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wellness and money

Financial Advisor As Retirement QB

On this week's podcast, learn how to correct RMD (required minimum distribution) mistakes.  Also, find out when you should introduce your children to your wealth team.  Plus, Trilogy Financials Vice President Of Wealth Management, Scott Naiman, joins Jeff in the studio.


If you have financial questions, email us:  Remember to subscribe to the podcast. Thanks for listening.

scott naiman

Scott Naiman, RICP®

VIce President of wealth management

jeff motske

Jeff Motske, CFP®

President & CEO

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