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Get Started on Your Financial Life Plan Today
- May 25, 2019
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: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
