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love and money

Get Rid Of Data Distraction

On this week's podcast, Jeff explains how to manage empty-nest finances and staying on the same page as your spouse when you have different retirement dates.  Mark Lewis talks about life insurance and divorce in the Estate Planning segment, and Trilogy Financials Wealth Advisor, Derrick Blanchette joins Jeff in the studio.


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

marrk lewis

Mark Lewis

Estate planning attorney

derrick blanchette

Derrick Blanchette

Vice President of wealth management

jeff motske

Jeff Motske®

President & CEO

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