Transition: Changes As You Approach Financial Independence
On this week’s podcast, Jeff welcomes back Scott Naiman, RICP. Scott is here to explain the changes you may encounter as you approach financial independence. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
Retirement and Covid-19
On this week’s podcast, find out if you can stick to your original retirement plan in the era of Covid-19. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
The Importance Of Your Financial Team
On this week’s podcast, Jeff explains the importance of your financial team. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
Nearing The Finish Line: What To Do In The Last 10 Years Of Your Career
On this week’s podcast, Jeff welcomes Trilogy Financial’s Managing Vice President of the Irvine office, Jim Young to the studio to discuss retirement readiness. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
Success Mindset: Commit To Grow
On this week’s podcast, Jeff discusses retirement issues for single women, non-spouse beneficiaries 401k plans, and explains how to handle foreign assets in an estate plan. Plus, Trilogy Financials Managing President of the Torrance branch, Robert Wheatley, joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the […]
Investment Literacy And Risk
On this week’s podcast, Jeff explains how to avoid being part of the sandwich generation. Also, Jeff gives tips if you are thinking about un-retiring. Find out what happens to a 529 plan when the owner passes or becomes incapacitated. And finally, Trilogy Financials Senior Vice President Of Wealth Planning, Nathan Brown joins Jeff in […]
