How Indecision Is Killing Your Pocket
On this week’s podcast, Jeff welcomes long-time Trilogy Financial Advisor, Scott Naiman, RICP to discuss how indecision can affect people financially. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
What’s In Your Control
On this week’ss podcast, Jeff discusses how to handle financial headline hazards. Mark Lewis joins Jeff in the Estate Planning segment to explain how to safely store your estate plan. Plus, Trilogy Financials Managing Vice President, Gonzalo de Leon Plata joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to […]
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. […]
How To Pick An Attorney Or CPA
On this week’s podcast, learn how to pick the right type of protection. If you are a retiree, how should you prepare for a downturn in the market? Mark Lewis discusses blended families in the Estate Planning segment, and Trilogy Financial Advisors, Tom Elkins, and Isaac Hansen join Jeff on the show. If you have […]
How To Pick A Fiduciary Advisor
On this week’s podcast, Jeff discusses 529 plans for multiple children. Learn how to prepare for raising a child with special needs, plus Trilogy Financial Wealth Advisor, Matthew Phillips joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
Get Objective About Goal-Setting
On this week’s podcast, Jeff explains how to save for big results. Also, Jeff talks about homeowner preparedness and how to merge your finances. Don’t miss Trilogy Financial’s Managing Vice President of the Irvine, CA office, Jim Young as he joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to […]
Knowing What To Invest In And When
On this week’s podcast, learn how to make your money work for you when your income is growing. Jeff tells us how to merge financial households and discusses children and investing. Casey Dettorre, Trilogy Financials Senior Vice President Of Wealth Planning, joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember […]
Know What You Own
On this week’s podcast, Jeff will explain ways to avoid impulsive spending. Also, Jeff tells us what you need to know if you are thinking about un-retiring. Finally, Trilogy Financials Senior Vice President Of Wealth Planning, Keegan Tanghe joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to […]
Research Vs. Personality Investing
On this week’s podcast, Jeff teaches us how retirement planning can help with your charitable giving. Plus, Trilogy Financials Senior Vice President Of Wealth Management Dave Huisinga joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
What’s The Money For
This week’s podcast focuses on how to talk about finances in new relationships. Plus, Jeff explains how to prepare financially for chronic illness. Mark Lewis returns this week in the Estate Planning segment to discuss the “broken-heart syndrome.” Plus, Trilogy Financials Senior Vice President Of Investments, Tom Walden joins Jeff in the studio. If you […]
