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wellness and money

Know Your Why For Investing

On this week's podcast, Jeff touches on financial independence in the midst of chronic illness.  Plus, find out if a Roth IRA is a good fit for you.  Mark Lewis returns this week in the Estate Planning segment to explain the difference between joint tenancy and transfer on death deeds. Also, Trilogy Financials Vice President Of Investments, Mike Loo joins Jeff in the studio.

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

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