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family and money

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:  Remember to subscribe to the podcast. Thanks for listening.


Senior Vice President of Wealth Management

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