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career and money

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.

Senior Vice President of Wealth Management

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