Close this search box.
family and money

Tools For Collaboration

On this week's podcast, Jeff will discuss contributing to an unemployed spouse's IRA, and touch on stretch IRA's.  Do you really need them?  Plus, Trilogy Financials Vice President Of Wealth Planning, David Willett joins Jeff in the studio.

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

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.