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wellness and money

Using Tech To Stay Informed

On this week's podcast, you will learn about financial advisor compensation and fees. Jeff also tells us what he thinks is better: minimizing debt, or saving for retirement?  Also, how do you avoid financial infidelity?  Plus, Trilogy Financials Vice President Of Wealth Management, Scott Naiman 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

Get Started on Your Financial Life Plan Today