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love and money

What’s The Money For

This week's podcast focuses on how to talk about finances in new relationships.  Plus, Jeff explains how to prepare financially for chronic illness.  Mark Lewis returns this week in the Estate Planning segment to discuss the “broken-heart syndrome.”  Plus, Trilogy Financials Senior Vice President Of Investments, Tom Walden 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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