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Trilogy Financial

Entrepreneur Weekly (Podcast)

By Trilogy Financial
October 14, 2018
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Jason Feifer, Jennifer Miller and Jeff Motske

Welcome to Relationship Management 101: Working with your spouse can be extremely rewarding (and complicated). In this episode, we dive deep with three people who’ve mastered the balance of professional ambition and personal relationships. Kicking off the show is Entrepreneur Magazine Editor-in-Chief, Jason Feifer, and author and journalist, Jennifer Miller. This husband and wife duo recently co-authored the comedic romp, “Mr. Nice Guy”, and learned about their marriage in the process. Jason and Jennifer reveal their top tips on working with loved ones. Next we'll speak with Jeff Motske, President and CEO of Trilogy Financial, Certified Financial Planner, Host of “The Jeff Motske Show”, and Author of “The Couple's Guide to Financial Compatibility”. Jeff serves up important lessons on collaborative money management, and explains why having a succession plan in place is integral for a healthy business environment. Tune in to find out how open communication, compromise, and preparation can help you strike the ideal work/life harmony.

[00:00:00] Personal and Professional Relationships

[00:05:30] The Power of Open Communication

[00:11:31] Tips for Working with Your Spouse

[00:18:21] Schedule a Financial Date Night

[00:26:11] Your Ego is the Enemy of Humility

[00:33:22] Why You Need a Succession Plan

Click here to listen to the full podcast.

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By Trilogy Financial
October 10, 2019

Steve Hartel joins Smart Money Circle Host Adam Sarhan in Part 2 to discuss Timeless Investing Lessons & The “Best” Advice. Steve oversees more than $2 billion in assets at Trilogy Financial. Listen now.

The Host:
Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) to help you learn timeless lessons from real-life money managers.

Disclaimer:
All our work is for educational/informational purposes only. It is general in nature. No specific investment advice is given.

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By Trilogy Financial
August 23, 2018

It’s never too early to begin discussing the concept of money and personal finances with your children. In fact, some financial experts suggest these conversations should begin during elementary school.

For parents who missed that boat (and you’re not alone if that’s you), all is not lost. It’s even more critical to sit your child down and talk about effective personal finance management as he or she is preparing to leave the nest for college, a time in life when they’ll be faced with credit card offers; signing onto student loans, and, in many cases, living on their own for the first time.

Click here to read the full story.

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