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Transition: Changes As You Approach Financial Independence

Transition: Changes As You Approach Financial Independence

On this week’s podcast, Jeff welcomes back Scott Naiman, RICP.  Scott is here to explain the changes you may encounter as you approach financial independence.

 

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

 

 

Scott Naiman, RICP®

Scott Naiman, RICP®

VIce President of wealth management

Jeff Motske, CFP®

Jeff Motske, CFP®

President & CEO

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