Get Started

Get Started on Your Financial Life Plan Today

We use cookies to ensure our visitors have the best browsing experience on our website.

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: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

marrk lewis

Mark Lewis

Estate planning attorney

tom walden

Tom Walden

Vice President of wealth management

jeff motske

Jeff Motske®

President & CEO

Related Podcasts

Call Us To Get Started. (844) 356-4934