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Latest Episodes
Episode #63 – Benefits of Filing Taxes Early – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #62 – Use Tax Refund Wisely – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #61 – Widow’s Penalty – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #60 – Loud Budgeting – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #59 -Older Americans are Choosing to Work– The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
EP #58 -Tax Changes You Need to Know Before Filing in 2024 – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #57 – Fed Predicts Three Rate Cuts in 2024 – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #56 – Biggest Financial Events of 2023 – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #55 – Investing in a Presidential Election Year – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #54 – AI and Finances – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #53 – Charitable Giving – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #52 – High-Yield Savings – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #51 – AI and Finances– The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #50 – Student Loan Payments & Government Shutdown – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #49 – Make a Will – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #48 – Side Hustles – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #47 – Back to School Budgeting – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #46 – Bad Social Media Financial Advice – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #45 – Mid-Year Money Moves – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #44-DT Sandwich Generation-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #43-Life Insurance Month-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #42-Inflation Tips-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #41-Tax Changes-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #40-Credit Scores-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #39-Saving for College-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #38-Recession Talk-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #37-Un-retirement-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #36-Bear Market Money Moves-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #35- Interest rates WOI -The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #34-Living Paycheck to Paycheck-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #33-Year End Taxes-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #32-World Financial Planning Day-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #31-Two Early Social Security Claiming Mistakes-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #30-To covert or not to covert, that is the question-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #29-IOU’s to the IRS-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #28-Inflation -What a potential rate hike means for you-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #27-2022 Best of Ankeny Award-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #26-The 15 Minute Financial Feast Podcast-Advisor Confessions Rising Interest Rates-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #25-The 15 Minute Financial Feast Podcast-7 Decisions That Determine Personal Success-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #24-The 15 Minute Financial Feast Podcast-Ikigai – Finding Yours-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #23-The 15 Minute Financial Feast Podcast-6 Common Retirement Risks-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #22-The 15 Minute Financial Feast Podcast-How Financial Professionals are Compensated-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #21-The 15 Minute Financial Feast Podcast-Risk Capacity vs Risk Tolerance – With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #20-The 15 Minute Financial Feast Podcast-When Can I Retire?With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #19-The 15 Minute Financial Feast Podcast-Market Lemons into Lemonade-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #18-The 15 Minute Financial Feast Podcast-Part #2-Milestone Birthdays -With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #17-The 15 Minute Financial Feast Podcast-Milestone Birthdays -With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #16-The 15 Minute Financial Feast Podcast-Should I Roll My 401K?-With Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) […]
Episode #15-The 15 Minute Financial Feast Podcast-4 Must Haves for Estate Planning -Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #14-The 15 Minute Financial Feast Podcast-Planning Your Next Vacation -Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #13-The 15 Minute Financial Feast Podcast-Receiving an Inheritance- What Should You Do?-Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #12-The 15 Minute Financial Feast Podcast-3 Common Misconceptions about Social Security-Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #11-The 15 Minute Financial Feast Podcast-Traditional IRA or Roth-Which is Better for You?-Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #10-The 15 Minute Financial Feast Podcast-Contributing To An IRA Does Not Equal Tax Savings-Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #9-The 15 Minute Financial Feast Podcast-Long Term Care is an Even-Not Insurance-Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]
Episode #8-The 15 Minute Financial Feast Podcast-Using Asset Location To Potentially Reduce Taxes-Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) […]
Episode #7-The 15 Minute Financial Feast Podcast-Getting Fit (Financially and Physically) in 2021 w/Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) […]
Episode #6-The 15 Minute Financial Feast Podcast-The Widow (Widower) Penalty-w/Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) […]
Episode #5-The 15 Minute Financial Feast Podcast-Truth About Buying Bonds-May Be Riskier Than the Reward-w/Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) […]
Episode #4-The 15 Minute Financial Feast Podcast-Common Blunders Of The Newly Retired-with Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisionsThe Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) […]
Episode #3-The 15 Minute Financial Feast Podcast-3 Ways to Increase Returns-with Mark Triplett & Troy Westendorf
What we’re talking about today The myth that you have to take on additional market risk in order to increase your return? 3 specific ways that it may be possible to increase your return without taking on additional market risk. How to go about doing this? We’ve identified 3 specific ways Avoid losses Minimize taxes […]
Episode #2-The 15 Minute Financial Feast Podcast-Meet IRMAA-with Mark Triplett & Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisionsThe Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) […]
Episode #1-The 15 Minute Financial Feast Podcast- Pay Income Tax Now or Later – Mark Triplett-Troy Westendorf
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisionsThe Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your Purpose) […]