Financial Jam Session
In this straightforward video series, Triplett-Westendorf Co-Founder Mark Triplett and Wayfinder Wealth founder Jon Gengle cut through the noise around the financial planning industry; bringing you the information you need to make important decisions.
Episode 1: The Low-Down
Market Triplett and Jon Gengle dig into he complexities of the financial services industry, and discuss how consumers can arm themselves with information to make important decisions.
Episode 2: Employer Sponsored Retirement Plans
In this episode Mark Triplett and Jon Gengle discuss the pros and cons of employer-sponsored retirement plans, like the 401(k), and what individuals should consider when trying to decide whether or not to contribute a portion of their hard-earned wages.
Episode 3: Roth Conversions
Mark and Jon discuss Roth Conversions, and the considerations individuals should make when deciding how to characterize their retirement contributions. This is a time-sensitive topic and it is important to make your decision before the end of the year.
Episode 4: Required Minimum Distributions
In this episode of Financial Jam Session we addresses the topic of Required Minimum Distributions, what they are, and how they can impact your retirement.
Episode 5: Rule of 100
Jon and Mark discuss the "Rule of 100" and how asset allocation can affect hitting, or missing, financial goals.
Episode 6: Purpose Driven Financial Planning
It's time to get philosophical about money! Jon and Mark talk about purpose-driven financial planning, and the need to clearly define goals when deciding how your money is invested.