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.
Episode 7: Cost Basis
Mark and Jon discuss the effects that cost basis has on investments, and what everyone should be aware of when transferring assets to ensure avoidance of unnecessary tax consequences.