• Episode #62 – Use Tax Refund Wisely – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

  • Mar 21 2024
  • Length: 5 mins
  • Podcast
Episode #62 – Use Tax Refund Wisely – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf By cover art

Episode #62 – Use Tax Refund Wisely – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

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  • Summary

  • 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) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.


    Learn more: http://triplett-westendorf.com/ | https://mypt5.com/

    The 15 Minute Financial Feast Podcast
    https://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/

    Source: https://businessinnovatorsradio.com/episode-62-use-tax-refund-wisely-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf
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