The 15 Minute Financial Feast Podcast

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15 Minute Segments to Help You Retire With Purpose, On Time. Serving up food for thought & bread for the head!

Mark Triplett & Troy Westendorf


    • Feb 14, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 10m AVG DURATION
    • 76 EPISODES


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    Latest episodes from The 15 Minute Financial Feast Podcast

    Episode #76 – Behavioral Finance – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Feb 14, 2025 5:21


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-76-behavioral-finance-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #75 – NY Financial Resolutions 2025 – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jan 24, 2025 5:43


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-75-ny-financial-resolutions-2025-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #74 – Turkey Talk – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Dec 10, 2024 4:53


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-74-turkey-talk-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #73 – Cognitive Decline & Finances – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Nov 29, 2024 5:50


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-73-cognitive-decline-finances-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #72 – Fall Money Moves 2024 – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Nov 8, 2024 5:13


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-72-fall-money-moves-2024-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #71 – Financial Planning Month 2024 – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Oct 9, 2024 5:02


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-71-financial-planning-month-2024-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #70 – High-Yield Savings 2024 – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Sep 22, 2024 5:26


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-70-high-yield-savings-2024-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #69 – Tips for Saving on Back-to-School Shopping – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Aug 22, 2024 5:14


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-69-tips-for-saving-on-back-to-school-shopping-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #68 – Childcare Costs – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Aug 8, 2024 5:08


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-68-childcare-costs-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #67 – Student Loan Interest Rates – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jul 12, 2024 5:22


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-67-student-loan-interest-rates-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #66 – Keeping Your Summer Spending in Check – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jun 12, 2024 4:59


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-66-keeping-your-summer-spending-in-check-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #65 – 28 Billion Lost To Scams – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jun 10, 2024 5:16


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-65-28-billion-lost-to-scams-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #64 – Boomers Moving In With Kids – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later May 16, 2024 5:21


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-64-boomers-moving-in-with-kids-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #63 – Benefits of Filing Taxes Early – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Apr 9, 2024 5:35


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-63-benefits-of-filing-taxes-early-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

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

    Play Episode Listen Later Mar 21, 2024 5:04


    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 Podcasthttps://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

    Episode #61 – Widow's Penalty – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Mar 7, 2024 5:26


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-61-widows-penalty-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #60 – Loud Budgeting – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Feb 16, 2024 5:07


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-60-loud-budgeting-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #59 -Older Americans are Choosing to Work– The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Feb 7, 2024 5:07


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-59-older-americans-are-choosing-to-work-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    EP #58 -Tax Changes You Need to Know Before Filing in 2024 – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jan 25, 2024 4:33


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/ep-58-tax-changes-you-need-to-know-before-filing-in-2024-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #57 – Fed Predicts Three Rate Cuts in 2024 – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jan 17, 2024 4:34


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-57-fed-predicts-three-rate-cuts-in-2024-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #56 – Biggest Financial Events of 2023 – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jan 9, 2024 5:09


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-56-biggest-financial-events-of-2023-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #55 – Investing in a Presidential Election Year – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Dec 21, 2023 17:35


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-55-investing-in-a-presidential-election-year-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #54 – AI and Finances – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Dec 13, 2023 5:13


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-54-ai-and-finances-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #53 – Charitable Giving – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Nov 29, 2023 4:59


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-53-charitable-giving-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #52 – High-Yield Savings – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Nov 16, 2023 5:38


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-52-high-yield-savings-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #51 – AI and Finances– The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Oct 22, 2023 5:13


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-51-ai-and-finances-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #50 – Student Loan Payments & Government Shutdown – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Oct 13, 2023 3:33


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-50-student-loan-payments-government-shutdown-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #49 – Make a Will – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Sep 14, 2023 5:55


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-49-make-a-will-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #48 – Side Hustles – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Aug 16, 2023 5:22


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-48-side-hustles-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #47 – Back to School Budgeting – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Aug 11, 2023 5:23


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-47-back-to-school-budgeting-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #46 – Bad Social Media Financial Advice – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jul 12, 2023 4:44


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-46-bad-social-media-financial-advice-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #45 – Mid-Year Money Moves – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jun 22, 2023 5:13


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-45-mid-year-money-moves-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #44-DT Sandwich Generation-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jun 15, 2023 6:35


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-44-dt-sandwich-generation-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #43-Life Insurance Month-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later May 25, 2023 6:45


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-43-life-insurance-month-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #42-Inflation Tips-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later May 2, 2023 5:37


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-42-inflation-tips-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #41-Tax Changes-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Apr 11, 2023 6:39


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-41-tax-changes-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #40-Credit Scores-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Mar 21, 2023 5:24


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-40-credit-scores-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #39-Saving for College-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Mar 7, 2023 5:48


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-39-saving-for-college-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #38-Recession Talk-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Feb 21, 2023 6:38


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-38-recession-talk-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #37-Un-retirement-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Feb 7, 2023 6:51


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-37-un-retirement-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #36-Bear Market Money Moves-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jan 24, 2023 6:41


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-36-bear-market-money-moves-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #35- Interest rates WOI -The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jan 18, 2023 5:04


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-35-interest-rates-woi-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #34-Living Paycheck to Paycheck-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jan 3, 2023 6:42


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-34-living-paycheck-to-paycheck-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #33-Year End Taxes-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Dec 21, 2022 5:20


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-33-year-end-taxes-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #32-World Financial Planning Day-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Dec 14, 2022 5:07


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-32-world-financial-planning-day-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #31-Two Early Social Security Finding Mistakes-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Dec 6, 2022 19:02


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-31-two-early-social-security-finding-mistakes-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #30-To covert or not to covert, that is the question-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Nov 30, 2022 13:02


    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/ Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained in this book should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.•Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.•Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.•Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.•The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.•Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor's portfolio will match or outperform any particular benchmark.The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-30-to-covert-or-not-to-covert-that-is-the-question-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #29-IOU's to the IRS-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Nov 22, 2022 18:00


    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/ Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained in this book should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.•Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.•Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.•Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.•The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.•Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor's portfolio will match or outperform any particular benchmark.The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-29-ious-to-the-irs-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #28-Inflation -What a potential rate hike means for you-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Nov 15, 2022 5:04


    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 Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-28-inflation-what-a-potential-rate-hike-means-for-you-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #27-2022 Best of Ankeny Award-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Oct 28, 2022 23:34


    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/ Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained in this book should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor's portfolio will match or outperform any particular benchmark. The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-27-2022-best-of-ankeny-award-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

    Episode #26-The 15 Minute Financial Feast Podcast-Advisor Confessions Rising Interest Rates-With Mark Triplett & Troy Westendorf

    Play Episode Listen Later Jun 29, 2022 16:29


    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/ Mark Triplett is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Investment Adviser. Nothing contained in this book should be considered an offer to buy or sell securities. Different investments have differing risks associated with them and not all investments are appropriate for all investors.•Investment Adviser Representative of/and investment advisory services offered through Royal Fund Management, LLC. Royal Fund Management is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.•Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Content should not be construed as personalized investment advice nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.•Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor.•The tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.•Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. There are no assurances that an investor's portfolio will match or outperform any particular benchmark.The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-26-the-15-minute-financial-feast-podcast-advisor-confessions-rising-interest-rates-with-mark-triplett-troy-westendorf

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