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 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 & Troy Westendorf

Triplett-Westendorf Financial clients respect a disciplined approach to income planning; one founded on rules-based principles. Through discipline and sound strategies based in math and science, his team creates lifetime retirement income.