Introducing TriFound's Top Three, a podcast hosted by TriFound's very own Justin Pippert. Every episode will be a deep dive into all things TriFound, broken down into three parts. The podcast is here to help TriFound's current and future clients gain financial literacy, and to explore what TriFound does for its clients to create a sound Legacy.
A Look at Our Tacoma Office with Sue Jacobson
TriFound's Top Three is back with our second episode of the new year, this time with special guest Sue Jacobson! Sue is one of our incredible Account Managers that excels working with our clients in Tacoma, WA. Justin and Sue reminisce about their years working together, Sue's knack for remembering people, and take a look at what's going on with inflation. It's all right here on TriFound's Top Three!
A New Year with Josh Storey
Welcome to our first episode of 2022! For our latest episode, Justin has Josh Storey joining him, a stellar Financial Advisor working out of our Florida office. Justin and Josh talk about the state of the job market, recent news since last month and even some fun New Years Resolutions. It's great to be back!
Merry Christmas from TriFound's Top Three!
We're taking it easy on TriFound's Top Three this week, with a fun episode dedicated to our clients and listeners. Thank you to everyone that's supported us so far, and for an incredible year here at TriFound. Enjoy this time with your family over Christmas, and we'll see you back here in 2022!
Florida, Michigan, and the Metaverse?
This week's episode covers a variety of topics, featuring one of TriFound's incredible Financial Advisors down in Florida, Melissa Ray. Melissa came to TriFound through an acquisition a few years ago, and she and Justin have worked together ever since. They discuss her beginning in the industry, the workforce, cryptocurrency, and even this weird thing call the Metaverse. Check it out!
Federal Benefits with Don Wills
Welcome back to TriFound's Top Three! Our guest this week is none other than our Federal Benefits expert, Don Wills. Don has been in the business for a very long time, helping Federal Employees with their benefits and retirement. Justin and Don talk about Don's past and the differences in Federal benefits, and how Don tackles that in his webinars for TriFound. Enjoy!
Thankful For Planning
Happy Thanksgiving, everybody! Today we're thankful for our guest this week, and all of our listeners! Justin is joined this week by our newest Wealth Manager, John Kwit, who is having so much success with some of our offices out west. As usual, Justin and John talk about John's backstory and how he ended up at TriFound, but he also shares a very personal and recent story about the importance of planning. It's the perfect episode while you're digesting that turkey or shopping for Black Friday deals.