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TriFound's Top Three

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Rating
★★★★★
5
from
3 reviews
This podcast has
27 episodes
Language
English
Publisher
TriFound
Explicit
No
Date created
2021/08/30
Latest episode
2022/06/10
Average duration
35 min.
Release period
14 days

Description

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.

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Sarah Saum, Wealth Manager
2022/06/10
TriFound's Top Three has its first official repeat guest this week, with Sarah Saum returning to the microphone with Justin to talk about her new role as a Wealth Manager at TriFound. Sarah and her team are gearing up for a couple of speaking events in the Chicago area, and she's here to tell Justin all about that and more on TriFound's Top Three!
Stopping By to Say Hi!
2022/06/03
This week we're doing things a little differently at the podcast. Our scheduled guest was feeling a little under the weather, so we switched things up and brought the show's producer and TriFound's Creative Director, Tyler, back on the mic! Justin and Tyler have a quick conversation on the latest news around the nation, from the real estate market all the way to Top Gun's box office performance. We'll be back next week with a special guest, but for now it just feels good to drop by and say hello to our incredible listeners.
Right from Illinois, it's Allan Peil!
2022/05/20
TriFound's Top Three is back with an all new episode from TriFound's Account Manager based out of our Chicago area office, Allan Peil! Allan is here to talk to Justin about his work as an Account Manager, why schools should put more emphasis on financial education, and even a little on Cryptocurrency. You won't want to miss it!
Insight from Account Manager, Arica Adams!
2022/04/15
The world continues to change and there is a lot to discuss on this week's episode! Justin is joined by Arica Adams, a rising star in the Account Manager role here at TriFound. For a look at the latest news and more insight on how our Account Managers like Arica work with our clients, go ahead and hit play!
Hiring and Beyond with HR Specialist Andy Crane
2022/04/08
You're hearing all about the Great Resignation and the world of hiring these days, right? Well joining Justin this week on TriFound's Top Three is TriFound's HR Specialist Andy Crane, and he's ready to talk about all of it. It's all here on TriFound's Top Three!
Tax Planning with CPA Steve Broman
2022/03/25
Tax season continues, which means another week for Justin to be joined by one of our great CPAs, Steve Broman! Steve joins us from Florida to talk about the intricacies and importance of tax planning, the close relationships clients have with their CPAs, and even a little bit of March Madness. It's all here on TriFound's Top Three!
Managing Buildings with Dexter Marzette
2022/03/18
TriFound's Top Three is back this week to give you a look at what it's like managing offices spread out all over the country. Joining us is the man in charge of all things Building, Dexter Marzette! Dexter joined the TriFound team in 2021 and has quickly become a key player in helping TriFound's national growth. Justin asks him about all of that and more on TriFound's Top Three!
An Insight on Tax Season with CPA Dave Mischler
2022/02/18
You might start noticing a recurring theme with our podcasts for a little bit, and that's because tax season is upon us! It's that time of year where we gather up all of our important documents, try our best not to procrastinate, and look for help from the professionals. We've got our CPA Dave Mischler on the podcast this week to go over all of that and more!
Here From the Very Beginning of TriFound, It's Pam Fenner!
2022/02/04
This week's episode brings us a TriFound Legend with Client Care Coordinator, Pam Fenner! She's been here from the very beginning, working out of our first office in Martin, MI and has seen every step in TriFound's growth. Justin gets to talk to her about her beginning with the company, her background, and as always gets her insight on current news.
An Intro to Tax Season with Cindy Krou
2022/01/28
Do you hear that? It's the sound of tax season right around the corner, and nobody is more aware than TriFound Accounting's team of certified experts! Justin is joined this week by our wonderful Controller, Cindy Krou. Cindy works out of our Milford, IN office and she's here to tell us all about their preparation for the next few months, and what you should be preparing for ahead of April.
A Look at Our Tacoma Office with Sue Jacobson
2022/01/21
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
2022/01/14
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!

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