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The Jeff Motske Show

Welcome to The Jeff Motske Show. This is a show designed to teach the average person how to get their financial house in order from a financial planner’s perspective. Jeff has been a certified financial planner for 29 years and is currently the CEO of Trilogy Financial Services with offices all over Southern California as well as Denver Colorado.
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Dec 22, 2018

Learn how to personalize your charitable giving plan on this weeks Jeff Motske Show podcast.  Jeff also gives you reminders on how to close the year financially strong. In the Estate Planning segment, Mark Lewis explains how estate plans from previous marriages can impact the decision to get married again.  Plus, Senior Vice President Of Wealth Planning at Trilogy Financial, Nathan Brown joins Jeff in the studio.  

If you have financial questions, call 1-800-399-9637 or email your question here: askjeff@trilogyfs.com 

 

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