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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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Feb 23, 2019

On this weeks Jeff Motske Show podcast, Jeff touches on financial independence in the midst of chronic illness.  Plus, find out if a Roth IRA is a good fit for you.  Mark Lewis returns this week in the Estate Planning segment to explain the difference between joint tenancy and transfer on death deeds. Also, Trilogy Financials Vice President Of Investments, Mike Loo joins Jeff in the studio.

If you have a financial question for Jeff, leave us a voicemail at 1-800-399-9637.  You can also email your questions here: askjeff@trilogyfs.com 

 

 

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