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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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Mar 23, 2019

On this weeks Jeff Motske Show podcast, Jeff explains how to avoid being part of the sandwich generation.  Also, Jeff gives tips if you are thinking about un-retiring.  Find out what happens to a 529 plan when the owner passes or becomes incapacitated.  And finally, Trilogy Financials Senior Vice President Of Wealth Planning, Nathan Brown joins Jeff in the studio.

If you have a financial question, leave Jeff a message at 1-800-399-9637 or email them here: askjeff@trilogyfs.com 

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