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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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Apr 6, 2019

On this Jeff Motske Show podcast, Jeff discusses retirement issues for single women, non-spouse beneficiaries 401k plans, and explains how to handle foreign assets in an estate plan.  Plus, Trilogy Financials Managing President of the Woodland Hills branch, Robert Wheatley, joins Jeff in the studio.

If you have a question for Jeff, call 1-800-399-9637 or email askjeff@trilogyfs.com 

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