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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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The Jeff Motske Show
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Now displaying: Page 1
Mar 24, 2018

On this episode of The Jeff Motske Show, Jeff will get into the importance of relationships with your financial advisor.  Jeff answers a call in question regarding maxing out Roth IRA's, and don't miss our Love and Money segment with Kimber Holdaway.  Jeff and Kimber discuss if it's a good idea to take money from your credit card when you get a hot tip on an investment.  Mark Lewis joins Jeff in our estate planning segment to help a listener with a question regarding helping their parent get their estate plan in order when fear is involved.  Are you looking for a Financial Advisor?  Get to know Mike Loo, Vice President Of Investments at Trilogy Financial in our Ask Jeff segment.

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