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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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May 11, 2019

On this Jeff Motske Show podcast, learn how to pick the right type of protection.  If you are a retiree, how should you prepare for a downturn in the market? Mark Lewis discusses blended families in the Estate Planning segment, and Trilogy Financial Advisors, Tom Elkins and Isaac Hansen join Jeff on the show.

If you have financial questions, leave us a voicemail.  1-800-399-9637 or email them here: askjeff@trilogyfs.com 

This information is not intended to be a substitute for individualized legal advice. Trilogy Financial and LPL Financial do not provide legal advice or services.

 

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