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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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Now displaying: August, 2019
Aug 26, 2019

Jeff welcomes our favorite estate planning attorney, Mark Lewis back to the show.  This week, Mark explains how to select the correct estate planning attorney.  

This information is not intended to be a substitute for individualized legal advice.  

Trilogy Financial, Trilogy Capital and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

 

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

 

Aug 15, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes long-time Trilogy Financial advisor, Scott Naiman to discuss how indecision can affect people financially.

If you have a financial question for Jeff, leave us a voicemail here:

1-800-399-9637

You can also reach us at askjeff@trilogyfs.com 

 

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