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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: October, 2019
# 230 What To Do After A Loved One Dies 0
Oct 21, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes estate planning attorney, Mark Lewis to the show to discuss what to do after a loved one passes.

If you have a financial question, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

 

# 229 Retirement Compatibility 0
Oct 7, 2019

On this weeks Jeff Motske Show podcast, Jeff discusses retirement compatibility with your partner. 

Leave us a voicemail if you have financial questions.  1-800-399-9637 

You can also email us here: askjeff@trilogyfs.com 

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