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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: November, 2019
# 232 How To Have A Family Meeting About Mom And Dad's Estate 0
Nov 18, 2019

On this Jeff Motske Show podcast, estate planning attorney Mark Lewis joins Jeff in the studio to explain ways to have a family meeting about Mom and Dad's estate.

# 231 How To Have An Annual Review With Your College Student 0
Nov 4, 2019

On this weeks Jeff Motske Show podcast, Jeff discusses ways to have an annual review with your college student.  

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

 

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