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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: March, 2020
# 241 College Planning: Decision Time 0
Mar 23, 2020

On this weeks Jeff Motske Show podcast, Jeff walks us through the process of college planning.

If you have a question for Jeff, please leave us a voicemail and Jeff will answer it on a future podcast: 1-800-399-9637

You can also email your questions here: askjeff@trilogyfs.com 

# 240 How To Plan For A Child With Special Needs 0
Mar 9, 2020

On this weeks Jeff Motske Show podcast, Jeff welcomes Robert Wheatley, Managing Vice President of the Trilogy Financial, Torrance, California office.  Jeff and Robert sit down and discuss how to plan for a child with special needs.

Don't forget to subscribe to the podcast.  

If you have a finanal question you want answered, leave us a voicemail.  1-800-399-9637

You can also email your questions here: askjeff@trilogyfs.com 

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