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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, 2020
# 258 How To Approach Changes And Holiday Plans 0
Nov 30, 2020

On this Jeff Motske Show podcast, Jeff gives ideas on how to plan during the Holidays.

Don't forget to subscribe to the podcast.  If you have a question for Jeff, please email us here: askjeff@trilogyfs.com 

# 257 Transition: What Do You Want Your Legacy To Be? 0
Nov 16, 2020

Estate Planning Attorney, Mark Lewis returns to the the Jeff Motske Show podcast to discuss one of the ultimate transitions to prepare for, your legacy.

If you have a financial question, email Jeff here: askjeff@trilogyfs.com 

You can also call the show: 1-800-399-9637

 

# 256 Transition: Changes As You Approach Financial Independence 0
Nov 6, 2020

On this Jeff Motske Show podcast, Jeff welcomes back Scott Naiman, RICP.  Scott is here to explain the changes you may encounter as you approach financial independence.

If you have a financial question, please email Jeff at askjeff@trilogyfs.com . Jeff may answer your question on a future podcast.

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