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Author: Welcome

  • Challenges For The Sandwich Generation

    October 20, 2020
    On this week's podcast, Jeff discusses the Sandwich Generation and the challenges they may face. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Your Financial Freedom and The Election

    October 5, 2020
    On this week's podcast, Jeff touches on your financial freedom with the election coming up.  If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Your Personal Brand Of Financial Literacy

    September 20, 2020
    On this week's podcast, learn why it's important to stay educated about money to maintain your path to financial independence. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.  ASK A QUESTION Related Podcasts... Read more

  • Why Your Insurance Coverage Needs To Be Reviewed Regularly

    September 6, 2020
    On this week's podcast, Jeff welcomes co-founder of Trilogy Financial, Kevin Mackintosh to explain why it's important to review your insurance coverage needs regularly. If you have financial questions, email us: play@trilogyfs.com. Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Kevin Mackintosh EXECUTIVE VICE PRESIDENT, CHIEF DISTRIBUTION OFFICER VIEW BIO Jeff Motske CFP® PRESIDENT AND CEO VIEW BIO Related Podcasts... Read more

  • Last Chance Tax Benefits for 2019

    December 16, 2019
    On this week's podcast, Jeff welcomes Ralph Henning, of Henning Accountancy Corporation, to discuss some last chance tax benefits for 2019.  If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more
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