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Get Objective About Goal-Setting

Get Objective About Goal-Setting

On this week’s podcast, Jeff explains how to save for big results.  Also, Jeff talks about homeowner preparedness and how to merge your finances.  Don’t miss Trilogy Financial’s Managing Vice President of the Irvine, CA office, Jim Young as he joins Jeff in the studio.  

 

If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

Jim Young

Jim Young

Managing Vice President

Jeff Motske, CFP®

Jeff Motske, CFP®

President & CEO

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