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Aging and Money

Investment Literacy And Risk

On this week's podcast, Jeff explains how to avoid being part of the sandwich generation.  Also, Jeff gives tips if you are thinking about un-retiring.  Find out what happens to a 529 plan when the owner passes or becomes incapacitated.  And finally, Trilogy Financials Senior Vice President Of Wealth Planning, Nathan Brown joins Jeff in the studio.


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

nathan brown

Nathan Brown

Senior vice president of wealth management

jeff motske

Jeff Motske, CFP®

President & CEO

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