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Transition: What Do You Want Your Legacy To Be

aging and money

On this week’s podcast, Estate Planning Attorney, Mark Lewis returns to discuss one of the ultimate transitions to prepare for, your legacy. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

Challenges For The Sandwich Generation

aging and money

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.

Why Your Insurance Coverage Needs To Be Reviewed Regularly

life and money

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.  

Rethinking Elder Care During Covid-19

aging and money

On this week’s Jeff Motske Show podcast, Jeff and Estate Planning Attorney, Mark Lewis discuss elder care during Covid-19. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

The Costs Of Care-Giving

aging and money

On this week’s podcast, Jeff welcomes Estate Planning Attorney, Mark Lewis back to the podcast to discuss the costs of care-giving. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.,

Retirement Health Costs

aging and money

On this week’s podcast, Jeff explains the importance of understanding retirement health costs. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

Finishing Well: Planning For The Next Chapter

aging and money

On this week’s podcast, Jeff welcomes back to the studio, Jim Young, Managing Vice President of Trilogy Financial to discuss planning for the next chapter in your life. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.  

The Importance Of Your Financial Team

aging and money

On this week’s podcast, Jeff explains the importance of your financial team. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

How To Have A Family Meeting About Mom And Dad’s Estate

aging and money

On this week’s podcast, Estate Planning Attorney, Mark Lewis,  joins Jeff in the studio to explain ways to have a family meeting about mom and dad’s estate. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

How To Select An Estate Planning Attorney

aging and money

On this week’s podcast, Jeff welcomes our favorite Estate Planning Attorney, Mark Lewis back to the show.  Mark explains how to select the correct estate planning attorney. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

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