College Planning During Periods Of Transition
On this week’s podcast, Jeff shares college planning ideas during Covid-19. 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
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
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.,
College Planning: Decision Time
On this week’s podcast, Jeff walks us through the process of college planning. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
How To Plan For A Child With Special Needs
On this week’s podcast, Jeff welcomes Robert Wheatley, Managing Vice President of the Trilogy Financial, Torrance, California office. Jeff and Robert sit down and discuss how to plan for a child with special needs. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
Making Sure Your Spouse Is The MVP Of Your Financial Team
On this week’s podcast, Jeff has a conversation regarding your spouse and making sure they are the MVP of your financial team. 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
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
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 Have An Annual Review With Your College Student
On this week’s podcast, Jeff discusses ways to have an annual review with your college student. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.
What To Do After A Loved One Dies
On this week’s podcast, Jeff welcomes Estate Planning Attorney, Mark Lewis, to discuss what to do after a loved one passes. If you have financial questions, email us: play@trilogyfs.com Remember to subscribe to the podcast. Thanks for listening.,
