Whether you are building your wealth or already retired, we want to make sure you achieve and maintain your financial independence. The key to this is sound decision making and good financial behavior, both which rely on not making decisions from emotions but rather from facts and education. Your financial plan is a blueprint for how your finances help build the life you want to live, and it should be as unique and ever-changing as you are. We hope that the easy-to-digest, educational format of the podcast helps you create a clear picture of what you need to consider as you build your plan to financial freedom.
Jeff Motske, CFP®
President & CEO
Ask a question, propose a topic or find an Advisor. We're here to help coach you.
Ask a question, pose a topic or find an Advisor. We're here to help coach you.
No matter what stage of life you're in, Trilogy's advisors are here for you. Our life planning tool can help you get started.
This quiz will cover important topics such as housing, traveling, investing, saving, budgeting etc. See where you are you partner align and discover your financial compatibility.
Jeff Motske is an author, an accomplished executive, radio personality and financial advisor. More importantly, though, he is a believer in the power of everyday Americans and is committed to helping them reach financial independence.
Raised in California with Midwestern roots, Jeff attended Vanguard University on a baseball scholarship, where he majored in Business Administration. He got a job straight out of college with a small mutual fund company doing retirement planning.
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