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career and money

Success Mindset: Commit To Grow

On this week's podcast, Jeff discusses retirement issues for single women, non-spouse beneficiaries 401k plans, and explains how to handle foreign assets in an estate plan.  Plus, Trilogy Financials Managing President of the Torrance branch, Robert Wheatley, joins Jeff in the studio.


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

robert wheatley

Robert Wheatley

Managing Vice President

jeff motske

Jeff Motske, CFP®

President & CEO

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