Get Started

Get Started on Your Life Plan Today






We use cookies to ensure our visitors have the best browsing experience on our website.

Tools For Collaboration

Tools For Collaboration

On this week’s podcast, Jeff will discuss contributing to an unemployed spouse’s IRA, and touch on stretch IRA’s.  Do you really need them?  Plus, Trilogy Financials Vice President Of Wealth Planning, David Willett joins Jeff in the studio.

 

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

David Willett

David Willett

VIce President of wealth management

Jeff Motske, CFP®

Jeff Motske, CFP®

President & CEO

Call Us To Get Started. (844) 356-4934