The Jeff Motske Show

# 164 Relationships With Your Wealth Team


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Welcome to The Jeff Motske Show podcast!  Jeff helps small business owners by discussing potential beneficial tax opportunities.  In the Love And Money Segment, Jeff and Kimber help a couple who disagree on members of their wealth building team.  Later in the podcast, Managing Vice President of Trilogy Financial, Jim Young, and Estate Planning Attorney, Mark Lewis join Jeff and discuss managing your financial team.

If you want your questions answered on the show, leave us a voicemail at 1-800-399-9637 or email us at [email protected] 

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The Jeff Motske ShowBy Jeff Motske