The Jeff Motske Show

# 216 Relationships With Your Wealth Team


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On this weeks Jeff Motske Show podcast, Jeff touches on 401(k)'s vs. Roth IRA's.  Mark Lewis returns in the Estate Planning segment to talk about using online tools for estate planning.  Is it a good idea?  Plus, Trilogy Financials Managing Vice President in the Scottsdale, Arizona office, Gonzalo De Leon Plata phones into the show.

If you have a question for Jeff, call 1-800-399-9637 or email your questions here: [email protected] 

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The Jeff Motske ShowBy Jeff Motske