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The Jeff Motske Show

Welcome to The Jeff Motske Show. This is a show designed to teach the average person how to get their financial house in order from a financial planner’s perspective. Jeff has been a certified financial planner for 29 years and is currently the CEO of Trilogy Financial Services with offices all over Southern California as well as Denver Colorado.
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The Jeff Motske Show
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Nov 17, 2018

On this episode of The Jeff Motske Show podcast, Jeff will explain charitable contribution write-offs.  Jeff also answers an email regarding social security benefits for widows.  Jeff touches on talking to your college student about the dangers of credit cards, and lastly, Vice President Of Wealth Planning at Trilogy Financial, Scott Naiman and Wealth Advisor, Derrick Blanchette join Jeff in the studio.

Call 1-800-399-9637 if you have financial questions.  You can also email your questions here: askjeff@trilogyfs.com 

 

Nov 9, 2018

This Jeff Motske Show podcast focuses on holiday bonuses and budgets: How to stay focused on your financial independence during the holiday season.  In the Love And Money segment, Jeff and Kimber figure out how to reduce stress when budgeting for the holidays.  Also, Trilogy Financials Managing Vice President, Robert Wheatley joins Jeff in the studio.  Listen to this segment and see if Robert could be a right fit for you as Financial Advisor.

If you have a question for Jeff, call 1-800-399-9637.  

You can also email your questions here: askjeff@trilogyfs.com 

 

Nov 3, 2018

On this episode of The Jeff Motske Show Podcast, Jeff discusses widow benefits in relation to social security.  In our Love And Money segment, Jeff and Kimber recognize who is affected by your decisions and who's decisions affect you.  Also, Vice President Of Wealth Planning at Trilogy Financial, Isaac Hansen joins Jeff in the studio.

If you have a financial question for Jeff, call 1-800-399-9637

You can also email your questions here: askjeff@trilogyfs.com

 

Oct 27, 2018

Jeff discusses the risks for the sandwich generation on this Jeff Motske Show Podcast.  Jeff also touches on securing your retirement when you're not sure about your pension.  Mark Lewis joins Jeff to talk about financial abuse, and Vice President Of Wealth Planning at Trilogy Financial, David Willett joins Jeff in studio.  If you are looking for financial help, listen to David's segment and see if his team is a right fit for you.

You can ask a question for Jeff by calling 1-800-399-9637 or email your question here:  askjeff@trilogyfinancial.com 

 

 

Oct 20, 2018

Learn how to spend now to prepare for retirement later in this Jeff Motske Show podcast.  Also, estate planning attorney, Mark Lewis explains how to protect an inheritance from divorce.  Plus, Trilogy Financial Advisor, Matthew Phillips joins Jeff on the show.  Find out if Matthew and his team could be a fit for you as financial advisor.

If you have a question for Jeff, call 1-800-399-9637 and leave a message.  Jeff listens to all calls and picks the ones he feels will best help our listeners.  You can also email a question here: askjeff@trilogyfs.com 

If you subscribe to the podcast, you can search old show topics and get your financial questions answered!

Oct 13, 2018

On this weeks Jeff Motske Show podcast, Jeff will give you suggestions on how to avoid spending down your assets to qualify for Medicaid.  In the Love And Money segment, Kimber helps a listener who is having a hard time with family spoiling their children.  Also, Trilogy Financial Advisor, Mike Loo joins Jeff in the studio.  Listen to this segment and see if Mike and his team of advisors may be a right fit for you.

You can always be a part of the show by calling 1-800-399-9637 or you can email your questions to Jeff here:  askjeff@trilogyfs.com 

Subscribe to the show to be able to search old shows and get your financial questions answered.

Oct 6, 2018

On this Jeff Motske Show podcast, Jeff discusses how to avoid spending down your assets to qualify for Medicaid.  In the Love And Money segment, Kimber gives advice on how to stop family from spoiling your children.  Also, Trilogy Financial Advisor, Mike Loo joins Jeff in the studio.

If you want to be a part of the show, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

 

Oct 1, 2018

On this weeks Jeff Motske Show podcast, Jeff will discuss how life insurance can benefit more than your beneficiaries.  In the Love And Money segment, Jeff and Kimber explain how to prevent an inheritance from spoiling the beneficiary, and Trilogy Financials Vice President Of Wealth Planning, Diane Zing joins Jeff on the show.

Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This information is intended to assist in educating you about insurance generally and not to provide personal service. The information discussed may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.

 

Riders are additional guarantee options that are available to an annuity or life insurance contract holder.  While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.

Sep 22, 2018

On this Jeff Motske Show podcast, Jeff will discuss how much you should be saving for retirement.  Also, is it wise to borrow from your retirement fund for a down payment on a house? As well as Nathan Brown, Trilogy Financials Senior Vice President Of Wealth Planning joins Jeff in the studio.

You can be a part of the show by calling 1-800-399-9637 or by emailing your questions to this address:  askjeff@trilogyfs.com 

 

Sep 15, 2018

On this episode of The Jeff Motske Show podcast, you will learn the many uses of life insurance.  Jeff also discusses the best way to help your college student manage their money, and Managing Vice President at Trilogy Financial, Jim Young returns to the studio.

If you would like to ask a question for Jeff, call 1-800-399-9637.  You can also email your questions to this email:  askjeff@trilogyfs.com 

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This information is intended to assist in educating you about insurance generally and not to provide personal service. The information discussed may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.

Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.

Sep 8, 2018

On this weeks Jeff Motske Show podcast, Jeff explains how to use life insurance for retirement.  Jeff also touches on how being overly optimistic about your financial future can hurt you.  In the Love And Money segment, Kimber and Jeff explain the importance of making educated decisions for your family when it comes to college.  Also, Trilogy Financials Vice President Of Wealth Planning, Scott Naiman joins Jeff in the studio.  Find out if Scott and his team of advisors are a right match for you.

Be a part of the show by calling 1-800-399-9637 or you can email your questions here: askjeff@trilogyfinancial.com 

Subscribe to the podcast so you can search old shows!

Sep 1, 2018

On this Jeff Motske Show podcast, Jeff discusses all the expenses to consider when planning for retirement.  Mark Lewis joins Jeff in studio in the Estate Planning segment to answer if it's a good idea to accept an offer from a non-family member to become an executor for their estate.  Also, Trilogy Financials Managing Vice President, Windus Fernandez Brinkkord joins Jeff in the studio.

If you want to be a part of the show, call 1-800-399-9637 and leave Jeff a message.  Or you can email your questions here: askjeff@triligyfs.com 

Aug 25, 2018

On today's Jeff Motske Show podcast, Jeff discusses which carries more weight, paying off a mortgage or saving for retirement?  In the Love And Money segment, Kimber explains what to do when an elder parent refuses help.  Plus, Trilogy Financials Vice President Of Wealth Planning, Michael Fibiger joins Jeff in the studio.

Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

 

Aug 18, 2018

On this podcast of the Jeff Motske Show, Jeff talks about the pitfalls of student loans.  In the Love And Money segment, Jeff and Kimber discuss how to help loved ones financially when the resist.  Also, long-time Wealth Advisor at Trilogy Financial, Dana Edwards joins Jeff on the show.

Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com

Subscribe to the podcast to get your financial questions answered.

Aug 11, 2018

On this weeks Jeff Motske Show podcast, Jeff tackles concerns over debt consolidation.  Mark Lewis explains bypass trusts in the Estate Planning segment, and Keegan Tanghe, Senior Vice President Of Wealth Planning at Trilogy Financial, with Wealth Advisor, Rick Higbee join Jeff in studio.

To be a part of the show, call 1-800-399-9637 and leave us a voicemail.  Or email your questions here: askjeff@trilogyfs.com 

Subscribe to the podcast to search old shows and get your financial questions answered!

Aug 4, 2018

Welcome to The Jeff Motske Show podcast!  On this episode, Jeff explains how supporting your adult children can take a toll on your finances.  In the Estate Planning segment, Mark Lewis and Jeff discuss lawsuits against estates.  Also, Isaac Hansen, Vice President at Trilogy Financial joins Jeff in studio as well as Trilogy's Wealth Advisor, John Ronan.

Be a part of the show by calling 1-800-399-9637 or email your financial questions here: askjeff@trilogyfs.com 

You can also subscribe to the podcast to search old shows to get your financial questions answered.

Jul 28, 2018

On this episode of The Jeff Motske Show podcast, Jeff will explain how every financial decision affects all others.  Kimber Holdaway joins Jeff in the Love And Money segment to discuss prenup's and debt.  Plus, Mike Broker, Senior Vice President Of Wealth Planning joins Jeff in the studio. Listen and find out if Mike is a good match for you as a financial planner.

Be a part of the show by calling 1-800-399-9637 or by emailing your questions here: askjeff@trilogyfs.com

 

Jul 21, 2018

On this week's episode of The Jeff Motske Show, learn about dual representation in financial planning for couples. Jeff and Kimber talk about retirement readiness in the Love And Money segment.  Plus, estate planning attorney Mark Lewis joins Jeff in studio to talk about bowing out of being an executor of an estate.

Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

You can also subscribe to the show and search old shows to get your financial questions answered!

Jul 15, 2018

On this weeks Jeff Motske Show podcast, Jeff will discuss how to change inherited financial habits.  In the Love And Money Segment, Jeff and Kimber find out if growing families and shrinking budgets can exist together.  Finally, Casey Dettorre, Senior Vice President Of Wealth Planning at Trilogy Financial and his team member, Sebastian Rueles join Jeff in studio.

Call 1-800-399-9637 to be a part of the show.  Or email your questions here: askjeff@trilogyfs.com 

Subscribe to the podcast to get all your financial questions answered.

Jul 7, 2018

On this weeks Jeff Motske Show podcast, Jeff will discuss personal responsibility in financial freedom.  In the Love And Money segment, Kimber and Jeff find out what can happen when merging two financial lives hits a bump in the road.  Mark Lewis stops by the studio in the Estate Planning segment to talk about premarital planning, and Managing Vice President at Trilogy Financial, Eric Perkins joins Jeff to close out the show.  Find out if Eric may be a financial advisor match for you.

You can be a part of the show by calling 1-800-399-9637 or email your questions here:  askjeff@trilogyfs.com 

Subscribe to the show to search old shows and get your financial questions answered.

Jun 30, 2018

This weeks Jeff Motske Show podcast focuses on financial responsibility.  Kimber Holdaway joins Jeff in studio for the Love And Money segment to discuss how to plan for retirement together when you keep your finances apart.  Estate planning Attorney Mark Lewis talks about basing your financial stability on an inheritance and Managing Vice President at Trilogy Financial, Jim Young joins Jeff in studio.

Call 1-800-399-9637 to be a part of the show or email your questions here:  askjeff@trilogyfs.com 

Subscribe to the show for the ability to search old shows and get your financial questions answered.

Jun 23, 2018

On this weeks Jeff Motske Show podcast, Jeff will discuss how to catch up on retirement if you're over 50.  In the Love And Money segment, Jeff and Kimber talk about family, finances, and life.  Vice President Of Wealth Planning at Trilogy Financial, David Willett joins Jeff in studio with his team member, Marie Shtiklind.  Find out if they are a match for you if you are looking for a financial advisor.

Be a part of the show by calling 1-800-399-9637 or email your questions here:  askjeff@trilogyfs.com 

Subscribe to the podcast to search old shows and get your financial questions answered.

Jun 16, 2018

Jeff discusses the changing trends in planning for your financial future on this episode of The Jeff Motske Show.  Are your financial stumbles teachable moments for your children?  Find out in the Love And Money segment with Kimber Holdaway.  Our favorite estate planning attorney, Mark Lewis is back this week to answer the question, how many Americans have a will or a trust.  Mike Loo, Vice President Of Investments at Trilogy Financial wraps up the show.  Learn more about Mike and see if he is a potential fit as advisor for you!

To be a part of the show or to get your financial questions answered, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

Don't forget to subscribe to the show to search old shows and get all your financial questions answered.

Jun 9, 2018

On this weeks Jeff Motske Show podcast, we will be discussing all things social security, from whether you can stop taking your benefits once you've started, to how working part time in retirement can impact you.  In the Love And Money segment, Jeff and Kimber talk about wanting to help your loved ones' I do when your wallet says I don't.

Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

You can subscribe to the Jeff Motske Show podcast to search old shows and get your financial questions answered.

Jun 2, 2018

How much money is enough for retirement?  Find out on this weeks Jeff Motske Show Podcast.  Jeff and Kimber tackle what to do when your children don't want to inherit the family business, and Trilogy Financial Senior Vice President Of Wealth Planning, Nathan Brown with his team members Mathew Phillips, and Joshua Counts join Jeff in the studio.

If you want to be a part of the show, call 1-800-399-9637 and leave us your question.  You can also email your question here: askjeff@trilogyfs.com 

Subscribe to The Jeff Motske Show Podcast to search old shows and get your financial questions answered.

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