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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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Now displaying: June, 2016
Jun 27, 2016

Welcome to Declare Your Financial Independence with Jeff Motske.    If this is your first time tuning in this is a show designed to teach the average person to get their financial house in order from a financial planner’s perspective.  

Jeff started the show out by discussing “Your Financial House”.  This is where he asks listeners to visualize the different building blocks of a stable financial financial house starting from the foundation all the way to the roof. 

He also discussed:

10 Alternatives to Full-Time Retirement

In the second segment Jeff tackled listener questions.  Here are some examples:

  1. Subject: Getting close to retirement. I’m about 6 years away from retirement and I’m not sure we can take care of him at home, nor can we afford to put him in a home. What do we do?
  2. Subject: Taking care of my father.  My mom passed away and my father can’t live alone. I’m not sure we can take care of him at home, nor can we afford to put him in a home. What do we do?

In the 3rd segment Jeff brought on Attorney Mark Lewis to talk about:

Muhammad Ali leaves behind a tangled family legacy – and finances

In the final segment Jeff and relationship counselor Kimber Holdaway talked about Financial Compatibility.  This is such an important topic to Jeff because statistically, finances and infidelity are the top two reasons that marriages end in divorce.  This is an opportunity to provide tips to avoid the arguments that result from poor communicating regarding money.

Jun 20, 2016

Welcome to Declare Your Financial Independence with Jeff Motske.    If this is your first time tuning in this is a show designed to teach the average person to get their financial house in order from a financial planner’s perspective.  

Jeff started the show out by discussing “Your Financial House”.  This is where he asks listeners to visualize the different building blocks of a stable financial financial house starting from the foundation all the way to the roof. 

He also discussed:

How to Manage Your Summer Spending Wisely

In the second segment Jeff tackled listener questions.  Here are some examples:

  1. Subject: I had a bad experience. I’ve been to a retirement seminar before and all they tried to do was sell me products. It was not very informative at all and I left feeling like I wasted my time. What happens at your seminars?
  1. Subject: School loans & Debt. I recently graduated with a law degree and about 78K in debt. I also have about 11K in credit card debt. I took a job at a firm with a salary of 115K and would like to buy a house or condo, but I’ve got all that debt. What’s the right thing to do here?

In the 3rd segment Jeff brought on Attorney Mark Lewis to talk about:

B.B. King's Estate War: 15 Kids, 15 Moms and a "Totally Haywire" Fight

In the final segment Jeff and relationship counselor Kimber Holdaway talked about Financial Compatibility.  This is such an important topic to Jeff because statistically, finances and infidelity are the top two reasons that marriages end in divorce.  This is an opportunity to provide tips to avoid the arguments that result from poor communicating regarding money.

Jun 13, 2016

Welcome to Declare Your Financial Independence with Jeff Motske.    If this is your first time tuning in this is a show designed to teach the average person to get their financial house in order from a financial planner’s perspective.  

Jeff started the show out by discussing “Your Financial House”.  This is where he asks listeners to visualize the different building blocks of a stable financial financial house starting from the foundation all the way to the roof. 

He also discussed:

Five Critical Retirement Moves All Women Should Make Now

In the second segment Jeff tackled listener questions.  Here are some examples:

  1. Subject: I had a bad experience.  I’ve been to a retirement seminar before and all they tried to do was sell me products. It was not very informative at all and I left feeling like I wasted my time. What happens at your seminars?
  1. Subject: Credit Card Debt.  I got an offer for a 0% intro interest offer for 12 months. Should I use this card to pay off my high interest card that has a little over $7K?
  1. Subject: Getting Divorced.  My wife and I are separated and possibly getting a divorce. We have no children, but as far as assets we have our home, 2 rental properties, a 3rd that was mine before we got married and a retirement account. Do you know how the assets will be split and what happens with the investments?

In the 3rd segment Jeff brought on Attorney Mark Lewis to talk about:

ESTATE PLANNING HORROR STORIES

In the final segment Jeff and relationship counselor Kimber Holdaway talked about Financial Compatibility.  This is such an important topic to Jeff because statistically, finances and infidelity are the top two reasons that marriages end in divorce.  This is an opportunity to provide tips to avoid the arguments that result from poor communicating regarding money.

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