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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: July, 2016
Jul 25, 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:

College costs are out of control 

A college education is now the second-largest expense an individual is likely to make in a lifetime right after purchasing a home. Ironically, one of the reasons the price tag continues to climb is the abundance of loan dollars that discourages schools from keeping their costs in line.

Aid such as the income-based federal Pell grants covered 34 percent of college costs in 2015-16, up from 30 percent in the previous school year.

The second-highest proportion came from parent income and savings, which averaged $6,867, or 29 percent of total spending on college, followed by borrowed money, which covered 20 percent of college expenses in 2015-16. 

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

Estate Planning Horror Stories From the Real World

This week’s story involves a young woman who died prematurely from cancer.  When first diagnosed with cancer, she decided to prepare her own Will. She actually succeeded in preparing a “legal Will”, which complied with all of the witnessing formalities required by Florida law and which named her brother as the personal representative of the estate.    Unfortunately, without having been counseled on important legal issues, her “legal” Will has created many problems for her family.

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.

Jul 18, 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:

Chart watchers diverge on outlook for stocks

Wall Street pros who analyze charts and price patterns to figure out where the stock market is headed next are divided on what the future holds for U.S. stocks: some see trouble ahead while others insist the market is still strong and on track to make record highs sometime in 2016.

In an effort to weed out pure opinion and speculation, USA TODAY turned to "technical analysts".

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.

Jul 11, 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 Super-Fund a Roth IRA

As of 2016, people can contribute up to $18,000 annually to these plans—or $24,000 annually for those over age 50—to defer taxes until this money is withdrawn in retirement.

The IRS ruled in late 2014 that a person's after-tax contributions can now be rolled directly into a Roth IRA and avoid tricky tax issues. In other words, you can effectively "super-fund" a Roth IRA once you leave your employer.

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

Family Feud! 6 Stories Of Problematic Estate Planning

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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