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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: August, 2016
Aug 29, 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:

The Portfolio Checklist

  • Make sure your portfolio is correct for your age and risk tolerance
  • Know what you are paying for and WHY!!!!
  • Have a strategy that Reviews and rebalance your broadly diversified portfolio
  • Understand how taxes and distributions will work in your portfolio
  • Review your portfolio with your husband and/or wife 2 to 3 times a year.

WHAT DISTINGUISHES A GOOD ESTATE PLAN FROM A BAD ONE?

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.

Aug 22, 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:

A record 60 million adult Americans live with their parents or grandparents

  • Percentage of Americans living in multigenerational households grew from 12 per cent in 1980 to 19 per cent in 2014
  • Another Pew Research Center study found that for millennials ages 18 to 34, living at home with parents became the most common arrangement in 2014 for the first time in 130 years.

The First Thing You Must Do When Your Divorce Is Final

If your marriage ends you should immediately take steps to ensure your interests are protected and your estate plan reflects your new marital status.

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.

Aug 15, 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:

Blended Families: The Estate Planning Questions You Need to Ask

42 % of adults now have some kind of step-relationship. In a blended family situation, there are more opportunities to get it wrong, and the stakes are often higher. Ensuring your assets are distributed to a current spouse and not an ex, or that your children and stepchildren are treated according to your wishes is paramount in your planning.

Who takes care of the kids if one parent dies—the surviving spouse or the natural parent? Which assets belong to which spouse?

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.

Aug 8, 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:

While US experienced Inflation of 1.95% per year since 2005, many career jobs went down in annual pay.

Bureau of Labor Statistics -

Jobs That Pay Way Less Than They Used To

  1. Industrial Organizational Psychologists 2005 income $109K in 2015 is $92K
  2. Chiropractors – 2005 - $100K vs 2015 - $78K
  3. Locomotive Engineers – 2005 - $73K vs 2015 - $59K
  4. Office Equipment Repair – 2005 - $46K vs 2015 - $39K
  5. Seamstress – 2005 - $41K vs. 2015 - $26K

Jobs That Pay Way More Than They Used To

  1. Genetic Counselor – 2005 - $48K vs. 2015 - $75K
  2. Judicial Law Clerks – 2005 - $45K vs. 2015 - $60K
  3. Benefits Manager – 2005 - $93K vs. 2015 - $122K
  4. Petroleum Engineers – 2005 - $118K – 2015 - $150K
  5. Film and Video Editors 2005 - $80K – 2015 - $93K

Estate Planning Questions to ask Yourself that you may not think of

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.

Aug 1, 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:

U.K. financial services firms will retain rights in EU - Johnson

http://finance.yahoo.com/news/british-financial-services-firms-win-191848540.html

British Foreign Secretary Boris Johnson said on Friday he expects the U.K. to retain the right for its financial firms to sell services across European Union member states after Britain's exit from the bloc.

One main concern that remains is whether Britain's financial services sector will keep its so-called "passporting" rights.

Passporting is a lynchpin feature of the EU's single market, especially for banks, as it allows firms to provide services to clients across the EU. The loss of it for U.K.-based firms could cripple London's standing as a global financial center.

Johnson told reporters that he had received reassurances from companies, including banks, drug makers and manufacturers, that Britain remained "very much part" of their global business footprint, although they expressed concern over the uncertainty ahead over how the U.K. government negotiates its separation from the EU.

Estate Planning Nightmare Story

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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