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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: October, 2016
Oct 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:

(Annual Retirement Confidence Survey)

According to the recently released Retirement Confidence Survey, published annually by the Employee Benefit Research Institute (EBRI), the percentage of workers very confident about having enough money for a comfortable retirement increased from 13 percent in 2013 to 22 percent in 2015, and leveled off at 21 percent in 2016.

Confidence among retirees was even stronger than their working counterparts. Those who felt very confident that they had enough money for a comfortable retirement stood at 39 percent in 2016, more than double the confidence level of 2013, when it was only 18 percent.

Religion and Estate Planning

Oct 16, 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 Incredible Expense of Letting Your Children Play Sports

Jeff and Kimber tackle the difficult topic of whether it's worth paying to allow your children to play club sports.  On the one hand, they may learn a lot, help their application to college and hopefully have fun.  The bad news?  It costs around 15 thousand dollars a year per sport per child.  Yikes!

Oct 10, 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 Clinton or Trump Presidency May Be a Boon for Building ETF’s

Clinton and Trump both agree on ramping up fiscal spending to restore the country's aging infrastructure. No matter who comes out ahead on election day, investors may win with infrastructure-related exchange traded funds.

Clinton has outlined a plan that would raise federal spending on public projects by $275 billion over a five-year period and construct a national infrastructure bank that would run an expanded Build America Bonds program.

According to Trump’s book, “Crippled America: How to Make America Great Again,” the Republican runner has called for a “trillion-dollar rebuilding program” that will be “one of the biggest projects this country has ever undertaken.”

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.

Oct 3, 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 Talk With Your Adult Kids About Their Inheritance

There’s a 70 percent failure rate when transferring family wealth from one generation to another, a loss of control of assets through mismanagement and poor investments. Many of these failures occur because families don’t do enough to prepare their heirs for the hand-off.

One of the most common conflicts among family members arises when they are probating an estate that hasn’t been previously discussed.

Regardless of whether all the children will get exactly the same inheritance, if they know in advance what the will says, the parents can reduce anxiety in an already stressful situation.

What you should tell your adult children about your estate ought to be guided by your family’s values. The most contentious aspects of settling an estate can be the distribution of things like Mom’s diamond engagement ring, Dad’s collection of abstract expressionist artwork or Great-Grandma’s gold-plated china. This is just as true for items that aren’t worth much money, but have a great deal of sentimental value. When you have this conversation, give each child a chance to talk about his or her favorite items and come to an agreement about how everything will be divided up.

As a rule, when it comes to family wealth, it’s best to treat your children equally in your will. If one is incapacitated in some way or has special needs, like autism, you may want to provide additional financial assistance through a special needs trust, an insurance policy or a larger portion of the estate.

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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