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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: November, 2016
Nov 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:

The Most Important Estate Planning Issue Boomers Need To Address

By the year 2050, it is estimated that 1 out of every 5 Americans will be over the age of 65, with people aged 85+ the fastest growing demographic in the nation. The good news is that people are living longer, even with chronic diseases that used to lead to early death. 

The challenge is that this requires different planning than the traditional practice of simply having a power of attorney in place to help in case of incapacity and making sure the will is up-to-date to include the intended heirs. As this demographic continues to grow, so will instances of fraud and financial abuse of seniors. As approximately 3.5 million Baby Boomers enter retirement each year, the time to make sure your estate planning documents protect you or your parents from fraud and abuse is now. In fact, experts recommend making the bulk of these major financial decisions by age 50.

The big issue here is that when most estate plans are created, particularly with married couples, both spouses are of very sound mind and the natural inclination is simply to name each other as agents in case of incapacity. This is fine, but it’s important to make sure that there are contingent situations addressed as well. For example, what happens if they divorce? 

 

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