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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: February, 2018
Feb 24, 2018

On this podcast of The Jeff Motske Show, you will learn smart strategies for organizing your personal finances.  We discuss positive approaches to discussing money with your significant other, and how to avoid probate.  Jeff welcomes Mike Fibiger to the studio.  Mike is the Vice President Of Wealth Planning at Trilogy Financial.

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Feb 17, 2018

On this weeks podcast, Jeff will discuss how to weather a stormy stock market.  Jeff and Kimber tell us how to teach teenagers that money isn't everything in our Love and Money segment.  Mark Lewis joins Jeff and tells us how to prepare for a first meeting with an estate planning attorney.  Finally, Vice President Of Wealth And Planning at Trilogy Financial, Gonzalo Leon Plata, joins Jeff in the studio.

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Feb 10, 2018

On this weeks podcast, Jeff will discuss the benefits of cash-based spending. 

In the Love and Money segment, Jeff and Kimber talk about how to overcome avoidance and begin building financial compatibility.

Do you know what to do when a loved one dies with an outdated will or trust?  In our Estate Planning segment, Jeff and Mark Lewis will let you know.

Tom Elkins and Brian Gasbarro join Jeff in the studio for the Ask Jeff segment.  Tom is the Managing Vice President and Brian is a Financial Advisor at Trilogy Financial.

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Feb 4, 2018

On this episode of The Jeff Motske Show, we will be discussing financial role models, how to handle a spouse that is an impulse spender, the best and worst estate planning decisions people make over and over, and Diane Zing, Vice President Of Wealth Planning at Trilogy Financial joins Jeff in the studio.

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