Info

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.
RSS Feed
The Jeff Motske Show
2019
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June


All Episodes
Archives
Now displaying: March, 2018
Mar 31, 2018

On this episode of The Jeff Motske Show, Jeff discusses which option is better, paying off student loans or start saving for retirement? In our Love and Money segment, Jeff helps a concerned listener who is worried about helping a loved one because of the extra cost that comes with it. Mark Lewis joins Jeff in our Estate Planning segment to discuss how delaying filing for divorce can impact your estate plan.  Cary Boring, Vice President Of Investments at Trilogy Financial joins Jeff in our Ask Jeff segment.  Get to know Cary and see if he may be the right fit for you as Financial Advisor.

BE A PART OF THE SHOW: 

Call 800-399-9637 and leave us a question on our voicemail.  Jeff listens to all voicemails and will answer your question on the air!

Or

Email your questions to: askjeff@trilogyfs.com 

SUBSCRIBE TO THE SHOW SO YOU CAN SEARCH OLD SHOWS AND GET YOUR FINANCIAL QUESTIONS ANSWERED!!

Mar 24, 2018

On this episode of The Jeff Motske Show, Jeff will get into the importance of relationships with your financial advisor.  Jeff answers a call in question regarding maxing out Roth IRA's, and don't miss our Love and Money segment with Kimber Holdaway.  Jeff and Kimber discuss if it's a good idea to take money from your credit card when you get a hot tip on an investment.  Mark Lewis joins Jeff in our estate planning segment to help a listener with a question regarding helping their parent get their estate plan in order when fear is involved.  Are you looking for a Financial Advisor?  Get to know Mike Loo, Vice President Of Investments at Trilogy Financial in our Ask Jeff segment.

BE A PART OF THE SHOW!!

1-800-399-9637 OR EMAIL US AT ASKJEFF@TRILOGYFS.COM

SUBSCRIBE TO THE SHOW SO YOU CAN SEARCH OLDER SHOWS AND GET YOUR FINANCIAL QUESTIONS ANSWERED!

Mar 17, 2018

Find out how to determine if your financial advisor is right for you on this episode of The Jeff Motske Show.  Also, in our Love and Money segment, Jeff and Kimber discuss how to encourage a loved one to consider retirement.  Attorney Mark Lewis joins Jeff in the studio to talk about how to avoid legal drama after a loved one dies, and get to know more about Jim Young, Managing Vice President at Trilogy Financial.

HAVE A QUESTION FOR JEFF?  CALL 1-800-399-9637 ANYTIME AND LEAVE US A VOICEMAIL OR SEND AN EMAIL AT ASKJEFF@TRILOGYFS.COM

Subscribe to the podcast to search old shows and get your financial questions answered.

 

Mar 10, 2018

On this weeks episode of The Jeff Motske Show, Jeff discusses being more proactive in overseeing your investments.  In our Love and Money segment, Jeff and Kimber talk about the very important topic of emotional vs. logical spending within the family.  Mark Lewis joins Jeff in the Estate Planning segment and discuss the legal and ethical implications of secretly changing your will.

If you would like to be a part of the show, please call 1-800-399-9637 24 hours a day.  Simply leave your question for Jeff on his voicemail and he may just answer it on the air!  You can also email your question to askjeff@trilogyfs.com

DON'T FORGET TO SUBSCRIBE TO THE JEFF MOTSKE SHOW PODCAST!!

Mar 3, 2018

On this episode of The Jeff Motske Show, Jeff gives the strategy behind filling your financial buckets.  In our Love And Money segment, Jeff and Kimber discuss finding the right balance between spending and saving.  A listener wonders what advice Jeff has for young people who want to be financially successful and finally, Scott Naiman, Vice President Of Wealth Planning at Trilogy Financial joins Jeff in the studio.

STILL HAVE FINANCIAL QUESTIONS? SUBSCRIBE TO THE PODCAST TO SEARCH THROUGH OLD SHOWS TO GET THEM ANSWERED.

1