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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: April, 2018
Apr 28, 2018

Welcome to The Jeff Motske Show!  On this episode, learn how to evaluate your relationship with your financial advisor.  In the Love And Money segment, Jeff and Kimber give their thoughts on how to navigate mixing business with family.  Mark Lewis returns in our Estate Planning segment to discuss the differences between a revocable and irrevocable trust.  Jeff closes out the show and reveals the truth about tax refunds.

Be a part of the show!  Call 1-800-399-9637 or email your questions to askjeff@trilogyfs.com 

Subscribe to The Jeff Motske Show to search past shows and get your financial questions answered.

Apr 21, 2018

On this episode of The Jeff Motske Show, Jeff will tell you how to select the right financial advisor for you.  In the Love And Money segment, Jeff and Kimber explain the importance of keeping a child accountable when you're financing their education.  Looking for a Financial Advisor?  Meet long time Financial Advisor at Trilogy Financial, David Willett and his team member Marie Shtilkind.

If you have any questions or want to be part of the show, call 1-800-399-9637 and leave us a voicemail.  Jeff listens to all calls and your question may be answered on the show.

Email your questions to askjeff@trilogyfs.com

Subscribe to the show to search old shows and get your financial questions answered!

Apr 14, 2018

On this weeks episode of The Jeff Motske Show, Jeff focuses on what's really necessary to stay informed.  In our Love And Money segment, Jeff and Kimber discuss what happens when couples aren't on the same page for retirement.  Vice President Of Wealth Planning from Trilogy Financial, Scott Naiman and his team members, Derrick Blanchette and Katie Donnelly join Jeff in studio.  Listen to their segment and see if this team may be the right fit for you as Financial Advisors.

Be a part of the show!

Call 1-800-399-9637 or email your questions to askjeff@trilogyfs.com 

Jeff listens to all calls and reads all emails.  Your question may be answered on the air.

Subscribe to the show to search old podcasts and get your financial questions answered!

Apr 7, 2018

On this episode of The Jeff Motske Show, Jeff answers a listeners question regarding how much attention they should be paying to the stock market.  In the Love And Money segment, Jeff and Kimber talk about regaining balance after a loved one dies.  Special guest, Casey Dettorre, Senior Vice President Of Wealth Planning and his team of advisors join Jeff in the studio.  Get to know them and see if they are a right fit for you as Financial Advisor.

Be a part of the show! Call 1-800-399-9637 and leave us your financial question.  Jeff listens to all calls and may answer your question on the air.  You can also email your question here: askjeff@trilogyfs.com 

Subscribe to the show to search for past episodes!

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