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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: June, 2018
Jun 30, 2018

This weeks Jeff Motske Show podcast focuses on financial responsibility.  Kimber Holdaway joins Jeff in studio for the Love And Money segment to discuss how to plan for retirement together when you keep your finances apart.  Estate planning Attorney Mark Lewis talks about basing your financial stability on an inheritance and Managing Vice President at Trilogy Financial, Jim Young joins Jeff in studio.

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

Subscribe to the show for the ability to search old shows and get your financial questions answered.

Jun 23, 2018

On this weeks Jeff Motske Show podcast, Jeff will discuss how to catch up on retirement if you're over 50.  In the Love And Money segment, Jeff and Kimber talk about family, finances, and life.  Vice President Of Wealth Planning at Trilogy Financial, David Willett joins Jeff in studio with his team member, Marie Shtiklind.  Find out if they are a match for you if you are looking for a financial advisor.

Be a part of the show by calling 1-800-399-9637 or email your questions here:  askjeff@trilogyfs.com 

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

Jun 16, 2018

Jeff discusses the changing trends in planning for your financial future on this episode of The Jeff Motske Show.  Are your financial stumbles teachable moments for your children?  Find out in the Love And Money segment with Kimber Holdaway.  Our favorite estate planning attorney, Mark Lewis is back this week to answer the question, how many Americans have a will or a trust.  Mike Loo, Vice President Of Investments at Trilogy Financial wraps up the show.  Learn more about Mike and see if he is a potential fit as advisor for you!

To be a part of the show or to get your financial questions answered, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

Don't forget to subscribe to the show to search old shows and get all your financial questions answered.

Jun 9, 2018

On this weeks Jeff Motske Show podcast, we will be discussing all things social security, from whether you can stop taking your benefits once you've started, to how working part time in retirement can impact you.  In the Love And Money segment, Jeff and Kimber talk about wanting to help your loved ones' I do when your wallet says I don't.

Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

You can subscribe to the Jeff Motske Show podcast to search old shows and get your financial questions answered.

Jun 2, 2018

How much money is enough for retirement?  Find out on this weeks Jeff Motske Show Podcast.  Jeff and Kimber tackle what to do when your children don't want to inherit the family business, and Trilogy Financial Senior Vice President Of Wealth Planning, Nathan Brown with his team members Mathew Phillips, and Joshua Counts join Jeff in the studio.

If you want to be a part of the show, call 1-800-399-9637 and leave us your question.  You can also email your question here: askjeff@trilogyfs.com 

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

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