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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: September, 2018
Sep 22, 2018

On this Jeff Motske Show podcast, Jeff will discuss how much you should be saving for retirement.  Also, is it wise to borrow from your retirement fund for a down payment on a house? As well as Nathan Brown, Trilogy Financials Senior Vice President Of Wealth Planning joins Jeff in the studio.

You can be a part of the show by calling 1-800-399-9637 or by emailing your questions to this address:  askjeff@trilogyfs.com 

 

Sep 15, 2018

On this episode of The Jeff Motske Show podcast, you will learn the many uses of life insurance.  Jeff also discusses the best way to help your college student manage their money, and Managing Vice President at Trilogy Financial, Jim Young returns to the studio.

If you would like to ask a question for Jeff, call 1-800-399-9637.  You can also email your questions to this email:  askjeff@trilogyfs.com 

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This information is intended to assist in educating you about insurance generally and not to provide personal service. The information discussed may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.

Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.

Sep 8, 2018

On this weeks Jeff Motske Show podcast, Jeff explains how to use life insurance for retirement.  Jeff also touches on how being overly optimistic about your financial future can hurt you.  In the Love And Money segment, Kimber and Jeff explain the importance of making educated decisions for your family when it comes to college.  Also, Trilogy Financials Vice President Of Wealth Planning, Scott Naiman joins Jeff in the studio.  Find out if Scott and his team of advisors are a right match for you.

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

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Sep 1, 2018

On this Jeff Motske Show podcast, Jeff discusses all the expenses to consider when planning for retirement.  Mark Lewis joins Jeff in studio in the Estate Planning segment to answer if it's a good idea to accept an offer from a non-family member to become an executor for their estate.  Also, Trilogy Financials Managing Vice President, Windus Fernandez Brinkkord joins Jeff in the studio.

If you want to be a part of the show, call 1-800-399-9637 and leave Jeff a message.  Or you can email your questions here: askjeff@triligyfs.com 

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