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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: October, 2018
Oct 27, 2018

Jeff discusses the risks for the sandwich generation on this Jeff Motske Show Podcast.  Jeff also touches on securing your retirement when you're not sure about your pension.  Mark Lewis joins Jeff to talk about financial abuse, and Vice President Of Wealth Planning at Trilogy Financial, David Willett joins Jeff in studio.  If you are looking for financial help, listen to David's segment and see if his team is a right fit for you.

You can ask a question for Jeff by calling 1-800-399-9637 or email your question here:  askjeff@trilogyfinancial.com 

 

 

Oct 20, 2018

Learn how to spend now to prepare for retirement later in this Jeff Motske Show podcast.  Also, estate planning attorney, Mark Lewis explains how to protect an inheritance from divorce.  Plus, Trilogy Financial Advisor, Matthew Phillips joins Jeff on the show.  Find out if Matthew and his team could be a fit for you as financial advisor.

If you have a question for Jeff, call 1-800-399-9637 and leave a message.  Jeff listens to all calls and picks the ones he feels will best help our listeners.  You can also email a question here: askjeff@trilogyfs.com 

If you subscribe to the podcast, you can search old show topics and get your financial questions answered!

Oct 13, 2018

On this weeks Jeff Motske Show podcast, Jeff will give you suggestions on how to avoid spending down your assets to qualify for Medicaid.  In the Love And Money segment, Kimber helps a listener who is having a hard time with family spoiling their children.  Also, Trilogy Financial Advisor, Mike Loo joins Jeff in the studio.  Listen to this segment and see if Mike and his team of advisors may be a right fit for you.

You can always be a part of the show by calling 1-800-399-9637 or you can email your questions to Jeff here:  askjeff@trilogyfs.com 

Subscribe to the show to be able to search old shows and get your financial questions answered.

Oct 6, 2018

On this Jeff Motske Show podcast, Jeff discusses how to avoid spending down your assets to qualify for Medicaid.  In the Love And Money segment, Kimber gives advice on how to stop family from spoiling your children.  Also, Trilogy Financial Advisor, Mike Loo joins Jeff in the studio.

If you want to be a part of the show, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

 

Oct 1, 2018

On this weeks Jeff Motske Show podcast, Jeff will discuss how life insurance can benefit more than your beneficiaries.  In the Love And Money segment, Jeff and Kimber explain how to prevent an inheritance from spoiling the beneficiary, and Trilogy Financials Vice President Of Wealth Planning, Diane Zing joins Jeff on the show.

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

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