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
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: November, 2018
Nov 24, 2018

On this week's Jeff Motske Show podcast, Jeff explains what to consider when retiring outside the country.  Jim Young, Managing Vice President at Trilogy Financial joins Jeff in the studio as well as Vice President of Investments, Mike Loo, and Wealth Advisor, Sebastian Ruelas.  Find out if this team of advisors is the right fit for you.

If you have financial questions, leave us a voicemail.  1-800-399-9637

You can also email Jeff a question here:  askjeff@trilogyfs.com 

 

Nov 17, 2018

On this episode of The Jeff Motske Show podcast, Jeff will explain charitable contribution write-offs.  Jeff also answers an email regarding social security benefits for widows.  Jeff touches on talking to your college student about the dangers of credit cards, and lastly, Vice President Of Wealth Planning at Trilogy Financial, Scott Naiman and Wealth Advisor, Derrick Blanchette join Jeff in the studio.

Call 1-800-399-9637 if you have financial questions.  You can also email your questions here: askjeff@trilogyfs.com 

 

Nov 9, 2018

This Jeff Motske Show podcast focuses on holiday bonuses and budgets: How to stay focused on your financial independence during the holiday season.  In the Love And Money segment, Jeff and Kimber figure out how to reduce stress when budgeting for the holidays.  Also, Trilogy Financials Managing Vice President, Robert Wheatley joins Jeff in the studio.  Listen to this segment and see if Robert could be a right fit for you as Financial Advisor.

If you have a question for Jeff, call 1-800-399-9637.  

You can also email your questions here: askjeff@trilogyfs.com 

 

Nov 3, 2018

On this episode of The Jeff Motske Show Podcast, Jeff discusses widow benefits in relation to social security.  In our Love And Money segment, Jeff and Kimber recognize who is affected by your decisions and who's decisions affect you.  Also, Vice President Of Wealth Planning at Trilogy Financial, Isaac Hansen joins Jeff in the studio.

If you have a financial question for Jeff, call 1-800-399-9637

You can also email your questions here: askjeff@trilogyfs.com

 

1