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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: 2019
Sep 9, 2019

On this weeks Jeff Motske Show podcast, Jeff discusses how to recover from a traumatic event.  Long time Trilogy Financial advisor, Mike Fibiger joins Jeff to share his personal story.

If you have a financial question, please call 1-800-399-9637 and leave us a voicemail.

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

 

Aug 26, 2019

Jeff welcomes our favorite estate planning attorney, Mark Lewis back to the show.  This week, Mark explains how to select the correct estate planning attorney.  

This information is not intended to be a substitute for individualized legal advice.  

Trilogy Financial, Trilogy Capital and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

 

If you have a financial question for Jeff, please leave us a voicemail at 1-800-399-9637.  You can also email your questions here: askjeff@trilogyfs.com 

 

Aug 15, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes long-time Trilogy Financial advisor, Scott Naiman to discuss how indecision can affect people financially.

If you have a financial question for Jeff, leave us a voicemail here:

1-800-399-9637

You can also reach us at askjeff@trilogyfs.com 

 

Jul 29, 2019

This week, Jeff welcomes long time Trilogy Financial Advisor, Darcy Borella to the show.  Darcy discusses her extensive history in the advanced medical care field.  

If you have a financial question you want answered, call us at 1-800-399-9637.  

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

Jul 15, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes Love And Money co-host, Kimber Holdaway back to the studio to discuss finances when prepping for marriage.

If you have a financial question for Jeff, leave us a voicemail at 1-800-399-9637.  Or you can email your questions here: askjeff@trilogyfs.com 

Jul 1, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes Trilogy Financial Advisor, Mike Loo to the studio.  Mike gives us insight on what to do when parents gift money to children or grandchildren. 

If you have a financial question and want Jeff to answer it on the podcast, call 1-800-399-9637 or you can email us here: askjeff@trilogyfs.com 

 

Jun 17, 2019

On this Jeff Motske Show podcast, Trilogy Financials Managing Vice President from the San Diego office, Windus Fernandez Brinkkord joins Jeff in the studio to discuss what most people DON'T know when using real estate for income and security.

If you have a financial question, please call 1-800-399-9637 or email the show here: askjeff@trilogyfs.com 

Jun 4, 2019

On this Jeff Motske Show Podcast, Jeff welcomes Trilogy Financials Managing Vice President of the Irvine CA office, Jim Young to the studio to discuss retirement readiness.

If you have a financial question you would like answered on the show, leave us a voicemail: 1-800-399-9637

Or email: askjeff@trilogyfs.com 

May 25, 2019

Learn how to correct RMD (required minimum distribution) mistakes on this Jeff Motske Show podcast.  Also, find out when you should introduce your children to your wealth team.  Kimber Holdaway joins Jeff in the Love And Money segment and discusses how to allocate household funds.  Plus, Trilogy Financials Vice President Of Wealth Planning, Scott Naiman joins Jeff in the studio.

Call us at 1-800-399-9637 with any financial questions.

Email us here: askjeff@trilogyfs.com 

 

May 18, 2019

On this week's Jeff Motske Show podcast, Jeff will discuss contributing to an unemployed spouse's IRA, and touch on stretch IRA's.  Do you really need them?  Kimber Holdaway joins Jeff on the show in the Love And Money segment to explain the correct way to loan money to a son or daughter.  Plus, Trilogy Financials Vice President Of Wealth Planning, David Willett joins Jeff in the studio.

If you have a financial question you want answered, leave us a voicemail.  1-800-399-9637 You can email your questions as well.  askjeff@trilogyfs.com 

“Stretch IRA” is a marketing term implying the ability of a beneficiary of a Decedent’s IRA to withdraw the least amount of money at the latest allowable time in order to maintain the inherited IRA assets for the longest time period possible. Beneficiary distribution options depend on a number of factors such as the type and age of the beneficiary, the relationship of the beneficiary to the decedent and the age of the decedent at death and may result in the inability to “stretch” a decedent’s IRA. Illustration values will greatly depend on the assumptions used which may not be predictable such as future tax laws, IRS rules, inflation and constant rates of return. Costs including custodial fees may be incurred on a specified frequency while the account remains open.

 

This information is not intended to be a substitute for individualized legal advice.

 

May 11, 2019

On this Jeff Motske Show podcast, learn how to pick the right type of protection.  If you are a retiree, how should you prepare for a downturn in the market? Mark Lewis discusses blended families in the Estate Planning segment, and Trilogy Financial Advisors, Tom Elkins and Isaac Hansen join Jeff on the show.

If you have financial questions, leave us a voicemail.  1-800-399-9637 or email them here: askjeff@trilogyfs.com 

This information is not intended to be a substitute for individualized legal advice. Trilogy Financial and LPL Financial do not provide legal advice or services.

 

May 4, 2019

On this weeks Jeff Motske Show podcast, Jeff touches on 401(k)'s vs. Roth IRA's.  Mark Lewis returns in the Estate Planning segment to talk about using online tools for estate planning.  Is it a good idea?  Plus, Trilogy Financials Managing Vice President in the Scottsdale, Arizona office, Gonzalo De Leon Plata phones into the show.

If you have a question for Jeff, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

Apr 27, 2019

On this weeks Jeff Motske Show podcast, Jeff discusses 529 plans for multiple children.  In the Love And Money segment, Kimber and Jeff help a listener navigate cars with children.  Learn how to prepare for raising a child with special needs, plus Trilogy Financial Wealth Advisor, Matthew Phillips joins Jeff in the studio.

If you have a financial question, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

Apr 20, 2019

On this Jeff Motske Show podcast, Jeff explains how to manage empty-nest finances.  Kimber Holdaway returns in the Love And Money segment to discuss staying on the same page as your spouse when you have different retirement dates.  Mark Lewis talks about life insurance and divorce in the Estate Planning segment, and Trilogy Financials Wealth Advisor, Derrick Blanchette joins Jeff in the studio.

If you have a financial question, call 1-800-399-9637 or email them here: askjeff@trilogyfs.com 

Apr 17, 2019

On this weeks Jeff Motske Show podcast, Jeff explains how to save for big results.  Also, Jeff talks about homeowner preparedness and how to merge your finances.  Don't miss Trilogy Financials Managing Vice President of the Irvine, CA office, Jim Young as he joins Jeff in the studio.  

If you have a financial question for Jeff, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

 

Apr 6, 2019

On this Jeff Motske Show podcast, Jeff discusses retirement issues for single women, non-spouse beneficiaries 401k plans, and explains how to handle foreign assets in an estate plan.  Plus, Trilogy Financials Managing President of the Woodland Hills branch, Robert Wheatley, joins Jeff in the studio.

If you have a question for Jeff, call 1-800-399-9637 or email askjeff@trilogyfs.com 

Mar 30, 2019

On this weeks Jeff Motske Show podcast, learn how to make your money work for you when your income is growing.  Jeff tells us how to merge financial households, and discusses children and investing.  Casey Dettorre, Trilogy Financials Senior Vice President Of Wealth Planning, joins Jeff in the studio.

If you have a question for Jeff, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

Mar 23, 2019

On this weeks Jeff Motske Show podcast, Jeff explains how to avoid being part of the sandwich generation.  Also, Jeff gives tips if you are thinking about un-retiring.  Find out what happens to a 529 plan when the owner passes or becomes incapacitated.  And finally, Trilogy Financials Senior Vice President Of Wealth Planning, Nathan Brown joins Jeff in the studio.

If you have a financial question, leave Jeff a message at 1-800-399-9637 or email them here: askjeff@trilogyfs.com 

Mar 16, 2019

This Jeff Motske Show podcast will explain ways to avoid impulsive spending.  Also, Jeff tells us what you need to know if you are thinking about un-retiring.  In the Love And Money segment, Kimber and Jeff give tips for couples who are struggling to get on the same financial page.  Finally, Trilogy Financials Senior Vice President Of Wealth Planning, Keegan Tanghe joins Jeff in the studio.

If you have a financial question, call 1-800-399-9637.  You can also email your questions here: askjeff@trilogyfs.com 

Mar 9, 2019

On this weeks Jeff Motske Show podcast, Jeff teaches us how retirement planning can help with your charitable giving.  In the Love And Money segment, Kimber and Jeff explain to a listener the best way to communicate your estate plan to your loved ones.  Plus, Trilogy Financials Senior Vice President Of Investments, Dave Huisinga joins Jeff in the studio.

If you have a financial question for Jeff, leave us a voicemail at 1-800-399-9637.  You can also email your questions here: askjeff@trilogyfs.com 

Mar 2, 2019

This weeks Jeff Motske Show podcast focuses on how to talk about finances in new relationships.  Plus, Jeff explains how to prepare financially for chronic illness.  Mark Lewis returns this week in the Estate Planning segment to discuss the "broken-heart syndrome."  Plus, Trilogy Financials Senior Vice President Of Investments, Tom Walden joins Jeff in the studio.

If you have a financial question you want answered, call 1-800-399-9637.  You can also email your questions here: askjeff@trilogyfs.com 

 

Feb 23, 2019

On this weeks Jeff Motske Show podcast, Jeff touches on financial independence in the midst of chronic illness.  Plus, find out if a Roth IRA is a good fit for you.  Mark Lewis returns this week in the Estate Planning segment to explain the difference between joint tenancy and transfer on death deeds. Also, Trilogy Financials Vice President Of Investments, Mike Loo joins Jeff in the studio.

If you have a financial question for Jeff, leave us a voicemail at 1-800-399-9637.  You can also email your questions here: askjeff@trilogyfs.com 

 

 

Feb 16, 2019

You will learn about financial advisor compensation and fees on this Jeff Motske Show podcast.  Jeff tells us what he thinks is better, minimizing debt, or saving for retirement?  Also, how do you avoid financial infidelity?  Plus, Trilogy Financials Vice President Of Wealth Planning, Scott Naiman joins Jeff in the studio.

If you have a financial question for Jeff, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

Feb 13, 2019

On this weeks Jeff Motske Show podcast, Jeff describes which is better, credit cards or cash?  In the Love And Money segment, Jeff and Kimber discuss what's right for your family when it comes to stay at home parenting.  Plus, Richard Watts, author of the book, Entitlemania joins Jeff in studio.

If you have a question for Jeff, call 1-800-399-9637 or email Jeff at askjeff@trilogyfs.com 

 

Feb 2, 2019

On this weeks Jeff Motske Show podcast, Jeff tells us why a budget is valuable for everyone.  Jeff also explains how to pay for long-term care.  Kimber Holdaway is back in the Love And Money segment this week to talk about cleaning up your kids finances without paying a dime.  Plus, Trilogy Financial Vice President Of Wealth Planning, Les McMullen joins Jeff in the studio.

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

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