On this weeks Jeff Motske Show Podcast, Jeff discusses finding the right time to take your RMD's (Required Minimum Distributions). Also, when you become an empty-nester, how important is it to re-do your financial plan? Jeff touches on life insurance and how much you really need. Plus, Vice President Of Wealth Management, Diane Zing joins Jeff in the studio.
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On this weeks Jeff Motske Show podcast, Jeff gets into what the Fire Movement is and what it entails. Also, if you are looking into buying a home, Jeff explains what you will need to do to be financially prepared. Mark Lewis is on this week for the Estate Planning segment. Mark will talk about separate versus joint trusts for couples. Finally, Trilogy Financials Vice President Of Wealth Planning, Michael Fibiger joins Jeff in the studio.
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On this 200th Jeff Motske Show podcast, Jeff discusses how to handle financial headline hazards. Mark Lewis joins Jeff in the Estate Planning segment to explain how to safely store your estate plan. Plus, Trilogy Financials Managing Vice President, Gonzalo de Leon Plata joins Jeff in the studio.
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Jeff Motske explains how to stay motivated to achieve your goals on this weeks podcast. Also, find out when you're financially sound to gift money. In the Love And Money segment this week, Kimber and Jeff answer a listeners question, "Is it OK to ask for less toys and more college money?" Plus, don't miss Managing Vice President, Mike Broker as he joins Jeff in the studio.