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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: January, 2019
Jan 26, 2019

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.

If you have a financial question and want Jeff to answer it on the air, call 1-800-399-9637 and leave him a message.  You can also email Jeff here: askjeff@trilogyfs.com 

Subscribe to The Jeff Motske Show Podcast for the ability to search old shows and find your financial questions.

Jan 19, 2019

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.

Call 1-800-399-9637 to ask Jeff a question.  Or email your question here: askjeff@trilogyfs.com 

Jan 12, 2019

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.  

If you would like to be a part of the show, call 1-800-399-9637.  You can also email your questions here: askjeff@trilogyfs.com 

 

Jan 5, 2019

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.

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