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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: February, 2019
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 

Subscribe to the weekly podcast to search old shows and get your financial questions answered. 

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