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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: March, 2019
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 

 

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