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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: April, 2019
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 

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