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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: May, 2019
May 25, 2019

Learn how to correct RMD (required minimum distribution) mistakes on this Jeff Motske Show podcast.  Also, find out when you should introduce your children to your wealth team.  Kimber Holdaway joins Jeff in the Love And Money segment and discusses how to allocate household funds.  Plus, Trilogy Financials Vice President Of Wealth Planning, Scott Naiman joins Jeff in the studio.

Call us at 1-800-399-9637 with any financial questions.

Email us here: askjeff@trilogyfs.com 

 

May 18, 2019

On this week's Jeff Motske Show podcast, Jeff will discuss contributing to an unemployed spouse's IRA, and touch on stretch IRA's.  Do you really need them?  Kimber Holdaway joins Jeff on the show in the Love And Money segment to explain the correct way to loan money to a son or daughter.  Plus, Trilogy Financials Vice President Of Wealth Planning, David Willett joins Jeff in the studio.

If you have a financial question you want answered, leave us a voicemail.  1-800-399-9637 You can email your questions as well.  askjeff@trilogyfs.com 

“Stretch IRA” is a marketing term implying the ability of a beneficiary of a Decedent’s IRA to withdraw the least amount of money at the latest allowable time in order to maintain the inherited IRA assets for the longest time period possible. Beneficiary distribution options depend on a number of factors such as the type and age of the beneficiary, the relationship of the beneficiary to the decedent and the age of the decedent at death and may result in the inability to “stretch” a decedent’s IRA. Illustration values will greatly depend on the assumptions used which may not be predictable such as future tax laws, IRS rules, inflation and constant rates of return. Costs including custodial fees may be incurred on a specified frequency while the account remains open.

 

This information is not intended to be a substitute for individualized legal advice.

 

May 11, 2019

On this Jeff Motske Show podcast, learn how to pick the right type of protection.  If you are a retiree, how should you prepare for a downturn in the market? Mark Lewis discusses blended families in the Estate Planning segment, and Trilogy Financial Advisors, Tom Elkins and Isaac Hansen join Jeff on the show.

If you have financial questions, leave us a voicemail.  1-800-399-9637 or email them here: askjeff@trilogyfs.com 

This information is not intended to be a substitute for individualized legal advice. Trilogy Financial and LPL Financial do not provide legal advice or services.

 

May 4, 2019

On this weeks Jeff Motske Show podcast, Jeff touches on 401(k)'s vs. Roth IRA's.  Mark Lewis returns in the Estate Planning segment to talk about using online tools for estate planning.  Is it a good idea?  Plus, Trilogy Financials Managing Vice President in the Scottsdale, Arizona office, Gonzalo De Leon Plata phones into the show.

If you have a question for Jeff, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com 

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