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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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The Jeff Motske Show
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Now displaying: Page 3
Jun 2, 2018

How much money is enough for retirement?  Find out on this weeks Jeff Motske Show Podcast.  Jeff and Kimber tackle what to do when your children don't want to inherit the family business, and Trilogy Financial Senior Vice President Of Wealth Planning, Nathan Brown with his team members Mathew Phillips, and Joshua Counts join Jeff in the studio.

If you want to be a part of the show, call 1-800-399-9637 and leave us your question.  You can also email your question here: askjeff@trilogyfs.com 

Subscribe to The Jeff Motske Show Podcast to search old shows and get your financial questions answered.

May 26, 2018

On this episode of The Jeff Motske Show, Jeff discusses financial planning in the age of dementia.  In the Love And Money segment, Jeff and Kimber talk about college funding and family dynamics.  Senior Vice President Of Wealth Planning, Eric Myre of Trilogy Financial, along with Trilogy advisors, Eric Johnson and Perry Johnson join Jeff in the studio.  Find out if they may be the right advisors for you.

Be a part of the show! Call us at 1-800-399-9637 or email your question at askjeff@trilogyfs.com 

Don't forget to subscribe to the podcast to search old shows and get your financial questions answered.

May 19, 2018

On this episode of The Jeff Motske Show, Jeff discusses handling technological advancements in the financial industry.  In the Love And Money segment, Jeff and Kimber talk about repairing financial infidelity in relationships.  Also, Trilogy Financial Managing Vice President, Robert Wheatley joins Jeff in the studio.

Be a part of the show by calling 1-800-399-9637 or email your questions to askjeff@trilogyfs.com 

Subscribe to the show to search old shows and get your financial questions answered!

May 12, 2018

On this podcast of The Jeff Motske Show, Jeff explains how to be mindful with your money.  In the Love And Money segment, Jeff and Kimber explain how to turn down a referral and why it's important to find wealth building professionals that are right for you.  Mark Lewis joins Jeff in the studio for our Estate Planning segment to discuss why it's important to find an attorney that specializes in estate planning.  Also, learn how to contribute to your loved one's higher education without penalizing them.

Be a part of the show!  Call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com

Don't forget to subscribe to the show to search old shows and get your financial questions answered. 

 

 

May 5, 2018

Welcome to The Jeff Motske Show podcast!  Jeff helps small business owners by discussing potential beneficial tax opportunities.  In the Love And Money Segment, Jeff and Kimber help a couple who disagree on members of their wealth building team.  Later in the podcast, Managing Vice President of Trilogy Financial, Jim Young, and Estate Planning Attorney, Mark Lewis join Jeff and discuss managing your financial team.

If you want your questions answered on the show, leave us a voicemail at 1-800-399-9637 or email us at askjeff@trilogyfs.com 

Subscribe to the show to search old shows and topics you have questions about!

Apr 28, 2018

Welcome to The Jeff Motske Show!  On this episode, learn how to evaluate your relationship with your financial advisor.  In the Love And Money segment, Jeff and Kimber give their thoughts on how to navigate mixing business with family.  Mark Lewis returns in our Estate Planning segment to discuss the differences between a revocable and irrevocable trust.  Jeff closes out the show and reveals the truth about tax refunds.

Be a part of the show!  Call 1-800-399-9637 or email your questions to askjeff@trilogyfs.com 

Subscribe to The Jeff Motske Show to search past shows and get your financial questions answered.

Apr 21, 2018

On this episode of The Jeff Motske Show, Jeff will tell you how to select the right financial advisor for you.  In the Love And Money segment, Jeff and Kimber explain the importance of keeping a child accountable when you're financing their education.  Looking for a Financial Advisor?  Meet long time Financial Advisor at Trilogy Financial, David Willett and his team member Marie Shtilkind.

If you have any questions or want to be part of the show, call 1-800-399-9637 and leave us a voicemail.  Jeff listens to all calls and your question may be answered on the show.

Email your questions to askjeff@trilogyfs.com

Subscribe to the show to search old shows and get your financial questions answered!

Apr 14, 2018

On this weeks episode of The Jeff Motske Show, Jeff focuses on what's really necessary to stay informed.  In our Love And Money segment, Jeff and Kimber discuss what happens when couples aren't on the same page for retirement.  Vice President Of Wealth Planning from Trilogy Financial, Scott Naiman and his team members, Derrick Blanchette and Katie Donnelly join Jeff in studio.  Listen to their segment and see if this team may be the right fit for you as Financial Advisors.

Be a part of the show!

Call 1-800-399-9637 or email your questions to askjeff@trilogyfs.com 

Jeff listens to all calls and reads all emails.  Your question may be answered on the air.

Subscribe to the show to search old podcasts and get your financial questions answered!

Apr 7, 2018

On this episode of The Jeff Motske Show, Jeff answers a listeners question regarding how much attention they should be paying to the stock market.  In the Love And Money segment, Jeff and Kimber talk about regaining balance after a loved one dies.  Special guest, Casey Dettorre, Senior Vice President Of Wealth Planning and his team of advisors join Jeff in the studio.  Get to know them and see if they are a right fit for you as Financial Advisor.

Be a part of the show! Call 1-800-399-9637 and leave us your financial question.  Jeff listens to all calls and may answer your question on the air.  You can also email your question here: askjeff@trilogyfs.com 

Subscribe to the show to search for past episodes!

Mar 31, 2018

On this episode of The Jeff Motske Show, Jeff discusses which option is better, paying off student loans or start saving for retirement? In our Love and Money segment, Jeff helps a concerned listener who is worried about helping a loved one because of the extra cost that comes with it. Mark Lewis joins Jeff in our Estate Planning segment to discuss how delaying filing for divorce can impact your estate plan.  Cary Boring, Vice President Of Investments at Trilogy Financial joins Jeff in our Ask Jeff segment.  Get to know Cary and see if he may be the right fit for you as Financial Advisor.

BE A PART OF THE SHOW: 

Call 800-399-9637 and leave us a question on our voicemail.  Jeff listens to all voicemails and will answer your question on the air!

Or

Email your questions to: askjeff@trilogyfs.com 

SUBSCRIBE TO THE SHOW SO YOU CAN SEARCH OLD SHOWS AND GET YOUR FINANCIAL QUESTIONS ANSWERED!!

Mar 24, 2018

On this episode of The Jeff Motske Show, Jeff will get into the importance of relationships with your financial advisor.  Jeff answers a call in question regarding maxing out Roth IRA's, and don't miss our Love and Money segment with Kimber Holdaway.  Jeff and Kimber discuss if it's a good idea to take money from your credit card when you get a hot tip on an investment.  Mark Lewis joins Jeff in our estate planning segment to help a listener with a question regarding helping their parent get their estate plan in order when fear is involved.  Are you looking for a Financial Advisor?  Get to know Mike Loo, Vice President Of Investments at Trilogy Financial in our Ask Jeff segment.

BE A PART OF THE SHOW!!

1-800-399-9637 OR EMAIL US AT ASKJEFF@TRILOGYFS.COM

SUBSCRIBE TO THE SHOW SO YOU CAN SEARCH OLDER SHOWS AND GET YOUR FINANCIAL QUESTIONS ANSWERED!

Mar 17, 2018

Find out how to determine if your financial advisor is right for you on this episode of The Jeff Motske Show.  Also, in our Love and Money segment, Jeff and Kimber discuss how to encourage a loved one to consider retirement.  Attorney Mark Lewis joins Jeff in the studio to talk about how to avoid legal drama after a loved one dies, and get to know more about Jim Young, Managing Vice President at Trilogy Financial.

HAVE A QUESTION FOR JEFF?  CALL 1-800-399-9637 ANYTIME AND LEAVE US A VOICEMAIL OR SEND AN EMAIL AT ASKJEFF@TRILOGYFS.COM

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

 

Mar 10, 2018

On this weeks episode of The Jeff Motske Show, Jeff discusses being more proactive in overseeing your investments.  In our Love and Money segment, Jeff and Kimber talk about the very important topic of emotional vs. logical spending within the family.  Mark Lewis joins Jeff in the Estate Planning segment and discuss the legal and ethical implications of secretly changing your will.

If you would like to be a part of the show, please call 1-800-399-9637 24 hours a day.  Simply leave your question for Jeff on his voicemail and he may just answer it on the air!  You can also email your question to askjeff@trilogyfs.com

DON'T FORGET TO SUBSCRIBE TO THE JEFF MOTSKE SHOW PODCAST!!

Mar 3, 2018

On this episode of The Jeff Motske Show, Jeff gives the strategy behind filling your financial buckets.  In our Love And Money segment, Jeff and Kimber discuss finding the right balance between spending and saving.  A listener wonders what advice Jeff has for young people who want to be financially successful and finally, Scott Naiman, Vice President Of Wealth Planning at Trilogy Financial joins Jeff in the studio.

STILL HAVE FINANCIAL QUESTIONS? SUBSCRIBE TO THE PODCAST TO SEARCH THROUGH OLD SHOWS TO GET THEM ANSWERED.

Feb 24, 2018

On this podcast of The Jeff Motske Show, you will learn smart strategies for organizing your personal finances.  We discuss positive approaches to discussing money with your significant other, and how to avoid probate.  Jeff welcomes Mike Fibiger to the studio.  Mike is the Vice President Of Wealth Planning at Trilogy Financial.

DON'T FORGET TO SUBSCRIBE TO THE PODCAST TO SEARCH OLD SHOWS AND GET YOUR FINANCIAL QUESTIONS ANSWERED!!

Feb 17, 2018

On this weeks podcast, Jeff will discuss how to weather a stormy stock market.  Jeff and Kimber tell us how to teach teenagers that money isn't everything in our Love and Money segment.  Mark Lewis joins Jeff and tells us how to prepare for a first meeting with an estate planning attorney.  Finally, Vice President Of Wealth And Planning at Trilogy Financial, Gonzalo Leon Plata, joins Jeff in the studio.

SUBSCRIBE TO THE PODCAST SO YOU CAN SEARCH OLD PODCASTS AND GET YOUR FINANCIAL QUESTIONS ANSWERED.

Feb 10, 2018

On this weeks podcast, Jeff will discuss the benefits of cash-based spending. 

In the Love and Money segment, Jeff and Kimber talk about how to overcome avoidance and begin building financial compatibility.

Do you know what to do when a loved one dies with an outdated will or trust?  In our Estate Planning segment, Jeff and Mark Lewis will let you know.

Tom Elkins and Brian Gasbarro join Jeff in the studio for the Ask Jeff segment.  Tom is the Managing Vice President and Brian is a Financial Advisor at Trilogy Financial.

SUBSCRIBE TO THE SHOW SO YOU CAN DOWNLOAD OLD PODCASTS AND SEARCH FOR YOUR FINANCIAL QUESTIONS ANYTIME!!

Feb 4, 2018

On this episode of The Jeff Motske Show, we will be discussing financial role models, how to handle a spouse that is an impulse spender, the best and worst estate planning decisions people make over and over, and Diane Zing, Vice President Of Wealth Planning at Trilogy Financial joins Jeff in the studio.

SUBSCRIBE TO THE PODCAST SO YOU CAN SEARCH OLD EPISODES AND GET YOUR FINANCIAL QUESTIONS ANSWERED.

Jan 27, 2018

On this episode of The Jeff Motske Show, Jeff gives advice on teaching college-bound teens how to budget.  In the Love and Money segment, Kimber Holdaway joins Jeff in studio to offer tips to help people that are financially irresponsible.  Mark Lewis gives ideas on how to set healthy, financial boundaries while protecting the financial interests of an aging parent, and Windus Frenandez Brinkkord, Managing Vice President at Trilogy Financial joins Jeff in the studio.

DON'T FORGET TO SUBSCRIBE TO THE PODCAST SO YOU CAN SEARCH PAST EPISODES AND GET YOUR FINANCIAL QUESTIONS ANSWERED.

Jan 20, 2018

On this episode of The Jeff Motske Show, Jeff will prepare you for your first meeting with a financial advisor.  In our Love And Money, segment, Jeff and Kimber give tips on how to neutralize the power struggle over money.  Estate Planning Attorney, Mark Lewis  joins Jeff in studio and explains what happens when a will or trust doesn't exist, and Jeff welcomes special guest, Paul Dio, Wealth Advisor at Trilogy Financial to the studio.

DON'T FORGET TO SUBSCRIBE TO THE SHOW SO YOU CAN DOWNLOAD PAST EPISODES AND GET YOUR FINANCIAL QUESTIONS ANSWERED!

Jan 15, 2018

On this episode of The Jeff Motske Show, Jeff will make sense of the new tax bill.  In our Love and Money segment, Jeff and Kimber explain the best way to discuss finances with children.  Estate Planning Attorney, Mark Lewis discusses the benefits of a trust over a will, and Jeff welcomes Mike Broker to the studio, Managing Vice President at Trilogy Financial.

DON'T FORGET TO SUBSCRIBE TO THE SHOW SO YOU DON'T MISS OUT ON ANY FINANCIAL QUESTIONS YOU MANY HAVE!!

Jan 6, 2018

On this episode of The Jeff Motske Show, Jeff will discuss how to evaluate your 2017 finances, tips on healthy boundaries with family members without being the bad guy, and find out what happens when someone takes personal property from an estate they are not entitled to.

Also, Jeff welcomes to the studio special guest, Kevin Mackintosh, Executive Vice President at Trilogy Financial.

DON'T FORGET TO SUBSCRIBE TO THE SHOW SO YOU WON'T MISS NEXT WEEKS EPISODE!!

Dec 23, 2017

On this episode of The Jeff Motske Show, Jeff explains how charitable donations can save you money in taxes, tips on how to be generous without compromising relationships that matter to you, how to divide your estate unevenly, and deciding the right kind of life insurance is right for you, and how much you will need.

Jeff also welcomes special guest, Keegan Tanghe, Senior Partner at Trilogy Financial.

DON'T FORGET TO SUBSCRIBE TO THE SHOW!

Dec 18, 2017

On this episode of The Jeff Motske Show, Jeff talks about charitable giving, why the ability to receive is equally important as the ability to give, and the complexities of beneficiary planning and contingent beneficiary planning.  

Jeff also welcomes Jim Young, Managing Vice President of Trilogy Financial to the studio.

DON'T FORGET TO SUBSCRIBE TO THE SHOW!!

Dec 9, 2017

On this episode of the Jeff Motske Show, Jeff and Kimber discuss generosity.  Can it be taught?  Also, Jeff and estate planning attorney, Mark Lewis discuss protections and benefits when relying on Uncle Sam to settle your estate.  Jeff and Trilogy Financial Advisor, David Willett close out the show as they discuss making the holidays meaningful.

Don't forget to subscribe to the show!!

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