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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 4
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.

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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.

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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.

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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.

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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.

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