Jeff discusses your end of year checklist for those of you in the gig economy on this weeks Jeff Motske Show podcast. Plus, what is better, paying off debt or funding a dream? In the Love And Money segment, Kimber and Jeff talk about what to do when your loved ones' financial causes aren't yours. Also, Trilogy Financial Managing Vice President, Jim Young joins Jeff in the studio.
If you have a financial question, call 1-800-399-9637 or email your question here: askjeff@trilogyfs.com
Learn how to personalize your charitable giving plan on this weeks Jeff Motske Show podcast. Jeff also gives you reminders on how to close the year financially strong. In the Estate Planning segment, Mark Lewis explains how estate plans from previous marriages can impact the decision to get married again. Plus, Senior Vice President Of Wealth Planning at Trilogy Financial, Nathan Brown joins Jeff in the studio.
If you have financial questions, call 1-800-399-9637 or email your question here: askjeff@trilogyfs.com
On this weeks Jeff Motske Show podcast, find out if you are saving enough for retirement. Also, what should you do when you start losing faith in your pension? Mark Lewis is back this week on the Estate Planning segment and talks about personal collections and how it fits into your estate plan. Also, Dan Cupkovic from ARGI Financial Group joins Jeff on the show.
Have financial questions? Call 1-800-399-9637 or email your questions here: ask jeff@trilogyfs.com
On this Jeff Motske Show podcast, learn how to live generously when you don't feel you have much to give. Kimber and Jeff discuss the keys of staying focused and excited about your OWN path to financial freedom in the Love And Money segment. Plus, Trilogy Financial Wealth Advisor, Eric Johnson joins Jeff in the studio.
If you have financial questions, leave us a voicemail at 1-800-399-9637. You can also email your questions here: askjeff@trilogyfs.com
On this weeks Jeff Motske Show podcast, Jeff touches on the dangers of living paycheck to paycheck. In the Love And Money segment, Kimber and Jeff discuss working with your spouse during the holidays. Plus, Wealth Advisor from Trilogy Financial, Derrick Blanchette joins Jeff on the program.
Have financial questions? Call 1-800-399-9637 or email them here: askjeff@trilogyfinancial.com
On this week's Jeff Motske Show podcast, Jeff explains what to consider when retiring outside the country. Jim Young, Managing Vice President at Trilogy Financial joins Jeff in the studio as well as Vice President of Investments, Mike Loo, and Wealth Advisor, Sebastian Ruelas. Find out if this team of advisors is the right fit for you.
If you have financial questions, leave us a voicemail. 1-800-399-9637
You can also email Jeff a question here: askjeff@trilogyfs.com
On this episode of The Jeff Motske Show podcast, Jeff will explain charitable contribution write-offs. Jeff also answers an email regarding social security benefits for widows. Jeff touches on talking to your college student about the dangers of credit cards, and lastly, Vice President Of Wealth Planning at Trilogy Financial, Scott Naiman and Wealth Advisor, Derrick Blanchette join Jeff in the studio.
Call 1-800-399-9637 if you have financial questions. You can also email your questions here: askjeff@trilogyfs.com
This Jeff Motske Show podcast focuses on holiday bonuses and budgets: How to stay focused on your financial independence during the holiday season. In the Love And Money segment, Jeff and Kimber figure out how to reduce stress when budgeting for the holidays. Also, Trilogy Financials Managing Vice President, Robert Wheatley joins Jeff in the studio. Listen to this segment and see if Robert could be a right fit for you as Financial Advisor.
If you have a question for Jeff, call 1-800-399-9637.
You can also email your questions here: askjeff@trilogyfs.com
On this episode of The Jeff Motske Show Podcast, Jeff discusses widow benefits in relation to social security. In our Love And Money segment, Jeff and Kimber recognize who is affected by your decisions and who's decisions affect you. Also, Vice President Of Wealth Planning at Trilogy Financial, Isaac Hansen joins Jeff in the studio.
If you have a financial question for Jeff, call 1-800-399-9637
You can also email your questions here: askjeff@trilogyfs.com
Jeff discusses the risks for the sandwich generation on this Jeff Motske Show Podcast. Jeff also touches on securing your retirement when you're not sure about your pension. Mark Lewis joins Jeff to talk about financial abuse, and Vice President Of Wealth Planning at Trilogy Financial, David Willett joins Jeff in studio. If you are looking for financial help, listen to David's segment and see if his team is a right fit for you.
You can ask a question for Jeff by calling 1-800-399-9637 or email your question here: askjeff@trilogyfinancial.com
Learn how to spend now to prepare for retirement later in this Jeff Motske Show podcast. Also, estate planning attorney, Mark Lewis explains how to protect an inheritance from divorce. Plus, Trilogy Financial Advisor, Matthew Phillips joins Jeff on the show. Find out if Matthew and his team could be a fit for you as financial advisor.
If you have a question for Jeff, call 1-800-399-9637 and leave a message. Jeff listens to all calls and picks the ones he feels will best help our listeners. You can also email a question here: askjeff@trilogyfs.com
If you subscribe to the podcast, you can search old show topics and get your financial questions answered!
On this weeks Jeff Motske Show podcast, Jeff will give you suggestions on how to avoid spending down your assets to qualify for Medicaid. In the Love And Money segment, Kimber helps a listener who is having a hard time with family spoiling their children. Also, Trilogy Financial Advisor, Mike Loo joins Jeff in the studio. Listen to this segment and see if Mike and his team of advisors may be a right fit for you.
You can always be a part of the show by calling 1-800-399-9637 or you can email your questions to Jeff here: askjeff@trilogyfs.com
Subscribe to the show to be able to search old shows and get your financial questions answered.
On this Jeff Motske Show podcast, Jeff discusses how to avoid spending down your assets to qualify for Medicaid. In the Love And Money segment, Kimber gives advice on how to stop family from spoiling your children. Also, Trilogy Financial Advisor, Mike Loo joins Jeff in the studio.
If you want to be a part of the show, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com
On this weeks Jeff Motske Show podcast, Jeff will discuss how life insurance can benefit more than your beneficiaries. In the Love And Money segment, Jeff and Kimber explain how to prevent an inheritance from spoiling the beneficiary, and Trilogy Financials Vice President Of Wealth Planning, Diane Zing joins Jeff on the show.
Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This information is intended to assist in educating you about insurance generally and not to provide personal service. The information discussed may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.
Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.
On this Jeff Motske Show podcast, Jeff will discuss how much you should be saving for retirement. Also, is it wise to borrow from your retirement fund for a down payment on a house? As well as Nathan Brown, Trilogy Financials Senior Vice President Of Wealth Planning joins Jeff in the studio.
You can be a part of the show by calling 1-800-399-9637 or by emailing your questions to this address: askjeff@trilogyfs.com
On this episode of The Jeff Motske Show podcast, you will learn the many uses of life insurance. Jeff also discusses the best way to help your college student manage their money, and Managing Vice President at Trilogy Financial, Jim Young returns to the studio.
If you would like to ask a question for Jeff, call 1-800-399-9637. You can also email your questions to this email: askjeff@trilogyfs.com
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This information is intended to assist in educating you about insurance generally and not to provide personal service. The information discussed may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.
Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.
On this weeks Jeff Motske Show podcast, Jeff explains how to use life insurance for retirement. Jeff also touches on how being overly optimistic about your financial future can hurt you. In the Love And Money segment, Kimber and Jeff explain the importance of making educated decisions for your family when it comes to college. Also, Trilogy Financials Vice President Of Wealth Planning, Scott Naiman joins Jeff in the studio. Find out if Scott and his team of advisors are a right match for you.
Be a part of the show by calling 1-800-399-9637 or you can email your questions here: askjeff@trilogyfinancial.com
Subscribe to the podcast so you can search old shows!
On this Jeff Motske Show podcast, Jeff discusses all the expenses to consider when planning for retirement. Mark Lewis joins Jeff in studio in the Estate Planning segment to answer if it's a good idea to accept an offer from a non-family member to become an executor for their estate. Also, Trilogy Financials Managing Vice President, Windus Fernandez Brinkkord joins Jeff in the studio.
If you want to be a part of the show, call 1-800-399-9637 and leave Jeff a message. Or you can email your questions here: askjeff@triligyfs.com
On today's Jeff Motske Show podcast, Jeff discusses which carries more weight, paying off a mortgage or saving for retirement? In the Love And Money segment, Kimber explains what to do when an elder parent refuses help. Plus, Trilogy Financials Vice President Of Wealth Planning, Michael Fibiger joins Jeff in the studio.
Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com
On this podcast of the Jeff Motske Show, Jeff talks about the pitfalls of student loans. In the Love And Money segment, Jeff and Kimber discuss how to help loved ones financially when the resist. Also, long-time Wealth Advisor at Trilogy Financial, Dana Edwards joins Jeff on the show.
Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com
Subscribe to the podcast to get your financial questions answered.
On this weeks Jeff Motske Show podcast, Jeff tackles concerns over debt consolidation. Mark Lewis explains bypass trusts in the Estate Planning segment, and Keegan Tanghe, Senior Vice President Of Wealth Planning at Trilogy Financial, with Wealth Advisor, Rick Higbee join Jeff in studio.
To be a part of the show, call 1-800-399-9637 and leave us a voicemail. Or email your questions here: askjeff@trilogyfs.com
Subscribe to the podcast to search old shows and get your financial questions answered!
Welcome to The Jeff Motske Show podcast! On this episode, Jeff explains how supporting your adult children can take a toll on your finances. In the Estate Planning segment, Mark Lewis and Jeff discuss lawsuits against estates. Also, Isaac Hansen, Vice President at Trilogy Financial joins Jeff in studio as well as Trilogy's Wealth Advisor, John Ronan.
Be a part of the show by calling 1-800-399-9637 or email your financial questions here: askjeff@trilogyfs.com
You can also subscribe to the podcast to search old shows to get your financial questions answered.
On this episode of The Jeff Motske Show podcast, Jeff will explain how every financial decision affects all others. Kimber Holdaway joins Jeff in the Love And Money segment to discuss prenup's and debt. Plus, Mike Broker, Senior Vice President Of Wealth Planning joins Jeff in the studio. Listen and find out if Mike is a good match for you as a financial planner.
Be a part of the show by calling 1-800-399-9637 or by emailing your questions here: askjeff@trilogyfs.com
On this week's episode of The Jeff Motske Show, learn about dual representation in financial planning for couples. Jeff and Kimber talk about retirement readiness in the Love And Money segment. Plus, estate planning attorney Mark Lewis joins Jeff in studio to talk about bowing out of being an executor of an estate.
Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com
You can also subscribe to the show and search old shows to get your financial questions answered!
On this weeks Jeff Motske Show podcast, Jeff will discuss how to change inherited financial habits. In the Love And Money Segment, Jeff and Kimber find out if growing families and shrinking budgets can exist together. Finally, Casey Dettorre, Senior Vice President Of Wealth Planning at Trilogy Financial and his team member, Sebastian Rueles join Jeff in studio.
Call 1-800-399-9637 to be a part of the show. Or email your questions here: askjeff@trilogyfs.com
Subscribe to the podcast to get all your financial questions answered.