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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: January, 2018
# 150 Getting Organized To Get Ahead 0
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.

# 149 What's In Your Control? 0
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!

# 148 Goal-Setting Tips For 2018 0
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!!

# 147 Evaluating Your 2017 Finances 0
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!!

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