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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, 2018
# 167 Financial Advisor As Retirement QB 0
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.

# 166 Tools For Collaboration 0
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!

# 165 How To Pick An Attorney Or CPA 0
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. 

 

 

# 164 Relationships With Your Wealth Team 0
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!

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