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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: July, 2018
# 176 Budgeting: Every $ Affects All Others 0
Jul 28, 2018

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

 

# 175 Take The Quiz, Make An Action Plan 0
Jul 21, 2018

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!

# 174 Advice For Couples: Merging Two Storylines 0
Jul 15, 2018

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.

# 173 Ending The War Of The Wallets 0
Jul 7, 2018

On this weeks Jeff Motske Show podcast, Jeff will discuss personal responsibility in financial freedom.  In the Love And Money segment, Kimber and Jeff find out what can happen when merging two financial lives hits a bump in the road.  Mark Lewis stops by the studio in the Estate Planning segment to talk about premarital planning, and Managing Vice President at Trilogy Financial, Eric Perkins joins Jeff to close out the show.  Find out if Eric may be a financial advisor match for you.

You can be a part of the show by calling 1-800-399-9637 or email your questions here:  askjeff@trilogyfs.com 

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

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