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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: December, 2018
# 198 Give Now, Save Later: Tax Planning For 2019 0
Dec 29, 2018

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 

 

# 197 How To Know Where To Give 0
Dec 22, 2018

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 

 

# 196 Making Impact A Part Of Your Financial Plan 0
Dec 15, 2018

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 

 

# 195 What Were The Successes Of 2018? 0
Dec 8, 2018

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 

# 194 Financial Talks With Family During The Holidays 0
Dec 1, 2018

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 

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