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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: 2020
Dec 14, 2020

On this Jeff Motske Show podcast, Jeff gives insight on ways to give back during changing times.

If you have a question for Jeff, please email us: askjeff@trilogyfs.com 

Nov 30, 2020

On this Jeff Motske Show podcast, Jeff gives ideas on how to plan during the Holidays.

Don't forget to subscribe to the podcast.  If you have a question for Jeff, please email us here: askjeff@trilogyfs.com 

Nov 16, 2020

Estate Planning Attorney, Mark Lewis returns to the the Jeff Motske Show podcast to discuss one of the ultimate transitions to prepare for, your legacy.

If you have a financial question, email Jeff here: askjeff@trilogyfs.com 

You can also call the show: 1-800-399-9637

 

Nov 6, 2020

On this Jeff Motske Show podcast, Jeff welcomes back Scott Naiman, RICP.  Scott is here to explain the changes you may encounter as you approach financial independence.

If you have a financial question, please email Jeff at askjeff@trilogyfs.com . Jeff may answer your question on a future podcast.

Oct 19, 2020

On this Jeff Motske Show podcast, Jeff discusses the Sandwich Generation and the challenges they may face.

If you have a financial question, email us at: askjeff@trilogyfs.com 

You can also call us at: 1-800-399-9637

Remember to subscribe to the podcast.  Thanks for listening!

Oct 6, 2020

On this Jeff Motske Show podcast, Jeff touches on your financial freedom with the election coming up.

If you have financial questions, call us at 1-800-399-9637 or email us: askjeff@trilogyfs.com 

Sep 21, 2020

On this weeks Jeff Motske Show podcast, learn why it's important to stay educated about money to maintain your path to financial independence.

If you have a question for Jeff Motske, please email us: askjeff@trilogyfs.com 

You can also leave us a voicemail: 1-800-399-9637

Sep 7, 2020

On this Jeff Motske Show podcast, Jeff welcomes co-founder of Trilogy Financial, Kevin Mackintosh to explain why it's important to review your insurance coverage needs regularly.

To contact the show, please email askjeff@trilogyfs.com or call 1-800-399-9637

Aug 10, 2020

On this weeks Jeff Motske Show podcast, Jeff shares college planning ideas during Covid-19.

If you want to connect with the show, email us at askjeff@trilogyfs.com or call us at 1-800-399-9637

 

Jul 26, 2020

On this weeks Jeff Motske Show podcast, Jeff discusses how to stay financially connected with your spouse during periods of transition.

To connect with the show, call 1-800-399-9637 or email us at askjeff@trilogyfs.com 

Jul 13, 2020

On this weeks Jeff Motske Show podcast, Jeff helps a listener decide if it's wise to help a family member with a loan.

Don't forget to subscribe to the podcast!  Email or call in with your financial questions: askjeff@trilogyfs.com  or 1-800-399-9637

Jun 29, 2020

Jeff welcomes Trilogy Financial's IT Director, Johnny Lambert to the podcast to discuss the importance of cyber security.

If you have a financial question for Jeff, call 1-800-399-9637 or email Jeff here: askjeff@trilogyfs.com 

Don't forget to subscribe to the podcast and thanks for listening!

Jun 15, 2020

On this weeks Jeff Motske Show podcast, Jeff and Estate Planning Attorney, Mark Lewis discuss elder care during Covid-19.

Subscribe to the podcast and send your financial questions here: askjeff@trilogyfs.com 

You can also leave us a voicemail. 1-800-399-9637 

 

Jun 1, 2020

On this weeks Jeff Motske Show podcast, Jeff checks-in to see where you are and what you've learned during Covid-19.

May 18, 2020

On this Jeff Motske Show podcast, find out if you can stick to your original retirement plan in the era of Covid-19.

Email your financial questions here: askjeff@trilogyfs.com 

You can also leave us a voicemail at this number: 1-800-399-9637

May 4, 2020

This week, Jeff welcomes Estate Planning Attorney Mark Lewis back to the podcast to discuss the costs of care-giving.

If you have a question for Jeff, leave us a voicemail at 1-800-399-9637.  You can also email your question here: askjeff@trilogyfs.com 

Apr 20, 2020

On this weeks Jeff Motske Show podcast, Jeff explains the importance of understanding retirement health costs.

If you want your financial question answered on a future podcast, please leave us a voicemail or email us here :

1-800-399-9637

askjeff@trilogyfs.com 

Apr 6, 2020

On this weeks Jeff Motske Show podcast, Jeff explains how to remain calm during headline hysteria.

If you have a financial question for Jeff, call the show at 1-800-399-9637.  You can also email your questions here: askjeff@trilogyfs.com 

Mar 23, 2020

On this weeks Jeff Motske Show podcast, Jeff walks us through the process of college planning.

If you have a question for Jeff, please leave us a voicemail and Jeff will answer it on a future podcast: 1-800-399-9637

You can also email your questions here: askjeff@trilogyfs.com 

Mar 9, 2020

On this weeks Jeff Motske Show podcast, Jeff welcomes Robert Wheatley, Managing Vice President of the Trilogy Financial, Torrance, California office.  Jeff and Robert sit down and discuss how to plan for a child with special needs.

Don't forget to subscribe to the podcast.  

If you have a finanal question you want answered, leave us a voicemail.  1-800-399-9637

You can also email your questions here: askjeff@trilogyfs.com 

Feb 24, 2020

On this weeks Jeff Motske Show podcast, Jeff welcomes back to the studio, Jim Young, Managing Vice President of Trilogy Financial to discuss planning for the next chapter in your life.

If you have a financial question you would like answered, please leave us a voicemail: 1-800-399-9637

You can also email your questions: askjeff@trilogyfs.com 

Feb 10, 2020

On this weeks Jeff Motske Show podcast, Jeff has a conversation regarding your spouse and making sure they are the MVP of your financial team.

If you want your financial questions answered on the podcast, leave us a voicemail: 1-800-399-9637

You can also email your quesions here: askjeff@trilogyfs.com 

Jan 28, 2020

On this Jeff Motske Show podcast, Jeff explains the importance of your financial team.

If you want Jeff to answer a question on the podcast, leave a voicemail here: 1-800-399-9637 

If you prefer, you can also email questions to this address: askjeff@trilogyfs.com 

 

Jan 13, 2020

On this weeks Jeff Motske Show podcast, Jeff discusses kicking off 2020 with new intentions and focus.  

If you have a financial question, call 1-800-399-9637 and leave us a voicemail.  Your question may be used on a future podcast.  You can also email questions here: askjeff@trilogyfs.com 

 

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