Info

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.
RSS Feed
The Jeff Motske Show
2021
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June


All Episodes
Archives
Now displaying: Page 2
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 

 

Dec 30, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes Kimber Holdaway to discuss how financial stress affects a persons life.

If you have a question for Jeff or would like to be a part of the podcast, leave us a voicemail: 1-800-399-9637

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

Dec 16, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes Ralph Henning of Henning Accountancy Corporation to discuss some last chance tax benefits for 2019.

If you have a financial question for Jeff, please call 1-800-399-9637

You can also email Jeff here: askjeff@trilogyfs.com 

 

Dec 2, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes Kimber Holdaway back to the show to discuss getting through the Holidays without a financial hangover.

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

Nov 18, 2019

On this Jeff Motske Show podcast, estate planning attorney Mark Lewis joins Jeff in the studio to explain ways to have a family meeting about Mom and Dad's estate.

Nov 4, 2019

On this weeks Jeff Motske Show podcast, Jeff discusses ways to have an annual review with your college student.  

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

 

Oct 21, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes estate planning attorney, Mark Lewis to the show to discuss what to do after a loved one passes.

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

 

Oct 7, 2019

On this weeks Jeff Motske Show podcast, Jeff discusses retirement compatibility with your partner. 

Leave us a voicemail if you have financial questions.  1-800-399-9637 

You can also email us here: askjeff@trilogyfs.com 

Sep 23, 2019

On this weeks Jeff Motske Show Podcast, Jeff focuses on money management skills for college students.

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

Sep 9, 2019

On this weeks Jeff Motske Show podcast, Jeff discusses how to recover from a traumatic event.  Long time Trilogy Financial advisor, Mike Fibiger joins Jeff to share his personal story.

If you have a financial question, please call 1-800-399-9637 and leave us a voicemail.

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

 

Aug 26, 2019

Jeff welcomes our favorite estate planning attorney, Mark Lewis back to the show.  This week, Mark explains how to select the correct estate planning attorney.  

This information is not intended to be a substitute for individualized legal advice.  

Trilogy Financial, Trilogy Capital and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

 

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

 

Aug 15, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes long-time Trilogy Financial advisor, Scott Naiman to discuss how indecision can affect people financially.

If you have a financial question for Jeff, leave us a voicemail here:

1-800-399-9637

You can also reach us at askjeff@trilogyfs.com 

 

Jul 29, 2019

This week, Jeff welcomes long time Trilogy Financial Advisor, Darcy Borella to the show.  Darcy discusses her extensive history in the advanced medical care field.  

If you have a financial question you want answered, call us at 1-800-399-9637.  

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

Jul 15, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes Love And Money co-host, Kimber Holdaway back to the studio to discuss finances when prepping for marriage.

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

Jul 1, 2019

On this weeks Jeff Motske Show podcast, Jeff welcomes Trilogy Financial Advisor, Mike Loo to the studio.  Mike gives us insight on what to do when parents gift money to children or grandchildren. 

If you have a financial question and want Jeff to answer it on the podcast, call 1-800-399-9637 or you can email us here: askjeff@trilogyfs.com 

 

Jun 17, 2019

On this Jeff Motske Show podcast, Trilogy Financials Managing Vice President from the San Diego office, Windus Fernandez Brinkkord joins Jeff in the studio to discuss what most people DON'T know when using real estate for income and security.

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

Jun 4, 2019

On this Jeff Motske Show Podcast, Jeff welcomes Trilogy Financials Managing Vice President of the Irvine CA office, Jim Young to the studio to discuss retirement readiness.

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

Or email: askjeff@trilogyfs.com 

May 25, 2019

Learn how to correct RMD (required minimum distribution) mistakes on this Jeff Motske Show podcast.  Also, find out when you should introduce your children to your wealth team.  Kimber Holdaway joins Jeff in the Love And Money segment and discusses how to allocate household funds.  Plus, Trilogy Financials Vice President Of Wealth Planning, Scott Naiman joins Jeff in the studio.

Call us at 1-800-399-9637 with any financial questions.

Email us here: askjeff@trilogyfs.com 

 

May 18, 2019

On this week's Jeff Motske Show podcast, Jeff will discuss contributing to an unemployed spouse's IRA, and touch on stretch IRA's.  Do you really need them?  Kimber Holdaway joins Jeff on the show in the Love And Money segment to explain the correct way to loan money to a son or daughter.  Plus, Trilogy Financials Vice President Of Wealth Planning, David Willett joins Jeff in the studio.

If you have a financial question you want answered, leave us a voicemail.  1-800-399-9637 You can email your questions as well.  askjeff@trilogyfs.com 

“Stretch IRA” is a marketing term implying the ability of a beneficiary of a Decedent’s IRA to withdraw the least amount of money at the latest allowable time in order to maintain the inherited IRA assets for the longest time period possible. Beneficiary distribution options depend on a number of factors such as the type and age of the beneficiary, the relationship of the beneficiary to the decedent and the age of the decedent at death and may result in the inability to “stretch” a decedent’s IRA. Illustration values will greatly depend on the assumptions used which may not be predictable such as future tax laws, IRS rules, inflation and constant rates of return. Costs including custodial fees may be incurred on a specified frequency while the account remains open.

 

This information is not intended to be a substitute for individualized legal advice.

 

May 11, 2019

On this Jeff Motske Show podcast, learn how to pick the right type of protection.  If you are a retiree, how should you prepare for a downturn in the market? Mark Lewis discusses blended families in the Estate Planning segment, and Trilogy Financial Advisors, Tom Elkins and Isaac Hansen join Jeff on the show.

If you have financial questions, leave us a voicemail.  1-800-399-9637 or email them here: askjeff@trilogyfs.com 

This information is not intended to be a substitute for individualized legal advice. Trilogy Financial and LPL Financial do not provide legal advice or services.

 

May 4, 2019

On this weeks Jeff Motske Show podcast, Jeff touches on 401(k)'s vs. Roth IRA's.  Mark Lewis returns in the Estate Planning segment to talk about using online tools for estate planning.  Is it a good idea?  Plus, Trilogy Financials Managing Vice President in the Scottsdale, Arizona office, Gonzalo De Leon Plata phones into the show.

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

Apr 27, 2019

On this weeks Jeff Motske Show podcast, Jeff discusses 529 plans for multiple children.  In the Love And Money segment, Kimber and Jeff help a listener navigate cars with children.  Learn how to prepare for raising a child with special needs, plus Trilogy Financial Wealth Advisor, Matthew Phillips joins Jeff in the studio.

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

Apr 20, 2019

On this Jeff Motske Show podcast, Jeff explains how to manage empty-nest finances.  Kimber Holdaway returns in the Love And Money segment to discuss staying on the same page as your spouse when you have different retirement dates.  Mark Lewis talks about life insurance and divorce in the Estate Planning segment, and Trilogy Financials Wealth Advisor, Derrick Blanchette joins Jeff in the studio.

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

Apr 17, 2019

On this weeks Jeff Motske Show podcast, Jeff explains how to save for big results.  Also, Jeff talks about homeowner preparedness and how to merge your finances.  Don't miss Trilogy Financials Managing Vice President of the Irvine, CA office, Jim Young as he joins Jeff in the studio.  

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

 

Apr 6, 2019

On this Jeff Motske Show podcast, Jeff discusses retirement issues for single women, non-spouse beneficiaries 401k plans, and explains how to handle foreign assets in an estate plan.  Plus, Trilogy Financials Managing President of the Woodland Hills branch, Robert Wheatley, joins Jeff in the studio.

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

1 « Previous 1 2 3 4 5 6 7 Next » 8