On this Jeff Motske Show podcast, Jeff discusses how to avoid spending down your assets to qualify for Medicaid. In the Love And Money segment, Kimber gives advice on how to stop family from spoiling your children. Also, Trilogy Financial Advisor, Mike Loo joins Jeff in the studio.
If you want to be a part of the show, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com
On this weeks Jeff Motske Show podcast, Jeff will discuss how life insurance can benefit more than your beneficiaries. In the Love And Money segment, Jeff and Kimber explain how to prevent an inheritance from spoiling the beneficiary, and Trilogy Financials Vice President Of Wealth Planning, Diane Zing joins Jeff on the show.
Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This information is intended to assist in educating you about insurance generally and not to provide personal service. The information discussed may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.
Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.
On this Jeff Motske Show podcast, Jeff will discuss how much you should be saving for retirement. Also, is it wise to borrow from your retirement fund for a down payment on a house? As well as Nathan Brown, Trilogy Financials Senior Vice President Of Wealth Planning joins Jeff in the studio.
You can be a part of the show by calling 1-800-399-9637 or by emailing your questions to this address: askjeff@trilogyfs.com
On this episode of The Jeff Motske Show podcast, you will learn the many uses of life insurance. Jeff also discusses the best way to help your college student manage their money, and Managing Vice President at Trilogy Financial, Jim Young returns to the studio.
If you would like to ask a question for Jeff, call 1-800-399-9637. You can also email your questions to this email: askjeff@trilogyfs.com
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This information is intended to assist in educating you about insurance generally and not to provide personal service. The information discussed may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.
Riders are additional guarantee options that are available to an annuity or life insurance contract holder. While some riders are part of an existing contract, many others may carry additional fees, charges and restrictions, and the policy holder should review their contract carefully before purchasing.
On this weeks Jeff Motske Show podcast, Jeff explains how to use life insurance for retirement. Jeff also touches on how being overly optimistic about your financial future can hurt you. In the Love And Money segment, Kimber and Jeff explain the importance of making educated decisions for your family when it comes to college. Also, Trilogy Financials Vice President Of Wealth Planning, Scott Naiman joins Jeff in the studio. Find out if Scott and his team of advisors are a right match for you.
Be a part of the show by calling 1-800-399-9637 or you can email your questions here: askjeff@trilogyfinancial.com
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On this Jeff Motske Show podcast, Jeff discusses all the expenses to consider when planning for retirement. Mark Lewis joins Jeff in studio in the Estate Planning segment to answer if it's a good idea to accept an offer from a non-family member to become an executor for their estate. Also, Trilogy Financials Managing Vice President, Windus Fernandez Brinkkord joins Jeff in the studio.
If you want to be a part of the show, call 1-800-399-9637 and leave Jeff a message. Or you can email your questions here: askjeff@triligyfs.com
On today's Jeff Motske Show podcast, Jeff discusses which carries more weight, paying off a mortgage or saving for retirement? In the Love And Money segment, Kimber explains what to do when an elder parent refuses help. Plus, Trilogy Financials Vice President Of Wealth Planning, Michael Fibiger joins Jeff in the studio.
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On this podcast of the Jeff Motske Show, Jeff talks about the pitfalls of student loans. In the Love And Money segment, Jeff and Kimber discuss how to help loved ones financially when the resist. Also, long-time Wealth Advisor at Trilogy Financial, Dana Edwards joins Jeff on the show.
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On this weeks Jeff Motske Show podcast, Jeff tackles concerns over debt consolidation. Mark Lewis explains bypass trusts in the Estate Planning segment, and Keegan Tanghe, Senior Vice President Of Wealth Planning at Trilogy Financial, with Wealth Advisor, Rick Higbee join Jeff in studio.
To be a part of the show, call 1-800-399-9637 and leave us a voicemail. Or email your questions here: askjeff@trilogyfs.com
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Welcome to The Jeff Motske Show podcast! On this episode, Jeff explains how supporting your adult children can take a toll on your finances. In the Estate Planning segment, Mark Lewis and Jeff discuss lawsuits against estates. Also, Isaac Hansen, Vice President at Trilogy Financial joins Jeff in studio as well as Trilogy's Wealth Advisor, John Ronan.
Be a part of the show by calling 1-800-399-9637 or email your financial questions here: askjeff@trilogyfs.com
You can also subscribe to the podcast to search old shows to get your financial questions answered.
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
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
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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.
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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
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This weeks Jeff Motske Show podcast focuses on financial responsibility. Kimber Holdaway joins Jeff in studio for the Love And Money segment to discuss how to plan for retirement together when you keep your finances apart. Estate planning Attorney Mark Lewis talks about basing your financial stability on an inheritance and Managing Vice President at Trilogy Financial, Jim Young joins 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 show for the ability to search old shows and get your financial questions answered.
On this weeks Jeff Motske Show podcast, Jeff will discuss how to catch up on retirement if you're over 50. In the Love And Money segment, Jeff and Kimber talk about family, finances, and life. Vice President Of Wealth Planning at Trilogy Financial, David Willett joins Jeff in studio with his team member, Marie Shtiklind. Find out if they are a match for you if you are looking for a financial advisor.
Be a part of the show by calling 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com
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Jeff discusses the changing trends in planning for your financial future on this episode of The Jeff Motske Show. Are your financial stumbles teachable moments for your children? Find out in the Love And Money segment with Kimber Holdaway. Our favorite estate planning attorney, Mark Lewis is back this week to answer the question, how many Americans have a will or a trust. Mike Loo, Vice President Of Investments at Trilogy Financial wraps up the show. Learn more about Mike and see if he is a potential fit as advisor for you!
To be a part of the show or to get your financial questions answered, 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 all your financial questions answered.
On this weeks Jeff Motske Show podcast, we will be discussing all things social security, from whether you can stop taking your benefits once you've started, to how working part time in retirement can impact you. In the Love And Money segment, Jeff and Kimber talk about wanting to help your loved ones' I do when your wallet says I don't.
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You can subscribe to the Jeff Motske Show podcast to search old shows and get your financial questions answered.
How much money is enough for retirement? Find out on this weeks Jeff Motske Show Podcast. Jeff and Kimber tackle what to do when your children don't want to inherit the family business, and Trilogy Financial Senior Vice President Of Wealth Planning, Nathan Brown with his team members Mathew Phillips, and Joshua Counts join Jeff in the studio.
If you want to be a part of the show, call 1-800-399-9637 and leave us your question. You can also email your question here: askjeff@trilogyfs.com
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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.
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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.
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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.
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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
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Welcome to The Jeff Motske Show! On this episode, learn how to evaluate your relationship with your financial advisor. In the Love And Money segment, Jeff and Kimber give their thoughts on how to navigate mixing business with family. Mark Lewis returns in our Estate Planning segment to discuss the differences between a revocable and irrevocable trust. Jeff closes out the show and reveals the truth about tax refunds.
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On this episode of The Jeff Motske Show, Jeff will tell you how to select the right financial advisor for you. In the Love And Money segment, Jeff and Kimber explain the importance of keeping a child accountable when you're financing their education. Looking for a Financial Advisor? Meet long time Financial Advisor at Trilogy Financial, David Willett and his team member Marie Shtilkind.
If you have any questions or want to be part of the show, call 1-800-399-9637 and leave us a voicemail. Jeff listens to all calls and your question may be answered on the show.
Email your questions to askjeff@trilogyfs.com
Subscribe to the show to search old shows and get your financial questions answered!