The Jeff Motske Show: Recent Episodes
Jeff Motske
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.
On this Jeff Motske Show podcast, Jeff discusses the value of teams, and how to choose and work with a Financial Team.
If you have a financial question for Jeff, please email him here: askjeff@trilogyfs.com
On this Jeff Motske Show podcast, Jeff explains how to take action with so much in flux and uncertainty with the new year upon us.
If you have a financial question for Jeff, email it here: askjeff@trilogyfs.com
You can also leave us a voicemail: 1-800-399-9637
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
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
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
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.
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!
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
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
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
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
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
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
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!
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
On this weeks Jeff Motske Show podcast, Jeff checks-in to see where you are and what you've learned during Covid-19.
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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.
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
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
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
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
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
On this weeks Jeff Motske Show podcast, learn how to make your money work for you when your income is growing. Jeff tells us how to merge financial households, and discusses children and investing. Casey Dettorre, Trilogy Financials Senior Vice President Of Wealth Planning, joins Jeff in the studio.
If you have a question for Jeff, call 1-800-399-9637 or email your questions here: askjeff@trilogyfs.com
On this weeks Jeff Motske Show podcast, Jeff explains how to avoid being part of the sandwich generation. Also, Jeff gives tips if you are thinking about un-retiring. Find out what happens to a 529 plan when the owner passes or becomes incapacitated. And finally, Trilogy Financials Senior Vice President Of Wealth Planning, Nathan Brown joins Jeff in the studio.
If you have a financial question, leave Jeff a message at 1-800-399-9637 or email them here: askjeff@trilogyfs.com
This Jeff Motske Show podcast will explain ways to avoid impulsive spending. Also, Jeff tells us what you need to know if you are thinking about un-retiring. In the Love And Money segment, Kimber and Jeff give tips for couples who are struggling to get on the same financial page. Finally, Trilogy Financials Senior Vice President Of Wealth Planning, Keegan Tanghe joins Jeff in the studio.
If you have a financial question, call 1-800-399-9637. You can also email your questions here: askjeff@trilogyfs.com
On this weeks Jeff Motske Show podcast, Jeff teaches us how retirement planning can help with your charitable giving. In the Love And Money segment, Kimber and Jeff explain to a listener the best way to communicate your estate plan to your loved ones. Plus, Trilogy Financials Senior Vice President Of Investments, Dave Huisinga joins Jeff in the studio.
If you have a financial question for Jeff, leave us a voicemail at 1-800-399-9637. You can also email your questions here: askjeff@trilogyfs.com
This weeks Jeff Motske Show podcast focuses on how to talk about finances in new relationships. Plus, Jeff explains how to prepare financially for chronic illness. Mark Lewis returns this week in the Estate Planning segment to discuss the "broken-heart syndrome." Plus, Trilogy Financials Senior Vice President Of Investments, Tom Walden joins Jeff in the studio.
If you have a financial question you want answered, call 1-800-399-9637. You can also email your questions here: askjeff@trilogyfs.com
On this weeks Jeff Motske Show podcast, Jeff touches on financial independence in the midst of chronic illness. Plus, find out if a Roth IRA is a good fit for you. Mark Lewis returns this week in the Estate Planning segment to explain the difference between joint tenancy and transfer on death deeds. Also, Trilogy Financials Vice President Of Investments, Mike Loo joins Jeff in the studio.
If you have a financial question for Jeff, leave us a voicemail at 1-800-399-9637. You can also email your questions here: askjeff@trilogyfs.com
You will learn about financial advisor compensation and fees on this Jeff Motske Show podcast. Jeff tells us what he thinks is better, minimizing debt, or saving for retirement? Also, how do you avoid financial infidelity? Plus, Trilogy Financials Vice President Of Wealth Planning, Scott Naiman 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
On this weeks Jeff Motske Show podcast, Jeff describes which is better, credit cards or cash? In the Love And Money segment, Jeff and Kimber discuss what's right for your family when it comes to stay at home parenting. Plus, Richard Watts, author of the book, Entitlemania joins Jeff in studio.
If you have a question for Jeff, call 1-800-399-9637 or email Jeff at askjeff@trilogyfs.com
On this weeks Jeff Motske Show podcast, Jeff tells us why a budget is valuable for everyone. Jeff also explains how to pay for long-term care. Kimber Holdaway is back in the Love And Money segment this week to talk about cleaning up your kids finances without paying a dime. Plus, Trilogy Financial Vice President Of Wealth Planning, Les McMullen joins Jeff in the studio.
If you have a question for Jeff or want to be a part of the show, call 1-800-399-9637. You can also email your questions here: askjeff@trilogyfs.com
Subscribe to the weekly podcast to search old shows and get your financial questions answered.
On this weeks Jeff Motske Show Podcast, Jeff discusses finding the right time to take your RMD's (Required Minimum Distributions). Also, when you become an empty-nester, how important is it to re-do your financial plan? Jeff touches on life insurance and how much you really need. Plus, Vice President Of Wealth Management, Diane Zing joins Jeff in the studio.
If you have a financial question and want Jeff to answer it on the air, call 1-800-399-9637 and leave him a message. You can also email Jeff here: askjeff@trilogyfs.com
Subscribe to The Jeff Motske Show Podcast for the ability to search old shows and find your financial questions.
On this weeks Jeff Motske Show podcast, Jeff gets into what the Fire Movement is and what it entails. Also, if you are looking into buying a home, Jeff explains what you will need to do to be financially prepared. Mark Lewis is on this week for the Estate Planning segment. Mark will talk about separate versus joint trusts for couples. Finally, Trilogy Financials Vice President Of Wealth Planning, Michael Fibiger joins Jeff in the studio.
Call 1-800-399-9637 to ask Jeff a question. Or email your question here: askjeff@trilogyfs.com
On this 200th Jeff Motske Show podcast, Jeff discusses how to handle financial headline hazards. Mark Lewis joins Jeff in the Estate Planning segment to explain how to safely store your estate plan. Plus, Trilogy Financials Managing Vice President, Gonzalo de Leon Plata joins Jeff in the studio.
If you would like to be a part of the show, call 1-800-399-9637. You can also email your questions here: askjeff@trilogyfs.com
Jeff Motske explains how to stay motivated to achieve your goals on this weeks podcast. Also, find out when you're financially sound to gift money. In the Love And Money segment this week, Kimber and Jeff answer a listeners question, "Is it OK to ask for less toys and more college money?" Plus, don't miss Managing Vice President, Mike Broker as he joins Jeff in the studio.
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
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
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
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
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
On this week's Jeff Motske Show podcast, Jeff explains what to consider when retiring outside the country. Jim Young, Managing Vice President at Trilogy Financial joins Jeff in the studio as well as Vice President of Investments, Mike Loo, and Wealth Advisor, Sebastian Ruelas. Find out if this team of advisors is the right fit for you.
If you have financial questions, leave us a voicemail. 1-800-399-9637
You can also email Jeff a question here: askjeff@trilogyfs.com
On this episode of The Jeff Motske Show podcast, Jeff will explain charitable contribution write-offs. Jeff also answers an email regarding social security benefits for widows. Jeff touches on talking to your college student about the dangers of credit cards, and lastly, Vice President Of Wealth Planning at Trilogy Financial, Scott Naiman and Wealth Advisor, Derrick Blanchette join Jeff in the studio.
Call 1-800-399-9637 if you have financial questions. You can also email your questions here: askjeff@trilogyfs.com
This Jeff Motske Show podcast focuses on holiday bonuses and budgets: How to stay focused on your financial independence during the holiday season. In the Love And Money segment, Jeff and Kimber figure out how to reduce stress when budgeting for the holidays. Also, Trilogy Financials Managing Vice President, Robert Wheatley joins Jeff in the studio. Listen to this segment and see if Robert could be a right fit for you as Financial Advisor.
If you have a question for Jeff, call 1-800-399-9637.
You can also email your questions here: askjeff@trilogyfs.com
On this episode of The Jeff Motske Show Podcast, Jeff discusses widow benefits in relation to social security. In our Love And Money segment, Jeff and Kimber recognize who is affected by your decisions and who's decisions affect you. Also, Vice President Of Wealth Planning at Trilogy Financial, Isaac Hansen joins Jeff in the studio.
If you have a financial question for Jeff, call 1-800-399-9637
You can also email your questions here: askjeff@trilogyfs.com
Jeff discusses the risks for the sandwich generation on this Jeff Motske Show Podcast. Jeff also touches on securing your retirement when you're not sure about your pension. Mark Lewis joins Jeff to talk about financial abuse, and Vice President Of Wealth Planning at Trilogy Financial, David Willett joins Jeff in studio. If you are looking for financial help, listen to David's segment and see if his team is a right fit for you.
You can ask a question for Jeff by calling 1-800-399-9637 or email your question here: askjeff@trilogyfinancial.com
Learn how to spend now to prepare for retirement later in this Jeff Motske Show podcast. Also, estate planning attorney, Mark Lewis explains how to protect an inheritance from divorce. Plus, Trilogy Financial Advisor, Matthew Phillips joins Jeff on the show. Find out if Matthew and his team could be a fit for you as financial advisor.
If you have a question for Jeff, call 1-800-399-9637 and leave a message. Jeff listens to all calls and picks the ones he feels will best help our listeners. You can also email a question here: askjeff@trilogyfs.com
If you subscribe to the podcast, you can search old show topics and get your financial questions answered!
On this weeks Jeff Motske Show podcast, Jeff will give you suggestions on how to avoid spending down your assets to qualify for Medicaid. In the Love And Money segment, Kimber helps a listener who is having a hard time with family spoiling their children. Also, Trilogy Financial Advisor, Mike Loo joins Jeff in the studio. Listen to this segment and see if Mike and his team of advisors may be a right fit for you.
You can always be a part of the show by calling 1-800-399-9637 or you can email your questions to Jeff here: askjeff@trilogyfs.com
Subscribe to the show to be able to search old shows and get your financial questions answered.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
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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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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.
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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!