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
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