Podcasts about trilogy financial services

Join us on Women Lead Radio as Michelle Bergquist has a frank coversation with Windus Fernandez Brinkkord, your host of Money Talk and Managing Vice President of Trilogy Financial Services, on how Windus strives to balance her professional and family life.   Interested in Learning More About Connected Women of Influence? Click Here to Be Invited as Our Special VIP & Guest to a Future Event! Interested in Becoming a Member of Our Professional Community!? Click Here to Apply for Membership!

In this episode of The Fab Fempreneurs Podcast Show, Windus Fernandez Brinkkord, Managing Vice President of Trilogy Financial Services in San Diego, shares common misconceptions people have about financial planning and what it takes to reach your financial goals. She also shares her leadership experiences, growing her team, and success secrets for how to keep the spice and energy flowing in your business to keep your vision fresh!

Join us on Women Lead Radio as Michelle Bergquist has a conversation with Windus Fernandez Brinkord, your host of Money Talk and Managing Vice President at Trilogy Financial Services, on why women should talk about money more often.   Interested in Learning More About Connected Women of Influence? Click Here to Be Invited as Our Special VIP & Guest to a Future Event! Interested in Becoming a Member of Our Professional Community!? Click Here to Apply for Membership!  

Join us today for Women Lead Radio as, Deanna Potter your host of Sassy Sales and Business Development, interviews Windus Fernandez Brinkkord, Senior Vice President of Investments for Trilogy Financial Services.  With over 13 years of experience in the financial services world, and having recently been recognized as 2015 “40 Under 40 Award Winner”, she will share with us her techniques and philosophy on how to implement and maximize business based strategies that will give new life to your business today! How do you become top in your field when you are in one of the most competitive and saturated industries out there?  What does it take to continue to generate new client leads while still managing a team of new people? In today's demanding business world having efficient systems, a solid routine, and habits that support a clear plan are critical to success.  Deanna Potter is your host of Sassy Sales and Business Development, a show focused on down and dirty conversations from real women on real challenges in how to sell. As a woman business owner for the last 15 years, Deanna has delivered stellar sales results over the course of three downward markets.

David Rae, Vice-President Client Services, Trilogy Financial Services, gives tips on handling taxes. Bill Bytsura, a photographer and activist, on his photography project that presents HIV activism through AIDS activist group, ACT UP.

Insurance is not something that many people like to talk about or understand.  There are so many options that it becomes overwhelming to even consider what's right your you and your family, but it must be done.  In this episode Mike Leon from Trilogy Financial Services teaches a course on our show we call Life Insurance 101.  Here are just a few of the things we talked about: Accelerated Benefit Ryders Term Insurance Permanent, Whole & Universal Life Insurance Long Term Care vs. ABR 1,2 & 3

In today's crazy market what types of moves should you make to secure your retirement?  Nothing is guaranteed, but having a professional advisor to help predict all the possibilities that might happen in every market correction in the future.  . In this episode, Kevin Leon the Regional VP of Trilogy Financial Services goes into details about today's ups and downs in the stock market.  Dino and Kevin discuss topics like: Structuring for college and restructuring as it gets close Equity and Income for retirement Gov't, municipal and corporate bonds Managing clients emotions during an unstable market Interest rates and their affect on the economy

~  Do discussions about money bring discord into your relationship ? If the answer is yes, you are not alone.  In this interview, certified financial planner Jeff Motske provides helpful tips to resolve this problem, as covered in his book - 'The Couples Guide to Financial Compatibility'. The solutions he provides will help you plan for the future, build a solid foundation for your financial house, proactively discuss finances with your partner and deal with boomerangs.This year alone we’ve witnessed several companies, including Radio Shack close up its doors for good. Other major chains like Sears, Abercrombie & Fitch, Barnes & Noble, Anna’s Linens and Aerospostale have confirmed that they will be closing many if not all of their stores due to diminished sales and/or bankruptcy. These stories, although they may not affect us personally, can affect the level of stress we carry about our own financial situation. Its societal data points like this that remind us that financial success can be tough to achieve and can be fleeting.Today’s episode focuses on how to help couples talk about money. My guest is Jeff Motske. He is the CEO of Trilogy Financial Services; host of the show “Declare Your Financial Independence” on 1110AM KFAX San Francisco, and the author of “The Couples Guide to Financial Compatibility”. Jeff talks with us about building a financial legacy; how to talk you’re your spouse about a family budget and how to talk with your adult kids about financial responsibility when they move back home. He’s also going to tell us all about his “War of the Wallets” quiz that you can take online with your spouse.When Trilogy was in its infancy, Jeff started out meeting his client’s needs based on where they were in life and what their financial goals were. He took a small town approach when his competitors were sticking with Wall Street strategies. This approached has grown Trilogy into a nationwide company whose client’s investments surpass $2 billion dollars. Jeff provided us with a lot of insight and some great tips on helping couples talk about their finances and plan for life events.We all feel the stress of money at times. Back in my single days, I used to imagine it would be easier to handle money stress when the day came that I would partner up and get married, as I imagine most people think. The problem is, it doesn’t actually get easier. In fact, depending on your situation, either a 2 -income or 1 - income household, it can pose new complications you didn’t have when single (i.e. power struggles over spending, deciding on how to budget, and setting financial limits). In fact, money can be one of the most complicated, or stress-inducing, subjects for couples to talk about. If you search online, you’ll find article after article about how money is the hottest point of contention between couples – I found numbers between 35-57% of couples complaining that money is their number 1 problem. Whether they argue or not, Couples face a lot of stresses in life in life: work, family, kids, who’s going to do the grocery shopping, who’s going to do the dishes. However, when different financial philosophies or struggles enter the picture, it can absolutely get them stuck. Money affects all of us differently. Our parents’ philosophy around money often dictates our own.One person may be a spender; the other may be a saver. Sometimes they have similar philosophies both are spenders or savers. Other times, they walk blindly through their life believing their partner is handling the finances. Turning a blind eye to your financial situation and always letting your partner handle it can really get you into trouble. In a partnership, even if one person is the designated “bill payer”, its important to at least be apprised of your current situation on at least a monthly basis. In my private practice, I’ve come across couples who have literally avoided talking about their financial picture for years. Once a couple gets locked in this avoidant pattern, it can be hard to break, but it can be done.A lot of what Jeff emphasizes for the couples to keep them healthy financially is similar to the work us marriage therapists do at times with our clients. One of the key components to a happy relationship is effective communication and you need that to do any of the things Jeff talked about. I think the financial date night is a great idea. When couples plan to set aside time to talk about finances (or any other stressful matter), it can relieve the stress of “how do I” or “when do I” bring up my questions or concerns to my partner. Just to make it easier to stay focused, couples can bring notes with them for these discussions. Holding the meeting under the guise of a “date” sets the tone that this is about connection and having the meeting outside of the home reduces the chances of the couple getting emotionally triggered and arguing over a difficult item. I would caution you that couples that have been avoidant of talking about their finances have probably been avoidant about other topics as well. Getting back into talking about these uncomfortable topics can add stress to an already stressful situation. Keep in mind that the financial date night, should be looked at as a time for collaborative problem solving and a time to express concerns effectively. If couples that have been avoidant in the past find that they’re still having trouble addressing the issue or don’t know how to go about talking about it, I’d recommend that they seek out a few sessions with a licensed marriage and family therapist. Most marriage therapists are interested in helping couples effectively communicate and develop the skills to talk with each other safely & authentically without needing the therapist. Deciding to go to couples counseling can be intimidating but it’s really not uncommon for couples to reach out when they are about to embark on trying new behaviors or ways of communicating to ask for help with that.Whatever your financial situation is, Jeff Motske's book, "The Couples Guide to Financial Compatibility" can be a healthy starting point for exploring your financial philosophies as a couple and gaining some guidance on ways to discuss the financial planning of some of life's milestones.Resources:JeffMotske.com You can find Jeff's book "The Couples Guide to Financial Compatibility" as well as his "War of the Wallets" quiz and links to Trilogy Financial Services hereReal Hope/Free communication tips providing some free helpful tips online for increasing healthy couple communication.Harville Hendrix Intentional Dialogue Exercise Harville Hendrix is a master of couple relationship dynamics. He is the founder of IMAGO Therapy. His Intentional Dialogue exercise is a communication strategy designed to help you work through issues or disagreements that may be holding you back from a more intimate and fulfilling relationship with your partner.Love Pong Love Pong is an interactive online game designed to help couples improve their communication and express their emotions more effectively.Money issues are still really stressing out Americans - / cnn.com *****************************************************************If you are enjoying the podcast and want to support it without it costing you a dime, there are 3 ways:Share an episode on your social mediaLeave a great review wherever you love to listen to your podcastsUse my Amazon Storefront Amazon.com/shop/drColleenMullen When you enter Amazon through my storefront. For every purchase you make for 24 hours, I will get a small portion of that sale. You were paying for it anyway, this way a small % of the sale goes to support your favorite podcast. While you're there, you can check out some of my favorite wellness-supporting products and apps! Enjoy!If you want to interact with Colleen more personally or stay up-to-date on her other podcasts and happenings, you can follow or friend her on:FacebookInstagramTwitterListen to Shrink@Shrink to learn about love and life through the movies every month.Ladies, Look for the upcoming Embrace Your Inner Leader Podcast every month to get empowered and inspired by unique female stories of success!You can buy the book: Stop Bitching, Just Lead! The 60-Day Plan for Embracing Your Inner LeaderIf you want to work with Colleen for personal 1:1 coaching to help you conquer the chaos in your life, just reach out through CoachingThroughChaos.com click on the Contact page.Thanks for listening! 

 Nobody like talking about taxes, but here's the thing...a good retirement tax strategies can save you and your heirs hundreds of thousands of dollars. On this show David Huisinga from Trilogy Financial Services talks to Dino about tax efficient retirement planning that everyone can benefit from as long as they have the right advisors in their corner.  Here are just some of the questions Dino asked David: 1.  What are the most common ways to save for retirement? 2.  Of the different types of plans, which is the most tax efficient? 3.  Don't most people want annual tax deductions? 4.  What is a Roth 401k? 5.  What do you do if your employer doesn't offer a Roth 401K? For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com  Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino   Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

The bottom line when it comes to good financial planning is to put your goals in writing starting today through the moment you pass your assets to your heirs.  Writing your goals into a sound financial strategy has an incredible ability to clear and focus your mind and habits.   In this episode, Jeff Seuferling from Trilogy Financial Services discusses the process of writing a solid financial plan.  Dino and Jeff discuss topics like: Planning with a low income Leveraging time to create wealth The Evolution of the Written Financial Plan Technology and the Financial Plan For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com  Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino   Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Would you like some practical tips for financial success?  Of course you would and here’s why.  Regardless of whether you make a lot of money or not, you can have a healthy retirement if you follow a few simple rules.   In this show Kevin Leon, the Regional VP of Trilogy Financial Services will change your perspective in 30 minutes of great information.  Here are some of the highlights: Paying off Credit Cards for success When to pay off the house Using cash To buy or lease a car Difference between a Roth IRA vs a Regular IRA Unmet expectations Finances For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com  Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino   Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Why would you want to work your whole lives just to give all of your assets away to the government and other 3rd parties at the time of your death?  The answer is that you wouldn’t;  nor would you want to have little or no control over medical decisions if you’re injured.   Tom Walden, Senior VP of Investments with Trilogy Financial Services came on to discuss these and other very impactful reasons to sit down with an estate planning professional. Why is estate planning important for your clients? What is probate and/or what would trigger probate? What does Guardianship for Minors mean? Are there taxes due at someone’s death? As A Financial Advisor How can you help a client save on Estate Taxes? How do your clients start the estate planning process For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com  Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino   Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

This weeks show features Jeff Motske and Cary Boring from Trilogy Financial Services and is a fantastic breakdown of financial and tax strategies for the end of 2014! Also, Download our free ebook: Consider Your Financial Compatibility Before You Start House Hunting Questions discussed in show:  How often should you review your portfolio? How much gifting can you do to family without anyone having to pay taxes? Why do we hear so much about investors converting to a Roth IRA before the end of the year?  What’s the advantage? What type of restrictions are on 401k contributions? When it comes to investments like mutual funds, what types of things do you have to be aware of towards the end of the year? How are the new requirements in healthcare affecting financial planning as the new year approaches? How do you evaluate when someone should take social security? What should someone’s investment portfolio look like at the time of retirement?  What type of assets and how much wealth do they really need?    

Children are coming back to stay with their parents and seniors are living longer. What does this mean? There’s a good chance if your in your 40’s or 50’s you are paying for you kids while your caring for your parents. We live in the brave new world of the “Sandwich Generation” and Jeff Motske and Kevin Leon from Trilogy Financial Services come on to teach us all who to handle our new reality.

It is a new America and every financial move you make is crucial when it comes to securing your future for yourself and you family. You need good councilors, with good information that are willing to take the time to educate you and answer all of your financial questions. In this show, the CEO of Trilogy Financial Services, Jeff Motske and Estate Planning Attorney Mark Lewis from the Law Offices of Mark Lewis & Associates, talk about current strategies to create wealth and protect it for your heirs.

Colleen McNamee from McNamee Mediations and Jeff Motske from Trilogy Financial Services come on to our show for the very crucial topic “Avoid Divorce and Financial Disaster. Become Financially Compatible!” on Money Matters With Dino airing every Sunday at 7AM on the Patriot KEIB AM 1150.

Jeff Motske, President and CEO of Trilogy Financial Services appeared on the show to discuss the growth of his firm. Host Richard Franzi explored with Jeff the keys to his ability to building a successful multi-state financial planning firm. Thea Hargrove of CAWeddingDay.com joined the show to share information about the wedding industry and an upcoming bridal boutique which was held at the Chuck Jones Center for Creativity in SOCO.

Ask any woman about investing and their future, and you might hear words like "not confident, unsure, or risk-averse.  Join us on Women Leading the Way Radio as we interview Windus Fernandez-Brinkkord, Vice President at Trilogy Financial Services, Inc. on the differences between men and women and investing.  Do women invest differently?  What can women do to plan for their financial future?  We'll also talk to Windus about being a woman executive in the very male-dominated industry of financial services.