Know What You Own

On this week’s podcast, Jeff will explain ways to avoid impulsive spending.  Also, Jeff tells us what you need to know if you are thinking about un-retiring.  Finally, Trilogy Financials Senior Vice President Of Wealth Planning, Keegan Tanghe joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to […]

Budgeting And Goal Review

On this week’s 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 financial questions, email us: […]

Getting Organized To Get Ahead

On this week’s 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 […]

Goal Setting Tips For 2019

On this week’s podcast, Jeff Motske explains how to stay motivated to achieve your goals.  Also, find out when you’re financially sound to gift money.    Plus, don’t miss Managing Vice President, Mike Broker as he joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. […]