What’s The Money For

This week’s 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 […]

Know Your Why For Investing

On this week’s 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 […]

Using Tech To Stay Informed

On this week’s podcast, you will learn about financial advisor compensation and fees. Jeff also 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 Management, Scott Naiman joins Jeff in the studio. If you have financial questions, […]

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: […]

Know Your Financial Story

On this week’s Jeff Motske Show podcast, Jeff tells us why a budget is valuable for everyone.  Jeff also explains how to pay for long-term care.  Plus, Trilogy Financial Vice President Of Wealth Planning, Les McMullen joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. […]

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. […]