100 episodes

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.

The Jeff Motske Show Jeff Motske

    • Business

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.

    # 261 The Value Of Teams

    # 261 The Value Of Teams

    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 
     

    • 22 min
    # 260 Planning For A New Year-During A Period Of Uncertainty

    # 260 Planning For A New Year-During A Period Of Uncertainty

    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 

    • 25 min
    # 259 Strategic Giving During Changing Times

    # 259 Strategic Giving During Changing Times

    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 

    • 24 min
    # 258 How To Approach Changes And Holiday Plans

    # 258 How To Approach Changes And Holiday Plans

    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 

    • 21 min
    # 257 Transition: What Do You Want Your Legacy To Be?

    # 257 Transition: What Do You Want Your Legacy To Be?

    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
     

    • 30 min
    # 256 Transition: Changes As You Approach Financial Independence

    # 256 Transition: Changes As You Approach Financial Independence

    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.

    • 37 min

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