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About Life & Money

Welcome to Life and Money, a podcast powered by Trilogy Financial. On this show, hosted by Trilogy President Jeff Motske, we talk about how your Life and your Money intersect.

Whether you are building your wealth or already retired, we want to make sure you achieve and maintain your financial independence. The key to this is sound decision-making and good financial behavior, both of which rely on not making decisions from emotions but rather from facts and education. Your financial plan is a blueprint for how your finances help build the life you want to live, and it should be as unique and ever-changing as you are. It is a living, breathing document that is always evolving. We hope that the easy-to-digest, educational format of the podcast helps you create a clear picture of what you need to consider as you build your plan to financial freedom.

Furthermore, the key to financial independence is not simply building wealth. Rather, it is also making sure that your financial decisions align with your values. Therefore, we talk about more than the market and investments. We talk about how your money intersects with your relationships, your dreams, and the unexpected. Our hope is that our material continues to impact you after the podcast ends and inspires “what if” conversations with yourself and your loved ones. Our goal is not to simply provide sound advice. We also want to prompt you to think and reflect about your Life and Money.

LIFE & MONEY PODCASTS

life and money

The Value Of Teams

On this week's podcast, Jeff  discusses the value of teams, and how to choose and work with a Financial Team. If you have financial questions,

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Learn more about the Financial Advisors who appear on Life & Money.

Jeff Motske is an author, an accomplished executive, radio personality and financial advisor. More importantly, though, he is a believer in the power of everyday Americans and is committed to helping them reach financial independence.

Raised in California with Midwestern roots, Jeff attended Vanguard University on a baseball scholarship, where he majored in Business Administration. He got a job straight out of college with a small mutual fund company doing retirement planning.

ABOUT THE HOST

Meet Jeff Motske, CFP®

Jeff Motske is an author, an accomplished executive, radio personality and financial advisor. More importantly, though, he is a believer in the power of everyday Americans and is committed to helping them reach financial independence.

Raised in California with Midwestern roots, Jeff attended Vanguard University on a baseball scholarship, where he majored in Business Administration. He got a job straight out of college with a small mutual fund company doing retirement planning.

jeff motske podcast
the financial compatibility quiz

Find out how financially compatible you are with your partner.

This quiz will cover important topics such as housing, traveling, investing, saving, budgeting etc. See where you are you partner align and discover your financial compatibility.

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This interactive tool helps you identify common approaches to financial, budget, retirement and investment planning in your current life stage. No matter what stage of life you’re in, Trilogy’s advisors are here for you.

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