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Author: Joanna Smith

  • The Value Of Teams

    February 8, 2021
    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, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Planning For A New Year-During A Period Of Uncertainty

    January 25, 2021
    On this week's podcast, Jeff explains how to take action with so much influx and uncertainty with the new year upon us.  If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Strategic Giving During Changing Times

    December 14, 2020
    On this week's podcast,Jeff gives insight on ways to give back during changing times. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • How To Approach Changes And Holiday Plans

    November 30, 2020
    On this week's podcast, Jeff gives ideas on how to plan during the holidays.  If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Transition: What Do You Want Your Legacy To Be

    November 16, 2020
    On this week's podcast, Estate Planning Attorney, Mark Lewis returns to discuss one of the ultimate transitions to prepare for, your legacy. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Mark Lewis Estate planning Attorney Featured Advisor Name® PResident & CEO VIEW BIO Related Podcasts... Read more

  • Transition: Changes As You Approach Financial Independence

    November 5, 2020
    On this week's 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 financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.   ASK A QUESTION Scott Naiman, RICP® VIce President of wealth management VIEW BIO Jeff Motske, CFP® President & CEO VIEW BIO Related Podcasts... Read more

  • College Planning During Periods Of Transition

    August 10, 2020
    On this week's podcast, Jeff shares college planning ideas during Covid-19. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Cyber Security

    July 29, 2020
    On this week's podcast, Jeff welcomes Trilogy Financial's IT Director, Johnny Lambert to the podcast to discuss the importance of cybersecurity. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Johnny Lambert Director of Information & Technology Jeff Motske CFP® President & CEO VIEW BIO Related Podcasts Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus ... Read more

  • Rethinking Elder Care During Covid-19

    June 15, 2020
    On this week's Jeff Motske Show podcast, Jeff and Estate Planning Attorney, Mark Lewis discuss elder care during Covid-19. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Mark Lewis Estate planning attorney Jeff Motske® president & CEO VIEW BIO Related Podcasts... Read more

  • Check-In During Covid-19

    May 31, 2020
    On this week's podcast, Jeff checks-in to see where you are and what you've learned during Covid-19. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.'  ASK A QUESTION Related Podcasts... Read more

  • Retirement and Covid-19

    May 17, 2020
    On this week's podcast, find out if you can stick to your original retirement plan in the era of Covid-19. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • The Costs Of Care-Giving

    May 4, 2020
    On this week's podcast, Jeff welcomes Estate Planning Attorney, Mark Lewis back to the podcast to discuss the costs of care-giving. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening., ASK A QUESTION Mark Lewis Estate planning attorney Jeff Motske® president & CEO VIEW BIO Related Podcasts... Read more

  • Retirement Health Costs

    April 19, 2020
    On this week's podcast, Jeff explains the importance of understanding retirement health costs. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Avoiding Headline Hysteria

    April 5, 2020
    On this week's podcast, Jeff explains how to remain calm during headline hysteria. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • College Planning: Decision Time

    March 23, 2020
    On this week's podcast, Jeff walks us through the process of college planning. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • How To Plan For A Child With Special Needs

    March 9, 2020
    On this week's podcast, Jeff welcomes Robert Wheatley, Managing Vice President of the Trilogy Financial, Torrance, California office.  Jeff and Robert sit down and discuss how to plan for a child with special needs. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Robert Whetley Managing Vice President VIEW BIO Jeff Motske, CFP® President & CEO VIEW BIO Related Podcasts... Read more

  • Finishing Well: Planning For The Next Chapter

    February 24, 2020
    On this week's podcast, Jeff welcomes back to the studio, Jim Young, Managing Vice President of Trilogy Financial to discuss planning for the next chapter in your life. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Jim Young Managing Vice President VIEW BIO Jeff Motske® President & CEO VIEW BIO Related Podcasts... Read more

  • Making Sure Your Spouse Is The MVP Of Your Financial Team

    February 10, 2020
    On this week's podcast, Jeff has a conversation regarding your spouse and making sure they are the MVP of your financial team. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • The Importance Of Your Financial Team

    January 27, 2020
    On this week's podcast, Jeff explains the importance of your financial team. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • How To Push Play On Your Financial Life

    January 13, 2020
    On this week's podcast, Jeff discusses kicking off 2020 with new intentions and focus.   If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Stress and Finances

    December 29, 2019
    On this week's podcast, Jeff welcomes Kimber Holdaway to discuss how financial stress affects a person's life. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.  ASK A QUESTION Related Podcasts... Read more

  • Having A Happy Holidays-Without The Financial Hangover Afterwards

    December 2, 2019
    On this week's podcast, Jeff welcomes Kimber Holdaway back to the show to discuss getting through the Holidays without a financial hangover. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.  ASK A QUESTION Related Podcasts... Read more

  • How To Have A Family Meeting About Mom And Dad’s Estate

    November 18, 2019
    On this week's podcast, Estate Planning Attorney, Mark Lewis,  joins Jeff in the studio to explain ways to have a family meeting about mom and dad's estate. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Mark Lewis Estate planning attorney Jeff Motske® president & CEO VIEW BIO Related Podcasts... Read more

  • How To Have An Annual Review With Your College Student

    November 4, 2019
    On this week's podcast, Jeff discusses ways to have an annual review with your college student.   If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • What To Do After A Loved One Dies

    October 21, 2019
    On this week's podcast, Jeff welcomes Estate Planning Attorney, Mark Lewis, to discuss what to do after a loved one passes. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening., ASK A QUESTION Mark Lewis Estate planning attorney Jeff Motske® president & CEO VIEW BIO Related Podcasts... Read more

  • Retirement Compatibility

    October 7, 2019
    On this week's podcast, Jeff discusses retirement compatibility with your partner.  If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Money Management Skills For College Students

    September 23, 2019
    On this week's podcast, Jeff focuses on money management skills for college students. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Recovering From A Traumatic Event

    September 9, 2019
    On this week's podcast, Jeff discusses how to recover from a traumatic event.  Long time Trilogy Financial Advisor, Mike Fibiger, joins Jeff to share his personal story. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Mike Fibiger Vice President of Wealth Management VIEW BIO Jeff Motske CFP® President & CEO VIEW BIO Related Podcasts Lorem ipsum dolor sit amet, ... Read more

  • How To Select An Estate Planning Attorney

    August 26, 2019
    On this week's podcast, Jeff welcomes our favorite Estate Planning Attorney, Mark Lewis back to the show.  Mark explains how to select the correct estate planning attorney.   If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Mark Lewis Estate planning attorney Jeff Motske® president & CEO VIEW BIO Related Podcasts... Read more

  • How Indecision Is Killing Your Pocket

    August 15, 2019
    On this week's podcast, Jeff welcomes long-time Trilogy Financial Advisor, Scott Naiman, RICP to discuss how indecision can affect people financially.  If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Scott Naiman, RICP® VIce President of wealth management VIEW BIO Jeff Motske, CFP® President & CEO VIEW BIO Related Podcasts... Read more

  • Gifting Money

    July 1, 2019
    On this week's podcast, Jeff welcomes Trilogy Financial Advisor, Mike Loo to the studio.  Mike gives us insight on what to do when parents gift money to children or grandchildren. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening., ASK A QUESTION Mike Loo Vice President of wealth management VIEW BIO Jeff Motske® president & CEO VIEW BIO Related Podcasts... Read more

  • Real Estate As An Investment

    June 17, 2019
    On this week's podcast, Trilogy Financial's Managing Vice President from the San Diego office, Windus Fernandez Brinkkord, joins Jeff in the studio to discuss what most people DON'T know when using real estate for income and security. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Windus Fernandez Brinkkord, AIF® Managing vice president VIEW BIO Jeff Motske, CFP® President & ... Read more

  • What’s In Your Control

    June 12, 2019
    On this week'ss podcast, Jeff discusses how to handle financial headline hazards.  Mark Lewis joins Jeff in the Estate Planning segment to explain how to safely store your estate plan.  Plus, Trilogy Financials Managing Vice President, Gonzalo de Leon Plata joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Mark Lewis Estate Planning Attorney Mike ... Read more

  • Nearing The Finish Line: What To Do In The Last 10 Years Of Your Career

    June 4, 2019
    On this week's podcast, Jeff welcomes Trilogy Financial's Managing Vice President of the Irvine office, Jim Young to the studio to discuss retirement readiness. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Jim Young Managing Vice President VIEW BIO Jeff Motske, CFP® President & CEO VIEW BIO Related Podcasts... Read more

  • Financial Advisor As Retirement QB

    May 25, 2019
    On this week's podcast, learn how to correct RMD (required minimum distribution) mistakes.  Also, find out when you should introduce your children to your wealth team.  Plus, Trilogy Financials Vice President Of Wealth Management, Scott Naiman, joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Scott Naiman, RICP® VIce President of wealth management VIEW BIO ... Read more

  • Tools For Collaboration

    May 18, 2019
    On this week's podcast, Jeff will discuss contributing to an unemployed spouse's IRA, and touch on stretch IRA's.  Do you really need them?  Plus, Trilogy Financials Vice President Of Wealth Planning, David Willett joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION David Willett VIce President of wealth management VIEW BIO Jeff Motske, CFP® President ... Read more

  • How To Pick An Attorney Or CPA

    May 11, 2019
    On this week's podcast, learn how to pick the right type of protection.  If you are a retiree, how should you prepare for a downturn in the market? Mark Lewis discusses blended families in the Estate Planning segment, and Trilogy Financial Advisors, Tom Elkins, and Isaac Hansen join Jeff on the show. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK ... Read more

  • How To Pick A Fiduciary Advisor

    April 27, 2019
    On this week's podcast, Jeff discusses 529 plans for multiple children.  Learn how to prepare for raising a child with special needs, plus Trilogy Financial Wealth Advisor, Matthew Phillips joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Matthew Phillips Wealth Advisor VIEW BIO Jeff Motske, CFP® President & CEO VIEW BIO Related Podcasts... Read more

  • Get Rid Of Data Distraction

    April 20, 2019
    On this week's podcast, Jeff explains how to manage empty-nest finances and staying on the same page as your spouse when you have different retirement dates.  Mark Lewis talks about life insurance and divorce in the Estate Planning segment, and Trilogy Financials Wealth Advisor, Derrick Blanchette joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION ... Read more

  • Get Objective About Goal-Setting

    April 17, 2019
    On this week's podcast, Jeff explains how to save for big results.  Also, Jeff talks about homeowner preparedness and how to merge your finances.  Don't miss Trilogy Financial's Managing Vice President of the Irvine, CA office, Jim Young as he joins Jeff in the studio.   If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Jim Young Managing Vice President VIEW ... Read more

  • Success Mindset: Commit To Grow

    April 6, 2019
    On this week's podcast, Jeff discusses retirement issues for single women, non-spouse beneficiaries 401k plans, and explains how to handle foreign assets in an estate plan.  Plus, Trilogy Financials Managing President of the Torrance branch, Robert Wheatley, joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Robert Wheatley Managing Vice President VIEW BIO Jeff Motske, ... Read more

  • Knowing What To Invest In And When

    March 30, 2019
    On this week's podcast, learn how to make your money work for you when your income is growing.  Jeff tells us how to merge financial households and discusses children and investing.  Casey Dettorre, Trilogy Financials Senior Vice President Of Wealth Planning, joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Casey Dettorre senior vice president ... Read more

  • Investment Literacy And Risk

    March 23, 2019
    On this week's podcast, Jeff explains how to avoid being part of the sandwich generation.  Also, Jeff gives tips if you are thinking about un-retiring.  Find out what happens to a 529 plan when the owner passes or becomes incapacitated.  And finally, Trilogy Financials Senior Vice President Of Wealth Planning, Nathan Brown joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. ... Read more

  • Know What You Own

    March 16, 2019
    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 the podcast. Thanks for listening. ASK A QUESTION Keegan Tanghe, AIF® Senior vice president of wealth ... Read more

  • Research Vs. Personality Investing

    March 9, 2019
    On this week's podcast, Jeff teaches us how retirement planning can help with your charitable giving.  Plus, Trilogy Financials Senior Vice President Of Wealth Management Dave Huisinga joins Jeff in the studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Dave Huisinga Senior vice president of wealth management VIEW BIO Jeff Motske, CFP® President & CEO VIEW BIO Related ... Read more

  • What’s The Money For

    March 2, 2019
    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 have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK ... Read more

  • Know Your Why For Investing

    February 23, 2019
    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 Of Investments, Mike Loo joins Jeff in the studio. If you have financial questions, email us: ... Read more

  • Using Tech To Stay Informed

    February 16, 2019
    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, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Scott ... Read more

  • Budgeting And Goal Review

    February 13, 2019
    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: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Related Podcasts... Read more

  • Know Your Financial Story

    February 2, 2019
    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. Thanks for listening. ASK A QUESTION Les McMullen VIce President of wealth management VIEW BIO Jeff ... Read more

  • Getting Organized To Get Ahead

    January 26, 2019
    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 studio. If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks ... Read more

  • The Effects Of Your FInancial Decisions

    January 19, 2019
    On this week's podcast, Jeff gets into what the Fire Movement is and what it entails.  Also, if you are looking into buying a home, Jeff explains what you will need to do to be financially prepared.  Mark Lewis is on this week for the Estate Planning segment.  Mark will talk about separate versus joint trusts for couples.  Finally, Trilogy Financials Vice President Of Wealth Planning, Michael Fibiger joins Jeff ... Read more

  • Goal Setting Tips For 2019

    January 5, 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. Thanks for listening. ASK A QUESTION Mike Broker, CFP® Managing vice president & chief strategy officer ... Read more
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