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Category: Family & Money

  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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

    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
  • 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
  • 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
  • Gifting Money

    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
  • 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
  • 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
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