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Category: Life & 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, 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 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
  • 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
  • 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
  • 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
  • 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
  • On this week's podcast, Jeff touches on your financial freedom with the election coming up.  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, learn why it's important to stay educated about money to maintain your path to financial independence. 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 co-founder of Trilogy Financial, Kevin Mackintosh to explain why it's important to review your insurance coverage needs regularly. If you have financial questions, email us: play@trilogyfs.com. Remember to subscribe to the podcast. Thanks for listening. ASK A QUESTION Kevin Mackintosh EXECUTIVE VICE PRESIDENT, CHIEF DISTRIBUTION OFFICER VIEW BIO Jeff Motske CFP® PRESIDENT AND CEO VIEW BIO Related Podcasts... Read more
  • Cyber Security

    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
  • 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
  • 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
  • Retirement Health Costs

    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
  • 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
  • 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 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
  • 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, 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

    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
  • On this week's podcast, Jeff welcomes Ralph Henning, of Henning Accountancy Corporation, to discuss some last chance tax benefits for 2019.  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 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
  • 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
  • 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
  • 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
  • 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

    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, 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

    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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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

    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
  • 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

    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

    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

    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

    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

    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
  • 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
  • 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

    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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