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Category: Life & Money

  • 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 nec ... 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
  • 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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