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Category: Wellness & Money

  • 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

  • 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

  • Why Your Insurance Coverage Needs To Be Reviewed Regularly

    September 6, 2020
    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

  • 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

  • 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

  • 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

  • Last Chance Tax Benefits for 2019

    December 16, 2019
    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

  • 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 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

  • 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

  • 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

  • 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 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

  • 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

  • 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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