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Category: Wellness & Money

  • 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 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
  • 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, 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 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
  • 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 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 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
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