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: […]
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. […]
Getting Organized To Get Ahead
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 […]
The Effects Of Your FInancial Decisions
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 […]
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. […]
