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Insightful perspectives at the intersection of life and money.

Whether you are building your wealth or already retired, we want to make sure you achieve and maintain your financial independence. The key to this is sound decision making and good financial behavior, both which rely on not making decisions from emotions but rather from facts and education. Your financial plan is a blueprint for how your finances help build the life you want to live, and it should be as unique and ever-changing as you are. We hope that the easy-to-digest, educational format of the podcast helps you create a clear picture of what you need to consider as you build your plan to financial freedom.

Here's what Jeff has to say about Life & Money

Jeff Motske, CFP® President & CEO


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It is important to make sure that you make time to create estate strategies to help both you and your loved ones. Documenting your wishes and goals will create a legal framework that can easily be followed when settling your estate. See MoreSee Less

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Life Planning Tool

No matter what stage of life you're in, Trilogy's advisors are here for you. Our life planning tool can help you get started.

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Take this FREE simple quiz and find out how financial compatible you are with your partner.

This quiz will cover important topics such as housing, traveling, investing, saving, budgeting etc. See where you are you partner align and discover your financial compatibility.


Meet Jeff Motske, CFP®

Jeff Motske is an author, an accomplished executive, radio personality and financial advisor. More importantly, though, he is a believer in the power of everyday Americans and is committed to helping them reach financial independence.

Raised in California with Midwestern roots, Jeff attended Vanguard University on a baseball scholarship, where he majored in Business Administration. He got a job straight out of college with a small mutual fund company doing retirement planning.

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