This is a show designed to teach the average person how to get their financial house in order from a financial planner's perspective. Jeff has been a certified financial planner for 29 years and is currently the CEO of Trilogy Financial Services with offices all over Southern California as well as Denver Colorado.
This Jeff Motske Show podcast focuses on holiday bonuses and budgets: How to stay focused on your financial independence during the holiday season. In the Love And Money segment, Jeff and Kimber figure out how to reduce stress when budgeting for the holidays. Also, Trilogy Financials Managing Vice President, Robert Wheatley joins Jeff in the studio. Listen to this segment and see if Robert could be a right fit for you as Financial Advisor.
If you have a question for Jeff, call 1-800-399-9637.
You can also email your questions here: firstname.lastname@example.org
How much money is enough for retirement? Find out on this weeks Jeff Motske Show Podcast. Jeff and Kimber tackle what to do when your children don't want to inherit the family business, and Trilogy Financial Senior Vice President Of Wealth Planning, Nathan Brown with his team members Mathew Phillips, and Joshua Counts join Jeff in the studio.
If you want to be a part of the show, call 1-800-399-9637 and leave us your question. You can also email your question here: email@example.com
Subscribe to The Jeff Motske Show Podcast to search old shows and get your financial questions answered.
Welcome to The Jeff Motske Show! On this episode, learn how to evaluate your relationship with your financial advisor. In the Love And Money segment, Jeff and Kimber give their thoughts on how to navigate mixing business with family. Mark Lewis returns in our Estate Planning segment to discuss the differences between a revocable and irrevocable trust. Jeff closes out the show and reveals the truth about tax refunds.
On this episode of The Jeff Motske Show, Jeff answers a listeners question regarding how much attention they should be paying to the stock market. In the Love And Money segment, Jeff and Kimber talk about regaining balance after a loved one dies. Special guest, Casey Dettorre, Senior Vice President Of Wealth Planning and his team of advisors join Jeff in the studio. Get to know them and see if they are a right fit for you as Financial Advisor.
Be a part of the show! Call 1-800-399-9637 and leave us your financial question. Jeff listens to all calls and may answer your question on the air. You can also email your question here: firstname.lastname@example.org
Subscribe to the show to search for past episodes!
On this podcast of The Jeff Motske Show, you will learn smart strategies for organizing your personal finances. We discuss positive approaches to discussing money with your significant other, and how to avoid probate. Jeff welcomes Mike Fibiger to the studio. Mike is the Vice President Of Wealth Planning at Trilogy Financial.
DON'T FORGET TO SUBSCRIBE TO THE PODCAST TO SEARCH OLD SHOWS AND GET YOUR FINANCIAL QUESTIONS ANSWERED!!