Love and Money: Addressing financing with defensive people.
Estate Planning: Don’t procrastinate, it could lead to big problems
Special guest: Mike Loo, Vice President of Trilogy Financial

Declare Your Financial Independence

The Most Important Factor In Your Finances? You!

The Jeff Motske Show

Investment Literacy And Risk

Jeff discusses the changing trends in planning for your financial future on this episode of The Jeff Motske Show.  Are your financial stumbles teachable moments for your children?  Find out in the Love And Money segment with Kimber Holdaway.  Our favorite estate planning attorney, Mark Lewis is back this week to answer the question, how many Americans have a will or a trust.  Mike Loo, Vice President Of Investments at Trilogy Financial wraps up the show.  Learn more about Mike and see if he is a potential fit as advisor for you!

Decision Center: Will Your Money Last?

Beyond Medicare, The Truth About AMC

In this episode of The Jeff Motske Show, we have a group discussion about what it means to leave a legacy and the important next steps you should take to work toward it. Listen now here or Download this episode from iTunes to enjoy on your commute!

Leaving A Financial Legacy

On this weeks Jeff Motske Show 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.

Know Your Why For Investing

On this weeks Jeff Motske Show podcast, Jeff welcomes Trilogy Financial Advisor, Mike Loo to the studio.  Mike gives us insight on what to do when parents gift money to children or grandchildren.

Mike Loo, MBA

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