In this episode of The Jeff Motske Show, I'll be talking about parents gifting money to their adult children and grandchildren, challenges faced by the giftors and giftees, and solutions for all involved.
My “Why” is as a financial advisor and within my own family. Also, learn my 3 part mission statement as to what I aim to do for my clients.
A group discussion about what it means to leave a legacy and the important next steps you should take to work toward it.
"Finishing Well" and the different types of Long Term Care plans. Statistics show that a lot of Americans will need to utilize a Long Term Care plan, so we need to start talking about it long before it is visible on the horizon.
Changing trends in planning for your financial future. I cover a variety of topics including how the financial services industry has evolved over the last 20 years, my style of communication with clients, and balancing what you can spend vs what you should spend.
Target date funds, retirement, and even helping kids learn basic budgeting skills!
Why I became an advisor, my best and worst financial decision, why I chose to work at Trilogy, and one thing which people don’t know about me.