On episode 21 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Trey Peterson discuss a variety of topics stemming from downsizing in retirement, the IRS 10-Year Rule, and how the upcoming 2024 election could affect the future of social...
On episode 20 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Trey Peterson break down the Tax Cuts and Jobs Acts expiring in 2025 and how that may play a role in your future retirement. Plus, the guys answer listener questions, including a...
On episode 19 of All Things Financial, Yelisey Kuts and Trey Peterson reflect on their growth as entrepreneurs and what they are most looking forward to in the coming years in growing their business. Schedule Your Meeting: Trey@gwealth.com | Yelisey@gwealth.com...
On episode 18 of All Things Financial, Yelisey Kutz and Ryan Moffitt dive into one of the most pressing issues facing retirees today: the retirement income gap. As lifespans increase and traditional pension plans become less common, many find themselves unprepared for...
On episode 17 of All Things Financial, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to discuss world of annuities. Whether you’re planning for retirement, looking to diversify your investment portfolio, or seeking a reliable income stream,...
