EPISODES
Watch all installments of “The All Things Financial Show” by clicking on an episode below. Start with a topic you’d like to learn more about, and let us know what subjects you’d like to see covered next!
Avoid These Retirement Mistakes — Get the Help You Need & Avoid Common Landmines!
Planning for retirement can be tricky, and making the wrong moves can cost you big in the long run. In episode 28 of All Things Financial, Trey and Yelisey break down the most common mistakes people make when preparing for retirement and how to avoid them. Whether...
Solving Common Problems for Pre-Retirees & Retirees
Are you concerned about market volatility? In episode 27 of All Things Financial, Trey and Yelisey want to erase your fears of the potential hazards of the stock market and disperse five steps to prepare for a possible stock market crash in the future. Plus, the guys...
Bringing Your Retirement Vision to Life
Retirement is more than just leaving the workforce—it’s an opportunity to design a life you’ve always envisioned! In episode 26 of All Things Financial, Trey and Yelisey how “smart vision” and “smart inspection” play a key role when planning for your retirement. Plus,...
The State of Retirement in the Year 2024
In episode 25 of All Things Financial, Yelisey and Trey break down the importance of understanding the “retirement red-zone” and go through the 401k checklist that could help you build a better retirement. Nobody cares more about your money than you do. But Yelisey...
Avoid Top Fears of Retirees – Make Sure Your Money Lasts
As you near your retirement, proper planning is essential to ensure financial stability in retirement. In episode 24 of All Things Financial, Yelisey and Trey break down three important steps to solidify that your money lasts in retirement. Plus, the guys discuss how...
Preparing for Retirement in Very Uncertain Times
Have you heard from your advisor lately? In episode 23 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Ryan Moffitt discuss why getting a second opinion on your financial portfolio is a must in 2024, and why re-balancing your portfolio could...
Five New Steps to Recession-Proof Your Finances – Avoid Investing with Emotion
Market volatility combined with an upcoming Presidential Election have made for some interesting predictions regarding the future of the US Economy. In episode 22 of All Things Financial, Trey and Yelisey explain why they feel the US could be heading for a recession...
Knowledge is Power in Retirement!
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...
How to Take Advantage of Trump’s Tax Cuts!
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...
7 Things We’ve Learned in 7 Years of Business
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...