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!
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...
Bridging the Retirement Income Gap
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...
Navigating Annuities: Your Guide to a Secure Financial Future
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,...
Maximizing Your Social Security Benefits: Strategies for a Secure Future
On episode 16 of All Things Financial, Yelisey and Trey stress the importance of maximizing your Social Security benefits. The guys also debate future U.S. tax codes relating to the current U.S. debt. Learn more and schedule your complimentary consultation at...
Understanding Long-Term Care
Yelisey and Ryan delve into the essential topic of long-term care, a critical aspect of healthcare that impacts millions of individuals and their families. Whether you're planning for the future or caring for a loved one, understanding the complexities of long-term...
MythBusters: Debunking Misconceptions About Money in Retirement
Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to break down six key moves you should make when your retirement nest egg reaches $250,000. Plus, the guys dispel some myths about five important retirement topics. Learn more and schedule your...
Avoid Overspending: 5 Tips to Save More Money!
This week on All Things Financial, Trey and Yelisey want to help you prepare for summer savings with the five tips to avoid overspending this summer and beyond! Learn more and schedule your complimentary consultation at ATFpodcast.com Contact Us Today at (612)...
Bad Financial Habits to Break Before You Go Broke!
This week, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to discuss some bad financial habits you want to avoid, and underscore the importance of financial literacy in America today. Learn more and schedule your complimentary consultation at...