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...
