Metcalf Money Moment the Podcast

By Jeb Graham, Ethan Hutcheson, & Eric Wymore

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Category: Investing

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Episodes: 39

Description

Looking for trusted financial planning, retirement planning, wealth management, investing, tax planning, and estate planning advice you can actually use? Welcome to Metcalf Money Moment – The Podcast, where individuals, families, business owners, professionals, and retirees gain practical financial planning strategies to build wealth, prepare for retirement, reduce taxes, protect assets, and make confident financial decisions. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore of Metcalf Partners Wealth Management, each episode delivers expert financial planning insights, retirement planning strategies, wealth management guidance, and investment knowledge designed to help you navigate today's financial landscape with confidence. Drawing on decades of experience, the hosts simplify complex financial topics into practical conversations that help you avoid costly mistakes and make informed decisions for your future. Whether you're preparing for retirement, growing your investments, planning for a major life transition, selling a business, managing significant wealth, or creating a legacy for future generations, you'll gain actionable financial planning advice that can be applied to real-life situations. Each episode explores topics including: • Financial planning, wealth management, and personal finance strategies • Retirement planning, retirement income, and Social Security decisions • Investing, investment management, and building long-term wealth • Tax planning, estate planning, trusts, and legacy planning • Business succession, exit planning, and financial planning for business owners • Market trends, economic insights, and financial strategies for major life transitions If you're approaching retirement, you'll learn how to create reliable retirement income, optimize Social Security decisions, manage investment risk, reduce taxes, and develop a retirement plan that supports the lifestyle you've worked hard to achieve. If you're a business owner or entrepreneur, you'll discover strategies for business valuation, succession planning, exit planning, tax considerations, liquidity planning, and preparing your business for a successful sale or transition. If you're focused on building and preserving wealth, you'll gain practical guidance on investing, wealth management, estate planning, family wealth conversations, charitable giving, trust planning, and creating a lasting financial legacy. Financial professionals, CPAs, attorneys, and trusted advisors will also benefit from timely discussions on financial planning best practices, wealth management trends, retirement strategies, investment planning, tax-efficient wealth transfer, and opportunities to better serve their clients. At Metcalf Partners Wealth Management, we believe financial planning should be practical, understandable, and actionable. Our mission is to help people make smarter financial decisions through education, thoughtful planning, and personalized wealth management strategies that align with their goals, values, and long-term vision. Whether you're just beginning your financial journey, preparing for retirement, managing investments, growing your wealth, protecting your family, planning your estate, or building a legacy for future generations, Metcalf Money Moment – The Podcast delivers trusted financial planning, retirement planning, wealth management, investing, and personal finance insights to help you make every money moment count. About the Hosts Jeb Graham, CFP® is CEO and Managing Partner of Metcalf Partners Wealth Management and specializes in wealth management, retirement planning, and helping business owners navigate complex financial decisions. Ethan Hutcheson is a Partner and Financial Planner whose expertise includes financial planning, investment management, and tax-focused strategies designed to help clients prepare for the future. Eric Wymore, AIF® is a Partner and Wealth Manager focused on investment stewardship, fiduciary guidance, and helping families build and preserve long-term wealth. Metcalf Website: https://www.metcalfpartners.com/

Episode Date
Ep 38 - The Real Cost of Waiting to Hire a Financial Advisor
Jul 22, 2026
Ep 37 - Stop Leading Alone: Peer Groups That Transform Business with Dan Cooper
Jul 08, 2026
Ep 36 - What Wealthy Families Do Differently With Their Money
Jun 24, 2026
Ep 35 - Is Long-Term Care Insurance Worth It? Aaron Clark Has Answers
Jun 10, 2026
Ep 34 - The Silent Tax Bomb That Could Cost You in Retirement
May 20, 2026
Ep 33 - Maximize Your Business Valuation Before You Exit with Stephen Hilborn & Timothy Hosie
May 06, 2026
Ep 32 - Investing During Uncertainty: War, Elections & Your Money
Apr 22, 2026
Ep 31 - Chad Derowitsch: Build Muscle, Live Longer in Retirement
Apr 08, 2026
Ep 30 - How AI Is Reshaping Wealth Management and Your Future
Mar 25, 2026
Ep 29 - Home Care Services and How to Fund Them with Brad Haag
Mar 11, 2026
Ep 28 - Beyond Investing: What a Personal CFO Really Does
Feb 25, 2026
Ep 27 - Slash Property Taxes: Eric Owens' Proven Appeal Methods
Feb 11, 2026
Ep 26 - Gift Tax Exclusion: Smart Strategies For Tax-Free Giving
Jan 28, 2026
Ep 25 - Innovative Tax Planning Strategies For 2026 With Christine Nosbush ​​
Jan 14, 2026
Ep 24 - Retirement Account Consolidation: Protecting Aging Parents
Dec 23, 2025
Ep 23 - Business Succession Planning: When To Start With Jeff Coppaken
Dec 10, 2025
Ep 22 - Bull Market Turns Three: What Investors Need To Know Now
Nov 19, 2025
Ep 21 - Metcalf Partners Women's Financial Planning Event: Tara Renze On Being Who You Came To Be
Nov 05, 2025
Ep 20 - Big 2025 Tax Reform Changes: What the OBBBA Means for Your Money
Oct 22, 2025
Ep 19 - Revolutionize Estate Planning: AI-Powered Tools & Expert Advice with Eva Deniz
Oct 08, 2025
Ep 18 - Benefits of Naming a Corporate Trustee with Randy Kimmel
Sep 10, 2025
Ep 17 - Decoding Social Security for Retirement Planning
Aug 27, 2025
Ep 16 - Navigating Interest Rates and Home Loan Strategies With Jared Bahr
Aug 13, 2025
Ep 15 - Executive Edge: Understanding Elite Employee Benefits
Jul 30, 2025
Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise
Jul 16, 2025
Ep 13 - The Business of Planning: Financial Strategies for Business Owners
Jun 25, 2025
Ep 12 - Casey McCarthy on Building a Bulletproof Retirement Plan for Small Businesses
Jun 11, 2025
Ep 11 - Riding the Waves: Understanding Market Volatility and Recovery
May 28, 2025
Ep 10 - Navigating Rising Insurance Rates with Allen Smith of Blue Valley Insurance
May 14, 2025
Ep 9 - The Power of a Legacy Letter: How Meaningful Words Shape Generations with Blake Brewer
Apr 30, 2025
Ep 8 - Long-Term Wealth Building: How to Stay Resilient in Uncertain Times
Apr 16, 2025
Ep 7 - Mastering Early Retirement: Social Security, Health Insurance, and More
Apr 02, 2025
Ep 6 - Making Sense of Health Insurance When Retiring: Expert Insights with Matt Sturgeon and Phil Walters
Mar 19, 2025
Ep 5 - Maximizing Your Wealth: What to Do When You Inherit Money
Mar 05, 2025
Ep 4 - Erik Rome on Estate Planning: Navigating Probate and Choosing the Right Trustee
Feb 19, 2025
Ep 3 Early Financial Planning: Why January Is the Key to a Successful Year
Jan 29, 2025
Ep 2 Annie Burndrett Maximizing Your Philanthropy: Charitable Giving Through the Greater Kansas City Community Foundation
Jan 29, 2025
Ep 1 Navigating Wealth and Planning with Metcalf Money Moment
Jan 29, 2025
Metcalf Money Moment- The Podcast Trailer
Jan 22, 2025