Metcalf Money Moment the Podcast
Jeb Graham, Ethan Hutcheson, & Eric WymoreLooking 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 ... more
| Publishes | Twice monthly | Episodes | 38 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEducationHow ToInvesting | |||
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Latest Episodes
What if the most powerful tool for growing your business was simply being in the right room? Peer advisory groups are changing how business owners lead, grow, and connect. On Metcalf Money Moment, Jeb, Ethan, and Eric sit down with Dan Cooper, CEO of... more
Many people think wealth building is about a lucky break. Jeb, Ethan and Eric of Metcalf Money Moment the Podcast prove otherwise. In this episode, they unpack the financial habits that quietly separate millionaires from everyone else: early investin... more
Most people spend decades building wealth, yet a single extended stay in a nursing home can erase it within months. On Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with long-term care insurance specialist Aaron Clark to discuss the real ... more
Most people think their financial advisor's job is picking winning investments. Jeb, Ethan, and Eric of Metcalf Money Moment want to change that. In this episode, they expose the silent tax bomb, the stealth costs that inflate your tax bill in retire... more
Most business owners spend decades building something valuable and far too little time planning how to actually leave it. On Metcalf Money Moment, Jeb, Ethan, and Eric sit down with Stephen Hilborn and Timothy Hosie of Planned Exit Partners to explor... more
Investing amid uncertainty is the focus of this week's Metcalf Money Moment, as Jeb, Ethan, and Eric unpack what the data say about market volatility during wars and elections. Across 20 major geopolitical events since World War II, stocks recovered ... more
What if the most important investment you make before retirement has nothing to do with money? On Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with longevity coach Chad Derowitsch of KCFITCLUB to talk about healthy aging, muscle mass, an... more
Artificial intelligence investing is no longer a concept of the future. It is reshaping wealth management today. Jeb, Ethan and Eric break down the key AI stocks and players driving this revolution, from model builders like OpenAI and Anthropic to in... more
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Frequently Asked Questions About Metcalf Money Moment the Podcast
What is Metcalf Money Moment the Podcast about and what kind of topics does it cover?
This show centers on practical, high-net-worth financial planning and business strategy, with frequent deep dives into retirement planning, tax optimization, estate planning, and wealth transfer. Episodes often pair hosts with industry experts to explore topics like long-term care insurance design, sophisticated tax strategies, business exit options (ESOPs, private equity, and succession planning), and the role of a broader “personal CFO” approach that aligns investments, taxes, and estate planning. Notably, several conversations emphasize real-world case studies, regional dynamics (especially Kansas City), and the coordination among clients, advisors, and service providers to protect wealth across generations. Across episodes, listeners ca... more
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How many episodes of Metcalf Money Moment the Podcast are there?
Metcalf Money Moment the Podcast launched a year ago and published 38 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on Metcalf Money Moment the Podcast?
Recent guests on Metcalf Money Moment the Podcast include:
1. Aaron Clark
2. Tim Hosie
3. Stephen Hilborn
4. Chad Derowitsch
5. Brad Haag
6. Eric Owens
7. Christine Nosbush
8. Jeff Coppagen
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.