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Artwork for Wit, Wisdom, & What Matters Most

Wit, Wisdom, & What Matters Most

Danton Troyer and Kyle Luetters
Moneta Group Investment Advisors
Financial Planning
Moneta Wealth Management
Estate Planning
Retirement Planning
Tax Planning
Donor Advised Funds
Qualified Charitable Distribution
Tax Cuts and Jobs Act
Work-Life Balance
Equity Compensation
Generational Wealth
Communication
Retirement
Charitable Giving
Family CFO
Philanthropy
Employee Benefits
Legacy Planning
Gifting Appreciated Assets

Stories that go beyond financial planning to what matters most!

PublishesTwice monthlyEpisodes24Founded4 months ago
Number of ListenersCategory
Business

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Artwork for Wit, Wisdom, & What Matters Most

Latest Episodes

Success can feel like the finish line, but it’s often where the real risk begins. When everything is going right, it’s easy to lose focus on what actually matters most.

In this episode, Danton Troyer and Kyle Luetters explore what happens when life... more

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What if the biggest financial mistake high earners make isn’t what they invest in, but when they start paying attention? What if the habits you build early quietly shape everything about your future freedom?

In this episode, Danton Troyer and Kyle ... more

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Family conversations about money are rarely just about money. They’re about expectations, relationships, and decisions that can shape generations.

In this episode, Danton Troyer and Kyle Luetters share real stories from guiding families navigating ... more

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What happens to your mindset about money after you’ve achieved career success? In this conversation, retired global biotech executive Tony Bower, PhD, shares how ambition, family, and financial clarity reshape the way we think about spending and purp... more

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What does it really mean for a financial advisor to act as a “Family CFO?”

In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explain how financial planning goes far beyond investments and into the real decisions... more

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The most powerful lessons in wealth and leadership rarely come from spreadsheets or market charts. They come from real experiences, difficult decisions, and the stories people carry with them along the way.

In this episode, Danton Troyer and Kyle L... more

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Welcome to Wit, Wisdom, and What Matters Most with Danton Troyer and Kyle Luetters from Moneta. In this podcast, we help corporate executives and business leaders navigate uncertainty around various life stages, including complex benefits, career tra... more

Wit, Wisdom, and What Matters Most Beyond on peanut butter method of philanthropy Podcast Episode 17 with guest Dub Dubin Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Ciaran Brady
Guest, biotech industry veteran
Vertex Pharmaceuticals
Episode: Preparing for Retirement While Still at Peak Earnings (Ep. 22)
Tony Bower
Guest with a background in economics and psychology, tied to the drug industry
Episode: The Psychology of Spending After Success (Ep. 20)
Sarah Renieri
Manager of Talent Acquisition at Moneta
Moneta Group Investment Advisors
Episode: Episode 16 How a stop sign can cost you a job
Peter Biondo
Champion drag racer, family man, and promoter behind Spring Fling Bracket Races
Spring Fling Bracket Racing / Bracket Races promoter
Episode: Episode 12: Navigating business from family station wagon to World Champion
Scott Stork
State planning attorney with Polaris Law Group in the St. Louis area
Polaris Law Group
Episode: Episode 11 Leave room for the other important things in life

Hosts

Danton Troyer
Host of Wit, Wisdom, & What Matters Most
Kyle Luetters
Co-host of Wit, Wisdom, & What Matters Most

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Talking Points

Recent interactions between the hosts and their guests.

The Psychology of Spending After Success (Ep. 20)
Q: Tony, as you approached retirement, what were the biggest questions you asked yourself about timing and sufficiency?
He sought both the hard numbers (liquidity, debt, retirement income) and the emotional readiness, recognizing that even with a solid plan, the transition requires purpose and new activities beyond work.
Preparing for Retirement While Still at Peak Earnings (Ep. 22)
Q: What practical steps should listeners take now to prepare for retirement while still earning at a high level?
Start saving early, diversify investments, avoid excessive debt, and consider professional guidance to design a plan that aligns with personal and family goals.
Preparing for Retirement While Still at Peak Earnings (Ep. 22)
Q: How should someone balance stock options and diversification when they are at peak earnings?
A disciplined approach to diversify away from a single company's stock, considering different asset classes, and seeking objective guidance helps reduce concentration risk and emotional biases.
Preparing for Retirement While Still at Peak Earnings (Ep. 22)
Q: Why do you think high earners delay retirement planning and push it off into retirement?
The guest suggests it's a combination of focusing on immediate income, a lack of emphasis on future security, and a growing complexity in benefits that makes early planning feel overwhelming, but early, consistent saving and diversification can counteract this tendency.
Episode 12: Navigating business from family station wagon to World Champion
Q: What is the significance of the Las Vegas Million-dollar event and how did you justify the risk?
Las Vegas represented a high-risk, high-reward expansion outside traditional markets, but after years of building the brand and attracting participants nationwide, the event grew into a premier, payoff-heavy showcase that helped elevate the entire Spring Fling series.

Audience Metrics

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Frequently Asked Questions About Wit, Wisdom, & What Matters Most

What is Wit, Wisdom, & What Matters Most about and what kind of topics does it cover?

Two wealth-management hosts guide conversations that blend practical financial planning with broader life and family topics. Episodes frequently explore retirement planning, multi-generational wealth, philanthropy, and the human elements of money—values, goals, and the psychology behind spending and risk. Guests range from estate planners and tax experts to high-earning professionals and entrepreneurs, often tying specific industry experiences to actionable advice for executives, families, and business owners. The show stands out by weaving storytelling, client-centric frameworks, and real-world anecdotes into accessible guidance about managing wealth across life stages and generations.

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How many episodes of Wit, Wisdom, & What Matters Most are there?

Wit, Wisdom, & What Matters Most launched 4 months ago and published 24 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 Wit, Wisdom, & What Matters Most?

Recent guests on Wit, Wisdom, & What Matters Most include:

1. Ciaran Brady
2. Tony Bower
3. Sarah Renieri
4. Peter Biondo
5. Scott Stork

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.

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