
Stories that go beyond financial planning to what matters most!
| Publishes | Twice monthly | Episodes | 24 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

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
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
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
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
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
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
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









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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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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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Recent guests on Wit, Wisdom, & What Matters Most include:
1. Ciaran Brady
2. Tony Bower
3. Sarah Renieri
4. Peter Biondo
5. Scott Stork
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