Podcast Episodes

Ep 21 - Metcalf Partners Women's Financial Planning Event: Tara Renze On Being Who You Came To Be

Episode 21

Metcalf Partners Women's Financial Planning event takes center stage as Jeb, Ethan, and Eric welcome international keynote speaker, Tara Renze. Tara shares her journey from corporate sales leadership…

Published on 8 hours ago

Ep 20 - Big 2025 Tax Reform Changes: What the OBBBA Means for Your Money

Episode 20

The 2025 tax cuts are not just changes; they are transformations that will impact your estate tax, standard deduction, and tax planning strategies. Join hosts Jeb, Ethan, and Eric on the Metcalf Mone…

Published on 2 weeks ago

Ep 19 - Revolutionize Estate Planning: AI-Powered Tools & Expert Advice with Eva Deniz

Episode 19

Can Estate Planning be simplified? With Wealth.com’s innovative tools, like the AI extractor tool and visualizations, the answer is yes.

Join Jeb, Ethan, and Eric on the Metcalf Money Moment podcast …

Published on 4 weeks ago

Ep 18 - Benefits of Naming a Corporate Trustee with Randy Kimmel

Episode 18

When it comes to navigating the complexities of trust administration, having the right team in place is essential. On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric welcome Randy Ki…

Published on 1 month, 3 weeks ago

Ep 17 - Decoding Social Security for Retirement Planning

Episode 17

Wondering how to navigate the world of Social Security? Join financial advisors Jeb, Ethan and Eric as they tackle one of the most critical topics for retirees. This episode provides a clear overview…

Published on 2 months, 1 week ago

Ep 16 - Navigating Interest Rates and Home Loan Strategies With Jared Bahr

Episode 16

Are you feeling stuck between rising home prices and unpredictable interest rates? Do mortgage headlines leave you with more questions than answers? In this episode, hosts Jeb, Ethan, and Eric are jo…

Published on 2 months, 3 weeks ago

Ep 15 - Executive Edge: Understanding Elite Employee Benefits

Episode 15

Ever wondered how top-tier professionals leverage their compensation to build lasting wealth? In this engaging episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric share decades of expertise t…

Published on 3 months ago

Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise

Episode 14

Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares ga…

Published on 3 months, 2 weeks ago

Ep 13 - The Business of Planning: Financial Strategies for Business Owners

Episode 13

Are you a small business owner wondering how to plan for retirement or what your business is really worth? Have you thought about your exit strategy—or what happens if something unexpected takes you …

Published on 4 months, 1 week ago

Ep 12 - Casey McCarthy on Building a Bulletproof Retirement Plan for Small Businesses

Episode 12

Are you making the most of your retirement planning strategy—or leaving money and tax benefits on the table? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss with Casey McC…

Published on 4 months, 3 weeks ago