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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 10 hours 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 weeks 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 4 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 1 month, 1 week 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 1 month, 3 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 2 months, 2 weeks 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 2 months, 4 weeks ago
Ep 11 - Riding the Waves: Understanding Market Volatility and Recovery
Episode 11
Are you letting fear drive your investment decisions? Or are you prepared to navigate market volatility with confidence and clarity? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eri…
Published on 3 months, 1 week ago
Ep 10 - Navigating Rising Insurance Rates with Allen Smith of Blue Valley Insurance
Episode 10
Are you feeling the pinch from rising insurance premiums, especially regarding home and automobile rates? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Allen Smith…
Published on 3 months, 3 weeks ago
Ep 9 - The Power of a Legacy Letter: How Meaningful Words Shape Generations with Blake Brewer
Episode 9
Have you ever thought about the lasting impact of your words on your loved ones? On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Blake Brewer to explore the power of…
Published on 4 months, 1 week ago