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Ep 38 - The Real Cost of Waiting to Hire a Financial Advisor
Episode 38
Financial advisor strategies are the focus as Jeb, Ethan, and Eric break down the real cost of procrastination. Tax planning windows close every year…
13 hours ago
Ep 37 - Stop Leading Alone: Peer Groups That Transform Business with Dan Cooper
Episode 37
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 le…
2 weeks ago
Ep 36 - What Wealthy Families Do Differently With Their Money
Episode 36
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, t…
4 weeks ago
Ep 35 - Is Long-Term Care Insurance Worth It? Aaron Clark Has Answers
Episode 35
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 Je…
1 month, 1 week ago
Ep 34 - The Silent Tax Bomb That Could Cost You in Retirement
Episode 34
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 …
2 months ago
Ep 33 - Maximize Your Business Valuation Before You Exit with Stephen Hilborn & Timothy Hosie
Episode 33
Most business owners spend decades building something valuable and far too little time planning how to actually leave it. On Metcalf Money Moment, Je…
2 months, 2 weeks ago
Ep 32 - Investing During Uncertainty: War, Elections & Your Money
Episode 32
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…
3 months ago
Ep 31 - Chad Derowitsch: Build Muscle, Live Longer in Retirement
Episode 31
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 si…
3 months, 2 weeks ago
Ep 30 - How AI Is Reshaping Wealth Management and Your Future
Episode 30
Artificial intelligence investing is no longer a concept of the future. It is reshaping wealth management today. Jeb, Ethan and Eric break down the k…
3 months, 3 weeks ago
Ep 29 - Home Care Services and How to Fund Them with Brad Haag
Episode 29
Most families don't think about home care services until a crisis hits. On Metcalf Money Moment, Jeb, Ethan, and Eric welcome Brad Haag of A Place at…
4 months, 1 week ago