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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. J…
5 months 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, Et…
5 months, 2 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 M…
6 months, 2 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 fo…
6 months, 3 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? …
7 months, 1 week 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…
7 months, 3 weeks 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 welcom…
8 months, 1 week 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—…
9 months 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,…
9 months, 2 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 …
9 months, 3 weeks ago