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Ep 28 - Beyond Investing: What a Personal CFO Really Does
Episode 28
Jeb, Ethan, and Eric from Metcalf Money Moment reveal why the personal CFO model is transforming wealth management. Rather than segmenting your finan…
4 months, 3 weeks ago
Ep 27 - Slash Property Taxes: Eric Owens' Proven Appeal Methods
Episode 27
What if you could cut your property tax bill by hundreds of thousands or even millions of dollars? Eric Owens from Swartz + Associates reveals the in…
5 months, 1 week ago
Ep 26 - Gift Tax Exclusion: Smart Strategies For Tax-Free Giving
Episode 26
Understanding the gift tax exclusion is essential for anyone looking to transfer wealth to family members. On this episode of Metcalf Money Moment, h…
5 months, 3 weeks ago
Ep 25 - Innovative Tax Planning Strategies For 2026 With Christine Nosbush
Episode 25
Innovative tax planning strategies start with understanding your options before tax season arrives. In this episode of Metcalf Money Moment, hosts Je…
6 months, 1 week ago
Ep 24 - Retirement Account Consolidation: Protecting Aging Parents
Episode 24
Retirement account consolidation is critical for protecting aging parents and simplifying their financial lives. In this episode of Metcalf Money Mom…
6 months, 4 weeks ago
Ep 23 - Business Succession Planning: When To Start With Jeff Coppaken
Episode 23
Business succession planning is critical for every business owner, regardless of when they plan to exit. In this episode of Metcalf Money Moment, hos…
7 months, 1 week ago
Ep 22 - Bull Market Turns Three: What Investors Need To Know Now
Episode 22
The bull market officially hits its three-year milestone, marking a significant period of growth since October 2022. In this episode of Metcalf Money…
8 months ago
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 …
8 months, 2 weeks 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. J…
9 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…
9 months, 2 weeks ago