Metcalf Money Moment the Podcast29 Jan 2025

Ep 1 Navigating Wealth and Planning with Metcalf Money Moment

Welcome to the inaugural episode of Metcalf Money Moment, hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore. In this first episode, we’ll share why we created this podcast—to provide practical strategies and insights for your financial journey. Whether it's wealth management, retirement planning, estate planning, or investment management, we’re here to break down complex topics into actionable advice. Our goal is to empower you with the knowledge to make informed decisions so you can confidently navigate your financial future. Stay tuned for upcoming episodes, including our next one, where we’ll dive into the important topic of charitable giving.

IN THIS EPISODE:

(0:31) The purpose of Metcalf Money Moments - Financial Education
(2:51) Send in topic suggestions to the links below and discussion regarding educating clients
(5:10) Discussion of the format for the podcast
(7:24) Eric, Ethan and Jeb share their career journeys
(12:50) The next podcast will feature charitable giving

KEY TAKEAWAYS:

The podcast demonstrates a strong client-centric approach. By offering accessible financial education, Metcalf Partners aims to empower clients with knowledge, improve their financial decision-making, and deepen their understanding of their financial plans.
Metcalf Partners represents thought leadership in the financial industry. They establish themselves as knowledgeable and trusted advisors by consistently sharing insights and perspectives on current market trends and financial planning strategies.
Metcalf Partners fosters a deeper connection with its clients and reinforces its commitment to exceptional service by providing ongoing communication and valuable content.

RESOURCES:

Metcalf Partners - Website

Jeb Graham - LinkedIn

Ethan Hutchison - LinkedIn

Eric Wymore - LinkedIn

ABOUT THE HOST:

Jeb Graham:

Jeb is the CEO and Managing Partner at Metcalf Partners Wealth Management. Before founding Metcalf Partners, he was a Financial Advisor in Overland Park, KS. Active in the Kansas City community, Jeb serves on the Kansas City Chapter Board of Entrepreneur Organization (EO). He holds a Finance degree from Kansas State University and a CFP® designation, with additional executive education in retirement planning from Wharton.

Ethan Hutcheson:

Ethan is a Partner and Financial Planner at Metcalf Partners, passionate about helping people prepare, plan, and execute. With a career in Financial Services, his expertise spans Financial Planning, Tax, and Investment Management. Outside work, Ethan enjoys hunting, cycling, and outdoor activities with his wife Shanna and their sons, Rhett and Levi.

Eric Wymore:

Eric is a Partner and Wealth Manager at Metcalf Partners Wealth Management, with a career dedicated to wealth management. As an Accredited Investment Fiduciary, he prioritizes acting in clients’ best interests. Originally from southeast Iowa, Eric has lived in Kansas City for 20 years with his wife Becky and their sons, Gabe and Nolan. He holds a Finance degree from Iowa State University.

TAGS: Metcalf Money Moment the Podcast, Jeb Graham, Ethan Hutcheson, Eric Wymore, Financial Education, Wealth Management, Charitable Giving, Retirement Planning, Estate Planning, Investment Management, Financial Strategies, Client-Centric, Financial Planning, Trusted Advisors, Financial Empowerment,

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Episoder(41)

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