Metcalf Money Moment the Podcast

Metcalf Money Moment the Podcast

Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management, retirement planning, estate strategies, and investment advisory services. Each host brings a unique perspective and expertise, ensuring well-rounded and insightful discussions that address the diverse needs of our audience. Every episode explores key topics to empower your financial journey. Discover practical strategies for building generational wealth, planning for retirement, safeguarding your legacy with estate planning, and optimizing savings through tax strategies tailored to high-net-worth individuals. Gain insights on investment approaches for volatile markets, entrepreneurial advice for Kansas City business owners, and guidance on major life events like marriage, home buying, and inheritance planning. Each episode is designed to inspire action and enhance your financial confidence. This podcast is also an essential resource for financial professionals, including CPAs, estate attorneys, and referral partners. Gain valuable insights into wealth management, trust building, business planning, and independent advisory services to better serve your clients and enhance your expertise. Our discussions provide the tools to deepen relationships and stay ahead in the financial industry. At Metcalf Money Moment the Podcast, we believe in making financial education accessible and impactful. Join us to discover how thoughtful, proactive planning can transform your financial future. Subscribe today to ensure you never miss an episode, and start making every money moment count! Meet the Hosts: Jeb Graham 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 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 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. Metcalf Website: https://www.metcalfpartners.com/

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Episoder(37)

Ep 36 - What Wealthy Families Do Differently With Their Money

Ep 36 - What Wealthy Families Do Differently With Their Money

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, they unpack the financial habits that quietly separa...

24 Jun 21min

Ep 35 - Is Long-Term Care Insurance Worth It? Aaron Clark Has Answers

Ep 35 - Is Long-Term Care Insurance Worth It? Aaron Clark Has Answers

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 Jeb, Ethan, and Eric sit down with long-term care ins...

10 Jun 21min

Ep 34 - The Silent Tax Bomb That Could Cost You in Retirement

Ep 34 - The Silent Tax Bomb That Could Cost You in Retirement

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 this episode, they expose the silent tax bomb, the ...

20 Mai 23min

Ep 33 - Maximize Your Business Valuation Before You Exit with Stephen Hilborn & Timothy Hosie

Ep 33 - Maximize Your Business Valuation Before You Exit with Stephen Hilborn & Timothy Hosie

Most business owners spend decades building something valuable and far too little time planning how to actually leave it. On Metcalf Money Moment, Jeb, Ethan, and Eric sit down with Stephen Hilborn an...

6 Mai 22min

Ep 32 - Investing During Uncertainty: War, Elections & Your Money

Ep 32 - Investing During Uncertainty: War, Elections & Your Money

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 during wars and elections. Across 20 major geopoli...

22 Apr 27min

Ep 31 - Chad Derowitsch: Build Muscle, Live Longer in Retirement

Ep 31 - Chad Derowitsch: Build Muscle, Live Longer in Retirement

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 sit down with longevity coach Chad Derowitsch of KCFI...

8 Apr 20min

Ep 30 - How AI Is Reshaping Wealth Management and Your Future

Ep 30 - How AI Is Reshaping Wealth Management and Your Future

Artificial intelligence investing is no longer a concept of the future. It is reshaping wealth management today. Jeb, Ethan and Eric break down the key AI stocks and players driving this revolution, f...

25 Mar 26min

Ep 29 - Home Care Services and How to Fund Them with Brad Haag

Ep 29 - Home Care Services and How to Fund Them with Brad Haag

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 Home to guide families through the often-confusing...

11 Mar 24min

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