All Things Financial

All Things Financial

Hosted by Trey Peterson & Yelisey Kuts. All Things Financial provides an extensive level of knowledge surrounding retirement and retirement strategies. This includes tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. To Learn More About All Things Financial: https://Atfwealth.com

Episodes

December 9, 2025 35 mins

How can you structure your investments so your money lasts as long as you do or perhaps even longer?

In this episode, Trey and Yelisey outline practical strategies to help you build a retirement plan that withstands market swings, inflation, and longevity risk. They explain why balanced risk, Social Security timing, and the following three “buckets of money” can profoundly change retirement outcomes:


* Yellow Bucket: Your protec...

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How can you evaluate whether a college degree will pay off for your specific career goals?

This episode explores whether college is still a worthwhile investment in a world where tuition is rising and alternative paths are becoming more viable. Trey and Yelisey break down the financial, personal, and career factors that determine whether higher education truly pays off.


What you’ll learn in this episode:


(00:58) Why the valu...

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November 25, 2025 23 mins

How can rising wedding costs impact your long-term financial stability and retirement prospects?

In this episode, Trey and Yelisey break down the booming wedding industry and reveal how its rising costs directly affect retirees. They explain the opportunity cost behind big gifts, why delayed marriage intersects with retirement planning, and how to provide support without sacrificing long-term financial security. From tax strategies ...

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What can you learn from Dr. Mark Rutland about turning personal faith into professional resilience?

In this episode, Trey and Yelisey chat with Dr. Mark Rutland about what it takes to turn a crisis into a comeback. From rescuing failing organizations to building thriving ministries, Dr. Rutland shares timeless lessons about flexibility, stewardship, character, and faith. This conversation blends practical financial wisdom with spiri...

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November 11, 2025 45 mins

What really happens behind the scenes when financial advisors try to help clients stay on track?

In this episode, Trey and Yelisey open up about the real challenges financial advisors face behind closed doors—from overspending clients to emotional investing and hidden purchases. Through honest stories, they reveal how transparency, planning, and partnership can make or break retirement success. This conversation offers a rare glimps...

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November 4, 2025 31 mins

Once extra cash flow is achieved, what is the best next step to maximize financial growth?

In this episode, Trey and Yelisey tackle a question many people face once they’ve moved beyond living paycheck to paycheck: what comes next? From self-investment and business growth to real estate and credit strategy, your hosts outline the key steps to multiplying wealth rather than just saving it. Whether you’re newly earning extra income or...

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What are some of the most important financial differences between renting and buying a home?

In this episode, Trey and Yelisey break down the classic rent-versus-buy debate from both emotional and financial angles. They explore the true costs of homeownership, from property taxes to maintenance, and when renting might actually be the smarter option. By the end, you’ll have a clearer understanding of how to align your housing choices...

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In this candid Q&A episode, Trey and Yelisey open up about their first jobs, biggest money mistakes, and the lessons that shaped their financial philosophies. Through their stories, they reveal how discipline, stewardship, and faith have guided their approach to money and life. This conversation will remind you that success is about more than wealth; it’s about purpose, stability, and the people you share it with.

What you’ll le...

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October 14, 2025 30 mins

If the word "money" has negative connotations for you, how can you flip that so that "money" becomes a positive word? 

In this episode, Trey and Yelisey explore why "money" often feels like a curse word in today’s culture — and how to shift that mindset toward stewardship, abundance, and confidence. They unpack how upbringing, relationships, and even faith can shape our emotional relationship with money. 


What you’ll le...

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In this episode, Trey and Yelisey break down the 10 rules of money, revealing practical strategies for building wealth and protecting your financial future. They explore the importance of generosity, living within your means, using debt wisely, and the power of consistency over time. You’ll walk away with a clearer vision of how to define wealth and create financial freedom that aligns with your values.

What you’ll learn in this epi...

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How might defining wealth differently change the way you live and how you retire?

In this episode, Trey Peterson and Yelisey Kuts kick off Season Two with a candid conversation about redefining wealth, building stability, and balancing career choices with personal passions. They share personal stories, financial lessons, and insights from working with clients across all stages of life. The discussion challenges common myths about mo...

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With Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association

Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo w...

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Inflation is more than just rising prices—it’s a silent force that can erode your retirement savings and impact your financial security. In episode 31 of All Things Financial, Trey and Yelisey explore how inflation affects federal retirees and their long-term planning.

Learn strategies to protect your purchasing power, make the most of your retirement benefits, and ensure your savings keep pace with rising cost...

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Guest: Dr. William Logan, National Medical Director, Carelon Health Palliative Care

November is National Palliative Care Month. Seriously ill patients often juggle many doctor visits, complicated medication schedules, and care instructions. They also experience a range of emotions that comes with navigating complex condition management. Serious illness can also affect patients financially because it's common fo...

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An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and socie­­­­ty, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to...

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November 9, 2024 44 mins

Retirement is the biggest life step one takes as they enter their golden years. Don’t be left behind or let your retirement get out of YOUR control. On episode 30 of All Things Financial, Yelisey and Trey discuss the six ways retirement has changed over the years and disperse three tips to plan for a safe retirement, not a risky retirement.

Nobody cares more about your money than you do. But Yelisey and Trey li...

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November 1, 2024 50 mins

Are you ready to take control of your retirement future. In episode 29 of All Things Financial, Yelisey and Ryan disperse actionable strategies and essential tips to set yourself up for a successful and secure retirement. Plus, the guys break down the top financial regrets of older Americans and discuss strategies to avoid these mistakes as you’re nearing or in retirement!

Nobody cares more about your money tha...

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GUEST: Jenn Jones, VP of Government Affairs, AARP
 
TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (...

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Planning for retirement can be tricky, and making the wrong moves can cost you big in the long run. In episode 28 of All Things Financial, Trey and Yelisey break down the most common mistakes people make when preparing for retirement and how to avoid them. Whether it’s not saving enough, mismanaging investments, or misunderstanding your benefits, the guys cover it all! Don’t let avoidable errors derail your fin...

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Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging
 
In ...

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