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
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
Are you concerned about market volatility? In episode 27 of All Things Financial, Trey and Yelisey want to erase your fears of the potential hazards of the stock market and disperse five steps to prepare for a possible stock market crash in the future. Plus, the guys outline potential misnomers about annuities, including a detailed explanation of annuities with a death benefit!
Nobody cares more about your mone...
Fraud, identity theft and data breaches have become part of our everyday lives. So far in 2024, there have been more than 1,300 data breaches. Last year consumers reported losing more than $10 billion to fraud, the highest dollar amount ever reported, according to the Federal Trade Commission (FTC).
Experian’s 2024 U.S. Identity and Fraud report reveals how consumers feel about cyber threats and their online fo...
Retirement is more than just leaving the workforce—it’s an opportunity to design a life you’ve always envisioned! In episode 26 of All Things Financial, Trey and Yelisey how “smart vision” and “smart inspection” play a key role when planning for your retirement. Plus, the guys break down the five things you shouldn’t cheap out on in retirement.
Nobody cares more about your money than you do. But Yelisey and Tre...
Bonus episode! Guest: Leigh Purvis, Prescription Drug Policy Principal, AARP Public Policy.
A provision in the 2022 Inflation Reduction Act will cap annual out-of-pocket prescription drug costs for people in Medicare prescription drug plans, beginning at $2,000 in January 2025.
A new AARP report analyzes the number of enrollees that will benef...
In episode 26 of All Things Financial, Yelisey and Trey break down the importance of understanding the “retirement red-zone” and go through the 401k checklist that could help you build a better retirement.
Nobody cares more about your money than you do. But Yelisey and Trey like to think of ourselves as a close second! The guys provide an extensive level of knowledge and service in key areas concerning retireme...
As you near your retirement, proper planning is essential to ensure financial stability in retirement. In episode 25 of All Things Financial, Yelisey and Trey break down three important steps to solidify that your money lasts in retirement. Plus, the guys discuss how election years impacted inflation.
Nobody cares more about your money than you do. But Yelisey and Trey like to think of ourselves as a close seco...
On episode 24 of All Things Financial, Yelisey and Trey want to stress the importance of making up for lost time in planning for retirement, and why scheduling a check-up for your portfolio is the smartest and safest way to go when planning for retirement.
Nobody cares more about your money than you do. But Yelisey and Trey like to think of ourselves as a close second! The guys provide an extensive level of kno...
Have you heard from your advisor lately? In episode 23 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Ryan Moffitt discuss why getting a second opinion on your financial portfolio is a must in 2024, and why re-balancing your portfolio could serve a significant purpose in the future!
Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves as a ...
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