Defining True Wealth Beyond Just Money and Numbers

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 money, entrepreneurship, and success, offering practical guidance for creating lasting financial peace.

What you’ll learn in this episode: 

(00:44) Why All Things Financial is expanding to cover fresh insights for younger and older audiences alike.

(03:02) How true wealth is more about freedom and peace of mind than numbers in an account.

(04:47) Why chasing income without considering fulfillment can lead to dissatisfaction.

(09:26) How successful careers balance passion, skills, and necessary but less enjoyable tasks.

(13:35) Why discovering your unique talents is key to long-term success.

(17:18) How to focus on people who are truly aligned with your goals.

(24:03) Why mastering financial basics like savings and debt payoff creates stability and long-term wealth.

(28:26) How entrepreneurs can manage risk without betting everything on one idea.

Learn more about Trey C. Peterson, Yelisey Kuts, and "All Things Financial”: https://ATFPodcast.com

Subscribe to the podcast: 

* Apple Podcasts: https://apple.co/46Ofekh 

* Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi 

* YouTube: https://www.youtube.com/@allthingsfinancialshow 

In this podcast, Trey C. Peterson & and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit atfwealth.com to learn more!

Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.

Schedule a meeting with us:

* Trey Peterson: [e-mail]

* Yelisey Kuts: [e-mail]

* Phone: [phone]

Trey Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership.

Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He has a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015. 

All Things Financial serves clients in the greater Minneapolis-St. Paul metro area, across the upper Midwest and throughout nineteen states nationwide. Our advisory team provides fiduciary advice and services to individuals, businesses, and nonprofit organizations. Our mission is to help you: Retire once, Retire well. 

This episode was...