Getting Personal: Money Lessons That Shape Who We Are

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 learn in this episode:

(0:41) How Trey and Yelisey’s early jobs and family backgrounds influenced their views on money and work.

(2:36) The biggest financial mistake Trey made early in marriage.

(6:10) Why emergency funds are essential.

(7:41) How Trey’s upbringing in a pastor’s family taught him stewardship, humility, and long-term investing.

(11:11) What financial success looks like at different life stages.

(16:41) Why you must find purpose before retirement to avoid depression and “gray divorce.”

(21:45) How delayed gratification protects your future.

(24:54) How Trey and Yelisey help clients find peace and purpose even when finances don’t go as planned.

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

Subscribe to the podcast:

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696

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

YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1

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 https://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 C. Peterson: [e-mail]

Yelisey Kuts: [e-mail]

Phone: [phone]

Contact us: https://atfwealth.com/contact-us

Trey C. 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.

At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com

This episode was produced by Story On Media: https://www.storyon.co/