Metcalf Money Moment the Podcast

Wondering how to navigate the world of Social Security? Join financial advisors Jeb, Ethan and Eric as they tackle one of the most critical topics for retirees. This episode provides a clear overview of how Social Security works, from eligibility requirements and the Full Retirement Age to the often-overlooked spousal benefit. They offer valuable insights into the pros and cons of claiming social security early versus late. The hos...

Are you feeling stuck between rising home prices and unpredictable interest rates? Do mortgage headlines leave you with more questions than answers? In this episode, hosts Jeb, Ethan, and Eric are joined by Jared Bahr of Arvest Bank to cut through the noise. He discusses the relationship between the federal funds rate and mortgage lending, the role of the 10-year treasury note, and introduces you to innovative, underused home loan ...

Ever wondered how top-tier professionals leverage their compensation to build lasting wealth? In this engaging episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric share decades of expertise to demystify elite employee benefits. They explore powerful tools such as deferred compensation, ESOPs, stock options, and HSAs, offering clear and practical strategies to help corporate executives and high earners optimize their financi...

Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares game-changing insights on fractional CFO services. Learn how to delegate effectively, plan for business growth, and navigate business exits with confidence, all while optimizing your financial future. Whether you're a small business owner...

Are you a small business owner wondering how to plan for retirement or what your business is really worth? Have you thought about your exit strategy—or what happens if something unexpected takes you out of the game? Whether you're just starting to think about retirement planning or already navigating the complexities of being a business owner, this episode is for you.

In this episode, hosts Jeb, Ethan, and Eric dive into the three k...

Are you making the most of your retirement planning strategy—or leaving money and tax benefits on the table? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss with Casey McCarthy, Executive Vice President at EIP Corp., how third-party administrators (TPAs) help design and manage 401(k) plans tailored to business goals, such as maximizing savings and attracting top talent. You’ll learn the differences betwe...

Are you letting fear drive your investment decisions? Or are you prepared to navigate market volatility with confidence and clarity? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss the emotional rollercoaster of the stock market, from historical bear markets to innovative diversification investment strategies. You'll hear insights from timeless charts like the First Trust Bull and Bear Markets chart, the...

Are you feeling the pinch from rising insurance premiums, especially regarding home and automobile rates? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Allen Smith of Blue Valley Insurance to explain why insurance rates are climbing and what you can do about it. From the impact of frequent roof damage claims to the hefty premiums that come with insuring teen drivers, Allen shares insights you nee...

Have you ever thought about the lasting impact of your words on your loved ones? On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Blake Brewer to explore the power of the Legacy Letter—a heartfelt parent-child letter filled with meaningful words that stand the test of time. Blake shares his deeply personal story of loss and how a letter from his late father changed his life, inspiring him to help ot...

Are you feeling uncertain about your investments in today’s turbulent market? You’re not alone. In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric break down the psychology of investing and how to navigate the ups and downs of the stock market with confidence. From understanding the emotional rollercoaster of fear and greed, to exploring strategies like diversification, downside protection, and opportunistic rebala...

How much money do you need to retire comfortably, and when is the best time to take Social Security? In this episode of the Metcalf Money Moment, hosts Jeb, Ethan, and Eric dive into the key components of retirement planning. They discuss the early retirement dichotomy, how much money you need to retire comfortably, and the complexities of managing retirement accounts. The conversation also explores the crucial decision of when to ...

Navigating the complexities of health insurance when retiring can be overwhelming, but having the correct information makes all the difference. In this episode of Metcalf Money Moment, host Jeb, Ethan, and Eric sit down with Matt Sturgeon, CEO of LNI Insurance Solutions, and Phil Walters, Director of Medicare at LNI Insurance Solutions, to break it all down. They discuss the key factors retirees need to consider, including determin...

Navigating the complexities of inheritance can be overwhelming, especially regarding tax implications and estate settlement. In this episode of Metcalf Money Moment, Jeb Graham, Ethan Hutcheson, and Eric Wymore break down key strategies for maximizing inheritance planning, ensuring tax efficiency, and streamlining the estate settlement process. From common mistakes—like cashing out an inherited IRA too soon—to the nuances of annuit...

Welcome to Metcalf Money Moment, where hosts Jeb Graham, Ethan Hutcheson, and Eric Wymore welcome Erik Rome from Sage Law to discuss the ins and outs of estate planning. In this episode, Erik dives into key aspects of managing an estate, from avoiding probate and understanding the role of wills to the complexities of trusts, durable power of attorney, and healthcare directives. They also explore the importance of appointing the cor...

Hosts Jeb Graham, Ethan Hutcheson, and Eric Wymore dive into why starting your financial planning early in the year is essential for achieving long-term success. In this episode, they explore critical strategies like maximizing retirement account contributions, understanding tax law changes for 2024, and consolidating 401(k) accounts for a streamlined approach. They also break down the benefits of 529 college savings plans, the imp...

Welcome to Metcalf Money Moment, where hosts Jeb Graham, Ethan Hutcheson, and Eric Wymore explore the world of charitable giving with special guest Annie Burndrett from the Greater Kansas City Community Foundation. In this episode, Annie shares insights into the foundation’s mission, its unique donor-advised funds (DAFs), and how they help individuals maximize their charitable impact while minimizing taxes. Annie explains how chari...

Welcome to the inaugural episode of Metcalf Money Moment, hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore. In this first episode, we’ll share why we created this podcast—to provide practical strategies and insights for your financial journey. Whether it's wealth management, retirement planning, estate planning, or investment management, we’re here to break down complex topics into actionable advice. Our goal is to empower yo...

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 podcas...