Metcalf Money Moment the Podcast
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 podcast brings decades of combined experience in wealth management, retirement planning, estate strategies, and investment advisory services. Each host brings a unique perspective and expertise, ensuring well-rounded and insightful discussions that address the diverse needs of our audience. Every episode explores key topics to empower your financial journey. Discover practical strategies for building generational wealth, planning for retirement, safeguarding your legacy with estate planning, and optimizing savings through tax strategies tailored to high-net-worth individuals. Gain insights on investment approaches for volatile markets, entrepreneurial advice for Kansas City business owners, and guidance on major life events like marriage, home buying, and inheritance planning. Each episode is designed to inspire action and enhance your financial confidence. This podcast is also an essential resource for financial professionals, including CPAs, estate attorneys, and referral partners. Gain valuable insights into wealth management, trust building, business planning, and independent advisory services to better serve your clients and enhance your expertise. Our discussions provide the tools to deepen relationships and stay ahead in the financial industry. At Metcalf Money Moment the Podcast, we believe in making financial education accessible and impactful. Join us to discover how thoughtful, proactive planning can transform your financial future. Subscribe today to ensure you never miss an episode, and start making every money moment count! Meet the Hosts: Jeb Graham is the CEO and Managing Partner at Metcalf Partners Wealth Management. Before founding Metcalf Partners, he was a Financial Advisor in Overland Park, KS. Active in the Kansas City community, Jeb serves on the Kansas City Chapter Board of Entrepreneur Organization (EO). He holds a Finance degree from Kansas State University and a CFP® designation, with additional executive education in retirement planning from Wharton. Ethan Hutcheson is a Partner and Financial Planner at Metcalf Partners, passionate about helping people prepare, plan, and execute. With a career in Financial Services, his expertise spans Financial Planning, Tax, and Investment Management. Outside work, Ethan enjoys hunting, cycling, and outdoor activities with his wife Shanna and their sons, Rhett and Levi. Eric Wymore is a Partner and Wealth Manager at Metcalf Partners Wealth Management, with a career dedicated to wealth management. As an Accredited Investment Fiduciary, he prioritizes acting in clients’ best interests. Originally from southeast Iowa, Eric has lived in Kansas City for 20 years with his wife Becky and their sons, Gabe and Nolan. He holds a Finance degree from Iowa State University. Metcalf Website: https://www.metcalfpartners.com/
Episodes
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...
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