PODCAST · business
All Things Financial
by 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
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Ai and You - Living in a Tech World
AI Voice Scams: How to Protect Yourself and Your Finances | All Things Financial In this episode of All Things Financial, the hosts discuss how AI is changing the way scams happen—especially the risk that the voice on the other side of a phone call may not be who you think it is—and share…
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Your Credit Score in 20 Minutes (Or Less)
Credit Score Basics: The 5 Factors, Common Myths, and Fast Ways to Improve Your FICO Trey Peterson and Yelisey Kuts explain how credit scores affect the long-term cost of borrowing and outline the five main FICO factors: payment history (35%), credit utilization (30%), length of credit history,...
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Patterns in Money: Decisions, Debt, and Retirement Thinking
Why Money Matters: Patterns, Mistakes, and Retirement Fears | All Things Financial 00:00 Money Decisions as Patterns 00:53 First Money Mistakes 01:51 Debt and Depreciation Lessons 04:30 Early Money Mentors 07:05 DIY Retirement Pitfalls 09:33 Best Moves in Your 20s 11:39 Stretch vs Comfort...
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How To: Maximize Your Tax Refund
How to Maximize Your Tax Refund- 3 Simple Steps Trey Peterson and Yelisey Kuts break down three pillars of retirement tax planning for those in or nearing retirement: understanding your tax “buckets” (taxable, tax-deferred, and tax-free/Roth) and why having multiple buckets creates flexibility;...
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Leadership in the Workplace
How to Build a Winning Company Culture: Core Values, Leadership, and Morale | All Things Financial Podcast 00:00 Welcome and Culture Topic 01:16 What Culture Really Means 02:23 Core Values Must Be Lived 03:47 Hiring and Personal Chaos 04:57 Three Culture Pillars 05:58 Core Values at ATF 06:14...
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Annuities, Are They All Bad?
Here's a caption draft for All About Annuities, following the same structure minus timestamps since those aren't available yet: Are annuities a guaranteed paycheck for life, or a costly product that's misunderstood by most retirees? In this episode, Trey and Yelisey break down everything you need...
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Finance 101: Investing for Dummies
Finance 101: Investing for Dummies - How to Start, Beat Fear, and Harness Compounding Trey Peterson and Yelisey Kuts share beginner-friendly investing lessons, emphasizing that the biggest risk is not investing and that starting early—even with small amounts—lets compounding work over time. Trey...
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Transitioning Into Retirement - Building a Life Long Income Stream
Are you focusing too much on a single nest egg target instead of building a guaranteed, lifelong income stream? Retirement is one of the biggest financial and lifestyle transitions you may ever make, and this episode explains why it requires more than simply building a large nest egg. Trey and...
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3 Mistakes That Quietly Hurt Your Future
Are you just sitting on your money when you could be telling it where to go? Trey and Yelisey discuss the subtle, non-dramatic financial errors that can significantly hinder a person's ability to retire well. The episode highlights how delay, lack of planning, and emotional decision-making act as...
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Emotional Triggers and Financial Decision Making
Are temporary emotional reactions leading to permanent, negative consequences for your retirement portfolio? Financial mistakes are often rooted in emotional triggers like fear, greed, and scarcity rather than a lack of intelligence or market knowledge. By identifying personal "money scripts" and...
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Growth, Humility, and the Path to Leadership
How does leadership change when it’s viewed as a lifelong process instead of a destination? In this episode, Sophia Skoog interviews Trey C. Peterson on leadership lessons learned through building a business, developing people, and navigating seasons of growth. He shares how leadership is less...
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Questions You Shouldn't Ask Your Financial Advisor
How can identifying the "wrong" questions to ask a financial advisor actually lead to a more secure financial future? This episode breaks down common questions people ask financial advisors that often signal unrealistic expectations about markets, taxes, and retirement certainty. Trey and Yelisey...
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"Nerve-wracking" Questions to Ask Your Financial Advisor
What uncomfortable questions are you perhaps not asking your financial advisor, but which are also some of the most critical questions that you should be asking them? This episode tackles the awkward financial questions most people avoid asking and explains why those conversations are essential…
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Leadership, Financial Peace, and Thinking Like God with Keith Craft
How might living by margin change your financial decision-making? In this episode, Trey, Yelisey, and guest Keith Craft explore the connection between financial discipline, leadership, and legacy. The discussion will challenge you to replace budgeting with margin-based living and to think...
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Confessions of a Financial Advisor
What really happens behind the scenes when financial advisors try to help clients stay on track? In this episode, Trey and Yelisey open up about the real challenges financial advisors face behind closed doors—from overspending clients to emotional investing and hidden purchases. Through honest...
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I've Got Cash Flow, Now What?
Once extra cash flow is achieved, what is the best next step to maximize financial growth? In this episode, Trey and Yelisey tackle a question many people face once they’ve moved beyond living paycheck to paycheck: what comes next? From self-investment and business growth to real estate and…
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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...
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The 10 Rules of Money That Will Make You More Wealthy
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...
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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...
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The Real Impact of Inflation on Your Retirement
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...
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Bonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative Care
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...
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Your Retirement, Your Way!
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…
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Avoid These Retirement Mistakes: Get the Help You Need & Avoid Common Landmines!
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,...
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Solving Common Problems for Pre-Retirees & Retirees
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...
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Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian
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...
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Bringing Your Retirement Vision to Life
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...
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Medicare Prescription Drug Cap 2025 | Interview with Leigh Purvis
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...
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The State of Retirement in the Year 2024
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...
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Catching Up: How to Make Up for Lost Time in Retirement Planning
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...
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Preparing for Retirement in Very Uncertain Times
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…
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Five New Steps to Recession-Proof Your Finances – Avoid Investing with Emotion
Market volatility combined with an upcoming Presidential Election have made for some interesting predictions regarding the future of the US Economy. In episode 22 of All Things Financial, Trey and Yelisey explain why they feel the US could be heading for a recession and present five new steps to...
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Knowledge is Power in Retirement!
On episode 21 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Trey Peterson discuss a variety of topics stemming from downsizing in retirement, the IRS 10-Year Rule, and how the upcoming 2024 election could affect the future of social security. Nobody cares more about…
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How to Take Advantage of Trump’s Tax Cuts!
On episode 20 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Trey Peterson break down the Tax Cuts and Jobs Acts expiring in 2025 and how that may play a role in your future retirement. Plus, the guys answer listener questions, including a question about Roth and...
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7 Things We’ve Learned in 7 Years of Business
On episode 19 of All Things Financial, Yelisey and Trey take a trip down memory lane and reflect on their growth as entrepreneurs and what they are most looking forward to in the coming years in growing their business. Nobody cares more about your money than you do. But Yelisey and Trey like to...
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Bridging the Retirement Income Gap
On episode 18 of All Things Financial, Yelisey and Ryan dive into one of the most pressing issues facing retirees today: the retirement income gap. As lifespans increase and traditional pension plans become less common, many find themselves unprepared for the financial demands of their golden...
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Maximizing Your Social Security Benefits - Strategies for a Secure Future
Whether you're approaching retirement or just planning ahead, understanding how to optimize your benefits can make a significant difference in your financial security. On episode 16 of All Things Financial, Yelisey and Trey stress the importance of maximizing your Social Security benefits. The…
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Navigating the Complexities of Long-Term Care - What You Need to Know
On episode 15 of All Things Financial, Yelisey and Ryan delve into the essential topic of long-term care, a critical aspect of healthcare that impacts millions of individuals and their families. Whether you're planning for your future or caring for a loved one, understanding the complexities of...
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MythBusters! Debunking Misconceptions About Money in Retirement
On episode 14 of All Things Financial, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to break down the six key moves you should make when your retirement nest egg reached $250,000. Plus, the guys dispel some misconceptions about five important retirement topics. Nobody cares…
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Avoid Overspending --- 5 Tips to Save More Money!
On episode 13 of All Things Financial, Trey and Yelisey want to get you prepared for summer savings with the five tips to avoid overspending your money in the summer of 2024. Plus, the guys discuss investments to AVOID if you’re nearing retirement. Nobody cares more about your money than you do....
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Schedule Your Retirement Check-Up --- Making Up Lost Time
On episode 12 of All Things Financial, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to present bad financial habits to immediately break. Plus, the guys give pointers on understanding the importance of financial literacy. Nobody cares more about your money than you do. But...
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Don’t Worry, Retire Happy! --- Building a Stable Foundation for Retirement with Pension-Like Income
On episode 10 of All Things Financial, Trey and Yelisey want to help you build a stable foundation for retirement. The guys discuss pensions, why you should get an X-Ray on your retirement plan and break down the 10 little-known facts about retirement in America today. Nobody cares more about…
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Updated Online Budgeting Trends - Interview with Robin Growley
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 retirement strategies. This includes tax strategy, investments, estate planning, life and...
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The Ultimate Tax Guide for Pre-Retirees & Seniors
On episode nine of All Things Financial, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to discuss pre-retirees approaching retirement and dive deep into the intricacies of tax planning tailored specifically for pre-retirees and seniors. In this episode, Trey and Ryan uncover...
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Financial Spring Cleaning! --- 7 Money Moves to Make to Ensure a Solid Financial Future
On episode 8 of All Things Financial, Trey and Yelisey discuss the seven money moves to make right now to feel better about your financial future. Plus, the guys break down the pros and the cons of keeping your money in different financial institutions. Nobody cares more about your money than you...
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Retire Smarter --- Avoid Critical Retirement Mistakes
Whether you're just starting to save or nearing retirement, proper planning is essential for financial security in your golden years. In episode seven of All Things Financial, Trey is joined by Retirement Planning Specialist Ryan Moffitt dive deep into the crucial mistakes that could derail your...
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Retire Prepared --- 10 Steps to Get You Ready for Retirement
Are you preparing properly for retirement? Have you gone through the proper steps to ensure a smooth financial outlook during your golden years? On episode 6 of All Things Financial, Trey and Yelisey disperse the 10 Steps a person must make to get ready for retirement. Nobody cares more about…
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Making Sense of Medicare
Medicare can be incredibly confusing, but the good news is that there are people available to help. State Health Insurance Assistance Programs (SHIPs) provide unbiased, free help for those who want to better understand their options. Retirement.Radio’s Matt McClure speaks with Rebecca Kinney of…
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Four Simple Tips to Boost Your Savings for Retirement
On episode 4 of All Things Financial, Trey and Yelisey give you four tips to boost your savings for retirement. Plus, the guys give you solutions on when you must take pensions! Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves as a close second! The...
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Unlocking Your Savings: Smart Moves for When Your CD Matures
Is your Certificate of Deposit (CD) nearing its maturity date? Wondering how to make the most out of your hard-earned savings? In episode three of All Things Financial, Yelisey and Trey dive deep into strategic financial planning to help you maximize the returns on your matured CD. The guys…
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Building a Plan to Achieve Your Retirement Goals
Did you know that 52 percent of American’s are unprepared for retirement? In episode two of All Things Financial, Trey and Yelisey explain how utilizing the “three-legged retirement stool” can prepare you properly for retirement and get you on the path to a financial future that is worry-free in...
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ABOUT THIS SHOW
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
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All Things Financial
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How many episodes does All Things Financial have?
All Things Financial currently has 74 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is All Things Financial about?
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...
How often does All Things Financial release new episodes?
All Things Financial has 74 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to All Things Financial on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts All Things Financial?
All Things Financial is created and hosted by All Things Financial.
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