All Episodes

Ep 33 - Maximize Your Business Valuation Before You Exit with Stephen Hilborn & Timothy Hosie

Ep 32 - Investing During Uncertainty: War, Elections & Your Money

Ep 31 - Chad Derowitsch: Build Muscle, Live Longer in Retirement

Ep 30 - How AI Is Reshaping Wealth Management and Your Future

Ep 29 - Home Care Services and How to Fund Them with Brad Haag

Ep 28 - Beyond Investing: What a Personal CFO Really Does

Ep 27 - Slash Property Taxes: Eric Owens' Proven Appeal Methods

Ep 26 - Gift Tax Exclusion: Smart Strategies For Tax-Free Giving

Ep 25 - Innovative Tax Planning Strategies For 2026 With Christine Nosbush ​​

Ep 24 - Retirement Account Consolidation: Protecting Aging Parents

Ep 23 - Business Succession Planning: When To Start With Jeff Coppaken

Ep 22 - Bull Market Turns Three: What Investors Need To Know Now

Ep 21 - Metcalf Partners Women's Financial Planning Event: Tara Renze On Being Who You Came To Be

Ep 20 - Big 2025 Tax Reform Changes: What the OBBBA Means for Your Money

Ep 19 - Revolutionize Estate Planning: AI-Powered Tools & Expert Advice with Eva Deniz

Ep 18 - Benefits of Naming a Corporate Trustee with Randy Kimmel

Ep 17 - Decoding Social Security for Retirement Planning

Ep 16 - Navigating Interest Rates and Home Loan Strategies With Jared Bahr

Ep 15 - Executive Edge: Understanding Elite Employee Benefits

Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise

Ep 13 - The Business of Planning: Financial Strategies for Business Owners

Ep 12 - Casey McCarthy on Building a Bulletproof Retirement Plan for Small Businesses

Ep 11 - Riding the Waves: Understanding Market Volatility and Recovery

Ep 10 - Navigating Rising Insurance Rates with Allen Smith of Blue Valley Insurance

Ep 9 - The Power of a Legacy Letter: How Meaningful Words Shape Generations with Blake Brewer

Ep 8 - Long-Term Wealth Building: How to Stay Resilient in Uncertain Times

Ep 7 - Mastering Early Retirement: Social Security, Health Insurance, and More

Ep 6 - Making Sense of Health Insurance When Retiring: Expert Insights with Matt Sturgeon and Phil Walters

Ep 5 - Maximizing Your Wealth: What to Do When You Inherit Money

Ep 4 - Erik Rome on Estate Planning: Navigating Probate and Choosing the Right Trustee

Ep 3 Early Financial Planning: Why January Is the Key to a Successful Year

Ep 2 Annie Burndrett Maximizing Your Philanthropy: Charitable Giving Through the Greater Kansas City Community Foundation

Ep 1 Navigating Wealth and Planning with Metcalf Money Moment

Metcalf Money Moment- The Podcast Trailer