Shows
Metcalf Money Moment the PodcastEp 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO ExpertiseDiscover 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 or scaling a larger company, this episode delivers practical advice to elevate your success.IN THIS EPISODE: (04:15) The distinction between a fractional CFO and an accountant is clarified(08:30) Fractional CFO services help b...2025-07-1623 min
Metcalf Money Moment the PodcastEp 13 - The Business of Planning: Financial Strategies for Business OwnersAre 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 key types of clients they serve at Metcalf Partners. While they support emerging affluent individuals and those nearing retirement, today’s conversation focuses on t...2025-06-2530 min
Metcalf Money Moment the PodcastEp 12 - Casey McCarthy on Building a Bulletproof Retirement Plan for Small BusinessesAre 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 between IRA options, SEP, SIMPLE, and 401(k) plans, how cash balance plans work, and how to take full advantage of tax benefits and new IRS incentives that could make retirement plans more...2025-06-1124 min
Metcalf Money Moment the PodcastEp 11 - Riding the Waves: Understanding Market Volatility and RecoveryAre 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 J.P. Morgan Guide to the Markets, and the colorful Quilt Chart that illustrates why no single asset class wins annually. Whether you're worried about downturns or looking to turn volatility into opportunity, this...2025-05-2819 min
Metcalf Money Moment the PodcastEp 10 - Navigating Rising Insurance Rates with Allen Smith of Blue Valley InsuranceAre 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 need to know. You’ll learn how insurance rates are determined, the difference between independent and captive agents, and practical steps you can take to help lower yo...2025-05-1429 min
Metcalf Money Moment the PodcastEp 9 - The Power of a Legacy Letter: How Meaningful Words Shape Generations with Blake BrewerHave 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 others leave behind a legacy of love and wisdom. From the essential components of crafting a letter to the profound influence it ca...2025-04-3027 min
Metcalf Money Moment the PodcastEp 8 - Long-Term Wealth Building: How to Stay Resilient in Uncertain TimesAre 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 rebalancing, this conversation will equip you with the tools to stay level-headed and make smarter financial decisions. Tune in to learn how to harness the power of long-term thinking and make the psychology of i...2025-04-1621 min
Metcalf Money Moment the PodcastEp 7 - Mastering Early Retirement: Social Security, Health Insurance, and MoreHow 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 take Social Security, navigating the often overlooked topic of health insurance in retirement, and concludes with the bottom lines for anyone planning for the future. Whether you're thinking...2025-04-0227 min
Metcalf Money Moment the PodcastEp 6 - Making Sense of Health Insurance When Retiring: Expert Insights with Matt Sturgeon and Phil WaltersNavigating 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 determining insurance needs based on income and retirement age, what counts toward modified adjusted gross income, and how to ensure a smooth transition into retirement—especially for those under 65. The conversation also di...2025-03-1919 min
Metcalf Money Moment the PodcastEp 5 - Maximizing Your Wealth: What to Do When You Inherit MoneyNavigating 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 annuities, life insurance, and estate taxes, the hosts share valuable insights to help you make informed decisions. Whether planning your estate or preparing to inherit assets, this conversation will help you avoid costly pitfalls and save time and mone...2025-03-0527 min
Metcalf Money Moment the PodcastEp 4 - Erik Rome on Estate Planning: Navigating Probate and Choosing the Right TrusteeWelcome 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 correct individuals in your planning—whether a family member or a corporate trustee—and why reviewing your estate plan regularly is crucial. Tune in as Erik shares practical advice on e...2025-02-1926 min
Metcalf Money Moment the PodcastEp 3 Early Financial Planning: Why January Is the Key to a Successful YearHosts 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 importance of harvesting tax gains or losses, and key insights into managing stock options and restricted stock units. Whether you’re planning for retirement, considering a Roth conversion, or optimizing your tax strategies, this episode is packed with ac...2025-01-2924 min
Metcalf Money Moment the PodcastEp 2 Annie Burndrett Maximizing Your Philanthropy: Charitable Giving Through the Greater Kansas City Community FoundationWelcome 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 charitable giving can be planned around taxable events like business sales or IRA distributions and how strategies like “bunching” donations can help donors take full advantage of tax deductions. They also discuss the power of multi-generational giving...2025-01-2916 min
Metcalf Money Moment the PodcastEp 1 Navigating Wealth and Planning with Metcalf Money MomentWelcome 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 you with the knowledge to make informed decisions so you can confidently navigate your financial future. Stay tuned for upcoming episodes, including our next one, where we’ll dive into the important topic of...2025-01-2914 min
Metcalf Money Moment the PodcastMetcalf Money Moment- The Podcast TrailerUnlock 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 a...2025-01-2203 min
Counsel Culture with Eric BrookerLiving in Community with Dr. Josh WymoreToday’s show was recorded in front of a live studio audience at The Purpose Summit. My guest today is Dr. Josh Wymore! This is Josh’s second time on the show and it was great having him back! Dr. Josh Wymore has a passion for helping people live and lead with purpose and clarity. As an executive coach, consultant, and trainer with WYMORE, Josh has helped nonprofit and Fortune 500 leaders all around the world become more of who they were made to be. His book, Humbler Leadership, explores the ten mindsets and skill sets leaders can prac...2023-06-2233 min
Counsel Culture with Eric BrookerHumbler Leadership with Dr. Josh WymoreThis conversation is one you are not going to want to miss. Dr. Josh Wymore has a passion for helping people live and lead with purpose and clarity. As an executive coach, consultant, and trainer with WYMORE, Josh has helped nonprofit and Fortune 500 leaders all around the world become more of who they were made to be. His book, Humbler Leadership, explores the ten mindsets and skill sets leaders can practice to become humbler. He loves helping people leverage their strengths, develop a growth mindset, and become humbler leaders. Josh grew up on a Christian c...2023-02-0330 min
The Beer Temple PodcastEpisode #35 - New Tech, Old ChrisEpisode 35 of The Insiders Roundtable!
Recorded Live at the Co-Prosperity Sphere in Chicago.
Guests: Phil Wymore @pwymore of Perennial Artisan Ales @PerennialBeer
Eric Hobbs @EHobbz of Penrose Brewing @PenroseBrewing
Doug Veliky @BeerAficionado
Mike Schallaue of Pipeworks Brewing Co. @PipeworksBrewin
Randy Mosher
Jason Notte @Notteham
Beer Picks:
Eric - Marz Jungle Boogie Doug - JackieO's Woodburner and Hoof Hearted Everybody Wants Some Mike - Pipeworks Glaucus Randy - Forbidden Root and New Glaurus Fat Squirrel Intro and Outro music: Gorilla Meat by Jogger. UYD4...2016-02-291h 47