Trey Peterson And Yelisey Kuts

Shows

All Things FinancialBONUS Episode: Hospital patients are even safer today than they were in 2019 — with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital AssociationWith Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo with the AHA about the study, what led to the results, and how lessons learned from the pandemic are helping improve patient outcomes. Schedule Your Meeting: Trey Peterson --- trey@gwealth.com Yelisey Kuts --- yelisey@gwealth.com Phone Num...2024-12-1707 min

All Things FinancialThe Real Impact of Inflation on Your RetirementInflation 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 your purchasing power, make the most of your retirement benefits, and ensure your savings keep pace with rising costs. Whether you're already retired or planning, this episode is packed with insights to help you navigate the challenges of inflation. Nobody cares more about your money than you do. But Yeli...2024-11-2242 min

All Things FinancialBonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative CareGuest: 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 navigating complex condition management. Serious illness can also affect patients financially because it's common for people with these conditions to end up in the hospital or emergency room on multiple occasions. The goal of palliative care is to improve patient well-being and provide comprehensive, wrap-around support throughout their treatment journey. And when loved ones choose palliative c...2024-11-1906 min

All Things FinancialBonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of AmericaAn estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. While veterans play a vital role in our communities and society, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help. -- Nobody cares more about your money than you do. But Yelisey and Trey like to think of ourselves as a close second! The guy...2024-11-1106 min

All Things FinancialYour 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 for a safe retirement, not a risky retirement. 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 re...2024-11-0944 min

All Things FinancialSet Yourself Up for Retirement SuccessAre you ready to take control of your retirement future. In episode 29 of All Things Financial, Yelisey and Ryan disperse actionable strategies and essential tips to set yourself up for a successful and secure retirement. Plus, the guys break down the top financial regrets of older Americans and discuss strategies to avoid these mistakes as you’re nearing or in retirement! 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 re...2024-11-0150 min

All Things FinancialSocial Security Announces Lowest Cost of Living Adjustment in Four Years GUEST: Jenn Jones, VP of Government Affairs, AARP TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation. COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief. Schedule Your Meeting:trey@gwealth.com | yelisey@gwealth.com | (612) 286-0580 Subscribe to the YouTube Page:https://www.youtub...2024-10-1606 min

All Things FinancialAvoid 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, mismanaging investments, or misunderstanding your benefits, the guys cover it all! Don’t let avoidable errors derail your financial future! 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 exte...2024-10-1150 min

All Things FinancialThe Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging In her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years...2024-10-0906 min

All Things FinancialSolving Common Problems for Pre-Retirees & RetireesAre 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 about annuities, including a detailed explanation of annuities with a death benefit! 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...2024-10-0432 min

All Things FinancialProtecting Yourself from Scams & Data Breaches with Michael Bruemmer, ExperianFraud, 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 (FTC). Experian’s 2024 U.S. Identity and Fraud report reveals how consumers feel about cyber threats and their online footprint. Identity theft (84%) and stolen credit card information (80%) are consumers top online security concerns. People want more types of identity recognition techniques used to verify their identities. 70% of businesses said that AI fr...2024-10-0106 min

All Things FinancialBringing Your Retirement Vision to LifeRetirement 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 things you shouldn’t cheap out on in retirement. 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...2024-09-2036 min

All Things FinancialMedicare Prescription Drug Cap 2025 | Interview with Leigh PurvisBonus 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 analyzes the number of enrollees that will benefit from the cap by state, age, gender, and race between 2025 and 2029. The findings indicate that Medicare drug plan enrollees who reach the new out-of-pocket cap will see average savings of roughly $1,100, or 56%, in 2025 for their prescription drugs. Have questions about retirement planning or...2024-09-1804 min

All Things FinancialThe State of Retirement in the Year 2024In 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 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 long-term-care insurance, Social Security, and Medicare. Yelisey and Trey are a one-stop shop for all your retirement needs! Visi...2024-09-0637 min

All Things FinancialAvoid Top Fears of Retirees – Make Sure Your Money LastsAs you near your retirement, proper planning is essential to ensure financial stability in retirement. In episode 25 of All Things Financial, Yelisey and Trey break down three important steps to solidify that your money lasts in retirement. Plus, the guys discuss how election years impacted inflation. 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 long-term-care insurance, Social Security...2024-08-3040 min

All Things FinancialCatching Up: How to Make Up for Lost Time in Retirement PlanningOn 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 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 long-term-care insurance, Social Security, and Medicare...2024-08-2748 min

All Things FinancialPreparing for Retirement in Very Uncertain TimesHave 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 in the future! Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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 long-term-care insurance, S...2024-08-2347 min

All Things FinancialFive New Steps to Recession-Proof Your Finances – Avoid Investing with EmotionMarket 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 recession-proof your finances to better prepare yourself for future market volatility. Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves as a close second! The guys provide an extensive level of knowledge and service in key areas concerning retirement strategies...2024-08-1644 min

All Things FinancialKnowledge 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 your money than you do. But Yelisey and Trey like to think of themselves 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 long-term-care insurance, Social Security, and Medicare. They are a one-stop...2024-08-0258 min

All Things FinancialHow 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 Traditional IRAs. Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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 long-term-care...2024-07-2645 min

All Things Financial7 Things We’ve Learned in 7 Years of BusinessOn 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 think of themselves 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 long-term-care insurance, Social Security, and Medicare. They are a one-stop shop for...2024-07-121h 07

All Things FinancialBridging the Retirement Income GapOn 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 years. The guys explore the causes and consequences of this income gap, from rising healthcare costs to inadequate savings and the decline of social safety nets. Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves as a close second! The guys provide an...2024-07-0337 min

All Things FinancialNavigating Annuities: Your Guide to a Secure Financial FutureOn episode 17 of All Things Financial, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to discuss world of annuities. Whether you're planning for retirement, looking to diversify your investment portfolio, or seeking a reliable income stream, understanding annuities is crucial for making informed financial decisions. 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 long-term-care insurance, Social Security...2024-06-2851 min

All Things FinancialMaximizing Your Social Security Benefits - Strategies for a Secure FutureWhether 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 guys also debate the future U.S. tax codes relating to the current U.S. debt. 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...2024-06-1441 min

All Things FinancialNavigating the Complexities of Long-Term Care - What You Need to KnowOn 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 long-term care is crucial. The guys want to better your understanding of the different types of long-term care services, the importance of planning ahead, and how to navigate the process of choosing the right long-term care for your loved one. Nobody cares more about your money than you do. But Yelisey...2024-06-0750 min

All Things FinancialMythBusters! Debunking Misconceptions About Money in RetirementOn 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 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 long-term-care insurance, Social Security, and Medicare. They are...2024-05-3145 min

All Things FinancialAvoid 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. 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 long-term-care insurance, Social Security, and Medicare. We are a...2024-05-2452 min

All Things FinancialSchedule Your Retirement Check-Up --- Making Up Lost TimeOn 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 Yelisey and Trey like to think of themselves 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 long-term-care insurance, Social Security, and Medicare. They are a one-stop shop for all your retirement...2024-05-1748 min

All Things FinancialBad Financial Habits to Break Now --- The Importance of Financial LiteracyOn episode 11 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 Yelisey and Trey like to think of themselves 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 long-term-care insurance, Social Security, and Medicare. They are a one-stop shop for all your retirement...2024-05-1749 min

All Things FinancialDon’t Worry, Retire Happy! --- Building a Stable Foundation for Retirement with Pension-Like IncomeOn 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 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 long-term-care insurance, Social Security, and Medicare...2024-05-1047 min

All Things FinancialUpdated Online Budgeting Trends - Interview with Robin GrowleyNobody 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 long-term-care insurance, Social Security, and Medicare. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more! Have questions about retirement or other financial topics? Send Yelisey, Ryan, and Trey an email and the topic could be featured in future episodes! Don't forget to leave...2024-04-2305 min

All Things FinancialThe Ultimate Tax Guide for Pre-Retirees & SeniorsOn 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 common mistakes to avoid, key strategies to optimize your tax situation, and valuable resources to assist you in planning for your financial future. 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...2024-04-1345 min

All Things FinancialImportant Social Security Decisions for Married Couples to Make 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 long-term-care insurance, Social Security, and Medicare. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more! Have questions about retirement or other financial topics? Send Yelisey, Ryan, and Trey an email and the topic could be featured in future episodes! Don't forget t...2024-03-2701 min

All Things FinancialFinancial Spring Cleaning! --- 7 Money Moves to Make to Ensure a Solid Financial FutureOn 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 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 long-term-care insurance, Social Security, and Medicare. Trey...2024-03-2242 min

All Things FinancialRetire Smarter --- Avoid Critical Retirement MistakesWhether 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 retirement plans and how to avoid them. The guys discuss common pitfalls to avoid to make your retirement dreams a reality. Nobody cares more about your money than you do. But Yelisey and Trey like to think of themsevles as a close second! The guys provide an extensive level of knowledge...2024-03-1548 min

All Things FinancialRetire Prepared --- 10 Steps to Get You Ready for RetirementAre 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 your money than you do. But Yelisey and Trey like to think of themselves 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 long-term-care insurance, Social Security, and Medicare...2024-03-0846 min

All Things FinancialThe Financial Headwinds for American RetireesOn episode 5 of All Things Financial, Trey and Yelisey break down 7 financial headwinds retirees should be aware of heading into the rest of 2024. Plus, the guys break down the retirement red flags you should be looking for in 2024. Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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 long-term-care insurance, Social Security, and Medicare. They are a one-stop shop for...2024-03-0147 min

All Things FinancialMaking Sense of MedicareMedicare 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 the Administration for Community Living to find out what SHIPs are and how they work. Schedule Your Meeting: trey@gwealth.com | yelisey@gwealth.com | ryan@gwealth.com (612) 286-0580 Subscribe to the YouTube Page: https://www.youtube.com/Allthingsfinancial About Guar...2024-02-2805 min

All Things FinancialFour Simple Tips to Boost Your Savings for RetirementOn 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 guys provide an extensive level of knowledge and service in key areas concerning retirement strategies. This includes tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com...2024-02-2338 min

All Things FinancialUnlocking Your Savings: Smart Moves for When Your CD MaturesIs 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 discuss whether reinvesting in a new CD, transitioning to high-yield savings accounts, or exploring alternative investments like stocks and bonds makes the most sense for you. Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves as a close second...2024-02-2332 min

All Things FinancialBuilding a Plan to Achieve Your Retirement GoalsDid 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 your golden years! Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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 a...2024-02-1639 min

All Things FinancialTaxes in Retirement: What You Need to KnowWelcome to the first episode of All Things Financial Podcast! Trey Peterson and Yelisey Kuts are Retirement Planning Specialists seeking to help you plan a SAFE and SECURE retirement. In episode one, Trey and Yelisey explain how inflation is affecting retirees In the present and future. Plus, the guys explain taxation and taxes in retirement, and give some details of a blueprint for success in both pre and post-retirement! Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves as a close second! The guys provide an extensive level...2024-02-0943 min