Wit, Wisdom, & What Matters Most

A major career opportunity can look right on paper and still create difficult questions about family, identity, risk, and what comes next. How do you make a thoughtful decision when the stakes feel personal? In this episode, Danton Troyer and Kyle Luetters speak with Rob Stachlewitz, CEO of Resolian, about making major career decisions under pressure. Rob shares how family, longtime mentors, finan...

You can plan carefully for your career, family, finances, and future, but what happens if your health changes without warning? Preparing for uncertainty can mean creating room to adapt rather than trying to predict every outcome. In this episode, Danton Troyer and Kyle Luetters speak with Karen Englert, M.Ed, CFRE, Director of Government Relations at Boys & Girls Clubs of America, about how an...

Is a promotion or higher-paying job worth the added stress and time away from your family? Before deciding, you and your spouse need a clear picture of what you’re working toward together. In this episode, Danton Troyer and Kyle Luetters continue their conversation about marriage and money by exploring how couples can make career and financial decisions together. Through personal examples involvin...

How should married couples manage money when one spouse earns significantly more than the other? Should everything be shared, kept separate, or organized around the goals they’ve agreed to pursue together? In this episode, Danton Troyer and Kyle Luetters explore how income differences can affect marriage, particularly for corporate executives and business leaders whose careers may create a substan...

High-stakes decisions can feel surprisingly isolating, especially when the consequences affect a company, a career, or hundreds of other people. How can leaders think clearly when pressure, confidence, and uncertainty collide? In this episode, Danton Troyer and Kyle Luetters talk with Mike Warner, former general counsel at ALX Oncology, about decision-making under pressure. Together, they examine...

Could your company keep moving forward without you? If too many decisions, relationships, and responsibilities depend on one leader, business continuity, company value, and succession plans may all be at risk. In this episode, Danton Troyer and Kyle Luetters speak with Tony Martignetti, Founder and Chief Illumination Officer of Inspired Purpose Partners, about reducing founder dependency and prepa...

What happens when the career that shaped your identity, routine, and sense of purpose comes to an end? For executives preparing to retire, sell a business, or step away from leadership, financial planning is only one part of the transition. Finding purpose in what’s next can be just as important. In this episode, Danton Troyer and Kyle Luetters explore what life after a leadership role can l...

What happens when the title you’ve worked decades to earn no longer applies to you? For many executives and professionals, career transitions, retirement, AI-driven workplace changes, and unexpected life events force a deeper question: Who are you without the title? In this episode, Danton Troyer and Kyle Luetters explore the connection between wealth, identity, and career fulfillment. Throu...

Most financial advice is designed to be simple. The challenge is that real life rarely is simple. In this episode of Wit, Wisdom, and What Matters Most , Danton Troyer and Kyle Luetters explore why many common financial rules can fall short, especially for affluent families navigating retirement, wealth transitions, and complex financial decisions. Through practical examples and personal stories,...

Career success can look great from the outside while quietly costing you more than you realize. In this episode, Sara Bell shares what happened when years of high performance, constant responsibility, and perfectionism finally caught up with her, and how she rebuilt a life and career that felt more aligned with who she truly wanted to be. Danton Troyer and Kyle Luetters sit down with Leadership an...

Success can feel like the finish line, but it’s often where the real risk begins. When everything is going right, it’s easy to lose focus on what actually matters most. In this episode, Danton Troyer and Kyle Luetters explore what happens when life and career are going well, and why that’s exactly when intentional planning matters most. Using real-life client experiences and relatable analogies, t...

What if the biggest financial mistake high earners make isn’t what they invest in, but when they start paying attention? What if the habits you build early quietly shape everything about your future freedom? In this episode, Danton Troyer and Kyle Luetters sit down with Ciaran Brady, Vice President of Manufacturing, Science, and Technology at Vertex Pharmaceuticals, a biotechnology leader with dec...

Family conversations about money are rarely just about money. They’re about expectations, relationships, and decisions that can shape generations. In this episode, Danton Troyer and Kyle Luetters share real stories from guiding families navigating complex financial and emotional dynamics. They explore what separates families who move through these situations with clarity from those who struggle, a...

What happens to your mindset about money after you’ve achieved career success? In this conversation, retired global biotech executive Tony Bower, PhD, shares how ambition, family, and financial clarity reshape the way we think about spending and purpose in retirement. This episode explores the psychology of spending after success. Tony reflects on growing up in a family shaped by Depression-era fr...

What does it really mean for a financial advisor to act as a “Family CFO?” In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explain how financial planning goes far beyond investments and into the real decisions that shape a person’s life. Danton and Kyle discuss their “Family CFO” approach to financial planning and how it helps clients navigate complex financi...

The most powerful lessons in wealth and leadership rarely come from spreadsheets or market charts. They come from real experiences, difficult decisions, and the stories people carry with them along the way. In this episode, Danton Troyer and Kyle Luetters share the story behind Wit, Wisdom, and What Matters Most and the reason they chose to create a podcast focused on the human side of financial p...

Welcome to Wit, Wisdom, and What Matters Most with Danton Troyer and Kyle Luetters from Moneta. In this podcast, we help corporate executives and business leaders navigate uncertainty around various life stages, including complex benefits, career transitions, and planning for what comes next. Join us for this journey as we explore the moments that shape careers, leadership, retirement, and legacy....

Wit, Wisdom, and What Matters Most Beyond on peanut butter method of philanthropy Podcast Episode 17 with guest Dub Dubin Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer, Danton talking a lot about very honorable, amazing, exciting gifting...

Episode 16 with guest Sarah Renieri Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information discussed in this podcast is for informational and educational purposes only and any endorsements were those of the hos...

Wit, Wisdom, and What Matters Most Episode 15 Year-end tips & pitfalls Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information discussed in this podcast is for informational and educational purposes only. Y...

Wit, Wisdom, and What Matters Most Podcast Episode 14 Giving Thanks Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information discussed in this podcast is for informational and educational purposes only. You shoul...

Wit, Wisdom, and What Matters Most Episode 13 Debunking social media myths Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information discussed in this podcast is for informational and educational purposes only. You shou...

Wit, Wisdom, & What Matters Most podcast Episode 12 featuring Peter Biondo Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer. And Danton, a bit of a blast from the past for me on today’s episode; someone that I used to get to work...

Wit, Wisdom, and What Matters Most Podcast episode 10 Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer. Danton, coming off of a holiday weekend where the fireworks weren’t the hottest thing maybe that was going on throughout the weekend....

Wit, Wisdom, & What Matters Most podcast Episode 11 featuring Scott Stork Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters; I am joined by Danton Troyer. And, Danton, on this episode, someone that we’ve gotten to know here as of late, we’ve been able to work tog...