Wit, Wisdom, & What Matters Most

Wit, Wisdom, & What Matters Most podcast Episode 9 featuring Tim Hobart Kyle: The views expressed in this podcast are solely those of the hosts/guests and do not necessarily reflect the official policy or position of Moneta. Kyle: Welcome to another episode of Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast Freeman Troyer Racen team. My name is Kyle Luetters, joined by...

Dr. Ellis is a current client and was not provided with any compensation for her participation in this podcast. Kyle: Welcome to Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, advisor on the team, and I am joined on this podcast by Danton Troyer, a partner on the team. Danton, a very energetic conversation toda...

Wit, Wisdom, & What Matters Most podcast Episode 5 featuring Steve Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most podcast with Moneta’s Gast, Freeman Troyer Racen team. My name is Kyle Luetters, joined alongside Danton Troyer. And Danton, very special guest on today’s show as we continue to talk about retirement and the conversations around this particu...

featuring Bruce Williams Kyle: Welcome to Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined alongside Danton Troyer. Very excited for this episode because it’s someone, Danton, that, you’ll hear me mention in the actual interview, but I’m kind of a fanboy of. His name is Bruce Williams, owns a very u...

Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most, a podcast about the nuances of life. I’m Kyle Luetters, joined by Danton Troyer, and we’re both on the Gast Freeman Troyer Racen Team at Moneta, a registered investment advisory firm. Danton, typically, we will have a guest on the show and we’re talking to someone about their experiences in life, their storie...

Wit, Wisdom, & What Matters Most podcast Episode 3 featuring Sean Zalmanoff An entrepreneur asks, “Where do you see yourself…” Kyle: And welcome to another episode of Wit, Wisdom, and What Matters Most. It’s a podcast by Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined by Danton Troyer. And Danton, on this episode of the podcast, the way we met...

Wit, Wisdom, & What Matters Most podcast Episode 8 featuring Travis Freeman Kyle: This episode includes a book recommendation, which is intended to be helpful or interesting to the listener/reader of this podcast. The book is not intended to be a source of financial or legal advice, please consult a qualified professional before making any financial or legal decision. This is not an endorseme...

In this episode, a woman who retired several years ago reveals the two words that were the sign it was time to retire, and her path for transitioning out of full-time employment. She also discusses the ways her career skills have led her shift into an active, adventurous retirement. Episode 2 Kyle: Welcome to episode number two of Wit, Wisdom, and What Matters Most, a podcast with Moneta’s G...

In this episode, a recent retiree discusses how he knew it was time to retire and the shift in self-identity that transition causes. We also discuss what gets him out of bed in the morning and how he stays active, socially engaged, and mentally stimulated in retirement. Balancing his retirement while his wife is still working creates a somewhat unique situation for them as a couple. Kyle: Welcome...