All Things Financial

How might defining wealth differently change the way you live and how you retire? In this episode, Trey Peterson and Yelisey Kuts kick off Season Two with a candid conversation about redefining wealth, building stability, and balancing career choices with personal passions. They share personal stories, financial lessons, and insights from working with clients across all stages of life. The discuss...

With 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 learne...

Inflation 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 wi...

Guest: 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...

An 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 fr...

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 Yelis...

Are 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...

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,...

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 d...

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, wor...

Are 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 a...

Fraud, 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 t...

Retirement 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 Y...

Bonus 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...

In 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 conce...

As 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 a...

On 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 extensiv...

Have 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 th...

Market 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 mor...

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 prov...

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 thems...

On 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 k...

On 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 in...

On 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...

Whether 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 you...