All Things Financial

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...

On 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-ter...

On 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...

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...

On 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 kno...

On 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 kno...

On 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 provid...

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 need...

On 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...

  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 ne...

On 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 l...

Whether 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 retireme...

Are 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 provi...

On 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 an...

Medicare 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 M...

On 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...

Is 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 alternat...

Did 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 o...

Welcome 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 bot...