『Metcalf Money Moment the Podcast』のカバーアート

Metcalf Money Moment the Podcast

Metcalf Money Moment the Podcast

著者： Jeb Graham Ethan Hutcheson & Eric Wymore
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Looking for trusted financial planning, retirement planning, wealth management, investing, tax planning, and estate planning advice you can actually use? Welcome to Metcalf Money Moment – The Podcast, where individuals, families, business owners, professionals, and retirees gain practical financial planning strategies to build wealth, prepare for retirement, reduce taxes, protect assets, and make confident financial decisions. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore of Metcalf Partners Wealth Management, each episode delivers expert financial planning insights, retirement planning strategies, wealth management guidance, and investment knowledge designed to help you navigate today's financial landscape with confidence. Drawing on decades of experience, the hosts simplify complex financial topics into practical conversations that help you avoid costly mistakes and make informed decisions for your future. Whether you're preparing for retirement, growing your investments, planning for a major life transition, selling a business, managing significant wealth, or creating a legacy for future generations, you'll gain actionable financial planning advice that can be applied to real-life situations. Each episode explores topics including: • Financial planning, wealth management, and personal finance strategies • Retirement planning, retirement income, and Social Security decisions • Investing, investment management, and building long-term wealth • Tax planning, estate planning, trusts, and legacy planning • Business succession, exit planning, and financial planning for business owners • Market trends, economic insights, and financial strategies for major life transitions If you're approaching retirement, you'll learn how to create reliable retirement income, optimize Social Security decisions, manage investment risk, reduce taxes, and develop a retirement plan that supports the lifestyle you've worked hard to achieve. If you're a business owner or entrepreneur, you'll discover strategies for business valuation, succession planning, exit planning, tax considerations, liquidity planning, and preparing your business for a successful sale or transition. If you're focused on building and preserving wealth, you'll gain practical guidance on investing, wealth management, estate planning, family wealth conversations, charitable giving, trust planning, and creating a lasting financial legacy. Financial professionals, CPAs, attorneys, and trusted advisors will also benefit from timely discussions on financial planning best practices, wealth management trends, retirement strategies, investment planning, tax-efficient wealth transfer, and opportunities to better serve their clients. At Metcalf Partners Wealth Management, we believe financial planning should be practical, understandable, and actionable. Our mission is to help people make smarter financial decisions through education, thoughtful planning, and personalized wealth management strategies that align with their goals, values, and long-term vision. Whether you're just beginning your financial journey, preparing for retirement, managing investments, growing your wealth, protecting your family, planning your estate, or building a legacy for future generations, Metcalf Money Moment – The Podcast delivers trusted financial planning, retirement planning, wealth management, investing, and personal finance insights to help you make every money moment count. About the Hosts Jeb Graham, CFP® is CEO and Managing Partner of Metcalf Partners Wealth Management and specializes in wealth management, retirement planning, and helping business owners navigate complex financial decisions. Ethan Hutcheson is a Partner and Financial Planner whose expertise includes financial planning, investment management, and tax-focused strategies designed to help clients prepare for the future. Eric Wymore, AIF® is a Partner and Wealth Manager focused on investment stewardship, fiduciary guidance, and helping families build and preserve long-term wealth. Metcalf Website: https://www.metcalfpartners.com/Copyright 2026 Jeb Graham, Ethan Hutcheson, & Eric Wymore 個人ファイナンス 経済学
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  • Ep 37 - Stop Leading Alone: Peer Groups That Transform Business with Dan Cooper

    Ep 37 - Stop Leading Alone: Peer Groups That Transform Business with Dan Cooper
    2026/07/08
    What if the most powerful tool for growing your business was simply being in the right room? Peer advisory groups are changing how business owners lead, grow, and connect. On Metcalf Money Moment, Jeb, Ethan, and Eric sit down with Dan Cooper, CEO of Acumen, to unpack the real value of executive coaching and mastermind groups for today's leaders. Dan shares how bringing diverse professionals together sparks a personal renaissance through what he calls the Medici Effect. From accountability partnerships to faith-infused leadership development, this conversation goes beyond profit and digs into the whole person. Whether you run a startup or scale a billion-dollar operation, there is a peer group built for your season.What you will learn in this Episode:✅ How peer advisory groups create powerful accountability that drives real change in your business and personal life, moving leaders from isolation to intentional community built on trust and shared experience.✅ Why executive coaching combined with mastermind group dynamics produces the Medici Effect, helping business owners collect best practices across industries to accelerate their own business growth.✅ How Acumen's faith-infused approach to leadership development encourages whole-person conversations covering family, health, and faith alongside profit and business performance.Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey!TIMESTAMPS: 00:00 Dan Cooper on why executive leadership feels isolating and the power of peer advisory groups02:25 Meet Dan Cooper, CEO of Acumen, and the mastermind group model03:52 What makes a great peer advisory group member: ownership, decision-making, and business stage05:23 How Acumen's faith-based leadership approach creates a safe space for whole-person conversations08:30 Real stories of business owners tackling family, toxic employees, and business challenges together14:26 Acumen's business growth expansion into Denver, St. Louis, and Phoenix and what cities shareKEY TAKEAWAYS: 💎 Leadership at the top is not lonely; it is isolating, and the antidote is a trusted peer advisory group where you receive as much as you give. Dan Cooper built Acumen on this truth.💎 The most valuable outcome of mastermind groups is not one great idea but ongoing accountability. When you commit to something in front of peers, real and lasting change follows in your business performance.💎 Faith-based business communities like Acumen create permission for deeper conversations. When one person is vulnerable about a hard challenge, it opens the door for everyone to bring their full selves to the table.ABOUT THE GUEST: Dan Cooper co-founded ej4, a video-based online training company, in 2003 and served as its CEO until its sale in 2012. During his time with ej4, he grew the company from a startup to a nationally-recognized firm, serving clients including Pepsi-Cola, Dr. Pepper Snapple, Honeywell, Monsanto, and Syngenta. Channel partners included SAP and Oracle. As of 2012, ej4 was serving 1,000+ customers, delivering millions of program views, was highly profitable, and debt-free. Today, he is the CEO of Acumen, a mastermind community platform for CEOs and Owners of strong, growing companies.https://www.linkedin.com/in/dancooper2/Podcast: https://acumenimpact.com/sharpen-podcastDISCLAIMER:This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor.RESOURCES MENTIONED: Metcalf Partners - WebsiteJeb Graham - LinkedInEthan Hutchison - LinkedInEric Wymore - LinkedIn
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    19 分
  • Ep 36 - What Wealthy Families Do Differently With Their Money

    Ep 36 - What Wealthy Families Do Differently With Their Money
    2026/06/24
    Many people think wealth building is about a lucky break. Jeb, Ethan and Eric of Metcalf Money Moment the Podcast prove otherwise. In this episode, they unpack the financial habits that quietly separate millionaires from everyone else: early investing, tax diversification, estate planning, and treating money as a tool for freedom rather than status. Whether you earn six figures or are just starting, these strategies are not exclusive to the ultra-rich. They are disciplines anyone can adopt, starting today. Tune in for a conversation that could change how you think about money for good.What you will learn in this Episode:Why wealth-building habits like paying yourself first and early investing matter more than any lucky windfall, and how starting in your 20s, even with limited cash flow, creates dramatically different outcomes over decades.How tax diversification strategies such as Roth conversions, after-tax savings accounts, and smart asset allocation help high earners avoid unnecessary tax burdens and build long-term financial freedom.Why truly wealthy families maintain organized systems, surround themselves with a professional team including CPAs and attorneys, and regularly review their estate planning to protect and grow generational wealth.Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey!TIMESTAMPS: 00:00 Introduction to wealth-building habits and common careers of millionaires04:21 The role of early investing, discipline, and long-term investing in building real financial freedom06:01Tax diversification, Roth conversions, and saving outside your 401 (k) for smarter retirement planning09:06 How wealthy families approach asset allocation, diversification, and avoiding get-rich-quick traps13:14 Using money as a tool: experiences, philanthropy, estate planning, and generational wealth conversations and book recommendations17:12 Final thoughts on building wealthKEY TAKEAWAYS: Wealth building is not about hitting a lucky investment. The wealthiest families Jeb, Ethan and Eric work with built their net worth through decades of consistent saving, long-term investing and disciplined financial planning, not windfalls or market timing.Tax diversification is one of the most overlooked tools in wealth management. Balancing pre-tax, post-tax, and Roth accounts helps protect families from excessive tax burdens in retirement, especially when required minimum distributions come into play.Wealthy families do not just accumulate money. They use it with purpose, funding experiences, practicing philanthropy, teaching their children about money, and building generational wealth through intentional giving and strong estate planning.DISCLAIMER:This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor.RESOURCES MENTIONED: Metcalf Partners - WebsiteJeb Graham - LinkedInEthan Hutchison - LinkedInEric Wymore - LinkedInThe Richest Man in Babylon - BookDie With Zero - BookThe Millionaire Next Door - Book
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    22 分
  • Ep 35 - Is Long-Term Care Insurance Worth It? Aaron Clark Has Answers

    Ep 35 - Is Long-Term Care Insurance Worth It? Aaron Clark Has Answers
    2026/06/10
    Most people spend decades building wealth, yet a single extended stay in a nursing home can erase it within months. On Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with long-term care insurance specialist Aaron Clark to discuss the real numbers behind nursing home costs, the power of a hybrid policy, and why retirement planning without an extended care strategy is incomplete. Aaron brings personal experience and industry data to show how protecting your financial plan now can mean the difference between leaving a legacy and leaving a burden.What you will learn in this Episode:Why your mid-50s is the optimal window to purchase long-term care insurance, how waiting until your 70s makes coverage nearly unattainable, and how rising premium payments can price out even motivated buyers who delay the decision.How a hybrid policy solves the biggest objection to long-term care insurance by converting unused benefits into a death benefit for your heirs, ensuring that 100% of your policy value pays out to someone at some point.Why you do not need to insure for the full nursing home cost, and how coordinating Social Security, pensions, and other assets to bridge the gap makes long-term care coverage far more affordable for those on a fixed income.Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey!TIMESTAMPS: 00:00 Long-term care insurance statistics show a 70% chance of needing extended care after turning 65 02:15 Nursing home costs average $9,000 monthly, and memory care can push costs even higher 05:40 The best age to buy long-term care insurance and why your 70s may be too late to qualify 08:25 How a hybrid policy eliminates use-it-or-lose-it fears through death benefit conversion for heirs 12:05 Finding policies that fit a client’s needs15:58 Overfunded life insurance as a tax-free income tool when Roth IRA limits restrict high earners KEY TAKEAWAYS: Families do not need to insure for the full nursing home cost. By accounting for existing income sources and assets, a well-designed long-term care insurance plan can cover the gap at a far more manageable premium level.A joint plan built on a hybrid policy chassis is the most cost-effective structure for couples, requiring only one death benefit while giving both spouses full access to extended care coverage throughout their lifetime.Estate planning for high-net-worth individuals depends heavily on life insurance as the most reliable tool for preventing estate tax from consuming the legacy a family has spent decades working to protect and preserve.ABOUT THE GUEST: A graduate of Kansas State University, Aaron Clark knew that when things didn’t work out to become a rapper or a point guard for the Chicago Bulls or the LA Lakers, the financial services industry was where he needed to be. Having been an agent for over 20 years, Aaron enjoys and appreciates the opportunity to work with other agents because he can relate to them. He has field sales experience, which gives him a competitive advantage and shows that OCI is more than a typical IMO. Aaron has been married to his high school sweetheart, Abie, for over two decades. They have 3 children: Jameson, Meredith, and Garret, and spend each day teaching them that being a KU fan is just not ok.https://www.linkedin.com/company/oci-insurancehttps://www.facebook.com/ociserviceshttps://www.ociservices.com/DISCLAIMER:This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.Aaron Clark, and OCI Insurance is not affiliated with or endorsed by LPL Financial and Metcalf Partners Wealth ManagementRESOURCES MENTIONED: Metcalf Partners - WebsiteJeb Graham - LinkedInEthan Hutchison - LinkedInEric Wymore - LinkedIn
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    22 分
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