Metcalf Money Moment- The Podcast Trailer
Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – The Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals.
Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management, retirement planning, estate strategies, and investment advisory services. Each host brings a unique perspective and expertise, ensuring well-rounded and insightful discussions that address the diverse needs of our audience.
Every episode explores key topics to empower your financial journey. Discover practical strategies for building generational wealth, planning for retirement, safeguarding your legacy with estate planning, and optimizing savings through tax strategies tailored to high-net-worth individuals. Gain insights on investment approaches for volatile markets, entrepreneurial advice for Kansas City business owners, and guidance on major life events like marriage, home buying, and inheritance planning. Each episode is designed to inspire action and enhance your financial confidence.
This podcast is also an essential resource for financial professionals, including CPAs, estate attorneys, and referral partners. Gain valuable insights into wealth management, trust building, business planning, and independent advisory services to better serve your clients and enhance your expertise. Our discussions provide the tools to deepen relationships and stay ahead in the financial industry.
At Metcalf Money Moment the Podcast, we believe in making financial education accessible and impactful. Join us to discover how thoughtful, proactive planning can transform your financial future. Subscribe today to ensure you never miss an episode, and start making every money moment count!
Meet the Hosts:
Jeb Graham:
Jeb is the CEO and Managing Partner at Metcalf Partners Wealth Management. Before founding Metcalf Partners, he was a Financial Advisor in Overland Park, KS. Active in the Kansas City community, Jeb serves on the Kansas City Chapter Board of Entrepreneur Organization (EO). He holds a Finance degree from Kansas State University and a CFP® designation, with additional executive education in retirement planning from Wharton.
Ethan Hutcheson:
Ethan is a Partner and Financial Planner at Metcalf Partners, passionate about helping people prepare, plan, and execute. With a career in Financial Services, his expertise spans Financial Planning, Tax, and Investment Management. Outside work, Ethan enjoys hunting, cycling, and outdoor activities with his wife Shanna and their sons, Rhett and Levi.
Eric Wymore:
Eric is a Partner and Wealth Manager at Metcalf Partners Wealth Management, with a career dedicated to wealth management. As an Accredited Investment Fiduciary, he prioritizes acting in clients’ best interests. Originally from southeast Iowa, Eric has lived in Kansas City for 20 years with his wife Becky and their sons, Gabe and Nolan. He holds a Finance degree from Iowa State University.
Resources:
Metcalf Website: https://www.metcalfpartners.com/
Transcript
===
Voice Over: [:Now your hosts.
Jeb: What a Metcalf Money Moment was is we would get on. The And talk for one to two minutes about some sort of subject matter and talking to Ethan and Eric and, uh, kind of going through, uh, what our, what our plan is with these things. We kind of decided that it was very difficult to get too deep into a topic.
en be able to collaborate on [:Uh, obviously we're not going to name that client by name, but we're going to take the situation and try to kind of deep dive into that and hopefully bring some information, uh, that would help another client.
Annie: Appreciated stock is a common type of asset to give into these accounts as well, because that helps to leverage the client's.
Um, tax savings. They don't have to pay capital gain on the appreciated stock. That stock can go into a donor advice fund
Ethan: being very, um, conversational with your advisor or us and letting us know well in advance, Hey, there's a large purchase down the road. We might, we might need to, you know, make a distribution to pay for that.
The earlier we know the better.
Eric: If we
Ethan: can take
And then we don't even have [:Annie: Bunching is a very common strategy that we see utilized in donor advised funds. So that means that a client is taking a standard deduction in some years. And then in other years, maybe every other, every third. Year, they are itemizing their tax return. And in those years, they're going to be appreciated.
Typically we're seeing appreciated stock donated those
in back in:Annie: We do see, you know, family giving, you know, memorial funds, things like that, um, that grandparents started, their kids continue to administer, and now they're bringing in, you know, the third or fourth generation with their grandkids, great grandkids. Well
Jeb: guys, this has been a ton of fun. Um, I think, you know, a ton of fun for us, right?
I [:Voice Over: Thanks for tuning in to Metcalf money moment, the podcast. We hope today's episode provided valuable insights to help you unlock financial clarity, confidence, and peace of mind. For more expert advice and resources, visit metcalfpartners. com. Until next time, make every money moment count.
