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All Things Financial

All Things Financial

Hosted by Trey Peterson & Yelisey Kuts.All Things Financial provides an extensive level of knowledge surrounding retirement and retirement strategies. This includes tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. To Learn More About All Things Financial: https://Atfwealth.com

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Episodes

77 episodes

  1. Trump Accounts and You 13:15
  2. The Grey Divorce 20:57
  3. Ai and You - Living in a Tech World 22:57
  4. Your Credit Score in 20 Minutes (Or Less) 22:56
  5. Patterns in Money: Decisions, Debt, and Retirement Thinking 33:24
  6. How To: Maximize Your Tax Refund 19:27
  7. Leadership in the Workplace 27:47
  8. Annuities, Are They All Bad? 28:51
  9. Finance 101: Investing for Dummies 24:19
  10. Transitioning Into Retirement - Building a Life Long Income Stream 26:06
  11. Taxes in Retirement Part 1 19:42
  12. Why Leadership Starts With You First 29:31
  13. 3 Mistakes That Quietly Hurt Your Future 21:52
  14. The Retirement Red Zone 36:04
  15. Building Wealth On Purpose 36:36
  16. Emotional Triggers and Financial Decision Making 40:53
  17. Why Time, Character, and Discipline Matter in Investing 27:15
  18. The Art of Encouragement and Authentic Leadership with Jordan Montgomery 46:02
  19. Growth, Humility, and the Path to Leadership 33:13
  20. Questions You Shouldn't Ask Your Financial Advisor 27:53
  21. "Nerve-wracking" Questions to Ask Your Financial Advisor 38:30
  22. Leadership, Financial Peace, and Thinking Like God with Keith Craft 50:50
  23. Redefining Success After 60 31:34
  24. Having a Plan When You Don’t Have Long-Term Care 39:35
  25. 5 Things To Maximize Your Retirement 35:38
  26. Is College Still Worth It? 31:43
  27. The Billion Dollar Wedding Industry 23:31
  28. How to Turn Any Crisis into a Comeback with Dr. Mark Rutland 35:00
  29. Confessions of a Financial Advisor 45:43
  30. I've Got Cash Flow, Now What? 31:54
  31. Renting vs. Owning a Home: Which Builds More Wealth? 32:46
  32. Getting Personal: Money Lessons That Shape Who We Are 36:06
  33. Is "Money" a Curse Word? 30:05
  34. The 10 Rules of Money That Will Make You More Wealthy 36:29
  35. Defining True Wealth Beyond Just Money and Numbers 35:29
  36. BONUS Episode: Hospital patients are even safer today than they were in 2019 — with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association 7:39
  37. The Real Impact of Inflation on Your Retirement 42:47
  38. Bonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative Care 6:20
  39. Bonus Episode: Happy Veterans Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America 6:58
  40. Your Retirement, Your Way! 44:08
  41. Set Yourself Up for Retirement Success 50:17
  42. Social Security Announces Lowest Cost of Living Adjustment in Four Years 6:51
  43. Avoid These Retirement Mistakes: Get the Help You Need & Avoid Common Landmines! 50:35
  44. The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD 6:01
  45. Solving Common Problems for Pre-Retirees & Retirees 32:25
  46. Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian 6:10
  47. Bringing Your Retirement Vision to Life 36:05
  48. Medicare Prescription Drug Cap 2025 | Interview with Leigh Purvis 4:50
  49. The State of Retirement in the Year 2024 37:27
  50. Avoid Top Fears of Retirees – Make Sure Your Money Lasts 40:40