Episode Takeaways Key Takeaways: What happens to your mindset about money after you’ve achieved career success? In this conversation, retired global biotech executive Tony Bower, PhD, shares how ambition, family, and financial clarity reshape the way we…
Episode Takeaways What does it really mean for a financial advisor to act as a “Family CFO?” In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explain how financial…
Episode Takeaways The most powerful lessons in wealth and leadership rarely come from spreadsheets or market charts. They come from real experiences, difficult decisions, and the stories people carry with them along the way. In…
Episode Transcript Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer,…
Episode Transcript Pod Episode 16 Sarah Renieri Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level…
Episode Transcript Episode 15 Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or…
Episode Transcript Episode 14 Giving Thanks Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of…
Episode Transcript Episode 13 Debunking social media myths Kyle: And welcome to this edition of Wit, Wisdom, and What Matters Most. It’s a podcast by Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle…
Episode Transcript Episode 12 featuring Peter Biondo Navigating business from family station wagon to World Champion Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast…
Episode Transcript Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters; I am joined by Danton Troyer. And,…
Episode Transcript Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer. Danton,…
Episode Transcript Kyle: The views expressed in this podcast are solely those of the hosts/guests and do not necessarily reflect the official policy or position of Moneta. Kyle: Welcome to another episode of Wit, Wisdom,…
Episode Transcript Kyle: This episode includes a book recommendation, which is intended to be helpful or interesting to the listener/reader of this podcast. The book is not intended to be a source of financial or…
Episode Transcript Show Notes Dr. Ellis is a current client and was not provided with any compensation for her participation in this podcast. Kyle: Welcome to Wit, Wisdom, and What Matters Most. It’s a podcast with…
Episode Transcript Show Notes Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most, a podcast about the nuances of life. I’m Kyle Luetters, joined by Danton Troyer, and we’re both on the…
Episode Transcript Show Notes Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most podcast with Moneta’s Gast, Freeman Troyer Racen team. My name is Kyle Luetters, joined alongside Danton Troyer. And…
Episode Transcript Show Notes featuring Bruce Williams Kyle: Welcome to Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined alongside Danton Troyer. Very excited…
Episode Transcript Kyle: And welcome to another episode of Wit, Wisdom, and What Matters Most. It’s a podcast by Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined by Danton Troyer. And…
Episode Transcript In this episode, a woman who retired several years ago reveals the two words that were the sign it was time to retire, and her path for transitioning out of full-time employment. She…
Episode Transcript Kyle: Welcome to episode number one of Wit, Wisdom, and What Matters Most – a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, I’m an advisor on the…