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 this episode, Danton Troyer and Kyle Luetters share the story behind Wit, Wisdom, and What Matters Most and the reason they chose to create a podcast focused on the human side of financial planning. Together with producer RJ Malyk, they discuss how their partnership began, why storytelling matters in wealth conversations, and what executives often face behind the scenes while navigating career, family, and financial decisions. Drawing from years of experience working with business leaders and corporate executives, Danton and Kyle explore the emotional realities that come with success, responsibility, and major life transitions. From the “weight of wealth” to pivotal moments that change everything, they highlight the importance of perspective, community, and thoughtful guidance. The goal of the podcast is simple: create a space where listeners can hear authentic stories, learn from shared experiences, and realize they are not alone in the challenges or opportunities they face.
Key Takeaways:
- Why real-life stories often resonate more deeply than financial charts or technical explanations
- How Danton and Kyle’s partnership began over a simple Starbucks coffee conversation
- The role perspective and diverse backgrounds play in stronger financial planning conversations
- What many executives quietly experience as they navigate responsibility, career pressure, and wealth
- How shared experiences and community help leaders feel less isolated in major life decisions
- The powerful impact financial guidance can have during life’s most meaningful moments
- And more!
Connect With Danton Troyer:
- GFT Team
- Moneta Group
- LinkedIn: Danton Troyer
- dtroyer@monetagroup.com
- (314) 735-9087
Connect with Kyle Luetters:
- GFT Team
- Moneta Group
- LinkedIn: Kyle Luetters
- kluetters@monetagroup.com
- (314) 536-8297
Transcript
Voiceover: Welcome to WIT Wisdom and what Matters most with Danton Troyer and Kyle Luetters from Moneta Wealth Management. In this podcast, we help corporate executives and business leaders navigate the real life uncertaintopty around new financial life stages from complex benefits and career changes to retirement and legacy planning.
[00:00:21] Voiceover: Join us as we explore these career and life shaping moments with our guests, helping listeners find clarity so they can focus on what matters most to them.
[00:00:32] RJ Malyk: Hello and welcome to Wit, Wisdom, and What Matters Most podcast with your hosts, Danton Troyer and Kyle Luetters. I’m your podcast producer RJ Malyk.
[00:00:41] RJ Malyk: Daenton and Kyle,.so good to see you and it’s great to meet you. So let’s get right to it. What are we gonna be talking about on your podcast? Give, just start explaining.
[00:00:55] Danton Troyer: I think with our podcast we are talking to the executives of the world, generally [00:01:00] speaking and, and really just trying to talk about some of the topics we’ve, we have conversations with our clients every day and they get missed and we can’t put these in white papers.
[00:01:09] Danton Troyer: These are conversations that are had with an individual. But I think a lot of the stories, a lot of the lessons, you know, we relate, you know, through our meetings, but I really think that more people would enjoy hearing some of these stories that come out of our conversations with just different levels of executives across the country.
[00:01:26] Kyle Luetters: Alright. I think to what Danton said, their stories are always far more fascinating than any chart disclosure, anything else that we put in front of people. You can watch eyes glaze over like the roads during the winter.
[00:01:41] RJ Malyk: yeah.
[00:01:41] Kyle Luetters: It is,still the cold part of the year. But really if you think about it, in today’s day and age, there is a huge demand
[00:01:50] Kyle Luetters: for people to not feel alone. They wanna feel like they’re a part of a tribe. They want to feel like there are other people, which is amazing to me to think about this as [00:02:00] interconnected as what we arewe still feel so disconnected, and the hope here is to share stories with folks that are having similar experiences, or that will go through similar experiences to build this little collective, to build this little tribe so that
[00:02:15] Kyle Luetters: you can continue on about your journey and know that you’re not necessarily alone in what you’re feeling or you’re facing, or even what you’re celebrating. There are other people out there that are doing very similar, if not the same types of things that you are.
[00:02:28] RJ Malyk: Okay. How did you guys get together to do this podcast?
[00:02:32] RJ Malyk: Give us a little background on how this idea came about and the process that you went through to get to where you are now.
[00:02:40] Danton Troyer: Yeah, it started with coffee in the morning at Starbucks. Kyle and I met, I, I think I signed up to be a CFP®mentor and Kyle was on his way to becoming a CFP® and we’d been doing that for quite some time.
[00:02:51] Danton Troyer: And it came about that we needed another advisor here. And I really was asking Kyle if he knew anybody because I thought Kyle was very happy where he was. And [00:03:00] I still think he was very happy where he was, but we ended up making things work. You know, one of the things, reasons he wanted to, at least I think, join forces was he wanted to do more marketing and more stuff like this to get out there and just didn’t feel like he had that avenue.
[00:03:13] Danton Troyer: And so when he came to me about a podcast, I was not comfortable. It was certainly not my cup of tea, but now I’ve been enjoying it and it’s good to get back to getting out and just telling these stories. ’cause we do have a lot of experience in talking with folks like this. And like Kyle said these stories really matter.
[00:03:30] Kyle Luetters: They really do. And that has been one of the most consequential coffees, I would say in my story if we’re talking about this, a concept of stories and shared experiences. You think life’s gonna go down one path, it goes down another. So right there with my story, you can start to relate to a lot of other folks that kind of come to this fork in the road, if you will.
[00:03:53] Kyle Luetters: You think you’re gonna go down one path, you think life’s gonna look this way, you think the white picket fence is gonna be arranged in this fashion, [00:04:00] and then something just comes out of left field almost that changes the whole ballgame, no pun intended, and it creates something that at the time was scary,
[00:04:13] Kyle Luetters: but oftentimes when you get beyond your comfort zone and you kinda change some things up, something good falls apart so that something great can come together in its place. And frankly, that’s why we wanna share these stories on this podcast is getting to those folks and talking to those executives where,
[00:04:32] Kyle Luetters: you know there, there are tons of books and pieces and videos produced about the path not taken. So let’s explore. Let’s pull on the thread of those paths both taken and not taken and continue to get them out. We’re still evolving. We’re still learning how this works together. I think it works very well.
[00:04:52] Kyle Luetters: I used to do radio and broadcasting back in the day. Funny story about financial planners… some of them have a [00:05:00] very sturdy finance background. Others of us don’t. We know how to work a calculator and ask Google, now Ai,
[00:05:10] RJ Malyk: Yeah.
[00:05:10] Kyle Luetters: how we figure out some things. But one thing that is timeless across this entire industry is the ability to relate to people.
[00:05:16] Kyle Luetters: And again, I think both Danton and I, part of the reason that the partnership works is that we find ways to relate. Not only to one another as we do these podcasts and you figure out a rhythm and how you’re going to interview people together, but also too, with clients and folks that are going through things where they’re just really looking for like a guide, and that’s honestly where we find our sweet spot, honestly.
[00:05:39] RJ Malyk: Yeah. Kyle, you just mentioned how you touched on something, how the partnership works and you gave your perspective Danton, how about your perspective on how this partnership is working with Kyle?
[00:05:50] Danton Troyer: Yeah, I think he hit the nail on the head. I don’t think we knew what we were getting into at the start of it.
[00:05:56] Danton Troyer: But I came over to Moneta seven, eight years [00:06:00] ago as well, and it was a similar story. I was not intending to come here at all. I’m obviously grateful that I did, but that story in the last 10 years, I couldn’t have scripted out the way it is. One of our other parties here makes fun of me some days ’cause in about
[00:06:13] Danton Troyer: 18 months, I had changed jobs, adopted a kid, moved homes, joined a country club. And it was just like, and it wasn’t that I planned that out, it’s just I had to make some decisions and I had to do some things. Sure. And that’s the way it presented itself. And I’m very grateful for the path that led me on.
[00:06:28] Danton Troyer: But it did take some, a leap of faith to do those things.
[00:06:32] RJ Malyk: Uh, Kyle, you mentioned your background and Danton, you were just talking about your background.
[00:06:36] Danton Troyer: Yeah.
[00:06:37] RJ Malyk: Does that lend to a different perspective? Kyle, you go first. Does your radio background lend to a different perspective on what you guys are trying to accomplish now?
[00:06:47] Kyle Luetters: I think so because like I mentioned, in this industry there are so many different backgrounds. Like you go to some firms, they actually specifically seek out non-finance [00:07:00] people – they are looking for a specific subset. I am so grateful that I went and I did radio and I did broadcasting because so much of what we do, tying this back, is relating to people, finding a way to take some information that’s out there in the ether and present it in a different way and present it in a way that the it lands with your audience.
[00:07:23] Kyle Luetters: Okay. I used to do racing broadcast, tv, radio, everything like this and that. Obviously you would call a chess match different than you would call a race. Sure. The audiences are different.
[00:07:35] Danton Troyer: Yeah. Yeah.
[00:07:36] Kyle Luetters: Okay. And you guys laugh, but I’ve actually commentated a chess match before.
[00:07:41] Danton Troyer: That would be interesting.
[00:07:42] Kyle Luetters: Trust me, you have to be very quiet. But that’s part of the unique thing about what we do is, yeah, the tax code always changes, investments always change, workplace benefits, all this stuff changes. There’s no possible way you can keep all of that in your head.
[00:07:59] RJ Malyk: Yeah. [00:08:00]
[00:08:00] Kyle Luetters: What doesn’t change though is the ability to relate and tell stories, and specifically, for a lot of folks, come up with analogies that help them understand more about their own plan that they may or may not understand.
[00:08:14] Kyle Luetters: To me, that’s the whole ball of wax. And that’s why we’re really doing the podcast too, is to share some more of those stories. ’cause if for confidential purposes, you can’t share what goes on in a client meeting,
[00:08:23] RJ Malyk: yes,
[00:08:23] Kyle Luetters: that is very good. But also you miss a lot of the gold in those stories that come out of those meetings.
[00:08:30] Kyle Luetters: And so with the podcast, with anonymity, we can share some of those stories, we can weave those into some of the interviews that we’ll do. It’s just a really powerful thing.
[00:08:42] RJ Malyk: Kyle’s talking about the excitement of a chess match. I have to share that once I was at a tree-sitting contest,
[00:08:50] Kyle Luetters: Oh my.
[00:08:51] RJ Malyk: So people were sitting in a tree and the person who lasted the longest and didn’t fall out of the tree was the winner.
[00:08:59] Kyle Luetters: Please tell me it was a [00:09:00] guy that was like a deer hunter or something.
[00:09:02] RJ Malyk: No, this was a town event.
[00:09:04] Kyle Luetters: Oh
[00:09:05] RJ Malyk: Yes, oh yeah.
[00:09:07] Danton Troyer: Oh, I was saying who fell out of the tree? ‘Cause that seems like an even bigger problem.
[00:09:11] RJ Malyk: And the thing is, they were sitting up pretty high and I was just shaking my head. So anyway, I’m diverting, diverging from the topic here.
[00:09:19] RJ Malyk: Uh, Danton, let’s go to you about your perspectives. We just listened to Kyle. How does your perspective differ? Differ from Kyle’s?
[00:09:28] Danton Troyer: Yeah, I, I think that’s what he was talking about. And even when we’re hiring on our team, we’re always looking for different perspectives. We have CPAs, Kyle’s an enrolled agent, we have CFP®s, we have people from all different backgrounds.
[00:09:38] Danton Troyer: And I think that’s what makes us better. And so I think my background, I started not at Moneta, which is somewhat uncommon. I started at Ameriprise and you went to a LPL office in between. But coming to Moneta, it really feels,like I found, to used Kyle’s word, a tribe that fits with my outlook as far as financial planning and wealth management.
[00:09:57] Danton Troyer: And we really, they’re we’re separated, separate teams at [00:10:00] Moneta, but we all share that kind of same philosophy and I think that’s what
makesMoneta strong and our team strong as well, is having all these different backgrounds as well.
[00:10:08] Danton Troyer: It’s been interesting.I’ve been doing it for 20 years and so I think just,
[00:10:12] Danton Troyer: I really started to learn the stories that you had 10 years ago are still relevant with folks today. And being able to tell people, obviously I haven’t retired yet. But I’ve helped, I can’t tell you how many people I’ve helped retire, and so I can tell that story where some of those things you can’t translate.
[00:10:27] Danton Troyer: But being able to talk to folks and just see what they’re going through and understanding that, and asking a couple more questions about where they’re headed and what’s in their mind, and what are they scared of. There’s a lot of commonality out there and if, but if you don’t take the time, you just talk about you got your return and you’re fine.
[00:10:42] Danton Troyer: You miss a lot. And so I think really having those stories and understanding what people are going through helps you give. Just better advice and half the time our job is just helping people make good decisions because of the whole psychology of this.
[00:10:54] RJ Malyk: Yeah, and people can relate to stories.
[00:10:56] Danton Troyer: Yes.
[00:10:56] RJ Malyk: Because a lot of, like you said, we have more in [00:11:00] common than we realize, and you’ll talk to someone, you think your problem is so unique.
[00:11:06] RJ Malyk: And then all of a sudden you talk to someone who has a similar problem and they know someone who has a similar problem and before you know it, oh wow. It’s not as uncommon as I thought it was. So
[00:11:15] Kyle Luetters: Oftentimes we, we will say to folks, especially early on in a relationship, we’ll say, look, this is a judgment-free zone.
[00:11:22] Kyle Luetters: We’re kinda like your doctor. We’ve seen everything. You’re not, no offense, maybe this is a new one. And it kind of like as a doc, we have some doctor clients and they’ll come in and they’ll tell us, Hey, you’ll never guess, I finally saw this! Most of the time it’s disgusting; don’t wanna hear about it. Oh yeah. But it lends itself to that commonality also, too,
[00:11:40] Kyle Luetters: you get to it be a part of some amazing stories. Whether it’s a client that is going to get married and they call up and say, Hey, we need some money for
the ring. One of the most touching ones was we had a client, blue collar guy, worked his entire life, came from nothing. And I remember the [00:12:00] day, the meeting, and we have these meetings every, almost every day of every week, we’re going through his financial plan
[00:12:07] Kyle Luetters: and he had finally hit this tip tipping point of where he didn’t have to work anymore.
[00:12:13] RJ Malyk: Yeah,
[00:12:13] Kyle Luetters: Like the plan held, if he just tossed the keys on the table when he went home that day. He came back six months later and told us that day, that meeting, was in his top five moments of his entire life.
[00:12:29] RJ Malyk: That’s a good feeling.
[00:12:30] Kyle Luetters: Yeah. That is a tremendous feeling.
[00:12:32] RJ Malyk: Yeah.
[00:12:33] Kyle Luetters: And one that you wouldn’t necessarily associate with. ’cause you’re doing your thing, but you’re that level of impact.
[00:12:41] RJ Malyk: Yeah. You’re doing your job, but you sometimes it, you don’t realize.
[00:12:46] Kyle Luetters: Mm-hmm.
[00:12:46] RJ Malyk: How, again, you’re connecting with another person and you’re listening to them and you come up with a solution and you don’t realize it at the time, but when they come back to you and say, yeah, this is an incredible moment for me, and you’re just sitting there going, well I, [00:13:00] I’m just doing my job.
[00:13:00] RJ Malyk: I, I, I understand that. It’s a great feeling. It, it makes you want to come back the next day and go to work and do it again. So that’s, that’s pretty cool. Alright. You guys are doing this podcast. What made you, when you were talking, who came up with the idea? And I’m, I can guess probably who thought of it first, but I’m gonna ask you who said, okay, we have to do a podcast?
[00:13:22] Danton Troyer: Yeah, that was, I don’t know if, have to, but I think it was on Kyle’s list of things he wanted to tackle and we finally got to the point where I. You know, we could, so I said, give it a shot. And so far it’s, like I said, it’s been fun.
[00:13:34] Kyle Luetters: If you recall, the thing was is, HI said hey, we’re gonna do a podcast. You said, that’s a great idea.
[00:13:39] Kyle Luetters: And I said, yeah, you’re gonna do it with me and you weon’t. Oh. Especially with, in today’s day and age, marketing is changing so fast. And the way that folks consume information. It’s weird to say, but I’m not really ever alone, especially when I’m driving somewhere or if I’m going on a run, which by the way, if you’re running and you’re listening to this, please don’t trip and [00:14:00] fall fromand falling asleep.
[00:14:02] Kyle Luetters: But it’s just the way that people are consuming information is different. Yeah. And you gotta stay ahead of the curve, otherwise you’re not going to be found.
[00:14:11] RJ Malyk: Now for you, Kyle, with your background, this is was a transition that was not, not difficult. And with my background, you and I have similar backgrounds, and listening to you.
[00:14:20] RJ Malyk: I can hear your training.
[00:14:22] Danton Troyer: Where’s my, you don’t hear my training?
[00:14:23] RJ Malyk: Danton, wasn’t gonna say that. But Danton, how, how much of a challenge has it been for you? And how much, I guess also Kyle, how much have you been working with Danton to make sure he feels comfortable in doing this? Because for Kyle and myself, being behind the mic is second nature.
[00:14:45]: Danton Troyer: Yeah.
[00:14:46] RJ Malyk: For Danton, this is I, it can be very intimidating. How did you guys work together to get to where you’re at now?
[00:14:53] Danton Troyer: For me, the thought of getting in front of hundreds of people and doing a presentation as many advisors do, that’s how they grow their business. That’s how they do. [00:15:00] Sure, I’ll do it if you need me to, but I know I’m not great at it and it’s not my thing.
[00:15:07] Danton Troyer: Now, I would’ve said podcasting and maybe, it’s still not my thing, but you feel like you’re just having a conversation with a couple people. And I, I think that makes it a lot easier, at least for me to relate to. And I’m just really just having conversations with people. And I think as we’ve gotten down the road on the podcast, just realizing that’s all you’re doing is just having a conversation and that’s made it easy.
[00:15:24] Danton Troyer: And Kyle did coach me on that a little bit as well.
[00:15:27] RJ Malyk: Okay.
[00:15:28] Kyle Luetters: Kyle. This was like pulling on a pair of old shoes when we got the mics out.
[00:15:33] RJ Malyk: Sure.
[00:15:34] Kyle Luetters: Just for the simple fact you had done this in, I would hate to say like in a former life, but it was a former life, and the neat thing about what we did with being in radio and with being in TV, is you get to work with so many amazing people from different backgrounds.
[00:15:49] RJ Malyk: Sure.
[00:15:49] Kyle Luetters: When I was doing motor sports, when I was doing football, as well too, I did some Texas high school football; I will tell you, they’re fanatical down there.
[00:15:57] RJ Malyk: Oh yeah.
[00:15:57] Kyle Luetters: Oh yeah. But you’ll have this [00:16:00] guy that is like Texas high school football royalty and he’s never been on a microphone before. You get him talking,
[00:16:09] Kyle Luetters: with or without an adult beverage, and he will give you gold. It’s just, it’s what seat you are sitting in. And I was normally the play by play guy, the non-expert so to speak, but just being more of a traffic cop. If we, if you have Pat Summerall and John Madden, Danton’s my John Madden, I wanna be Pat Summerall and we’ll make magic together.
[00:16:28] Kyle Luetters: But we each have our lane.
[00:16:29] RJ Malyk: Nice.
[00:16:30] Kyle Luetters: And so when you go through things, that’s I think one of the best things you can do to coach somebody that hasn’t done this is just, look, you have an expertise in something and all you’re doing is just sharing that expertise with a larger audience than what you’re used to sharing it with.
[00:16:45] RJ Malyk: Awesome. Awesome. Alright, so now that you’ve got your podcast going, describe your perfect listener. Who are you appealing to?
[00:16:57] Danton Troyer: Yeah, I, I think,in general, it’s certainly the higher level [00:17:00] executives. Those would be some of the topics we talk about. And rather than just talking about what is a stock option what is a restricted stock unit, what does that mean to you? I think is the direction we’re trying to go.
[00:17:10] Danton Troyer: We worked with folks and some Moderna clients back in, in the COVID timeframe and the emotional. A rollercoaster they’re going through ias that stock is
just going all over the place. It, it was, that was probably one of the craziest times of my life, I guess, for everybody, for that matter. But seeing it from that perspective was, it was just different and, and so I,
[00:17:31] Danton Troyer: we, see that all the time. And now things have calmed down, at least in that space but there’ll be something next, and there always is. So the, the emotional rollercoaster, just trying to make those decisions in that timeframe, it’s easy to look back and be like, oh, I should have done this, I should have done that.
[00:17:45] Danton Troyer: But if you were going through that, it was something else.
[00:17:50] Kyle Luetters: I would wholeheartedly agree with that and what people go through always makes the best stories, the paths that they take to where they get to. You talk to some of the partners [00:18:00] here at Moneta, what they have done to get to the level that they are at.
[00:18:03] Kyle Luetters: We’ve got some C-suites at some very large companies in the paths that they take, the challenges that they face, the things that they overcome, Aalways to me make far more interesting content than, Hey, what is the this? What is that? You can find that if you’re really wanting to go find out what an X is, you don’t need to listen to a podcast.
[00:18:24] Kyle Luetters: If you want perspective on how you can get through a challenge or something like that, or holy smokes, that’s wild. That’s what this is for. That’s the audience this is for is I would say, people that are seeking, again, a shared tribe of folks that have faced similar challenges and gotten through ’em and lived to tell the tale.
[00:18:47] RJ Malyk: Interesting. While, while both of you were talking about challenges and things happening in, in the moment and trying to help people with that, it went back for me. I was on the air the day of 9/11. I was actually on the [00:19:00] air. Oh yeah. And I got a call from someone, a listener saying something’s going on with the Ttrade Ttowers, twin towers., what’s what?
[00:19:07] RJ Malyk: Do you know anything that’s happening? And I didn’t at the time and we know what happened that whole day. But it was amazing, an amazing experience that I would, I’ll never forget, but it’s something that we were able to, as you guys do, helping people. It’s just a great feeling to be able to help people.
[00:19:24] RJ Malyk: Uh, and it
[00:19:24] Kyle Luetters: t was a seminal moment in your career, I think, if you were to say that.
[00:19:27] RJ Malyk: Yeah, absolutely. Absolutely. You and it’s,. I can tell you, it, everything that happened that that day, like it was yesterday.
[00:19:36] Kyle Luetters: Mm-hmm.
[00:19:36] RJ Malyk: You know, that kind of stuff. Okay. Let’s move on. What can listeners, people who listen to this podcast, what can they expect from you going forward?
[00:19:46] RJ Malyk: Yeah, ADanton we’llwill go with you first.
[00:19:48] Danton Troyer: Yeah, I think the expectation is, you know, we certainly have some guests that can share their own unique perspective as well, and hopefully just share some of the same conversations that we’ve had o over the years. But that way people have someone that they can [00:20:00] relate to and know that they are going through similar situations.
[00:20:02] Danton Troyer: Because I mean, to Kyle’s point, especially at that executive level, a lot of these guys are . Travel in traveling the country nowadays. I mean, there’s a lot of online stuff, so I, there’s executives that their home base is in a whole nother state and they’re commuting back and forth and doing a lot of virtual work. Uh, I see the toll it really takes on these people and it’s tough.
[00:20:21] Danton Troyer: And so I think knowing that other people are doing it, it’s not just the glamor of I’m A CEO and everything is perfect for me. That’s not reality. I’m sure there’s people out there, but that’s probably not the norm. And these folks hvead worked very hard to get to where they are and people don’t always understand like the background of how that happened.
[00:20:38] Danton Troyer: And I think sharing those stories will really provide some perspective to folks on what it takes to get there. But then also, how you can get out of there, too, and retire.
[00:20:48] Kyle Luetters: I think in the name of the title, you get Witten and Wisdom. So we can promise that at least for me, there’ll be some terrible dad jokes, corny as all get out.
[00:20:55] Kyle Luetters: I love those. I have two little kids and just, it’s one of the greatest joys of my life [00:21:00] to get them to look at me and go, really? It’s so funny. So there’ll be some wit in there. The wisdom also dispensed, it. It to me is very key. I work events in a men’s leadership event company where we put men of all ages
[00:21:17] Kyle Luetters: into some extremely stressful situations in a controlled environment. And I was just doing one in Orlando this past weekend, and we had men that
had 120 pound sandbags on their shoulders, or we had teams of four men carrying a 400 pound tire. One thing I think a lot of folks maybe have a misconception about is
[00:21:36] Kyle Luetters: executives have a relatively easy row to hoe, but the weight, if you were to think about it, manifest it like visually, that sandbag or that tire, that’s what a lot of these folks are carrying. There’s the weight of responsibility at work, but there’s also the, what I call the “weight of wealth.”
[00:21:52] RJ Malyk: Hmm.
[00:21:53] Kyle Luetters: There’s a lot of people think if I just make X, all of my problems will be solved.
[00:21:58] Kyle Luetters: At least me personally, [00:22:00] it doesn’t necessarily get easier. It actually gets more complicated because there’s more of a feeling of a responsibility; is I can’t screw this up. And as you go into these higher levels, especially where these executives are, it’s real easy to get tripped up if you’re not watching.
[00:22:17] Kyle Luetters: That weight of wealth concept, I think is what you’re gonna hear a lot of in some of our guests and how they mitigate that personally.
[00:22:24] RJ Malyk: Okay. Alright. We’re coming to the end. Is there anything that I haven’t asked that you wanna share with people who are checking this out?
[00:22:34] Kyle Luetters: I would say personally, come along for the ride, come along for the journey.
[00:22:37] Kyle Luetters: This is not gonna be your typical investing podcast. If you’re looking for some of those, I have ones that I listen to, I’m more than happy to share with you a list. What I hope that you get out of this is honest conversations with people that succeed, but they also struggle, and that they’re very real and authentic and transparent about both sides of that coin.[00:23:00]
[00:23:00] RJ Malyk: Danton, you have anything to add, or did Kyle sum it up pretty well?
[00:23:03] Danton Troyer: Yeah, I think that’s a pretty good summation of everything.
[00:23:06] RJ Malyk: Okay. How about ways that people can contact you?
[00:23:10] Danton Troyer: The website for the podcast, we try to make it as easy to find as possible witwisdomandwhatmattersmost.com. So that’ll bring youit to the podcast page and from there certainly can find us for on a professional side as well, through through our podcast.
[00:23:23] Danton Troyer: But I think that’s probably the easiest way to find us.
[00:23:26] Kyle Luetters: There’s also, too, a lot going on with LinkedIn, Facebook, predominantly LinkedIn because we’re talking to folks in the executive level. Sure. There’s good content that’s being pumped out there, especially relevant. And also you might find a barbecue recipe or two.
[00:23:41] RJ Malyk: Okay, I’m, I’m gonna sign up for that, I wanna see the barbecue rec recipe. Gentlemen, it was a pleasure talking to you and looking forward to your next podcast. And thank you for listening to today’s Wit, Wisdom, and What Matters Most Podcast. Please like, follow, and share this podcast with friends and family.
[00:23:58] RJ Malyk: Also, we ask you to [00:24:00] rate it and leave a review because this actually helps others find the show. Until our next Wit, Wisdom, and What Matters Most podcast, I’m RJ Malyk.
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[00:24:36] Voiceover: Consult the appropriate qualified professional before making a decision. Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information discussed in this podcast is for informational and educational purposes only
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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 training. The information discussed in this podcast is for informational and educational purposes only. You should consult with an appropriately credentialed professional before making any financial, investment, tax, or legal decision.
© 2026 Advisory services offered by Moneta Group Investment Advisors, LLC, 190 Carondelet Plaza, Suite 1200, St. Louis, MO 63105 (“MGIA”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. This is an advertisement. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax, or legal decision. Past performance is not indicative of future returns. You cannot invest directly in an index. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise. Trademarks and copyrights of materials linked herein are the property of their respective owners.
© 2025 Advisory services offered by Moneta Group Investment Advisors, LLC, 100 South Brentwood Blvd., St. Louis, MO 63105 (“MGIA”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. This is an advertisement. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax, or legal decision. Past performance is not indicative of future returns. You cannot invest directly in an index. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise. Trademarks and copyrights of materials linked herein are the property of their respective owners.
