Gast Freeman Troyer Racen
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Episode Takeaways You can plan carefully for your career, family, finances, and future, but what happens if your health changes without warning? Preparing for uncertainty can mean creating room to adapt rather than trying to…
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You may have a clear idea of when you want to retire, where you want to live, and how you want to support your family. But a change in health can force you to reconsider…
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This episode is Part 2 of Episode 30: Couples With Unequal Incomes: Fairness, Pressure, and Partnership. Listen to Part 1 here or watch on YouTube. Episode Takeaways Is a promotion or higher-paying job worth the…
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A promotion or higher-paying job may give your family more financial options. It may also require longer hours, more travel, additional household spending, or less time together. How do you and your spouse decide whether…
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Danton Troyer, Partner, CFP® How long do you have before you reach your ideal retirement age? Ten years? Two years? Many executives don’t allow themselves enough time to plan their retirement, giving themselves a year or two, when in fact…
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August Observations Markets Recover from a Summer Lull After two weaker months, US equity markets were in a risk-on mood during August despite challenges around inflation outlook, fiscal & government debt concerns, and ongoing geopolitical…
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Chris Kamykowski, CFA, CFP® – Managing Director of Strategy and Research Sam Hill – Director of Fixed Income When we wrote our piece “Spending & Borrowing to Austerity: The US Fiscal Policy Challenge” in 2024,…
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Episode Takeaways How should married couples manage money when one spouse earns significantly more than the other? Should everything be shared, kept separate, or organized around the goals they’ve agreed to pursue together? In this…
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How should married couples manage money when one spouse earns significantly more than the other? Should they combine their finances, keep separate accounts, or divide household expenses proportionately based on income? These questions can become…
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Episode Takeaways High-stakes decisions can feel surprisingly isolating, especially when the consequences affect a company, a career, or hundreds of other people. How can leaders think clearly when pressure, confidence, and uncertainty collide? In this…
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When you’re responsible for a decision that affects an entire company, a team, or someone’s livelihood, having the authority doesn’t necessarily make the decision feel easier. More responsibility can mean more pressure, more consequences, and…
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July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run of strength, with a sharp divergence across asset classes driven by resurging energy prices, a fractured Fed, and AI-related…
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Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director and economist at PIMCO, where she leads PIMCO’s Cyclical Forum, crafts the firm’s outlook for the global economy, and analyzes key macro…
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Could your company continue operating if you were suddenly unable to lead it? If nearly every important decision, client relationship, and daily process depends on you, the business may appear strong but actually carry significant…
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Episode Takeaways Could your company keep moving forward without you? If too many decisions, relationships, and responsibilities depend on one leader, business continuity, company value, and succession plans may all be at risk. In this…
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Episode Takeaways What happens when the career that shaped your identity, routine, and sense of purpose comes to an end? For executives preparing to retire, sell a business, or step away from leadership, financial planning…
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What happens after you’ve spent decades leading a company, making important decisions, and suddenly your calendar is empty? If you’re preparing for retirement, selling a business, or stepping away from a leadership role, you may…
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Executive Summary The second quarter of 2026 closed with a very different narrative than the one that opened it. Three months ago, the U.S. and Iran were in active conflict, the Strait of Hormuz was…
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For many executives, the title becomes much more than a line on a business card. The title becomes shorthand for success, credibility, contribution, and identity. After years of building a career, leading teams, solving hard…
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Episode Takeaways What happens when the title you’ve worked decades to earn no longer applies to you? For many executives and professionals, career transitions, retirement, AI-driven workplace changes, and unexpected life events force a deeper…
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June Observations Markets Mixed on Inflation Fears and Rate Hike Pricing June proved to be a more challenging month for risk assets, as the AI-driven optimism that powered markets through May collided with a sharp…
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Please note that our offices are closed on Friday, July 3, in observance of Independence Day. Additionally, our offices close early at 3:00 PM local time on Thursday, July 2, and response time may be delayed.…
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When you’re preparing for retirement, it’s natural to look for a simple answer. Maybe it’s a rule you’ve heard for years. Maybe it’s a number someone shared. Maybe it’s a formula that’s supposed to tell…
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Episode Takeaways Most financial advice is designed to be simple. The challenge is that real life rarely is simple. In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explore why…