Wit, Wisdom, & What Matters Most
A podcast with Danton Troyer and Kyle Luetters.
About the Podcast
Stories that go beyond financial planning to what matters most.
We work with clients on a daily basis for financial planning – looking at the numbers to help ensure future financial security. But the reality is, that’s not why we do this. So, the point of this podcast is to go a little bit deeper in these conversations and really talk about what actually matters most. And that’s different for everyone.
Danton Troyer, CFP®
Danton Troyer, CFP®, excels in developing sophisticated solutions for complex tax challenges, education expenses, business ventures, philanthropy, retirement, and multi-generational legacies. He enjoys developing long-term relationships and helping clients navigate life’s financial transitions through proactive planning and strategies.
Danton is enthusiastic about the opportunities multimedia offers to promote concepts for financial wellbeing. When not sharing his love of golf with clients, Danton can be found encouraging his children’s various interests, traveling with his family, or hunting.
Kyle Luetters, CFP®, EA
Kyle Luetters, CFP®, has a passion for multifaceted problem-solving and imparting financial literacy to enhance the lives of a diverse client base, including multigenerational families, business owners, and farmers and ranchers. Kyle is an Enrolled Agent credentialed by the IRS, helping people manage their financial lives as tax-efficiently as possible.
Kyle’s background includes video and media production for a variety of industries. Outside of his career, Kyle’s commitment, energy, and persistence are dedicated to intense fitness challenges and numerous home-improvement projects – as well as keeping up with his two young children.
Listen Now
Episode 1: Good partnerships lead to great retirements
In this episode, a recent retiree discusses how he knew it was time to retire and the shift in self-identity that transition causes. We also discuss what gets him out of bed in the morning and how he stays active, socially engaged, and mentally stimulated in retirement.
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Episode 2: My boss told me two words…
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 also discusses the ways her career skills have led her shift into an active, adventurous retirement.
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Episode 3: An Entrepreneur asks, “Where do you see yourself?”
In this episode, we talk with Sean Zalmanoff, owner of Better Rate Mortgage. It’s a story about an industry as well as entrepreneurship, but I think most importantly, and we hope everyone takes away from this is the power of clear vision and what that means.
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Episode 4: They’ll take me out in a wheelbarrow!
We’re excited be joined by Bruce Williams, owner of US Tool. Our conversation really spans a lot of different topics and we’re excited for you to listen.
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Episode 5: What do you want to BE in retirement?
Steve Bulera from Charles Rivers Labs joins Kyle and Danton in this episode. Steve shares the advice he’d give his 18-year-old self, a unique recruitment story, and his thoughts on who you’re meant to be in retirement.
