
Welcome to Wit, Wisdom, and What Matters Most with Danton Troyer and Kyle Luetters from Moneta. In this podcast, we help corporate executives and business leaders navigate uncertainty around various life stages, including complex benefits, career transitions, and planning for what comes next.
We do this by creating thoughtful, open conversations grounded in real-life experience and perspective. Join us for this journey as we explore the moments that shape careers, leadership, retirement, and legacy. Drawing from years of experience and conversations with guest experts, Danton and Kyle help listeners gain clarity, confidence, and perspective during pivotal transitions, allowing them to focus on what matters most.
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Episode 22: Preparing for Retirement While Still at Peak Earnings
Episode Takeaways What if the biggest financial mistake high earners make isn’t what they invest in, but when they start…
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Episode 21: The Keys to Shaping Family Wealth
Episode Takeaways Family conversations about money are rarely just about money. They’re about expectations, relationships, and decisions that can shape…
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Episode 20: When Success Changes Your Relationship with Money
Episode Takeaways Key Takeaways: What happens to your mindset about money after you’ve achieved career success? In this conversation, retired global…
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Episode 19: What It Means to Be a Family CFO
Episode Takeaways What does it really mean for a financial advisor to act as a “Family CFO?” In this episode…
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Episode 18: Meet Danton & Kyle: Your Guides Through Complex Wealth and Life Decisions
Episode Takeaways The most powerful lessons in wealth and leadership rarely come from spreadsheets or market charts. They come from…
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Episode 17: Beyond the Peanut Butter Method of Philanthropy
Episode Transcript Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s…
Meet The Hosts

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, 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 wife and two young children.
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