# Metcalf Money Moment the Podcast Page: https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754 Text version: https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754.md RSS feed: https://feeds.captivate.fm/metcalf-money-moment/ Official site: https://metcalf-money-moment.captivate.fm Author: Jeb Graham, Ethan Hutcheson, & Eric Wymore Episodes: 38 ## Resource Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management, retirement planning, estate strategies, and investment advisory services. Each host brings a unique perspective and expertise, ensuring well-rounded and insightful discussions that address the diverse needs of our audience. Every episode explores key topics to empower your financial journey. Discover practical strategies for building generational wealth, planning for retirement, safeguarding your legacy with estate planning, and optimizing savings through tax strategies tailored to high-net-worth individuals. Gain insights on investment approaches for volatile markets, entrepreneurial advice for Kansas City business owners, and guidance on major life events like marriage, home buying, and inh… ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/metcalf-money-moment-the-podcast-7170754 Markdown: https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754.md ## Episodes - [Ep 37 - Stop Leading Alone: Peer Groups That Transform Business with Dan Cooper](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-37-stop-leading-alone-peer-groups-that-transform-business-with-dan-cooper) — 2026-07-08T07:00:00+00:00 - [Ep 36 - What Wealthy Families Do Differently With Their Money](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-36-what-wealthy-families-do-differently-with-their-money) — 2026-06-24T07:00:00+00:00 - [Ep 35 - Is Long-Term Care Insurance Worth It? Aaron Clark Has Answers](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-35-is-long-term-care-insurance-worth-it-aaron-clark-has-answers) — 2026-06-10T07:00:00+00:00 - [Ep 34 - The Silent Tax Bomb That Could Cost You in Retirement](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-34-the-silent-tax-bomb-that-could-cost-you-in-retirement) — 2026-05-20T07:00:00+00:00 - [Ep 33 - Maximize Your Business Valuation Before You Exit with Stephen Hilborn & Timothy Hosie](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-33-maximize-your-business-valuation-before-you-exit-with-stephen-hilborn-timothy-hosie) — 2026-05-06T04:00:00+00:00 - [Ep 32 - Investing During Uncertainty: War, Elections & Your Money](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-32-investing-during-uncertainty-war-elections-your-money) — 2026-04-22T07:00:00+00:00 - [Ep 31 - Chad Derowitsch: Build Muscle, Live Longer in Retirement](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-31-chad-derowitsch-build-muscle-live-longer-in-retirement) — 2026-04-08T07:00:00+00:00 - [Ep 30 - How AI Is Reshaping Wealth Management and Your Future](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-30-how-ai-is-reshaping-wealth-management-and-your-future) — 2026-03-25T07:00:00+00:00 - [Ep 29 - Home Care Services and How to Fund Them with Brad Haag](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-29-home-care-services-and-how-to-fund-them-with-brad-haag) — 2026-03-11T07:00:00+00:00 - [Ep 28 - Beyond Investing: What a Personal CFO Really Does](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-28-beyond-investing-what-a-personal-cfo-really-does) — 2026-02-25T07:00:00+00:00 - [Ep 27 - Slash Property Taxes: Eric Owens' Proven Appeal Methods](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-27-slash-property-taxes-eric-owens-proven-appeal-methods) — 2026-02-11T07:00:00+00:00 - [Ep 26 - Gift Tax Exclusion: Smart Strategies For Tax-Free Giving](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-26-gift-tax-exclusion-smart-strategies-for-tax-free-giving) — 2026-01-28T07:00:00+00:00 - [Ep 25 - Innovative Tax Planning Strategies For 2026 With Christine Nosbush ​​](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-25-innovative-tax-planning-strategies-for-2026-with-christine-nosbush) — 2026-01-14T07:00:00+00:00 - [Ep 24 - Retirement Account Consolidation: Protecting Aging Parents](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-24-retirement-account-consolidation-protecting-aging-parents) — 2025-12-23T07:00:00+00:00 - [Ep 23 - Business Succession Planning: When To Start With Jeff Coppaken](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-23-business-succession-planning-when-to-start-with-jeff-coppaken) — 2025-12-10T07:00:00+00:00 - [Ep 22 - Bull Market Turns Three: What Investors Need To Know Now](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-22-bull-market-turns-three-what-investors-need-to-know-now) — 2025-11-19T07:00:00+00:00 - [Ep 21 - Metcalf Partners Women's Financial Planning Event: Tara Renze On Being Who You Came To Be](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-21-metcalf-partners-women-s-financial-planning-event-tara-renze-on-being-who-you-came-to-be) — 2025-11-05T07:00:00+00:00 - [Ep 20 - Big 2025 Tax Reform Changes: What the OBBBA Means for Your Money](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-20-big-2025-tax-reform-changes-what-the-obbba-means-for-your-money) — 2025-10-22T07:00:00+00:00 - [Ep 19 - Revolutionize Estate Planning: AI-Powered Tools & Expert Advice with Eva Deniz](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-19-revolutionize-estate-planning-ai-powered-tools-expert-advice-with-eva-deniz) — 2025-10-08T07:00:00+00:00 - [Ep 18 - Benefits of Naming a Corporate Trustee with Randy Kimmel](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-18-benefits-of-naming-a-corporate-trustee-with-randy-kimmel) — 2025-09-10T07:00:00+00:00 - [Ep 17 - Decoding Social Security for Retirement Planning](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-17-decoding-social-security-for-retirement-planning) — 2025-08-27T07:00:00+00:00 - [Ep 16 - Navigating Interest Rates and Home Loan Strategies With Jared Bahr](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-16-navigating-interest-rates-and-home-loan-strategies-with-jared-bahr) — 2025-08-13T07:00:00+00:00 - [Ep 15 - Executive Edge: Understanding Elite Employee Benefits](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-15-executive-edge-understanding-elite-employee-benefits) — 2025-07-30T07:00:00+00:00 - [Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-14-unlocking-business-growth-with-brent-taylor-s-fractional-cfo-expertise) — 2025-07-16T07:00:00+00:00 - [Ep 13 - The Business of Planning: Financial Strategies for Business Owners](https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-13-the-business-of-planning-financial-strategies-for-business-owners) — 2025-06-25T06:00:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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