{"podcast":{"title":"Metcalf Money Moment the Podcast","slug":"metcalf-money-moment-the-podcast-7170754","podcast_index_feed_id":7170754,"rss_url":"https://feeds.captivate.fm/metcalf-money-moment/","website_url":"https://metcalf-money-moment.captivate.fm","image_url":"https://artwork.captivate.fm/a1610ea5-8537-4785-b26a-83238eb64f3a/9Aof_JEhIIkTkhbjN-03B1xu.jpg","author":"Jeb Graham, Ethan Hutcheson, & Eric Wymore","episode_count":38,"summary":"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…","last_synced_at":"2026-07-08T16:19:44.427130+00:00","page_url":"https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754"},"episode":{"title":"Ep 13 - The Business of Planning: Financial Strategies for Business Owners","slug":"ep-13-the-business-of-planning-financial-strategies-for-business-owners","published_at":"2025-06-25T06:00:00+00:00","page_url":"https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-13-the-business-of-planning-financial-strategies-for-business-owners","show_page_url":"https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754","url":"https://metcalf-money-moment.captivate.fm/episode/ep-13-the-business-of-planning-financial-strategies-for-business-owners","audio_url":"https://episodes.captivate.fm/episode/6b7c16fa-847c-409b-a51e-a090a5657b29.mp3","summary":"Are you a small business owner wondering how to plan for retirement or what your business is really worth? Have you thought about your exit strategy—or what happens if something unexpected takes you out of the game? Whether you're just starting to think about retirement planning or already navigating the complexities of being a business owner, this episode is for you. In this episode, hosts Jeb, Ethan, and Eric dive into the three key types of clients they serve at Metcalf Partners. While they support emerging affluent individuals and those nearing retirement, today’s conversation focuses on the business owner. From selecting the right retirement plan and managing risk with insurance to preparing your business for sale and planning for succession, this episode offers crucial insights to help business owners take control of their financial future. IN THIS EPISODE:  (00:46) Metcalf Partners has three key client groups. Today, we focus on the business owner  (03:12) Ethan discusses three main employer retirement planning strategies (11:59) Eric discusses risk management through insurance (16:46) Discussion of multiple business owners (20:04) Making an exit strategy from your business and continuity (22:26) Pricing your business for sale KEY TAKEAWAYS:  Metcalf Partners serves three primary client groups: emerging affluent individuals, those at or near retirement, and small business owners, with a particular focus on small business owners in this episode. They offer tailored financial strategies for each group, including retirement planning, insurance solutions, and business exit strategies. Solo 401(k) plans are ideal for small business owners, particularly those who are husband-and-wife teams. They offer high contribution limits, Roth options, low costs, a…","meta_description":"Are you a small business owner wondering how to plan for retirement or what your business is really worth? Have you thought about your exit strategy—or wh…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1801,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/metcalf-money-moment-the-podcast-7170754/episodes/ep-13-the-business-of-planning-financial-strategies-for-business-owners/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-13-the-business-of-planning-financial-strategies-for-business-owners.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}