{"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 19 - Revolutionize Estate Planning: AI-Powered Tools & Expert Advice with Eva Deniz","slug":"ep-19-revolutionize-estate-planning-ai-powered-tools-expert-advice-with-eva-deniz","published_at":"2025-10-08T07:00:00+00:00","page_url":"https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754/ep-19-revolutionize-estate-planning-ai-powered-tools-expert-advice-with-eva-deniz","show_page_url":"https://stenobird.com/podcast/metcalf-money-moment-the-podcast-7170754","url":"https://metcalf-money-moment.captivate.fm/episode/exploring-alternative-investments-private-equity-real-estate-and-more-ep-19","audio_url":"https://episodes.captivate.fm/episode/e04ffbd3-808f-4537-8a9e-a9041c11115d.mp3","summary":"Can Estate Planning be simplified? With Wealth.com’s innovative tools, like the AI extractor tool and visualizations, the answer is yes. Join Jeb, Ethan, and Eric on the Metcalf Money Moment podcast as they host Eva Deniz to explore how estate planning transforms with Wealth.com. Learn how financial advisors can streamline the creation of revocable trusts, wills, and other estate planning documents, making the process more intuitive and cost-effective. Learn to navigate emotional hurdles and ensure your plan mirrors your expectations. What you will Learn in this Episode: How Wealth.com enhances Estate Planning for advisors and clients. Benefits of the AI extractor tool for updating existing plans. Role of the attorney network in supporting deed services. Using the pre-meeting worksheet to ease client account setup. Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies to unlock financial clarity and confidence. Listen now to inspire your financial journey! TIMESTAMPS:   00:00 Estate Planning can be emotional. A pre-meeting worksheet and estate planning checklist give clients time to plan. 06:38 Eva highlights the AI extractor tool for visualizing and updating outdated revocable trusts, wills, and medical directives.  13:00 The intuitive document wizard eliminates legalese, and the attorney network offers a pre-negotiated rate. 16:45 Discussion of consultation rate for clarifying complex wills and trusts, highlighting Wealth.com’s value in simplifying legal jargon. 19:15 Metcalf is partnering with Wealth.com, emphasizing faster Estate Planning processes for clients using the client account and document wizard. KEY TAKEAWAYS: &nbsp…","meta_description":"Can Estate Planning be simplified? With Wealth.com’s innovative tools, like the AI extractor tool and visualizations, the answer is yes. Join Jeb, Ethan,…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1296,"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-19-revolutionize-estate-planning-ai-powered-tools-expert-advice-with-eva-deniz/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-19-revolutionize-estate-planning-ai-powered-tools-expert-advice-with-eva-deniz.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}