Most financial advice is designed to be simple. The challenge is that real life rarely is simple. In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explore why many common financial rules can fall short, especially for affluent families navigating retirement, wealth transitions, and complex financial decisions. Through practical …
Career success can look great from the outside while quietly costing you more than you realize. In this episode, Sara Bell shares what happened when years of high performance, constant responsibility, and perfectionism finally caught up with her, and how she rebuilt a life and career that felt more aligned with who she truly wanted …
Success can feel like the finish line, but it’s often where the real risk begins. When everything is going right, it’s easy to lose focus on what actually matters most. In this episode, Danton Troyer and Kyle Luetters explore what happens when life and career are going well, and why that’s exactly when intentional planning …
What if the biggest financial mistake high earners make isn’t what they invest in, but when they start paying attention? What if the habits you build early quietly shape everything about your future freedom? In this episode, Danton Troyer and Kyle Luetters sit down with Ciaran Brady, Vice President of Manufacturing, Science, and Technology at …
Family conversations about money are rarely just about money. They’re about expectations, relationships, and decisions that can shape generations. In this episode, Danton Troyer and Kyle Luetters share real stories from guiding families navigating complex financial and emotional dynamics. They explore what separates families who move through these situations with clarity from those who struggle, …
What happens to your mindset about money after you’ve achieved career success? In this conversation, retired global biotech executive Tony Bower, PhD, shares how ambition, family, and financial clarity reshape the way we think about spending and purpose in retirement. This episode explores the psychology of spending after success. Tony reflects on growing up in …
What does it really mean for a financial advisor to act as a “Family CFO?” In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explain how financial planning goes far beyond investments and into the real decisions that shape a person’s life. Danton and Kyle discuss their “Family CFO” …
The most powerful lessons in wealth and leadership rarely come from spreadsheets or market charts. They come from real experiences, difficult decisions, and the stories people carry with them along the way. In this episode, Danton Troyer and Kyle Luetters share the story behind Wit, Wisdom, and What Matters Most and the reason they chose …
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. Join us for this journey as we explore the moments that shape …
Wit, Wisdom, and What Matters Most Beyond on peanut butter method of philanthropy Podcast Episode 17 with guest Dub Dubin Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters. I’m joined by Danton Troyer, Danton talking …