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 …
Episode 16 with guest Sarah Renieri Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information discussed in this podcast is for informational and educational purposes only and any endorsements were …
Wit, Wisdom, and What Matters Most Episode 15 Year-end tips & pitfalls Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information discussed in this podcast is for informational and educational …
Wit, Wisdom, and What Matters Most Podcast Episode 14 Giving Thanks Kyle: Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information discussed in this podcast is for informational and educational purposes …