Episode 9: Look at the emotional side of the ledger

Episode 9: Look at the emotional side of the ledger

Wit, Wisdom, & What Matters Most podcast Episode 9 featuring Tim Hobart Kyle: The views expressed in this podcast are solely those of the hosts/guests and do not necessarily reflect the official policy or position of Moneta. Kyle: Welcome to another episode of Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast Freeman …

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Episode 5: What do you want to BE in retirement?

Episode 5: What do you want to BE in retirement?

Wit, Wisdom, & What Matters Most podcast Episode 5 featuring Steve Kyle: And welcome to another edition of Wit, Wisdom, and What Matters Most podcast with Moneta’s Gast, Freeman Troyer Racen team. My name is Kyle Luetters, joined alongside Danton Troyer. And Danton, very special guest on today’s show as we continue to talk about …

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Episode 4: They’ll take me out in a wheelbarrow!

Episode 4: They’ll take me out in a wheelbarrow!

featuring Bruce Williams Kyle: Welcome to Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined alongside Danton Troyer. Very excited for this episode because it’s someone, Danton, that, you’ll hear me mention in the actual interview, but I’m kind of a fanboy of. …

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Episode 6: What our happiest retirees have in common

Episode 6: What our happiest retirees have in common

Kyle: Welcome to another edition of Wit, Wisdom, and What Matters Most, a podcast about the nuances of life. I’m Kyle Luetters, joined by Danton Troyer, and we’re both on the Gast Freeman Troyer Racen Team at Moneta, a registered investment advisory firm. Danton, typically, we will have a guest on the show and we’re …

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Episode 3: An entrepreneur asks, “Where do you see yourself…”

Episode 3: An entrepreneur asks, “Where do you see yourself…”

Wit, Wisdom, & What Matters Most podcast Episode 3 featuring Sean Zalmanoff An entrepreneur asks, “Where do you see yourself…” Kyle: And welcome to another episode of Wit, Wisdom, and What Matters Most. It’s a podcast by Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, joined by Danton Troyer. And Danton, on …

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Episode 8: Why the six layers of WHY create success

Episode 8: Why the six layers of WHY create success

Wit, Wisdom, & What Matters Most podcast Episode 8 featuring Travis Freeman Kyle: This episode includes a book recommendation, which is intended to be helpful or interesting to the listener/reader of this podcast. The book is not intended to be a source of financial or legal advice, please consult a qualified professional before making any …

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Episode 1: Good partnerships lead to great retirements

Episode 1: Good partnerships lead to great retirements

In this episode, a recent retiree discusses how he knew it was time to retire and the shift in self-identity that transition causes. We also discuss what gets him out of bed in the morning and how he stays active, socially engaged, and mentally stimulated in retirement. Balancing his retirement while his wife is still …

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