Metcalf Money Moment the Podcast

By Jeb Graham, Ethan Hutcheson, & Eric Wymore

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Category: Investing

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Episodes: 8

Description

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 inheritance planning. Each episode is designed to inspire action and enhance your financial confidence. This podcast is also an essential resource for financial professionals, including CPAs, estate attorneys, and referral partners. Gain valuable insights into wealth management, trust building, business planning, and independent advisory services to better serve your clients and enhance your expertise. Our discussions provide the tools to deepen relationships and stay ahead in the financial industry. At Metcalf Money Moment the Podcast, we believe in making financial education accessible and impactful. Join us to discover how thoughtful, proactive planning can transform your financial future. Subscribe today to ensure you never miss an episode, and start making every money moment count! Meet the Hosts: Jeb Graham is the CEO and Managing Partner at Metcalf Partners Wealth Management. Before founding Metcalf Partners, he was a Financial Advisor in Overland Park, KS. Active in the Kansas City community, Jeb serves on the Kansas City Chapter Board of Entrepreneur Organization (EO). He holds a Finance degree from Kansas State University and a CFP® designation, with additional executive education in retirement planning from Wharton. Ethan Hutcheson is a Partner and Financial Planner at Metcalf Partners, passionate about helping people prepare, plan, and execute. With a career in Financial Services, his expertise spans Financial Planning, Tax, and Investment Management. Outside work, Ethan enjoys hunting, cycling, and outdoor activities with his wife Shanna and their sons, Rhett and Levi. Eric Wymore is a Partner and Wealth Manager at Metcalf Partners Wealth Management, with a career dedicated to wealth management. As an Accredited Investment Fiduciary, he prioritizes acting in clients’ best interests. Originally from southeast Iowa, Eric has lived in Kansas City for 20 years with his wife Becky and their sons, Gabe and Nolan. He holds a Finance degree from Iowa State University. Metcalf Website: https://www.metcalfpartners.com/

Episode Date
Ep 7 - Mastering Early Retirement: Social Security, Health Insurance, and More
Apr 02, 2025
Ep 6 - Making Sense of Health Insurance When Retiring: Expert Insights with Matt Sturgeon and Phil Walters
Mar 19, 2025
Ep 5 - Maximizing Your Wealth: What to Do When You Inherit Money
Mar 05, 2025
Ep 4 - Erik Rome on Estate Planning: Navigating Probate and Choosing the Right Trustee
Feb 19, 2025
Ep 3 Early Financial Planning: Why January Is the Key to a Successful Year
Jan 29, 2025
Ep 2 Annie Burndrett Maximizing Your Philanthropy: Charitable Giving Through the Greater Kansas City Community Foundation
Jan 29, 2025
Ep 1 Navigating Wealth and Planning with Metcalf Money Moment
Jan 29, 2025
Metcalf Money Moment- The Podcast Trailer
Jan 22, 2025