Wit, Wisdom, & What Matters Most
Stories that go beyond financial planning to what matters most!
Episodes
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
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.
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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.
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 purp...
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....
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 inf...
Wit, Wisdom, and What Matters Most
Episode 13 Debunking social media myths
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 ...
Wit, Wisdom, & What Matters Most podcast
Episode 12 featuring Peter Biondo
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.
And Danton, a ...
Wit, Wisdom, and What Matters Most
Podcast episode 10
Kyle:
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, coming off o...
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, ...
Dr. Ellis is a current client and was not provided with any compensation for her participation in this podcast.
Kyle: Welcome to Wit, Wisdom, and What Matters Most. It’s a podcast with Moneta’s Gast Freeman Troyer Racen Team. My name is Kyle Luetters, advisor on the team, and I am joined on this podcast by Danton Troyer, a partner on the team.
Wit, Wisdom, & What Matters Most podcast
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 retirement and the conv...
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, b...
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 talking to someone about their ex...
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 ...
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 f...
In this episode, a woman who retired several years ago reveals the two words that were the sign it was time to retire, and her path for transitioning out of full-time employment. She also discusses the ways her career skills have led her shift into an active, adventurous retirement.
Episode 2
Kyle: Welcome to episode number two of Wit, Wisdom, an...
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 working creates a somewhat unique situation for them as a couple.
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