Wit, Wisdom, & What Matters Most
Stories that go beyond financial planning to what matters most!
Episodes
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 r...
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 to be.
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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 matters most. Using r...
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 Vertex Pharma...
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 situatio...
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 episod...
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” approach to fi...
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.
I&rsqu...
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 endo...
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...
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 in...
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 informational and educ...
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 bit of a blast from the...
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 of a holiday weekend where the fireworks were...
Wit, Wisdom, & What Matters Most podcast
Episode 11 featuring Scott Stork
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 am joined by Danton Troyer. And, Danton, on this episode, someone that we’ve gotten to know...
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 Tr...
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.
Danton, a v...
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 retirement and the conve...
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