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Hosted by Trey Peterson · 🇺🇸 US · EN · 70 episodes
Established thought leaders with verified media credentials.
Hosted by Trey Peterson & Yelisey Kuts.All Things Financial provides an extensive level of knowledge surrounding retirement and retirement strategies. This includes tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. To Learn More About All Things Financial: https://Atfwealth.com
Trey Peterson hosts All Things Financial, a business show with 70 episodes published.
How to Build a Winning Company Culture: Core Values, Leadership, and Morale | All Things Financial Podcast 00:00 Welcome and Culture Topic 01:16 What Culture Really Means 02:23 Core Values Must Be Lived 03:47 Hiring and
Here's a caption draft for All About Annuities , following the same structure minus timestamps since those aren't available yet: Are annuities a guaranteed paycheck for life, or a costly product that's misunderstood by m
Are you focusing too much on a single nest egg target instead of building a guaranteed, lifelong income stream? Retirement is one of the biggest financial and lifestyle transitions you may ever make, and this episode exp
Why does a significant increase in your salary rarely translate to a larger balance in your bank account? In this episode, Trey and Yelisey unpack how lifestyle inflation can quietly erase financial progress, even when i
When does a Roth conversion make sense for YOUR retirement plan? In this episode, Trey and Yelisey continue their conversation on taxes in retirement by explaining how tax diversification can give retirees more flexibili
Did you know there’s a specific order of withdrawals that can help maximize retirement savings? Taxes can quietly become one of the biggest factors in how much retirement income investors and retirees actually keep. In t
If your professional title were removed today, would those around you still view you as a leader based on your actions? This episode breaks down the foundational principles of leadership, starting with the often-overlook
Are you just sitting on your money when you could be telling it where to go? Trey and Yelisey discuss the subtle, non-dramatic financial errors that can significantly hinder a person's ability to retire well. The episode
When is the right time to start drawing income from savings? This episode explores the "Retirement Red Zone," the critical period spanning the final years of work and the beginning of retirement when investors must shift
What habits help ordinary earners accumulate significant wealth over time? This episode focuses on the fundamental shift from reactive, emotional money management to a disciplined, purpose-driven approach to building wea
Are temporary emotional reactions leading to permanent, negative consequences for your retirement portfolio? Financial mistakes are often rooted in emotional triggers like fear, greed, and scarcity rather than a lack of
In this episode, Sophia Skoog interviews Yelisey Kuts to uncover the personal experiences and lessons that shaped his approach to investing and advising clients. Through stories, analogies, and real-world examples, Yelis
How does authentic encouragement build trust faster than any other leadership skill? In this episode, Trey and Yelisey talk with Jordan Montgomery about the transformative power of authentic encouragement. Jordan shares
How does leadership change when it’s viewed as a lifelong process instead of a destination? In this episode, Sophia Skoog interviews Trey C. Peterson on leadership lessons learned through building a business, developing
How can identifying the "wrong" questions to ask a financial advisor actually lead to a more secure financial future? This episode breaks down common questions people ask financial advisors that often signal unrealistic
What uncomfortable questions are you perhaps not asking your financial advisor, but which are also some of the most critical questions that you should be asking them? This episode tackles the awkward financial questions
How might living by margin change your financial decision-making? In this episode, Trey, Yelisey, and guest Keith Craft explore the connection between financial discipline, leadership, and legacy. The discussion will cha
Have you given much thought to how your definition of success might change after age 60? This episode will invite you to rethink what success really means after age 60 and why mindset matters as much as preparation. Trey
Which long-term care funding strategy best aligns with your assets, retirement goals, and risk tolerance? In this episode, Trey and Yelisey explore how long-term care needs can dramatically impact retirement—financially,
How can you structure your investments so your money lasts as long as you do or perhaps even longer? In this episode, Trey and Yelisey outline practical strategies to help you build a retirement plan that withstands mark
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All Things Financial is hosted by Trey Peterson. The show is categorised under business (investing) and has published 70 episodes.
All Things Financial has published 70 episodes.
All Things Financial regularly covers business, investing, education. It sits in the business category, with a investing focus.
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All Things Financial hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of All Things Financial average 32 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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