All Things Financial
All Things Financial
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Taxes in Retirement Part 2
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…
Taxes in Retirement Part 1
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…
Why Leadership Starts With You First
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…
3 Mistakes That Quietly Hurt Your Future
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…
The Retirement Red Zone
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…
Building Wealth On Purpose
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…
Emotional Triggers and Financial Decision Making
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…
Why Time, Character, and Discipline Matter in Investing
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…
The Art of Encouragement and Authentic Leadership with Jordan Montgomery
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…
Growth, Humility, and the Path to Leadership
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…
Questions You Shouldn't Ask Your Financial Advisor
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…
"Nerve-wracking" Questions to Ask Your Financial Advisor
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…
Leadership, Financial Peace, and Thinking Like God with Keith Craft
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…
Redefining Success After 60
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…
Having a Plan When You Don’t Have Long-Term Care
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…
5 Things To Maximize Your Retirement
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…
Is College Still Worth It?
How can you evaluate whether a college degree will pay off for your specific career goals?This episode explores whether college is still a worthwhile investment in a world where tuition is rising and…
The Billion Dollar Wedding Industry
How can rising wedding costs impact your long-term financial stability and retirement prospects?In this episode, Trey and Yelisey break down the booming wedding industry and reveal how its rising…
How to Turn Any Crisis into a Comeback with Dr. Mark Rutland
What can you learn from Dr. Mark Rutland about turning personal faith into professional resilience?In this episode, Trey and Yelisey chat with Dr. Mark Rutland about what it takes to turn a crisis…
Confessions of a Financial Advisor
What really happens behind the scenes when financial advisors try to help clients stay on track?In this episode, Trey and Yelisey open up about the real challenges financial advisors face behind…
Frequently Asked Questions
All Things Financial has published 68 episodes since February 2024, covering topics in Business, Education.
All Things Financial is currently highly active with new episodes every 2 weeks. Average episode length is 40m.
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