Metcalf Money Moment the Podcast

Looking for trusted financial planning, retirement planning, wealth management, investing, tax planning, and estate planning advice you can actually use? Welcome to Metcalf Money Moment – The Podcast, where individuals, families, business owners, professionals, and retirees gain practical financial planning strategies to build wealth, prepare for retirement, reduce taxes, protect assets, and make confident financial decisions. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore of Metcalf Partners Wealth Management, each episode delivers expert financial planning insights, retirement planning strategies, wealth management guidance, and investment knowledge designed to help you navigate today's financial landscape with confidence. Drawing on decades of experience, the hosts simplify complex financial topics into practical conversations that help you avoid costly mistakes and make informed decisions for your future. Whether you're preparing for retirement, growing your investments, planning for a major life transition, selling a business, managing significant wealth, or creating a legacy for future generations, you'll gain actionable financial planning advice that can be applied to real-life situations. Each episode explores topics including: • Financial planning, wealth management, and personal finance strategies • Retirement planning, retirement income, and Social Security decisions • Investing, investment management, and building long-term wealth • Tax planning, estate planning, trusts, and legacy planning • Business succession, exit planning, and financial planning for business owners • Market trends, economic insights, and financial strategies for major life transitions If you're approaching retirement, you'll learn how to create reliable retirement income, optimize Social Security decisions, manage investment risk, reduce taxes, and develop a retirement plan that supports the lifestyle you've worked hard to achieve. If you're a business owner or entrepreneur, you'll discover strategies for business valuation, succession planning, exit planning, tax considerations, liquidity planning, and preparing your business for a successful sale or transition. If you're focused on building and preserving wealth, you'll gain practical guidance on investing, wealth management, estate planning, family wealth conversations, charitable giving, trust planning, and creating a lasting financial legacy. Financial professionals, CPAs, attorneys, and trusted advisors will also benefit from timely discussions on financial planning best practices, wealth management trends, retirement strategies, investment planning, tax-efficient wealth transfer, and opportunities to better serve their clients. At Metcalf Partners Wealth Management, we believe financial planning should be practical, understandable, and actionable. Our mission is to help people make smarter financial decisions through education, thoughtful planning, and personalized wealth management strategies that align with their goals, values, and long-term vision. Whether you're just beginning your financial journey, preparing for retirement, managing investments, growing your wealth, protecting your family, planning your estate, or building a legacy for future generations, Metcalf Money Moment – The Podcast delivers trusted financial planning, retirement planning, wealth management, investing, and personal finance insights to help you make every money moment count. About the Hosts Jeb Graham, CFP® is CEO and Managing Partner of Metcalf Partners Wealth Management and specializes in wealth management, retirement planning, and helping business owners navigate complex financial decisions. Ethan Hutcheson is a Partner and Financial Planner whose expertise includes financial planning, investment management, and tax-focused strategies designed to help clients prepare for the future. Eric Wymore, AIF® is a Partner and Wealth Manager focused on investment stewardship, fiduciary guidance, and helping

Metcalf Money Moment the Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Metcalf Money Moment the Podcast, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #40

  Ep 40 - Should You Buy an IPO? What Most Investors Get Wrong

  Aug 19, 202621 min

  IPO (Initial Public Offering) investing sounds thrilling, but the data tells a very different story. On this episode of Metcalf Money Moment, Jeb, Ethan, and Eric explain why buying a stock on IPO day, from SpaceX to Meta and Uber, often leads to painful drawdowns for everyday investors. They discuss behavioral finance, the fear of missing out, and why dollar cost averaging may beat chasing hype. Diversification and a solid financial plan help protect your portfolio from IPO volatility during those early, unpredictable months. Should you buy a stock on IPO day? This episode helps you decide before you invest your hard-earned money. What you will learn in this Episode: ✅ Why the average IPO jumps 19% on day one of trading, then can face a brutal drawdown of over 50% within the first year on the market. ✅ How behavioral finance and fear of missing out drive herd mentality around hyped up IPOs like SpaceX, Meta, and Uber. ✅ Why diversification and a strong financial plan matter more than chasing the next hyped up stock market debut with your retirement dollars. Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey! TIMESTAMPS: 00:00 The question: Should you buy an IPO on its very first trading day 04:51 What the IPO investing process actually is and why companies choose to go public 10:02 Behavioral finance, herd mentality, and the SpaceX IPO frenzy in real time 14:54 Financial planning perspective on diversification and protecting your portfolio from IPO risk 16:12 Why dollar cost averaging beats trying to time a hyped up stock market debut perfectly every time 18:37 Closing thoughts on patience, long-term investing, and lessons from the Amazon stock story KEY TAKEAWAYS: Nearly two out of three IPOs underperform the broader stock market over the following three years after going public. Dollar cost averaging into a quality company over time often beats trying to time the IPO day itself perfectly. A solid financial plan and diversification protect your retirement savings from sudden IPO volatility and market hype. DISCLAIMER: This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor. RESOURCES MENTIONED: Metcalf Partners - Website Jeb Graham - LinkedIn Ethan Hutcheson - LinkedIn Eric Wymore - LinkedIn Metcalf Money Moment, Jeb Graham, Ethan Hutcheson, Eric Wymore, Estate Planning, IPO Investing, IPO, Initial Public Offering, Stock Market, SpaceX IPO, Behavioral Finance, Dollar Cost Averaging, Diversification

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  Episode #39

  Ep 39 - Retirement Clarity: How to Know When You're Really Ready

  Aug 5, 202630 min

  Retirement planning takes more than picking a date on a calendar; it takes a real strategy for income, taxes and healthcare. On this episode of Metcalf Money Moment, hosts Jeb, Ethan and Eric walk through the retirement clarity plan, covering Social Security timing, Roth conversions, required minimum distributions and estate planning essentials. They explain how to know when you can retire, why tax diversification matters and how a solid income plan protects your family for the long run ahead. If retirement is on your horizon, this episode offers a practical roadmap for building lasting financial security. What you will learn in this Episode: ✅ Learn how to know when you can retire by weighing your needs, wants and inflation, then stress testing the plan with Monte Carlo analysis. ✅ Understand why tax diversification, Roth conversions and required minimum distributions determine how much of your retirement paycheck you actually keep. ✅ Discover how cash reserves, spousal benefits and a trusted financial advisor team come together to protect your income and your family. Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey! TIMESTAMPS: 00:00 Why a Retirement Clarity Plan matters for anyone nearing retirement 04:41 How do you know when you can retire 07:34 Ethan breaks down Retirement Income Planning, Cash Reserves and running a Monte Carlo Analysis stress test 12:53 Eric explains Tax Diversification, Roth Conversions and how Medicare and IRMAA Surcharges affect your budget 16:12 A closer look at Social Security timing, Spousal Benefits and coordinating claiming strategy 19:43 Jeb covers Estate Planning essentials, trusts, Beneficiary Designations and Qualified Charitable Distributions 25:58 Building your retirement team and why ongoing reviews keep your Retirement Paycheck on track KEY TAKEAWAYS: A written estate plan, including Beneficiary Designations and updated account titling, protects your family far better than assuming things will sort themselves out. Long-Term Care Insurance and proper Inflation Planning keep unexpected costs from derailing decades of careful saving. A Donor-Advised Fund lets you take a tax deduction now while deciding later which charities receive your generosity. DISCLAIMER: This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor. RESOURCES MENTIONED: Metcalf Partners - Website Jeb Graham - LinkedIn Ethan Hutcheson - LinkedIn Eric Wymore - LinkedIn Ep 2. Annie Burndrett Maximizing Your Philanthropy Metcalf Money Moment, Jeb Graham, Ethan Hutcheson, Eric Wymore, Estate Planning, Retirement Planning, Social Security, Medicare, Roth Conversions, Required Minimum Distributions, Estate Planning, Tax Efficient Withdrawals, Long Term Care Insurance, IRMAA Surcharges

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  Episode #38

  Ep 38 - The Real Cost of Waiting to Hire a Financial Advisor

  Jul 22, 202625 min

  Financial advisor strategies are the focus as Jeb, Ethan, and Eric break down the real cost of procrastination. Tax planning windows close every year you wait. The hosts explore how portfolio rebalancing prevents costly drift, why the timing of Roth conversions matters more than most people realize, and how behavioral coaching from a trusted advisor can prevent emotional decisions that derail decades of progress. From missed tax loss harvesting cycles to life insurance premiums that rise with age, the compounding effect of delay touches every corner of your financial planning journey. This episode makes the case that a written financial plan is not a luxury for later. It is the foundation on which your future is built right now. What you will learn in this Episode: How missing annual tax planning windows, including Roth IRA contributions, tax loss harvesting, and Roth conversion timing, creates a compounding gap of lost opportunity that you can never fully recover. Why portfolios left unattended experience portfolio drift, shifting from a balanced allocation to a concentrated risk profile that only reveals itself when market volatility strikes at the worst possible moment. How behavioral coaching from a financial advisor protects you from emotionally driven decisions like selling during downturns or chasing returns on high-profile IPOs that statistically underperform in their first year. Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey! TIMESTAMPS: 00:00 Ethan explains missed tax planning opportunities, including Roth IRA contributions and tax loss harvesting cycles 07:00 Eric covers portfolio drift, portfolio rebalancing, and the risks of account sprawl in a DIY investment approach 11:31 Jeb discusses the behavioral coaching value of an advisor and how emotional selling destroys long-term wealth management 16:25 Ethan highlights the compounding effect of delay on life insurance costs, estate planning, and financial planning decisions 18:40 Eric revisits Roth conversion strategy and why the ideal window for retirement planning is shorter than most people expect KEY TAKEAWAYS: A five-year delay in financial planning is not one missed plan. It is five missed cycles of tax planning, portfolio rebalancing, and strategic opportunities that cannot be recovered retroactively. Portfolio drift is a silent risk. A balanced investment strategy can quietly shift toward dangerous concentration during a bull market, leaving investors exposed when market volatility eventually arrives. The greatest hidden value of a financial advisor is not investment returns. It is the behavioral guardrail that prevents a single emotional decision from wiping out more value than years of advisory fees would ever cost. DISCLAIMER: This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor. RESOURCES MENTIONED: Metcalf Partners - Website Jeb Graham - LinkedIn Ethan Hutchison - LinkedIn Eric Wymore - LinkedIn

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  Episode #37

  Ep 37 - Stop Leading Alone: Peer Groups That Transform Business with Dan Cooper

  Jul 8, 202619 min

  What if the most powerful tool for growing your business was simply being in the right room? Peer advisory groups are changing how business owners lead, grow, and connect. On Metcalf Money Moment, Jeb, Ethan, and Eric sit down with Dan Cooper, CEO of Acumen, to unpack the real value of executive coaching and mastermind groups for today's leaders. Dan shares how bringing diverse professionals together sparks a personal renaissance through what he calls the Medici Effect. From accountability partnerships to faith-infused leadership development, this conversation goes beyond profit and digs into the whole person. Whether you run a startup or scale a billion-dollar operation, there is a peer group built for your season. What you will learn in this Episode: ✅ How peer advisory groups create powerful accountability that drives real change in your business and personal life, moving leaders from isolation to intentional community built on trust and shared experience. ✅ Why executive coaching combined with mastermind group dynamics produces the Medici Effect, helping business owners collect best practices across industries to accelerate their own business growth. ✅ How Acumen's faith-infused approach to leadership development encourages whole-person conversations covering family, health, and faith alongside profit and business performance. Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey! TIMESTAMPS: 00:00 Dan Cooper on why executive leadership feels isolating and the power of peer advisory groups 02:25 Meet Dan Cooper, CEO of Acumen, and the mastermind group model 03:52 What makes a great peer advisory group member: ownership, decision-making, and business stage 05:23 How Acumen's faith-based leadership approach creates a safe space for whole-person conversations 08:30 Real stories of business owners tackling family, toxic employees, and business challenges together 14:26 Acumen's business growth expansion into Denver, St. Louis, and Phoenix and what cities share KEY TAKEAWAYS: 💎 Leadership at the top is not lonely; it is isolating, and the antidote is a trusted peer advisory group where you receive as much as you give. Dan Cooper built Acumen on this truth. 💎 The most valuable outcome of mastermind groups is not one great idea but ongoing accountability. When you commit to something in front of peers, real and lasting change follows in your business performance. 💎 Faith-based business communities like Acumen create permission for deeper conversations. When one person is vulnerable about a hard challenge, it opens the door for everyone to bring their full selves to the table. ABOUT THE GUEST: Dan Cooper co-founded ej4, a video-based online training company, in 2003 and served as its CEO until its sale in 2012. During his time with ej4, he grew the company from a startup to a nationally-recognized firm, serving clients including Pepsi-Cola, Dr. Pepper Snapple, Honeywell, Monsanto, and Syngenta. Channel partners included SAP and Oracle. As of 2012, ej4 was serving 1,000+ customers, delivering millions of program views, was highly profitable, and debt-free. Today, he is the CEO of Acumen, a mastermind community platform for CEOs and Owners of strong, growing companies. https://www.linkedin.com/in/dancooper2/ Podcast: https://acumenimpact.com/sharpen-podcast DISCLAIMER: This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor. RESOURCES MENTIONED: Metcalf Partners - Website Jeb Graham - LinkedIn Ethan Hutchison - LinkedIn Eric Wymore - LinkedIn

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  Episode #36

  Ep 36 - What Wealthy Families Do Differently With Their Money

  Jun 24, 202622 min

  Many people think wealth building is about a lucky break. Jeb, Ethan and Eric of Metcalf Money Moment the Podcast prove otherwise. In this episode, they unpack the financial habits that quietly separate millionaires from everyone else: early investing, tax diversification, estate planning, and treating money as a tool for freedom rather than status. Whether you earn six figures or are just starting, these strategies are not exclusive to the ultra-rich. They are disciplines anyone can adopt, starting today. Tune in for a conversation that could change how you think about money for good. What you will learn in this Episode: Why wealth-building habits like paying yourself first and early investing matter more than any lucky windfall, and how starting in your 20s, even with limited cash flow, creates dramatically different outcomes over decades. How tax diversification strategies such as Roth conversions, after-tax savings accounts, and smart asset allocation help high earners avoid unnecessary tax burdens and build long-term financial freedom. Why truly wealthy families maintain organized systems, surround themselves with a professional team including CPAs and attorneys, and regularly review their estate planning to protect and grow generational wealth. Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey! TIMESTAMPS: 00:00 Introduction to wealth-building habits and common careers of millionaires 04:21 The role of early investing, discipline, and long-term investing in building real financial freedom 06:01Tax diversification, Roth conversions, and saving outside your 401 (k) for smarter retirement planning 09:06 How wealthy families approach asset allocation, diversification, and avoiding get-rich-quick traps 13:14 Using money as a tool: experiences, philanthropy, estate planning, and generational wealth conversations and book recommendations 17:12 Final thoughts on building wealth KEY TAKEAWAYS: Wealth building is not about hitting a lucky investment. The wealthiest families Jeb, Ethan and Eric work with built their net worth through decades of consistent saving, long-term investing and disciplined financial planning, not windfalls or market timing. Tax diversification is one of the most overlooked tools in wealth management. Balancing pre-tax, post-tax, and Roth accounts helps protect families from excessive tax burdens in retirement, especially when required minimum distributions come into play. Wealthy families do not just accumulate money. They use it with purpose, funding experiences, practicing philanthropy, teaching their children about money, and building generational wealth through intentional giving and strong estate planning. DISCLAIMER: This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor. RESOURCES MENTIONED: Metcalf Partners - Website Jeb Graham - LinkedIn Ethan Hutchison - LinkedIn Eric Wymore - LinkedIn The Richest Man in Babylon - Book Die With Zero - Book The Millionaire Next Door - Book

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