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All Things Financial

All Things Financial

Auteur(s): Guardian Wealth Management
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À propos de cet audio

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://AtfPodcast.com© 2024 Développement personnel Finances personnelles Réussite Économie
Épisodes
  • Defining True Wealth Beyond Just Money and Numbers
    Sep 30 2025

    How might defining wealth differently change the way you live and how you retire?

    In this episode, Trey Peterson and Yelisey Kuts kick off Season Two with a candid conversation about redefining wealth, building stability, and balancing career choices with personal passions. They share personal stories, financial lessons, and insights from working with clients across all stages of life. The discussion challenges common myths about money, entrepreneurship, and success, offering practical guidance for creating lasting financial peace.


    What you’ll learn in this episode:


    (00:44) Why All Things Financial is expanding to cover fresh insights for younger and older audiences alike.

    (03:02) How true wealth is more about freedom and peace of mind than numbers in an account.

    (04:47) Why chasing income without considering fulfillment can lead to dissatisfaction.

    (09:26) How successful careers balance passion, skills, and necessary but less enjoyable tasks.

    (13:35) Why discovering your unique talents is key to long-term success.

    (17:18) How to focus on people who are truly aligned with your goals.

    (24:03) Why mastering financial basics like savings and debt payoff creates stability and long-term wealth.

    (28:26) How entrepreneurs can manage risk without betting everything on one idea.


    Learn more about Trey C. Peterson, Yelisey Kuts, and "All Things Financial”: https://ATFPodcast.com


    Subscribe to the podcast:


    * Apple Podcasts: https://apple.co/46Ofekh

    * Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi

    * YouTube: https://www.youtube.com/@allthingsfinancialshow


    In this podcast, Trey C. Peterson & and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit atfwealth.com to learn more!


    Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.


    Schedule a meeting with us:


    * Trey Peterson: trey@atfwealth.com

    * Yelisey Kuts: yelisey@atfwealth.com

    * Phone: (612) 286-0580


    Trey Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership.


    Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He has a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015.


    All Things Financial serves clients in the greater Minneapolis-St. Paul metro area, across the upper Midwest and throughout nineteen states nationwide. Our advisory team provides fiduciary advice and services to individuals, businesses, and nonprofit organizations. Our mission is to help you: Retire once, Retire well.


    This episode was...

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    35 min
  • BONUS Episode: Hospital patients are even safer today than they were in 2019 — with Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association
    Dec 17 2024

    With Guest: Dr. Chris DeRienzo, Chief Physician Executive & Senior Vice President, American Hospital Association

    Hospital patients are even safer today than they were in 2019. That’s according to a new report by the American Hospital Association (AHA). Retirement.Radio’s Matt McClure speaks with Dr. Chris DeRienzo with the AHA about the study, what led to the results, and how lessons learned from the pandemic are helping improve patient outcomes.

    Schedule Your Meeting:

    Trey Peterson --- trey@gwealth.com

    Yelisey Kuts --- yelisey@gwealth.com

    Phone Number --- (612) 286-0580

    Subscribe to the YouTube Page:
    https://www.youtube.com/Allthingsfinancial

    About Guardian Wealth Strategies:
    Today, Guardian Wealth Strategies serves clients in the greater Minneapolis-St. Paul metro area, across the upper Midwest and throughout nineteen states nationwide. Their dedicated advisory team provides professional fiduciary advice and services to both individuals, businesses, and nonprofit organizations.

    Trey Peterson is a Retirement Planning Specialist with Guardian Wealth Strategies and a Partner of All Things Financial. He and his business partner Yelisey have created a one-stop shop for those in and nearing retirement. Our mission is to help you: Retire once, Retire well. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership.

    Yelisey Kuts is a Fiduciary Wealth Advisor with Guardian Wealth Strategies and a Partner of All Things Financial. He has a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey is also an educator. Since 2015, Yelisey has been teaching evening classes on a wide range of retirement topics.

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    8 min
  • The Real Impact of Inflation on Your Retirement
    Nov 22 2024

    Inflation is more than just rising prices—it’s a silent force that can erode your retirement savings and impact your financial security. In episode 31 of All Things Financial, Trey and Yelisey explore how inflation affects federal retirees and their long-term planning.

    Learn strategies to protect your purchasing power, make the most of your retirement benefits, and ensure your savings keep pace with rising costs. Whether you're already retired or planning, this episode is packed with insights to help you navigate the challenges of inflation.

    Nobody cares more about your money than you do. But Yelisey and Trey like to think of ourselves as a close second! The guys provide an extensive level of knowledge and service in key areas concerning retirement strategies. This includes tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. We are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more!

    Have questions about retirement planning or other financial topics? Send Yelisey, and Trey an email and the topic could be featured in future episodes! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge.

    Schedule Your Meeting:

    Trey Peterson --- trey@gwealth.com

    Yelisey Kuts --- yelisey@gwealth.com

    Phone Number --- (612) 286-0580

    Subscribe to the YouTube Page:
    https://www.youtube.com/Allthingsfinancial

    About Guardian Wealth Strategies:
    Today, Guardian Wealth Strategies serves clients in the greater Minneapolis-St. Paul metro area, across the upper Midwest and throughout nineteen states nationwide. Their dedicated advisory team provides professional fiduciary advice and services to both individuals, businesses, and nonprofit organizations.

    Trey Peterson is a Retirement Planning Specialist with Guardian Wealth Strategies and a Partner of All Things Financial. He and his business partner Yelisey have created a one-stop shop for those in and nearing retirement. Our mission is to help you: Retire once, Retire well. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership.

    Yelisey Kuts is a Fiduciary Wealth Advisor with Guardian Wealth Strategies and a Partner of All Things Financial. He has a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey is also an educator. Since 2015, Yelisey has been teaching evening classes on a wide range of retirement topics.

    Voir plus Voir moins
    43 min
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