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 costs directly affect retirees. They explain the opportunity cost behind big gifts, why delayed marriage intersects with retirement planning, and how to provide support without sacrificing long-term financial security. From tax strategies to family dynamics, this episode will help you navigate major life-event expenses with clarity and confidence.

What you’ll learn in this episode:

(00:26) How delayed marriage trends are causing more retirees to fund weddings during their retirement years.

(02:24) Why gifting $10,000–$30,000 has a far larger long-term impact once opportunity cost and compounding are considered.

(03:34) How wedding venue choices and guest counts drastically influence total costs.

(07:50) Which financial accounts to draw from first when helping pay for a wedding.

(08:18) How the annual gift tax exclusion works.

(12:45) Why transfers of appreciated stock can sometimes be a smarter gifting strategy than giving cash.

(14:55) How timing withdrawals across multiple tax years may reduce the tax burden of a large wedding gift.

(15:33) Why giving during life differs financially from gifting through inheritance due to step-up in basis rules.

(21:55) When helping to fund a wedding, why it’s often best to give the money without any strings attached.

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

Subscribe to the podcast:

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696

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

YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1

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 https://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 C. Peterson: [email protected]

Yelisey Kuts: [email protected]

Phone: (612) 286-0580

Contact us: https://atfwealth.com/contact-us

Trey C. 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 holds 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.

At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com

This episode was produced by Story On Media: https://www.storyon.co/

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 into a comeback. From rescuing failing organizations to building thriving ministries, Dr. Rutland shares timeless lessons about flexibility, stewardship, character, and faith. This conversation blends practical financial wisdom with spiritual insight, offering hope for anyone trying to rebuild. 

Dr. Mark Rutland is an author, educator, and leadership consultant who has revitalized organizations such as Southeastern University and Calvary Church. He is the founder and director of the National Institute of Christian Leadership (NICL) and Global Servants, a ministry that fights human trafficking

What you’ll learn in this episode: 

00:11 Why flexibility is a powerful trait of effective leaders.

01:36 How Dr. Rutland helped rescue Oral Roberts University from financial collapse.

03:46 The parallels between fixing a university’s finances and managing household debt.

07:08 The difference between good debt that produces value and bad debt that drains resources.

10:29 Practical principles for saving, giving, and living below your means.

16:24 How to manage pressure, risk, and the fear of failure in leadership and life.

25:54 The story of Global Servants and the fight against human trafficking in Thailand and Ghana.

Thanks to Dr. Mark Rutland for being on the show! 

Visit https://www.globalservants.org  to learn more about the House of Grace in Thailand and Ghana or to support their mission.

Check out Dr. Rutland’s new book, Keep On Keeping On: How to Die Young ... as Old as Possible: https://amzn.to/43SbFaS 

Learn more about leadership training opportunities through the National Institute of Christian Leadership (NICL): https://www.thenicl.com/ 

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

Subscribe to the podcast: 

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 

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

YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 

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 https://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 C. Peterson: [email protected] 

Yelisey Kuts: [email protected] 

Phone: (612) 286-0580

Contact us: https://atfwealth.com/contact-us 

Trey C. 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 holds 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. 

At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com 

This episode was produced by Story On Media: https://www.storyon.co/ 

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 closed doors—from overspending clients to emotional investing and hidden purchases. Through honest stories, they reveal how transparency, planning, and partnership can make or break retirement success. This conversation offers a rare glimpse into the confessions, frustrations, and lessons learned from helping hundreds of families navigate their financial futures.

What you’ll learn in this episode:

(02:46) Why underestimating living expenses is one of the most common mistakes retirees make.

(04:32) How disconnects between spending habits and financial reality create tension for couples nearing retirement.

(08:00) Why being transparent with your spouse and advisor can prevent costly financial surprises.

(10:07) The hidden impact of big purchases on long-term financial health.

(13:19) How misleading financial advice on social media fuels risky decisions.

(20:57) Why emotions and investing don’t mix—and how advisors help clients stay objective.

(23:07) The dangers of blindly trusting financial advisors.

(32:21) Why shared responsibility and understanding between spouses are essential for a healthy financial future.

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

Subscribe to the podcast:

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696

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

YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1

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 https://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 C. Peterson: [email protected]

Yelisey Kuts: [email protected]

Phone: (612) 286-0580

Contact us: https://atfwealth.com/contact-us

Trey C. 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 holds 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.

At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com

This episode was produced by Story On Media: https://www.storyon.co/

Once extra cash flow is achieved, what is the best next step to maximize financial growth?

In this episode, Trey and Yelisey tackle a question many people face once they’ve moved beyond living paycheck to paycheck: what comes next? From self-investment and business growth to real estate and credit strategy, your hosts outline the key steps to multiplying wealth rather than just saving it. Whether you’re newly earning extra income or ready to scale, this episode breaks down how to use cash flow as a tool for lasting financial freedom.

What you’ll learn in this episode: 

(02:20) Why investing in yourself through education, mentorship, and skill development often produces the best ROI.

(05:39) How building your value at work can multiply your income.

(07:31) How business owners can reinvest profits for long-term growth.

(14:03) Why 401(k)s, IRAs, and Roth accounts are essential for wealth preservation.

(16:14) How real estate can build both income and equity.

(27:01) The impact of credit scores on borrowing costs, wealth creation, and financial opportunity.

(30:50) The five key steps for turning extra income into a sustainable wealth-building plan.

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

Subscribe to the podcast: 

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 

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

YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 

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 https://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 C. Peterson: [email protected] 

Yelisey Kuts: [email protected] 

Phone: (612) 286-0580

Contact us: https://atfwealth.com/contact-us 

Trey C. 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. 

At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com 

This episode was produced by Story On Media: https://www.storyon.co/ 

What are some of the most important financial differences between renting and buying a home?

In this episode, Trey and Yelisey break down the classic rent-versus-buy debate from both emotional and financial angles. They explore the true costs of homeownership, from property taxes to maintenance, and when renting might actually be the smarter option. By the end, you’ll have a clearer understanding of how to align your housing choices with both your finances and lifestyle values.

What you’ll learn in this episode: 

(00:40) How your biggest asset—your home—can act more like a savings account than an investment.

(02:37) How personal experiences and timing shape attitudes toward buying and renting.

(05:10) The pros of renting include flexibility, fewer responsibilities, and no upfront costs.

(06:03) The downsides of renting include no equity, rising rent, and limited control over your space.

(09:40) How choosing the right location and real estate agent can turn homeownership into a better investment.

(12:10) How much of your income should go toward housing.

(16:15) Why homeownership costs extend far beyond the mortgage, including maintenance, taxes, and unexpected expenses.

(20:57) How your home can be more than an asset—it can be an emotional and relational investment in family life.

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

Subscribe to the podcast: 

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 

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

YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 

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 https://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 C. Peterson: [email protected] 

Yelisey Kuts: [email protected] 

Phone: (612) 286-0580

Contact us: https://atfwealth.com/contact-us 

Trey C. 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. 

At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com 

This episode was produced by Story On Media: https://www.storyon.co/ 

In this candid Q&A episode, Trey and Yelisey open up about their first jobs, biggest money mistakes, and the lessons that shaped their financial philosophies. Through their stories, they reveal how discipline, stewardship, and faith have guided their approach to money and life. This conversation will remind you that success is about more than wealth; it’s about purpose, stability, and the people you share it with.

What you’ll learn in this episode:

(0:41) How Trey and Yelisey’s early jobs and family backgrounds influenced their views on money and work.

(2:36) The biggest financial mistake Trey made early in marriage.

(6:10) Why emergency funds are essential.

(7:41) How Trey’s upbringing in a pastor’s family taught him stewardship, humility, and long-term investing.

(11:11) What financial success looks like at different life stages.

(16:41) Why you must find purpose before retirement to avoid depression and “gray divorce.”

(21:45) How delayed gratification protects your future.

(24:54) How Trey and Yelisey help clients find peace and purpose even when finances don’t go as planned.

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

Subscribe to the podcast:

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696

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

YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1

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 https://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 C. Peterson: [email protected]

Yelisey Kuts: [email protected]

Phone: (612) 286-0580

Contact us: https://atfwealth.com/contact-us

Trey C. 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.

At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com

This episode was produced by Story On Media: https://www.storyon.co/

If the word "money" has negative connotations for you, how can you flip that so that "money" becomes a positive word? 

In this episode, Trey and Yelisey explore why "money" often feels like a curse word in today’s culture — and how to shift that mindset toward stewardship, abundance, and confidence. They unpack how upbringing, relationships, and even faith can shape our emotional relationship with money. 

What you’ll learn in this episode: 

(00:20) Why so many people associate money with stress, shame, or fear—and how to flip that mindset.

(01:10) How cultural experiences and personal history shape your relationship with money.

(03:33) Why basic financial disciplines like budgeting and debt reduction still work—no matter your background.

(04:59) How financial transparency and communication can strengthen relationships.

(09:23) Why some people don’t have an expense problem—they have an income problem, and how to fix it.

(14:05) How choosing an abundance mindset over a scarcity mindset changes your financial future.

(16:41) Why generosity is the key to staying grounded as your income grows.

(24:27) How to build an emergency fund and make intentional choices that create financial peace.

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

Subscribe to the podcast: 

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 

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

YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 

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 https://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 C. Peterson: [email protected] 

Yelisey Kuts: [email protected] 

Phone: (612) 286-0580

Contact us: https://atfwealth.com/contact-us 

Trey C. 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. 

At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com 

This episode was produced by Story On Media: https://www.storyon.co/ 

In this episode, Trey and Yelisey break down the 10 rules of money, revealing practical strategies for building wealth and protecting your financial future. They explore the importance of generosity, living within your means, using debt wisely, and the power of consistency over time. You’ll walk away with a clearer vision of how to define wealth and create financial freedom that aligns with your values.

What you’ll learn in this episode: 

(01:02) Why giving the first 10% of your income sets the foundation for purpose and financial success.

(04:42) The importance of spending less than you earn.

(09:51) How to avoid lifestyle creep by keeping housing and car payments under control.

(13:03) Why debt can be both a destructive burden and a valuable tool.

(17:09) How consistency and time in the market outperform attempts at timing investments.

(20:20) The value of knowing your financial freedom number.

(28:08) Why protecting your downside with insurance is critical for financial security.

(32:26) The importance of investing only in what you understand.

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

Subscribe to the podcast: 

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 

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

YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 

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 https://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 C. Peterson: [email protected] 

Yelisey Kuts: [email protected] 

Phone: (612) 286-0580

Contact us: https://atfwealth.com/contact-us 

Trey C. 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. 

At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com 

This episode was produced by Story On Media: https://www.storyon.co/ 

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: [email protected]

* Yelisey Kuts: [email protected]

* 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 produced by Story On Media: https://www.storyon.co/ 

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 --- [email protected]

Yelisey Kuts --- [email protected]

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.