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All Things Financial
All Things Financial episodes
- Your Retirement, Your Way!
Retirement is the biggest life step one takes as they enter their golden years. Don’t be left behind or let your retirement get out of YOUR control. On episode 30 of All Things Financial, Yelisey and Trey discuss the six ways retirement has changed over the years and disperse three tips to plan for a safe retirement, not a risky retirement.
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 --- [email protected]
Yelisey Kuts --- [email protected]
Phone Number --- (612) 286-0580
Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
45 min - Set Yourself Up for Retirement Success
Are you ready to take control of your retirement future. In episode 29 of All Things Financial, Yelisey and Ryan disperse actionable strategies and essential tips to set yourself up for a successful and secure retirement. Plus, the guys break down the top financial regrets of older Americans and discuss strategies to avoid these mistakes as you’re nearing or in retirement!
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:
[email protected] | [email protected] | [email protected] | (612) 286-0580Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
51 min - Social Security Announces Lowest Cost of Living Adjustment in Four YearsGUEST: Jenn Jones, VP of Government Affairs, AARPTOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year. Last week, leaders announced a 2.5% COLA for 2025. That is smaller than recent years – attributable to slowing inflation.COLA increases are meant to offset rising prices including food, gas and living expenses. This year, retirees on a fixed income have struggled to keep up with inflation and the 2025 COLA is expected to provide some relief.
Schedule Your Meeting:
[email protected] | [email protected] | (612) 286-0580Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
7 min - Avoid These Retirement Mistakes: Get the Help You Need & Avoid Common Landmines!
Planning for retirement can be tricky, and making the wrong moves can cost you big in the long run. In episode 28 of All Things Financial, Trey and Yelisey break down the most common mistakes people make when preparing for retirement and how to avoid them. Whether it’s not saving enough, mismanaging investments, or misunderstanding your benefits, the guys cover it all! Don’t let avoidable errors derail your financial future!
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:
[email protected] | [email protected] | (612) 286-0580Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
51 min - The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhDGuest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on AgingIn her groundbreaking new book, Debra Whitman provides a road map for navigating, and celebrating, the second half of life. A globally recognized expert on aging, Whitman shares insights on longevity, brain health, financial planning, work, housing, and the value of relationships and social engagement. Informed by Whitman’s unmatched expertise and her deep passion, The Second Fifty is an indispensable guide for living well in the 21st century whether you are approaching 50, into your later years or caring for someone who is.
Schedule Your Meeting:
[email protected] | [email protected] | (612) 286-0580Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
7 min - Solving Common Problems for Pre-Retirees & Retirees
Are you concerned about market volatility? In episode 27 of All Things Financial, Trey and Yelisey want to erase your fears of the potential hazards of the stock market and disperse five steps to prepare for a possible stock market crash in the future. Plus, the guys outline potential misnomers about annuities, including a detailed explanation of annuities with a death benefit!
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:
[email protected] | [email protected] | (612) 286-0580Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
33 min - Protecting Yourself from Scams & Data Breaches with Michael Bruemmer, Experian
Fraud, identity theft and data breaches have become part of our everyday lives. So far in 2024, there have been more than 1,300 data breaches. Last year consumers reported losing more than $10 billion to fraud, the highest dollar amount ever reported, according to the Federal Trade Commission (FTC).
Experian’s 2024 U.S. Identity and Fraud report reveals how consumers feel about cyber threats and their online footprint.
- Identity theft (84%) and stolen credit card information (80%) are consumers top online security concerns.
- People want more types of identity recognition techniques used to verify their identities.
- 70% of businesses said that AI fraud is expected to be the second greatest challenge for their business.
WITH GUEST: Michael Bruemmer, Global Data Breach Resolution & Consumer Protection, Experian
Schedule Your Meeting:
[email protected] | [email protected] | (612) 286-0580Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
7 min - Bringing Your Retirement Vision to Life
Retirement is more than just leaving the workforce—it’s an opportunity to design a life you’ve always envisioned! In episode 26 of All Things Financial, Trey and Yelisey how “smart vision” and “smart inspection” play a key role when planning for your retirement. Plus, the guys break down the five things you shouldn’t cheap out on in retirement.
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:
[email protected] | [email protected] | (612) 286-0580Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
37 min - Medicare Prescription Drug Cap 2025 | Interview with Leigh Purvis
Bonus episode! Guest: Leigh Purvis, Prescription Drug Policy Principal, AARP Public Policy.
A provision in the 2022 Inflation Reduction Act will cap annual out-of-pocket prescription drug costs for people in Medicare prescription drug plans, beginning at $2,000 in January 2025.
A new AARP report analyzes the number of enrollees that will benefit from the cap by state, age, gender, and race between 2025 and 2029. The findings indicate that Medicare drug plan enrollees who reach the new out-of-pocket cap will see average savings of roughly $1,100, or 56%, in 2025 for their prescription drugs.
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:
[email protected] | [email protected] | (612) 286-0580Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
5 min - The State of Retirement in the Year 2024
In episode 26 of All Things Financial, Yelisey and Trey break down the importance of understanding the “retirement red-zone” and go through the 401k checklist that could help you build a better retirement.
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. Yelisey and Trey 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:
[email protected] | [email protected] | (612) 286-0580Subscribe to the YouTube Page:
https://www.youtube.com/AllthingsfinancialAbout 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.
38 min
About All Things Financial
From the publisher's feed
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