All Things Financial

As you near your retirement, proper planning is essential to ensure financial stability in retirement. In episode 25 of All Things Financial, Yelisey and Trey break down three important steps to solidify that your money lasts in retirement. Plus, the guys discuss how election years impacted 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. Trey and Yelisey 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) 286-0580

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.

On episode 24 of All Things Financial, Yelisey and Trey want to stress the importance of making up for lost time in planning for retirement, and why scheduling a check-up for your portfolio is the smartest and safest way to go when planning for 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. Trey and Yelisey are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more!

Have questions about retirement or other financial topics? Send Yelisey, Ryan, 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) 286-0580

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.

Have you heard from your advisor lately? In episode 23 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Ryan Moffitt discuss why getting a second opinion on your financial portfolio is a must in 2024, and why re-balancing your portfolio could serve a significant purpose in the future! 

Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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. They 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, Ryan, 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) 286-0580

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.

Market volatility combined with an upcoming Presidential Election have made for some interesting predictions regarding the future of the US Economy. In episode 22 of All Things Financial, Trey and Yelisey explain why they feel the US could be heading for a recession and present five new steps to recession-proof your finances to better prepare yourself for future market volatility.

Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more!

Have questions about annuities or other financial topics? Send Yelisey, Ryan, 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) 286-0580

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.

On episode 21 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Trey Peterson discuss a variety of topics stemming from downsizing in retirement, the IRS 10-Year Rule, and how the upcoming 2024 election could affect the future of social security.

Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more!

Have questions about annuities or other financial topics? Send Yelisey, Ryan, 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) 286-0580

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.

On episode 20 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Trey Peterson break down the Tax Cuts and Jobs Acts expiring in 2025 and how that may play a role in your future retirement. Plus, the guys answer listener questions, including a question about Roth and Traditional IRAs.

Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more!

Have questions about annuities 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) 286-0580

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.

On episode 19 of All Things Financial, Yelisey and Trey take a trip down memory lane and reflect on their growth as entrepreneurs and what they are most looking forward to in the coming years in growing their business.

Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more!

Have questions about annuities or other financial topics? Send Yelisey, 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) 286-0580

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.

On episode 18 of All Things Financial, Yelisey and Ryan dive into one of the most pressing issues facing retirees today: the retirement income gap. As lifespans increase and traditional pension plans become less common, many find themselves unprepared for the financial demands of their golden years. The guys explore the causes and consequences of this income gap, from rising healthcare costs to inadequate savings and the decline of social safety nets.

Nobody cares more about your money than you do. But Yelisey and Trey like to think of themselves 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. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more!

Have questions about annuities or other financial topics? Send Yelisey, 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) 286-0580

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.

On episode 17 of All Things Financial, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to discuss world of annuities. Whether you're planning for retirement, looking to diversify your investment portfolio, or seeking a reliable income stream, understanding annuities is crucial for making informed financial decisions.

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. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more!

Have questions about annuities or other financial topics? Send Yelisey, Trey an email and they 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) 286-0580

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.

Whether you're approaching retirement or just planning ahead, understanding how to optimize your benefits can make a significant difference in your financial security. On episode 16 of All Things Financial, Yelisey and Trey stress the importance of maximizing your Social Security benefits. The guys also debate the future U.S. tax codes relating to the current U.S. debt.

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. They are a one-stop shop for all your retirement needs! Visit ATFPodcast.com to learn more!

Have questions about annuities or other financial topics? Send Yelisey, Trey an email and they 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) 286-0580

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.