Wit, Wisdom, & What Matters Most

Stories that go beyond financial planning to what matters most!

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Episode 11 Leave room for the other important things in life

Posted June 27, 2025

Wit, Wisdom, & What Matters Most podcast

Episode 11 featuring Scott Stork

Kyle: Welcome to another edition...

Episode 9: Look at the emotional side of the ledger

Posted June 11, 2025

Wit, Wisdom, & What Matters Most podcast

Episode 9 featuring Tim Hobart

Kyle: The views expressed in this podcast...

Episode 7: I knew I wanted to be the boss

Posted April 10, 2025

Dr. Ellis is a current client and was not provided with any compensation for her participation in this podcast.

Kyle: Welcome...

Episode 5: What do you want to BE in retirement?

Posted February 12, 2025

Wit, Wisdom, & What Matters Most podcast

Episode 5 featuring Steve

Kyle: And welcome to another edition of Wit, Wisdom,...

Episode 4: They’ll take me out in a wheelbarrow!

Posted January 6, 2025

featuring Bruce Williams

Kyle: Welcome to Wit, Wisdom, and What Matters Most, a podcast with Moneta’s Gast Freeman Troyer Racen Team....