Metcalf Money Moment the Podcast
Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals.
Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management, retirement planning, estate strategies, and investment advisory services. Each host brings a unique perspective and expertise, ensuring well-rounded and insightful discussions that address the diverse needs of our audience.
Every episode explores key topics to empower your financial journey. Discover practical strategies for building generational wealth, planning for retirement, safeguarding your legacy with estate planning, and optimizing savings through tax strategies tailored to high-net-worth individuals. Gain insights on investment approaches for volatile markets, entrepreneurial advice for Kansas City business owners, and guidance on major life events like marriage, home buying, and inheritance planning. Each episode is designed to inspire action and enhance your financial confidence.
This podcast is also an essential resource for financial professionals, including CPAs, estate attorneys, and referral partners. Gain valuable insights into wealth management, trust building, business planning, and independent advisory services to better serve your clients and enhance your expertise. Our discussions provide the tools to deepen relationships and stay ahead in the financial industry.
At Metcalf Money Moment the Podcast, we believe in making financial education accessible and impactful. Join us to discover how thoughtful, proactive planning can transform your financial future. Subscribe today to ensure you never miss an episode, and start making every money moment count!
Meet the Hosts:
Jeb Graham is the CEO and Managing Partner at Metcalf Partners Wealth Management. Before founding Metcalf Partners, he was a Financial Advisor in Overland Park, KS. Active in the Kansas City community, Jeb serves on the Kansas City Chapter Board of Entrepreneur Organization (EO). He holds a Finance degree from Kansas State University and a CFP® designation, with additional executive education in retirement planning from Wharton.
Ethan Hutcheson is a Partner and Financial Planner at Metcalf Partners, passionate about helping people prepare, plan, and execute. With a career in Financial Services, his expertise spans Financial Planning, Tax, and Investment Management. Outside work, Ethan enjoys hunting, cycling, and outdoor activities with his wife Shanna and their sons, Rhett and Levi.
Eric Wymore is a Partner and Wealth Manager at Metcalf Partners Wealth Management, with a career dedicated to wealth management. As an Accredited Investment Fiduciary, he prioritizes acting in clients’ best interests. Originally from southeast Iowa, Eric has lived in Kansas City for 20 years with his wife Becky and their sons, Gabe and Nolan. He holds a Finance degree from Iowa State University.
Metcalf Website: https://www.metcalfpartners.com/
- Update frequency
- every 12 days
- Average duration
- 22 minutes
- Episodes
- 19
- Years Active
- 2025
Ep 18 - Benefits of Naming a Corporate Trustee with Randy Kimmel
When it comes to navigating the complexities of trust administration, having the right team in place is essential. On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric welcome Randy Ki…
Ep 17 - Decoding Social Security for Retirement Planning
Wondering how to navigate the world of Social Security? Join financial advisors Jeb, Ethan and Eric as they tackle one of the most critical topics for retirees. This episode provides a clear overview…
Ep 16 - Navigating Interest Rates and Home Loan Strategies With Jared Bahr
Are you feeling stuck between rising home prices and unpredictable interest rates? Do mortgage headlines leave you with more questions than answers? In this episode, hosts Jeb, Ethan, and Eric are jo…
Ep 15 - Executive Edge: Understanding Elite Employee Benefits
Ever wondered how top-tier professionals leverage their compensation to build lasting wealth? In this engaging episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric share decades of expertise t…
Ep 14 - Unlocking Business Growth with Brent Taylor’s Fractional CFO Expertise
Discover how to supercharge your business with expert financial strategies on this episode of Metcalf Money Moment! Hosts Jeb, Ethan, and Eric welcome Brent Taylor from KC CFO Services, who shares ga…
Ep 13 - The Business of Planning: Financial Strategies for Business Owners
Are you a small business owner wondering how to plan for retirement or what your business is really worth? Have you thought about your exit strategy—or what happens if something unexpected takes you …
Ep 12 - Casey McCarthy on Building a Bulletproof Retirement Plan for Small Businesses
Are you making the most of your retirement planning strategy—or leaving money and tax benefits on the table? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric discuss with Casey McC…
Ep 11 - Riding the Waves: Understanding Market Volatility and Recovery
Are you letting fear drive your investment decisions? Or are you prepared to navigate market volatility with confidence and clarity? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eri…
Ep 10 - Navigating Rising Insurance Rates with Allen Smith of Blue Valley Insurance
Are you feeling the pinch from rising insurance premiums, especially regarding home and automobile rates? In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Allen Smith…
Ep 9 - The Power of a Legacy Letter: How Meaningful Words Shape Generations with Blake Brewer
Have you ever thought about the lasting impact of your words on your loved ones? On this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric sit down with Blake Brewer to explore the power of…
Ep 8 - Long-Term Wealth Building: How to Stay Resilient in Uncertain Times
Are you feeling uncertain about your investments in today’s turbulent market? You’re not alone. In this episode of Metcalf Money Moment, hosts Jeb, Ethan, and Eric break down the psychology of invest…
Ep 7 - Mastering Early Retirement: Social Security, Health Insurance, and More
How much money do you need to retire comfortably, and when is the best time to take Social Security? In this episode of the Metcalf Money Moment, hosts Jeb, Ethan, and Eric dive into the key componen…
Ep 6 - Making Sense of Health Insurance When Retiring: Expert Insights with Matt Sturgeon and Phil Walters
Navigating the complexities of health insurance when retiring can be overwhelming, but having the correct information makes all the difference. In this episode of Metcalf Money Moment, host Jeb, Etha…
Ep 5 - Maximizing Your Wealth: What to Do When You Inherit Money
Navigating the complexities of inheritance can be overwhelming, especially regarding tax implications and estate settlement. In this episode of Metcalf Money Moment, Jeb Graham, Ethan Hutcheson, and …
Ep 4 - Erik Rome on Estate Planning: Navigating Probate and Choosing the Right Trustee
Welcome to Metcalf Money Moment, where hosts Jeb Graham, Ethan Hutcheson, and Eric Wymore welcome Erik Rome from Sage Law to discuss the ins and outs of estate planning. In this episode, Erik dives i…
Ep 3 Early Financial Planning: Why January Is the Key to a Successful Year
Hosts Jeb Graham, Ethan Hutcheson, and Eric Wymore dive into why starting your financial planning early in the year is essential for achieving long-term success. In this episode, they explore critica…
Ep 2 Annie Burndrett Maximizing Your Philanthropy: Charitable Giving Through the Greater Kansas City Community Foundation
Welcome to Metcalf Money Moment, where hosts Jeb Graham, Ethan Hutcheson, and Eric Wymore explore the world of charitable giving with special guest Annie Burndrett from the Greater Kansas City Commun…
Ep 1 Navigating Wealth and Planning with Metcalf Money Moment
Welcome to the inaugural episode of Metcalf Money Moment, hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore. In this first episode, we’ll share why we created this podcast—to provide practical s…
Metcalf Money Moment- The Podcast Trailer
Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – The Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, …