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All Things Financial

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...more

Latest Episodes

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October 16, 2024

Social Security Announces Lowest Cost of Living Adjustment in Four Years

GUEST: Jenn Jones, VP of Government Affairs, AARP   TOPIC: Each year the Social Security Administration announces the cost-of-living adjustment (COLA) for the upcoming year....

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00:06:50

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October 11, 2024

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...

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00:50:35

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October 09, 2024

The Second Fifty: An Indispensable Guide for Living Well, Interview with Debra Whitman, PhD

Guest: Debra Whitman, PhD, AARP’s Executive Vice President and Chief Public Policy Officer and former staff director for the Senate Special Committee on Aging  ...

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00:06:00

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October 04, 2024

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...

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00:32:25

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October 01, 2024

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...

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00:06:10

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September 20, 2024

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,...

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00:36:04