Wit, Wisdom, & What Matters Most Podcast Por Danton Troyer and Kyle Luetters arte de portada

Wit, Wisdom, & What Matters Most

Wit, Wisdom, & What Matters Most

De: Danton Troyer and Kyle Luetters
Escúchala gratis

Stories that go beyond financial planning to what matters most! Economía
Episodios
  • What It Means to Be a Family CFO (Ep. 19)

    What It Means to Be a Family CFO (Ep. 19)
    Apr 1 2026
    What does it really mean for a financial advisor to act as a “Family CFO?” In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explain how financial planning goes far beyond investments and into the real decisions that shape a person’s life. Danton and Kyle discuss their “Family CFO” approach to financial planning and how it helps clients navigate complex financial decisions throughout different stages of life. They explore how financial complexity often grows gradually as careers advance and compensation structures evolve. What begins as simple retirement savings can eventually include stock compensation, deferred compensation plans, tax planning strategies, and legacy considerations. Without coordination, these pieces can quickly become overwhelming. Danton and Kyle also explain why effective financial planning begins with understanding a client’s personal goals and values. Through stories and real client experiences, they share how meaningful conversations, thoughtful questions, and long-term accountability can help clients align their financial decisions with what truly matters most. Key Takeaways: The “Family CFO” approach to financial planningHow financial complexity grows as careers advanceWhy planning starts with understanding personal goalsThe long-term ripple effects of financial decisionsThe value of accountability and guidance in financial planningAnd more! Resources: Visit us at witwisdomandwhatmattersmost.com Connect With Danton Troyer: GFT TeamMoneta GroupLinkedIn: Danton Troyerdtroyer@monetagroup.com(314) 735-9087 Connect with Kyle Luetters: GFT TeamMoneta GroupLinkedIn: Kyle Luetterskluetters@monetagroup.com(314) 536-8297 About The Hosts: Danton Troyer brought his individual practice to Moneta in 2018, after more than a decade on his own. Adding the support of our team, backed by an Enterprise Service Team, to Danton’s personal expertise and care for his clients created quite the dynamic combination. As your Family CFO, Danton and our team deliver high-level service and advice while giving you and your personal financial circumstances the individual attention you deserve. You can trust our team to help you navigate life’s many major financial transitions while protecting your savings and assets. He excels in developing sophisticated solutions for complex tax challenges, education expenses, business ventures, philanthropy, retirement, and multigenerational legacies. Danton earned his bachelor’s degree from Missouri State University in 2005 before moving back to St. Louis to start his career as a Financial Advisor. He then went on to earn his CFP® credentials in 2010. Danton and his wife have two children who keep them busy with all their activities, from volleyball to BMX racing. Outside the office, Danton enjoys golfing, traveling, and hunting. Throughout his adult life, Kyle Luetters has had a passion for financial literacy and complex problem solving. Kyle has experience in investment model management, alternative investments, insurance strategies, and tax planning. He lends this expertise to a diverse client base, which includes multigenerational families, business owners, and farmers and ranchers. Kyle joined Moneta’s GFT team as an Advisor in 2022. Prior to that, Kyle was involved in financial planning and investment management at Northwestern Mutual and Stifel Nicolaus. In 2019, Kyle obtained the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Kyle earned his CFP® because of his deep love of working with people and the knowledge gained in comprehensive financial planning, ensuring he is able to deliver world-class solutions to his clients and prospects. The ongoing continuing education keeps him sharp and on top of changes in the industry. The high ethical standards set forth by the CFP® Board provides great reassurance to his clients and prospects. Kyle became an Enrolled Agent (EA) in 2024. The highest credential awarded by the Internal Revenue Service, EAs earn the privilege of representing taxpayers by passing a three-part, comprehensive test covering individual and business tax returns, as well as IRS procedures and rulings. Kyle became an EA to further his knowledge and understanding of taxes while helping people navigate their financial life as tax-efficiently as possible. Kyle graduated from Cameron University with a Bachelor of Arts degree in communications. Kyle and his wife have two children. He is active in his local church, participates in a men’s organization called F3, and is an active do-it-yourselfer. He also enjoys craft beer, motorsports, wood-fired BBQ, and is a proud Kansas City Chiefs fan.
    Más Menos
    28 m
  • Meet Danton & Kyle: Your Guides Through Complex Wealth and Life Decisions (Ep. 18)

    Meet Danton & Kyle: Your Guides Through Complex Wealth and Life Decisions (Ep. 18)
    Mar 18 2026

    The most powerful lessons in wealth and leadership rarely come from spreadsheets or market charts. They come from real experiences, difficult decisions, and the stories people carry with them along the way.

    In this episode, Danton Troyer and Kyle Luetters share the story behind Wit, Wisdom, and What Matters Most and the reason they chose to create a podcast focused on the human side of financial planning. Together with producer RJ Malyk, they discuss how their partnership began, why storytelling matters in wealth conversations, and what executives often face behind the scenes while navigating career, family, and financial decisions. Drawing from years of experience working with business leaders and corporate executives, Danton and Kyle explore the emotional realities that come with success, responsibility, and major life transitions. From the “weight of wealth” to pivotal moments that change everything, they highlight the importance of perspective, community, and thoughtful guidance. The goal of the podcast is simple: create a space where listeners can hear authentic stories, learn from shared experiences, and realize they are not alone in the challenges or opportunities they face.

    Key Takeaways:

    • Why real-life stories often resonate more deeply than financial charts or technical explanations
    • How Danton and Kyle’s partnership began over a simple Starbucks coffee conversation
    • The role perspective and diverse backgrounds play in stronger financial planning conversations
    • What many executives quietly experience as they navigate responsibility, career pressure, and wealth
    • How shared experiences and community help leaders feel less isolated in major life decisions
    • The powerful impact financial guidance can have during life’s most meaningful moments
    • And more!

    Connect With Danton Troyer:

    • GFT Team
    • Moneta Group
    • LinkedIn: Danton Troyer
    • dtroyer@monetagroup.com
    • (314) 735-9087

    Connect with Kyle Luetters:

    • GFT Team
    • Moneta Group
    • LinkedIn: Kyle Luetters
    • kluetters@monetagroup.com
    • (314) 536-8297
    Más Menos
    25 m
  • Wit, Wisdom, and What Matters Most

    Wit, Wisdom, and What Matters Most
    Feb 23 2026

    Welcome to Wit, Wisdom, and What Matters Most with Danton Troyer and Kyle Luetters from Moneta. In this podcast, we help corporate executives and business leaders navigate uncertainty around various life stages, including complex benefits, career transitions, and planning for what comes next.

    Join us for this journey as we explore the moments that shape careers, leadership, retirement, and legacy. Drawing from years of experience and conversations with guest experts, Danton and Kyle help listeners gain clarity, confidence, and perspective during pivotal transitions, allowing them to focus on what matters most.
    Más Menos
    1 m
Todavía no hay opiniones