Metcalf Money Moment the Podcast Podcast By Jeb Graham Ethan Hutcheson & Eric Wymore cover art

Metcalf Money Moment the Podcast

Metcalf Money Moment the Podcast

By: Jeb Graham Ethan Hutcheson & Eric Wymore
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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/Copyright 2026 Jeb Graham, Ethan Hutcheson, & Eric Wymore Economics Personal Finance
Episodes
  • Ep 30 - How AI Is Reshaping Wealth Management and Your Future

    Ep 30 - How AI Is Reshaping Wealth Management and Your Future
    Mar 25 2026

    Artificial intelligence investing is no longer a concept of the future. It is reshaping wealth management today. Jeb, Ethan and Eric break down the key AI stocks and players driving this revolution, from model builders like OpenAI and Anthropic to infrastructure giants like Nvidia. They explore how portfolio diversification remains essential as AI transforms industries, including healthcare, logistics and finance. They also discuss real risks, such as hype cycles and market volatility, and share how their firm uses AI tools to serve clients better. This episode is your guide to navigating the AI era with confidence.

    What you will Learn in this Episode:

    Who the major artificial intelligence investing players really are, from foundational model builders like OpenAI and Anthropic to infrastructure leaders like Nvidia and Microsoft, and how they each fit into the broader AI stocks landscape that is transforming the global economy.

    How AI productivity gains are already delivering measurable results across wealth management, healthcare, logistics and retail, and why companies that adopt AI early are gaining a significant competitive edge over those that do not.

    Why portfolio diversification remains your most powerful tool in the AI era, and how to avoid the common mistakes of chasing hype or making concentrated bets in a fast-moving investment strategy environment.


    Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey!


    TIMESTAMPS:

    00:00 Artificial intelligence investing overview and why AI is the biggest topic in business today

    03:08 Real-world AI applications in wealth management: Jump AI and wealth.com tools explained

    06:00 Key AI stocks and players: model builders, semiconductor stocks, and cloud infrastructure

    12:00 The AI gold rush analogy and how AI productivity is improving margins at Walmart and Costco

    17:23 Market volatility, regulation, economic disruption, and investment strategy for the next decade

    23:46 There will be job disruptions in certain industries as a result of AI


    KEY TAKEAWAYS:

    You do not need to buy individual AI stocks to benefit from the artificial intelligence boom. Broad index investors already have significant exposure through the Magnificent Seven, which accounts for nearly 50% of the S&P 500's weighting today.

    Artificial intelligence investing is not only about tech companies. AI is quietly improving profit margins across healthcare, logistics, retail and finance, meaning almost every sector in a diversified portfolio stands to benefit from wider adoption.

    The professionals who embrace AI productivity tools will outpace those who do not. As Jeb, Ethan and Eric note, the financial advisor who refuses to use AI is the one most at risk, not the profession itself.


    DISCLAIMER:

    This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor.


    RESOURCES MENTIONED:

    Metcalf Partners - Website

    Jeb Graham - LinkedIn

    Ethan Hutchison - LinkedIn

    Eric Wymore - LinkedIn

    Something big is happening in AI by Matt Shumer
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    27 mins
  • Ep 29 - Home Care Services and How to Fund Them with Brad Haag

    Ep 29 - Home Care Services and How to Fund Them with Brad Haag
    Mar 11 2026
    Most families don't think about home care services until a crisis hits. On Metcalf Money Moment, Jeb, Ethan, and Eric welcome Brad Haag of A Place at Home to guide families through the often-confusing world of senior care planning. Brad shares the telltale signs that a loved one needs help, from fall prevention concerns to early dementia care symptoms, and explains how to fund care through long-term care insurance, veterans benefits, and smart financial planning. Whether you are the sandwich generation or planning for yourself, this episode delivers clear, practical answers that could protect your family and your finances.What you will Learn in this Episode:✅ What home care services actually include and how non-medical home care differs from skilled home health services so that you can make the right choice for your aging loved one without confusion.✅ How to spot the early warning signs that a parent needs help, including fall prevention red flags, dementia care symptoms, and changes in daily behavior that signal it is time to take action. Recognizing the Signs for Needed Care - When to Step in with Aging Parents✅ The funding options available to cover senior care planning costs, including how long-term care insurance policies work, when veterans' benefits apply, and why most home care services are private pay.Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey!TIMESTAMPS: 00:00 Introduction to non-medical home care services and how A Place at Home customizes care for each client's needs05:28 The credentials behind home care staff and what families should expect from certified caregivers entering the home07:15 Why reviewing power of attorney paperwork early is one of the most critical steps in senior care planning11:21Brad Haag shares how falling is one of the first warning signs families notice in aging parents and why it matters13:55 Breaking down long-term care insurance, Medicare benefits, Medicaid, and veterans' benefits as funding options for home care18:47 Real-life example of long-term care insurance paying out and the importance of understanding your policy benefitsKEY TAKEAWAYS: 💎 Power of attorney paperwork can quickly become outdated. Brad discovered his own parents had documents more than 20 years old naming an attorney who had since retired, leaving the family without legal decision-making authority in a medical crisis. Review and update these documents now, before an emergency forces the issue.💎 Long-term care insurance is frequently misunderstood. Many families believe these policies apply only to nursing home placement, but they can also cover home care services.💎 Funding senior care rarely comes from a single source. A smart combination of private pay, veterans benefits, long-term care insurance, and creative financial planning can make quality care achievable and sustainable without draining family resources.ABOUT THE GUEST: Brad Haag is a healthcare and business professional with nearly 30 years of leadership experience. He owns and operates A Place At Home Kansas City South, a non-medical in-home care provider serving seniors in the Kansas City area. A Kansas native, Brad holds an undergraduate degree from the University and an M.B.A. from Pepperdine University. His passion for compassionate care was sparked while working with hospice patients, where he recognized the need for better in-home support for both seniors and caregivers. That insight led him to open A Place At Home in Overland Park, where he aims to deliver professional, people-centered care to the community.In-Home Senior Care & Support for Kansas City South FamiliesRecognizing the Signs for Needed Care - When to Step in with Aging ParentsMetcalf Partners - WebsiteJeb Graham - LinkedInEthan Hutchison - LinkedInEric Wymore - LinkedInDISCLAIMER:This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor.
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    24 mins
  • Ep 28 - Beyond Investing: What a Personal CFO Really Does

    Ep 28 - Beyond Investing: What a Personal CFO Really Does
    Feb 25 2026

    Jeb, Ethan, and Eric from Metcalf Money Moment reveal why the personal CFO model is transforming wealth management. Rather than segmenting your financial planning into separate silos, a personal CFO integrates investment management, tax planning, and estate planning into one cohesive strategy. Learn how Roth conversion timing affects Medicare premiums, why tax-efficient investing matters as much as returns, and how proper beneficiary designation protects your legacy. The hosts share actionable strategies, including opportunistic rebalancing during market volatility and coordinating life insurance with your overall financial picture for maximum family protection.

    What you will Learn in this Episode:

    How a personal CFO coordinates investment management, tax strategies, and estate planning to create a comprehensive wealth management approach that goes far beyond traditional financial advice and maximizes your family's long-term financial goals.

    Advanced tax management techniques, including Roth conversions, capital gains harvesting, and tax-efficient asset location strategies that reduce your tax burden now and create tax-free legacy wealth for your beneficiaries in the future.

    Why understanding your portfolio risk tolerance and implementing opportunistic rebalancing during market volatility matters more than chasing returns, and how proper risk tolerance alignment eliminates anxiety during market corrections.

    Tune into the Metcalf Money Moment podcast for expert insights on wealth management and retirement planning! Join Jeb, Ethan, and Eric for practical Estate Planning strategies that you can implement to unlock financial clarity and confidence. Listen now to inspire your financial journey!


    TIMESTAMPS:

    00:00 What is a personal CFO, and a discussion of the three pillars of comprehensive wealth management

    04:00 Tax management strategies beyond April filing

    07:36 Mindset shift: supporting real-life financial goals over chasing portfolio returns

    10:33 Understanding portfolio risk through Nitrogen scoring and managing market volatility

    14:50 Estate planning essentials: beneficiaries, life insurance, disability insurance, and legacy tax planning


    KEY TAKEAWAYS:

    A personal CFO acts as your financial quarterback, coordinating all aspects of your wealth management, including investment management, tax strategies, and estate planning.

    Strategic tax management requires year-round planning, not just April meetings. Implementing Roth conversions, tax loss harvesting, and capital gains management during optimal windows can save thousands annually and create tax-efficient legacy wealth for heirs.

    Proper estate planning extends beyond wills and trusts to include beneficiary designations, life insurance, disability insurance, and long-term care planning.


    DISCLAIMER:

    This information is not intended to be a substitute for specific individualized tax or legal advice. We recommend discussing your particular situation with a qualified tax or legal advisor.


    RESOURCES MENTIONED:

    Metcalf Partners - Website

    Jeb Graham - LinkedIn

    Ethan Hutchison - LinkedIn

    Eric Wymore - LinkedIn
    Show more Show less
    21 mins
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