All Things Financial

All Things Financial
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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 Medicare. To Learn More About All Things Financial: https://Atfwealth.com

  1. Growth, Humility, and the Path to Leadership

    FEB 3

    Growth, Humility, and the Path to Leadership

    How does leadership change when it’s viewed as a lifelong process instead of a destination? In this episode, Sophia Skoog interviews Trey C. Peterson on leadership lessons learned through building a business, developing people, and navigating seasons of growth. He shares how leadership is less about titles or rapid success and more about becoming the person capable of stewarding influence well. The conversation centers on character, culture, and building something that lasts beyond recognition or financial gain. What you’ll learn in this episode: (01:41) How early misconceptions about readiness can limit long-term leadership growth. (03:18) Why building a dream requires the right team, not just individual effort. (05:42) How learning seasons prepare leaders for future earning and influence. (08:14) Why prioritizing family and values protects leadership over time. (10:03) How stewardship and generosity shape sustainable leadership influence. (13:15) Why character-driven decisions matter more than short-term financial wins. (28:57) How to distinguish between building something impressive and something enduring. Thanks to Sophia Skoog for coming on the show! Connect with Sophia: https://www.linkedin.com/in/sophia-skoog-402342265/ Learn more about Trey C. Peterson, Yelisey Kuts, and All Things Financial: https://atfwealth.com Subscribe to the podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 Trey C. Peterson and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit https://atfwealth.com to learn more! Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. Schedule a meeting with us: Trey C. Peterson: trey@atfwealth.com Yelisey Kuts: yelisey@atfwealth.com Phone: (612) 286-0580 Contact us: https://atfwealth.com/contact-us Trey C. Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership. Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He holds a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015. At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com This episode was produced by Story On Media: https://www.storyon.co/

    33 min
  2. Questions You Shouldn't Ask Your Financial Advisor

    JAN 27

    Questions You Shouldn't Ask Your Financial Advisor

    How can identifying the "wrong" questions to ask a financial advisor actually lead to a more secure financial future? This episode breaks down common questions people ask financial advisors that often signal unrealistic expectations about markets, taxes, and retirement certainty. Trey and Yelisey explain why guarantees, predictions, and comparisons to others can undermine sound financial planning. Instead, they emphasize conservative projections, personalized strategies, and the importance of perspective in building lasting financial confidence. What you’ll learn in this episode: (00:43) Why asking a financial advisor to guarantee returns reflects a misunderstanding of risk and long-term planning. (03:17) How minimizing taxes legally differs from unrealistic expectations of eliminating taxes entirely for people preparing for retirement. (05:58) Why predicting short-term market performance is impossible. (08:05) Why questions about hiding money create ethical, legal, and relational risks investors should avoid. (11:11) How risk tolerance, lifestyle flexibility, and fixed expenses shape vastly different financial recommendations. (14:09) Why retirement timelines cannot be guaranteed and how small changes in assumptions dramatically affect outcomes for investors. (17:18) How conservative planning and honest course correction can help you stay on track when spending or assumptions drift. (23:21) Why mindset, purpose, and planning for life after work are critical to a fulfilling retirement. Learn more about Trey C. Peterson, Yelisey Kuts, and All Things Financial: https://atfwealth.com Subscribe to the podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 Trey C. Peterson and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit https://atfwealth.com to learn more! Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. Schedule a meeting with us: Trey C. Peterson: trey@atfwealth.com Yelisey Kuts: yelisey@atfwealth.com Phone: (612) 286-0580 Contact us: https://atfwealth.com/contact-us Trey C. Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership. Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He holds a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015. At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com This episode was produced by Story On Media: https://www.storyon.co/

    28 min
  3. "Nerve-wracking" Questions to Ask Your Financial Advisor

    JAN 20

    "Nerve-wracking" Questions to Ask Your Financial Advisor

    What uncomfortable questions are you perhaps not asking your financial advisor, but which are also some of the most critical questions that you should be asking them? This episode tackles the awkward financial questions most people avoid asking and explains why those conversations are essential for a secure retirement. Trey and Yelisey break down questions related to savings, spending, longevity, taxes, and emotional decision-making, and how they all influence whether retirement plans succeed or fail. What you’ll learn in this episode: (01:00) Why asking whether you are actually on track for retirement is one of the most important conversations to have. (02:00) How understanding how long your money will last changes retirement confidence. (05:00) Why retirement success is driven more by expenses than by hitting a specific savings number. (09:00) What the 4% rule does—and does not—account for when planning long-term income. (12:44) What value a financial advisor should provide when charging an ongoing fee. (15:46) Why working with a retirement specialist matters more as retirement approaches. (19:45) How understanding account types affects taxes, withdrawals, and long-term outcomes. (28:24) Which spending habits quietly shorten retirement timelines and reduce flexibility. Learn more about Trey C. Peterson, Yelisey Kuts, and All Things Financial: https://atfwealth.com Subscribe to the podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 Trey C. Peterson and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit https://atfwealth.com to learn more! Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. Schedule a meeting with us: Trey C. Peterson: trey@atfwealth.com Yelisey Kuts: yelisey@atfwealth.com Phone: (612) 286-0580 Contact us: https://atfwealth.com/contact-us Trey C. Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership. Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He holds a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015. At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com This episode was produced by Story On Media: https://www.storyon.co/

    39 min
  4. Leadership, Financial Peace, and Thinking Like God with Keith Craft

    JAN 13

    Leadership, Financial Peace, and Thinking Like God with Keith Craft

    How might living by margin change your financial decision-making? In this episode, Trey, Yelisey, and guest Keith Craft explore the connection between financial discipline, leadership, and legacy. The discussion will challenge you to replace budgeting with margin-based living and to think differently about money, wisdom, and long-term impact. Keith Craft is a pastor, entrepreneur, and leadership coach. He leads one of the largest Christian masterminds in the U.S. and has invested decades coaching business owners, executives, and leaders to think with wisdom and build a lasting legacy. Trey and Yelisey have participated in Keith’s masterminds and leadership groups for over four years and credit his coaching with shaping their leadership style, business growth, and family priorities. Thank you to Keith Craft for coming on our show! Learn more about Keith, his coaching, and his masterminds: https://keithcraft.com/ Check out Keith’s book, Leadershipology 365: Leadership Inspiration for Every Day: https://www.amazon.com/dp/B0DQL4GBZ8 Learn more about Trey C. Peterson, Yelisey Kuts, and All Things Financial: https://atfwealth.com Subscribe to the podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 Trey C. Peterson and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit https://atfwealth.com to learn more! Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. Schedule a meeting with us: Trey C. Peterson: trey@atfwealth.com Yelisey Kuts: yelisey@atfwealth.com Phone: (612) 286-0580 Contact us: https://atfwealth.com/contact-us Trey C. Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership. Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He holds a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015. At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com This episode was produced by Story On Media: https://www.storyon.co/

    51 min
  5. Redefining Success After 60

    JAN 6

    Redefining Success After 60

    Have you given much thought to how your definition of success might change after age 60? This episode will invite you to rethink what success really means after age 60 and why mindset matters as much as preparation. Trey and Yelisey discuss identity, purpose, structure, and perspective as key drivers of fulfillment in retirement. Rather than viewing retirement as an ending, the episode reframes it as an invitation to live with intention, connection, and meaning. What you’ll learn in this episode: (00:20) How redefining success after age 60 shifts the focus from work to purpose. (05:16) How losing control over the timing of retirement can affect emotional well-being. (06:41) Why building purpose outside of work before retirement leads to greater fulfillment later. (07:21) How structure and rhythm replace a work schedule and improve happiness in retirement. (09:08) Why service, volunteering, and giving back often provide more satisfaction than a paycheck. (21:19) How loneliness impacts retirees. (25:40) Why couples need shared and individual plans to thrive together in retirement. Learn more about Trey C. Peterson, Yelisey Kuts, and All Things Financial: https://atfwealth.com Subscribe to the podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 Trey C. Peterson and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit https://atfwealth.com to learn more! Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. Schedule a meeting with us: Trey C. Peterson: trey@atfwealth.com Yelisey Kuts: yelisey@atfwealth.com Phone: (612) 286-0580 Contact us: https://atfwealth.com/contact-us Trey C. Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership. Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He holds a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015. At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com This episode was produced by Story On Media: https://www.storyon.co/

    32 min
  6. Having a Plan When You Don’t Have Long-Term Care

    12/16/2025

    Having a Plan When You Don’t Have Long-Term Care

    Which long-term care funding strategy best aligns with your assets, retirement goals, and risk tolerance? In this episode, Trey and Yelisey explore how long-term care needs can dramatically impact retirement—financially, emotionally, and relationally. They explain why 70% of Americans will need some form of care and why failing to prepare can drain even strong retirement plans. They also walk through self-insuring, traditional insurance, and hybrid solutions to help you build a plan that protects both your finances and your family. What you’ll learn in this episode:  (03:01) How unpredictable health events and expenses can destabilize even well-structured retirement projections. (05:28) What types of care exist beyond nursing homes.  (08:07) How caregiving often falls on family members.  (11:16) What activities of daily living (ADLs) are and why they determine whether a policy will pay benefits. (14:54) The true annual costs of long-term care today.  (23:13) The three funding paths for long-term care are self-insuring, traditional long-term care (LTC) insurance, and hybrid or annuity-based solutions. (36:49) How to evaluate premiums, waiting periods, and payout structures when comparing long-term care solutions. Learn more about Trey C. Peterson, Yelisey Kuts, and All Things Financial: https://atfwealth.com  Subscribe to the podcast:  Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696  Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi  YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1  Trey C. Peterson and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit https://atfwealth.com to learn more! Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. Schedule a meeting with us:  Trey C. Peterson: trey@atfwealth.com  Yelisey Kuts: yelisey@atfwealth.com  Phone: (612) 286-0580 Contact us: https://atfwealth.com/contact-us  Trey C. Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership. Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He holds a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since...

    40 min
  7. 5 Things To Maximize Your Retirement

    12/09/2025

    5 Things To Maximize Your Retirement

    How can you structure your investments so your money lasts as long as you do or perhaps even longer? In this episode, Trey and Yelisey outline practical strategies to help you build a retirement plan that withstands market swings, inflation, and longevity risk. They explain why balanced risk, Social Security timing, and the following three “buckets of money” can profoundly change retirement outcomes: * Yellow Bucket: Your protected, no-risk money (cash, savings, Social Security, pensions). * Green Bucket: Your low-risk income money (bonds, money markets, T-bills, annuities). * Red Bucket: Your growth money (stocks, mutual funds, ETFs). What you’ll learn in this episode: (00:49) How to use the three “buckets of money” to balance safety, income, and growth in retirement. (03:39) Why differing risk tolerances within a household can create inefficiencies. (06:04) How past financial trauma can push investors into overly conservative strategies that limit long-term growth. (11:19) Why bond underperformance over the past five years creates challenges for traditional 60/40 portfolios. (14:27) Why consistency and time in the market outperform attempts to time market highs and lows. (15:57) How retiring even one year earlier can reduce the lifespan of retirement savings by multiple years. (22:07) What rising life expectancy means for long-term financial planning. (32:47) How Social Security tax treatment can dramatically increase retirement income. Learn more about Trey C. Peterson, Yelisey Kuts, and All Things Financial: https://atfwealth.com Subscribe to the podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 Trey C. Peterson and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit https://atfwealth.com to learn more! Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. Schedule a meeting with us: Trey C. Peterson: trey@atfwealth.com Yelisey Kuts: yelisey@atfwealth.com Phone: (612) 286-0580 Contact us: https://atfwealth.com/contact-us Trey C. Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership. Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He holds a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015. At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com This episode was produced by Story On Media: https://www.storyon.co/

    36 min
  8. Is College Still Worth It?

    12/02/2025

    Is College Still Worth It?

    How can you evaluate whether a college degree will pay off for your specific career goals? This episode explores whether college is still a worthwhile investment in a world where tuition is rising and alternative paths are becoming more viable. Trey and Yelisey break down the financial, personal, and career factors that determine whether higher education truly pays off. What you’ll learn in this episode: (00:58) Why the value of a college degree depends on your major, your goals, and your long-term earning potential. (03:38) How to decide whether you should pursue a four-year degree. (04:25) What current college tuition averages look like. (07:00) How trade schools and skilled labor paths can offer higher earnings with significantly lower debt than traditional college routes. (09:44) Why your early twenties should be viewed as “learning years,” not “earning years.” (12:59) The importance of mentors, relationships, and being in the right “rooms” when it comes to career development. (18:46) How networking can be some of the biggest returns on your education investment. (27:16) Practical financial tips for choosing a college and seeking scholarships. Learn more about Trey C. Peterson, Yelisey Kuts, and All Things Financial: https://atfwealth.com Subscribe to the podcast: Apple Podcasts: https://podcasts.apple.com/us/podcast/id1728281696 Spotify: https://open.spotify.com/show/2iIDj87XpGTlEl9Qiu6wwi YouTube: https://www.youtube.com/@allthingsfinancialshow?sub_confirmation=1 Trey C. Peterson and Yelisey Kuts provide an extensive level of knowledge and service in areas concerning retirement strategies, including tax strategy, investments, estate planning, life and long-term-care insurance, Social Security, and Medicare. A one-stop shop for all your retirement needs, visit https://atfwealth.com to learn more! Have questions about retirement planning or other financial topics? Email Yelisey and Trey, and your topic might be featured in a future episode! Don't forget to leave a review and share this podcast with anyone looking to boost their financial knowledge. Schedule a meeting with us: Trey C. Peterson: trey@atfwealth.com Yelisey Kuts: yelisey@atfwealth.com Phone: (612) 286-0580 Contact us: https://atfwealth.com/contact-us Trey C. Peterson is a Retirement Planning Specialist with All Things Financial. Trey is a graduate of Oral Roberts University with a degree in Corporate Communication. He is currently pursuing his master’s degree in leadership. He is also a graduate of The National Institute of Christian Leadership. Yelisey Kuts is a Fiduciary Wealth Advisor with All Things Financial. He holds a master’s degree in business from Oral Roberts University. Aside from being a financial advisor, Yelisey has taught classes on a wide range of retirement topics since 2015. At All Things Financial, our mission is simple—help individuals and families create lasting financial freedom. We take a personalized, strategic approach to every plan, aligning it with your goals, values, and vision for the future. https://atfwealth.com This episode was produced by Story On Media: https://www.storyon.co/

    32 min
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About

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 Medicare. To Learn More About All Things Financial: https://Atfwealth.com

Information

  • Creator
    All Things Financial
  • Years Active
    2024 - 2026
  • Episodes
    59
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    All Things Financial