HeyJaredMetcalf 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…
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Ep 42 - The Great Wealth Transfer: How To Prepare Your Heirs (opens the original)
Read excerpt
Estate planning conversations feel uncomfortable, but waiting too long can cost your family peace of mind. On this episode of Metcalf Money Moment, hosts Jeb, Ethan and Eric unpack a real client case study to explain why beneficiaries need more than a will to be ready. They cover retirement planning, the great wealth transfer, and the difference between inheriting a Roth IRA versus a traditional one. The trio also introduces the NOK box, a simple way to organize documents so your family always k
Ep 41 - Demystifying Life Insurance: What You Actually Need (opens the original)
Read excerpt
Welcome back to Metcalf Money Moment! In this episode, hosts Jeb, Ethan, and Eric dive into a crucial topic just ahead of Life Insurance Awareness Month: life insurance. While talking about mortality is rarely anyone's favorite pastime, securing the right coverage is essential to protect your loved ones and build a comprehensive financial plan. The team breaks down common misconceptions, explains why many people drastically overestimate the cost of basic term insurance, and covers the exact ques
Ep 40 - Should You Buy an IPO? What Most Investors Get Wrong (opens the original)
Read excerpt
IPO (Initial Public Offering) investing sounds thrilling, but the data tells a very different story. On this episode of Metcalf Money Moment, Jeb, Ethan, and Eric explain why buying a stock on IPO day, from SpaceX to Meta and Uber, often leads to painful drawdowns for everyday investors. They discuss behavioral finance, the fear of missing out, and why dollar cost averaging may beat chasing hype. Diversification and a solid financial plan help protect your portfolio from IPO volatility during th
Ep 39 - Retirement Clarity: How to Know When You're Really Ready (opens the original)
Read excerpt
Retirement planning takes more than picking a date on a calendar; it takes a real strategy for income, taxes and healthcare. On this episode of Metcalf Money Moment, hosts Jeb, Ethan and Eric walk through the retirement clarity plan, covering Social Security timing, Roth conversions, required minimum distributions and estate planning essentials. They explain how to know when you can retire, why tax diversification matters and how a solid income plan protects your family for the long run ahead. I
Ep 38 - The Real Cost of Waiting to Hire a Financial Advisor (opens the original)
Read excerpt
Financial advisor strategies are the focus as Jeb, Ethan, and Eric break down the real cost of procrastination. Tax planning windows close every year you wait. The hosts explore how portfolio rebalancing prevents costly drift, why the timing of Roth conversions matters more than most people realize, and how behavioral coaching from a trusted advisor can prevent emotional decisions that derail decades of progress. From missed tax loss harvesting cycles to life insurance premiums that rise with ag
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.