Wit, Wisdom, & What Matters Most

About Wit, Wisdom, & What Matters Most

Stories that go beyond financial planning to what matters most!

Publisher

Danton Troyer and Kyle Luetters

Category

business

Language

en

Explicit

No

First episode

15 Mar 2024

Latest episode

28 Oct 2026

Latest episodes

35 episodes in the feed.

1. 

   28 Oct 2026

   Redefining Retirement for Executives and Owners (Ep. 34)

   You’re a leader one to three years from retirement. The financial plan is coming together, but you still can’t picture what an ordinary Tuesday will look like once the title, the calendar, and the team are gone. Filling your free time seems like the obvious task, yet a busy schedule alone may not replace the identity, belonging, and purpose your work has given you. In this conversation, Danton Troyer and Kyle Luetters talk with Thomas Auffenberg, founder of The Next Chapter Institute and author of Discerning Retirement, about the non-financial side of leaving a long career. Danton shares that people often underestimate the retirement transition and the loss of identity, even after the numbers are in place. Tom explains why deciding who you want to be in your next chapter can help guide how you choose to spend your time. Tom discusses: Why loss of identity, loss of community, boredom, and lack of structure, meaning, and purpose are common concerns for successful people approaching retirement How, in his experience, about 95% of program participants arrive focused on filling their time, and most end up focused on who they want to become Why the being question can help answer the doing question, from being more generous to being more patient How his own spiritual approach, grounded in Ignatian discernment and prayer, shapes the program and who it tends to fit How small peer groups that meet monthly may help turn a written next-chapter plan into action through brainstorming, encouragement, and accountability Why deciding on the right balance matters, since people can become just as busy in retirement as they were at work And more! Resources: Book: Discerning Retirement by Thomas Auffenberg (https://www.amazon.com/Discerning-Retirement-Spiritual-Approach-Planning/dp/B0GM8JGF6L/ref=sr_1_1?dib=eyJ2IjoiMSJ9.SlnVTR3X3xjGPWXbw3HGFC1E2GfeUy8kdRbteGV_G-uXbZM41Q7WXCYoCBNHyyN_9oXUhwIln9F8dAJuqzvwa3SFT2Jp6xBAHfCgMqpOMpegXBhNspkUTJGplx1APzMzQhUze7UO2iIoJGsFKP8-7TM7gRsW8E0jnN5VnaXUYOL4SbDJS8lycSpm-dMgl8b__E7juAmMikZsKrcEW_R2UxUfQXsVOTlRKDhvNrINOec.hho8u9jf7QZKteLjMFOSJhizZyl_9ZHAmkp_CUtVXw0&dib_tag=se&keywords=Discerning+Retirement+Thomas+Auffenberg&qid=1791994118&sr=8-1) Connect With Danton Troyer: Moneta Group (https://monetagroup.com/) LinkedIn: Danton Troyer (https://www.linkedin.com/in/stlouisfinancialadvisor/) dtroyer@monetagroup.com (mailto:dtroyer@monetagroup.com) (314) 735-9087 Connect With Kyle Luetters: Moneta Group (https://monetagroup.com/) LinkedIn: Kyle Luetters (https://www.linkedin.com/in/kyleluetters/) kluetters@monetagroup.com (mailto:kluetters@monetagroup.com) (314) 536-8297 Connect With Thomas Auffenberg: LinkedIn: Thomas Auffenberg (https://www.linkedin.com/in/tom-auffenberg-39a103414/) Website: The Next Chapter (https://nextchapterprogram.org/) About Our Guest: Tom retired in 2016 after careers in teaching, law/financial planning, and twenty-five years as a business owner. His education includes a BA in philosophy from the Santa Clara University, a law degree from St. Louis University, a Certified Financial Planner® designation, an MA in Theology and a Certificate in Spiritual Direction from Aquinas Institute, and training to companion people making the Spiritual Exercises. Tom participated in a one-year program focusing on transitioning from the work years to the retirement years at The Halftime Institute and afterward became a Certified Halftime Coach. In addition to serving on several non-profit boards in the St. Louis community, Tom previously served as the Regional Coordinator for Contemplative Leaders in Action – St. Louis, and is currently the Program Director for The Next Chapter Program.

2. 

   14 Oct 2026

   Timing Big Decisions When Emotions Run High (Ep. 33)

   A major career opportunity can look right on paper and still create difficult questions about family, identity, risk, and what comes next. How do you make a thoughtful decision when the stakes feel personal? In this episode, Danton Troyer and Kyle Luetters speak with Rob Stachlewitz, CEO of Resolian, about making major career decisions under pressure. Rob shares how family, longtime mentors, financial planning, and careful reflection helped him evaluate becoming a CEO. He also explores leadership, career identity, finding purpose beyond traditional retirement, and why slowing down can help when an opportunity could reshape both work and family life. Rob discusses: How family, mentors, and financial planning helped him evaluate a major late-career opportunity Why trusted mentors can reveal risks and possibilities that are difficult to recognize on your own How a player-coach leadership style shapes the way he approaches his responsibilities as a CEO Why career identity and purpose can make the transition toward retirement more difficult to define How slowing down during high-pressure decisions can create room for family priorities and clear thinking And more! Connect With Danton Troyer: Moneta Group (https://monetagroup.com/) LinkedIn: Danton Troyer (https://www.linkedin.com/in/stlouisfinancialadvisor/) dtroyer@monetagroup.com (mailto:dtroyer@monetagroup.com) (314) 735-9087 Connect With Kyle Luetters: Moneta Group (https://monetagroup.com/) LinkedIn: Kyle Luetters (https://www.linkedin.com/in/kyleluetters/) kluetters@monetagroup.com (mailto:kluetters@monetagroup.com) (314) 536-8297 Connect With Rob Stachlewitz: LinkedIn: Rob Stachlewitz (https://www.linkedin.com/in/rob-stachlewitz-a2078a25/) Website: Resolian (https://www.resolian.com/) About Our Guest: Rob has over 25 years of pharmaceutical development and laboratory operations management experience. He has led large, multinational operations groups supporting analytical services and large sites supporting nonclinical toxicology and analytical services. Rob has seen the contract laboratory business from both sides as an outsourcing manager for a large pharmaceutical client and a senior executive in a contract research organization. His pharmaceutical development experience includes roles within Abbott Laboratories and Boehringer Ingelheim. Prior to joining Resolian, Rob was a Vice President in Safety Assessment for Charles River. He is passionate about getting new medicines to the patients who need them. Rob earned his B.S. Degree in Biology and Teaching from Michigan State University and his Ph.D. In Pharmacology from the University of North Carolina at Chapel Hill. Rob is also a Diplomate of the American Board of Toxicology.

3. 

   30 Sept 2026

   Planning for the Unknown: Health, Longevity, and Flexibility (Ep. 32)

   You can plan carefully for your career, family, finances, and future, but what happens if your health changes without warning? Preparing for uncertainty can mean creating room to adapt rather than trying to predict every outcome. In this episode, Danton Troyer and Kyle Luetters speak with Karen Englert, M.Ed, CFRE, Director of Government Relations at Boys & Girls Clubs of America, about how an unexpected heart disease diagnosis changed her career, family life, financial decisions, and view of the future. Karen shares lessons from seven heart surgeries, advocacy work, raising a family, planning for longevity, asking for help, and learning to focus on the decisions she can still control. Karen discusses: How an unexpected heart disease diagnosis changed the way she thought about work, family, money, and the future Why health questions can make retirement planning difficult when you don’t know how long you’ll work or what life may require How advocacy for women with heart disease eventually led her from teaching into public policy and nonprofit leadership How accepting circumstances, asking for help, and focusing on controllable decisions can create greater flexibility How family, legacy, aging in place, and self-advocacy became central to the way she approaches long-term planning And more! Connect With Danton Troyer: Moneta Group (https://monetagroup.com/) LinkedIn: Danton Troyer (https://www.linkedin.com/in/stlouisfinancialadvisor/) dtroyer@monetagroup.com (mailto:dtroyer@monetagroup.com) (314) 735-9087 Connect With Kyle Luetters: Moneta Group (https://monetagroup.com/) LinkedIn: Kyle Luetters (https://www.linkedin.com/in/kyleluetters/) kluetters@monetagroup.com (mailto:kluetters@monetagroup.com) (314) 536-8297 Connect With Karen Englert: Boys & Girls Clubs of America (https://www.bgca.org/) LinkedIn: Karen Englert (https://www.linkedin.com/in/karen-englert/) About Our Guest: Karen Englert, M.Ed, CFRE, is the Director of Government Relations, GR Club Services, Midwest Region, at Boys & Girls Clubs of America. Her career has spanned education, nonprofit leadership, government relations, and advocacy, including previous work with the American Heart Association and as CEO of Boys & Girls Clubs of St. Charles County. Drawing on both her professional experience and her personal experience living with heart disease, Karen brings a deeply personal perspective to conversations about health, family, career decisions, self-advocacy, and preparing for an uncertain future.

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Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

2 ratings

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Guest appearances

Books guests

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