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Wit, Wisdom, & What Matters Most

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by Danton Troyer and Kyle Luetters

5.0(1 reviews)

27 episodes

Updated Daily

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Podcast Overview

Stories that go beyond financial planning to what matters most!

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Publishing Since

3/15/2024

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Recent Episodes

July 8, 2026

Wealth and Identity: Who Are You Without the Title? (Ep. 26)

What happens when the title you’ve worked decades to earn no longer applies to you? For many executives and professionals, career transitions, retirement, AI-driven workplace changes, and unexpected life events force a deeper question: Who are you without the title? In this episode, Danton Troyer and Kyle Luetters explore the connection between wealth, identity, and career fulfillment. Through stories of executives navigating career changes, discussions about AI’s impact on the workplace, and real-life examples of retirement decisions, they examine how titles can influence decision-making and why knowing what matters most is often more important than chasing the next promotion. Key Takeaways: <ul> <li>Why many executives tie their personal identity to their title.</li> <li>How career decisions can impact fulfillment beyond compensation.</li> <li>Why direction matters more than a rigid financial plan.</li> <li>How to navigate unexpected life changes with confidence.</li> <li>The value of having a trusted guide during major transitions.</li> <li>And more!</li> </ul> Connect With Danton Troyer: <ul> <li><a href="https://monetagroup.com/">Moneta Group</a></li> <li><a href="https://www.linkedin.com/in/stlouisfinancialadvisor/">LinkedIn: Danton Troyer</a></li> <li><a href="mailto:dtroyer@monetagroup.com">dtroyer@monetagroup.com</a></li> <li>(314) 735-9087</li> </ul> Connect With Kyle Luetters: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://monetagroup.com/">Moneta Group</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/kyleluetters/">LinkedIn: Kyle Luetters</a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:kluetters@monetagroup.com">kluetters@monetagroup.com</a></li> <li style="font-weight: 400;" aria-level="1">(314) 536-8297</li> </ul>

June 24, 2026

Why Generic Financial Advice Breaks at Higher Levels (Ep. 25)

Most financial advice is designed to be simple. The challenge is that real life rarely is simple. In this episode of Wit, Wisdom, and What Matters Most, Danton Troyer and Kyle Luetters explore why many common financial rules can fall short, especially for affluent families navigating retirement, wealth transitions, and complex financial decisions. Through practical examples and personal stories, they discuss why successful planning requires more than formulas, and why understanding a family’s values, goals, and emotions often matters just as much as the numbers. Key Takeaways: <ul> <li style="font-weight: 400;" aria-level="1">Why the popular 4% withdrawal rule may not reflect how retirees actually spend money throughout retirement</li> <li style="font-weight: 400;" aria-level="1">How retirement spending often evolves through the “go-go,” “slow-go,” and “no-go” years</li> <li style="font-weight: 400;" aria-level="1">How financial decisions are influenced by personal experiences, family history, and emotions, not just math</li> <li style="font-weight: 400;" aria-level="1">Common mistakes affluent families make when implementing advanced planning strategies without understanding the details</li> <li style="font-weight: 400;" aria-level="1">How trust, communication, and personalized planning help investors avoid emotionally driven decisions during uncertain times</li> <li style="font-weight: 400;" aria-level="1">And more!</li> </ul> Connect With Danton Troyer: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://monetagroup.com/">Moneta Group</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/stlouisfinancialadvisor/">LinkedIn: Danton Troyer</a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:dtroyer@monetagroup.com">dtroyer@monetagroup.com</a></li> <li style="font-weight: 400;" aria-level="1">(314) 735-9087</li> </ul> Connect With Kyle Luetters: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://monetagroup.com/">Moneta Group</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/kyleluetters/">LinkedIn: Kyle Luetters</a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:kluetters@monetagroup.com">kluetters@monetagroup.com</a></li> <li style="font-weight: 400;" aria-level="1">(314) 536-8297</li> </ul>

June 10, 2026

Career Acceleration Without Personal Burnout (Ep. 24)

Career success can look great from the outside while quietly costing you more than you realize. In this episode, Sara Bell shares what happened when years of high performance, constant responsibility, and perfectionism finally caught up with her, and how she rebuilt a life and career that felt more aligned with who she truly wanted to be. Danton Troyer and Kyle Luetters sit down with Leadership and Wellbeing Strategist Sara Bell, Founder of Strive to Thrive Coaching, to talk about burnout, leadership, identity, and the pressure many high achievers place on themselves. Sara opens up about her journey from chemical engineer to biotech executive, to eventually leaving corporate leadership to build a fitness franchise and a coaching business focused on helping leaders thrive without sacrificing themselves. The conversation explores why burnout often has less to do with workload than with values, boundaries, and self-worth, especially for executives who feel responsible for everything around them. Key Takeaways: <ul> <li style="font-weight: 400;" aria-level="1">Why burnout is often tied to compromised values, lack of control, or blocked impact</li> <li style="font-weight: 400;" aria-level="1">The difference between time management and energy management</li> <li style="font-weight: 400;" aria-level="1">Why high performers struggle to transition into effective leadership</li> <li style="font-weight: 400;" aria-level="1">How perfectionism and people-pleasing quietly erode capacity</li> <li style="font-weight: 400;" aria-level="1">The role financial planning played in Sara’s ability to leave corporate life with confidence</li> <li style="font-weight: 400;" aria-level="1">And more!</li> </ul> Connect With Danton Troyer: <ul> <li><a href="https://team.monetagroup.com/team/gast-freeman-troyer/">GFT team page</a></li> <li><a href="https://monetagroup.com/">Moneta Group</a></li> <li><a href="https://www.linkedin.com/in/stlouisfinancialadvisor/">LinkedIn: Danton Troyer</a></li> <li><a href="mailto:dtroyer@monetagroup.com">dtroyer@monetagroup.com</a></li> <li>(314) 735-9087</li> </ul> Connect With Kyle Luetters: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://team.monetagroup.com/team/gast-freeman-troyer/">GFT team page</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://monetagroup.com/">Moneta Group</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/kyleluetters/">LinkedIn: Kyle Luetters</a></li> <li style="font-weight: 400;" aria-level="1"><a href="mailto:kluetters@monetagroup.com">kluetters@monetagroup.com</a></li> <li style="font-weight: 400;" aria-level="1">(314) 536-8297</li> </ul> Connect With Sara Bell: <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.strivetothrivecoaching.net/">Strive to Thrive Coaching</a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/sara-bell-thrive/">LinkedIn: Sara Bell </a></li> </ul> About Our Guest: Sara Bell is a leadership development consultant, executive coach, and entrepreneur with more than 20 years of experience in the life sciences industry. After building a successful corporate career in biotech and commercial leadership roles, Sara experienced firsthand the pressure and burnout that often come with high performance and constant career acceleration. Today, she helps leaders and organizations develop healthier, more sustainable approaches to leadership, growth, and performance through her coaching and consulting business, Strive to Thrive Coaching. Sara is also the owner of a Hotworx fitness franchise in Massachusetts, where she continues to build community and advocate for wellness, resilience, and intentional living.

27 total episodes available

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What is Wit, Wisdom, & What Matters Most?: Stories that go beyond financial planning to what matters most!
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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