Gast Freeman Troyer Team

07/22/2026

What happens when the career that shaped your identity, routine, and sense of purpose comes to an end? For executives preparing to retire, sell a business, or step away from leadership, financial planning is only one part of the transition. Finding purpose in what's next can be just as important.

Listen to our podcast, Wit, Wisdom, and What Matters Most Episode 27: From C-Suite to Investor: Redefining Purpose After a Sale

Episode Takeaways What happens when the career that shaped your identity, routine, and sense of purpose comes to an end? For executives preparing to retire, sell a business, or step away from leadership, financial planning is only one part of the transition. Finding purpose in what’s next can be j...

07/21/2026

We've talked with a lot of executives over the years who spent decades building something extraordinary.

And almost every one of them said the same thing about the day it ended —

It was harder than they expected.

Not financially. Financially, they were prepared.

It was everything else. The routine that disappeared overnight. The relationships that were suddenly different. The quiet that came where the noise used to be.

Selling a business or stepping away from a leadership role is one of the biggest life transitions a person can make. And yet most of the planning goes into the financial side — and very little goes into what comes next personally.

That's the conversation Danton and Kyle are having on the newest episode of Wit, Wisdom & What Matters Most — dropping this Wednesday.

🎧 Episode 27 releases July 22nd. Stay tuned! 👇

07/20/2026

This Wednesday: What happens when the career that shaped your identity, routine, and sense of purpose comes to an end? For executives preparing to retire, sell a business, or step away from leadership, financial planning is only one part of the transition. Finding purpose in what's next can be just as important.

07/17/2026

07/14/2026

For many executives, the title becomes part of their identity. But fulfillment may come less from the title than from the work itself.

This clip looks at the shift from chasing the title to focusing on contribution, purpose, and what you want to be known for. The full conversation goes deeper into wealth, identity, and life after career success.

Let’s talk about how to focus on the career and personal aspects that matter most to you.

Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

07/13/2026

A financial plan is built on the information available at the moment in time it's created. But life changes quickly. Markets, tax laws, careers, and family needs can all shift faster than expected.

This clip explains why planning should be flexible, not frozen. More nuance is available in the full conversation.

Our team is happy to give your plan a second look. If your financial plan hasn’t been updated in a couple years, the time is now!

Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

07/11/2026

AI is changing how work gets done, and for many executives, that brings both opportunity and uncertainty.

In this clip, Danton acknowledges that new technology can feel uncomfortable at first, and why adapting will likely become part of your next chapter. The full conversation explores how change, identity, and planning all connect.

If you are uncertain of how you and your career will evolve to keep up with AI and other technology, I’m happy to be a sounding board.

Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

07/10/2026

When you're making a major life or financial decision, advice from family can feel easy to trust. But do they really know the full picture of what you're hoping to accomplish?

This clip looks at why deeper conversations matter when the stakes are personal, financial, and long-term. More context is available in the full discussion.

Reach out for a conversation that goes beyond the superficial to uncover what goals and values matters most to you.

Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.

07/09/2026

Will AI replace executive jobs?

People said the same thing about the internet that they are now saying about AI.

New technology can feel uncomfortable at first, especially when it affects the tasks and processes you’ve spent years doing.

But for executives and business leaders, AI is also raising important questions:

What is my role becoming?
What do I still want to contribute?
How do I adapt without losing sight of what matters most?
In this clip, Danton explains that AI may accelerate change and that can be for the better.

If you’re concerned about how AI might impact your career, I’m happy to be a sounding board.



Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.