Morgan on Purpose, the podcast.

This week we’re venturing into new territory: Our first guest host. Content 151’s Shawna Ohm joins the podcast to grill Morgan about his upcoming book “Don’t Die at Your Desk.” The conversation ranges from:Why Morgan felt compelled to write this book nowThe push and pull of big picture questions, like the purpose and legacy of what you’re building… versus the day-to-day questions like who to hire firstHow Morgan found his purpose working with entrepreneurs, and how he hopes this book can help create even more value for that key audience.If you enjoyed the conversation, make sure you like and subscribe so you can be the first to get updates about the book’s publish and pre-order date.Plus, let us know what you think of the guest host format—is this something we should do again?!You can learn more about Shawna and her work by visiting her company’s website www.Content151.com or connecting with her on LinkedIn.Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X. 

Every business owner will exit their business at some point—the only question is whether it happens by design or by default.In this episode, Morgan talks with business strategist Ryan Ray about how to approach exit planning with intention. They go beyond valuations and deal structures to explore the deeper questions: Why is it so hard to step away? What does “ready” actually look like? And how do you balance financial goals with the life you’re trying to build outside the business?Ryan shares how he helps owners identify where they’re stuck, remove themselves as the bottleneck, and begin building systems—and teams—that can operate independently. Along the way, they discuss the role of fear, the myth of perfect timing, and the tradeoffs every owner has to navigate.Whether your exit is years away or not quite on your radar yet, this episode offers a framework for thinking about it on purpose. Connect with Ryan on Linked https://www.linkedin.com/in/ryanraysr/ and learn more about his business here: https://rgahub.short.gy/webinar Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X. 

What does it mean to truly play the long game with your money—and your life?In this episode, Morgan sits down with investor, author, and “Talking Billions” host Bogumil Baranowski for a \conversation on investing, identity, and the deeper purpose behind wealth.They explore the idea of an “infinite time horizon” and why the best investors—and families—think far beyond their own lifetimes. From lessons learned during the pandemic while writing Crisis Investing to the role advisors play in moments of uncertainty, Bogumil shares how to stay grounded when the world feels anything but.Along the way, they unpack the mental models that shape how we think about money—like why building wealth might be less like climbing a mountain and more like rolling a snowball.If you’re thinking about your financial future, your family, or how to take a more intentional, long-term approach to wealth, this episode is for you.Learn more about Bogumil - https://www.bogumilbaranowski.com/Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X. 

For too long, we’ve watched women debate in circles around whether or not they can have it all. But that question doesn’t really matter to the C-suite moms in the thick of it. For those moms—moms who are managing operations and encouraging excellence in boardrooms AND soccer sidelines—there’s no time for debate, there’s only time to do.Enter: Amelia Gandomi Lewis, an executive leadership coach who helps C-suite moms take a step back and unlock their full potential. In this podcast we go through some of Coach Amelia’s tips for helping women work smarter, not harder.This podcast is for anyone who:Feels like a victim of their own success.Gets passed over for promotions.Feels like their team is dropping the ball.Ends up parenting their staff and managing their children … instead of the other way around.With plenty of takeaways for anyone who wants to be a better leader, regardless of gender or parental status.Learn more about Amelia: https://coachamelia.com/emmpower and her master class: https://coach-amelia2025.myflodesk.com/emmpowermasterclass  And if you’re interested in learning more about the work I do check out https://morganranstrom.com/ and https://trailheadplanners.com Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X. 

Building a business can be all consuming. When your success is on your shoulders, it can be easy to eat, sleep, and breathe your business. After all, you’re chasing your dream!But that approach can backfire. It’s something Morgan Ranstrom and Bill Mulvahill have seen first hand as wealth advisors to entrepreneurs. It’s also something they’ve experienced themselves as business owners.In this episode, the pair dive into how to balance drive with detachment. Where should your business and and your life start… and how does that question impact your finances?The duo also discuss the challenges of building a business, and keeping it on track, during unprecedented times. Plus, they touch on what it’s like running a firm in Minneapolis right now, as federal agents withdraw from the city.Learn more about Morgan and Bill by visiting https://TrailheadPlanners.com.You can also find more from Bill on his LinkedIn: https://www.linkedin.com/in/retirementtaxplanning/ Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X. 

What would happen if, the next time you wondered, “Why are things this way?” you chased down the answer instead of accepting that it’s just how things are.You might wind up with a similar career to Danielle Steer. This week’s guest uses data and research to answer the questions that keep her up at night. It’s a study in pursuing your passion… without sacrificing your career.And we tie it all back to one of the most exciting topics in 2026, particularly as we head into the winter Olympics: Women’s sports. Learn more about this swiss army knife executive and communication strategist via her LinkedIn: https://www.linkedin.com/in/daniellejsteer/ Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X. 

Every December, folks start talking about charitable contributions.The holidays have people feeling generous; parents want to teach kids about the importance of giving to those less fortunate; and charities are out there asking for year-end donations.In my world as a wealth advisor, those year-end donations tend to be the key focus. People want the potential tax benefits that come with giving before December 31. But is that really the best way to give…?When it comes to charitable giving, most of us want our dollars to have the biggest impact possible—personally and for the charity. So how can we achieve that? And is it even the right question to be asking?In this month’s podcast, Mariah Brook, Director of Gift Planning at the Saint Paul & Minnesota Foundation (a nonprofit that works with MANY local charities) get into all of it—how to make the biggest impact, what charities really need, and whether giving in December is the best approach.Learn more about Mariah: https://spmcf.org/team/mariah-brook and the Saint Paul & Minnesota foundation: https://spmcf.org/ And if you’re interested in building charity into a purpose-driven financial plan, you can learn more about the work I do at https://morganranstrom.com/ and https://trailheadplanners.com Keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X.Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X. 

The key to building, and scaling, a successful partnership? Alignment. In this episode, Morgan speaks with his other business partner, Bill Mulvahill, on what it takes to build a successful partnership. The pair talk about the two approaches to getting on the same page: principles and process. Which is better?Beyond that, they dig into why third party experts can be worth their weight in metaphoric gold. Not only can they help you get aligned, they can offer unique perspective and expertise that helps you pick a direction and maximize opportunities.Thank you for listening!Learn more about Morgan and Bill by visiting https://TrailheadPlanners.com.You can also find more from Bill on his LinkedIn: https://www.linkedin.com/in/retirementtaxplanning/ And learn more about building a business on purpose: https://morganranstrom.com/entrepreneurs/ Keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X.Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X. 

In this episode, host and wealth advisor Morgan Ranstrom welcomes his business partner and older sister Courtney Ranstrom, also a wealth advisor, to the podcast. Courtney specializes in financial planning for women, and addresses the (multi) million dollar question: Do women really need specialized financial planning? Are they making special lady money? (Spoiler: Yes, they do, and no, they aren’t.)We also get into the different way men and women approach risk before broadening the conversation to *all* of the factors that impact our appetite for risk. What about birth order!? Does being the eldest daughter make Courtney risk adverse, as Taylor Swift suggests on Life of a Showgirl?Listen to find out, and don’t forget to subscribe!Learn more about Courtney via her substack https://courtofideas.substack.com/ or on social media: https://www.linkedin.com/in/courtneyranstrom/ To take things off the pod and work with either Courtney or Morgan in real life, visit https://trailheadplanners.com Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X. 

So many business owners—maybe even the majority—never set out to become business owners. They ended up in that role by accident. And being an accidental entrepreneur? That's sort of the opposite of building a business on purpose. In this month's episode we're diving into the concept of the accidental entrepreneur with fellow wealth advisory Zachary Ashburn of Reach Strategic Wealth. We'll talk about the golden handcuffs that keep people tethered to corporate jobs, the importance of admitting you're an entrepreneur, and how that leap into ownership can shift your worldview. Hosted by Morgan Ranstrom, Wealth AdvisorThank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X.