All Episodes

From Success to Significance: Rethinking the Exit (Feat: Micah Brandenburg & Elise Brandenburg, Legendary Exits)

Rebuilding Employer Healthcare from the Ground Up (Feat: Lee Lewis)

Investing When the Rules Keep Changing (Feat: Adam Butler)

Raising Kids in a Complex World: Peaceful Parenting in Family Enterprises (Feat: Dr. Teri Rouse)

Medicine with Meaning: The Community Doctor’s Approach to Care (Feat: Dr. Kimberly Ku)

Bridging Business and Government: Advocacy for Michigan's Retailers (Feat: Drew Beardslee)

The Chancellor's Chair: Lessons From Leading a University (Feat: Victor J. Boschini Jr.)

Where Self and Understanding Intersect with Steven Sisler

Addressing Timely Topics and FAQ's with Matt and Scott

Habits of The Top 1%: Timeless Lessons Learned From Sports Greatest Champions with Dr. Rick Jensen

The Importance of Having a Family Brand with Melissa Smith

Separately Managed Accounts and Tax Loss Harvesting

Caddy for a Cure with Russ Holden

Protecting Your Legacy: The Importance of Estate Planning with Jack Weyers

Cybersecurity Considerations From an Expert with Cheyenne Harden

Know Your Numbers! (Feat: Chris Johnson)

Charis Your Life and Be Fulfilled! (Feat: Charis Santillie)

The Benefits of Concierge Medicine with Dr. Dan Carlin

The Challenges of Real Estate in 2023 with Brooks Warner

Fly Into the Wind! (Feat: Lt. Col. Dan Rooney)

The Power of Body Language and Nonverbal Communication with Former FBI Agent Joe Navarro

Seven Things You Should Do Right Now!

Client Questions Answered!

Living Your Life On Target! (Feat: Chris and Matt Johnson)

Legacy Planning for You and Your Family (Feat: Cindy Arledge)

Traveling to a Life of Significance (Feat: Cindy Gonzalez)

From Owner to Consultant: Your Retirement Career!

Turn Positive Thinking Into Focused Action

Seven Steps to Powerful Professional Relationships

Here's How Successful People Set Goals for Themselves

Smart Money Moves to Make While You're Still Mentally Sharp

Safeguarding Assets From an Ex-Spouse

Wealth Planning for Age 90, 100 and Beyond!

The Surprising Value of a Client Advisory Board

Finding Advisors Who Are Truly Client-Centric

Do You Know Your High-Net-Worth Personality Type

Transferring Values, Not Just Wealth to Your Heirs

It's Time to Review That Trust!

A Wall Around Your Wealth

Five Mistakes Affluent Homeowners Make

What is Wealth Planning, Really?

Do You Have What It Takes to Create Significant Wealth?

The Benefits of a Family Constitution

Should You Be An Executor?

Preparing Heirs for Their Inheritance

What Makes a Good Wealth Manager Great?

An Overview on Stress Testing