Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

We sit down with Justin Roethlingshoefer, Founder of OWN IT and author of "The Power of Ownership," to explore why lasting health transformation starts with identity, not habits. He shares his journey from burnout as an NHL performance director to building a holistic coaching practice for business leaders, the science of heart rate variability as the body's language, and the daily rhythms that allow the body to heal itself. We also discuss the "devil cycle" of all-in or all-out health behaviors, the 3-2-1 rule for sleep and recovery, and why your identity must grow alongside your business. Key Takeaways: 00:00 Introduction.  01:30 From fat kid to anorexic teen to burnt-out NHL performance director.  04:00 Escaping the "devil cycle" of all-in or all-out health habits.  05:00 Heart rate variability is the language the body uses to communicate stress. 07:00 Habits and behaviors will never outperform the identity you currently hold. 08:30 The 3-2-1 rule and why our day really begins in the evening, not the morning.  13:00 Growing personally in the same rhythm as your business growth, or one of them will break.  16:00 True transformation alters form and function, there is no going back. Resources Mentioned: Justin Roethlingshoefer https://www.linkedin.com/in/justin-roethlingshoefer/ OWN IT | LinkedIn https://www.linkedin.com/company/justown-it/ OWN IT | Website https://ownitcoaching.com/ The Power of Ownership by Justin Roethlingshoefer  https://www.amazon.com/dp/B0D94QYGNC Planning Alternatives Wealth Assessment https://www.planningalt.com   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #HeartRateVariability #HealthOptimization #OwnershipMindset

In this episode, we sit down with Founder, Strategist, and Keynote Speaker of Be Brave, Pierre Du Plessis, to explore the modern epidemic of loneliness and how we can find connection in an increasingly isolated world. He breaks down the societal shifts contributing to our isolation, from the rise of remote work to the loss of traditional community structures, and offers actionable steps to rebuild our social fabric. We also hear insights on organizational strategy, as Pierre challenges leaders to stop trying to be the best and instead focus on becoming uniquely "weird."   Key Takeaways: 00:00 Introduction. 01:33 The breakdown of societal structures and the true causes of modern loneliness. 04:34 How the "Goldilocks amount" of social media impacts our feelings of connection. 06:01 The power of micro-interactions and establishing predictable local rhythms. 08:08 Why vulnerability is the essential foundation for deep friendship and community. 11:54 Choosing to be uniquely strange and weird instead of competing on speed or price. 14:50 Hacking through the fog of midlife and the power of owning a decision. 18:05 The symbolism behind the number eight, representing transformation and renewal.   Resources Mentioned: Pierre Du Plessis https://www.linkedin.com/in/pierredup/ Be Brave | LinkedIn https://www.linkedin.com/company/be-brave-consulting/ Be Brave | Website https://www.be-brave.co.za/ "Through the Fog" Podcast https://podcasts.apple.com/gb/podcast/through-the-fog/id1804062672   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #BusinessStrategy #ModernLoneliness #Leadership

We sit down with Dr. Corey Seemiller, an award-winning faculty member in the Department of Leadership Studies and Education and organizations at Wright State University, to explore the unique characteristics and driving forces behind Generation Z. She shares her insights on why this generation is so focused on community impact, how their upbringing by Gen X parents has shaped their independence, and the concept of mutual mentoring in the modern workplace. We also dive into how families can better navigate conversations around money by finding common values and leveraging different perspectives.   Key Takeaways: 00:00 Introduction. 02:22 Understanding Gen Z's desire to change the world and make a large-scale social impact. 04:31 Examining the environmental factors, reduced school coping mechanisms, and socialization tactics contributing to generational anxiety. 06:58 Bridging generational gaps in family money discussions by establishing shared values and leveraging different skill sets. 09:42 Recognizing Gen Z's influence within the family unit and their role as highly informed decision-makers. 13:06 How the hands-off, free-range approach of Gen X parents empowered Gen Z to view adults as coaches and mentors. 16:36 Discovering the overwhelming similarities among Gen Z youth worldwide due to globalization. 18:10 Dr. Seemiller discusses navigating heartbreak and healing in her memoir, The Soulmate Strategy   Resources Mentioned: Dr. Corey Seemiller https://www.linkedin.com/in/seemiller/ Wright State University https://www.linkedin.com/school/wright-state-university/ Planning Alternatives Wealth Assessment https://www.planningalt.com "Generation Z Goes to College" by Corey Seemiller and Meghan Grace https://www.amazon.com/dp/1119143454 "Gen Z Around the World" by Corey Seemiller and Meghan Grace  https://www.amazon.com/dp/1837970939 "The Soulmate Strategy" by Corey Seemiller https://www.coreyseemiller.com/relationship-coach/the-soulmate-strategy-book/     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.     #GenerationZ #FamilyDynamics #Mentorship

We sit down with Allison Lincoln to explore the unique characteristics, challenges, and perspectives of Generation Z. She shares her thoughts on growing up as a digital native, the overwhelming nature of constant technological connectivity, and why some young adults are longing for a simpler, screen-free life. We dive into the role of humor as a coping mechanism, the importance of establishing healthy boundaries with social media, and how open family discussions about money can shape a balanced, healthy approach to work and life. Key Takeaways: 00:00 Introduction. 03:00 Defining life in your 20s through continuous growth, trial, and error. 04:00 Embracing humor as a primary way to navigate and cope with stress. 07:00 Recognizing the negative impacts of technology and the growing appeal of unplugging. 10:00 Protecting mental health online by staying grounded in personal beliefs and morals. 15:00 Finding encouragement and understanding through open family conversations about finances. 18:00 Rejecting toxic workaholism in favor of maintaining a strict work-life balance. 20:00 Decoding popular generational slang to build better communication and understanding. Resources Mentioned: Allison Lincoln https://www.allisonlincolnphotography.com/about-allison Planning Alternatives Wealth Assessment https://planningalt.com/     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #DigitalDetox #MentalHealth #GenZ

We sit down with Julie Barton, a "New York Times" bestselling author, teacher, and writing mentor, to discuss the profound connection between humans and animals. She shares how her golden retriever, Bunker, helped her navigate the depths of depression and how this life-changing bond inspired her memoir, "Dog Medicine: How My Dog Saved Me From Myself." In this episode, we explore the importance of vulnerability in writing and mental health, the unexpected challenges of navigating an inherited fortune, and the definition of true wealth.   Key Takeaways: 00:00 Introduction.  01:53 The transcendent and unconditional connections humans form with animals. 05:57 Navigating depression by releasing shame and asking for help. 09:48 Teaching vulnerability and the primal power of writing by hand.  11:11 The unexpected global resonance of publishing "Dog Medicine."  13:30 Defining true wealth as family health and creative freedom.  18:46 Navigating inherited wealth and avoiding the trap of chasing status   Resources Mentioned: Julie Barton - https://www.linkedin.com/in/julie-barton-773a4814/ "Dog Medicine: How My Dog Saved Me From Myself" YouTube Strand Book Store reading - https://www.youtube.com/watch?v=-Svkp0GQJ9k "Dog Medicine: How My Dog Saved Me From Myself" by Julie Barton - https://www.amazon.com/Dog-Medicine-How-Saved-Myself/dp/0143130013/ref=sr_1_1?crid=JROXLOJKTQRM&dib=eyJ2IjoiMSJ9.WTk2fYFIdjMnmp8MjfCvr2elKuGdynYNFeKwMOitPh7GjHj071QN20LucGBJIEps.BE1RALxNsrNQ21x33sUJx6Vlf9s5TKEZcwKVQ21w5ds&dib_tag=se&keywords=Dog+Medicine%3A+How+My+Dog+Saved+Me+From+Myself&nsdOptOutParam=true&qid=1772611108&sprefix=dog+medicine+how+my+dog+saved+me+from+myself%2Caps%2C253&sr=8-1 Jackson Hole Writers Conference - https://jhwriters.org/conference/ EMDR Therapy - https://en.wikipedia.org/wiki/Eye_movement_desensitization_and_reprocessing Substack - https://substack.com/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations.   If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #WritingCommunity #CreativeWriting #PoetryLife

Jennifer Griffith, tech sales expert come author, now working at Post Hill Press,  shares how her family history and career pivot have helped her rethink vulnerability, motherhood, and forgiveness. Jennifer explains why looking back with curiosity can be the fastest path to moving forward with clarity. We also explore what it really means to understand where we come from and how our parents' untold stories shape our identity. Key Takeaways: 00:00 Introduction. 01:36 Jennifer follows her passion for writing after spending nearly 20 years in tech sales. 04:37 Her dad works hard, stays honest, and says a lot by saying very little. 05:41 Knowing who a mother is before she becomes a parent shapes who we are. 06:46 Nearly 10 years at Salesforce teaches storytelling, listening, and curiosity. 08:07 Three years of IVF and two miscarriages shift priorities, leading to change. 10:57 Generational shifts and invisible boundaries keep parents from sharing vulnerability. 13:40 How Jennifer's book will help her son understand himself better. 15:19 Jennifer creates a pandemic-era podcast exploring how parents shape us. Resources Mentioned: Jennifer Griffith https://www.linkedin.com/in/byjennifergriffith/ Jennifer Griffith | Website https://byjennifergriffith.com/ Post Hill Press | LinkedIn https://www.linkedin.com/company/post-hill-press/ Post Hill Press | Website https://posthillpress.com/ About Your Mother Podcast https://byjennifergriffith.com/podcasts   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #MemoirWriting #FamilyStories #PersonalGrowth

We sit down with Fran Maier, CEO and Founder of BabyQuip, to explore how she helps shape category-defining brands, starting with Match.com and now through BabyQuip. Fran shares what it takes to build trust at scale, the lessons she has learned from early exits and pivots, and how curiosity continues to drive her entrepreneurial journey. Fran also reflects on supporting women founders, creating economic opportunity through BabyQuip's provider network, and redefining true wealth as impact, time, health, and meaningful relationships. Key Takeaways: 00:00 Introduction. 01:41 Match creates a new way for people to find partners. 04:39 Dating apps level the playing field, but can increase polarization. 06:26 Fran reflects on Match's early exit under $8M and key lessons. 10:41 Curiosity and experience help Fran spot new travel trends. 11:57 A chance meeting sparked BabyQuip, launching in 2016 and evolving fast. 13:26 BabyQuip delivers baby gear like Vrbo, powered by moms. 14:49 Trusted brands deliver promises through safety, transparency, and protocols. 16:17 True wealth is in empowering moms. It's about time, people, and the impact you have.  Resources Mentioned: Fran Maier https://www.linkedin.com/in/franmaier/ BabyQuip | LinkedIn https://www.linkedin.com/company/babyquip/ BabyQuip | Website https://www.babyquip.com/ Match Group https://mtch.com/ Tinder https://tinder.com/ OkCupid https://www.okcupid.com/ Craigslist https://geo.craigslist.org/ eBay https://www.ebay.com/ Airbnb https://www.airbnb.com/ Vrbo https://www.vrbo.com/ Turo https://turo.com/ Stripe https://stripe.com/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #Entrepreneurship #WomenEntrepreneurs #BrandBuilding

We sit down with Matt Daly, Executive Director of Jackson Hole Writers, to explore how creativity and community shape a meaningful life. Matt shares how poetry, reflection, and human connection fuel his approach to building a thriving writing community in Jackson, Wyoming. His perspectives reveal how creative practice strengthens self-awareness, deepens relationships, and supports overall well-being. Matt also discusses the evolution of the Jackson Hole Writers Conference and why expanding the definition of "being a writer" opens new doors for aspiring creators. Key Takeaways: 00:00 Introduction. 01:46 Community is essential to sustaining a thriving writing life. 03:28 Writing a poem every day to push through writer's block and stay connected. 04:48 Introducing yourself as a poet often surprises people and sparks conversation. 06:12 Writing as a reflective, meditative practice that mirrors inner experience. 08:52 Story and lyrical writing help express complex inner experience. 10:37 Highlighting broader paths in the writing life. 12:51 Writers use AI as a helpful tool, but human creativity leads. 15:19 Many emerging writers seek out a community. Resources Mentioned: Matt Daly https://jacksonholebookfestival.org/authors-2024/matt-daly/ Jackson Hole Book Festival | Website https://jacksonholebookfestival.org/ Write to Thrive https://writetothrive.net/ "The Invisible World" by Matt Daly https://www.amazon.com/Invisible-World-Matt-Daly/dp/1963115074 "Between Here and Home" by Matt Daly https://www.amazon.com/Between-Here-Home-Matt-Daly/dp/1950730042 "Red State" by Matt Daly https://sevenkitchenspress.com/rane-arroyo-series/matt-daly-red-state/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #WritingCommunity #CreativeWriting #PoetryLife

Andrew Buckley, writer and producer of the StoryCentric Podcast, joins us to share his journey from aspiring screenwriter to accomplished storyteller and educator. With a background in film, creative writing, and marketing, Andrew brings a refreshing perspective on how humor, fantasy, and authenticity intertwine to create stories that genuinely connect with people. He explores the evolution of storytelling — from novels and podcasts to corporate communication — and highlights how self-awareness, discipline, and community play essential roles in building a fulfilling creative life. Key Takeaways: 00:00 Introduction. 01:45 Early love for writing and film shaped Andrew's creative path. 03:02 British humor shaped Andrew's natural blend of wit and fantasy in writing. 06:20 The shift from film to novel writing simplified the creative process. 08:16 Many writers struggle with social media, yet it remains essential. 10:28 StoryCentric connects writers and creators through authentic conversations. 12:03 Storytelling is the core of communication, teaching, and marketing. 13:12 The StoryCentric Method revealed storytelling's power to connect people. 15:33 True wealth comes from self-fulfillment and defining success on your own terms.   Resources Mentioned: Andrew Buckley https://www.linkedin.com/in/buckleyandrew/ Andrew Buckley https://linktr.ee/andrewbuckleyauthor The StoryCentric Podcast https://open.spotify.com/show/1yxQ9AEVDhHcfPjRlpXRFv?si=641cf5f20da1431a&utm_medium=share&utm_source=linktree&nd=1&dlsi=e38488fedc074eb0 Vancouver Film School https://vfs.edu/ Jackson Hole Writers Conference https://jhwriters.org/conference/     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.     #PersonalGrowth #WorkLifeBalance #FamilyWealthManagement 

We sit down with Rajeev Kapur, President and CEO of 1105 Media, to explore how AI, leadership, data readiness, and human connection are shaping the future. Rajeev brings decades of global executive experience — from building billion-dollar businesses at Dell to writing bestselling books and advising leaders worldwide. We also dive into the realities of AI adoption, the misconceptions leaders face, and the opportunities emerging in both business and everyday life as technology becomes more deeply integrated into how we live and work.   Key Takeaways: 00:00 Introduction. 03:18 AI serves as a thinking partner that fuels new ideas and personal growth. 04:49 Many leaders see AI as a silver bullet, leading to confusion and wasted effort. 07:58 Strong prompts use four parts: role, task, context, and ask. 10:36 Offloading repetitive tasks to AI frees time for higher-value work. 12:16 Why radiology departments are taking on more staff as a result of using AI.  13:56 Machine learning algorithms rely on human interaction for training. 14:37 AI can quickly personalize daily routines like meals and fitness. 19:53 AI gives society a choice: build a better future or risk a worse one.   Resources Mentioned: Rajeev Kapur https://www.linkedin.com/in/rajeevkapur1/ 1105 Media | LinkedIn https://www.linkedin.com/company/1105-media/ 1105 Media | Website https://1105media.com/ "Chase Greatness" by Rajeev Kapur https://www.amazon.com/dp/1642251895 "AI Made Simple" by Rajeev Kapur https://www.amazon.com/dp/1962017001 "Prompting Made Simple" by Rajeev Kapur https://www.amazon.com/dp/1962017060/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #AIinBusiness #EntrepreneurshipInsights #InvestmentStrategies

Today, we're joined by Bridget Crocker, Adventure Travel Writer and Author of "The River's Daughter," to talk about her journey from growing up along the Snake River in Jackson Hole, Wyoming, to becoming an international river guide and writer. Bridget explores how nature, adventure, and personal reflection shaped her understanding of true wealth — one rooted in connection, curiosity, and healing. Her memoir captures both her physical and emotional voyages, revealing how confronting hardship can lead to profound growth and reconciliation. Key Takeaways: 00:00 Introduction. 01:50 Bridget's life on the Snake River sparked her passion for guiding and writing. 03:54 At 20, Bridget's Zambezi guiding sparked a global journey. 05:03 Successful clients with big careers find themselves on an equal footing in nature. 07:17 "The River's Daughter" tells of finding connection in nature and a life on rivers. 09:19 The Zambezi river god Nyami Nyami teaches that anger often hides deeper pain. 11:28 A story that offers hope to anyone seeking healing and a new family legacy. 12:38 A dream of Bridget's late father in a canoe symbolized love and legacy. 13:22 Bridget's father was her paddle partner in breaking cycles and inspiring hope. Resources Mentioned: Bridget Crocker https://www.linkedin.com/in/bridgetcrocker/ Bridget Crocker's | Website https://bridgetcrocker.com/ The River's Daughter Book https://www.amazon.com/Rivers-Daughter-Bridget-Crocker/dp/1954118546   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #TrueWealth #NatureConnection #LifeLessons #AuthorInterview #Inspiration

Scott Austin, Owner of JadePuma, joins us to share his journey from military service to entrepreneurship and how his broad experiences across industries and countries shaped his outlook on technology, leadership, and fulfillment. He reflects on the evolution of his career from early days at Microsoft to launching his own ventures, and the philosophy that guides his life and work today. Key Takeaways: 00:00 Introduction. 02:18 Scott delivers action-focused, solution-based conversations. 03:36 AI enhances creativity, efficiency, and problem-solving. 05:01 Always prompt AI to cite sources to avoid misinformation and overconfidence. 08:15 Experience revealed that cultural and personal differences enrich the world. 10:00 Buying decisions often balance price sensitivity with valuable features. 12:18 Returning to San Diego led to a long-awaited leap into entrepreneurship. 15:25 Scott lives by a "leaf in the stream" philosophy, steering with intent. 18:39 Deep, lasting friendships bring the greatest happiness and connection.   Resources Mentioned: JadePuma website https://jadepuma.com/ Shopify Solutions Podcast https://www.shopifysolutionspodcast.com/ GoDaddy https://www.godaddy.com/ Microsoft https://www.microsoft.com/ Porch https://porch.com/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations.   If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #Leadership #Entrepreneurship #AI #Innovation #Ecommerce  

Stephen George, Co-Founder and CEO of Amaze, joins us to share how he's helping creators monetize their passions while staying true to their values. He reflects on his entrepreneurial journey, the lessons learned from building mission-driven businesses, and the importance of connecting purpose with profit. Through his experiences, Stephen offers insights into resilience, leadership, and redefining success beyond financial gain. Key Takeaways: 00:00 Introduction. 01:40 Stephen's early role at Groupon sparked his passion for fast-growth startups. 03:23 Groupon's fast pace taught adaptability and lifelong learning. 05:20 A short trip to Africa became a year of adventure and fearless exploration. 08:25 Digital wallet cards connect brands to users without an app. 10:37 True wealth comes from living with purpose and core values. 12:39 Time is the most valuable currency, especially while caring for family. 13:59 A family business background instilled dedication and balance he's embraced. 15:32 The next chapter centers on health, family, and expanding Amaze's impact.   Resources Mentioned: Stephen George https://www.linkedin.com/in/stephencharlesgeorge/ Amaze | LinkedIn https://www.linkedin.com/company/amaze-membership/ Amaze | Website https://amazeme.ai Google Wallet https://wallet.google/ Apple Wallet https://apps.apple.com/us/app/apple-wallet/id1160481993   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #Entrepreneurship #Leadership #PurposeDriven #StartupJourney #Innovation

  Barrett Wright, President at Hill Robinson Yacht Management, joins us to explore her 15-year journey in the superyacht industry. Barrett shares how resilience, intuition, and a people-first mindset shaped her leadership approach and how the industry thrives on community, adaptability, and exceptional service. Key Takeaways: 00:00 Introduction. 01:45 Getting fired from her first job unexpectedly launches Barrett's yachting career. 02:43 The tight-knit yachting community makes it easy to stay connected. 04:10 The core draw is the dynamic community and diverse clients. 05:26 Responsiveness and deep listening are key to understanding client needs. 09:00 Taking initiative and communicating directly builds stronger relationships. 11:55 Trusting your gut is essential in an emotional industry. 15:29 Managing a team requires patience, thoughtfulness, and self-control. 17:31 Challenging moments teach self-awareness and the value of starting fresh. Resources Mentioned: Barrett Wright https://www.linkedin.com/in/barrett-wright-9b2bb3b4/ Hill Robinson Yacht Management | LinkedIn https://www.linkedin.com/company/hill-robinson-yacht-management/ Hill Robinson Yacht Management | Website https://hillrobinson.com/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #Leadership #YachtingIndustry #ClientService #Adaptability #BusinessGrowth

  David Steigelfest, Founder and CEO of PB Heart, joins us to discuss how AI is reshaping entrepreneurship, software development, and the future of education and employment. David shares how building a product as a solo founder is now possible thanks to rapidly evolving AI tools, what this means for the broader workforce, and why adaptability, connection, and purpose are more crucial than ever in an increasingly automated world. Key Takeaways: 00:00 Introduction. 01:35 David shares his shift from leading companies to building as a solopreneur. 02:59 Decades spent turning business needs into software products. 04:54 Rapid progress over six months shows how quickly technology is evolving. 05:41 Complex teamwork is now condensed into one role with modern tools. 07:38 Concerns grow about AI eliminating jobs rather than just changing them. 10:26 Working alone offers freedom but underscores the need for connection. 13:32 Anticipating impact is difficult when technology growth is accelerating rapidly. 14:22 Adapting to rapid change requires bold action rather than parallel strategies. Resources Mentioned: David Steigelfest https://www.linkedin.com/in/davidsteigelfest/ PB Heart | LinkedIn https://www.linkedin.com/company/pb-heart/ PB Heart | Website https://www.pbheart.com/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #ArtificialIntelligence #FutureOfWork #Innovation #Entrepreneurship #Solopreneur 

We sat down with Stephen Sullivan, Founder and CEO of Stio®, to share his journey from building outdoor apparel brands to shaping one of today's most authentic lifestyle companies. Stephen reflects on entrepreneurship, maintaining brand identity through growth, and the pursuit of true wealth beyond financial success. Key Takeaways: 00:00 Introduction. 01:34 Stio® expands through e-commerce, retail, and wholesale. 03:23 The brand launched in 2012 with a catalog, website, and store. 05:58 Even without certainty, experience brings confidence. 09:09 Protecting brand identity becomes harder as the company scales. 11:02 A move from the Midwest to Colorado sparked an outdoor passion. 13:56 Life in Jackson, ski town jobs, and launching a first business. 15:02 True wealth means balance. 16:48 True wealth is to be found outdoors. Resources Mentioned: Stephen Sullivan https://www.linkedin.com/in/stephen-sullivan-25695010/ Stio® | LinkedIn https://www.linkedin.com/company/stio-/ Stio® | Website https://www.stio.com/?utm_source=&utm_medium=st-organic-social&utm_campaign=st-product "Good to Great" by Jim Collins https://www.amazon.com/Good-to-Great-Jim-Collins-audiobook/dp/B003VXI5MS/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #BrandIdentity #DirectToConsumer #Omnichannel #OutdoorIndustry #Profitability

We sit down with Christer Rosén, Chairman, CEO and Founder of Jupiter Neurosciences, Inc., a clinical-stage biotech company developing therapies for brain inflammation and mitochondrial dysfunction. With decades of entrepreneurial experience, Christer shares his journey from computer science to pharmaceuticals and biotechnology, and his mission to create impactful treatments for neurological diseases such as Alzheimer's and Parkinson's.    Key Takeaways: 00:00 Introduction. 01:41 Christer shifts from computer science to biotech, founding EffRx Pharmaceuticals. 03:42 A patented micellar formulation achieves nine times higher bioavailability. 08:16 Biohackers stress eight hours of quality sleep for brain health. 10:10 Early ventures show the value of surrounding yourself with the best people. 13:55 Christer learns the value of doing your homework when opening a restaurant in the US.  15:41 True wealth for Christer is family and time with grandchildren. 17:26 A natural compound with strong data leads to a new nutraceutical line. 18:45 Nutraceuticals offer affordable access and broad patient benefits.   Resources Mentioned: Christer Rosén https://www.linkedin.com/in/christer-ros%C3%A9n-23ab083/ Jupiter Neurosciences, Inc. | LinkedIn https://www.linkedin.com/company/jupiterneurosciences/ Jupiter Neurosciences, Inc. | Website https://jupiterneurosciences.com/ EffRx Pharmaceuticals SA | Website  https://www.effrx.com/ National Institute on Aging | Website https://www.nia.nih.gov/ Murdoch Children's Research Institute https://www.mcri.edu.au/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #Biotech #NeuroScience #BrainHealth #Innovation #HealthTech 

We're joined by Kwindla Hultman Kramer, CEO and Co-Founder of Daily. Kwin shares how his career has been shaped by a love for technology and building real-time communication platforms. He reflects on lessons learned from entrepreneurship, the opportunities and challenges presented by AI, and his perspective on balancing optimism with realism as the future unfolds. Key Takeaways: 00:00 Introduction. 01:40 Kwindla was inspired by his parents to pursue real-time video. 03:35 Daily began in 2015 to simplify real-time video and audio. 07:35 LLMs offer benefits but will drive major economic shifts. 09:07 AI-generated content and voice cloning pose new risks to trust and security. 11:51 Selling to big companies requires learning through experience. 14:05 Startups need bold vision and flexibility as markets evolve. 16:19 True wealth is family, health, and the privilege of meaningful work. 18:35 Daily is adapting its tools to support LLMs like human communication. Resources Mentioned: Kwindla Hultman Kramer https://www.linkedin.com/in/kwkramer/ Daily | LinkedIn https://www.linkedin.com/company/dailyco/ Daily | Website https://www.daily.co/ MIT Media Lab https://www.media.mit.edu/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #Technology #AI #VideoTechnology #Telehealth #Innovation

We sit down with Lindsay Droz and Kristi Lord, Co-Founders of L'AVANT Collective, a company redefining luxury in the natural cleaning space. They share how personal motivation, health concerns, and a commitment to aesthetics sparked the creation of their brand. From balancing entrepreneurial grit with family life to championing collaboration among female founders, Lindsay and Kristi guide us through the origins of L'AVANT Collective, lessons from partnership, and what true fulfillment looks like in business and life.  Key Takeaways: 00:00 Introduction 01:42 L'AVANT is born from a desire to build something purposeful. 04:21 Launched in 2021 with help from Shopify and independent partners. 07:36 Customer love fuels them; a strong co-founder softens the lows. 10:31 Strong partnerships start with self-awareness and complementary skills. 12:16 One plus one equals four; partnerships thrive by complementing each other. 14:33 Female founders grow by collaborating and lifting each other up. 16:15 For women, the mental load at home remains; true balance doesn't exist. 18:53 Discomfort drives growth — and that's what fuels happiness.   Resources Mentioned: Lindsay Droz https://www.linkedin.com/in/lindsaydroz/ Kristi Lord https://www.linkedin.com/in/kristilord/ L'AVANT Collective Website https://lavantcollective.com/ Shopify https://www.shopify.com   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #Entrepreneurship #FemaleLeaders #CleanBeauty #FounderStory #WomenInBusiness

Kateri Karp, Director of Marketing and Communications at CEO Coaching International, joins us to explore her extraordinary personal and professional journey. From a fast-paced media career in New York to surviving multiple rounds of cancer — including emergency brain surgery — Kateri shares how she finds meaning, resilience, and gratitude in every stage of life. She also discusses the importance of open conversations about money, the value of supportive relationships, and how a major health crisis shifted her outlook on success, work, and true wealth.     Key Takeaways: (02:15) "The Devil Wears Prada" sparks Kateri's "Glamour" magazine dream. (03:48) Thyroid cancer spreads to both lungs just before a planned move to LA. (05:38) Unusual symptoms show the danger of vague reassurances. (07:47) Devastating news prompts an urgent call for mental health support. (09:28) Brain surgery brings deep gratitude after years of silent struggle. (12:22) Past setbacks build resilience for life's biggest challenges. (14:09) Inner strength turns despair into determination within hours. (16:07) Curiosity about money fuels a belief in open financial conversations.   Resources Mentioned: Kateri Karp https://www.linkedin.com/in/kateri-karp-a1888011/ CEO Coaching International |LinkedIn https://www.linkedin.com/company/ceo-coaching-international/ CEO Coaching International |Website https://ceocoachinginternational.com/ Ramit Sethi's | Website https://www.iwillteachyoutoberich.com/ "How to Get Rich" – Netflix https://www.netflix.com/ph-en/title/81410436   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.     #Resilience #CancerSurvivor #MentalHealthAwareness #CareerJourney #HealthIsWealth #PersonalGrowth

Kathryn Clark, Ph.D., Adjunct Associate Research Scientist in the Department of Aerospace Engineering of the University of Michigan, reflects on her extraordinary journey through NASA, academia, and now children's literature. She shares stories of launching science experiments on the space shuttle, landing an F-18 on an aircraft carrier, and inspiring the next generation through her books. Kathryn's career path is anything but linear. It's marked by bold moves, unexpected opportunities, and a deep passion for space and education.  Key Takeaways: (02:22) Space shuttle launches and celebrity visits marked her early NASA years. (03:18) Flying on the KC-135 "Vomit Comet" was both challenging and exhilarating. (07:56) The youngest researcher to send pregnant rats into space. (11:37) Astronauts' faces puff up in space due to fluid shifts and lack of gravity. (14:10) NASA tracks thousands of space debris pieces larger than a fist. (15:32) A joke for her nephews grew into science-themed children's books. (18:08) True wealth is the freedom to share your passion without pressure. (20:06) Sneezing in space shows kids how physics works — with a laugh. Resources Mentioned: University of Michigan | Website International Space Station Apollo 11 "Skyler Space Adventures" by Auntie KC Auntie KC | Website Auntie KC email: [email protected]   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #SpaceExploration #NASA #AerospaceEngineering #AstronautLife #KidsInSTEM

We sit down with Janet T. Planet, Principal and Founder of INTERPLANETARY INC., to explore the powerful connection between personal creativity and professional innovation. From opera stages and fashion runways to global consulting and experience design, Janet's journey is anything but ordinary. She shares how embracing curiosity, honoring constraints, and rewriting internal "shoulds" can unlock deeper purpose.   Key Takeaways:   (02:03) Janet begins in opera, then pivots to engineering and fashion. (04:25) "No bad ideas" gives way to focused creativity through constraints. (06:04) Virgin Voyages was created to attract people who avoid cruises. (08:29) Directed journaling reveals purpose through repeated daily questions. (10:00) Repeating prompts peel back the "shoulds" and reveal deeper truths. (11:30) A playful name becomes a reminder to others not to take life too seriously. (13:24) Spy Day kicked off as an immersive London adventure with custom roles. (15:11) Innovation begins by mapping needs across the ecosystem.   Resources Mentioned:   INTERPLANETARY INC website https://www.interplanetary.world Virgin Voyages https://www.virginvoyages.com/ Nestlé https://www.nestle.com/ Queen's University https://www.queensu.ca/ UFT Opera School https://uoftopera.ca/ British Museum https://www.britishmuseum.org/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations.   If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #Innovation #Creativity #DesignThinking #HumanCenteredDesign #ExperienceDesign  

Graham Veysey, Executive Director and Producer of Aspen Ideas Festival, joins us to explore the value of building community and designing meaningful experiences. As a serial entrepreneur, Graham brings a multidisciplinary mindset to leadership and neighborhood development. He reflects on life lessons from public service, creative partnerships with his wife, and cultivating spaces where connection thrives.  Key Takeaways: (01:49) Graham chases the energy, and now leads the Aspen Ideas Festival. (05:14) Chasing energy means turning meaningful ideas into tangible outcomes. (09:50) Shared stories spark connections and build grassroots communities. (12:22) Working with his wife adds balance, precision, and design thinking. (13:56) A casual suggestion led to a standout bamboo art installation at the festival. (16:06) A bold congressional run hinged on splitting the vote and outsider appeal. (18:00) Graham returned to Cleveland seeking deeper roots. (21:54) Fulfillment is raising happy, healthy kids and deepening family connection. Resources Mentioned: Graham Veysey https://www.linkedin.com/in/grahamveysey/ Graham + Fisk's Wine-In-A-Can | Website https://grahamandfisk.com/ Aspen Ideas Festival https://www.aspenideas.org/ Partners In Health https://www.pih.org/ IDEO.org http://IDEO.org Rising Star Coffee Roasters https://risingstarcoffee.com/ Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #Leadership #CommunityBuilding #DesignThinking #Entrepreneurship #Fulfillment

We're joined by Matt Ward, Founder and CEO of 4WARD, a global platform connecting climate and sustainability innovators across industries. Matt shares his entrepreneurial journey from e-commerce ventures and manufacturing to purpose-driven work focused on building networks that accelerate climate solutions.   He explains how his drive for impact led to creating 4WARD.earth, a platform that fosters collaboration between startups, investors, researchers, and corporates across 60+ cities. Through this work, Matt challenges conventional thinking around consumption, fulfillment, and the role of community in solving big environmental challenges.     Key Takeaways:   (01:34) How Matt left engineering for entrepreneurship after rejecting corporate life. (04:07) Entrepreneurship isn't for everyone. Follow advice from those ahead of you. (08:01) How climate failure and global crisis drive 4WARD's mission. (10:48) Community grows form local to global through shared purpose. (14:18) Reusing and shared ownership reduce waste more effectively than recycling alone. (17:22) Repurposed EV batteries offer a practical alternative for energy storage. (19:29) 4WARD connects sectors to cut carbon and boost impact.   Resources Mentioned:   4WARD website   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations.   If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #Sustainability #ClimateAction #Entrepreneurship #PurposeDriven #CleanTech

Our host Nathan Mersereau sits down with Jason Reid, Co-Founder of National Services Group, Inc., to discuss his journey into mental health advocacy following the loss of his son. Jason shares how this tragedy led him to create tools and programs to support families, schools, and companies in opening meaningful conversations around mental health. Jason explains how parents can take more ownership of their children's mental wellness and how listening, without trying to fix anything, is the first step toward helping those in crisis.  Key Takeaways: (02:18) Jason shares the story behind the creation of Tell My Story after losing his son Ryan. (06:44) Mental illness is often invisible — comparable to any other disease. (09:34) We can't fix mental health struggles; we can only be present and listen. (13:37) People in crisis seek a lifeline, not solutions. (15:23) The weight of the world — news, climate, conflict — affects children more than we realize. (16:32) A simple card deck sparks meaningful parent-child conversations. (17:26) Music becomes a non-threatening way to open emotional dialogue. (20:12) Stronger family connections are a surprising outcome of shared grief. Resources Mentioned: Jason Reid https://www.linkedin.com/in/jasonrreid/ National Services Group, Inc. https://www.linkedin.com/company/national-services-group-inc./ Tell My Story https://www.tellmystory.org "What I Wish My Parents Knew" https://tellmystory.org/our-programs/what-i-wish-my-parents-knew/ "The Hot Lava Game" TEDx Talk https://www.youtube.com/watch?v=p24x5mIIMeQ Uplift at Work https://www.upliftatwork.com     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #MentalHealthAwareness #SuicidePrevention #MentalHealthMatters #ParentingSupport #EmotionalWellbeing

On this episode, we're joined by Jim Walberg, Realtor at Compass, who shares his profound insights on wealth, purpose, and the power of service. Jim's story is marked by transformative health experiences, a commitment to being of service, and a unique perspective on what true wealth means. Key Takeaways: (02:30) Jim reflects on his early career and the shift from employee benefits to real estate.  (03:29) A life-changing prostate cancer diagnosis at 53 reshaped Jim's outlook.  (06:07) Jim recounts his near-death experience during surgery and the message he received. (07:43) The importance of being present and listening to understand rather than interrupt.  (08:51) Jim approaches real estate as a way to serve families during pivotal financial decisions.  (14:17) The concept of 'enough' and resisting the pressure to accumulate wealth.  (16:24) Family trust planning and creating meaningful experiences over leaving wealth.  (19:04) Overcoming recent health challenges and recommitting to his purpose. Resources Mentioned: Jim Walberg https://www.linkedin.com/in/jimwalberg/ Compass https://www.linkedin.com/company/ballast-realty-group/ "Die With Zero" by Bill Perkins https://www.diewithzerobook.com/welcome "Wealth in Families" by Charles W. Collier https://www.charlescollier.info/book   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #FinancialPlanning #PersonalGrowth #EntrepreneurshipInsights #FamilyWealthManagement #Work-LifeBalance

We're joined by Jennifer Garrison, Assistant Professor at Buck Institute for Research on Aging and Co-Founder and Director of the Global Consortium for Reproductive Longevity and Equality. Jennifer shares her insights on aging, healthspan, and the critical differences between male and female reproductive aging. She discusses how understanding biological aging can help improve long-term health and quality of life. Key Takeaways: (02:10) How Jennifer's career led her to the study of aging. (03:49) The brain is the last frontier in biology. (07:41) The hypothalamus is one of the hotspots for age-related inflammation. (10:34) The difference between lifespan and healthspan. (13:09) The pillars of effective healthspan planning. (16:33) How reproductive aging differs between men and women. (18:40) Why ovarian aging is key to women's long-term health. (21:24) Proactively addressing shifts in health can lead to better aging outcomes. Resources Mentioned: Jennifer Garrison https://www.linkedin.com/in/drjennifergarrison/ Buck Institute for Research on Aging | LinkedIn https://www.linkedin.com/company/buck-institute-for-research-on-aging/ Buck Institute for Research on Aging | Website https://www.buckinstitute.org/ Global Consortium for Reproductive Longevity and Equality https://www.gcrle.org/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #LeadershipDevelopment #PersonalGrowth #WorkLifeBalance #BusinessStrategy

We're joined by Chris Stakich, Chief Community Officer at CEO Coaching International. Chris shares how his global career and deep-rooted family values shape his outlook on leadership, contribution, and fulfillment. He explores the shift from individual achievement to mentorship, the lessons learned from parenting and coaching, and the moments that define true wealth. From ski chairlift conversations with his sons to coaching youth football, Chris reflects on fully embracing life and giving back in meaningful, energizing ways. Key Takeaways: (02:12) Gaining perspective while studying abroad in Australia. (05:41) The cost of over-optimization in American culture. (07:36) Life stages shift us from doers to mentors. (09:28) Family connection grows through intentional questions and shared time. (11:45) Sacred family dinners build stronger future adults. (14:54) Valuing time as the highest form of giving. (15:50) Coaching boys to be strong, kind young men. (17:43) Teaching kids life's foundational skills. Resources Mentioned: Chris Stakich https://www.linkedin.com/in/chrisstakich/ CEO Coaching International | LinkedIn https://www.linkedin.com/company/ceo-coaching-international/ CEO Coaching International | Website https://ceocoachinginternational.com/ "From Strength to Strength" by Arthur Brooks  https://arthurbrooks.com/from-strength-to-strength     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #LeadershipDevelopment #PersonalGrowth #FamilyWealthManagement #Work-LifeBalance #ExecutiveCoaching

Steph Corker believes true wealth isn't just about money — it's about joy, connection, and living with purpose. As chief growth officer, and founder and former CEO of The Corker Collective, acquired by ViRTUS in 2024, Steph helps leaders build meaningful careers while staying aligned with their values. In this conversation, she shares insights on bravery, leadership, and why the smallest moments — like offering a gummy bear — can spark the biggest transformations. Key Takeaways: (01:53) The unexpected canoe test — how a five-minute interview with Seth Godin shaped Steph's perspective. (04:49) The power of brave conversations and why Steph believes in packing curiosity (and gummy bears) for tough discussions. (06:56) How a simple gummy bear can create openness and shift the tone of challenging conversations. (11:24) Gardening as a leadership lesson — what Steph learned from turning her front lawn into a community garden. (13:20) The concept of "missing greatness" — why some leaders struggle to recognize meaningful success. (15:50) Finding fulfillment beyond titles and resumes — how Steph defines personal greatness. (19:52) Looking ahead — Steph's vision for her future self and how she's shaping her life today to align with that vision. (21:39) Why true wealth is about more than money — it's about joy, relationships, and living with purpose.   Resources Mentioned:   Steph Corker https://www.linkedin.com/in/stephcorker/ ViRTUS https://www.linkedin.com/company/virtusinc/ The Corker Collective | LinkedIn https://www.linkedin.com/company/thecorkerco/ The Corker Collective (acquired by ViRTUS) https://www.thecorkercollective.com/ Intelligent Change Journals https://www.intelligentchange.com/ Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.       #LeadershipDevelopment #PersonalGrowth #WorkLifeBalance #BusinessStrategy #EntrepreneurshipInsights

We're joined by Doug Nordberg, Furniture Designer at Nordberg Furniture, on this episode. Doug started crafting furniture at age 12 and has become a celebrated designer in Cody, Wyoming. He reflects on the challenges of balancing art and business, the lessons learned from slow times, and the importance of financial planning in building a sustainable creative career. From embracing strong emotional reactions to his work to creating opportunities for innovation, Doug offers advice on living a fulfilling life as an artist.   Key Takeaways:   (01:37) Doug's journey into furniture design began at age 12. (02:23) The annual antler shedding cycle and its role in Doug's work. (05:07) Using early financial advice to shape an entrepreneurial path. (07:16) Balancing artistry and business as both a designer and gallery owner. (08:13) The importance of embracing strong reactions, even rejection, in art. (10:55) Viewing slow business periods as opportunities for creativity and growth. (13:59) The challenges of balancing passion with practicality. (15:30) Advice for young artists: focus on passion and develop strong business skills. (17:27) Defining true wealth as the freedom to focus on what truly matters. Resources Mentioned: Doug Nordberg - https://www.linkedin.com/in/doug-nordberg-8221a474/ Nordberg Gallery | Website - https://nordberggallery.com/ Western Design Conference - https://www.westerndesignconference.com Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.       #FinancialPlanning #PersonalGrowth #EntrepreneurshipInsights #WorkLifeBalance #InvestmentStrategies

Joining us on this episode is photographer, writer, and filmmaker Audrey Hall, owner of Audrey Hall Photography. Audrey shares her journey from architecture to photography and her insights on balancing creative passion with financial success. She explores the interplay between art and business, emphasizing the value of both solitude and collaboration in her creative process.   Key Takeaways: (01:29) Artists face misconceptions about valuing and monetizing their creative work. (02:20) Pivoting from architecture to photography because of a desire for creative immediacy. (05:28) The cost of photography reflects both the artist's self-worth and market perception. (07:06) A photographer's insight on capturing the layered personalities of subjects. (08:31) Valuing the interplay of collaboration and introspection in the creative process. (09:54) Blending film and digital aesthetics in photography. (11:53) Drawing inspiration from what it means to be a woman today. (16:46) Defining wealth as having the freedom to care for oneself and one's family.   Resources Mentioned: Audrey Hall - https://www.linkedin.com/in/audreyhallphotography/ Audrey Hall Photography - https://www.audreyhall.com/ "Bison: Portrait of an Icon" by Chase Reynolds Ewald (Author) and Audrey Hall (Photographer) - https://a.co/d/9OyHpt9 Western Design Conference - https://westerndesignconference.com/ Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.       #FinancialPlanning #PersonalGrowth #EntrepreneurshipInsights #WorkLifeBalance #BusinessStrategy

Chrissy Glenn, Metal Sculptress, shares her journey from gallery curator to becoming a full-time artist working with metal. Inspired by nature and her apprenticeship with Val Bertoia, Chrissy explains how she found her passion for handmade metalwork and transformed it into wearable art.   Key Takeaways: (01:40) Artistic ideas are sparked by immersion in natural environments. (03:34) Designing functional yet aesthetic connectors posed a significant challenge to Chrissy. (06:48) Exposure to oxyacetylene torches encouraged exploration of metal sculpting. (08:31) Meeting other artists can fuel creativity and deepen art appreciation. (11:44) The West's unique culture encouraged Chrissy's exploration of wearable metal art. (14:25) Taking small steps toward your passion can open doors.   Resources Mentioned:   Chrissy Glenn -  https://www.chrissyglenn.com/ Metal Sculptress | Instagram - https://www.instagram.com/chrissyglennsculptress/ Western Design Conference - https://westerndesignconference.com/ Kutztown University - https://www.kutztown.edu/ Val Bertoia Studio - https://www.instagram.com/explore/locations/168085056602541/val-bertoia-studio/     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.     #Personal Growth #Entrepreneurship Insights #Business Strategy

In this episode, Shasheen Shah, CEO of Coherent Strategies LLC, delves into the journey of aligning success with personal fulfillment. Shasheen discusses the importance of emotional generosity, the power of true human connection, and his approach to redefining wealth beyond financial measures. He also shares his insights on breaking free from distractions to find clarity and purpose.   Key Takeaways: (04:16) Shasheen's journey reveals that understanding people is the real challenge. (06:54)  True growth often requires breaking free from distractions and facing inner challenges. (09:45) Freedom is found by looking inward, viewing life as a mirror for self-discovery. (11:41) Our external world often reflects internal beliefs shaped early in life. (13:32) Traits driving success can also limit fulfillment, creating a cycle that's hard to break. (15:18) Effective leadership requires versatility, not just reliance on one tool. (16:49) Growth often requires honest feedback and self-reflection. (18:13) Facing uncomfortable truths about oneself demands real courage. (20:11) True wealth is found in daily connections and being present with others.   Resources Mentioned: Shasheen Shah - https://www.linkedin.com/in/shasheen/ Coherent Strategies LLC - https://www.shasheen.com/     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.     #LeadershipInsights #TrueWealth #SelfAwareness #EmotionalIntelligence #MindfulLeadership #PersonalGrowth

Ellie Thompson, a renowned jewelry designer and business owner, shares her journey from working as a teenage shop girl to founding her jewelry shop, Ellie Thompson & Co. Ellie discusses the importance of balancing creativity and entrepreneurship, and how designing jewelry with personal meaning aligns with her purpose. Key Takeaways: (01:31) Ellie's journey from shop girl to entrepreneur. (02:37) Balancing creative freedom with business operations. (03:49) The importance of designing your life before your business. (05:27) Four pivotal moments shaped Ellie's journey and jewelry style. (09:11) Embracing serendipity as a part of personal and professional growth. (10:57) Finding purpose in everyday positive connections. (13:30) Personal connections and color evoke memories. (14:41) Auctions blend competition, value, and personal connection. (16:28) Embracing new work, travel, and holiday community events.   Resources Mentioned: Ellie Thompson - https://www.linkedin.com/in/ellie-thompson-0842528/ Thompson & Co. | LinkedIn - https://www.linkedin.com/company/ellie-thompson-&-co/ Ellie Thompson & Co. | Website - https://www.elliethompsonco.com/ Western Art Week - https://westernartweek.com     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #CreativeJourney #TextileDesign #InspiredByNature #CreativeProcess #WomenInArt

We're joined by Dan Buettner,  National Geographic Explorer and founder of Blue Zones LLC, to discuss the keys to longevity, purpose, and living a healthier, more fulfilling life. A New York Times bestselling author, Guinness World Record holder in distance cycling, and Emmy award-winning Netflix series creator, Dan shares insights on living a longer, healthier life. From the origins of the five Blue Zones to the impact of his work in improving public health across America, Dan's journey is an inspiring blend of exploration, science, and impact. He offers practical advice for thriving every day. Key Takeaways: (01:36) Blue Zones highlight common habits for living longer, healthier lives. (02:44) Fewer than 25% of Americans move 20 minutes daily. (05:08) The healthiest foods are the cheapest: whole plant-based foods. (07:27) Humans evolved to move constantly, not sit all day. (10:08) Blue Zones emphasize committed social circles for strong support. (12:55) Long-term longevity depends on daily habits, not quick fixes. (14:39) People in Blue Zones have a clear vocabulary for purpose. (16:54) Happiness is measured by life satisfaction and life experience. (19:07) Unhealthy friends increase your chances of being unhealthy.   Resources Mentioned: Dan Buettner - https://www.linkedin.com/in/danbuettner/ Blue Zones LLC - https://www.linkedin.com/company/bluezoneskitchen/ Blue Zones Kitchen - https://bluezoneskitchen.com/ Gallup​ - https://www.gallup.com National Geographic - https://www.nationalgeographic.com     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.     #Longevity #BlueZones #HealthyLiving #PlantBasedDiet #HealthyHabits

In this conversation, we're joined by Elyse Allen, Owner of Elyse Allen Textiles. Elyse shares her creative journey from sculpture to textiles, her inspiration from nature, and the value of community and family support in pursuing a fulfilling life in the arts. Key Takeaways: (01:35) Building a cashmere business rooted in passion and organic inspiration. (03:43) An artistic family background nurtures a natural creative path. (06:55) The power of taking immersive creative retreats. (08:10) Exploring multiple art forms led to a lasting passion for textiles. (10:50)  Experimentation, even with failures, sparks true creativity. (15:06) Support from trusted mentors builds confidence to pursue goals. (15:45) Building confidence through small, steady growth. Resources Mentioned: Elyse Allen - https://www.linkedin.com/in/elyse-allen-2919a214/ Elyse Allen Textiles - https://www.elyseallentextiles.com/ Haystack Mountain School of Crafts - https://www.haystack-mtn.org/ Coral and Tusk - https://coralandtusk.com/ Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #CreativeJourney #TextileDesign #InspiredByNature #CreativeProcess #WomenInArt

We're joined by Dr. Joseph Hunstad, Past President and Owner of HKB Cosmetic Surgery. Dr. Hunstad reflects on his journey from a leading plastic surgeon to embracing a fulfilling retirement. He shares the lessons learned throughout his career and the importance of planning for a meaningful life beyond work.   Key Takeaways: (02:15) Finding a passion for plastic surgery in medical school. (05:41) The transition from a reconstructive to cosmetic-focused practice. (08:25) Importance of preparing for retirement with outside interests. (12:02) Overcoming the challenges of adjusting to post-retirement life. (15:45) How volunteering and giving back bring fulfillment. (18:33) Advice for young professionals on finding their calling. (21:10) Why having a sense of purpose is crucial for happiness.   Resources Mentioned: Dr. Joseph Hunstad - https://www.linkedin.com/in/joseph-hunstad-69970229/ HKB Cosmetic Surgery - https://hkbsurgery.com/ Adventures with Dr. Joe YouTube Channel - https://www.youtube.com/@JosephHunstad The Aesthetic Society - https://www.theaestheticsociety.org   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations.   If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.

True wealth isn't just about money — it's about choices, relationships, and making a lasting impact. Russell Budd, Founding Partner of PBS Contractors, shares his journey of balancing professional success with meaningful contributions to the Naples community. From advocating for mental health to hosting impactful community events, Russell provides actionable insights on living with purpose and making a difference.   Key Takeaways: (01:36) Lifelong ties to Naples inspire work to better the community. (02:21)  Marine biology turned to construction management (04:14) Leadership Collier deepened understanding of Naples and sparked greater community engagement. (07:21) Hosting barbecues combines a passion for cooking with raising funds for mental health. (09:12) Farm City Barbecue unites 2,000 attendees to support Naples youth charities. (11:31) Building community impact starts with like-minded people and shared goals. (13:39) Mental health treatment needs outpace resources, creating a critical care gap. (15:24) Mentoring future leaders is key to Russell's five-year community vision. (17:34) Russell defines true wealth as faith, family, friends, and meaningful work.   Resources Mentioned: Russell Budd - https://www.linkedin.com/in/russellabudd/ PBS Contractors LinkedIn - https://www.linkedin.com/company/pbs-construction-inc-/ PBS Contractors website - https://www.pbscontractors.com David Lawrence Centers for Behavioral Health - https://davidlawrencecenters.org/ NAMI Collier County - https://namicollier.org/ Farm City BBQ - https://www.farmcitybbq.com/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #LeadershipInsights #TrueWealth #SelfAwareness #EmotionalIntelligence #MindfulLeadership #PersonalGrowth

We're joined by Denise Ilitch, President of Ilitch Enterprises, to explore her journey in business, leadership, and community impact. Denise shares insights from her upbringing in the entrepreneurial Ilitch family and reflects on her experiences building a legacy in Detroit. From the importance of calculated risks to maintaining a strong community focus, Denise's wisdom offers a fresh perspective on balancing professional and personal priorities. Key Takeaways: (02:38) The story behind naming Little Caesars. (03:28) Denise worked closely with her father in the business. (05:24) The reasons behind the decision to franchise. (08:30) Learning the value of calculated risks. (12:18) The importance of giving back to the community. (16:15) Advice for facing adversity with resilience. (19:05) Keep work in perspective — it isn't everything. Resources Mentioned: Denise Ilitch - https://www.linkedin.com/in/denise-ilitch-4013aa2a/ Little Caesars - https://littlecaesars.com/en-us/ University of Michigan - https://umich.edu/ The Skillman Foundation - https://www.skillman.org/   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #LeadershipJourney #CommunityImpact  #CalculatedRisks  #Entrepreneurship #LeadershipInsights

In this episode, host Nathan Mersereau speaks with Jonathan Ward, CEO of ICON4x4. Jonathan shares his journey from restoring vintage vehicles to building a thriving business that combines nostalgia with modern functionality. He discusses the challenges of balancing creativity with business demands and the importance of staying true to his vision. Key Takeaways: (06:31) Mr. Toyoda's surprising visit to the shop. (10:13) The appeal of nostalgia in classic cars. (14:44) Balancing modern features with vintage design. (18:44) Culture and diversity as a driving force in growth. (22:12) Building a business rooted in craftsmanship. (25:50) Crafting humanity despite market pressures. Resources Mentioned: Jonathan Ward - https://www.linkedin.com/in/jonathan-ward-b3750353/  ICON Website - https://www.icon4x4.com/about-icon/ Toyota Global - https://global.toyota/ Pendleton Woolen Mills - https://www.pendleton-usa.com/     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #VintageRestoration #IndustrialDesign #ClassicCars #AutomotiveCraftsmanship

We're joined by an incredible panel of creative entrepreneurs to explore the challenges and rewards of turning passion into a successful business. Elyse Allen, owner of Elyse Allen Textiles, Jonathan Ward, Founder and Industrial Designer at ICON, Chrissy Glenn, master Metal Sculptress, and Doug Nordberg, Furniture Designer at Nordberg Furniture, each share their journey of building unique brands, embracing creativity, and navigating the balance between business and art. Key Takeaways: (03:16) Elyse shares her perspective on balancing creativity and business growth. (10:42) Jonathan reflects on letting go of control in his business. (15:33) Chrissy discusses the importance of focusing on quality over quantity. (20:06) Doug talks about finding joy in the creative process despite business pressures. (28:45) Elyse explains how she balances seasonal production with personal creative time. (36:00) Jonathan talks about the need to delegate tasks to grow a brand. (45:18) Chrissy shares her journey of transitioning from galleries to independent work. (50:03) Doug emphasizes the importance of stepping back to enjoy creative freedom.   Resources Mentioned: Elyse Allen Textiles - https://www.elyseallentextiles.com/ ICON - https://www.icon4x4.com/about-icon/our_story Chrissy Glenn's Sculptures - https://www.chrissyglenn.com/ Nordberg Furniture - https://nordberggallery.com/ Thanks for joining us for the latest episode of Day in a Canoe. If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.       #CreativeWealth #ArtAndDesign #BusinessSuccess #PlanningAlternatives

In this episode, Julie Colwell,  Psychologist, Founder, and Director of the Evolutionary Power Institute, shares insights into redefining wealth beyond money. Julie discusses how energy, health and purpose play vital roles in living a fulfilled life. She emphasizes the importance of aligning personal energy with meaningful experiences, while also touching on the role of relationships and creativity in true wealth. Key Takeaways: (02:18) Money can be overemphasized, and it's easy to forget about other forms of energy. (02:45) We have a limited amount of energy, and how we invest it determines our return. (05:48) People often sacrifice their health to make money, but there should be a limit. (15:27) Without health, nothing else in your life can truly thrive. (16:48) Possibility makes life interesting and fun — it's essential for long-term fulfillment. (18:30) Creativity allows you to access new ideas and possibilities that keep life exciting. (24:12) True wealth has nothing to do with money; it's about meaning and purpose. Resources Mentioned: Julie Colwell - https://www.linkedin.com/in/julie-colwell-67a966264/ Evolutionary Power Institute - https://www.linkedin.com/company/evolutionary-power-institute/ The Energy of Money by Maria Nemeth - https://energyofmoney.com/ Gay and Katie Hendricks' Work - https://hendricks.com/   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. Thanks for joining us for the latest episode of Day in a Canoe. If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. #FinancialPlanning #PersonalGrowth #Work-LifeBalance

In this episode, Nathan and Kathy discuss: What family systems are and how they operate Tools to reflect inward and examine your own operating system along with your family system The correlations between you and the generational systems you inherited The emotional attachments to success and money and the role those topics play in family systems Key Takeaways: Addressing what you and your family have inherited emotionally over generations and what you want to do about it often leads to wonderful discussions and a way to talk about what is most important to you all as a unit. Giving yourself time to think about what is important to you to speak for yourself in family conversations is the best way to gain confidence and feel like each family member is heard Curiosity is the biggest motivator in taking action and starting these conversations with your family. "Being yourself with people you are sensitive to, can be magic."  —  Kathy Wiseman.    About Kathy Wiseman: Kathy Wiseman is the Founder of Working Systems Inc and Partner at Navigating Systems, the Brown Center for the Study of Family. Kathy's interest and expertise are in assisting family members, family executives, and legal and financial professionals in applying family systems theory to the challenges in their professional and personal lives. Her focus is on making available the groundbreaking research of Dr. Murray Bowen to the professionals who serve business families and organizations. She works with motivated leaders to think systems and increase their capacity to manage themselves in times of change. Connect with Kathy Wiseman:  LinkedIn: Kathy Wiseman | LinkedIn Website: Faculty — Navigating Systems DC  Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009

In this episode, Nathan and Mark discuss: The landscape of residential real estate and the ever-increasing demand for homes despite low inventory and high interest rates. Recent lawsuits against the National Association of Realtors and what it means for real estate professionals and homebuyers. Building businesses and taking risks, particularly in situations where your back is against the wall. Key Takeaways: The real estate business is constantly changing, now more than ever we are seeing low inventory, shifting brokerage practices and constant market fluctuation trying to catch up with increasing demand. Entrepreneurial ventures take time, patience and risk taking. The best lessons in life aren't through education, but in living through experiences and learning from them. Investing in yourself can be the most powerful way to impact your life. Avoiding lifestyle creeps and reinvesting in things that can pay you back in the long run is of great value. "One of lessons that I learned from the guy that recruited me into the business… when you close a deal, take 25% of your commission and somehow get it into the real estate business."  —  Mark McLaughlin.    About Mark McLaughlin: A visionary leader in the real estate industry for more than 20 years, Mark McLaughlin's success is founded in collaboration, early adoption of technology applications, open communication and a keen emphasis on fact-based decisions. He has been highly effective in building dynamic organizations and developing successful business partnerships by establishing clear, measurable objectives for his team and clients. McLaughlin personally directs key strategic initiatives with intense passion and draws on various experiences to achieve elite performance. By the time Compass had acquired Pacific Union in 2018, McLaughlin had grown the San Francisco-based brokerage's sales volume from $2.2 billion in 2009 to more than $14 billion, ranking as the 5th-largest residential real estate brokerage in the US. At mid-year 2020 the business was on pace for $20 billion in sales volume in 2021. McLaughlin has been at the forefront of industry innovations by enabling his real estate professionals to have a voice in which marketing and educational programs allow them to best serve their clients and grow their businesses. These initiatives have shaped his companies' service offerings and put cutting edge tools in the hands of every team member to better serve their clientele. McLaughlin was named San Francisco Business Times top CEO in 2017, was honored as RISMedia CEO of the year in 2013 and has been consistently recognized by Inman News and the T3 Swanepoel rankings as one of the top 10 most influential industry executives. Under his leadership, Pacific Union International was named Christie's International Real Estate Affiliate of the Year, in 2013, and Top Real Estate firm in the world by the International Properties Awards in London in 2018. Connect with Mark McLaughlin:  LinkedIn: Mark A McLaughlin | LinkedIn Website: McLaughlin Ventures | Mark McLaughlin (mclaughlin-ventures.com) Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009    

In this episode, Nathan and Breck discuss: Art as an investment and the value it holds from a monetary and aesthetic standpoint The rise of fine art as an alternative asset class The role of an art consultant in the buying and selling process of fine art  The impact Breck's grandfather had on his life and the community they lived in thanks to his influence as the founder of Xerox How family values and community involvement shape who you are Key Takeaways: There is a hunger for people to understand art as an asset while also appreciating the aesthetic of the works itself Follow your passion and find a way to incorporate it into your work each and every day. Determining the impact you want to make with generational wealth starts and ends with your family dynamic. Finding common ground, a shared vision and how you orient together is key to a successful family experience. Embrace your strengths, have sure footing, and maintain a bit of a practical planning view to see the bigger picture in life. "Art is about context, and the reason why art is in our museums is because it resonates with a moment in time." —  Breck Kling   About Breck Kling: Breck is an Acquisitions and Collection Management Specialist and Fine Art Consultant that has been with Heather James Fine Art since 2017. He spends his time between Palm Beach Florida and Jackson Hole Wyoming. First introduced to HJFA as a collector, Breck's collection includes works by Robert Rauschenberg, Chuck Close, Takashi Murakami, Yoshimoto Nara, and Dana Schutz. He was a longtime board member of the Memorial Art Gallery, Rochester, NY, and was an advisor to the first VOLTA art fair in Basel, CH, in 2005. Breck has sat on the board of his family's foundation (www.wilsonfdn.org) for over 25 years and he is also a co-founder and a trustee of Silicon Couloir, a network for entrepreneurs based in Jackson Hole.  Breck's passions are art and meeting new people.  He spends the majority of his time meeting new collectors and helping clients navigate collecting decisions . Breck's perspective as a collector and decades of experience in the artworld offers his clients unique insights at any stage in their collecting process.  Breck has also assisted collectors in selling works by Claude Monet, Jackson Pollock, Pat Steir, Andy Warhol, Willam de Kooning, Louise Bourgeois, Robert Motherwell, Yayoi Kusama, Takashi Murakami, James Rosenquist, Alexander Calder, and Zao Wou-Ki among others.  Breck spends winters in Palm Beach and enjoys time with his two kids, golf and recently discovered pickle ball.    Connect with Breck Kling:  LinkedIn: Breck Kling | LinkedIn Website: Art Consultant | Heather James Fine Art Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau

In this episode, Nathan and Chris discuss: The beauty of the entrepreneurial journey and knowing when to enter and exit an opportunity in the world of business   Emphasizing business development and customer acquisition as key drivers in your organization's growth and success The power of choice and taking action when things don't pan out the way you thought they would Resiliency in the face of the toughest challenges life and business can throw your way Key Takeaways: If you have the entrepreneurial itch, particularly at a young age, follow it. Find your niche, discover what makes you invaluable at a company and make it known. Slow down, stop and smell the roses, and spend time with the people you love most; you never know what curveballs life has to offer. "If you're going to fail, fail fast. Don't spend millions of dollars to fail, spend hundreds of thousands." —  Chris Hessler About Chris Hessler: Chris Hessler is a serial entrepreneur, with multiple successful exits, who has launched 12 Advisory Boards throughout his career (mostly because he needed talent/experience he couldn't afford to hire). Previously, Chris was an Operating Partner at Alpine Investors, and is currently Executive Chairman of Linkwell Health, bringing his extensive network to the platform. Connect with Chris Hessler:  LinkedIn: Chris Hessler | LinkedIn To Be Alive! By Chris Hessler: Amazon.com: To Be Alive!: There, but for the Grace of God, Go I eBook : Hessler, Chris: Kindle Store Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009

In this episode, Nathan and Mykolas discuss: Protecting your personal data and privacy in an ever-increasing digital world The existing cybersecurity landscape and the threats, scams, and modes of protection you need to be on the lookout for Action that is being taken to protect children and adults from the threats of social media at the local, state, and federal level The growing role artificial intelligence today and how it will impact our world from a business and economic standpoint Key Takeaways: One out of seventeen Americans have had their identity stolen and one out of four Americans are harassed, stalked, or otherwise intimidated online at some point in their life. Taking the time to run a diagnostic on your individual and family's online presence is a best practice to stay safe. Legislation does not move as fast as new technology does. Waiting for laws and regulations to be put in place by the government to protect individuals and families is not as realistic. Solutions will likely lie in the hands of private enterprise and individuals to act against cyber threats. Right now, it is increasingly challenging for people to differentiate what is real and what is fake in the online world. AI will significantly impact that trend in this new era of technology, staying informed and aware of what is real and what has been manufactured by technology and bad actors is key. "Be ethically non-negotiable in business. There are plenty of shortcuts that can be had in business, whether it's in hiring, whether it's firing, restructurings, dealing with clients; all of those things exist and I have never found it advantageous to even think about the shortcuts because the right way is almost always the best way to build a business." —  Mykolas Rambus About Mykolas Rambus: Mykolas Rambus is a data and technology leader from Detroit, with a passion for great teams, new ventures, and doing the improbable. Mykolas is Co-founder and CEO of Hush, a new service dedicated to helping families take back control of their financial, physical, and reputation security. Previously, Mykolas was General Manager of Equifax's marketing services division, a business unit engaged with thousands of clients ranging from Fortune 25 to SMB's, providing IXI data exchange, digital, and highly regulated credit marketing data and insights. He is a frequent commentator on data and technology, has presented at numerous conferences, and been interviewed by CNBC, CNN, BBC, Bloomberg, Financial Times, Thomson Reuters, the New York Times and more. Mykolas studied at the Massachusetts Institute of Technology, where he concentrated his undergraduate studies on Operations Research, Information Technology, and Urban Studies and Planning. Connect with Mykolas Rambus:  Website: https://www.mykolas.com/ Hush: Hush – Premium Privacy Platform (gohush.com) LinkedIn: https://www.linkedin.com/in/mykolasrambus/ Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009

In this episode, Nathan and Desirée discuss: How mentorship at an early age can unlock young people's potential Leveraging the education you get in all areas of life, not just within the classroom The benefits of having a purpose-driven company and social enterprise, going beyond business How to attract and retain young talent within your organization through a defined purpose-driven approach The intention behind money - how does it become the support system of your values and impact on the world    Key Takeaways: One's childhood is pivotal, it has the potential to determine how a person's growth journey will unfold. It is a time when people may meet a teacher, a coach, or a mentor that ignites that spark for them to go on to do great things.  McKinsey's research says that 70% of people say that they define their purpose through their work. People are now associating their personal brand with their place of work and the career they have.  Having a purpose-driven company that's focused on initiatives such as corporate social responsibility and sustainable practices will not only attract and retain talented recruits, they will also attract investors.  The purpose of money isn't just to make more. The money that we earn allows us to leave the world a better place. Money enables us to leave a legacy that helps the world and gives back to others.    "It's really important to understand that these days in order to attract and retain young talent, you have to have some type of purpose behind what you do. " —  Desirée Bombenon About Desirée Bombenon: Desirée Bombenon is the CEO and Chief Disruption officer of SureCall Contact Centers Ltd. She has over 30 years of business operational experience and strategic leadership. Awarded RBC's Women's Entrepreneur for 2020, Ernst & Young 2019 Entrepreneur of the year for the Prairies in Communication Technology, she is a bold innovator, futurist, and purpose-driven leader. Her portfolio includes business strategy, social enterprise, and culture building. Desirée was named WXN Canada's Top 100 Most Powerful Women for 2020, 2017, & 2016. She is an active member of a number of organizations including YPO and International Women's Forum and has chaired several industry boards and focus groups.    Connect with Desirée Bombenon:  Twitter: https://twitter.com/DesireeBombenon  Website: https://www.surecallcc.com/  LinkedIn: https://www.linkedin.com/in/desireebombenon/?originalSubdomain=ca    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009     Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Nathan and Ian discuss:   Discovering essential qualities of effective leadership in any economic climate. Identifying your boundaries and learning the importance of seeking expert insight. Grasping the crucial role of trust-building and valuing connections in your professional life. Cultivating a team-competitive mindset and learning from past errors. Comprehending the importance of seeking balance and incorporating diverse perspectives.   Key Takeaways: Master the art of cultivating trust with clients and fellow team members. Delve into the search for harmony in business, sensory input, and personal well-being. Embrace the power of team competition as a springboard for collective achievement. Find ways to remain grounded and steadfast in the face of societal division. Learn why consistent leadership is pivotal in tackling unpredictable challenges. "You want to be the person that the most talented people in the business, not just in your company, want to work for."  - Ian Muir About Ian Muir Ian Muir is a seasoned financial professional who has spent more than three decades navigating the complex world of global finance. Ian's diverse background, including his Scottish and English heritage and his degree in English literature, has helped shape his approach to leadership and problem-solving. Currently serving as Senior Vice President and Managing Director of Advisor Services, Trading, and Operations at Charles Schwab, Ian has previously held multiple roles at Bank of America Merrill Lynch. His wealth of experience and unique viewpoints make him an engaging and insightful guest as he shares his thoughts on the importance of embracing balance and diverse perspectives.  Connect with Ian Muir: Website: https://advisorservices.schwab.com/content/ian-muir LinkedIn: https://www.linkedin.com/in/ian-muir-8152705/ Twitter: https://twitter.com/Schwab4RIAs Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Bloomfield Hills, MI 48304   Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Nathan and Cyrus discuss: The importance of mobility in our lives  The possibility of flying cars in the near future  Hurdles to advancement in the mobility space Making your entrepreneurial journey an adventure   Key Takeaways: Not many are aware of how pivotal mobility is in our lives today. Improving systems of delivery could literally save lives. An example of this is using mobility for blood delivery to remote locations. Flying cars have always been conceptualized as the mobility of the future and right now, close to 600 companies are developing their own version. It will not be too far into the future until we have many working models.  The biggest hurdle to drone delivery and functional flying cars in the modern age isn't the lack of technological advancement, but the lack of certification and permission from aerial authorities. Airspace is dangerous, so safety should be the number one priority for companies developing their technologies.  Life is all about going on meaningful adventures with the people you enjoy spending time with. Going on adventures can mean taking risks and pursuing a path less traveled. Incorporate this mindset in your business to have a fulfilling journey towards success.    "Go on meaningful adventures… and do it with people you enjoy spending time with." —  Cyrus Sigari   About Cyrus Sigari: Sigari is Co-founder and Managing Partner of UP.Partners, a venture capital firm supporting companies that are creating technologies that help move people and goods cleaner, faster, safer and at lower cost - on the ground, air, sea, and space.    Connect with Cyrus Sigari:  Website: https://up.partners/  LinkedIn: https://www.linkedin.com/in/cyrus-sigari-0218401/    Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009     Show notes by Podcastologist: Justine Talla   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.