Building the Biz

Episode OverviewWhat if the future of entrepreneurship isn’t flashy startups…but “boring businesses,” operational excellence, and building companies that actually create freedom?  In this episode of Building the Biz, Shane sits down with Brian Samson, founder of Plugg Technologies, to unpack scaling businesses across borders, leveraging nearshore talent in Latin America, and why founder passion still matters in an AI-driven world.  Brian shares his journey from Silicon Valley tech recruiting to building and scaling multiple businesses, living as an expat in Argentina, and eventually pivoting into acquiring “boring businesses” like cleaning, locksmithing, and home services companies.Key Takeaways• Founder Passion Still Wins• “Boring Businesses” Are Massive Opportunities• Nearshoring Is Reshaping Talent Acquisition• AI Won’t Replace Great Operators• Entrepreneurship Doesn’t Have to Cost You Your FamilyIn This Episode, You’ll Learn· Why founder-led sales matter· The future of nearshoring· Why execution matters more than ideas· The opportunities in overlooked industries· How to structure multiple businesses· Entrepreneurship and foster care advocacyMemorable Quotes· “Growth has to be founder driven.”· “There are no million-dollar ideas—only million-dollar execution.”· “I’d rather bet on myself than anybody else.”About Brian SamsonBrian Samson is the founder of Plugg Technologies, a nearshore staffing firm connecting U.S. companies with top talent across Latin America. Over the last decade, Brian has built and scaled multiple businesses across recruiting, software, staffing, and home services industries.Connect with Brian SamsonWebsite: https://plugg.tech/LinkedIn: https://www.linkedin.com/in/briansamson/ TagsEntrepreneurship, Nearshoring, Founder Leadership, Latin America Talent, Business Growth, AI in Business, Boring BusinessesDisclosuresShane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. 8831353.1 Exp. 3/28

Episode OverviewIn this episode of Building the Biz, Shane sits down with Andrea Carpenter and Elizabeth Ledoux of The Transition Strategists for one of the most honest conversations the show has had around succession, identity, family dynamics, and what it really takes to transition a business well.This conversation goes far beyond legal documents and financial structures. Andrea and Elizabeth unpack the emotional side of transition—the fear, expectations, communication breakdowns, entitlement concerns, identity struggles, and leadership tensions that often derail even successful businesses.Whether you’re a founder, successor, entrepreneur, or simply someone thinking about legacy, this episode is packed with wisdom on how to transition intentionally and preserve both relationships and impact.Key TakeawaysTransition Is Not an Event — It’s a JourneyOne of the biggest mistakes founders make is waiting too long to begin transition planning. Andrea and Elizabeth explain why healthy transitions often take 5–10 years and require intentional communication and preparation along the way. Identity Often Derails Transition More Than EconomicsMany founders can solve the financial side of transition. The harder part is separating identity from the business itself. The episode explores how owners can begin defining purpose and fulfillment beyond the title of founder or CEO. Communication Is the Foundation of Healthy SuccessionThe most successful transitions involve open communication between founders, successors, employees, and family members. Lack of communication often creates assumptions, fear, resentment, and misalignment. Successors Carry More Pressure Than Most People RealizeAndrea shares powerful insight into the psychology of successors—especially in family businesses—including the pressure of expectations, fear of appearing entitled, and trying to forge an authentic identity while stewarding someone else’s legacy. Fear Creates Stories That Often Aren’t TrueOne of the strongest themes throughout the conversation is how fear creates false narratives. Many owners assume employees, family members, or successors will react negatively without ever having the conversation to verify those assumptions. In This Episode, You’ll Learn· Why most business transitions fail · The emotional side of succession planning · How founders can separate identity from business ownership · Why successors often feel pressure, guilt, and uncertainty · The difference between entitlement and curiosity · How communication changes family business dynamics · Why transition planning should start earlier than you think · What “Transition 3.0” means · The role fear plays in founders and successors · Why timelines create clarity during transition · How founders can avoid holding on too long · The importance of creating a “next adventure” after business ownershipMemorable Quotes“Transition is not an event—it’s a journey.” “Nobody gets everything they want.” “Holding on too long can create outcomes you don’t want.” “Fear gets in the way of clarity.” “Successors aren’t entitled—they’re often just curious.” “You’re always going to be the founder.” About Andrea Carpenter & Elizabeth LedouxAndrea Carpenter is President of The Transition Strategists, where she helps rising-generation leaders step into ownership and leadership with clarity and confidence. With a background in UX design and personal experience as a successor herself, Andrea brings a modern and deeply human perspective to family business transition. Elizabeth Ledoux is Founder and CEO of The Transition Strategists and a nationally recognized succession planning expert with more than 30 years of experience helping founders transition businesses intentionally while preserving relationships, legacy, and long-term impact. Connect with Andrea & Elizabeth🌐 Website: The Transition Strategists 📘 Resource: www.beforebuysell.com   🔗 LinkedIn:Andrea Carpenter LinkedIn Elizabeth Ledoux LinkedIn Tags Business Succession Planning, Family Business, Entrepreneurship, Founder Legacy, Leadership, Exit Planning, Generational Wealth, Family Business Transition, Succession Strategy, Business Ownership, Emotional Intelligence, Leadership Development, Founder Identity, Building the Biz PodcastDisclosuresShane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8925800.1 Exp. 5/28

Episode OverviewIn this episode of Building the Biz, Shane sits down with Andrew Fejer, Managing Director at Lazear, to unpack the world of ESOPs (Employee Stock Ownership Plans) and why they remain one of the most misunderstood opportunities in business today. With over two decades in corporate banking and business advisory, Andrew brings practical insight, honest perspective, and deep conviction around ownership, culture, and legacy.This conversation goes far beyond exit planning. It’s about leadership, authentic relationships, building the right advisory team, and creating businesses that outlive the founder in healthy ways.In This Episode, You’ll Learn· Why ESOPs are often more misunderstood than private equity · What makes a founder a strong ESOP candidate · Common myths around employee ownership and control · How ESOP structures actually work from a founder’s perspective · The difference between good leverage and dangerous leverage · Why employee ownership can help address the wealth gap · How to build a high-level advisory team around your business · Why authentic networking creates long-term opportunity · The connection between ownership culture and business performance · What “regret-free” exits really look like for founders · Why founders need friction, accountability, and honest feedback · The role discipline and love play in leadership and legacyAbout Andrew FejerAndrew Fejer is Managing Director at Lazear, where he leads ESOP advisory efforts across the Western United States. With more than 20 years of experience across JPMorgan, HSBC, and BOK Financial, Andrew specializes in helping founders navigate tax-efficient exits through employee ownership structures.Passionate about business equity, legacy, and ownership culture, Andrew works closely with founders to help them discover alternatives to traditional exit strategies while preserving the businesses and teams they’ve worked so hard to build.Connect with Andrew Fejer & Lazear🌐 Website: Lazear Capital Partners 🔗 LinkedIn: Andrew Fejer LinkedInDisclosuresShane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Guardian does not issue nor service mortgages or reverse mortgages. 8906315.1 Exp. 5/28

Episode OverviewWhat if the future of business ownership wasn’t about selling out—but sharing it? In this episode of Building the Biz, Shane sits down with Todd Leverette and Tobi Adewodu of Apis & Heritage Capital Partners to unpack employee ownership, capital, and legacy. This conversation challenges the traditional exit model and introduces a powerful alternative—one where business owners can create wealth, preserve culture, and reward the people who helped build it.Key TakeawaysOwnership Is Cultural, Not Just Financial Employee ownership works when culture aligns with incentives—not just structure.Community + Capital = Scale Capital alone doesn’t sustain businesses—community does. Together, they create real impact.Legacy Is Bigger Than the Founder True legacy includes employees, culture, and long-term impact—not just valuation.The Wealth Gap Is Structural Employee ownership creates real pathways to close wealth inequality.Alignment Drives Performance When everyone wins, businesses perform better.In This Episode, You’ll Learn· How employee ownership actually works· Why most owners overlook this exit path· The connection between ownership and culture· How capital can serve community· Why free cash flow matters most· How to think about legacy differently· The impact on retention and performance· The future of ownership in AmericaMemorable Quotes· “Community with capital—that’s where the magic happens.”· “Ownership aligns incentives—and incentives drive behavior.”· “Legacy isn’t just what you build—it’s who benefits.”· “Free cash flow is the name of the game.”· “Think about the end at the beginning.”About the GuestsTodd Leverette is Co-Founder and Managing Partner at Apis & Heritage Capital Partners, focused on employee ownership transitions.Tobi Adewodu is Associate Director of Investor Relations, blending Wall Street experience with mission-driven capital allocation.Connect🌐 https://www.apisheritage.com TagsEmployee Ownership, ESOP, Private Equity, Business Exit Strategy, Entrepreneurship, Leadership, Wealth BuildingDisclosuresShane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8885778.1 Exp. 4/28 

OverviewWhat if success in business wasn’t about working harder—but about slowing down, doing the internal work, and redefining what actually matters?In this episode of Building the Biz, Shane sits down with Sean Taylor, Co-Founder and CEO of Cornerstone Christian Counseling, to explore the intersection of faith, business, relationships, and identity. Sean shares how he and his wife built a thriving, multi-location counseling practice without compromising their values—and how their work is helping people experience the abundant life described in John 10:10.From navigating burnout and the myth of the “self-running business,” to bridging the gap between faith and psychology, this conversation challenges entrepreneurs to rethink success.Key TakeawaysMany entrepreneurs try to outwork their problems. Sean explains why slowing down—through prayer, reflection, and intentional rhythms—often leads to deeper breakthroughs than pushing harder.Business success is often used as a distraction from unresolved internal or relational challenges. At the end of a career, people don’t measure success by revenue or titles—they measure it by impact, relationships, and the lives they’ve influenced.Sean shares how burnout and a poorly executed sabbatical revealed that identity and purpose must come from something deeper.Sean and his team integrate biblical truth with evidence-based counseling practices, showing that faith and science can work together to bring healing and transformation.In This Episode:How to avoid burnout while still building a scalable companyWhy entrepreneurs struggle to translate business success into relational successHow to prepare emotionally and mentally for an eventual business exitHow identity shifts from “what I do” to “who I am”Why internal work is essential for long-term leadership effectivenessHow to integrate faith into business without forcing itThe importance of living and leading at the pace of JesusMemorable Quotes“You don’t have to have your problems solved to be content and joyful.”“We’re not made to do this life alone.”“Transitions need to be methodical—delegate, don’t abdicate.”“Live life to the full—and help others do the same.”About Sean TaylorSean Taylor is the Co-Founder and CEO of Cornerstone Christian Counseling, a multi-location therapy practice serving clients across Colorado and Florida. Since launching in 2009 with his wife Angie, Sean has built a relationship-centered, out-of-network practice known for integrating clinical excellence with a biblical foundation.https://christiancounselingco.comTagsFaith & Business, Christian Entrepreneurship, Leadership Development, Mental Health, Counseling, Marriage & Relationships, Business Ownership, Identity & Purpose, Personal Growth, Entrepreneurial MindsetDisclosuresShane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8831353.1 Exp. 3/28

DescriptionFormer Disney executive Vance Morris shares how to design unforgettable customer experiences, increase retention, build systems that create owner freedom, and scale a business that runs without you. Learn Disney’s secrets to customer loyalty, pricing power, and long-term business value.Episode OverviewWhat if the secret to scaling your business—and eventually stepping away from it—was hidden in the way Disney designs customer experience? In this episode, Shane Bauman sits down with former Disney executive and entrepreneur Vance Morris to unpack how intentional systems create loyalty, retention, and true owner freedom. Vance shares how business owners can create unforgettable experiences that increase profitability, strengthen culture, and position their companies for long-term growth and exit.Key Takeaways• Customer experience must be systematized—not left to chance.• Customer retention is more profitable than constant acquisition.• Emotional connections drive loyalty and repeat business.• Systems create freedom and scalability for owners.• Differentiated experiences allow businesses to charge premium pricing.In This Episode, You'll Learn• How Disney operationalizes customer experience at scale• Why retention is the hidden driver of profitability• How emotional touchpoints increase loyalty and referrals• The systems required to create owner freedom• How experience design impacts valuation and exit potential• Why differentiation creates pricing power• The connection between culture, systems, and scalabilityMemorable Quotes• “Consistency is the foundation of great customer experience.”• “It’s your job to remind customers you exist.”• “Culture must be taught, modeled, and reinforced.”• “You won’t profit unless you implement.”About Vance MorrisVance Morris is a former Disney executive turned entrepreneur and customer experience strategist. He built and systematized multiple successful home service companies and now helps business owners create scalable companies with strong retention and customer loyalty.Connect with Vance MorrisWebsite: https://deliverwow.comLinkedIn: https://www.linkedin.com/in/vancemorrisTags (Apple Podcasts & Spotify)Customer Experience, Entrepreneurship, Business Systems, Scaling a Business, Disney Business Lessons, Leadership, Customer Retention, Small Business Growth, Business Ownership, Operational ExcellenceDisclosuresShane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8743694.1 Exp. 2/28 

Episode Description Why do so many high achievers reach success—yet still feel unfulfilled?In this episode of Building the Biz, Shane Bauman sits down with executive leadership expert Kristen Kenton for a deep, honest conversation about achievement, identity, and what it truly means to live and lead well.Kristen is the President & CEO of Kenton Talent Management and the founder of the Executive Women’s Summit. Through years of working with high-performing executives, she’s seen a consistent pattern: success alone doesn’t create fulfillment.Together, Shane and Kristen explore the difference between achievement and contentment, the role of emotional intelligence in leadership, and how purpose, values, and faith shape sustainable success—both personally and professionally.This episode is for leaders who have done “all the right things” but are still asking: Is this it?What You’ll Learn in This EpisodeWhy achievement doesn’t guarantee fulfillmentThe difference between success, contentment, and purposeCommon patterns among high achievers who feel stuck or restlessHow emotional intelligence impacts leadership effectivenessWhy identity matters more than outcomesThe hidden cost of tying self-worth to performanceHow faith and hope shape resilient leadershipWhat transformational leadership actually looks like in practiceNotable Moments & ThemesAchievement vs. fulfillment: why hitting the goal can still feel emptyEmotional intelligence as a stronger predictor than credentialsThe role of trauma and unresolved identity in leadership pressurePurpose as the missing link for sustainable successLeading from values instead of external validationAbout the GuestKristen Kenton is President & CEO of Kenton Talent Management, where she helps organizations identify and develop transformational leaders who align results, culture, and purpose. She is also the founder of the Executive Women’s Summit, a leadership development community dedicated to helping high-performing women grow with authenticity and impact.Links & ResourcesKristen Kenton on LinkedIn: https://www.linkedin.com/in/kristenkenton/Kenton Talent Management: https://www.kentontalent.com Executive Women’s Summit: https://executivewomenssummit.comBuilding the Biz Podcast: https://podcasts.apple.com/us/podcast/building-the-biz/id1711862560Tags / Keywords Leadership, Entrepreneurship, High Achievers, Emotional Intelligence, Executive Leadership, Purpose & Fulfillment, Faith in Business, Identity & Success, Personal Growth, Organizational Culture, Women in LeadershipDisclosureShane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8727728.1 Exp. 1/28

Episode OverviewIn this episode of Building the Biz, Shane sits down with acquisition entrepreneur Jeremy Hunka, owner of Summit Cabinet Coatings. Jeremy shares an unfiltered look at what happens after the deal closes — from debt pressure and people-pleasing to redefining leadership and learning where faith truly fits in business ownership.This conversation is a candid exploration of buying versus building, the emotional toll of leadership, and the freedom that comes from stepping into the right seat.Key Topics CoveredWhy Jeremy chose acquisition over starting from scratchThe reality of being an operator-owner vs. a true ownerHow debt impacts cash flow, decision-making, and leadership stressThe hidden cost of people-pleasing in businessFaith as daily dependence, not just beliefTransitioning from visionary-integrator to ownerEthical vs. redemptive business practicesUsing EOS and knowing when to bring in an implementerDesigning a role that fits your strengths as a leaderNotable Quotes“Every hard day was made harder by a three-hour commute.”“Faith went from something I had to something I depended on daily.”“I learned I’m more naturally an owner than an operator.”“Businesses this size are always hairy — you just have to decide which hair you’re comfortable with.”Who This Episode Is ForEntrepreneurs considering buying a businessOwners feeling stretched in day-to-day operationsLeaders navigating people-pleasing tendenciesFaith-driven business owners seeking alignmentAnyone questioning whether they’re in the right seatConnect with JeremyJeremy Hunka is an acquisition entrepreneur and owner of Summit Cabinet Coatings, based in Fort Collins, Colorado. His journey spans chemistry, finance, commercial real estate, and now small business ownership — bringing a thoughtful, grounded perspective to leadership and growth.Tags:Entrepreneurship, Faith, Acquisition Entrepreneur, People Pleasing, Summit Cabient Coatings, Marketing, Building the Biz Podcast Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8714290.1 Exp. 1/28 

The Opposite of Poverty with Andrew DeVaneyGuest: Andrew DeVaney, Founder & CEO, As One MinistriesShow Notes:In this episode of Building the Biz, host Shane Bauman sits down with Andrew DeVaney, Founder and CEO of As One Ministries, to explore what it truly means to pursue dignity-centered impact through entrepreneurship, faith, and community development in rural Uganda.Andrew shares the origin story of As One—born out of college summers spent in East Africa—and how the organization has grown incrementally over the last decade by responding to real problems on the ground. Rather than chasing rapid scale, As One has focused on density: building schools, health clinics, farms, and businesses within specific communities to restore agency, accountability, and long-term sustainability.The conversation challenges traditional charity models and reframes poverty not as a lack of material goods, but as a breakdown in relationships, dignity, and wholeness. Andrew explains why moving people from beneficiaries to customers creates ownership and accountability—and how earned-revenue models can coexist with philanthropy to catalyze flourishing communities.Shane and Andrew also discuss leadership formation, healthy friction, culture, EOS, faith, and self-awareness—drawing parallels between lessons learned in Uganda and how American entrepreneurs can build healthier, more purpose-driven businesses. What’s Inside:• Why the opposite of poverty is not the American Dream• Building density instead of chasing scale• Moving from beneficiaries to customers• Dignity, agency, and accountability in community development• Blended models: philanthropy + earned revenue• Leadership formation and self-awareness• Healthy conflict and feedback in growing organizations• Culture-building through mission, vision, and values• Applying global lessons to American business leadership Short Description:Andrew DeVaney, Founder and CEO of As One Ministries, joins Shane Bauman to discuss dignity-centered entrepreneurship, community density, faith-driven leadership, and why redefining the opposite of poverty changes how we build businesses and organizations that last. Tags:Social entrepreneurship, leadership, nonprofit leadership, faith and work, entrepreneurship, poverty alleviation, Uganda, organizational culture, EOS, impact-driven businessShane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8672679.1 Exp. 12/27 

In Episode 52 of Building the Biz, host Shane Bauman sits down with Seth Joraanstad, CFO and co-owner of LS Gallegos & Associates—a national consulting firm delivering major transportation and infrastructure programs across the country. After helping acquire the business from its founder, Seth and his partners have set a bold, decade-long vision: 10X the company while honoring its legacy.Across this engaging conversation, Seth shares a grounded, faith-driven leadership philosophy shaped by two decades of experience—spanning aviation, finance, infrastructure, and organizational transformation. He opens up about grit, stewardship, culture, EOS, faith in the workplace, and why the transition from employee to owner was one of the most meaningful moments of his life.What We Cover in This Episode:• Blending Legacy with Ambitious Growth• Using Core Values as Strategic Drivers• Vetting for Grit in the Hiring Process• Transitioning from Employee to Owner• Implementing EOS Across a Business• The Role of Patience in Entrepreneurship• Faith in Leadership• Healthy Conflict & Unified Leadership• Business as a Platform for Generosity• Defining Success Beyond RevenueShort Description:In this episode, Shane sits down with Seth Joraanstad, CFO and co-owner of LS Gallegos, to explore purposeful leadership, 10X growth, culture, grit, faith, and the transition from employee to owner. A powerful conversation for leaders building legacy-driven businesses.Tags:Leadership, entrepreneurship, 10X vision, company culture, grit, faith and business, infrastructure, EOS, team building, business acquisition, stewardship, Colorado business leadersMentioned in this Episode:https://lsgallegos.com/Disclosures:Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE, and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8617291.1 Exp. 11/27

In this solo episode, host Shane Bauman walks advisors and business owners through The Advisor’s Succession Roadmap—a framework for exiting your business with integrity, maximizing its value, and protecting the people entrusted to your care. Drawing from real-world examples and biblical wisdom, Shane explains how succession planning isn’t just a financial decision—it’s an act of stewardship and legacy. From understanding your firm’s true valuation to choosing aligned partners, he unpacks five key principles to help you transition well:  1. Laying the Groundwork Is Stewardship — Know what your business is worth and organize it so it can operate without you. 2. Strengthen for Long-Term Impact — Focus on recurring revenue, operational efficiency, and leadership development. 3. Choose Partners Based on Alignment, Not Just Dollars — Find successors who share your values and client care philosophy. 4. Do the Tough Stuff — Get legal and tax counsel, communicate early, and manage integration with excellence. 5. Finish Well — Avoid common pitfalls like waiting too long, chasing payout over people, or ignoring the emotional side of transition. Shane reminds listeners that “succession isn’t just an exit—it’s a legacy move.” With insights grounded in faith, financial wisdom, and practical experience, this episode is a guide for anyone who wants to finish their professional journey strong and purposeful.What’s Inside:• The 5 pillars of a successful advisor succession plan • How to value your advisory firm  • Why stewardship and legacy matter more than payout • Common mistakes advisors make when exiting • How faith and planning intersect in building a lasting impactMentioned in This Episode:• RISE Wealth Strategies – www.risewealth.org• The Advisor’s Succession RoadmapRegistered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE, and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8475981.1 Exp. 10/27

Jaime Holm is the Founder & VP of Design at Tinker Tin, a $20M+ zero-debt manufacturing company that builds large-scale retail displays for brands like Boot Barn, Red Bull, and Coachella. What began in 2012 with a single vintage trailer rental has grown into a multi-facility operation across California and Mexico. A freedom-motivated entrepreneur with a knack for trusting her gut, Jaime has built Tinker Tin without formal business training, outside investment, or even marketing—proving that intuition, values, and resilience can scale into something extraordinary.Jaime reflects on the power of curiosity and authenticity in both business and life, emphasizing how staying grounded through nature, faith, and family has guided her decisions. She discusses how questioning norms led Tinker Tin to shift manufacturing from China to Mexico, improving quality and resilience, and how empathy and psychology drive her human-centered design approach. Looking ahead, Jaime shares her plans to launch a direct-to-consumer product line that brings Tinker Tin’s “beauty at scale” philosophy to smaller retailers. If you’re an aspiring entrepreneur, Jaime urges you to know your “why,” trust your inner voice over noise, and focus on impact rather than personal legacy.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8379243.1 Exp. 10/27What’s Inside:How Jaime grew Tinker Tin into a $20M zero-debt companyHow empathy, psychology, and authenticity shape Jaime’s design processWhy Jaime uses intuition and curiosity to guide big decisionsMentioned in this episode:TinkerTin.comTinker Tin on InstagramTinker Tin on LinkedInTinker Tin on Pinterest

Simon Powell is the Managing Director of Luxe Aquatics, the market leader in designing and creating large-scale luxury aquariums. With a passion for combining cutting-edge design and marine expertise, Simon has positioned Luxe Aquatics at the forefront of bespoke aquatic installations, delivering statement features for high-end residential, commercial, and hospitality spaces.Simon shares how his company began almost by accident when a decorative fish tank in a furniture shop drew unexpected interest, eventually evolving into a full-scale luxury brand during lockdown. Today, Luxe Aquatics partners with specialized manufacturers to build massive acrylic aquariums while Simon’s team handles the creative design, renders, and project management. Every installation blends art and science while also managing the high expectations of wealthy clients.Simon discusses growing Luxe Aquatics internationally to Spain and Dubai, emphasizing his focus on quality, learning, and hiring talented specialists who share his passion for the craft. He also reflects on fatherhood’s influence on his business approach, noting that it’s reshaped his priorities and sense of legacy. His advice to aspiring entrepreneurs is to start before everything feels perfect and learn along the way, summed up by his favorite motto: “If you’re going to miss the bus, miss it running.”Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8314322.1 Exp. 8/27What’s Inside:How Luxe Aquatics became a leader in bespoke aquarium designLessons in scaling a creative business without losing focusHow fatherhood reshaped Simon’s view on work and legacyMentioned in this episode:LuxeAquatics.comLuxe Aquatics on LinkedInCreate the Solution on LinkedInLuxe Aquatics on InstagramLuxe Aquatics on Facebook

Jessica Lowery is Founder and CEO of The POWER of Elderberries, a nationally recommended wellness brand born in her kitchen and built on faith. A former public health lecturer and mother of three, Jessica turned a homemade remedy into a trusted immune support product backed by holistic practitioners across the country. Her journey is one of perseverance, purpose, and an unwavering commitment to keeping wellness clean, honest, and heart-driven.In this conversation, Jessica shares how her wellness brand was inspired by family health struggles, prayer, and a passion for holistic living. She recounts the challenges of late nights, learning the ropes of entrepreneurship, and maintaining integrity in a supplement industry full of shortcuts—all while balancing motherhood and marriage. Jessica speaks openly about refusing investors to protect her formula, navigating the high costs of compliance and shipping, and embracing her ADD/ADHD as both a challenge and a creative strength. She also reflects on her childhood, her drive to prioritize family time, and the growth that comes from patience, grace, and determination. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8260640.1 Exp: 8/27What’s Inside:Jessica’s journey from homemade elderberry syrup to a national wellness brandChallenges of balancing faith, family, and entrepreneurship Lessons on perseverance, patience, and embracing creativity Mentioned in this episode:The POWER of Elderberries on Facebook The POWER of Elderberries on Instagram Jessica Lowery on LinkedIn 

Dale Hahs is President and CEO of AIS Industrial Construction Supply and third-generation leader of an 80-year-old family business. From humble roots supplying airplane hardware to Stapleton Airport, AIS has evolved into a go-to supplier for contractors across Colorado. Under Dale’s leadership, the company has embraced innovation while staying rooted in legacy, sustainability, and faith. With 40 years at the helm, Dale is still hitting his stride, mentoring the next generation (including his own son) and leading with resilience, wisdom, and heart.Dale shares how business has become his ministry, rooted in his upbringing and guided by prayer, especially through personal trials such as his daughter’s addiction and his wife’s cancer. Dale emphasizes mentoring the next generation, sustaining rather than founding, and keeping AIS relevant through customer-driven innovation, adaptability, and embracing new technologies like AI. He reflects on what it means to leave a legacy, aspiring to be remembered as a caring leader, husband, father, friend, and man of faith. Dale’s inspirational story highlights perseverance, the importance of community and mentorship, and leading with humility, curiosity, and conviction.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8236597.1 Exp. 8/27What’s Inside:How faith and family legacy shaped Dale’s careerLessons on resilience through personal trialsInsights on mentoring the next generation Mentioned in this episode:Aisind.comADHQ.comStafda.comDale Hahs on LinkedIn

Christine Hernandez is a business owner, consultant, and leadership coach with a commitment to expanding people’s potential. Over the years, Christine has owned and built 3 multigenerational companies where she created strong, sustainable businesses, teams, and cultures. Now, she’s passionate about working with founders and business owners who are experiencing team dynamic challenges to discover their Vision, Mission, and Core Values so they can better communicate with their team and integrate what matters most to them into their business and team culture.Here, Christine shares her experiences as an entrepreneur, consultant, and leadership coach, reflecting on both her successes and painful lessons. She describes how a mass team exodus early in her career forced her to rethink leadership, shifting from a “savior” mentality to one rooted in trust, autonomy, and alignment with God. Christine discusses resilience, burnout, and the importance of rest, self-connection, and learning to both give and receive. She emphasizes celebrating small wins, reframing criticism as opportunities for growth, and building authentic relationships through community initiatives like Coffee and Convos. Christine advises leaders to first clarify their personal vision, mission, and values, and shares her hope that her legacy will be one of love and of helping people truly see their God-given identity.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8236576.1 Exp. 8/27What’s Inside:How a team exodus reshaped Christine’s leadership.Christine’s experience with resilience, burnout, and letting go of the “savior” roleHow to celebrate wins and lead with clear valuesMentioned in this episode:Impactinitiative.networkImpactnutritionventures.comtheboldinitiative.comChristine Hernandez on LinkedIn

Padideh Jafari is a powerhouse family law attorney, entrepreneur, and host of The Narcissist Abuse Recovery Channel. A first-generation Iranian American, Padideh opened her own law firm straight out of the gate and now leads a 20-person team across LA and Newport. She also just recently joined the board of Casa OC. With a background in both law and psychology, she brings a unique perspective to high-conflict family law cases and business relationships, especially when narcissism is involved. Through her legal work and podcast, she helps people protect themselves emotionally, legally, and financially in toxic dynamics.In this inspiring interview, Padideh shares her journey, insights on narcissism, and lessons from running her own law firm. She speaks openly about the risks of business partnerships with narcissists, the importance of trusting one’s gut, and the need to understand people's motives. Padida also discusses hiring practices, her passion for giving back through carefully vetted charities, and how her psychology background helps her support clients in high-conflict situations. Beyond law, she emphasizes leading with both heart and head, staying curious, and saying “yes” to opportunities, including future possibilities like writing a book or becoming a judge. Above all, she hopes to be remembered as a kind person who helped others find their voice.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8190318.1 Exp. 7/27What’s Inside:How to spot and handle narcissists in businessThe importance of hiring with intentionTips for saying “yes” to purpose, passion, and impactMentioned in this episode:Jafarilegal.comJafari Legal on InstagramNarcissist Abuse Recovery Channel on InstagramJafari Legal on TikTokJafari Legal on YouTube

James Barthel is a Growth Leadership Coach, founder of New Horizons and Kingdom Business Alliance, and author of the upcoming book Thou Shall Grow. After scaling and selling his own nationally recognized faith-based business, James now helps Christian entrepreneurs align purpose, profit, and impact through his Integrated Faith Business framework. With two decades of CEO experience and a heart for mentorship, James brings spiritual clarity and practical wisdom to those building businesses with eternal value.Here, James shares his journey as a faith-driven entrepreneur, coach, and author. He describes the three horizons of growth (survival, success, and scaling) and how his own “desert experience” in business and a life-changing encounter with God in Israel reshaped his vision of doing business with God rather than simply for Him. James reflects on trusting God through challenges like selling his company and his wife’s battle with cancer, where prayer and miracles played a central role. He emphasizes the importance of preparation, accountability, spiritual growth, and integrating faith into all aspects of business. Ultimately, his mission is to inspire Christian business leaders to see business as ministry, pursue profit with purpose, and leave a legacy of advancing God’s kingdom through leadership, excellence, and good works.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, New York. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8175330.1 Exp. 7/27What’s Inside:The three horizons of growth: survival, success, scalingJames’s desert season and encounter with God in IsraelWhy business is ministry, not just profitMentioned in this episode:Jamesbarthel.comNew-horizonsllc.comThoushallgrow.comJames Barthel on LinkedIn

Dan Abel Jr. is the Chief Chocolate Officer behind Chocolate Chocolate Chocolate Company and Bissinger’s Handcrafted Chocolatier. A second-generation chocolatier and entrepreneur, Dan oversees everything from manufacturing to product development and national distribution while still keeping his family roots and St. Louis legacy at the center. Known by some as the "Willy Wonka of the Midwest," Dan blends tradition with innovationas he expands the business with new concepts like a chocolate bar and café, all while raising three kids and sneaking in a round of golf.In this conversation, Dan opens up about the sweet (and sometimes sticky) reality of growing a handcrafted chocolate company. He shares how he went from working the caramel line to running two nationally recognized brands, why he still gets excited about small-batch innovation, and how he manages to scale without sacrificing soul.We get into the hilarious and high-stakes stories of pitching big retailers with nothing but samples and passion, how Dan leads a team that spans engineering, production, R&D, and operations, and why his favorite creation is still a waffle cone caramel bar. He also explains the hard lessons of trying (and failing) to automate certain processes, the joy of making something delicious with your hands, and what it's like to carry on the legacy of a company founded in 1668.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8135159.1 Exp: 7/27What’s Inside:Dan’s lessons from acquiring a 357-year-old brandHow free samples opened doors for Dan’s businessWhy storytelling sells better than statsMentioned in this episode:Bissingers.comChocolatechocolate.comDan Abel Jr. on LinkedIn

Patrick Hutchinson is the Managing Director and Founder of tKW Capital, a Kingdom-minded equity fund focused on values-aligned investments. A licensed attorney and accountant, Patrick has led over $100 million in acquisitions and helped multiple companies scale into the billion-dollar range. With a background in law, finance, and leadership, he now channels his expertise into ventures that reflect his faith and calling. Outside of work, he’s a husband, dad of three, and avid mountaineer chasing the Seven Summits.Here, Patrick dives into faith-driven investing, scaling businesses, and the mindset that fuels both. Patrick shares lessons from his deep acquisitions experience, why he believes "good papers, good friends" is essential to any deal, and how servant leadership drives the way he builds relationships with founders and teams.Patrick also opens up about why scaling a business is harder than summiting a mountain, how he evaluates opportunities through the lens of impact and alignment, and the importance of communication and clarity, even in faith-aligned ventures. From PB&J summit snacks to early morning workouts, Patrick brings candor, humility, and hard-won wisdom to this conversation about business and purpose.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8135113.1 Exp: 7/27What’s Inside:What Patrick looks for in a company before investingThe role of servant leadership in faith-based investingHow to add meaningful value to your businessMentioned in this episode:Kingdomwaycapital.comHutchFinancial.comPatrick Hutchinson on LinkedIn

Chance McClain is a creative entrepreneur, Army veteran, and founder of Heritage Films. After careers in sports radio and theater, Chance built a one-of-a-kind business turning family and founder stories into cinematic documentaries. With over 800 films produced, he's carved out a niche where legacy meets entrepreneurship. Through his work, Chase proves that storytelling isn’t just an art; it’s a business built to last.From writing fight songs for college teams to producing award-winning documentaries, Chance shares how he built a business around his love of story. He opens up about his early failures, moments of bold reinvention, and how he turned unconventional ideas into meaningful, scalable work. His journey is a testament to grit, creativity, and finding success off the beaten path.Chance also dives into the art of trust—specifically, how to gain it quickly. Whether he's filming a personal legacy piece or interviewing a stranger on camera, he emphasizes the importance of making people feel safe fast so they'll open up with honesty and heart. It’s not about small talk; it’s about real connection. If you’ve ever wanted to turn what makes you unique into a business, this episode is a masterclass in doing just that.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8131402.1 Exp. 7/27What’s Inside:How to gain trust quickly and capture meaningful storiesHow to turn offbeat ideas into a thriving creative businessWhy bold moves (and a little discomfort) fuel growthMentioned in this episode:YourHeritageFilm.comChance McClain on LinkedInChance McClain on XHeritage Film Company on FacebookHeritage Film on InstagramHeritage Film on YouTube

Paige Wiese is the founder and CEO of Tree Ring Digital, a top Denver-based agency helping businesses nationwide grow through high-performing websites and data-driven marketing. With over 16 years in the industry, Paige developed a proprietary system to protect and manage digital assets—ensuring brands are built to last. A passionate mentor and speaker, she’s on a mission to help business owners scale strategically while protecting what matters most.In this inspiring conversation, Paige shares her journey from being a self-taught web designer with no formal business training to leading a successful digital agency. She reflects on the challenges she faced, including early unemployment, a diagnosis of epilepsy, and the realities of scaling a business. She also dives into the importance of slowing down to go fast, explaining why strong creative work starts with foundational strategy, not shortcuts.Paige highlights the need for businesses to protect digital assets like domain names, branding, and online infrastructure, especially in the context of exit planning or unforeseen life events. Her passion lies in empowering clients through education, offering tech solutions that go beyond websites, and building lasting relationships based on trust and support. She hopes her legacy is defined not by financial metrics but by the impact her team has on helping clients grow and thrive.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8091119.1 Exp: 6/27What’s Inside:How Paige built her career through trusting her instinctsWhy slowing things down helps you achieve faster resultsThe importance of building a strong foundation in creative workMentioned in this episode:Tree Ring Digital Website Paige Wiese on LinkedIn Tree Ring Digital on FacebookTree Ring Digital on InstagramTree Ring Digital on LinkedInTree Ring Digital on YouTube

Matt Tait is the CEO and co-founder of Decimal, a tech-enabled accounting firm revolutionizing financial operations for small and mid-sized businesses. A former attorney turned serial entrepreneur, Matt has led multiple ventures, including a successful startup acquisition. At Decimal, Matt combines modern technology with a people-first approach to simplify accounting for industries like home services, dental practices, and professional services. He also hosts the podcast After the First Million, where he shares insights on leadership and growth.Matt dives into how he's revolutionizing accounting for small businesses with a tech-enabled, people-first approach. Drawing on a background steeped in entrepreneurship, Matt breaks down how curiosity and resilience have shaped his path, from brick-hauling job sites to founding multiple ventures. He discusses why being outside the accounting industry gave him a critical edge and how viewing finance as an operational issue helps Decimal deliver real value to clients. Matt also opens up about navigating the “messy middle” of growth, the dangers of scaling too fast, and why understanding your own limits is just as important as understanding those of your business. He shares candid insights on failure, building a values-driven team, and why saying “never” in business is a losing game. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8090771.1 Exp: 6/27What’s Inside:How Matt’s disrupting the accounting field through DecimalThe dangers of scaling a business to quicklyWhy you should never say “never” as an entrepreneurMentioned in this episode:Matt Tait on LinkedInDecimal.com

Jake Schonberger is a Harvard-educated design engineer turned entrepreneur who co-founded Swapstack, a leading newsletter advertising platform that facilitated over $2M in ad spend before being acquired by beehiiv in 2023. As Swapstack's CEO, Jake built a platform serving thousands of publishers and hundreds of advertisers, creating a crucial bridge between newsletter creators and brands. Following the successful acquisition, Jake joined Beehiiv, where he's now building out their Ad Network. Jake represents the modern creator economy entrepreneur—someone who identified a gap in newsletter monetization, built a solution that generated real results, and successfully exited to a strategic acquirer. Today he continues empowering creators to turn their passion into profitable businesses at one of the fastest-growing newsletter platforms.In this conversation, Jake walks us through his journey from building a successful newsletter ad platform to navigating the emotional and professional shift after its acquisition. He shares what it was like transitioning from founder to team leader, the burnout he faced post-exit, and how he rediscovered balance, purpose, and community.Jake also unpacks his views on monetization, the evolving newsletter ad space, and how AI is helping brands connect with readers in more authentic ways. From tips on charging what you're worth to lessons in solving real problems (not just building flashy tech), this episode is packed with insights for entrepreneurs navigating growth, burnout, or their next big pivot.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, New York. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8060800.1 Exp. 6/27What’s Inside:How Jake navigated an acquisition and the professional shift that followedHow AI helps brands connect with readers in an authentic wayTips for navigating career growth and burnoutMentioned in this episode:Jake Schonberger on LinkedInBeehiiv.com

Jimmy Page is a high-performance coach, health and wellness expert, and the founder of Be Unstoppable Elite Performance and the Unstoppable Freedom Alliance. With over 30 years of experience in leadership and ministry, including time as an executive with the Fellowship of Christian Athletes, Jimmy has worked with everyone from pro athletes and business leaders to major organizations like the NFL, Microsoft, and the US Naval Academy. Jimmy’s also a best-selling author of books like One Word and Life Word and a powerful voice on living with purpose, resilience, and freedom. Today, he lives in Fort Collins, Colorado with his wife and four grown kids. Together they founded Believe Big, a cancer foundation inspired by their family’s journey.Here, Jimmy dives into the importance of building strong organizational cultures rooted in personal conviction and timeless values. Drawing from his background in corporate leadership, ministry, and coaching, Jimmy shares insights on what it means to lead with clarity, cast vision, and take responsibility, especially in a time when moral leadership is often missing. He also explores the power of storytelling, why freedom must be protected and passed down, and how entrepreneurs can align their business with a mission that matters.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8041055.1 Exp. 6/27What’s Inside:Why strong leadership starts with unshakable valuesHow to lead with clarity and lead with moralityHow entrepreneurs can align their business with a meaningful missionMentioned in this episode:Beunstoppable.liveBeastronggirl.comGetoneword.com

Branden Maurin is an entrepreneur, innovator, and founder of Modern Sustainable Water, a modern luxury brand redefining everyday essentials through intentional design and sustainability. With a decade of leadership experience spanning military service and executive protection for Silicon Valley elites,Branden brings a unique blend of strategic insight and purpose-driven innovation to the consumer-packaged goods space. Through Modern Sustainable Water, he’s on a mission to tackle environmental and health challenges with products that are as functional as they are artfully designed.Drawing on experience from military service and executive protection in Silicon Valley, Branden shares how resilience, deep market research, and a relentless pursuit of impact drive his mission to reduce waste without sacrificing quality. He opens up about the hard realities of startup life (bootstrapping, burnout, and navigating a co-founder pivot) and what it really takes to build something truly disruptive. From embracing the “suck” to finding optimism in the chaos, Branden’s story is a raw, honest look at what it means to build a legacy that leaves the world better than you found it.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, New York. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8006423.1 Expires 6/27What’s Inside:How Branden’s company is disrupting the artisan water spaceBranden’s experience running a startup and lessons learnedHow to find optimism amidst chaos as an entrepreneurMentioned in this episode:Branden Maurin on LinkedInModernsustainablewater.com

Jennifer Tsay is the CEO and co-founder of Shoott, a photography platform offering free photoshoots where clients only pay for the shots they love. Operating in over 60 U.S. cities, Shoott supports 750+ freelance photographers and boasts a 4.9-star rating on Google. With a background in finance, project management, and the arts—including acting credits in The Other Two, The Blacklist, and national ad campaigns—Jennifer blends creativity with strategy to lead Shoott’s growth. A Forbes #Next1000 honoree, she lives in the NYC area with her husband, four rescue dogs, and a rescue cat.In this conversation, Jennifer shares how she's disrupting the photography industry and making professional photography more accessible. A former investment banker turned actor and entrepreneur, Jennifer opens up about the importance of understanding your personal and team capacity to avoid burnout and stay focused on what truly moves the business forward. She also speaks powerfully about advocating for yourself, embracing pivots, and trusting your instincts, especially when stepping into the unknown. This episode is a candid look at building a purpose-driven brand through resilience, self-awareness, and bold, creative leadership.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7959266.1 Exp. 5/27What’s Inside:How Shoott makes photography more accessible and supports freelance photographersThe importance of understanding your personal and team capacityHow to advocate for yourself and trust your instinctsMentioned in this episode:Shoott.comJennifer Tsay on LinkedIn

David Hirschfeld is a veteran tech entrepreneur and the founder of Tekyz, a software development firm that helps startups build smarter, faster, and leaner. He’s also the creator of the Launch 1st framework, which helps founders validate their ideas and launch products before writing a single line of code. With over 30 years of experience in tech, AI, and automation, David knows what it takes to turn big ideas into real, scalable businesses. David also hosts the podcast Scaling Smarter, where he interviews business leaders and innovators about using technology and automation to overcome challenges and grow their businesses.Here, David shares how startups can validate and pre-sell ideas using high-fidelity prototypes before writing any code, saving time and money. Drawing from 30+ years of experience, including both a successful exit and a failed venture, David explains why focusing on customer pain points and early revenue is critical. He discusses the power of AI, the importance of exceptional development teams, and his excitement about Techies' new referral partner platform. The episode is packed with insights on building smarter, scaling faster, and staying adaptable in a rapidly evolving tech landscape.One of his core philosophies? Channel your inner five-year-old: approach problems with curiosity, creativity, and a willingness to explore without fear, especially in an era of constant innovation.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7924017.1 Exp. 5/27What’s Inside:David’s startup strategy for using prototypes to save time and moneyBusiness tips for staying adaptable in an ever-evolving tech landscapeThe power of channeling your inner childMentioned in this episode:David Hirschfeld on LinkedInLaunch1st.tekyz.comTekyz.com

Cristin Browne is a former Army Aviation officer and tech executive with leadership experience at Ibotta, Homebot, and Twilio, where she specialized in building revenue and operations teams during periods of rapid growth. Today, she’s the founder of Brave Peak Capital, where she’s focused on acquiring and running a mission-driven, tech-enabled services business in the lower middle market. A proud graduate of West Point and Harvard Business School, Cristin brings a disciplined, people-first approach and a deep belief in the power of aligned teams to drive lasting impact. Outside of work, she channels her commitment to service through board leadership at a veteran nonprofit—and her commitment to wellness through skiing, cycling, and cultivating a thriving vegetable garden.In this conversation, Cristin shares her thoughts on why small business is the answer to our economy and how her experience in the military shaped her perspectives as an entrepreneur. Cristin walks us through her journey to birth Brave Peak Capital and what’s in store for this next chapter in life. She also shares influences from her upbringing, how she achieves balance and harmony as an entrepreneur, a look inside her nonprofit work with veterans, and much more.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7908784.1 Exp. 4/27What’s Inside:How the military shaped Cristin’s perspectives as an entrepreneurCristin’s work with Huts for VetsAdvice for new and existing entrepreneursMentioned in this episode:Cristin Browne on LinkedInBravepeakcapital.com

Jonathan Mast is a visionary entrepreneur, digital marketing expert, and certified AI Persona specialist. As the founder of White Beard Strategies, he helps businesses enhance their digital workforce by creating custom AI personas that reflect their brand’s voice, values, and goals. With a deep background in marketing and a passion for emerging tech, Jonathan blends creativity and strategy to deliver AI solutions that drive engagement and streamline operations. When he's not innovating in the AI space, he's behind a camera or on a motorcycle, bringing the same energy and curiosity to his personal pursuits.Here, Jonathan shares his career story, from spending 15 years in the digital marketing world to starting up White Beard Strategies and a newfound passion for AI. Jonathan credits the exponential growth in his online community to adding value and giving back. He shares why it’s important to build a business to have a life and how entrepreneurs can free up their time to do more of what they love. Jonathan also dives into how AI can help you level up your business, how his background shaped who he is today, and how he maintains a positive mindset.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7883185.1 Exp. 4/27What’s Inside:Stories from Jonathan’s entrepreneurial journeyHow you can use AI to level up your business and lifeHow Jonathan maintains a positive mindsetMentioned in this episode:Whitebeardstrategies.comJonathan Mast on LinkedIn

Elina Panteleyeva is the founder of Dood Woof, a wellness brand for doodle dogs. Here, Elina shares her journey from a tech project manager to an entrepreneur, sparked by a layoff in 2023. She discusses her immigrant background, initial ventures, and how a book inspired her to start her business. Elina emphasizes community engagement, detailing how she built a loyal customer base by addressing doodle-specific needs, like developing a natural detangler spray. She also highlights the importance of self-care and celebrating small wins and offers advice for aspiring entrepreneurs to take action and build supportive communities.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7861065.1 Exp. 4/27What’s Inside:Elina’s journey from tech project manager to entrepreneurHow Elina built the Dood Woof brandElina’s advice for new entrepreneursMentioned in this episode:Doodwoof.comDood Wolf Dog Detangler SprayElina Panteleyeva on LinkedIn

Dave Won is a TEDx Speaker, Certified Money Coach (CMC), and the Founder & CEO of Dave Won & Co. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project. From conferences and summits to the corporate workplace, Dave has been empowering sales teams to transform their money mindset and turn their money blocks into confident, value-driven conversations that unlock higher-value deals and deeper client relationships. Dave is also a former Air Force captain with a decorated military career and has been featured by TEDx, ABC, EBN, SWAY Live, and Military Media.Here, Dave shares his story of overcoming generational trauma around money and how he helps others develop a healthy, empowered relationship with their finances. Dave talks about how money blocks impact business owners and why it’s important to uncover the root of the issue. He also shares how to overcome fears of examining the past, transformational client stories, the power of forgiveness, and his experience on the TEDx stage.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7828951.1 Exp. 4/27What’s Inside:How Dave overcame generational money traumaThe impacts of a poor money mindset on business and salesHow to overcome a fear of examining your pastMentioned in this episode:Davewon.coDave Won on LinkedIn

Motivational speaker, Marine Corps veteran, and two-time world record athlete T. Shane Johnson is one of the most inspiring speakers and sales coaches in the country. Each year, T. Shane hikes across America as a motivational keynote speaker, running from coast to coast to inspire the homeless and veterans’ communities to raise awareness about veteran suicides. His journey has covered over 7,000 miles and 20 states, speaking in over 60 cities. He’s delivered over 10,000 hygiene kits to those in need and raised over $150,000 in nonprofit funds in just 65 days. T. Shane accomplished all of this while continuing to successfully operate his three businesses and becoming a #1 best-selling author. Recently, he broke the world record for the most pushups in one hour (an impressive total of 3,050 pushups). T. Shane is also a single dad who has raised a successful entrepreneurial daughter.Here, T. Shane shares his inspirational backstory, from growing up on a cattle ranch in Florida to joining the Marine Corps. After a motorcycle accident left him seriously injured, T. Shane received a brand-new lease on life, and he digs into the impact of second chances. He also shares how he helps guide his daughter through entrepreneurship, the story behind his coffee company, tips for veterans looking to start their own business, and more.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7793093.1 Exp. 4/27What’s Inside:The impact of second chances on T. Shane’s lifeHow T. Shane guides his daughter along the entrepreneurial journeyTips for veterans looking to start a businessMentioned in this episode:https://www.biggunscoffee.com/https://tshaneinspires.com/T. Shane Johnson on LinkedIn

Justin Donat is the CEO and founder of True North Restoration. He started the company in 2015 and franchised his brand in 2021. Justin grew up on a small farm in southwest Missouri, went to the University of Arkansas for undergrad, and received his MBA at John Brown University. When he’s not working, Justin loves spending time with his wife and three kids riding bikes, hiking, and skiing.In this conversation, Justin shares how he built his business from humble beginnings and how he balances entrepreneurship and family life. He dives into his decision to take a risk and pivot to a new business idea, along with lessons learned from the experience. Justin also shares practical wisdom for entrepreneurs on the journey, why the franchise model is growing in popularity, plans to expand his brand, and how capitalism rewards risk takers. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7788664.1 Exp. 3/27What’s Inside:How Justin built True North Restoration from humble beginningsWhy franchising is growing in popularity Practical wisdom for entrepreneurs on the journey Mentioned in this episode:GoTrueNorth.comJustin Donat on LinkedIn

James Hilovsky is a dedicated franchise broker who channels his passion for empowering entrepreneurs and sports professionals by guiding them towards business ownership dreams. With a wealth of experience in customized franchise matching and rigorous due diligence, he ensures clients make informed decisions aligned with their goals. Beyond transactions, James fosters long-term success through ongoing support and network building. As a trusted partner, he transforms entrepreneurial aspirations into thriving realities within the franchising landscape.Here, James discusses his strategies for matching up clients with the perfect franchise opportunity. He shares how his career journey led him to the world of franchising and how he transitioned from a professional athlete to a franchise broker. James also shares why the franchise model is growing in popularity, how he deals with disappointment, how faith shaped his journey, and advice for those interested in franchising.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7729695.1 Exp. 3/27What’s Inside:How James transitioned from professional athlete to franchise brokerHow faith shaped James’ journeyAdvice for those interested in franchisingMentioned in this episode:TheFranDream.comJames Hilovsky on LinkedIn

Jeff Martinez has served as the President of By Ray Industries since 2004, leading his family business to become a trusted name in cleaning, painting, and renovation for the apartment and multi-family housing industry. Under his leadership, the company has consistently delivered exceptional service, growing its reputation for quality and reliability.In 2023, Jeff expanded his portfolio by acquiring and renovating multi-family properties. A year later, he diversified further by acquiring Pro Cabinet Solutions, a company providing cabinets, cabinet faces, laminate countertops, and quartz countertops for renovations and new construction projects in the multi-family sector. Before joining the family business, Jeff honed his marketing expertise at The Walt Disney Company’s ABC Television Group. There, he worked on iconic shows such as LIVE with Regis & Kelly, Who Wants to Be a Millionaire, and Disney’s One Saturday Morning, creating partnerships and sponsorships with global brands like McDonald’s, Coca-Cola, and AT&T.Jeff is married and a proud father of four kids, aged 22 to 13. When he’s not busy leading his businesses, Jeff enjoys immersing himself in whatever hobbies his kids are passionate about, fostering strong family connections while staying active and engaged.Here, Jeff shares what it was like to transition from a successful marketing career to taking over the family business. He dives into how his father inspired him as an entrepreneur and how he’s continuing his legacy. Jeff also shares how he manages two businesses at the same time, his long-term visions and goals, lessons he’s learned from failing, and more.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7589110.1 Exp. 2/27 What’s Inside:Jeff’s career journey from marketing guru to running the family businessHow Jeff is continuing his father’s legacy Important lessons Jeff learned from failureMentioned in this episode:Jeff Martinez on LinkedInByray.netProcabinetsolutions.com

Boris Katsnelson is a Managing Director at Black Iron Advisers, returning to his roots in client advisory. He has over 20 years of investment banking, private equity, operating, and transformational leadership experience that span the media, telecom, consumer products, e-commerce, franchising, home services, and real estate industries. Boris began his career in investment banking for Wachovia Securities and Credit Suisse First Boston. His first stint in private equity was for the Denver-based family office, the Anschutz Investment Company. Boris understands the entrepreneurial journey well as he has acquired, operated, and exited the following companies: a 100+ unit printing franchisor, a moving and junk removal franchise, a pre-school franchise, an e-commerce bakeware brand, and more than 20 single-family investment properties.Boris owns Katalyst Partners, an investment vehicle to acquire and provide growth capital to businesses. He is also actively involved in partnerships and strategic initiatives for CrossPurpose, a non-profit focused on abolishing poverty through career and community development. Boris is a first-generation American born in the former Soviet Union. You won’t hear an accent as he immigrated to the US under 2 years of age.Here, Boris shares his insights into the world of investment banking and private equity and his outlook for business over the next several years. Boris dives into his background, including stories from childhood and how his experiences impact him today. He also shares his career journey, advice for those looking to get into franchising, and some of the most important lessons he’s learned in life and business. Boris Katsnelson is a registered representative of Independent Investment Bankers Corp.("IIB"), a FINRA member broker-dealer.  Investment banking services and securities are offered exclusively through IIB. Boris also serves as Managing Director at Black Iron Advisers. Black Iron Advisers is not affiliated with Independent Investment Bankers Corp. Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7492144.1 Exp. 1/27What’s Inside:Insights into private equity and investment bankingHow Boris’ background shaped who he is todayAdvice for new business owners and those interested in franchisingMentioned in this episode:Boris Katsnelson on LinkedIn

Michael Jacobson is the CEO of French Florist, a florist franchise. He lives in Southern California and loves to help local florists flourish across the United States. Michael fell in love with the industry after taking over his uncle’s flower shop. That love, coupled with a scalable model, has helped other florists create a more profitable model while doing what they love. His mindset has catapulted his impact for small business owners in this space.Here, Michael shares some of the lessons he learned in 2024 and what he’s most looking forward to in the new year, including new business developments. Michael discusses how he overcame skepticism around franchising and what makes his own model stand out from the crowd. He also shares what inspired him to disrupt the status quo, how he keeps leading with the heart at the forefront, what he’s learned from past failures, and more.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7441062.1 Exp. 12/26 What’s Inside:What inspired Michael to disrupt the status quoMichael’s views on running a successful franchiseHow Michael keeps leading with the heart front and centerMentioned in this episode:www.frenchflorist.comMichael Jacobson on LinkedIn 

John Knicely is a husband, father, and business owner. After a career as a news anchor in Charlotte, Dallas, St. Louis, and Seattle, John founded Story on Purpose in 2019 with the inspiration and guidance of Microsoft's chief storyteller, Procter & Gamble's chief storyteller, and several entrepreneurial mentors. High-growth companies navigating transitions such as M&A or generational leadership changes often struggle to effectively communicate their value both externally and internally. John and his team clarify and align that unique value using authentic storytelling to drive culture and generate business.Here, John shares how experiences throughout his personal and professional life led him down a path of becoming a master storyteller. John discusses the challenges he faced when starting his business in early 2020 and how connecting with the right people gave him the motivation to grow. John also shares why storytelling is a game-changing strategy for business owners, how he bounced back from a major deal that fell through, and his advice for new entrepreneurs.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7425130.1 Exp. 12/26What’s Inside:How John’s personal and professional life inspired him to master storytellingHow John bounced back from a major deal that fell throughJohn’s advice for new business owners Mentioned in this episode:John Knicely on LinkedInStory On Purpose Website

Danaya Wilson is the award-winning co-founder and CEO of BetterCertify. Recognized as a "40 Under 40" honoree, Danaya has helped individuals, companies, and industries navigate compliance and occupational safety education clearly and decisively. Over the past 17 years, she has brought a revolutionary approach to regulatory training that has changed outcomes across different business sectors. Danaya’s work is not just about business; it’s about creating pathways for future generations of female leaders, offering a practical and aspirational blueprint. Danaya is also the author of "Change Makers Wanted," a powerful book geared towards women in business.Here Danaya shares what she’s most looking forward to in 2025, including a book launch in February. She then dives into her work with Better Certify and how she’s a champion for women’s empowerment within her industry. Danaya also talks about why mentorship is so important for women, issues with childcare in the US, how she manages anxiety, and advice for aspiring entrepreneurs.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7286622.1 Exp. 11/26What’s Inside:How Danaya is a champion for women’s empowerment in her industryWhy mentorship is important for womenAdvice for aspiring entrepreneursMentioned in this episode:Danaya Wilson on LinkedInDanaya's Book: Change Makers Wantedhttps://bettercertify.com/

Gary Robinson is a marketing guru and cycling enthusiast. He is the co-founder and editor of Colorado Avid Cyclist and is also the President and Founder of Inside Line Marketing. Gary and I have known each other for years and recently reconnected as he shared his powerful story of overcoming tough odds and bouncing back with a new zest for life.In this conversation, Gary shares the story of how a serious cycling accident served as a life-changing catalyst and inspired him to work with Colorado Avid Cyclist. He shares how all the changes resulting from the experience impacted his business and personal life and what he’s most excited about for the future. We also discuss the most influential people in Gary’s life, his advice for people just starting out in business, and how he’d like to leave a legacy.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 6999728.1 Exp. 9/26What’s Inside:How a life-threatening cycling accident changed Gary’s lifeGary’s work with Colorado Avid CyclistAdvice for new business ownersMentioned in this episode:ColoradoAvidCyclist.com/gary-robinson/Gary Robinson on LinkedIn

Matt Eversmann is a retired US Army First Sergeant and a keynote speaker and industry expert. His experiences in the military and other industries have inspired him to help people prepare to achieve great things. His speaking topics include leadership, military, and veterans. He has also co-authored several books, including The Battle of Mogadishu (2004), Walk in My Combat Boots (2021), and ER Nurses.Along with his wife Tori, Matt is also the co-founder of Eversmann Advisory, a consulting company that helps businesses develop veteran hiring programs. Tori Eversmann is a certified Spiritual Life Coach who coaches women and men to find what we all crave: connection. She is passionate about guidingpeople to abate loneliness and champion true connection by growing their confidence, digging deep and pushing themselves hard to transition from their outdated identities into a new empowered, purpose-filled life. She has also authored books, including The Immortals.Here, Tori and Matt share the story of how they came together first as husband and wife and then later as business partners. They discuss some of the problems in today’s leadership and how they’ve fixed them through their practice. Tori and Matt also share how they balance their business and marriage, how to find opportunity in challenging times, why risk taking is an essential part of entrepreneurship, and advice for those thinking of starting a business. Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 7204424.1 Exp. 10/26What’s Inside:How Tori and Matt balance their marriage and businessWhy risk-taking is essential for entrepreneursAdvice for those thinking of starting a businessMentioned in this episode:Matt's BooksBook Matt as a Keynote SpeakerMatt's Books on AmazonTori's Books on AmazonTori on Instagram

Misty Rose Gold is a business success coach and executive coach. She excels at helping business owners and executives manage their stress levels while attaining their goals. Misty has helped multiple businesses move forward by improving all aspects of the human element within a business. Shespecializes in helping executives fine-tune communication skills and enhance relationship skills, which leads to productive brainstorming of business strategies.In this exciting conversation, Misty shares all about her career journey and why she loves working with “empire builders.” She dives into the profound spiritual experience she had that revealed she was here to change the world. Misty provides insights into how her trauma shaped her life experience and the power of forgiveness. She also shares how she helps clients find fulfillment, how to set healthy boundaries, and lessons she’s learned from mentors.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2024-179722 Exp. 8/26What’s Inside:Why Misty loves working with “empire builders”How Misty’s past shaped her life and career journeyLessons Misty learned from mentorsMentioned in this episode:Misty Rose GoldMisty Rose Gold on LinkedIn

Ray Master is a difference-maker. He wants more for people, not from them. Passionate about seeing people actualize their resources and enjoy their blessings, Ray brings over two decades of leadership, education and counseling experience to every client. Ray joined the Financial Services industry in 2013. Ray lives in Arizona and enjoys serving people in his local community as well as in other states where he is licensed. Prior to his career in financial services, Ray served in various leadership roles in education, small businesses, and churches. He has extensive experience in mentoring and coaching and earned his master’s in education in 2004. Ray's ability to see the big picture while paying close attention to details allows him to convey a fully integrated approach to coaching and decision-making.Ray and his wife, Amber, have four amazing children: Aaron (19), Daniel (18), Tanner (15), and Micayla (11). In his "spare time,"  he enjoys activities with his family, jamming on the piano, reading, and watching movies.Here, Ray tells the story of his transition from full-time ministry to the world of financial services. We discuss how important it is to know yourself and how both external and internal circumstances play a role in your personal and professional life. Ray also shares how his faith got him through a season of health struggles, how staying true to yourself can keep you on track as an entrepreneur, and more.Shane Bauman and Ray Master are Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. Master CA Insurance License #4100103. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2024-179676 Exp. 8/26What’s Inside:Ray’s career journey from full-time ministry to financial servicesThe importance of knowing yourself and its impact on lifeHow staying true to yourself empowers you as a business ownerMentioned in this episode:Rise Wealth Strategies WebsiteRay Master on LinkedIn

As an attorney in Colorado, Catherine Hammond provides estate and tax planning services to individuals and businesses. Catherine’s primary focus is protecting families from the devastating legal effects of disability and death through the creation of comprehensive, value-based estate plans that minimize taxes, costs, and government interference. Catherine learned firsthand the effects of failing to plan when her mother developed early-onset Alzheimer’s disease without any planning documents in place, requiring her to endure the living probate of her mother’s estate. Through that heart-wrenching experience, she was determined to help others avoid the added devastation of a complicated and expensive legal process by obtaining a law degree and devoting her practice to estate planning. In 2005, fulfilling her dream as a counselor and planner, Catherine founded Hammond Law Group. She also serves clients and their families through transformational coaching, especially through life transitions. She is currently pursuing her certification in Integrative Personal Development to more deeply support clients in living fully, bravely, and beautifully for all of their days. Catherine is also the author of the book Hope(less).Here, Catherine dives into her background and the life experiences that led her to pursue a career as an attorney. She walks through how she helps her clients have a solid estate plan in place to take the best care of family members. Catherine also shares what she’s learned from starting and growing her law practice, how to find a good mentor, and more.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2024-179401 Exp. 8/26What’s Inside:How Catherine’s life experiences led her to become an attorneyLessons Catherine learned as a business ownerHow to find the right mentorMentioned in this episode:Hammond Law Group WebsiteCatherine Hammond on LinkedInCatherine’s Book – Hope(less)

Jordan Pendleton is on a mission to help couples get on the same page about money so that they can create a life that they LOVE and live out their purpose(s) together! She does this through her podcast, "You, Me & Money" where she explores the dynamics of relationships and money to help get couples out of fighting and into experiencing financial freedom. Jordan’s mission also includes speaking and coaching programs.Here, Jordan talks about how she was inspired to pivot her podcast from serving entrepreneurs and leaders to focusing on couples. She shares the change has influenced her to think about relationships in a whole new way, including her own. Jordan also shares insights into why couples avoid money conversations, how different money issues impact entrepreneurs, and more.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8903178.1 Exp. 5/28What’s Inside:Why Jordan pivoted her podcast from focusing on entrepreneurs to couplesHow Jordan’s work changed the way she looks at relationshipsHow money issues impact entrepreneursMentioned in this episode:You, Me & Money PodcastJordan Pendleton on LinkedIn

R.J. Johnson, also known by his pen name Luke Chance, is the author of God Doesn't Waste a Thing and the founder of Not My Will Ministries. His incredible journey serves as a testament to the power of faith and resilience. After serving seven years in prison out of a 20-year sentence, R.J. has dedicated his life to delivering hope to those behind bars and educating the community about the ongoing miracles performed by God.R.J. shares his experiences building his non-profit and getting the business off the ground. He’s jumping in with two feet and he shares the details of his three-year business plan, with his faith playing a huge role. R.J. also talks about his transformational work with the incarcerated, his ultimate vision for Not My Will Ministries, the creation process behind his book, and much more.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8903161.1 Exp. 5/28 What’s Inside:How R.J. is building his non-profit business, Not My Will MinistriesStories from R.J.’s transformational work with incarcerated individualsHow R.J. created and published his book Mentioned in this episode:Not My Will MinistriesBook - God Doesn't Waste a ThingR.J. Johnson on LinkedIn

Mike is the CEO and Managing Partner of Paige Black, a strategic marketing company that uses a 3-step process to help companies grow revenue. Mike has experience in psychology, information technology, and marketing. He earned his master’s degree in social work from the University of Denver and, for seven years, led a team of therapists at the Department of Psychiatry at the University of Colorado School of Medicine. A technology and innovation geek, Mike started building computers in 1992. Seeking to help small business owners better understand their target markets and the digital tools available to reach those markets, Mike used his dynamic expertise to launch the company that is now Paige Black in late 2013. Here, Mike shares what led him down the marketing path and what inspired him along his career journey. Mike discusses his three-step process (plan, execute, and measure) and how he uses it to help clients grow their businesses. Mike also shares his perspectives on leadership, tips for having tough conversations, and how what he learned as a therapist helps him in his marketing business.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8903138.1 Exp. 5/28What’s Inside:Mike’s three-step process and how he uses it in client workPerspectives on leadership and being intentionalHow Mike’s therapist experience shaped his marketing careerMentioned in this episode:Paige Black WebsiteMike Black on LinkedIn

Sam Shooster is the president of his family’s family office, with a focus on impact investing in Israel. He’s a former area developer for an international franchise group, as well as the co-founder of the Overcomer’s Journal, a 90-day therapeutic journal for renewal of the mind. Sam is also a business coach, father of two kids, a hockey player, and die-hard Philadelphia Eagles fan.Sam shares all about how the Overcomers Journal helps people realize their patterns and undergo a powerful transformation. He walks through how to connect our emotions with our thoughts and how that process can free ourselves from what’s holding us back. We discuss Sam’s family office and how he got into impact investing. Sam also shares how he stays focused on his mission and vision, how he cultivates a positive mindset, and more.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8796820.1 Exp. 3/28 What’s Inside:How Sam developed the Overcomers JournalHow Sam got into impact investingHow Sam cultivates a positive mindsetMentioned in this episode:Overcomers JournalOvercomers Journal on InstagramSam Shooster on LinkedInTheMichaelMcIntyre.com

Julie Hruska is the CEO and High-Performance Coach of Powerful Leaders. Julie is also a council member with the Forbes Coaches Council. She empowers leaders to transform mindset barriers into opportunities for growth, maximize their impact, and cultivate a high-performance work environment. Additionally, Julie is a published co-author with a new book titled "Cracking the Rich Code”. She’s a powerful thought leader on LinkedIn in the mindset and success space.Julie starts our conversation with her experience abroad in Australia and how LinkedIn and technology allowed her to make some amazing connections there. Julie’s faith really shaped and molded the path she’s on today, and she talks about her journey. She also shares all about her book, how she cultivates an abundant mindset, how to overcome limiting beliefs, and her views on the impact of mentorship.Shane Bauman is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. RISE is not an affiliate or subsidiary of PAS or Guardian. This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or RISE and opinions stated are their own. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 8796786.1 Exp. 3/28What’s Inside:How Julie cultivates an abundant mindsetHow to overcome limiting beliefsJulie’s advice for entrepreneurs on the journeyMentioned in this episode:Powerful Leaders WebsiteJulie Hruska on LinkedInBook – Cracking the Rich Code