Day in a Canoe – Kathy Wiseman: Understanding Family Systems
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA
Release Date: 01/10/2024
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA
We’re joined by Kwindla Hultman Kramer, CEO and Co-Founder of Daily. Kwin shares how his career has been shaped by a love for technology and building real-time communication platforms. He reflects on lessons learned from entrepreneurship, the opportunities and challenges presented by AI, and his perspective on balancing optimism with realism as the future unfolds. Key Takeaways: 00:00 Introduction. 01:40 Kwindla was inspired by his parents to pursue real-time video. 03:35 Daily began in 2015 to simplify real-time video and audio. 07:35 LLMs offer benefits but will drive major economic...
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We sit down with Lindsay Droz and Kristi Lord, Co-Founders of L'AVANT Collective, a company redefining luxury in the natural cleaning space. They share how personal motivation, health concerns, and a commitment to aesthetics sparked the creation of their brand. From balancing entrepreneurial grit with family life to championing collaboration among female founders, Lindsay and Kristi guide us through the origins of L'AVANT Collective, lessons from partnership, and what true fulfillment looks like in business and life. Key Takeaways: 00:00 Introduction 01:42 L'AVANT is born from a desire...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
Kateri Karp, Director of Marketing and Communications at CEO Coaching International, joins us to explore her extraordinary personal and professional journey. From a fast-paced media career in New York to surviving multiple rounds of cancer — including emergency brain surgery — Kateri shares how she finds meaning, resilience, and gratitude in every stage of life. She also discusses the importance of open conversations about money, the value of supportive relationships, and how a major health crisis shifted her outlook on success, work, and true wealth. Key Takeaways: (02:15)...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
Adjunct Associate Research Scientist in the Department of Aerospace Engineering of the reflects on her extraordinary journey through NASA, academia, and now children’s literature. She shares stories of launching science experiments on the space shuttle, landing an F-18 on an aircraft carrier, and inspiring the next generation through her books. Kathryn’s career path is anything but linear. It’s marked by bold moves, unexpected opportunities, and a deep passion for space and education. Key Takeaways: (02:22) Space shuttle launches and celebrity visits marked her early NASA years....
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
We sit down with , Principal and Founder of ., to explore the powerful connection between personal creativity and professional innovation. From opera stages and fashion runways to global consulting and experience design, Janet’s journey is anything but ordinary. She shares how embracing curiosity, honoring constraints, and rewriting internal “shoulds” can unlock deeper purpose. Key Takeaways: (02:03) Janet begins in opera, then pivots to engineering and fashion. (04:25) “No bad ideas” gives way to focused creativity through constraints. (06:04) Virgin Voyages was...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
, Executive Director and Producer of Aspen Ideas Festival, joins us to explore the value of building community and designing meaningful experiences. As a serial entrepreneur, Graham brings a multidisciplinary mindset to leadership and neighborhood development. He reflects on life lessons from public service, creative partnerships with his wife, and cultivating spaces where connection thrives. Key Takeaways: (01:49) Graham chases the energy, and now leads the Aspen Ideas Festival. (05:14) Chasing energy means turning meaningful ideas into tangible outcomes. (09:50) Shared stories spark...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
We’re joined by , Founder and CEO of , a global platform connecting climate and sustainability innovators across industries. Matt shares his entrepreneurial journey from e-commerce ventures and manufacturing to purpose-driven work focused on building networks that accelerate climate solutions. He explains how his drive for impact led to creating 4WARD.earth, a platform that fosters collaboration between startups, investors, researchers, and corporates across 60+ cities. Through this work, Matt challenges conventional thinking around consumption, fulfillment, and the role of community...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
Our host Nathan Mersereau sits down with , Co-Founder of , to discuss his journey into mental health advocacy following the loss of his son. Jason shares how this tragedy led him to create tools and programs to support families, schools, and companies in opening meaningful conversations around mental health. Jason explains how parents can take more ownership of their children’s mental wellness and how listening, without trying to fix anything, is the first step toward helping those in crisis. Key Takeaways: (02:18) Jason shares the story behind the creation of Tell My Story after...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
On this episode, we’re joined by , Realtor at , who shares his profound insights on wealth, purpose, and the power of service. Jim's story is marked by transformative health experiences, a commitment to being of service, and a unique perspective on what true wealth means. Key Takeaways: (02:30) Jim reflects on his early career and the shift from employee benefits to real estate. (03:29) A life-changing prostate cancer diagnosis at 53 reshaped Jim’s outlook. (06:07) Jim recounts his near-death experience during surgery and the message he received. (07:43) The importance of...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
We’re joined by Jennifer Garrison, Assistant Professor at Buck Institute for Research on Aging and Co-Founder and Director of the Global Consortium for Reproductive Longevity and Equality. Jennifer shares her insights on aging, healthspan, and the critical differences between male and female reproductive aging. She discusses how understanding biological aging can help improve long-term health and quality of life. Key Takeaways: (02:10) How Jennifer’s career led her to the study of aging. (03:49) The brain is the last frontier in biology. (07:41) The hypothalamus is one of the hotspots for...
info_outlineIn this episode, Nathan and Kathy discuss:
- What family systems are and how they operate
- Tools to reflect inward and examine your own operating system along with your family system
- The correlations between you and the generational systems you inherited
- The emotional attachments to success and money and the role those topics play in family systems
Key Takeaways:
- Addressing what you and your family have inherited emotionally over generations and what you want to do about it often leads to wonderful discussions and a way to talk about what is most important to you all as a unit.
- Giving yourself time to think about what is important to you to speak for yourself in family conversations is the best way to gain confidence and feel like each family member is heard
- Curiosity is the biggest motivator in taking action and starting these conversations with your family.
“Being yourself with people you are sensitive to, can be magic.” — Kathy Wiseman.
About Kathy Wiseman: Kathy Wiseman is the Founder of Working Systems Inc and Partner at Navigating Systems, the Brown Center for the Study of Family. Kathy’s interest and expertise are in assisting family members, family executives, and legal and financial professionals in applying family systems theory to the challenges in their professional and personal lives. Her focus is on making available the groundbreaking research of Dr. Murray Bowen to the professionals who serve business families and organizations. She works with motivated leaders to think systems and increase their capacity to manage themselves in times of change.
Connect with Kathy Wiseman:
- LinkedIn: Kathy Wiseman | LinkedIn
- Website: Faculty — Navigating Systems DC
Connect with Nathan Mersereau:
- Phone: 248-645-1520
- Website: www.dayinacanoe.com
- Email: [email protected]
- Twitter: @NathanMersereau
- LinkedIn: Nathan Mersereau
Address: 255 S Old Woodward, Suite 310
Birmingham, MI 48009