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 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_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
We’re joined by Chris Stakich, Chief Community Officer at CEO Coaching International. Chris shares how his global career and deep-rooted family values shape his outlook on leadership, contribution, and fulfillment. He explores the shift from individual achievement to mentorship, the lessons learned from parenting and coaching, and the moments that define true wealth. From ski chairlift conversations with his sons to coaching youth football, Chris reflects on fully embracing life and giving back in meaningful, energizing ways. Key Takeaways: (02:12) Gaining perspective while studying abroad...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
believes true wealth isn’t just about money — it’s about joy, connection, and living with purpose. As chief growth officer, and founder and former CEO of , acquired by in 2024, Steph helps leaders build meaningful careers while staying aligned with their values. In this conversation, she shares insights on bravery, leadership, and why the smallest moments — like offering a gummy bear — can spark the biggest transformations. Key Takeaways: (01:53) The unexpected canoe test — how a five-minute interview with Seth Godin shaped Steph’s perspective. (04:49) The power of brave...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
We’re joined by , Furniture Designer at Nordberg Furniture, on this episode. Doug started crafting furniture at age 12 and has become a celebrated designer in Cody, Wyoming. He reflects on the challenges of balancing art and business, the lessons learned from slow times, and the importance of financial planning in building a sustainable creative career. From embracing strong emotional reactions to his work to creating opportunities for innovation, Doug offers advice on living a fulfilling life as an artist. Key Takeaways: (01:37) Doug’s journey into furniture design began at...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
Joining us on this episode is photographer, writer, and filmmaker , owner of Audrey Hall Photography. Audrey shares her journey from architecture to photography and her insights on balancing creative passion with financial success. She explores the interplay between art and business, emphasizing the value of both solitude and collaboration in her creative process. Key Takeaways: (01:29) Artists face misconceptions about valuing and monetizing their creative work. (02:20) Pivoting from architecture to photography because of a desire for creative immediacy. (05:28) The cost of...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
Chrissy Glenn, Metal Sculptress, shares her journey from gallery curator to becoming a full-time artist working with metal. Inspired by nature and her apprenticeship with Val Bertoia, Chrissy explains how she found her passion for handmade metalwork and transformed it into wearable art. Key Takeaways: (01:40) Artistic ideas are sparked by immersion in natural environments. (03:34) Designing functional yet aesthetic connectors posed a significant challenge to Chrissy. (06:48) Exposure to oxyacetylene torches encouraged exploration of metal sculpting. (08:31) Meeting other artists can...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
In this episode, , CEO of Coherent Strategies LLC, delves into the journey of aligning success with personal fulfillment. Shasheen discusses the importance of emotional generosity, the power of true human connection, and his approach to redefining wealth beyond financial measures. He also shares his insights on breaking free from distractions to find clarity and purpose. Key Takeaways: (04:16) Shasheen’s journey reveals that understanding people is the real challenge. (06:54) True growth often requires breaking free from distractions and facing inner challenges. (09:45) Freedom...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
Ellie Thompson, a renowned jewelry designer and business owner, shares her journey from working as a teenage shop girl to founding her jewelry shop, Ellie Thompson & Co. Ellie discusses the importance of balancing creativity and entrepreneurship, and how designing jewelry with personal meaning aligns with her purpose. Key Takeaways: (01:31) Ellie’s journey from shop girl to entrepreneur. (02:37) Balancing creative freedom with business operations. (03:49) The importance of designing your life before your business. (05:27) Four pivotal moments shaped Ellie’s journey and jewelry style....
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
We’re joined by , National Geographic Explorer and founder of , to discuss the keys to longevity, purpose, and living a healthier, more fulfilling life. A New York Times bestselling author, Guinness World Record holder in distance cycling, and Emmy award-winning Netflix series creator, Dan shares insights on living a longer, healthier life. From the origins of the five Blue Zones to the impact of his work in improving public health across America, Dan’s journey is an inspiring blend of exploration, science, and impact. He offers practical advice for thriving every day. Key Takeaways:...
info_outlineDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA
In this conversation, we’re joined by , Owner of . Elyse shares her creative journey from sculpture to textiles, her inspiration from nature, and the value of community and family support in pursuing a fulfilling life in the arts. Key Takeaways: (01:35) Building a cashmere business rooted in passion and organic inspiration. (03:43) An artistic family background nurtures a natural creative path. (06:55) The power of taking immersive creative retreats. (08:10) Exploring multiple art forms led to a lasting passion for textiles. (10:50) Experimentation, even with failures, sparks true...
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