Peak Performance for Executives & Finding Purpose in Your Wealth with Dr. Julie Gurner
Release Date: 12/05/2023
Greenland, China, Market Rotation and What Actually Matters for Your Money
Off The Wall
Some weeks call for rain boots because the conversation is going somewhere most people would rather avoid. This episode steps into charged territory on purpose: geopolitics, tariffs, China and Taiwan, Greenland, and the policy decisions shaping today’s headlines. There’s no posturing here and no outrage bait, just a willingness to talk through complex questions instead of skirting around them. From there, the focus shifts to what actually matters for investors: how markets tend to react when policy dominates the news cycle, why short-term volatility shows up, and how data and discipline...
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What Last Year Taught Us About Staying Invested
Off The Wall
A new year always brings fresh predictions, louder headlines, and plenty of pressure. In the first Off the Wall episode of the year, Nate W. Tonsager, CIPM and David B. Armstrong, CFA take a step back and anchor the conversation in the reality of what happened in 2025, and why that context is essential as we head into 2026. They reflect on the surprises that shaped last year and connected those lessons to the environment ahead. Key topics: Global markets and why international equities outpaced U.S. stocks in 2025 Volatility, drawdowns, and what last year revealed about investor behavior ...
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What Investors Asked: Predictions, Bitcoin, and Gold
Off The Wall
In this Ask Monument Anything episode, we’re answering real questions from listeners of the show. From a question about Michael Burry’s bold predictions and why they continue to draw attention, to a discussion of Bitcoin’s unusual performance in 2025 and the renewed curiosity around gold as a potential safe-haven asset, the conversation then shifts to private credit’s emerging role inside 401(k) target-date funds. Key takeaways: • The patterns that show up again and again when attention-grabbing forecasts circulate • Forces that pushed Bitcoin into an unexpected...
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The Guide to Less Stressful Holiday Giving
Off The Wall
The holidays come fast and somehow the shopping and gifting part always seems to catch us by surprise. In this episode of Off The Wall, host David B. Armstrong, CFA is joined by Cathleen Phelps and Cecelia Gilliam from our Client Experience team as they sit down in full holiday mode to share ideas that make gifting feel fun again. From opening Roth IRAs for teens, funding 529 plans for nieces and nephews, and introducing kids to charitable giving, to practical strategies like shared family experiences, subscriptions, organizing spreadsheets, and even planning for parents who “don’t need...
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The Biggest Questions Shaping Portfolios Right Now
Off The Wall
Markets feel noisy right now, and investors are asking sharper questions than usual. In this episode of Off The Wall, Nate W. Tonsager, CIPM® and David B. Armstrong, CFA open with the surge in tech valuations and the unusual weight a handful of companies now hold inside the S&P 500. We’ll hear about what that concentration means for volatility, why some portfolios feel out of sync with the index, and how listeners can think about risk when the market feels lopsided. Next, they talk about the current labor environment, which is a mix of hiring freezes and productivity changes, and what...
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3 Trends in Charitable Giving that May Change How You Give This Year
Off The Wall
2025 has been a rough year for charities. Economic uncertainty, decreased federal funding, political polarization – in many ways, nonprofits are facing a lot of the same challenges they did during Covid, as well as a few new ones. Charitable organizations need your donations now more than ever. In this episode, we’re joined by former OFF THE WALL co-host and Partner at Monument, Jessica Gibbs, CFP® as she highlights three current trends in charitable giving and how you can adjust your giving strategy to help make a bigger impact. If you’re currently looking at end-of-year giving...
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Q3 Market Recap: Alternatives, Gold, and the Bull Market Debate
Off The Wall
It’s the start of a new quarter, which means it’s time for a market recap and our special “Ask Monument Anything” segment. David Armstrong, CFA, gets back together with Erin Hay, CFA, CMT, and Nate Tonsager, CIPM, to walk through the latest market moves, where momentum is showing up, and what investors should be paying attention to. This quarter, they dig into alternatives, gold’s surprising surge, and whether today’s bull market has more room to run. They also share candid thoughts on cash, dividends, and why being intentional with your portfolio matters more than chasing the...
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5 Years Until Your Last Day: How to Handle the Shift from Career to Retirement
Off The Wall
When you hit 60, there’s a mental shift that begins to occur. After spending 30+ years earning and saving, you are suddenly just a few years away from beginning to spend your retirement income. It’s a challenge every retiree faces: How do you step away from regular paychecks to drawing down your savings every month? In this episode, we discuss how to create an option-rich life in retirement, where your money will come from, how to handle taxes, how to stay flexible, and much more! Tune in to hear the whole conversation. 0:00 – Disclosure 0:48 – Kicking off the 75th episode...
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Dow Jones, S&P, NASDAQ: What’s the Difference (and Which Should You Use to Track Your Own Portfolio)?
Off The Wall
For many investors, the Dow Jones or S&P 500 or NASDAQ might as well be the same thing, but that’s not true at all. In today’s episode, Dave, Nate, and Erin dive into the differences between the big three indices and whether you should look to them as indicators of how your own portfolio is doing (spoiler alert: no, you shouldn’t). So what should you be tracking to get the best picture of your performance? And how can you avoid the most common mistakes people make when trying to track their portfolio on their own? Tune in to find out! Please see important...
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Should You Wait to Invest? The Q2 Market Review
Off The Wall
In this special Q2 Market Review episode of Off the Wall, we’re introducing a new segment: Ask Monument Anything (AMA). Dave, Nate, and Erin answer questions from clients and listeners, and also cover what went down in the markets during the second quarter of 2025. They cover everything from interest rates and inflation to timing your investment strategy and understanding international diversification. If you are wondering how to approach market timing, if cash is still king, or if international stocks should fit into your portfolio, this episode is for you! Dedicated email address for...
info_outlineAdding onto our last episode for executives on navigating career growth and transitions, this time we’re talking about peak performance and finding purpose in your executive role, wealth, and beyond.
Today on Off the Wall, hosts Jessica Gibbs and David Armstrong welcome Dr. Julie Gurner, a nationally recognized executive performance coach and psychologist who’s helping executives achieve world-class performance in fast-paced, high-pressure, and highly competitive environments. Julie is here to share her insights and advice on making the most of your executive role and the wealth that comes with it.
Throughout our conversation, you’ll learn how to overcome the overwhelm, fear, and stagnation you may feel as an executive, without losing your momentum. Julie offers tips on how to master the art of delegation, prioritization, and accountability as an executive leader. Then, she guides you through the process of figuring out your purpose (in work and in wealth), giving advice to those of you who have exited or will exit a business but may not know what to do with your newfound wealth.
This is an incredibly rich episode packed full of wisdom and advice that you can only get from a renowned executive coach, so tune in and get ready to take notes! Julie’s insights are sure to lead you to the answers you’ve been looking for.
“Humans are notably bad at knowing their own blockers, and so, it really does help us to get outside of ourselves to begin to develop that potential a little bit more.”
– Dr. Julie Gurner
Episode Timeline/Key Highlights:
[00:19] Introducing Dr. Julie Gurner & the topic of today’s episode.
[01:49] How to know if you’re a peak performer or a typical performer.
[04:01] Why peak performers can’t push themselves to the next level.
[06:46] Why do I still feel overwhelmed and scared of risk after years of executive experience?
[09:46] How to push through overwhelm without losing your momentum.
[12:03] Mastering delegation and prioritization in an executive role.
[18:05] How to identify and order your priorities in life and work.
[20:17] Finding your answer to “What is your purpose?”
[29:25] Defining “wealth” and the options your wealth gives you.
[31:40] Advice for people who’ve exited a business and don’t know what to do with their newfound wealth.
[35:15] How Julie finds purpose in her work.
[36:20] How to connect with Julie & get her weekly newsletter for peak-performing executives.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
About Dr. Julie Gurner:
There's a reason she has a 2-year waiting list for new clients. Dr. Julie Gurner is one of today's most prolific executive performance coaches, Doctor of Psychology, and nationally recognized executive performance coach for individual and corporate clients primarily in finance and technology. She is trusted by top percentile talent and their teams to help them achieve world-class performance in fast-paced, high-pressure, extremely competitive environments.
Julie’s international client reach includes such cities as NYC, Singapore, Sydney, Oslo, Dubai, London, and San Francisco. She’s been compared to Wendy Rhoades of "Billions" in The Wall Street Journal (2019) and Named a “Game Changer” by IBM. She has also been featured in Fast Company, Time Magazine, NBC News, Forbes, BravoTV, Greatist, US News, Martha Stewart Living, Vox, and more.
Connect with Dr. Julie Gurner on LinkedIn: https://www.linkedin.com/in/dr-julie-gurner
Follow her on Twitter (X): https://twitter.com/drgurner
Subscribe to Dr. Gurner's newsletter on Substack: https://drgurner.substack.com
Contact directly: julie@drgurner.com
Connect with Monument Wealth Management:
Visit our website: https://bit.ly/monumentwealthwebsite
Follow us on Instagram: https://bit.ly/MonumentWealthIG
Follow us on X: https://bit.ly/MonumentWealthTW
Connect with us on LinkedIn: https://bit.ly/MonumentWealthLI
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About “Off the Wall”:
OFF THE WALL is a podcast for founders, executives, and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about. Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.