Built to Finish
Welcome to Built to Finish! Join host, Steven Pivnik, each week as he explores the journeys of audacious goal setters. This includes experienced Founders, CEOs and entrepreneurs sharing pivotal moments that propelled their success. We’ll also be talking with endurance athletes who push the limits of physical and mental ability. This show is brought to you by Acresis — offering tailored, high-impact advisory services to help founders get to their finish line with a strategic acquisition or majority investor recapitalization. To learn more, go to: https://acresis.com/
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Three Attempts, Seven Summits, One Final Finish with Louise McEvoy
08/19/2026
Three Attempts, Seven Summits, One Final Finish with Louise McEvoy
“Recognize that fear is going to be part of anything new and challenging, and embrace that fear. The more you try and build experience, the more it becomes muscle memory.” After two unsuccessful attempts on Denali, Louise McEvoy had every reason not to return. But the senior cybersecurity executive and accomplished mountaineer knew she had unfinished business. On her third attempt, Louise finally reached the summit, completing her pursuit of the Seven Summits, the highest peak on each continent. In this episode of Built to Finish, Louise joins Steven Pivnik to share what it took to return to one of the world’s most unforgiving mountains, how she prepared for the uncertainty she could not control and why experience does not eliminate mistakes. Louise also explains how the lessons she has learned at altitude translate directly into leadership. From preparing before the pressure arrives to addressing small problems before they compound, her approach offers a powerful framework for anyone pursuing an ambitious goal. The conversation also explores the approaching era of quantum computing, the cybersecurity risks organizations need to prepare for now and why waiting until a threat arrives is already too late. Key Takeaways Why Louise returned to Denali after two weather-related failures How preparation builds confidence without eliminating uncertainty Why small, overlooked details can derail an entire expedition or business What mountains teach leaders that boardrooms cannot The importance of recovery after completing a major goal Why experienced people still make avoidable mistakes under pressure How leaders can develop the agility to respond when plans change Why hope is not a strategy in mountaineering, sales or leadership How deep planning makes it easier to act courageously What organizations need to understand about post-quantum security Why success also means pausing long enough to appreciate what you accomplished Connect with Louise McEvoy Instagram: Website: LinkedIn: Louise McEvoy Facebook: The Climbing Executive
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Your Business Can’t Grow If Everything Depends on You with Kim Miller-Hershon
08/12/2026
Your Business Can’t Grow If Everything Depends on You with Kim Miller-Hershon
“If nobody can do it as well as you, train people better.” Many founders build their success by being the person who solves every problem. But as the business grows, that strength can become its greatest limitation. In this episode of Built to Finish, Steven Pivnik sits down with executive coach, corporate trainer, and leadership expert Kim Miller-Hershon to examine the behaviors that separate accomplished leaders from transformational ones. Kim explains why unresolved conflict is often more dangerous than visible disagreement, how leaders accidentally create founder dependency, and why asking for input is not the same as handing over decision making power. She also shares practical ways to delegate more effectively, earn genuine team buy in, and create accountability without fear. The conversation challenges leaders to examine their own triggers, loosen their grip on the tactical work, and build teams capable of succeeding without their constant involvement. Because if everything still depends on you, you have not built an enterprise. You have built yourself a demanding job. Key Takeaways Why conventional leadership advice does not work for every leader or team How personal sensitivities shape the way we interpret workplace conflict Why assuming good intent can transform difficult conversations The hidden cost of teams that avoid honest disagreement How leaders can create productive conflict instead of passive aggression Why asking for employee input does not mean giving away decision making power A simple method for confirming that delegated work was understood How founder dependency restricts growth and reduces business value Why “I can do it better myself” is often a training problem How leaders can create accountability without creating fear Why employees need permission to raise problems they cannot solve alone The difference between accomplished leadership and transformational leadership Contact Kim Website: LinkedIn: Instagram: Email: Podcast: Unconventional Wisdom About Conventional Wisdom
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The Exit Tax Mistake That Could Cost You Millions with Brett Swarts
08/05/2026
The Exit Tax Mistake That Could Cost You Millions with Brett Swarts
Most founders spend decades building a valuable company but only a few hours preparing for the tax consequences of selling it. Brett Swarts explains why that mistake can cost entrepreneurs millions. He shares how deferred sales trusts work, when founders should begin planning, why estate taxes are often ignored, and how successful exits require far more than financial preparation. The conversation also explores the emotional side of selling a business, including why so many founders struggle after closing a deal and how intentional planning creates both financial freedom and personal fulfillment. KEY TAKEAWAYS • Begin planning your exit years before a sale, not weeks before closing. • Capital gains taxes are only one piece of the equation; estate taxes can become an even larger issue. • Deferred Sales Trusts allow entrepreneurs to defer taxes while maintaining investment flexibility. • The best exit strategies are built before buyers appear. • Always pressure-test aggressive tax strategies by asking about audits, track records, and legal opinions. • Most entrepreneurs regret selling because they prepared financially, not personally. • A successful exit requires clarity around purpose after the sale. • Wealth should create freedom, not become the only goal. • Family legacy deserves as much planning as financial legacy. • Every founder should start with the end in mind. Connect with Brett Swarts Website: Capital Gains Tax Solutions: Book: Building a Capital Gains Tax Exit Plan LinkedIn: 📞 Office: (916) 886-2986 If you have a pending business sale or highly appreciated asset, you can also schedule a complimentary strategic consultation through Brett's website.
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How to Reinvent Yourself Without Losing Who You Are with Andreea Dragoi
07/29/2026
How to Reinvent Yourself Without Losing Who You Are with Andreea Dragoi
ost people spend their lives trying to fit into one box. This week's guest, Andreea Dragoi, has spent hers proving you don't have to. From leaving Romania at 18 to pursue the American dream, becoming a Division I swim captain, competing in modeling and pageants, earning an MBA in finance, and building a personal brand along the way, Andreea shares what it really takes to excel across multiple worlds without losing your identity. Steven and Andreea discuss why discipline beats motivation, how athletes develop resilience that translates directly into business, overcoming rejection, balancing multiple careers, leadership under pressure, and why success is built through ordinary days repeated consistently. If you've ever felt limited by labels or wondered whether you can pursue more than one passion, this conversation will challenge the way you think about achievement. Key Takeaways • Why embracing risk creates opportunity • Lessons elite athletics teach about business • Building confidence through discomfort • Turning rejection into motivation • Leadership lessons from captaining a Division I team • Why discipline always beats confidence • Balancing multiple careers without losing focus • Using AI as a tool without replacing human judgment • Why success is earned through consistency—not overnight breakthroughs Connect with Andreea Dragoi Instagram: @dragoi_andreea LinkedIn: Andreea Dragoi Whether you're an athlete, student, entrepreneur, or aspiring finance professional, Andreea welcomes questions and enjoys helping others navigate similar paths.
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From Tech CEO to Hollywood Director: Building a Feature Film from Scratch with Nick Wilkinson
07/22/2026
From Tech CEO to Hollywood Director: Building a Feature Film from Scratch with Nick Wilkinson
"Building a feature film is every bit as hard as building a company." After leading technology companies through billion-dollar operations and successful acquisitions, Nick Wilkinson decided to start over—this time in Hollywood. In this episode, Nick shares the behind-the-scenes story of producing Death on the Brandywine, the unexpected similarities between entrepreneurship and filmmaking, and the leadership principles that have remained constant throughout every chapter of his career. From fundraising and casting to creative vision and learning to let go, this conversation offers valuable insights for anyone building something meaningful. Key Takeaways Reinvention doesn't end after one successful career. Building a film isn't much different than building a startup. Raising capital is only the beginning—the real challenge is execution. Leadership is about creating environments where people do their best work. Great teams outperform great individuals. Letting go is one of the hardest parts of leadership. Every first project comes with expensive lessons. Creativity and business discipline must coexist. Independent filmmaking requires relentless persistence. Success often comes from following curiosity rather than rigid plans. Film Information 🌐 Website: 📺 Watch Death on the Brandywine: Amazon Prime Video Apple TV 📸 Instagram: @deathonthebrandywine 📘 Facebook: Death on the Brandywine
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Healthspan Over Lifespan: The Future of Longevity with Hunter Ziesing
07/15/2026
Healthspan Over Lifespan: The Future of Longevity with Hunter Ziesing
"Don't focus on lifespan. Focus on healthspan." Everyone wants to live longer,but what if we've been asking the wrong question? In this episode of Built to Finish, Steven sits down with longevity entrepreneur Hunter Ziesing to explore the future of healthcare, AI-powered medicine, preventive health, and why increasing your healthspan matters more than simply extending your lifespan. Hunter shares his journey from Wall Street to building companies focused on longevity after losing his father and close friends to preventable diseases. Together they discuss the future of AI doctors, why America's healthcare system rewards sickness over prevention, the biggest mistakes startup founders make while raising capital, and the surprisingly simple habits that have the biggest impact on living a longer, healthier life. Whether you're an entrepreneur looking to perform at a higher level or simply want to age with purpose, this conversation offers practical insights into building a better future, for both your business and your body. Key Takeaways Why healthspan is more important than lifespan. The future of AI-powered healthcare and personalized medicine. Why preventive health is still largely inaccessible. The four pillars of longevity everyone should prioritize. The biggest fundraising mistakes startup founders make. Why customer feedback matters more than founder ego. How endurance sports shape better entrepreneurs. Why social connection may be one of the greatest longevity tools we have. Hunter's vision for democratizing health data. Contact the Guest - Hunter Ziesing Co-Founder & Head of Partnerships - Longevity Health Executive Director - Global Health Atlas Email:
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Build a Business Buyers Actually Want with John Warrillow
07/08/2026
Build a Business Buyers Actually Want with John Warrillow
"Your job isn't just to grow revenue. Your job is to build a business that can thrive without you." Most entrepreneurs spend years growing revenue—but very few spend time building a business someone actually wants to buy. In this episode of Built to Finish, Steven sits down with bestselling author and Value Builder founder John Warrillow to discuss what truly drives company value, why so many founders unknowingly make their businesses harder to sell, and the practical changes every entrepreneur should make long before an exit is on the horizon. Together they cover recurring revenue, founder dependency, incentive structures, acquisition mistakes, AI's impact on advisory businesses, and why preparing for an exit should begin far earlier than most founders realize. Whether you plan to sell next year or twenty years from now, this conversation will change how you think about building your company. Key Takeaways Why revenue and profit alone don't determine business value The origin story behind Built to Sell The eight drivers of business value How founder dependency destroys valuation Why recurring revenue commands premium multiples The dangers of proprietary acquisition offers Why every founder should prepare for an exit years in advance How to incentivize employees to think like owners Why AI won't replace great advisors Why human relationships are becoming even more valuable in an AI-driven world Guest John Warrillow Website: LinkedIn: Email: Mentioned Resources Built to Sell The Automatic Customer The Art of Selling Your Business
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The Legal Mistakes That Kill Business Exits (And How to Avoid Them) with Matthew Fornaro
07/01/2026
The Legal Mistakes That Kill Business Exits (And How to Avoid Them) with Matthew Fornaro
"Have the uncomfortable conversation now instead of having the really uncomfortable conversation later." Most founders think about legal protection only after something goes wrong. That's backwards. In this episode of Built to Finish, Steven sits down with business attorney Matthew Fornaro to discuss why legal structure, governance, contracts, and documentation should be part of every founder's strategy from day one, not just when preparing to sell. They dive into what buyers actually look for during due diligence, why handshake agreements create massive risk, how poor documentation can destroy multimillion-dollar exits, and why your attorney should be part of your business long before litigation ever appears. They also discuss AI's growing role in professional services, where it helps, where it fails, and why human expertise still matters. If you're building a business with the goal of creating long-term value, or eventually selling it, this conversation could save you years of expensive mistakes. Key Takeaways Why legal planning begins before launching your business The biggest mistakes founders make with LLCs and corporate structure Why governance documents matter more than most entrepreneurs realize How missing paperwork can derail acquisitions The importance of contracts for every business relationship When founders should begin preparing for an exit Why attorneys and accountants should be year-round advisors The hidden costs of partnership disputes How buyers evaluate legal risk during due diligence AI's strengths—and dangerous limitations—in legal work Connect with Matthew Fornaro Website: Connect with Steven Pivnik Website: LinkedIn: Instagram:
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AI Won't Replace Humans. It Will Expose How We Work with Christa Hill
06/24/2026
AI Won't Replace Humans. It Will Expose How We Work with Christa Hill
"The more technology we have at our disposal, the more human we need to be." Everyone is talking about AI tools, prompts, and automation, but few are talking about the human side of transformation. In this episode of Built to Finish, Steven sits down with AI educator, leadership trainer, and Tacit Edge CEO Christa Hill to discuss what truly separates organizations that thrive with AI from those that struggle to keep up. They explore why curiosity may be the most valuable skill of the future, how leaders can create cultures that embrace experimentation, why failure is essential to innovation, and what companies are getting wrong about AI adoption. Christa also shares practical strategies for creating AI-powered workflows, developing personal AI assistants, preparing the next generation for an AI-driven future, and why emotional intelligence may become the most important workplace skill of all. Whether you're a founder, executive, manager, or professional trying to navigate the rapidly changing landscape of AI, this conversation offers a refreshingly human perspective on what comes next. Key Takeaways AI transformation starts with people, not technology. Curiosity is becoming one of the most valuable professional skills. Organizations need experimentation before they can expect ROI. Technical expertise can sometimes limit AI adoption. Leaders who delay AI education risk holding their teams back. Employees are already using AI, whether companies acknowledge it or not. AI should be viewed as a collaborator, not just a tool. Voice conversations often produce better AI outcomes than typing. Emotional intelligence will become more valuable as technology advances. Entrepreneurship remains one of the best ways to future-proof your career. Guest Links
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Founder Executive Triathlon Retreat with Steven Pivnik
06/18/2026
Founder Executive Triathlon Retreat with Steven Pivnik
Most founder retreats happen in a conference room.This one starts with an ocean swim. In this special solo episode, Steven Pivnik pulls back the curtain on the Founder Executive Triathlon Retreat and answers the most common questions founders ask before applying. Why combine business strategy with endurance sports? Do you need triathlon experience? Who is the ideal participant? What actually happens over the course of the weekend? And what kind of business breakthroughs can founders expect when they step away from their companies and challenge themselves alongside other high-performing entrepreneurs? Drawing on lessons from building and exiting a global technology company, completing 17 IRONMAN races, and advising founders on growth and exit readiness, Steven explains why entrepreneurship is an endurance sport and why some of the most important business decisions happen outside the office. Over three days in Atlantic Beach, New York, participants will tackle an ocean swim, a group bike ride, a run, strategic business workshops, founder roundtables, and one-on-one coaching sessions designed to help them build stronger companies and become more effective leaders. The weekend culminates in a sprint triathlon where participants put both mindset and preparation to the test. Whether you're considering applying for a future retreat or simply curious about the connection between endurance, leadership, and building a company worth owning, and eventually selling. This episode provides an inside look at one of the most unique founder experiences available today. In This Episode You'll Learn: • Why Steven created the Founder Executive Triathlon Retreat • The parallels between entrepreneurship and endurance sports • Who the retreat is designed for (and who it isn't) • What founders can expect during the weekend • Common concerns about fitness and triathlon experience • The business lessons that emerge under physical challenge • How the retreat helps founders build more valuable, scalable companies Entrepreneurship is an endurance sport. The question is: are you training for the finish line? Apply here: www.stevenpivnik.com/founder-triathlon-retreat Contact Steven: Email: IG: @stevenpivnik LinkedIn: Steven Pivnik
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Opportunity by Proximity: Building Wealth, Resilience, and a Life That Lasts with Mario Sicari
06/10/2026
Opportunity by Proximity: Building Wealth, Resilience, and a Life That Lasts with Mario Sicari
"Everything that happens every day you wake up, there's going to be a door presented to you. It's either you go through the door or you don't." What separates people who build lasting wealth from those who stay stuck? In this episode of Built to Finish, Steven sits down with Mario Sicari, founder of BGS Capital Management, to discuss resilience, entrepreneurship, wealth creation, and the mindset required to build a meaningful life. Mario shares the remarkable story of launching his firm after losing his corporate role, surviving the 2008 financial crisis, and working overnight shifts as a cake decorator to support his family while building his business during the day. The conversation explores Mario's philosophy of "Opportunity by Proximity," why so many people miss opportunities that are right in front of them, the difference between creating wealth and preserving wealth, and the biggest mistakes entrepreneurs make when preparing for an exit. KEY TAKEAWAYS FROM THIS EPISODE How Mario rebuilt his life after career and personal setbacks Working nights as a cake decorator while growing a wealth management firm Why small wins create momentum and confidence The concept of Opportunity by Proximity Lessons from the 2008 financial crisis The mindset shift required to create wealth Why today's younger generations struggle with direction and opportunity How entrepreneurs sabotage their own exits The difference between wealth creation and wealth preservation Succession planning and letting go as a founder Why commitment and loyalty still matter ABOUT MARIO SICARI Mario Sicari is the founder of BGS Capital Management, a nationally recognized wealth management firm overseeing more than $400 million in assets. With decades of experience helping families, entrepreneurs, and retirees build and preserve wealth, Mario is also the author of The Art of Creating Wealth and The Art of Preserving Wealth. His work focuses on financial education, personal responsibility, long-term planning, and helping individuals create meaningful financial futures. CONNECT WITH MARIO 🌐 BGS Capital Management 📖 The Art of Creating Wealth (Available on Amazon) ✉️ Whether you're building a business, planning your financial future, or looking for inspiration to take your next step, this episode delivers practical wisdom and powerful stories you won't forget.
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Growth Doesn’t Fix Problems, It Exposes Them with Dr. Donna Marino
05/20/2026
Growth Doesn’t Fix Problems, It Exposes Them with Dr. Donna Marino
“Growth doesn’t fix problems. It exposes them.” In this episode of Built to Finish, Steven sits down with Dr. Donna Marino to unpack the emotional and operational realities of scaling a family-run business. From succession planning and founder dependency to sibling conflict, leadership friction, and the hidden communication issues that slow companies down, Dr. Donna shares why family dynamics do not disappear inside a business, they often get magnified. Together, they discuss why founders wait too long to plan their exit, how unclear roles can hurt morale and valuation, and why the conversations families avoid are usually the ones that matter most. Key Takeaways Growth exposes problems that were already there. Family dynamics often carry directly into the business. Succession planning fails when families avoid the conversation. Founder dependency can seriously hurt valuation. Operational clarity requires defined roles, documentation, and communication. Retired founders often struggle because their identity is tied to the business. Co-leadership between siblings can create major conflict without clear alignment. Healthy conflict is necessary for a strong leadership team. Family businesses need to preserve culture while still evolving. Exit planning should begin years before a sale or transition. Contact Dr. Donna Marino Website: drdonnamarino.com Email: LinkedIn: Dr. Donna Marino
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Why Success Alone Will Never Fulfill You with Scott Lackey
05/13/2026
Why Success Alone Will Never Fulfill You with Scott Lackey
“The more I sacrifice of myself, the more of myself I actually find.” In this deeply powerful episode of Built to Finish, Steven Pivnik sits down with combat veteran, entrepreneur, keynote speaker, Ironman athlete, and author Scott Lackey for a conversation about identity, pain, resilience, spirituality, and transformation. Scott shares the lightning strikes that changed the course of his life, from losing businesses and rebuilding after failure to discovering that success alone does not make someone whole. Together, Steven and Scott unpack the lessons learned through military service, entrepreneurship, endurance sports, and personal struggle, exploring how pain can become instruction instead of punishment. The episode dives into broken promises we make to ourselves, the importance of discipline, and why audacious goals require micro-level consistency. Scott also discusses the philosophy behind his upcoming book, Wake Up to Die Again, and explains concepts like “walking the lily pads,” “the warrior, the poet, and the shepherd,” and why becoming who you were meant to be requires sacrifice. This is an emotional, motivational, and thought-provoking conversation for entrepreneurs, athletes, leaders, and anyone navigating transformation in their own life. Key Takeaways Success alone does not make you whole Pain can become instruction instead of punishment Failure teaches lessons success never can Big transformations begin with micro-level consistency Discipline is built through keeping promises to yourself The Ironman journey is won during training, not race day Lightning strikes are moments that permanently change who you are Limiting beliefs are often rooted in self-doubt The gifts we seek are often hidden inside hardship Sacrifice is required to become who you’re meant to be Identity struggles affect both entrepreneurs and athletes Spirituality and faith can anchor people during difficult seasons Audacious goals require boring daily steps Authenticity matters more than external validation Resilience is built through repeated adversity Contact Scott Lackey Website: Email: Book: Wake Up to Die Again
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Built to Scale: From Break-Fix to a World-Class IT Company with Dan Hernandez
05/06/2026
Built to Scale: From Break-Fix to a World-Class IT Company with Dan Hernandez
“Think about AI as hiring employees. If 30 people are using AI, you now have 60.” In this episode of Built to Finish, Steven Pivnik sits down with Dan Hernandez, founder and CEO of PCS Technologies, to unpack what it really takes to build a scalable, resilient business in one of the most fragmented industries: IT services. Dan shares how he transformed his company from a traditional break-fix model into a high-performing managed service provider, while building a culture of low turnover, strong leadership, and operational independence. He breaks down the importance of pattern recognition, early adoption of trends like cybersecurity and AI, and why most founders stay stuck in the day-to-day longer than they should. Beyond business, Dan’s personal journey—from walking 5 million steps in a year to rebuilding his health after years of physical strain—proves that endurance isn’t just physical, it’s a mindset that carries into leadership and life. This episode is a masterclass in systems, discipline, and knowing when to evolve. Key Takeaways: You can build elite fitness through consistency, not intensity Walking can outperform high-impact training for long-term health Pattern recognition is a core entrepreneurial superpower Early adoption of industry shifts creates outsized advantage Hiring mistakes are expensive but fixable with process Founders must step out of operations to scale past ~$2M Culture and growth opportunity reduce employee turnover EOS (Entrepreneurial Operating System) drives accountability and clarity AI should be treated like adding employees to your business Continuous learning is what sustains long-term success Contact Dan Website: pcstechnology.com Email:
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From Everest Base Camp: Grit, Failure, and the Power of Focus with Reid Tileston
04/30/2026
From Everest Base Camp: Grit, Failure, and the Power of Focus with Reid Tileston
“Grit is doing difficult things at the exact moment that you do not want to do them.” In this episode of Built to Finish, Steven Pivnik sits down with Reid Tileston, author of Grit It Done, professor, entrepreneur, and Everest summiteer, live from Mount Everest Base Camp. Reid shares his definition of grit, why the people you surround yourself with directly impact your ability to achieve hard things, and how failure can become the fuel that pushes you forward. From business buying and entrepreneurship to cold plunges at 21,000 feet, high-altitude pulmonary edema, and attempting Everest without supplemental oxygen, this conversation explores what it really takes to keep going when motivation fades. Key Takeaways Grit means doing difficult things exactly when you do not want to do them. Your peer group has a major impact on your ability to follow through. Failure can become fuel when you use it to recommit instead of retreat. Founders need to know when to stay focused, when to pivot, and when to test more options. Daily habits like cold water immersion, visualization, and end-of-day reflection can help build grit over time. In business, grit often means doing the extra hard thing that creates a better outcome, like speaking to ten potential buyers instead of one. Contact Reid Follow Reid Tileston’s Everest journey on Instagram: @reidtileston Learn more about his book: grititdone.com Connect with Reid on LinkedIn: Reid Tileston
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What Separates Finishers from Everyone Else with Mark Pattison
04/22/2026
What Separates Finishers from Everyone Else with Mark Pattison
“Success leaves clues.” What does it really take to finish what you start when the stakes are high? In this episode of Built to Finish, Steven sits down with Mark Pattison, former NFL player, entrepreneur, former Sports Illustrated executive, Seven Summits finisher, Everest climber, speaker, and host of the Finding Your Summit podcast. Mark shares the mindset shifts that carried him from elite athletics into entrepreneurship and extreme mountaineering, and why consistency, preparation, and mental toughness matter more than motivation. The conversation explores what separates people who finish from people who fade out, how to stay committed on hard days, why success leaves clues, and how Mark rebuilt his identity after football. He also opens up about climbing Everest, raising awareness through Amelia’s Everest, and why some of the biggest wins in life come after the chapter you thought would define you forever. Key Takeaways Success is built in stages. Mark’s NFL journey was not one giant leap. It was a series of iterations, each requiring him to elevate again. Success leaves clues. One of the best ways to improve is to study people already doing what you want to do. A roadmap matters. Big goals become achievable when you get clear on the destination and the path to get there. Consistency beats intensity. Mark credits repeated daily effort more than flashes of motivation. Preparation reduces resistance. Setting everything up the night before makes it easier to execute when discipline is needed most. Action creates reaction. Forward motion matters, even when you are unsure of the perfect next step. Identity transitions are hard. Leaving the NFL was painful, and Mark had to learn how to create value in a completely different world. Mindset is the separator. Mark believes the people who finish are the ones who keep their eye on the prize and stay locked in when discomfort sets in. Discipline is developed. It is not something you are simply born with. It comes from repetition and doing hard things over time. Your best work may come after your first big chapter. Mark is proud not just of football, but of the body of work he built after it. This is an episode about resilience in the real world, not the polished version, but the kind built through repetition, struggle, discipline, and refusing to stop. Contact Mark Website: markpattisonnfl.com Book: Finding Your Summit on Amazon Podcast: Finding Your Summit
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Why Most Companies Are Behind on AI (And Don’t Know It) with Brian Dainis
04/16/2026
Why Most Companies Are Behind on AI (And Don’t Know It) with Brian Dainis
“The compounding effect of time in your business is incredible. Most of the value gets created at the end of that curve. Just stick with it.” In this episode of Built to Finish, Steven sits down with Brian Dainis, Founder and CEO of Curotec, to break down what it really takes to scale a business in today’s technology-driven world. Brian shares his unconventional path from waiting tables and door-to-door sales to building a global software development firm approaching a $10M run rate. Together, they dive into the realities of early-stage entrepreneurship, the evolution of strategic thinking, and the major shifts happening in technology today. The conversation explores why so many companies are falling behind in AI adoption, the risks of outdated systems, and the critical decisions leaders must make between building custom solutions or buying existing software. Brian also unpacks the concept of technical debt and why imperfect decisions early on can compound into major challenges later. This episode is a must-listen for founders, operators, and executives navigating growth, technology, and long-term scalability. Key Takaways: Most founders spend years figuring things out before gaining real traction Many mid-market companies are running outdated technology AI adoption is happening faster than any previous technology shift Most companies know they need AI but don’t know where to start Culture of experimentation is critical for innovation Bureaucracy slows down progress and technology adoption Build vs buy decisions are becoming more complex with AI AI tools are dramatically increasing developer productivity Technical debt is unavoidable and compounds over time Long-term success in business comes from compounding effort CONTACT BRIAN Brian Dainis, Founder & CEO, Curotec Website: LinkedIn: Search “Brian Dainis Curotec
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Relationships Over Transactions: The Trust-Based Selling Blueprint with Todd Duncan
04/08/2026
Relationships Over Transactions: The Trust-Based Selling Blueprint with Todd Duncan
"Transactions will make you a living. Relationships will make you a fortune." What if the key to explosive business growth wasn’t more leads, more calls, or more hustle but deeper relationships? In this episode of Built to Finish, Steven Pivnik sits down with three time New York Times bestselling author Todd Duncan to unpack the philosophy behind High Trust Selling and why relationships outperform transactions every time. Todd shares his journey through personal loss, financial collapse, and rebuilding, and how those experiences shaped a framework that has influenced elite performers across industries. From trust based selling to customer experience, AI powered learning, and building long term client loyalty, this episode is a masterclass in sustainable success. If you want to build a business that compounds through trust, referrals, and meaningful relationships, this episode is for you. Key Takeaways Relationships create long-term wealth while transactions create short-term income Trust is the number one currency in business and referrals accelerate growth Asking fewer but deeper questions dramatically increases conversions The best producers focus on client share, not market share Awareness and thoughtful customer experience create unforgettable loyalty Trust can be learned through active listening and curiosity Follow-up after the sale is the biggest missed opportunity in business AI-powered learning is reshaping coaching, sales training, and performance development Contact Todd Website: Email: Fuel is a global AI-powered learning platform delivering micro-learning, performance coaching, and interactive avatar-based mentorship across 77 countries.
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Jim Stryker's Take On Why Founders Lose Millions Without Exit Planning
04/01/2026
Jim Stryker's Take On Why Founders Lose Millions Without Exit Planning
"The state has a plan for your wealth. If you don't create one, they'll use theirs." Most founders focus on building enterprise value but ignore personal wealth strategy until it's too late. In this episode, Steven sits down with wealth strategist Jim Stryker to break down why exit planning should start years before liquidity. Jim explains how entrepreneurs unknowingly leave millions on the table through poor tax planning, lack of estate structure, and reactive financial decisions. He also shares how founders can model their future financial position, protect assets after an exit, and avoid common mistakes that destroy wealth. If you're building toward a liquidity event, this episode will change how you think about money, taxes, and long term financial architecture. Key Takeaways: • Exit planning should begin 24 to 36 months before liquidity • Most founders lose millions due to poor tax strategy • Growing money in taxable environments is the most expensive option • Post exit wealth protection should prioritize safety, liquidity, then return • Estate planning prevents the state from controlling your wealth transfer • Future position modeling shows how long your money actually lasts • Paying off your house early is not always financially optimal • Financial advisors should diagnose before prescribing products • A second opinion can uncover millions in hidden inefficiencies • True wealth is measured in relationships, not assets Contact Jim: Website: Education & Resources: Email:
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Confidence Comes After Action. The Real Formula for Transformation with Cara Poppitt
03/25/2026
Confidence Comes After Action. The Real Formula for Transformation with Cara Poppitt
"Confidence does not come before change. Confidence comes because you choose to change." What does real transformation actually look like for founders, leaders, and high performers? In this episode of Built to Finish, Steven Pivnik sits down with Cara Moeller Poppitt, three time bestselling author of Big Freaking Change, entrepreneur, coach, and host of the Big Freaking Change podcast. With a background in dance, entrepreneurship, and leadership coaching, Cara shares a powerful framework for navigating change, overcoming fear, and creating meaningful momentum in business and life. The conversation explores why high performers sabotage themselves, how identity affects founders during exits, and why confidence only comes after action. Cara also breaks down her Cycle of Change methodology, an eight step model designed to help entrepreneurs move from feeling stuck to taking bold action. Steven and Cara also discuss founder psychology, the emotional impact of selling a business, and how reflection and intentional pauses can unlock the next level of growth. If you are navigating change, building toward an exit, or looking to create meaningful progress in the next 90 days, this episode provides a practical roadmap for transformation. Key Takeaways Being stuck is not failure. It is a signal that growth is available Confidence comes after action, not before High performers often sabotage themselves by chasing change without clarity Founders must prepare psychologically for identity shifts after an exit Small momentum building steps create lasting transformation Fear is part of bold change and should be expected Reflection and simmering after success builds long term confidence Transformation starts by identifying the feeling you want, not the outcome You cannot change your environment but you can change your response to it The most powerful change often begins with investing in yourself Contact Cara Website Speaking and Coaching Cara offers a free Cycle of Change toolkit along with resources to help entrepreneurs create meaningful transformation in business and life. She can also be contacted through her websites and social media for coaching, speaking, and leadership programs.
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The Party Within: Rethinking Social Life and Belonging with Evan Cudworth
03/18/2026
The Party Within: Rethinking Social Life and Belonging with Evan Cudworth
“Party isn’t something you consume. It’s something you create from within.” In this episode of Built to Finish, Steven sits down with Evan Cudworth, the world’s first “party coach,” to challenge everything we think we know about social life, alcohol, and belonging. From his early experiences in rave culture to building his Party Within framework, Evan shares how he transformed external validation into internal energy and how others can do the same. This conversation explores the modern loneliness epidemic, the role of agency in our social lives, and how small shifts like asking better questions or creating connection instead of consuming it can completely redefine how we show up. If you’ve ever felt drained, disconnected, or dependent on environments or substances to feel on, this episode offers a powerful reframe. The best party starts within you. Key Takeaways • Redefining “party” as intentional human connection rather than substances or environments • The shift from a low agency social life to a high agency one where you create your experience • Real fulfillment and energy can come from connection, not consumption • Better questions lead to deeper conversations and more meaningful social experiences • Growth in social confidence comes through discomfort, not avoidance • Technology and AI are reducing friction, which makes intentional connection more important than ever • The Party Within framework helps rewire habits and build internal social energy Connect with Evan Website: partycoach.me Search “Party Coach” or “World’s First Party Coach” to find Evan and his work Evan’s mission is to help people shift from seeking belonging externally to creating it internally and to use social experiences as a tool for connection, growth, and meaning.
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From Boardroom to Basecamp: The Ecuador Executive Retreat with Mark Hodges and Griffin Mims
03/11/2026
From Boardroom to Basecamp: The Ecuador Executive Retreat with Mark Hodges and Griffin Mims
“Mountaineering is very much a game of stepping stones.” This week on Built to Finish, Steven Pivnik shares exciting details about his upcoming Ecuador Climbing Executive Retreat — a unique experience designed to bring together founders, business leaders, and aspiring climbers for a powerful blend of exit strategy, leadership development, and high-altitude adventure. Steven first sits down with repeat guest Mark Hodges, an experienced exit advisor who has personally achieved several exits and advised on more than 30 others, helping generate over $1 billion in founder wealth. Together, they unpack the business side of the retreat, including the types of founder conversations that will take place before the trip, the mastermind-style discussions planned during the retreat, and the practical issues founders must address if they want to build toward a successful exit. In the second half of the episode, Steven is joined by Griffin Mims of Alpenglow Expeditions, the mountaineering partner for the retreat. Griffin explains why Ecuador is such an ideal destination for first-time high-altitude climbers, what participants can expect from the experience, and how Alpenglow’s high-touch approach, guide quality, and safety infrastructure make this an exceptional environment to learn mountaineering fundamentals. The conversation makes clear that this retreat is not just about climbing mountains — it is about giving founders a rare opportunity to step away from the day-to-day, challenge themselves physically and mentally, and gain clarity around what it takes to finish strong in business and in life. Business Takeaways: - Founders who successfully prepare for an exit tend to trust expert guidance, grow more confident in their market position, become more sophisticated about money, and think intentionally about what comes next after the deal closes. - A major theme of the retreat is helping founders understand the difference between headline purchase price and actual take-home proceeds, including how working capital adjustments, taxes, bonuses, legal fees, and other deal costs can materially shrink the final outcome. - Mark highlights several high-value topics for retreat mastermind sessions, including recruiting senior talent, handling non-performing executives or partners, and scaling a company successfully without losing focus. - The episode also surfaces several “valuation killers,” including underinvesting in sales, losing key customers, and getting distracted by shiny new opportunities that pull leadership away from core execution. - Steven outlines a thoughtful retreat structure that includes pre-trip one-on-one founder and leadership conversations, group mastermind sessions in Ecuador, and follow-up guidance aimed at helping participants map out the next 12 to 36 months toward a potential exit. Climbing Takeaways: - Ecuador is presented as one of the best places in the world to learn high-altitude mountaineering because of its access to 6,000-meter peaks, efficient logistics, and strong balance of real mountain experience with manageable risk. - The retreat is designed for beginners, with no prerequisite climbing experience required, though Griffin emphasizes that participants who train for a few months beforehand will enjoy the experience more and set themselves up for better success. - Alpenglow provides a highly supported experience from airport pickup to departure, along with acclimatization in Quito, mountain instruction, and access to local guide infrastructure that helps maximize safety and responsiveness. - Participants can expect comfortable accommodations for most of the retreat, including haciendas with real beds, hot showers, electricity, and often wifi, with only one night spent in a mountain hut before a summit push. - Griffin notes that for many climbers, Ecuador becomes the first stepping stone to bigger objectives, with a large percentage of participants eventually going on to higher peaks elsewhere in the world. Contact Info Steven Pivnik Website for the retreat: stevenpivnik.com/executive-retreat LinkedIn: Steven Pivnik Mark Hodges Email: Griffin Mims Email: Phone: 308-293-6629 Also available via the inquiry form on the Alpenglow Expeditions website.
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From Stand-Up to TEDx: The Blueprint Behind Talks That Actually Convert with Cesar Cervantes
03/04/2026
From Stand-Up to TEDx: The Blueprint Behind Talks That Actually Convert with Cesar Cervantes
“Real credibility isn’t a title. It’s delivery.” Most speakers think great talks are about talent. They’re wrong. In this episode of Built to Finish, I sit down with Cesar Cervantes, former stand-up comedian turned TEDx speechwriter and mentor, who has helped over 300 speakers land and craft powerful TEDx talks. We break down the repeatable architecture behind talks that create transformation, not just applause. Key Takeaways Attention Comes Before the Problem The best talks hook you before introducing the problem; with a question, story, or startling statement. No Problem = No Interest Every powerful talk clearly establishes tension before offering a solution. Structure Creates Transformation Great talks aren’t improvised magic. They follow a deliberate architecture: Rejection Is the Process Landing a TEDx talk can take 50+ applications. It’s not personal, it’s alignment and numbers. Story Beats Data Data informs. Story transforms. Vulnerability Wins Polished isn’t powerful... human is. Most Underrated Skill? Structure. Most overrated advice? “What to do with your hands.” Credibility Isn’t Titles. It’s Delivery. The audience doesn’t buy your resume. They buy your presence. If you’re an entrepreneur, executive, or leader who wants to command a stage, convert audiences, and communicate ideas that stick, this episode is a masterclass. Connect With Cesar Website: Book: Great Speech (Available on Amazon) LinkedIn: Cesar Cervantes
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From Necessity to 100 Million Views with Christopher Kriel
02/25/2026
From Necessity to 100 Million Views with Christopher Kriel
"I get more done in those three hours than anyone can in 10 hours while being a little bit distracted on the side the whole time." This episode of Built to Finish features Christopher Kriel, a medical student and content creator who has turned a personal financial necessity into a digital powerhouse with over 900,000 followers. Host Steven Pivnik explores Christopher’s unique journey from growing up in South Africa to studying medicine in Hungary, all while building a business that has amassed over 100 million views. The conversation dives into the science of peak performance, as Christopher breaks down the critical importance of sleep consistency, the "sedative" trap of alcohol on memory, and his "Deep Work" philosophy that allows him to out-produce those working twice the hours. Christopher also shares his latest venture: Rise, a screen-time control solution designed to help users reclaim their dopamine systems and focus from the addictive designs of social media. From debunking medical school myths to discussing the potential link between circadian rhythm disruption and long-term health, this episode is a masterclass in discipline, habit formation, and finishing what you start. Key Takeaways The Power of Small Habits: Reading just 20 minutes a day leads to finishing roughly 20 books a year, proving that consistency compounds into massive knowledge over time. Focus Over Duration: Adopting "Deep Work" sessions of two to three hours without distractions is significantly more effective than working long hours with constant interruptions. Prioritize Sleep Consistency: Getting eight hours of sleep is less important than waking up and going to bed at the same time every day to maintain your circadian rhythm. The Dangers of Distraction: Modern social media and adult content are designed to "hack" the dopamine system, requiring external tools like Rise to regain self-control. Avoid "Over-hyped" Health Trends: Christopher warns against unregulated trends like black-market peptides that lack human clinical trials and quality control. Alcohol’s Impact on Memory: Even small amounts of alcohol can disrupt REM sleep and the hippocampus, preventing the brain from properly storing memories. Connect with Christopher Instagram: TikTok:
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Preparation and Stubbornness: From War Zones to Mount Everest with Mike Tobin
02/18/2026
Preparation and Stubbornness: From War Zones to Mount Everest with Mike Tobin
“Preparation and stubbornness will get you up any mountain.” In this episode of Built to Finish, host Steven Pivnik sits down with veteran journalist and war correspondent Mike Tobin for a gripping conversation on pressure, perspective, and what it really means to keep going when the stakes are life-or-death. Mike has spent decades running toward chaos — reporting from conflict zones including Iraq, Afghanistan, Israel, Gaza, Ukraine, and beyond — often becoming a firsthand witness to history in real time. Known for his calm demeanor under extreme pressure, he shares how staying focused in breaking-news environments mirrors the mindset required in high-risk mountaineering. The conversation moves from war zones to the world’s highest peaks as Mike and Steven reflect on their shared Mount Everest expedition, with Mike opening up about his summit push, the brutal conditions leading up to it, the critical role of preparation and gear choices, and the mental resilience required to keep moving when quitting feels easier. He explains why he often feels stronger the higher he climbs, how pushing past perceived limits has shaped his approach to both life and career, and how that same intensity has also carried a cost — particularly in frontline journalism, where coping with trauma, loss, and grief is often avoided by flooding life with constant motion. Mike speaks candidly about the emotional toll of always moving forward without slowing down, and the importance of acknowledging what we carry long after the story ends. This episode is a powerful listen for entrepreneurs, leaders, endurance athletes, and anyone navigating high-pressure environments, offering raw insight into resilience, discipline, and what it truly takes to finish what you start. Key Takeaways Staying calm under pressure is a trainable skill — whether in war reporting or extreme mountaineering. Getting it right matters more than getting it first, especially in a world flooded with misinformation. Preparation and stubbornness outperform talent when the conditions get hard. Big mountains — and big goals — often require pushing past your perceived quitting point. Gear choices, systems, and planning can be the difference between success and failure. High performers often cope with stress by avoiding stillness — awareness is the first step toward healthier processing. Major pursuits don’t just affect you — they impact your family, relationships, and support system. Links X (Twitter): @MikeTobinFox Documentary: Everest — streaming on Fox Nation (free trial available)
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The Yes Audit: Where Your Time, Money, and Focus Are Going with Ryan Pink Langford
02/11/2026
The Yes Audit: Where Your Time, Money, and Focus Are Going with Ryan Pink Langford
“Every tiny yes we give away is slowly stealing our life. The most powerful word isn’t yes — it’s no.” In this episode of Built to Finish, host Steven Pivnik sits down with speaker, storyteller, and former serial entrepreneur Ryan Pink Langford for a powerful conversation on focus, purpose, emotional resilience, and what it really takes to build a life that lasts, not just a business. Ryan shares insights from his journey of building and exiting multiple companies, including the systems and mindset required to scale without burnout. He introduces his concept of the “Yes Audit,” a practical framework for identifying the small, unconscious commitments that slowly drain our time, energy, and attention — and why learning to say no is one of the most important skills any founder can develop. The conversation goes deeper as Ryan opens up about his experience with trauma, a traumatic brain injury, and how that chapter reshaped his definition of success. Today, his work focuses on helping entrepreneurs and high performers develop their inner edge, emotional health, clarity, and resilience, alongside their external achievements. Drawing from personal experience, coaching, and his work in trauma recovery, Ryan explains how emotions can be trained like habits, allowing leaders to operate from peace, confidence, and purpose rather than constant pressure. This episode is a must-listen for entrepreneurs, executives, and anyone feeling stretched thin, offering honest perspective, actionable tools, and a reminder that finishing strong starts from the inside. Key Takeaways Tiny yeses add up — subscriptions, obligations, and distractions quietly drain time, energy, and money. Conduct a regular “Yes Audit” to identify commitments that no longer serve your biggest goals. The framework for reclaiming focus: Define, Design, Defend your biggest yeses. Saying no is not selfish — it protects the life and work you care about most. Systems, automation, and delegation are essential for building a business that can scale and survive without you. True success requires developing both your external edge (skills) and your inner edge (emotional health). Purpose-driven work sustains energy far longer than money-driven ambition. Links Email: Instagram: @MrRyanPink
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Core Turnaround Strategy — Telling the Truth, Fixing the Core, and Saving Companies with Walter Simson
02/04/2026
Core Turnaround Strategy — Telling the Truth, Fixing the Core, and Saving Companies with Walter Simson
“If you can’t admit you need a turnaround, you’re probably not going to make it.” In this episode of Built to Finish, Steven Pivnik sits down with Walter Simpson, a veteran business turnaround consultant with 40 years of experience and more than 60 middle-market company turnarounds under his belt. Walter is the author of the newly released book Core Turnaround Strategy: The Indispensable Restructuring Guide, which challenges conventional wisdom around fixing distressed companies. Rather than starting with layoffs and cost-cutting, Walter advocates for something far more fundamental: telling the truth, identifying the core, and fixing strategy before expenses. Drawing from real-world turnaround stories—including his very first engagement inside his family’s business—Walter explains how leaders can diagnose problems through products, customers, execution, and measurement errors, and why credibility with lenders, employees, and partners is the most valuable currency in a turnaround. Steven and Walter also revisit their own past work together, offering listeners an inside look at how turnaround principles apply not just to distressed companies, but to fast-growing businesses that need clarity, focus, and disciplined execution. This episode is a masterclass for founders, CEOs, operators, and investors facing complexity, pressure, or stalled momentum—and for anyone who believes businesses can be fixed when leaders are willing to face reality head-on. Key Takeaways A turnaround starts with telling the truth, not softening the message Strategy issues often hide behind financial symptoms Core products and core customers matter more than cutting headcount first Most struggling companies suffer from strategy, measurement, or execution errors Credibility with lenders is built by transparency and “showing your work” Turnarounds require partnership—between leaders, teams, and financial stakeholders The right team includes people beyond the executive suite Sustainable recovery comes from clarity, focus, and disciplined follow-through Connect with Walter Simpson Book: Core Turnaround Strategy: The Indispensable Restructuring Guide Firm Website: Email:
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The Magic of CEO Effectiveness: Scaling, Exiting, and Leading at the Next Level with Jim Schleckser
01/28/2026
The Magic of CEO Effectiveness: Scaling, Exiting, and Leading at the Next Level with Jim Schleckser
“At a certain point, the business doesn’t need a harder-working founder — it needs a more effective CEO.” In this episode of Built to Finish, Steven Pivnik sits down with Jim Schleckser, a seasoned entrepreneur, CEO coach, and trusted advisor to hundreds of founders who are scaling companies, navigating complexity, and preparing for successful exits. Jim has grown and exited multiple businesses himself and now serves as the Founder and CEO of The CEO Project, a peer advisory organization designed exclusively for growth-minded CEOs. Leaders seek Jim out when they hit the ceiling of what got them “here” — and need help building the systems, leadership habits, and decision-making frameworks to get them “there.” The conversation blends hard-earned operational insight with real-world leadership truth. Drawing from his experience coaching elite CEOs — and from moments as intense as conversations at Everest Base Camp — Jim breaks down what actually moves the needle for executives once the basics are no longer the problem. Key Takeaways Why CEO effectiveness, not effort, becomes the constraint at scale The hidden leadership mistakes founders make as companies grow How to shift from operator to true executive leader Why peer accountability is essential for high-performing CEOs The difference between building a profitable company and a sellable one Decision-making frameworks that reduce noise and increase clarity Why founders must evolve faster than their organizations The “magic” that happens when strategy, leadership, and discipline align Preparing for exits long before a transaction is on the table This episode is a must-listen for founders, CEOs, and operators who know their next level won’t be reached by working harder — but by leading differently. Links: LinkedIn: The CEO Project:
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Primal Truths: What Evolutionary Psychology Teaches Us About Leadership, Power, and Relationships with Tim Ash
01/21/2026
Primal Truths: What Evolutionary Psychology Teaches Us About Leadership, Power, and Relationships with Tim Ash
“We are not broken as humans — we’re living in a culture that ignores how we actually evolved.” In this episode of Built to Finish, Steven Pivnik sits down with Tim Ash, renowned expert in evolutionary psychology, persuasion, and human behavior, for a wide-ranging and unapologetically honest conversation about what truly drives leadership, relationships, and modern society. Tim is a best-selling author, international keynote speaker, and founder of a digital marketing agency that helped create over $1.2 billion in value for global brands including Google, Expedia, and Nestlé. Returning to the podcast as Steven’s first-ever repeat guest, Tim brings a deeply informed evolutionary lens to topics most people are afraid to discuss openly. The conversation centers around Tim’s latest book, Primal Dating, co-authored with Dr. Lamour Gottlieb, and explores why so many modern challenges—from broken relationships to dysfunctional workplace cultures—stem from ignoring our evolutionary wiring. Episode Takeaways: Why evolutionary psychology is foundational to leadership, marketing, and culture. How tribes, hierarchy, and initiation rituals shape high-performing organizations. The evolutionary differences between men and women—and why modern culture distorts them. Why most relationships fail (and why that doesn’t mean you’ve failed). The myth of “happily ever after” and what humans actually evolved for. Loneliness, technology, and the unintended consequences of digital optionality. How sexual marketplace dynamics affect ambition, power, and self-worth. Why depopulation, polarization, and loneliness are accelerating—and what it means for society. Lessons Tim would give his son vs. his daughter about life, relationships, and long-term strategy. Writing books with conviction: why AI should assist, not replace, original thinking. How leadership, dating, and corporate culture all follow the same primal rules. Salsa dancing as a metaphor for fully expressed living. Links: Website: Primal Dating: LinkedIn: Social Media: @primaltim
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Redefining Wealth Management: A Human-Centric Approach to Financial Success | Lisa Kirchenbauer
01/07/2026
Redefining Wealth Management: A Human-Centric Approach to Financial Success | Lisa Kirchenbauer
In this episode of the Built to Finish podcast, Steven Pivnik sits down with Lisa Kirchenbauer, Founding Partner and Senior Advisor at Omega Wealth Management, to unpack what really happens before and after a liquidity event. Recognized by Newsweek and Money.com, Lisa shares how her firm has challenged the traditional, investment-first wealth management model for more than 25 years — putting life planning, psychology, and human behavior at the center of financial decision-making. Together, Steven and Lisa explore the hidden realities founders face after “winning the game,” including loss of identity, lack of structure, and the emotional whiplash that can follow sudden wealth. They dive deep into what “enough” actually means, why most founders get the number wrong, and how preparing years in advance — both financially and personally — can dramatically change outcomes. From identity shifts and post-exit mistakes to routines, goals, and the future of wealth management in an AI-driven world, this episode is a must-listen for entrepreneurs planning an exit or navigating life on the other side. Takeaways: Investment management was the primary focus in traditional wealth management. A human approach to wealth management is essential. Many entrepreneurs experience a loss of identity after a liquidity event. Establishing structure and goals is crucial post-event. Defining 'enough' is more complex than just a number. Life planning questions can help clarify personal goals. Choosing the right wealth advisor involves understanding their process. Lessons learned from early mistakes can guide future decisions. Personal insights from endurance sports can improve business performance. The future of wealth management will focus on holistic approaches. Quote of the Show: "If you dont deal with the human side of wealth, the money doesn't fix anything... it just amplifies what was already there." Links:
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