Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.

Rethinking Aging: Healthspan Over Lifespan with Jennifer Garrison of Buck Institute 04/28/2025

Letting Go of the Spotlight To Embrace Mentorship with Chris Stakich of CEO Coaching International 04/14/2025

Finding Fulfillment Beyond Titles with Steph Corker of ViRTUS 03/31/2025

Finding Fulfillment Beyond Titles with Steph Corker of ViRTUS 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 conversations and why Steph believes in packing curiosity (and gummy bears) for tough discussions. (06:56) How a simple gummy bear can create openness and shift the tone of challenging conversations. (11:24) Gardening as a leadership lesson — what Steph learned from turning her front lawn into a community garden. (13:20) The concept of "missing greatness" — why some leaders struggle to recognize meaningful success. (15:50) Finding fulfillment beyond titles and resumes — how Steph defines personal greatness. (19:52) Looking ahead — Steph’s vision for her future self and how she’s shaping her life today to align with that vision. (21:39) Why true wealth is about more than money — it’s about joy, relationships, and living with purpose. Resources Mentioned: Steph Corker ViRTUS The Corker Collective | LinkedIn The Corker Collective (acquired by ViRTUS) Intelligent Change Journals Thanks for joining us for the latest episode of “Day in a Canoe.” If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #LeadershipDevelopment #PersonalGrowth #WorkLifeBalance #BusinessStrategy #EntrepreneurshipInsights /episode/index/show/dayinacanoe/id/35931430

Mastering Creativity and Commerce with Doug Nordberg of Nordberg Furniture 03/17/2025

Mastering Creativity and Commerce with Doug Nordberg of Nordberg Furniture 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 age 12. (02:23) The annual antler shedding cycle and its role in Doug’s work. (05:07) Using early financial advice to shape an entrepreneurial path. (07:16) Balancing artistry and business as both a designer and gallery owner. (08:13) The importance of embracing strong reactions, even rejection, in art. (10:55) Viewing slow business periods as opportunities for creativity and growth. (13:59) The challenges of balancing passion with practicality. (15:30) Advice for young artists: focus on passion and develop strong business skills. (17:27) Defining true wealth as the freedom to focus on what truly matters. Resources Mentioned: Doug Nordberg - Nordberg Gallery | Website - Western Design Conference - Thanks for joining us for the latest episode of “Day in a Canoe.” If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #FinancialPlanning #PersonalGrowth #EntrepreneurshipInsights #WorkLifeBalance #InvestmentStrategies /episode/index/show/dayinacanoe/id/35718890

Mastering Fine Art and Commercial Photography with Audrey Hall of Audrey Hall Photography 03/03/2025

Mastering Fine Art and Commercial Photography with Audrey Hall of Audrey Hall Photography 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 photography reflects both the artist’s self-worth and market perception. (07:06) A photographer’s insight on capturing the layered personalities of subjects. (08:31) Valuing the interplay of collaboration and introspection in the creative process. (09:54) Blending film and digital aesthetics in photography. (11:53) Drawing inspiration from what it means to be a woman today. (16:46) Defining wealth as having the freedom to care for oneself and one’s family. Resources Mentioned: Audrey Hall - https://www.linkedin.com/in/audreyhallphotography/ Audrey Hall Photography - https://www.audreyhall.com/ "Bison: Portrait of an Icon" by Chase Reynolds Ewald (Author) and Audrey Hall (Photographer) - https://a.co/d/9OyHpt9 Western Design Conference - https://westerndesignconference.com/ Thanks for joining us for the latest episode of “Day in a Canoe.” If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #FinancialPlanning #PersonalGrowth #EntrepreneurshipInsights #WorkLifeBalance #BusinessStrategy /episode/index/show/dayinacanoe/id/35507795

Crafting Artful Stories in Metal with Chrissy Glenn, Metal Sculptress 02/17/2025

Embracing Emotional Generosity with Shasheen Shah of Coherent Strategies LLC 02/03/2025

Crafting a Life by Design with c of Ellie Thompson & Co Jewelry 01/20/2025

Finding Purpose and Maximizing Longevity and Happiness with Dan Buettner of Blue Zones 01/06/2025

Finding Purpose and Maximizing Longevity and Happiness with Dan Buettner of Blue Zones 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: (01:36) Blue Zones highlight common habits for living longer, healthier lives. (02:44) Fewer than 25% of Americans move 20 minutes daily. (05:08) The healthiest foods are the cheapest: whole plant-based foods. (07:27) Humans evolved to move constantly, not sit all day. (10:08) Blue Zones emphasize committed social circles for strong support. (12:55) Long-term longevity depends on daily habits, not quick fixes. (14:39) People in Blue Zones have a clear vocabulary for purpose. (16:54) Happiness is measured by life satisfaction and life experience. (19:07) Unhealthy friends increase your chances of being unhealthy. Resources Mentioned: Dan Buettner - https://www.linkedin.com/in/danbuettner/ Blue Zones LLC - https://www.linkedin.com/company/bluezoneskitchen/ Blue Zones Kitchen - https://bluezoneskitchen.com/ Gallup - https://www.gallup.com National Geographic - https://www.nationalgeographic.com Thanks for joining us for the latest episode of “Day in a Canoe.” If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #Longevity #BlueZones #HealthyLiving #PlantBasedDiet #HealthyHabits /episode/index/show/dayinacanoe/id/34734745

Inspiration From Nature to Fashion with Elyse Allen of Elyse Allen Textiles 12/16/2024

Embracing Change After a Life in Medicine with Dr. Joseph Hunstad of HKB Cosmetic Surgery 12/09/2024

Combining Barbecue and Philanthropy for Good with Russell Budd of PBS Contractors 11/25/2024

Combining Barbecue and Philanthropy for Good with Russell Budd of PBS Contractors True wealth isn’t just about money — it’s about choices, relationships, and making a lasting impact. , Founding Partner of , shares his journey of balancing professional success with meaningful contributions to the Naples community. From advocating for mental health to hosting impactful community events, Russell provides actionable insights on living with purpose and making a difference. Key Takeaways: (01:36) Lifelong ties to Naples inspire work to better the community. (02:21) Marine biology turned to construction management (04:14) Leadership Collier deepened understanding of Naples and sparked greater community engagement. (07:21) Hosting barbecues combines a passion for cooking with raising funds for mental health. (09:12) Farm City Barbecue unites 2,000 attendees to support Naples youth charities. (11:31) Building community impact starts with like-minded people and shared goals. (13:39) Mental health treatment needs outpace resources, creating a critical care gap. (15:24) Mentoring future leaders is key to Russell’s five-year community vision. (17:34) Russell defines true wealth as faith, family, friends, and meaningful work. Resources Mentioned: - LinkedIn - https://www.linkedin.com/company/pbs-construction-inc-/ - https://www.pbscontractors.com - https://davidlawrencecenters.org/ - https://namicollier.org/ - https://www.farmcitybbq.com/ Thanks for joining us for the latest episode of “Day in a Canoe.” If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #LeadershipInsights #TrueWealth #SelfAwareness #EmotionalIntelligence #MindfulLeadership #PersonalGrowth /episode/index/show/dayinacanoe/id/34137476

The Power of Humility in Leadership with Denise Ilitch of Ilitch Enterprises, LLC 11/11/2024

Modernizing Classics with Jonathan Ward of ICON 10/31/2024

Building Wealth Through Creativity: Insights From a Live Panel with Artists: Elyse Allen, Jonathan Ward, Chrissy Glenn, and Doug Nordberg 10/21/2024

Building Wealth Through Creativity: Insights From a Live Panel with Artists: Elyse Allen, Jonathan Ward, Chrissy Glenn, and Doug Nordberg We’re joined by an incredible panel of creative entrepreneurs to explore the challenges and rewards of turning passion into a successful business. Elyse Allen, owner of Elyse Allen Textiles, Jonathan Ward, Founder and Industrial Designer at ICON, Chrissy Glenn, master Metal Sculptress, and Doug Nordberg, Furniture Designer at Nordberg Furniture, each share their journey of building unique brands, embracing creativity, and navigating the balance between business and art. Key Takeaways: (03:16) Elyse shares her perspective on balancing creativity and business growth. (10:42) Jonathan reflects on letting go of control in his business. (15:33) Chrissy discusses the importance of focusing on quality over quantity. (20:06) Doug talks about finding joy in the creative process despite business pressures. (28:45) Elyse explains how she balances seasonal production with personal creative time. (36:00) Jonathan talks about the need to delegate tasks to grow a brand. (45:18) Chrissy shares her journey of transitioning from galleries to independent work. (50:03) Doug emphasizes the importance of stepping back to enjoy creative freedom. Resources Mentioned: Elyse Allen Textiles - https://www.elyseallentextiles.com/ ICON - https://www.icon4x4.com/about-icon/our_story Chrissy Glenn’s Sculptures - https://www.chrissyglenn.com/ Nordberg Furniture - https://nordberggallery.com/ Thanks for joining us for the latest episode of Day in a Canoe. If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you’d like us to help you define what true wealth means to you, go to and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. #CreativeWealth #ArtAndDesign #BusinessSuccess #PlanningAlternatives /episode/index/show/dayinacanoe/id/33542702

Finding Meaning and Purpose in Your Wealth Journey with Julie Colwell of the Evolutionary Power Institute 09/25/2024

Day in a Canoe – Kathy Wiseman: Understanding Family Systems 01/10/2024

Mark McLaughlin: Getting Real About Real Estate 11/24/2023

Mark McLaughlin: Getting Real About Real Estate In this episode, Nathan and Mark discuss: The landscape of residential real estate and the ever-increasing demand for homes despite low inventory and high interest rates. Recent lawsuits against the National Association of Realtors and what it means for real estate professionals and homebuyers. Building businesses and taking risks, particularly in situations where your back is against the wall. Key Takeaways: The real estate business is constantly changing, now more than ever we are seeing low inventory, shifting brokerage practices and constant market fluctuation trying to catch up with increasing demand. Entrepreneurial ventures take time, patience and risk taking. The best lessons in life aren’t through education, but in living through experiences and learning from them. Investing in yourself can be the most powerful way to impact your life. Avoiding lifestyle creeps and reinvesting in things that can pay you back in the long run is of great value. “One of lessons that I learned from the guy that recruited me into the business… when you close a deal, take 25% of your commission and somehow get it into the real estate business.” — Mark McLaughlin. About Mark McLaughlin: A visionary leader in the real estate industry for more than 20 years, Mark McLaughlin’s success is founded in collaboration, early adoption of technology applications, open communication and a keen emphasis on fact-based decisions. He has been highly effective in building dynamic organizations and developing successful business partnerships by establishing clear, measurable objectives for his team and clients. McLaughlin personally directs key strategic initiatives with intense passion and draws on various experiences to achieve elite performance. By the time Compass had acquired Pacific Union in 2018, McLaughlin had grown the San Francisco-based brokerage’s sales volume from $2.2 billion in 2009 to more than $14 billion, ranking as the 5th-largest residential real estate brokerage in the US. At mid-year 2020 the business was on pace for $20 billion in sales volume in 2021. McLaughlin has been at the forefront of industry innovations by enabling his real estate professionals to have a voice in which marketing and educational programs allow them to best serve their clients and grow their businesses. These initiatives have shaped his companies’ service offerings and put cutting edge tools in the hands of every team member to better serve their clientele. McLaughlin was named San Francisco Business Times top CEO in 2017, was honored as RISMedia CEO of the year in 2013 and has been consistently recognized by Inman News and the T3 Swanepoel rankings as one of the top 10 most influential industry executives. Under his leadership, Pacific Union International was named Christie’s International Real Estate Affiliate of the Year, in 2013, and Top Real Estate firm in the world by the International Properties Awards in London in 2018. Connect with Mark McLaughlin: LinkedIn: Website: Connect with : Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009 /episode/index/show/dayinacanoe/id/28783553

Breck Kling - An Affinity for Art 11/01/2023

Breck Kling - An Affinity for Art In this episode, Nathan and Breck discuss: Art as an investment and the value it holds from a monetary and aesthetic standpoint The rise of fine art as an alternative asset class The role of an art consultant in the buying and selling process of fine art The impact Breck’s grandfather had on his life and the community they lived in thanks to his influence as the founder of Xerox How family values and community involvement shape who you are Key Takeaways: There is a hunger for people to understand art as an asset while also appreciating the aesthetic of the works itself Follow your passion and find a way to incorporate it into your work each and every day. Determining the impact you want to make with generational wealth starts and ends with your family dynamic. Finding common ground, a shared vision and how you orient together is key to a successful family experience. Embrace your strengths, have sure footing, and maintain a bit of a practical planning view to see the bigger picture in life. “Art is about context, and the reason why art is in our museums is because it resonates with a moment in time.” — Breck Kling About Breck Kling: Breck is an Acquisitions and Collection Management Specialist and Fine Art Consultant that has been with Heather James Fine Art since 2017. He spends his time between Palm Beach Florida and Jackson Hole Wyoming. First introduced to HJFA as a collector, Breck’s collection includes works by Robert Rauschenberg, Chuck Close, Takashi Murakami, Yoshimoto Nara, and Dana Schutz. He was a longtime board member of the, and was an advisor to the first in Basel, CH, in 2005. Breck has sat on the board of his family’s foundation () for over 25 years and he is also a co-founder and a trustee of , a network for entrepreneurs based in Jackson Hole. Breck’s passions are art and meeting new people. He spends the majority of his time meeting new collectors and helping clients navigate collecting decisions . Breck’s perspective as a collector and decades of experience in the artworld offers his clients unique insights at any stage in their collecting process. Breck has also assisted collectors in selling works by Claude Monet, Jackson Pollock, Pat Steir, Andy Warhol, Willam de Kooning, Louise Bourgeois, Robert Motherwell, Yayoi Kusama, Takashi Murakami, James Rosenquist, Alexander Calder, and Zao Wou-Ki among others. Breck spends winters in Palm Beach and enjoys time with his two kids, golf and recently discovered pickle ball. Connect with Breck Kling: LinkedIn: Website: Connect with : Phone: 248-645-1520 Website: Email: [email protected] Twitter: /episode/index/show/dayinacanoe/id/28490321

Chris Hessler: Business, Entrepreneurship and… Brain Cancer? 09/08/2023

Mykolas Rambus: Privacy in the Digital Age 07/14/2023

Mykolas Rambus: Privacy in the Digital Age In this episode, Nathan and Mykolas discuss: Protecting your personal data and privacy in an ever-increasing digital world The existing cybersecurity landscape and the threats, scams, and modes of protection you need to be on the lookout for Action that is being taken to protect children and adults from the threats of social media at the local, state, and federal level The growing role artificial intelligence today and how it will impact our world from a business and economic standpoint Key Takeaways: One out of seventeen Americans have had their identity stolen and one out of four Americans are harassed, stalked, or otherwise intimidated online at some point in their life. Taking the time to run a diagnostic on your individual and family’s online presence is a best practice to stay safe. Legislation does not move as fast as new technology does. Waiting for laws and regulations to be put in place by the government to protect individuals and families is not as realistic. Solutions will likely lie in the hands of private enterprise and individuals to act against cyber threats. Right now, it is increasingly challenging for people to differentiate what is real and what is fake in the online world. AI will significantly impact that trend in this new era of technology, staying informed and aware of what is real and what has been manufactured by technology and bad actors is key. “Be ethically non-negotiable in business. There are plenty of shortcuts that can be had in business, whether it’s in hiring, whether it’s firing, restructurings, dealing with clients; all of those things exist and I have never found it advantageous to even think about the shortcuts because the right way is almost always the best way to build a business.” — Mykolas Rambus About Mykolas Rambus: Mykolas Rambus is a data and technology leader from Detroit, with a passion for great teams, new ventures, and doing the improbable. Mykolas is Co-founder and CEO of Hush, a new service dedicated to helping families take back control of their financial, physical, and reputation security. Previously, Mykolas was General Manager of Equifax’s marketing services division, a business unit engaged with thousands of clients ranging from Fortune 25 to SMB’s, providing IXI data exchange, digital, and highly regulated credit marketing data and insights. He is a frequent commentator on data and technology, has presented at numerous conferences, and been interviewed by CNBC, CNN, BBC, Bloomberg, Financial Times, Thomson Reuters, the New York Times and more. Mykolas studied at the Massachusetts Institute of Technology, where he concentrated his undergraduate studies on Operations Research, Information Technology, and Urban Studies and Planning. Connect with Mykolas Rambus: Website: Hush: LinkedIn: Connect with : Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009 /episode/index/show/dayinacanoe/id/27468183

Desirée Bombenon: The Power of Purpose 06/23/2023

Desirée Bombenon: The Power of Purpose In this episode, Nathan and Desirée discuss: How mentorship at an early age can unlock young people’s potential Leveraging the education you get in all areas of life, not just within the classroom The benefits of having a purpose-driven company and social enterprise, going beyond business How to attract and retain young talent within your organization through a defined purpose-driven approach The intention behind money - how does it become the support system of your values and impact on the world Key Takeaways: One’s childhood is pivotal, it has the potential to determine how a person’s growth journey will unfold. It is a time when people may meet a teacher, a coach, or a mentor that ignites that spark for them to go on to do great things. McKinsey's research says that 70% of people say that they define their purpose through their work. People are now associating their personal brand with their place of work and the career they have. Having a purpose-driven company that’s focused on initiatives such as corporate social responsibility and sustainable practices will not only attract and retain talented recruits, they will also attract investors. The purpose of money isn’t just to make more. The money that we earn allows us to leave the world a better place. Money enables us to leave a legacy that helps the world and gives back to others. "It's really important to understand that these days in order to attract and retain young talent, you have to have some type of purpose behind what you do. " — Desirée Bombenon About Desirée Bombenon: Desirée Bombenon is the CEO and Chief Disruption officer of SureCall Contact Centers Ltd. She has over 30 years of business operational experience and strategic leadership. Awarded RBC’s Women’s Entrepreneur for 2020, Ernst & Young 2019 Entrepreneur of the year for the Prairies in Communication Technology, she is a bold innovator, futurist, and purpose-driven leader. Her portfolio includes business strategy, social enterprise, and culture building. Desirée was named WXN Canada’s Top 100 Most Powerful Women for 2020, 2017, & 2016. She is an active member of a number of organizations including YPO and International Women’s Forum and has chaired several industry boards and focus groups. Connect with Desirée Bombenon: Twitter: Website: LinkedIn: Connect with Nathan Mersereau: Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S 310 Birmingham009 Show notes by Podcastologist: Justine Talla Audio production by You're the expert. Your podcast will prove it. /episode/index/show/dayinacanoe/id/27241692

022 Ian Muir: Building Trust, Embracing Growth, and Fostering Resilience 06/01/2023

022 Ian Muir: Building Trust, Embracing Growth, and Fostering Resilience In this episode, Nathan and Ian discuss: Discovering essential qualities of effective leadership in any economic climate. Identifying your boundaries and learning the importance of seeking expert insight. Grasping the crucial role of trust-building and valuing connections in your professional life. Cultivating a team-competitive mindset and learning from past errors. Comprehending the importance of seeking balance and incorporating diverse perspectives. Key Takeaways: Master the art of cultivating trust with clients and fellow team members. Delve into the search for harmony in business, sensory input, and personal well-being. Embrace the power of team competition as a springboard for collective achievement. Find ways to remain grounded and steadfast in the face of societal division. Learn why consistent leadership is pivotal in tackling unpredictable challenges. “You want to be the person that the most talented people in the business, not just in your company, want to work for.” - Ian Muir About Ian Muir Ian Muir is a seasoned financial professional who has spent more than three decades navigating the complex world of global finance. Ian's diverse background, including his Scottish and English heritage and his degree in English literature, has helped shape his approach to leadership and problem-solving. Currently serving as Senior Vice President and Managing Director of Advisor Services, Trading, and Operations at Charles Schwab, Ian has previously held multiple roles at Bank of America Merrill Lynch. His wealth of experience and unique viewpoints make him an engaging and insightful guest as he shares his thoughts on the importance of embracing balance and diverse perspectives. Connect with Ian Muir: Website: LinkedIn: Twitter: Connect with Nathan Mersereau: Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S 310 Show notes by Podcastologist: Chelsea Taylor-Sturkie Audio production by You're the expert. Your podcast will prove it. /episode/index/show/dayinacanoe/id/27004032

021 Cyrus Sigari: To Adventure and Fellowship 03/31/2023

021 Cyrus Sigari: To Adventure and Fellowship In this episode, Nathan and Cyrus discuss: The importance of mobility in our lives The possibility of flying cars in the near future Hurdles to advancement in the mobility space Making your entrepreneurial journey an adventure Key Takeaways: Not many are aware of how pivotal mobility is in our lives today. Improving systems of delivery could literally save lives. An example of this is using mobility for blood delivery to remote locations. Flying cars have always been conceptualized as the mobility of the future and right now, close to 600 companies are developing their own version. It will not be too far into the future until we have many working models. The biggest hurdle to drone delivery and functional flying cars in the modern age isn’t the lack of technological advancement, but the lack of certification and permission from aerial authorities. Airspace is dangerous, so safety should be the number one priority for companies developing their technologies. Life is all about going on meaningful adventures with the people you enjoy spending time with. Going on adventures can mean taking risks and pursuing a path less traveled. Incorporate this mindset in your business to have a fulfilling journey towards success. "Go on meaningful adventures… and do it with people you enjoy spending time with." — Cyrus Sigari About Cyrus Sigari: Sigari is Co-founder and Managing Partner of UP.Partners, a venture capital firm supporting companies that are creating technologies that help move people and goods cleaner, faster, safer and at lower cost - on the ground, air, sea, and space. Connect with Cyrus Sigari: Website: LinkedIn: Connect with Nathan Mersereau: Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009 Show notes by Podcastologist: Justine Talla Audio production by You're the expert. Your podcast will prove it. /episode/index/show/dayinacanoe/id/26395821

020 Daniel Russell, Sr.: The Power of Connection 03/08/2023

019 Rod Meloni: Perseverance Matters 02/06/2023

019 Rod Meloni: Perseverance Matters In this episode, Nathan and Rod discuss: Qualities needed for excellent reporting Being right versus being first Helping people understand personal finance Realizing it’s not about what happens to you, it’s about how you respond Key Takeaways: Curiosity, a willingness to listen and perseverance are characteristics of a great reporter. You can never underestimate the importance of listening. Know the role that you're in, know what you're great at, know what energizes you, know how to manage your time and effectiveness, and do the thing that you love. Speed isn’t always good. It’s better to be right than to be first. However, if you want to be the best, then strive to be right and be first. Whoever you are and whatever you choose to do in life, you will face adversity. Embracing adversity and persevering through it is what brings growth in character and in skill. "You have to have perseverance. Even if things start going south on you, or you're not finding what you're looking for, you keep looking, you keep pressing, you keep going…" — Rod Meloni About Rod Meloni: Rod Meloni is an Emmy Award-winning Business Editor on Local 4 News and Certified Financial Planner™ Professional. Rod joined WDIV-TV News in October 1995 and has become an expert in bankruptcy and business and municipal turnaround efforts after spending years leading Local 4's coverage of the automotive industry meltdown and the financial difficulties of the City of Detroit and Wayne County. As Business Editor he has also won the International Wheel Award for excellence in Automotive Journalism. One of his goals was to be able to explain business and personal finance authoritatively to anyone. To that end, he became the first ever working journalist in the nation to pass the extremely difficult Certified Financial Planner™ Professional exam and then go on to attain Certified Financial Planner™ status. Rod is a board member of the Automotive Press Association in Detroit and also sits on the Board of the Oakland University Center for Business Excellence. Connect with Rod Meloni: Twitter: LinkedIn: Connect with Nathan Mersereau: Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009 Show notes by Podcastologist: Justine Talla Audio production by You're the expert. Your podcast will prove it. /episode/index/show/dayinacanoe/id/25844535

018 Karen Hayward: Leadership with Empathy 11/30/2022

018 Karen Hayward: Leadership with Empathy In this episode, Nathan and Karen discuss: How the marketing landscape has become complex Why empathy is critical as a leader Finding a mentor and looking for personal growth opportunities The importance of dreaming big Key Takeaways: Marketing has evolved and companies have complex problems that need specialized solutions. Find an expert that can help you solve your specific marketing problem and take action. Lead by example. Don’t ask anyone to do anything you wouldn’t do. Lean on your empathic ability. Make an effort to really understand the other person and walk in their shoes. As a leader, you must find the balance between driving performance and displaying empathy in your team. Be consistent and communicate consequences, both negative and positive. Find a mentor and look for opportunities to advance your career and mission. "Dream big - and then when you thought you've dreamed as big as possible, dream bigger." — Karen Hayward About Karen Hayward: Karen Hayward is an author, international speaker, and a Managing Partner and CMO with Chief Outsiders, where she is responsible for building and supporting a team of world-class marketers. Located in the San Francisco Bay Area, Karen matches mid-market CEOs and Private Equity Portfolio managers with the best-fit Chief Marketing Officers to help accelerate top line growth. Her book “Stop Random Acts of Marketing” takes the learnings from her previous experience as a VP in both Sales and Marketing and shows mid-market CEOs how to build a strategic growth plan in the digital age to deliver compelling ROI. Check out Karen’s Book: Connect with Karen Hayward: Twitter: Website: LinkedIn: Connect with Nathan Mersereau: Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009 Show notes by Podcastologist: Justine Talla Audio production by You're the expert. Your podcast will prove it.   /episode/index/show/dayinacanoe/id/25175460

017 Bob Krause: Never Give Up 08/31/2022

016 Stephen Koch: Pursue Your Passion 08/03/2022

016 Stephen Koch: Pursue Your Passion In this episode, Nathan and Stephen discuss: Investing time into your passion Stepping out of your comfort zone Being unafraid of failure Listening to fear Key Takeaways: Consider activities that you are passionate about or put you in a flow state. Spending more of your time doing these things will propel you to a more satisfying or meaningful life. The best way to grow in any area is to step out of your comfort zone and move forward despite hardships or hindrances. Don’t be paralyzed by the fear of failure. Give yourself the space to fail and to learn and grow from it. Keep trying until you get it right. Fear could be your friend. Listening to your fear’s advice has the potential to benefit you but you have to be able to tell if your fear is helping you or holding you back from living your best life. "Following my heart, following my bliss. What am I moved to do? Saying yes to opportunities. Saying yes to the instinct. There were times that it got me in trouble but I survived it and I was able to learn and grow from it. Not being paralyzed by failure, not letting failure or the fear of not succeeding stop me. That really allowed me to do unprecedented things and step into the role of being a pioneer." — Stephen Koch About Stephen Koch: Stephen Koch’s career as a pioneering snowboard mountaineer, professional athlete and mountain guide led to over 50 first ascents and descents on the world’s highest and most challenging mountains where he made calculated decisions with a high level of uncertainty in the face of extreme danger. He generally chose well, but occasionally not. It is in the “not” where the gold lies. As a thought leader and keynote speaker, Koch analyzes the world of high-stakes decision-making and failure, sharing the gold that has resulted from tragedy as he connects with audiences. He inspires organizations and teams through customized presentations with stories and lessons learned from two decades of climbing and snowboarding unprecedented new routes from around the world. Connect with Stephen Koch: Website: Email: Connect with Nathan Mersereau: Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009 Show notes by Podcastologist: Justine Talla Audio production by You're the expert. Your podcast will prove it. /episode/index/show/dayinacanoe/id/23921178

015 Alison Marckstadt: Creating Family Money Conversations 07/20/2022

015 Alison Marckstadt: Creating Family Money Conversations In this episode, Nathan and Alison discuss: The importance of constructive communication within families Why inheritors need to understand family decisions The differences between a single-family and multi-family office The challenges and opportunities within family wealth succession Key Takeaways: It is critical for inheritors to understand why decisions were made in order for them to become responsible stewards of wealth. If you’re looking for a CEO successor within a business, generally, there is a job description and a track record that you’re considering for any candidate that comes in the door. It should be the same for family members. Don’t assume communication has occurred, have a plan, ask for feedback, and set expectations that open dialogue is an ongoing process. How Succession Advisors created an educational platform of wealth succession resources to meet needs of individuals and families. "Creating a roadmap in a succession plan is critical. " — Alison Marckstadt About Alison Marckstadt: Alison Marckstadt is co-founder of Succession Advisors and has over 15 years of experience in private equity and family office, supporting successful entrepreneurs and investors alike. Most recently, she was a Vice President and Client Relations expert at Caprock, a multi-family office, SEC-registered investment advisory firm focused on developing and advising on customized wealth strategies for individuals and families. Previously, Alison worked for Tom Barrack the Founder/Chairman/CEO of Colony Capital, Inc, where she provided day to day oversight and management of the various aspects of his public and private businesses, in addition to being a Lead for his Family Office team. Prior to Colony Capital, Alison was at Leonard Green & Partners, a leading Private Equity firm based in Los Angeles who primarily focuses on companies providing services, including consumer, business, and healthcare services, as well as retail, distribution, and industrials; and formerly as the Chief of Staff for Marty Geller of Geller & Company a firm that provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations, located in New York City. Alison graduated from Vassar College with a B.A. in Philosophy and Chemistry and obtained her Series 65 license, known as the Uniform Investment Adviser Law Examination, in 2019. Connect with Alison Marckstadt: Website: Email: [email protected] Linked In: Connect with Nathan Mersereau: Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009 Show notes by Podcastologist: Justine Talla Audio production by You're the expert. Your podcast will prove it.   /episode/index/show/dayinacanoe/id/23799035

Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

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