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.
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Exploring Human-to-AI Conversations with Kwindla Hultman Kramer of Daily
09/08/2025
Exploring Human-to-AI Conversations with Kwindla Hultman Kramer of Daily
We’re joined by Kwindla Hultman Kramer, CEO and Co-Founder of Daily. Kwin shares how his career has been shaped by a love for technology and building real-time communication platforms. He reflects on lessons learned from entrepreneurship, the opportunities and challenges presented by AI, and his perspective on balancing optimism with realism as the future unfolds. Key Takeaways: 00:00 Introduction. 01:40 Kwindla was inspired by his parents to pursue real-time video. 03:35 Daily began in 2015 to simplify real-time video and audio. 07:35 LLMs offer benefits but will drive major economic shifts. 09:07 AI-generated content and voice cloning pose new risks to trust and security. 11:51 Selling to big companies requires learning through experience. 14:05 Startups need bold vision and flexibility as markets evolve. 16:19 True wealth is family, health, and the privilege of meaningful work. 18:35 Daily is adapting its tools to support LLMs like human communication. Resources Mentioned: Kwindla Hultman Kramer https://www.linkedin.com/in/kwkramer/ Daily | LinkedIn https://www.linkedin.com/company/dailyco/ Daily | Website https://www.daily.co/ MIT Media Lab https://www.media.mit.edu/ 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 www.planningalt.com 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. #Technology #AI #VideoTechnology #Telehealth #Innovation
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One Plus One Equals Four: The Power of Partnership With Lindsay Droz and Kristi Lord of L’AVANT Collective
08/25/2025
One Plus One Equals Four: The Power of Partnership With Lindsay Droz and Kristi Lord of L’AVANT Collective
We sit down with Lindsay Droz and Kristi Lord, Co-Founders of L'AVANT Collective, a company redefining luxury in the natural cleaning space. They share how personal motivation, health concerns, and a commitment to aesthetics sparked the creation of their brand. From balancing entrepreneurial grit with family life to championing collaboration among female founders, Lindsay and Kristi guide us through the origins of L'AVANT Collective, lessons from partnership, and what true fulfillment looks like in business and life. Key Takeaways: 00:00 Introduction 01:42 L'AVANT is born from a desire to build something purposeful. 04:21 Launched in 2021 with help from Shopify and independent partners. 07:36 Customer love fuels them; a strong co-founder softens the lows. 10:31 Strong partnerships start with self-awareness and complementary skills. 12:16 One plus one equals four; partnerships thrive by complementing each other. 14:33 Female founders grow by collaborating and lifting each other up. 16:15 For women, the mental load at home remains; true balance doesn’t exist. 18:53 Discomfort drives growth — and that’s what fuels happiness. Resources Mentioned: https://www.linkedin.com/in/lindsaydroz/ https://www.linkedin.com/in/kristilord/ https://lavantcollective.com/ https://www.shopify.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 www.planningalt.com 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. #Entrepreneurship #FemaleLeaders #CleanBeauty #FounderStory #WomenInBusiness
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The High Cost of Hustle, and the Healing That Followed with Kateri Karp of CEO Coaching International
08/11/2025
The High Cost of Hustle, and the Healing That Followed with Kateri Karp of CEO Coaching International
Kateri Karp, Director of Marketing and Communications at CEO Coaching International, joins us to explore her extraordinary personal and professional journey. From a fast-paced media career in New York to surviving multiple rounds of cancer — including emergency brain surgery — Kateri shares how she finds meaning, resilience, and gratitude in every stage of life. She also discusses the importance of open conversations about money, the value of supportive relationships, and how a major health crisis shifted her outlook on success, work, and true wealth. Key Takeaways: (02:15) “The Devil Wears Prada” sparks Kateri’s “Glamour” magazine dream. (03:48) Thyroid cancer spreads to both lungs just before a planned move to LA. (05:38) Unusual symptoms show the danger of vague reassurances. (07:47) Devastating news prompts an urgent call for mental health support. (09:28) Brain surgery brings deep gratitude after years of silent struggle. (12:22) Past setbacks build resilience for life’s biggest challenges. (14:09) Inner strength turns despair into determination within hours. (16:07) Curiosity about money fuels a belief in open financial conversations. Resources Mentioned: https://www.linkedin.com/in/kateri-karp-a1888011/ |LinkedIn https://www.linkedin.com/company/ceo-coaching-international/ |Website https://ceocoachinginternational.com/ ’s | Website https://www.iwillteachyoutoberich.com/ “” – Netflix https://www.netflix.com/ph-en/title/81410436 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 www.planningalt.com 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. #Resilience #CancerSurvivor #MentalHealthAwareness #CareerJourney #HealthIsWealth #PersonalGrowth
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How a NASA Scientist Found Fulfillment in Children’s Books with Kathryn Clark of the University of Michigan
07/28/2025
How a NASA Scientist Found Fulfillment in Children’s Books with Kathryn Clark of the University of Michigan
Adjunct Associate Research Scientist in the Department of Aerospace Engineering of the reflects on her extraordinary journey through NASA, academia, and now children’s literature. She shares stories of launching science experiments on the space shuttle, landing an F-18 on an aircraft carrier, and inspiring the next generation through her books. Kathryn’s career path is anything but linear. It’s marked by bold moves, unexpected opportunities, and a deep passion for space and education. Key Takeaways: (02:22) Space shuttle launches and celebrity visits marked her early NASA years. (03:18) Flying on the KC-135 “Vomit Comet” was both challenging and exhilarating. (07:56) The youngest researcher to send pregnant rats into space. (11:37) Astronauts' faces puff up in space due to fluid shifts and lack of gravity. (14:10) NASA tracks thousands of space debris pieces larger than a fist. (15:32) A joke for her nephews grew into science-themed children’s books. (18:08) True wealth is the freedom to share your passion without pressure. (20:06) Sneezing in space shows kids how physics works — with a laugh. Resources Mentioned: Auntie KC email: [email protected] 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 www.planningalt.com 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. #SpaceExploration #NASA #AerospaceEngineering #AstronautLife #KidsInSTEM
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From Spy Missions to Strategy Labs: Designing With Intention with Janet T. Planet of INTERPLANETARY INC
07/14/2025
From Spy Missions to Strategy Labs: Designing With Intention with Janet T. Planet of INTERPLANETARY INC
We sit down with , Principal and Founder of ., to explore the powerful connection between personal creativity and professional innovation. From opera stages and fashion runways to global consulting and experience design, Janet’s journey is anything but ordinary. She shares how embracing curiosity, honoring constraints, and rewriting internal “shoulds” can unlock deeper purpose. Key Takeaways: (02:03) Janet begins in opera, then pivots to engineering and fashion. (04:25) “No bad ideas” gives way to focused creativity through constraints. (06:04) Virgin Voyages was created to attract people who avoid cruises. (08:29) Directed journaling reveals purpose through repeated daily questions. (10:00) Repeating prompts peel back the “shoulds” and reveal deeper truths. (11:30) A playful name becomes a reminder to others not to take life too seriously. (13:24) Spy Day kicked off as an immersive London adventure with custom roles. (15:11) Innovation begins by mapping needs across the ecosystem. Resources Mentioned: INTERPLANETARY INC website Virgin Voyages Nestlé Queen’s University UFT Opera School British Museum 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. #Innovation #Creativity #DesignThinking #HumanCenteredDesign #ExperienceDesign
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The Power of Storytelling, Spaces, and Spark with Graham Veysey of Aspen Ideas Festival
06/30/2025
The Power of Storytelling, Spaces, and Spark with Graham Veysey of Aspen Ideas Festival
, Executive Director and Producer of Aspen Ideas Festival, joins us to explore the value of building community and designing meaningful experiences. As a serial entrepreneur, Graham brings a multidisciplinary mindset to leadership and neighborhood development. He reflects on life lessons from public service, creative partnerships with his wife, and cultivating spaces where connection thrives. Key Takeaways: (01:49) Graham chases the energy, and now leads the Aspen Ideas Festival. (05:14) Chasing energy means turning meaningful ideas into tangible outcomes. (09:50) Shared stories spark connections and build grassroots communities. (12:22) Working with his wife adds balance, precision, and design thinking. (13:56) A casual suggestion led to a standout bamboo art installation at the festival. (16:06) A bold congressional run hinged on splitting the vote and outsider appeal. (18:00) Graham returned to Cleveland seeking deeper roots. (21:54) Fulfillment is raising happy, healthy kids and deepening family connection. Resources Mentioned: https://www.linkedin.com/in/grahamveysey/ | Website https://grahamandfisk.com/ https://www.aspenideas.org/ https://www.pih.org/ http://IDEO.org https://risingstarcoffee.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. #Leadership #CommunityBuilding #DesignThinking #Entrepreneurship #Fulfillment
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Aligning Purpose and Profit in Climate Action with Matt Ward of 4WARD
06/16/2025
Aligning Purpose and Profit in Climate Action with Matt Ward of 4WARD
We’re joined by , Founder and CEO of , a global platform connecting climate and sustainability innovators across industries. Matt shares his entrepreneurial journey from e-commerce ventures and manufacturing to purpose-driven work focused on building networks that accelerate climate solutions. He explains how his drive for impact led to creating 4WARD.earth, a platform that fosters collaboration between startups, investors, researchers, and corporates across 60+ cities. Through this work, Matt challenges conventional thinking around consumption, fulfillment, and the role of community in solving big environmental challenges. Key Takeaways: (01:34) How Matt left engineering for entrepreneurship after rejecting corporate life. (04:07) Entrepreneurship isn’t for everyone. Follow advice from those ahead of you. (08:01) How climate failure and global crisis drive 4WARD’s mission. (10:48) Community grows form local to global through shared purpose. (14:18) Reusing and shared ownership reduce waste more effectively than recycling alone. (17:22) Repurposed EV batteries offer a practical alternative for energy storage. (19:29) 4WARD connects sectors to cut carbon and boost impact. Resources Mentioned: 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. #Sustainability #ClimateAction #Entrepreneurship #PurposeDriven #CleanTech
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Creating Safe Spaces for Mental Health Conversations with Jason Reid of National Services Group, Inc.
05/26/2025
Creating Safe Spaces for Mental Health Conversations with Jason Reid of National Services Group, Inc.
Our host Nathan Mersereau sits down with , Co-Founder of , to discuss his journey into mental health advocacy following the loss of his son. Jason shares how this tragedy led him to create tools and programs to support families, schools, and companies in opening meaningful conversations around mental health. Jason explains how parents can take more ownership of their children’s mental wellness and how listening, without trying to fix anything, is the first step toward helping those in crisis. Key Takeaways: (02:18) Jason shares the story behind the creation of Tell My Story after losing his son Ryan. (06:44) Mental illness is often invisible — comparable to any other disease. (09:34) We can’t fix mental health struggles; we can only be present and listen. (13:37) People in crisis seek a lifeline, not solutions. (15:23) The weight of the world — news, climate, conflict — affects children more than we realize. (16:32) A simple card deck sparks meaningful parent-child conversations. (17:26) Music becomes a non-threatening way to open emotional dialogue. (20:12) Stronger family connections are a surprising outcome of shared grief. Resources Mentioned: https://www.linkedin.com/in/jasonrreid/ https://www.linkedin.com/company/national-services-group-inc./ https://www.tellmystory.org https://tellmystory.org/our-programs/what-i-wish-my-parents-knew/ https://www.youtube.com/watch?v=p24x5mIIMeQ https://www.upliftatwork.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. #MentalHealthAwareness #SuicidePrevention #MentalHealthMatters #ParentingSupport #EmotionalWellbeing
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How Near-Death Experiences Shaped a Life of Service with Jim Walberg of Compass
05/12/2025
How Near-Death Experiences Shaped a Life of Service with Jim Walberg of Compass
On this episode, we’re joined by , Realtor at , who shares his profound insights on wealth, purpose, and the power of service. Jim's story is marked by transformative health experiences, a commitment to being of service, and a unique perspective on what true wealth means. Key Takeaways: (02:30) Jim reflects on his early career and the shift from employee benefits to real estate. (03:29) A life-changing prostate cancer diagnosis at 53 reshaped Jim’s outlook. (06:07) Jim recounts his near-death experience during surgery and the message he received. (07:43) The importance of being present and listening to understand rather than interrupt. (08:51) Jim approaches real estate as a way to serve families during pivotal financial decisions. (14:17) The concept of ‘enough’ and resisting the pressure to accumulate wealth. (16:24) Family trust planning and creating meaningful experiences over leaving wealth. (19:04) Overcoming recent health challenges and recommitting to his purpose. Resources Mentioned: Jim Walberg Compass “Die With Zero” by Bill Perkins “Wealth in Families” by Charles W. Collier 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 #FamilyWealthManagement #Work-LifeBalance
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Rethinking Aging: Healthspan Over Lifespan with Jennifer Garrison of Buck Institute
04/28/2025
Rethinking Aging: Healthspan Over Lifespan with Jennifer Garrison of Buck Institute
We’re joined by Jennifer Garrison, Assistant Professor at Buck Institute for Research on Aging and Co-Founder and Director of the Global Consortium for Reproductive Longevity and Equality. Jennifer shares her insights on aging, healthspan, and the critical differences between male and female reproductive aging. She discusses how understanding biological aging can help improve long-term health and quality of life. Key Takeaways: (02:10) How Jennifer’s career led her to the study of aging. (03:49) The brain is the last frontier in biology. (07:41) The hypothalamus is one of the hotspots for age-related inflammation. (10:34) The difference between lifespan and healthspan. (13:09) The pillars of effective healthspan planning. (16:33) How reproductive aging differs between men and women. (18:40) Why ovarian aging is key to women’s long-term health. (21:24) Proactively addressing shifts in health can lead to better aging outcomes. Resources Mentioned: Jennifer Garrison Buck Institute for Research on Aging | LinkedIn Buck Institute for Research on Aging | Website Global Consortium for Reproductive Longevity and Equality 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 www.planningalt.com 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
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Letting Go of the Spotlight To Embrace Mentorship with Chris Stakich of CEO Coaching International
04/14/2025
Letting Go of the Spotlight To Embrace Mentorship with Chris Stakich of CEO Coaching International
We’re joined by Chris Stakich, Chief Community Officer at CEO Coaching International. Chris shares how his global career and deep-rooted family values shape his outlook on leadership, contribution, and fulfillment. He explores the shift from individual achievement to mentorship, the lessons learned from parenting and coaching, and the moments that define true wealth. From ski chairlift conversations with his sons to coaching youth football, Chris reflects on fully embracing life and giving back in meaningful, energizing ways. Key Takeaways: (02:12) Gaining perspective while studying abroad in Australia. (05:41) The cost of over-optimization in American culture. (07:36) Life stages shift us from doers to mentors. (09:28) Family connection grows through intentional questions and shared time. (11:45) Sacred family dinners build stronger future adults. (14:54) Valuing time as the highest form of giving. (15:50) Coaching boys to be strong, kind young men. (17:43) Teaching kids life’s foundational skills. Resources Mentioned: Chris Stakich CEO Coaching International | LinkedIn CEO Coaching International | Website “From Strength to Strength” by Arthur Brooks 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 www.planningalt.com 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 #FamilyWealthManagement #Work-LifeBalance #ExecutiveCoaching
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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
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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
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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
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Crafting Artful Stories in Metal with Chrissy Glenn, Metal Sculptress
02/17/2025
Crafting Artful Stories in Metal with Chrissy Glenn, Metal Sculptress
Chrissy Glenn, Metal Sculptress, shares her journey from gallery curator to becoming a full-time artist working with metal. Inspired by nature and her apprenticeship with Val Bertoia, Chrissy explains how she found her passion for handmade metalwork and transformed it into wearable art. Key Takeaways: (01:40) Artistic ideas are sparked by immersion in natural environments. (03:34) Designing functional yet aesthetic connectors posed a significant challenge to Chrissy. (06:48) Exposure to oxyacetylene torches encouraged exploration of metal sculpting. (08:31) Meeting other artists can fuel creativity and deepen art appreciation. (11:44) The West’s unique culture encouraged Chrissy’s exploration of wearable metal art. (14:25) Taking small steps toward your passion can open doors. Resources Mentioned: - https://www.chrissyglenn.com/ - https://www.instagram.com/chrissyglennsculptress/ - https://westerndesignconference.com/ - https://www.kutztown.edu/ - https://www.instagram.com/explore/locations/168085056602541/val-bertoia-studio/ 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. #Personal Growth #Entrepreneurship Insights #Business Strategy
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Embracing Emotional Generosity with Shasheen Shah of Coherent Strategies LLC
02/03/2025
Embracing Emotional Generosity with Shasheen Shah of Coherent Strategies LLC
In this episode, , CEO of Coherent Strategies LLC, delves into the journey of aligning success with personal fulfillment. Shasheen discusses the importance of emotional generosity, the power of true human connection, and his approach to redefining wealth beyond financial measures. He also shares his insights on breaking free from distractions to find clarity and purpose. Key Takeaways: (04:16) Shasheen’s journey reveals that understanding people is the real challenge. (06:54) True growth often requires breaking free from distractions and facing inner challenges. (09:45) Freedom is found by looking inward, viewing life as a mirror for self-discovery. (11:41) Our external world often reflects internal beliefs shaped early in life. (13:32) Traits driving success can also limit fulfillment, creating a cycle that’s hard to break. (15:18) Effective leadership requires versatility, not just reliance on one tool. (16:49) Growth often requires honest feedback and self-reflection. (18:13) Facing uncomfortable truths about oneself demands real courage. (20:11) True wealth is found in daily connections and being present with others. Resources Mentioned: Shasheen Shah - Coherent Strategies LLC - 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 www.planningalt.com 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
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Crafting a Life by Design with c of Ellie Thompson & Co Jewelry
01/20/2025
Crafting a Life by Design with c of Ellie Thompson & Co Jewelry
Ellie Thompson, a renowned jewelry designer and business owner, shares her journey from working as a teenage shop girl to founding her jewelry shop, Ellie Thompson & Co. Ellie discusses the importance of balancing creativity and entrepreneurship, and how designing jewelry with personal meaning aligns with her purpose. Key Takeaways: (01:31) Ellie’s journey from shop girl to entrepreneur. (02:37) Balancing creative freedom with business operations. (03:49) The importance of designing your life before your business. (05:27) Four pivotal moments shaped Ellie’s journey and jewelry style. (09:11) Embracing serendipity as a part of personal and professional growth. (10:57) Finding purpose in everyday positive connections. (13:30) Personal connections and color evoke memories. (14:41) Auctions blend competition, value, and personal connection. (16:28) Embracing new work, travel, and holiday community events. Resources Mentioned: Ellie Thompson - Thompson & Co. | LinkedIn - Ellie Thompson & Co. | Website - Western Art Week - 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 www.planningalt.com 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. #CreativeJourney #TextileDesign #InspiredByNature #CreativeProcess #WomenInArt
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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
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Inspiration From Nature to Fashion with Elyse Allen of Elyse Allen Textiles
12/16/2024
Inspiration From Nature to Fashion with Elyse Allen of Elyse Allen Textiles
In this conversation, we’re joined by , Owner of . Elyse shares her creative journey from sculpture to textiles, her inspiration from nature, and the value of community and family support in pursuing a fulfilling life in the arts. Key Takeaways: (01:35) Building a cashmere business rooted in passion and organic inspiration. (03:43) An artistic family background nurtures a natural creative path. (06:55) The power of taking immersive creative retreats. (08:10) Exploring multiple art forms led to a lasting passion for textiles. (10:50) Experimentation, even with failures, sparks true creativity. (15:06) Support from trusted mentors builds confidence to pursue goals. (15:45) Building confidence through small, steady growth. Resources Mentioned: Elyse Allen - https://www.linkedin.com/in/elyse-allen-2919a214/ Elyse Allen Textiles - https://www.elyseallentextiles.com/ Haystack Mountain School of Crafts - https://www.haystack-mtn.org/ Coral and Tusk - https://coralandtusk.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 www.planningalt.com 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. #CreativeJourney #TextileDesign #InspiredByNature #CreativeProcess #WomenInArt
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Embracing Change After a Life in Medicine with Dr. Joseph Hunstad of HKB Cosmetic Surgery
12/09/2024
Embracing Change After a Life in Medicine with Dr. Joseph Hunstad of HKB Cosmetic Surgery
We’re joined by , Past President and Owner of HKB Cosmetic Surgery. Dr. Hunstad reflects on his journey from a leading plastic surgeon to embracing a fulfilling retirement. He shares the lessons learned throughout his career and the importance of planning for a meaningful life beyond work. Key Takeaways: (02:15) Finding a passion for plastic surgery in medical school. (05:41) The transition from a reconstructive to cosmetic-focused practice. (08:25) Importance of preparing for retirement with outside interests. (12:02) Overcoming the challenges of adjusting to post-retirement life. (15:45) How volunteering and giving back bring fulfillment. (18:33) Advice for young professionals on finding their calling. (21:10) Why having a sense of purpose is crucial for happiness. Resources Mentioned: - https://www.linkedin.com/in/joseph-hunstad-69970229/ - https://hkbsurgery.com/ - https://www.youtube.com/@JosephHunstad - https://www.theaestheticsociety.org 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.
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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
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The Power of Humility in Leadership with Denise Ilitch of Ilitch Enterprises, LLC
11/11/2024
The Power of Humility in Leadership with Denise Ilitch of Ilitch Enterprises, LLC
We’re joined by , President of Ilitch Enterprises, to explore her journey in business, leadership, and community impact. Denise shares insights from her upbringing in the entrepreneurial Ilitch family and reflects on her experiences building a legacy in Detroit. From the importance of calculated risks to maintaining a strong community focus, Denise’s wisdom offers a fresh perspective on balancing professional and personal priorities. Key Takeaways: (02:38) The story behind naming Little Caesars. (03:28) Denise worked closely with her father in the business. (05:24) The reasons behind the decision to franchise. (08:30) Learning the value of calculated risks. (12:18) The importance of giving back to the community. (16:15) Advice for facing adversity with resilience. (19:05) Keep work in perspective — it isn’t everything. Resources Mentioned: Denise Ilitch - https://www.linkedin.com/in/denise-ilitch-4013aa2a/ Little Caesars - https://littlecaesars.com/en-us/ University of Michigan - https://umich.edu/ The Skillman Foundation - https://www.skillman.org/ 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. #LeadershipJourney #CommunityImpact #CalculatedRisks #Entrepreneurship #LeadershipInsights
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Modernizing Classics with Jonathan Ward of ICON
10/31/2024
Modernizing Classics with Jonathan Ward of ICON
In this episode, host Nathan Mersereau speaks with , CEO of ICON4x4. Jonathan shares his journey from restoring vintage vehicles to building a thriving business that combines nostalgia with modern functionality. He discusses the challenges of balancing creativity with business demands and the importance of staying true to his vision. Key Takeaways: (06:31) Mr. Toyoda’s surprising visit to the shop. (10:13) The appeal of nostalgia in classic cars. (14:44) Balancing modern features with vintage design. (18:44) Culture and diversity as a driving force in growth. (22:12) Building a business rooted in craftsmanship. (25:50) Crafting humanity despite market pressures. Resources Mentioned: - https://www.linkedin.com/in/jonathan-ward-b3750353/ - https://www.icon4x4.com/about-icon/ - https://global.toyota/ - https://www.pendleton-usa.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. #VintageRestoration #IndustrialDesign #ClassicCars #AutomotiveCraftsmanship
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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
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Finding Meaning and Purpose in Your Wealth Journey with Julie Colwell of the Evolutionary Power Institute
09/25/2024
Finding Meaning and Purpose in Your Wealth Journey with Julie Colwell of the Evolutionary Power Institute
In this episode, , Psychologist, Founder, and Director of the , shares insights into redefining wealth beyond money. Julie discusses how energy, health and purpose play vital roles in living a fulfilled life. She emphasizes the importance of aligning personal energy with meaningful experiences, while also touching on the role of relationships and creativity in true wealth. Key Takeaways: (02:18) Money can be overemphasized, and it's easy to forget about other forms of energy. (02:45) We have a limited amount of energy, and how we invest it determines our return. (05:48) People often sacrifice their health to make money, but there should be a limit. (15:27) Without health, nothing else in your life can truly thrive. (16:48) Possibility makes life interesting and fun — it’s essential for long-term fulfillment. (18:30) Creativity allows you to access new ideas and possibilities that keep life exciting. (24:12) True wealth has nothing to do with money; it’s about meaning and purpose. Resources Mentioned: - - - https://hendricks.com/ Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. 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. #FinancialPlanning #PersonalGrowth #Work-LifeBalance
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Day in a Canoe – Kathy Wiseman: Understanding Family Systems
01/10/2024
Day in a Canoe – Kathy Wiseman: Understanding Family Systems
In this episode, Nathan and Kathy discuss: What family systems are and how they operate Tools to reflect inward and examine your own operating system along with your family system The correlations between you and the generational systems you inherited The emotional attachments to success and money and the role those topics play in family systems Key Takeaways: Addressing what you and your family have inherited emotionally over generations and what you want to do about it often leads to wonderful discussions and a way to talk about what is most important to you all as a unit. Giving yourself time to think about what is important to you to speak for yourself in family conversations is the best way to gain confidence and feel like each family member is heard Curiosity is the biggest motivator in taking action and starting these conversations with your family. “Being yourself with people you are sensitive to, can be magic.” — Kathy Wiseman. About Kathy Wiseman: Kathy Wiseman is the Founder of Working Systems Inc and Partner at Navigating Systems, the Brown Center for the Study of Family. Kathy’s interest and expertise are in assisting family members, family executives, and legal and financial professionals in applying family systems theory to the challenges in their professional and personal lives. Her focus is on making available the groundbreaking research of Dr. Murray Bowen to the professionals who serve business families and organizations. She works with motivated leaders to think systems and increase their capacity to manage themselves in times of change. Connect with Kathy Wiseman: LinkedIn: Website: Connect with : Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009
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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
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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:
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Chris Hessler: Business, Entrepreneurship and… Brain Cancer?
09/08/2023
Chris Hessler: Business, Entrepreneurship and… Brain Cancer?
In this episode, Nathan and Chris discuss: The beauty of the entrepreneurial journey and knowing when to enter and exit an opportunity in the world of business Emphasizing business development and customer acquisition as key drivers in your organization’s growth and success The power of choice and taking action when things don’t pan out the way you thought they would Resiliency in the face of the toughest challenges life and business can throw your way Key Takeaways: If you have the entrepreneurial itch, particularly at a young age, follow it. Find your niche, discover what makes you invaluable at a company and make it known. Slow down, stop and smell the roses, and spend time with the people you love most; you never know what curveballs life has to offer. “If you’re going to fail, fail fast. Don’t spend millions of dollars to fail, spend hundreds of thousands.” — Chris Hessler About Chris Hessler: Chris Hessler is a serial entrepreneur, with multiple successful exits, who has launched 12 Advisory Boards throughout his career (mostly because he needed talent/experience he couldn’t afford to hire). Previously, Chris was an Operating Partner at Alpine Investors, and is currently Executive Chairman of Linkwell Health, bringing his extensive network to the platform. Connect with Chris Hessler: LinkedIn: To Be Alive! By Chris Hessler: Connect with : Phone: 248-645-1520 Website: Email: [email protected] Twitter: LinkedIn: Address: 255 S Old Woodward, Suite 310 Birmingham, MI 48009
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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
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