Shows
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIABreaking Cycles and Finding Meaning Through Nature with Bridget Crocker, Author of "The River's Daughter"Today, we're joined by Bridget Crocker, Adventure Travel Writer and Author of "The River's Daughter," to talk about her journey from growing up along the Snake River in Jackson Hole, Wyoming, to becoming an international river guide and writer. Bridget explores how nature, adventure, and personal reflection shaped her understanding of true wealth — one rooted in connection, curiosity, and healing. Her memoir captures both her physical and emotional voyages, revealing how confronting hardship can lead to profound growth and reconciliation. Key Takeaways: 00:00 Introduction. 01:50 Bridget's life on the Snake River sparked her passion for guiding an...
2025-12-1514 min
Through the FogEp 12/12 True Wealth, Stories and Soup with Nathan Mersereau.In this season finale of Through the Fog, host Pierre du Plessis dives deep with financial planner, entrepreneur, and thinker Nathan Mersereau. Broadcasting from opposite ends of the globe, Pierre and Nathan explore how our stories around money shape our lives, the pitfalls of measuring success purely through wealth, and the transformative power of introspection.
From soup kitchens to billionaire compounds, Nathan's story challenges listeners to reconsider what it means to be truly wealthy.
00:00 - Where do you find yourself today?
01:48 - Tell us a bit about Nathan. Who are you?
04:40 - What is...
2025-12-141h 28
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIARedefining Entrepreneurship in the Age of AI with Scott Austin of JadePumaScott Austin, Owner of JadePuma, joins us to share his journey from military service to entrepreneurship and how his broad experiences across industries and countries shaped his outlook on technology, leadership, and fulfillment. He reflects on the evolution of his career from early days at Microsoft to launching his own ventures, and the philosophy that guides his life and work today. Key Takeaways: 00:00 Introduction. 02:18 Scott delivers action-focused, solution-based conversations. 03:36 AI enhances creativity, efficiency, and problem-solving. 05:01 Always prompt AI to cite sources to avoid misinformation and overconfidence. 08:15 Experience...
2025-12-0319 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAFrom IPOs to Inner Purpose: Redefining Success with Stephen George of AmazeStephen George, Co-Founder and CEO of Amaze, joins us to share how he's helping creators monetize their passions while staying true to their values. He reflects on his entrepreneurial journey, the lessons learned from building mission-driven businesses, and the importance of connecting purpose with profit. Through his experiences, Stephen offers insights into resilience, leadership, and redefining success beyond financial gain. Key Takeaways: 00:00 Introduction. 01:40 Stephen's early role at Groupon sparked his passion for fast-growth startups. 03:23 Groupon's fast pace taught adaptability and lifelong learning. 05:20 A short trip to Africa became...
2025-11-1717 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAThe Art of Exceptional Service and Client Relationships with Barrett Wright of Hill Robinson Yacht Management Barrett Wright, President at Hill Robinson Yacht Management, joins us to explore her 15-year journey in the superyacht industry. Barrett shares how resilience, intuition, and a people-first mindset shaped her leadership approach and how the industry thrives on community, adaptability, and exceptional service. Key Takeaways: 00:00 Introduction. 01:45 Getting fired from her first job unexpectedly launches Barrett's yachting career. 02:43 The tight-knit yachting community makes it easy to stay connected. 04:10 The core draw is the dynamic community and diverse clients. 05:26 Responsiveness and deep listening are key to understanding client needs. 09:00 Taking i...
2025-11-0318 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAReinventing How We Work, Learn, and Connect In the Age of AI with David Steigelfest of PB Heart David Steigelfest, Founder and CEO of PB Heart, joins us to discuss how AI is reshaping entrepreneurship, software development, and the future of education and employment. David shares how building a product as a solo founder is now possible thanks to rapidly evolving AI tools, what this means for the broader workforce, and why adaptability, connection, and purpose are more crucial than ever in an increasingly automated world. Key Takeaways: 00:00 Introduction. 01:35 David shares his shift from leading companies to building as a solopreneur. 02:59 Decades spent turning business needs into software products.
2025-10-2016 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIABuilding an Outdoor Lifestyle Brand with Stephen Sullivan of Stio®We sat down with Stephen Sullivan, Founder and CEO of Stio®, to share his journey from building outdoor apparel brands to shaping one of today's most authentic lifestyle companies. Stephen reflects on entrepreneurship, maintaining brand identity through growth, and the pursuit of true wealth beyond financial success. Key Takeaways: 00:00 Introduction. 01:34 Stio® expands through e-commerce, retail, and wholesale. 03:23 The brand launched in 2012 with a catalog, website, and store. 05:58 Even without certainty, experience brings confidence. 09:09 Protecting brand identity becomes harder as the company scales. 11:02 A move from the Midwest to Co...
2025-10-0617 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAExploring Alzheimer's, Parkinson's, and Brain Health Solutions with Christer Rosén of Jupiter Neurosciences, Inc.We sit down with Christer Rosén, Chairman, CEO and Founder of Jupiter Neurosciences, Inc., a clinical-stage biotech company developing therapies for brain inflammation and mitochondrial dysfunction. With decades of entrepreneurial experience, Christer shares his journey from computer science to pharmaceuticals and biotechnology, and his mission to create impactful treatments for neurological diseases such as Alzheimer's and Parkinson's. Key Takeaways: 00:00 Introduction. 01:41 Christer shifts from computer science to biotech, founding EffRx Pharmaceuticals. 03:42 A patented micellar formulation achieves nine times higher bioavailability. 08:16 Biohackers stress eight hours of quality sleep for brain health.
2025-09-2220 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAExploring Human-to-AI Conversations with Kwindla Hultman Kramer of DailyWe'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...
2025-09-0819 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAOne Plus One Equals Four: The Power of Partnership With Lindsay Droz and Kristi Lord of L'AVANT CollectiveWe 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 h...
2025-08-2520 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAThe High Cost of Hustle, and the Healing That Followed with Kateri Karp of CEO Coaching InternationalKateri 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...
2025-08-1119 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAHow a NASA Scientist Found Fulfillment in Children's Books with Kathryn Clark of the University of MichiganKathryn Clark, Ph.D., Adjunct Associate Research Scientist in the Department of Aerospace Engineering of the University of Michigan, 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 t...
2025-07-2821 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAFrom Spy Missions to Strategy Labs: Designing With Intention with Janet T. Planet of INTERPLANETARY INCWe sit down with Janet T. Planet, Principal and Founder of INTERPLANETARY INC., 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 av...
2025-07-1417 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAThe Power of Storytelling, Spaces, and Spark with Graham Veysey of Aspen Ideas FestivalGraham Veysey, 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 w...
2025-06-3023 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAAligning Purpose and Profit in Climate Action with Matt Ward of 4WARDWe're joined by Matt Ward, Founder and CEO of 4WARD, 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: (0...
2025-06-1620 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIACreating Safe Spaces for Mental Health Conversations with Jason Reid of National Services Group, Inc.Our host Nathan Mersereau sits down with Jason Reid, Co-Founder of National Services Group, Inc., 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 T...
2025-05-2622 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAHow Near-Death Experiences Shaped a Life of Service with Jim Walberg of CompassOn this episode, we're joined by Jim Walberg, Realtor at Compass, 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 im...
2025-05-1220 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIARethinking Aging: Healthspan Over Lifespan with Jennifer Garrison of Buck InstituteWe'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...
2025-04-2824 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIALetting Go of the Spotlight To Embrace Mentorship with Chris Stakich of CEO Coaching InternationalWe'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...
2025-04-1419 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAFinding Fulfillment Beyond Titles with Steph Corker of ViRTUSSteph Corker 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 The Corker Collective, acquired by ViRTUS 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 be...
2025-03-3122 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAMastering Creativity and Commerce with Doug Nordberg of Nordberg FurnitureWe're joined by Doug Nordberg, 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.
2025-03-1718 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAMastering Fine Art and Commercial Photography with Audrey Hall of Audrey Hall PhotographyJoining us on this episode is photographer, writer, and filmmaker Audrey Hall, 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 s...
2025-03-0317 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIACrafting Artful Stories in Metal with Chrissy Glenn, Metal SculptressChrissy 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 W...
2025-02-1717 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAEmbracing Emotional Generosity with Shasheen Shah of Coherent Strategies LLCIn this episode, Shasheen Shah, 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 mi...
2025-02-0320 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIACrafting a Life by Design with c of Ellie Thompson & Co JewelryEllie 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.
2025-01-2017 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAFinding Purpose and Maximizing Longevity and Happiness with Dan Buettner of Blue ZonesWe're joined by Dan Buettner, National Geographic Explorer and founder of Blue Zones LLC, 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:
2025-01-0620 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAInspiration From Nature to Fashion with Elyse Allen of Elyse Allen TextilesIn this conversation, we're joined by Elyse Allen, Owner of Elyse Allen Textiles. 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) S...
2024-12-1618 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAEmbracing Change After a Life in Medicine with Dr. Joseph Hunstad of HKB Cosmetic SurgeryWe're joined by Dr. Joseph Hunstad, 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 v...
2024-12-0920 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIACombining Barbecue and Philanthropy for Good with Russell Budd of PBS ContractorsTrue wealth isn't just about money — it's about choices, relationships, and making a lasting impact. Russell Budd, Founding Partner of PBS Contractors, 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) Host...
2024-11-2520 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAThe Power of Humility in Leadership with Denise Ilitch of Ilitch Enterprises, LLCWe're joined by Denise Ilitch, 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...
2024-11-1119 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAModernizing Classics with Jonathan Ward of ICONIn this episode, host Nathan Mersereau speaks with Jonathan Ward, 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...
2024-10-3126 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIABuilding Wealth Through Creativity: Insights From a Live Panel with Artists: Elyse Allen, Jonathan Ward, Chrissy Glenn, and Doug NordbergWe'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...
2024-10-2131 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIAFinding Meaning and Purpose in Your Wealth Journey with Julie Colwell of the Evolutionary Power InstituteIn this episode, Julie Colwell, Psychologist, Founder, and Director of the Evolutionary Power Institute, 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) P...
2024-09-2524 min
Day in a Canoe Podcast: Financial Planning, Wealth Management, RIADay 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...
2024-01-1026 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAMark 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...
2023-11-2428 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIABreck 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...
2023-11-0121 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAChris 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...
2023-09-0818 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAMykolas Rambus: Privacy in the Digital AgeIn 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...
2023-07-1415 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIADesirée Bombenon: The Power of PurposeIn 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:
2023-06-2320 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA022 Ian Muir: Building Trust, Embracing Growth, and Fostering ResilienceIn 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...
2023-06-0119 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA021 Cyrus Sigari: To Adventure and FellowshipIn 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 fut...
2023-03-3120 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIADaniel Russell, Sr.: The Power of ConnectionIn this episode, Nathan and Dan discuss: The power of connection Gathering gems of wisdom and sharing with others Setting goals beyond yourself Advice Dan would give to a younger self Key Takeaways: Connection is powerful. When you take the time to be present in the moment and connect with people, you'll be able to see impact. Remember the wisdom and opportunities people gave you in your journey. Gather these gems and make it your goal to one day also impart wisdo...
2023-03-0819 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIARod 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...
2023-02-0620 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA018 Karen Hayward: Leadership with EmpathyIn 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...
2022-11-3018 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIABob Krause: Never Give UpIn this episode, Nathan and Bob Krause discuss: Pushing through adversity Being the best you can be Focusing on being present and living in the moment How to stop fear from paralyzing you Key Takeaways: When you commit to focus on your goals, whatever they may be, you'll encounter adversity. You need to find the voice inside you that pushes you forward. Listen to that voice and let it motivate you to keep going. Success isn't about doing great things but being the best you can be each day. Even if circumstances require you to look...
2022-08-3118 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAStephen Koch: Pursue Your PassionIn 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...
2022-08-0321 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAAlison Marckstadt: Creating Family Money ConversationsIn 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...
2022-07-2017 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA014 Tyson McDowell: Living In An AI WorldIn this episode, Nathan and Tyson discuss: Who is affected by Artificial Intelligence (AI)? How AI affects social media Using AI for good The impact of technology Key Takeaways: Everyone's life is affected by AI even if you're not social media connected, it's that pervasive at this point. AI is affecting social media and it is inorganically promoting trends that aren't necessarily part of a user's interest or belief. It's important to be clear within yourself what your beliefs are and to analyze the trends, not just blindly believe them. AI isn't doomed to manipul...
2022-07-0619 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA013 Michael Cole: More Than MoneyIn this episode, Nathan and Michael discuss: Understanding that wealth planning is a journey How families can practice wealth stewardship The impact of wealth on family dynamics The importance of strategic milestones Key Takeaways: Families who have done little planning cannot expect to "fix" it in one meeting. It starts with understanding that planning is a journey that spans across lifetimes and it's a journey with very predictable events. Matriarchs and patriarchs cast large shadows and those shadows create spoken and unspoken expectations. The most responsible way to handle money is to make it a f...
2022-06-2420 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA012 Lisa Crafford: Mentorship Is Your ResponsibilityIn this episode, Nathan and Lisa discuss: The importance of mentorship Practicing reverse mentoring What a good culture looks like The burden of perfectionism Key Takeaways: Mentorship doesn't focus on the "how" but on the "why" of the job. Whether you are the mentor or the mentee, you have to come into the meeting with an agenda or else you'll both be wasting each other's time. Reverse mentoring is a good way to engage younger and less experienced people so that they could share their opinions and feelings about working in the organization safely. Create...
2022-06-0320 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA011 Steve Moeller: Effortless Marketing and the Science of HappinessIn this episode, Nathan and Steve Moeller discuss: An objective and subjective element to quality of life Remembering what makes you happy Delegating dreadful activities Our ability to have a positive emotional state Key Takeaways: There is both an objective and subjective element to quality of life. Once you figure out the objective stuff, then you can figure out the subjective part more. Happiness is just one part of quality of life. We're not very good at predicting what will make us happy, but we're good at remembering. Staying happy is all about looking...
2022-05-0317 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAHaith and Henry Johnson: Building Your Business with PurposeIn this episode, Nathan, Haith and Henry discuss: Turning into the needs of your customers The importance of tenacity and determination Know your "why?" Building a business with purpose Key Takeaways: Keep a pulse on what it is your market or clientbase needs. Don't let yourself be stuck on what service you want to provide, but learn to implement services that clients want you to provide. Dedicate yourself to getting it done - whatever needs to get done. Bring everything into the fight and refuse to quit. Tenacity and determination is the key...
2022-04-1321 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAEdward Morton: Leadership is InfluenceIn this episode, Nathan and Ed Morton discuss: The fulfillment of giving back Learning from your mistakes Importance of building trust in any organization Leadership is influence Key Takeaways: In every step of the way, consider those that have yet to reach where you are and help them along. We have a responsibility to give to others the opportunity that we have been given. Don't waste your mistakes. There's a valuable lesson to be learned in each one. Experience is one of the best teachers. In any organization, it's important that there is cohesiveness, tru...
2022-03-3024 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAMarcus Lewis: Taking Action and Building Your DreamIn this episode, Nathan and Marcus discuss: The importance of media presence Winning at what you want Building your dream, career, or business Importance of accountability in keeping your word Key Takeaways: Video is becoming more and more important. Think about how your authentic identity can appear in public and social media. Win at something that energizes you. Struggle will happen, so it's better to struggle and move in a direction you want to go towards. When building your dream, build it brick by brick, focus on the day to day. Be a person o...
2022-03-1819 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAVinay Tolia: Create the Life You WantIn this episode, Nathan and Vinay discuss: Being ready when opportunity unfolds The trap of setting conditions for your happiness Minimizing regrets in life Avoiding the burden of expectation Key Takeaways: Some people say that life is all about drive, setting goals, and attaining success but in life, opportunity can lead to doing something you didn't plan for but end up enjoying anyway. Don't fall into the trap of "I won't be happy unless I get ____". Putting conditions for your own happiness will only set you up for disappointment, discontentment, and unhappiness. Minimize your r...
2022-03-0220 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIADoug Speight: Leaving a LegacyDoug Speight: Leaving a Legacy In this episode, Nathan and Doug discuss: How entrepreneurship takes curiosity Leaving a legacy Approaching each day with humility Taking care of our ecosystem Key Takeaways: Entrepreneurship takes a certain degree of curiosity - a love for learning new things and making new solutions for unaddressed problems. At some point, everyone's has to think about what legacy they'll leave behind. How will you like to leave this earth better than you found it? Approach each day with humility. You don't know everything, so keep your mind open to the n...
2022-02-1619 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA005 Tom Graney: Aligning Your Life and Investment PlansIn this episode, Nathan and Tom Graney discuss: Aligning life plans and investment plans Importance of focusing on client needs Why listening is so important Learning from your clients Key Takeaways: The most important thing we could do is to help people identify their life goals and objectives and match those goals with their investment plans. Always consider the client's comfort level with various strategies. For example, you can explore ways to plan for a family's financial needs while at the same time meeting philanthropic goals. Listen and ask...
2022-02-0914 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAJack Uldrich: Preparing for What's AheadIn this episode, Nathan and Jack Uldrich discuss: How to be a futurist? The challenge of unlearning Trends to keep an eye on Importance of being aware of risks Key Takeaways: Anyone can be a futurist, different people can take different paths into becoming one as long as you are curious about the future, are concerned about the world making it to the best possible outcomes, and are committed enough to your ideas that you're willing to take action. People can understand what is coming next, what they have a really hard time doing...
2022-02-0219 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAJennifer Steiner: Combating Mental Health ChallengesIn this episode, Nathan and Jennifer discuss: The demand for mental health services De-stigmatizing conversations around mental health Contributions of women in leadership What makes Lightfully Behavioral Health unique Key Takeaways: The arrival of the pandemic exacerbated existing mental health issues in many people. The demand for mental health services has significantly increased. To de-stigmatize conversations about mental health, try to gradually practice vulnerability and openness with your loved ones. Cultivating a nurturing, highly collaborative and highly communicative environment in the workplace is the optimal for people in mental health care profession. Bring solutions t...
2022-01-2616 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAJeffrey Kleintop: Managing Director and Chief Global Investment Strategist at Charles SchwabIn this episode, Nathan and Jeffrey Kleintop discuss: How Jeff develops and maintains his knowledge base Communication learnings Developing a global perspective Maintaining a sense of discovery each day Key Takeaways: Utilize technology to keep a pulse on world events and to keep collaboration with other people going. Focus on the audience, getting asked questions is a good indicator that they are completely engaged in the topic. Use imagery and compact your sentences with long pauses in between to help your audience catch up and digest what you're saying. Recognize opportunities that show themselves, don...
2022-01-1919 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA001 Brian Gast: Move from Success to FulfillmentIn this episode, Nate and Brian Gast discuss: Why people don't find fulfillment when they are living in success Learning from failures and blowups Taking an honest inventory Seeing the deeper need Key Takeaways: Happiness and fulfillment is an inside job. You can't buy your way into it, it's not something that has to happen externally, fulfillment is cultivated within. As you grow older, you stop learning from success and start learning more from failure. For some people, it takes a few blowups to realize their blindspots. Are you going to wait for that blow...
2022-01-1216 min
(R)Aging AsiansEpisode 5: 3/16th Asian, Child of the West, and the Baha'i Faith ft. Nathan PalayewNathan and I went to elementary school together with primarily Greek orthodox or Italian Catholics. Listen to us talk about our experience with religion and growing up in these environments.
2021-06-211h 02
Smart Money CircleHow To Create A Long-Term Holistic Financial Plan With Nathan Mersereau - $1 Billion Money ManagerMy guest today is Nathan Mersereau, CEO and President, of Planning Alternatives, an independent wealth management firm with over $1 billion in assets under management.
With over 25 years of experience in the financial services industry, Nathan has led Planning Alternatives to industry recognition by winning the Schwab Trailblazer award. Nathan has been a featured panelist at industry conferences and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member of NAPFA (National Association of Personal Financial Advisors), the community of fiduciary Fee-Only advisors offering holistic, objective financial advice. He has contributed to va...
2020-12-0228 min
Divorce: What To ExpectNavigating Finances During Divorce – Special Guest Interview with CEO & President of Planning Alternatives Nathan MersereauIn this episode, Marcy welcomes special guest Nathan Mersereau to discuss the ins and outs of navigating finances and financial planning during divorce. As CEO and President of Planning Alternatives, Nathan offers over 25 years of experience and expertise in the world of financial services and has led the firm to industry recognition by winning the esteemed Schwab Trailblazer award. His firm’s approach to financial management focuses on holistic and objective financial management. Their philosophy is to empower people to live the life they value.
Taking a close, hard look at your financial situation, particularly during a stressful di...
2020-06-0519 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIADay in a Canoe with Antony Davies: Professor of Economics at Duquesne UniversityIn this episode, Nathan and Antony Davies discuss: How to create change from an economic perspective. Sustainable incentives. Debts and government involvement in debt. The motivation behind writing his upcoming book, Cooperation and Coercion Key Takeaways: −The fundamentals of economics boils down to two things; all things have a trade-off and all people respond to incentives. -The money the government spends without increasing the taxes will be taxed to unborn generations who will have to pay that debt despite having a say in thi...
2020-01-1521 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAJulie Faupel: Owner of Jackson Hole Real Estate and Founder of REALMIn this episode, Nathan and Julie Faupel discuss: Julie is the owner of Jackson Hole Real Estate and the newly launched REALM, a Real Estate tech company. Decision making around risk taking. Her recipe for success rooted around mindset. Connection and authenticity with people on your journey. Key Takeaways: There is always a balance in risk taking. Have a healthy perspective on your life and your support makes it easier to charge head long into a risky situation. Don't be afraid of hard work – it might be scary or difficult, but good things will come. Develop compas...
2019-12-3018 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIADakin Sloss: Founder and General Partner of Prime Movers labIn this episode, Nathan and Dakin Sloss discuss: Dakin's professional journey. Breakthrough scientific startups. How the human experience will change with technology. Key Takeaways: AI will have a dramatic effect on our lives. Valuable companies are created with valuable people. Don't wait to take action when a decision is available. Diligence with communication is a key priority for success. The #1 ingredient in building your team is hunger within the individual. "Success leaves clues. I have tracked those clues and tried to do what other, more successful people than me...
2019-12-0512 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIASara Vladic: Documentary Filmmaker and Co-Author of IndianapolisIn this episode, Nathan and Sara Vladic discuss: Sara's role as the storyteller for USS Indianapolis The story of USS Indianapolis. What Sara has learned over the 17-year-long project. The legacy of the USS Indianapolis. Key Takeaways: A perfect storm of miscommunication occurred in the disaster of the USS Indianapolis sinking on July 30, 1945. Only 316 survived from the original 1,196 crew on board. The legacy of the Indianapolis story is to recognize the significance of what our veterans choose to do for us and how they fought to provide the freedoms which we now enjoy.
2019-11-1225 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIARob Follows: Founder and CEO of STS Capital Partners Rob Follows: Founder and CEO of STS Capital Partners In this episode, Nathan and Rob Follows discuss: The STS Capital Partners value proposition. Issues business owners should consider before selling. Philanthropy and creating legacy. Setting big goals to inspire your heart and mind. Key Takeaways: It's not what you think you're worth as a seller, it's what the buyer sees doing with your firm that matters most. Doing your homework in advance of a sale can lead to a significant increase in selling price. You don't need a...
2019-05-2818 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAJennifer Crute Steiner: CEO of AlsanaIn this episode, Nathan and Jennifer Crute Steiner discuss: Alsana, an eating disorder recovery provider in California, Alabama, and Missouri. Jennifer's career path and personal motivation to destigmatize mental health. How Jennifer uses Enneagram in her organization. Leading people through change, conflict and self-discovery. Key Takeaways: Many people struggle with mental health issues but options for care and support are available. Enneagram is a tool to help you understand what you are innately good at and how you see the world. Awareness of personality types can improve empathy and communication. Shadow personality types show up dur...
2019-05-1419 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIABill Emerson: Vice Chairman, Quicken Loans and Rock HoldingsIn this episode, Nathan and Bill Emerson discuss: Bill's upbringing, college days at Penn State and lessons learned from his father. How team sports shapes people. Bill's journey from loan officer to CEO of Quicken Loans. Leadership insight, the importance of serving others and what motivates Bill today. Key Takeaways: You don't have to be the most talented, you just have to work harder than everyone else. Effort, energy, and sacrifice is required if you want to be great. Everything starts with the people on your team and your relationships with them. Focus on...
2019-04-3020 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAKim Laughton: President of Schwab CharitableIn this episode, Nathan and Kim Laughton discuss: Kim's role at Schwab Charitable How donor-advised funds work Charitable giving trends Kim's career track and what fuels her mission to increase giving at Schwab Charitable Advice Kim would give to her 20-year-old self. Key Takeaways: Every dollar matters and everyone can make an impact by giving to charity. Start giving early in life, even if it is volunteer time rather than money. You can have it all, but not necessarily all at the same time. Figure out what you want in life, be patient and d...
2019-04-1621 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIALiz Hwang: President of Jackson Handbags and CEO of Modern Essentials DesignsIn this episode, Nathan and Liz Hwang discuss: How Liz learned entrepreneurship from a young age while watching her parents. Liz's passion for helping entrepreneurial women. The power of conversation and mentorship. Advice Liz would give her 20-year-old self. Key Takeaways: You have to be quick to adapt to the changing environments in the business world. Put your family first, but don't forget about the importance of your business. The quality of connection, not the quantity, is what is important in all of your relationships. Have an understanding of your consumer to better develop y...
2019-04-0217 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAGreg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia FinancialIn this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss: How Greg and Shaun came together to write The Financial Advisor M & A Guidebook. What drives a firm to consider M & A. How M & A can fuel growth plus facilitate succession planning. How people and culture define success. Key Takeaways: Technology integration is critical in any M&A transaction. Don't underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction. Invest the time up front to clarify roles, define transition steps and set expectations. Be prepared for the...
2019-03-1222 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAKathy Laurinaitis: Managing Partner at JBN Associates In this episode, Nathan and Kathy Laurinaitis discuss: Balancing being mother of Nikki and Brie on the Total Bellas TV show and Managing Partner of JBN & Associates. Kathy's career path and milestones. What it's like for Kathy to have her life showcased on a reality TV show. Advice Kathy would give to a 20-year-old self. Key Takeaways: We learn through the challenges that are thrown at us. Let go and don't worry about being judged. Allow yourself to feel pain and reflect. Understand that bad days are part of the process and there is always light...
2019-02-2620 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIADe Lacy Davis: Executive Director, The Family Support Organization of Union CountyIn this episode, Nathan and De Lacy Davis discuss: The importance of teaching young people financial literacy. How becoming a police officer inspired De Lacy to give back to his community. The importance of mentorship and building the next generation. The signs of a great leader. Key Takeaways: There is a hunger and need for children in poverty to access financial literacy tools and resources. The goal of servant leadership is to serve. Judge yourself by the leaders you helped create. Ask yourself, "What is my purpose? Am I fulfilling my purpose? What is my most recent evidence?" "It gets me excited to see the impact...
2019-02-1220 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIALeslie Sims: Chief Creative Officer, OgilvyIn this episode, Nathan and Leslie discuss: The process of creating effective brand strategies. The Easy Button story. The challenges of balancing work and family. Advice for a 20 year-old Leslie. Key Takeaways: A mistake brands make is thinking they are competing against competitors, but they are actually competing against any choice available to a consumer. When you're in a project and you don't feel success, power through. If you don't take yourself too seriously, magic can happen. Don't compare, play your own game, enjoy the process. "Tackle big problems with great people." — Leslie Sims ...
2019-01-2235 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIABernie Clark: EVP and Head of Schwab Advisor ServicesIn this episode, Nathan and Bernie discuss: How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets. Bernie's career track in the investment industry. Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people. What opportunities Bernie sees for the future. Key Takeaways: Amassing great teams filled with diversity builds a strong business. Mentors are available at all stages of life. Deal with problems head on. Bad news is best early and in great detail. Don't limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined. "It's the people around us that make us...
2019-01-0121 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAAmanda Casgar: lululemon, Director of Global Culture and Talent IntegrationIn this episode, Nathan and Amanda discuss: What attracts people to lululemon. Amanda's global career journey at lululemon. How vision and goals create a possibility mindset. Amanda's experience of moving out of a place of fear and into a place of trust. How the practice of yoga allows you to show up for yourself. Key Takeaways: Be comfortable with self-inquiry - comparison to others gets in our way. Focus on the similarities we have with others, not the differences. Give without expecting anything in return. Set goals that are relevant for yourself and your values. Don't let...
2018-12-1819 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA014 Nikki Raimi: Living EmpoweredIn this episode, Nathan and Nikki Raimi discuss: Nikki's life and career path. Networking companies and how they work. How Nikki went from a teacher, to a stay at home mom, to a running her own business. Lessons learned in being true to yourself and empowering others. Key Takeaways: Making a clear plan and setting goals are the key. Stay true to yourself and take risks. Empower yourself, empower others. Being authentic is the key to success and connecting to other people. Know your 'Why?' "My life is built on relationships." — Nikki Raimi
2018-12-0419 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA013 Alexis Glick: CEO of GENYOUthAlexis Glick: CEO of GENYOUth In this episode, Nathan and Alexis Glick discuss: What motivates Alexis as CEO of GENYOUth Alexis' journalism career track through CNBC, The Today Show and Fox Business Network Her favorite interview. Lessons learned from her experience in journalism, philanthropy and leadership. Key Takeaways: Everyone has a role to play to give back to society. Take opportunities to try new things and expand your horizons. Preparation is critical. Nurture relationships, stay connected, serve those around you. "There is no perfe...
2018-11-2018 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA012 Devlin Fenton: CEO of Go99 Devlin Fenton: CEO of Go99 In this episode, Nathan and Devlin discuss: - Go99's vision of being the Uber of the trucking industry. -Devlin's path from South Africa to Vancouver. -Common themes Devlin has observed in business. -How investing in your people pays dividends. -What Devlin is looking forward to. Key Takeaways: -Have the right people on your bus. Make sure the right people are doing the job that best suits their skillset and behavi...
2018-11-0619 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIA011 Rumia Ambrose-Burbank: Co-Founder and President of VMS365 Rumia Ambrose-Burbank: Co-Founder and President of VMS365 In this episode, Nathan and Rumia Ambrose-Burbank discuss: -How VMS365 - Vendor Management Solutions 365 - started and its focus today. -Rumia's background, career path, and milestones. -Challenges of being a female minority business owner. -What motivates Rumia today and why she wants to give back. Key Takeaways: -Be self-reflective – be willing to take the advice, or at least consider the advice, you are given by your mentors -Be around people who are focused, or you won't...
2018-10-1625 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIARuth Zukerman: Co-Founder of SoulCycle and FlywheelRuth Zukerman: Co-Founder of SoulCycle and Flywheel In this episode, Nathan and Ruth Zukerman discuss: How spinning can be a cathartic mind-body experience. Ruth's career path, milestones and lessons learned. Ruth's launch of her book: Riding High What Ruth would tell young female entrepreneurs. Key Takeaways: People carry stresses and baggage throughout the day. Look for ways to offload these issues for yourself. Things don't always go the way you plan. Everything doesn't need a fix in the moment. We are constantly reinventing ourselves as we go through our life and c...
2018-10-0219 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAMark Tibergien: CEO, Pershing Advisor SolutionsMark Tibergien: CEO, Pershing Advisor Solutions In this episode, Nathan and Mark Tibergien discuss: BNY Mellon and Pershing Advisor Solutions. The importance of organizational adaptation to change. Mark's career path and milestones. The importance of people management. Making an impact through financial literacy. Key Takeaways: Find ways to differentiate. Focus on who you serve instead of what you sell. The greatest experience you've had anywhere is the same experience you want everywhere. If you are going to be building an organization with superior talent, you first must be conscious of the nature of the work...
2018-08-0720 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAJason Raznick: CEO & Founder of BenzingaJason Raznick: CEO & Founder of Benzinga In this episode, Nathan and Jason Raznick discuss: What is Benzinga and who they serve. How the Benzinga name was created. Jason's career path and milestones. How Jason navigates hiring and growth. Three words describing Jason's startup journey. Key Takeaways: Look to solve problems with ideas, content and planning. Having a great team in place is key to building a successful company. Don't stress over things you can't control. Jason's 3-step test: best case scenario, worse case, what are obstacles? Focus on how y...
2018-07-2416 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAStuart DePina: Group President Envestnet | Tamarac Stuart DePina: Group President Envestnet | Tamarac In this episode, Nathan and Stuart DePina discuss: How Envestnet | Tamarac differentiates itself. Stuart's career path and milestones. Lessons learned through determination, opportunities and failure. The Tamarac story and Great by Choice book. Stuart's motivation and what he'd tell a 20 year old self. Key Takeaways: Be curious. Always look for solutions to advance the organization and mission. Some of the best learnings come out of failure. Not every metric is meaningful. Know what is important to measure. Stay narrow, stay focused and stay disciplined...
2018-07-1018 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAHoward Behar: Former President of StarbucksHoward Behar: Former President of Starbucks In this episode, Nathan and Howard Behar discuss: How did the servant leadership model evolve in Howard's story? Howard's career journey. What is servant leadership all about? How mentors are important to have in every aspect of life. Key Takeaways: Servant leadership is putting others agenda above your own. Anything you set your mind to you can accomplish. It doesn't matter what your politics are it is not okay to put people down. You get the most out of people when you respect and ins...
2018-06-2620 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIATanya Hall: CEO, Greenleaf Book GroupTanya Hall: CEO, Greenleaf Book Group In this episode, Nathan and Tanya Hall discuss: How Greenleaf Book Group helps authors get published. What motivated Tanya to publish Ideas, Influence and Income. What components are necessary for a successful book launch. Tanya's career path, lessons learned and principles applied. Key Takeaways: Authors should pick the right partners to ensure their project is successful. If you want to advance your ideas, look to solve a problem in a new way or bring a fresh pe...
2018-06-1219 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAEllyn Davidson: President, Brogan & PartnersEllyn Davidson: President, Brogan & Partners In this episode, Nathan and Ellyn Davidson discuss: Who is Brogan & Partners. Pivotal moments in Ellyn's career. How a mentor influenced Ellyn. How dealing with cancer created a new perspective on life. Key Takeaways: Focus on creating a healthy culture when you take over a business. As a mentor, allow the mentee to do things on their own, but be available when they need your help. Do not micromanage your employees; instead guide your employees. Don't sweat the small stuff.
2018-05-2916 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAMark Moses: CEO and Founder, CEO Coaching International Mark Moses: CEO and Founder, CEO Coaching International In this episode, Nathan and Mark Moses discuss: What is CEO Coaching International? Why should you go with your gut? Be careful who you hire. Key Takeaways: Hiring people like yourself can be dangerous. Hire top talent that fits your culture. Figure out what you want in life and business. "If these people don't live your values and you are misaligned by the values of your business, it won't work. " — Mark Moses Connect wi...
2018-05-1517 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAAnthony Venus: CEO and Co-founder, YayPayAnthony Venus: CEO and Co-founder, YayPay In this episode, Nathan and Anthony discuss: What is YayPay? What are some of the defining moments that brought you to where you are today? Where did the name YayPay originated? How have you used the idea would I spend a day in a canoe with you in your business? Key Takeaways: What goes up does come down. Timing is associated with success. Listen to the market. In business the rules are always changing and the game never ends. Persistence pays off "I...
2018-05-0119 minDay in a Canoe Podcast: Financial Planning, Wealth Management, RIAIntro Episode with Nathan MersereauThink 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, filled with wealth, wisdom, meaning and purpose. That all starts with surrounding yourself with people you'd want to spend a day in a canoe with.
2018-04-2108 min