Compound Growth

Wheeler and Colin dissect September 2025's biggest financial shakeups in this monthly recap. The hosts explore the administration's unprecedented 100% tariff on branded pharmaceuticals without US manufacturing—an industry-specific policy that could reshape drug pricing and benefit major players like Johnson & Johnson, Eli Lilly, and Novartis while potentially devastating smaller biot...

Retirement is supposed to be the reward after decades of hard work—but what happens if your money doesn’t last as long as you do? In this episode of Compound Growth , Wheeler and Colin dig into one of the greatest financial anxieties people face: running out of money in retirement. With survey data showing that more Americans fear this than death itself, it’s a reality worth addressing. The conver...

Most people know they should have an emergency fund—but how much is enough, where should you keep it, and why does it matter so much? In this episode of Compound Growth , Wheeler and Colin dive deep into the psychology and strategy behind building an emergency reserve that actually works. From high-yield savings accounts to the myths about tapping into retirement funds, they break down why liquidi...

In this episode of Compound Growth , Wheeler and Colin welcome a familiar face who’s usually behind the scenes—Tori Rothwell. From coordinating client outreach and marketing to keeping the team running smoothly, Tori wears many hats. Today, she steps up to the mic to share her story, her perspective on money, and what drives her both personally and professionally. The conversation starts with a wi...

In this new monthly recap series, Wheeler and Colin break down the biggest stories shaping markets, technology, and culture. August was packed with surprises — from Taylor Swift’s engagement shattering internet records to markets continuing their hot streak despite political noise and seasonal headwinds. The hosts dive into what’s driving stock performance, including international markets outperfo...

Most of us have been told the same thing for years: “Always max out your retirement accounts.” But is that really the smartest move for everyone? In this episode of Compound Growth , Wheeler and Colin dig into the myths and realities of saving for retirement—exploring when conventional wisdom makes sense, and when it might not. From 401(k)s and IRAs to Roth accounts and taxable brokerage accounts,...

In this episode of Compound Growth , Wheeler and Colin sit down with Dr. Malcolm Rosenson—physician, leader, husband, father of four, and proud grandfather. Born and raised in New Orleans, Malcolm shares stories of the city’s unique culture, from red beans and rice Mondays to costume closets, and how its vibrant spirit shaped his worldview. The conversation explores Malcolm’s journey through medic...

In this episode of Compound Growth , Wheeler and Colin dive into a wide-ranging conversation on how our views of money, work, and success have evolved over the decades. They begin with a lighthearted (and slightly chaotic) story about home construction gone awry—illustrating how coordination, communication, and planning are as critical in life as they are in building a house. From contractors and...

In this episode of Compound Growth, Wheeler and Colin welcome Andree Mohr, President of Integrated Partners, for a wide-ranging conversation on leadership, independence in financial advice, and the evolving role of AI. From her Canadian upbringing on a family farm to leading one of the industry’s most respected RIAs, Andree shares how her background shaped her people-first approach to business—and...

In this episode of Compound Growth , Colin and Wheeler dive into the emotional and financial toll of fraud, unpacking real-life stories from their personal lives and the people around them. From a $2,000 church gift card scam to a fake car dealership scheme, the co-hosts highlight how even the financially savvy can fall victim to increasingly sophisticated phishing attempts. The lesson? Simplicity...

Burnout isn’t just a buzzword—it’s a global issue affecting individuals, teams, and entire organizations. In this episode of Compound Growth, Colin and Wheeler sit down with their very first guest, Jessica Crowley—certified professional coach, burnout prevention strategist, and founder of Amalgamation Coaching and Community. Together, they unpack why burnout isn’t just about personal failure—it’s...

Sometimes the biggest transformations start with something as simple as a haircut. In this episode of Compound Growth , Colin and Wheeler dive into the surprisingly personal and professional lessons that come from embracing change—beginning with Colin’s decision to shave his head. What starts as a funny conversation about baldness turns into a deeper reflection on honesty, confidence, and the unex...

In this episode of Compound Growth , Wheeler and Colin take a deep dive into the complicated advice of "follow your passion." From personal stories to philosophical frameworks like ikigai , they explore what it really means to find meaningful work and a fulfilling life. Through conversations about everything from the Mona Lisa's rise to fame to job satisfaction among farmers, they c...

In this episode of Compound Growth , Wheeler and Colin take a sweeping yet grounded look at the intersection of artificial intelligence, personal finance, and long-term security. What starts as a casual conversation about “Back to the Future” quickly accelerates into a high-stakes discussion on what the real future holds—from AI-generated films to autonomous companies and personalized virtual real...

In this wide-ranging and introspective episode, Colin and Wheeler explore the concept of unintended consequences—how innovations meant to improve life can subtly change behavior, expectations, and even our bodies. From the impact of cars and air travel on urban sprawl and health to the way apps like Robinhood have altered generational investing habits, they dig into how compounding effects aren’t...

In this episode of Compound Growth , Wheeler and Collin tackle one of the most  persistent and complicated issues in American life today: wealth inequality. Starting with a humorous anecdote about poison ivy and prescription overload, we quickly pivot into deeper territory—exploring how the mechanics of capitalism, the psychology of comparison, and generational shifts in consumption have all playe...

What does it really mean to retire? In this thought-provoking episode of Compound Growth , Colin and Wheeler challenge the traditional narrative of retirement and explore how it no longer fits the world we live in today. Drawing on history, personal stories, and economic data, they uncover how the original concept of retirement was designed for a different time — when life expectancy was shorter,...

In this episode of Compound Growth , Colin and Wheeler tackle a fundamental yet often overlooked concept: safety. From financial markets to personal mindset, they explore how fear shapes decision-making—especially during periods of market volatility. Colin shares his personal reflections from therapy and how his own experiences with safety influence the conversations he has with clients. The duo g...

In this episode of Compound Growth, hosts Colin and Wheeler dive into the nuanced world of value —what it means, how we measure it, and why reframing our thinking around it can change everything. From a dinner table story about hacking classroom tech to reflections on a surprise encounter with Tony Robbins, the conversation navigates through how people create worth through action, intention, and m...

In this episode of Compound Growth , hosts Colin and Wheeler go deep—but this time, the spotlight’s on Wheeler. What begins as a nostalgic memory about comic books evolves into a raw and insightful account of Wheeler’s journey with money, debt, and resilience. From a childhood shaped by a single-parent household and early jobs to the unglamorous hustle of entry-level roles in the entertainment ind...

In this episode of Compound Growth, Colin opens up about his personal journey into the world of finance, from childhood dreams of managing Bill Gates’s wealth to the real-world grind of launching his own advisory practice. We hear how early lessons in frugality shaped his money mindset and how a fascination with business and success stories propelled him toward a career in wealth management. Colin...

In the inaugural episode of Compound Growth , hosts Wheeler Crowley and Colin Walker kick things off by exploring the core philosophy behind the podcast: the power of consistent, strategic progress over time. From their backgrounds in startups and brand-building to the lessons learned through failure and iteration, Wheeler and Colin unpack the moments that shaped their approach to growth—both pers...