Compound Growth

Welcome to the Season 2 premiere of the Compound Growth podcast! As we step into 2026, hosts Collin and Wheeler reflect on the lessons of the past year and move away from the "silly New Year’s resolutions" that rarely stick. Instead, they explore the power of theming your year with a single guiding word to act as a north star for decision-making, personal development, and financial disci...

As we close the chapter on 2025, Colin and Wheeler sit down for a candid reflection on a year that arrived like a "tantruming child". From the initial volatility of tariff shocks and technology fears to the eventual acceptance of a market that climbed a "wall of worry," this episode explores the intersections of finance, culture, and personal evolution. We pull back the curtain...

Welcome to our chaotic but festive episode, where we take a break from the usual financial deep dives to argue and rank our favorite Christmas movies! From the timeless charm of Elf to the highly debatable holiday status of Die Hard , Colin and Wheeler compare lists, only to realize that their disagreements start right at the bottom. Listen as we dive into the cultural context, generational divide...

Colin and Wheeler unpack the profound meaning behind Rick Rubin's quote: "Great is better than now." They dive deep into the concept of deferred gratification and how prioritizing the "great" future over the "good enough" present influences major life decisions, from buying a house to building a successful business. Using real-life examples like the famous Marshm...

In this month’s "What Just Happened" recap, Colin and Wheeler take a look back at November to make sense of the mixed signals in the economy. We start by breaking down the shift in retail season—why Black Friday deals feel different this year and how "sales season" has morphed into a month-long event. We also discuss the cooling auto market and ask a controversial question: Did...

We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving . We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving,...

This week's episode starts with a surprise: a script written by ChatGPT titled "The Costco Cart Incident". It involves a forgotten item, an unplanned kayak purchase, and an $842 receipt—a perfect, relatable anecdote illustrating the danger of trading on emotion. The story immediately sets the stage for the topic: why emotions and money don't mix. The hosts also explore why a si...

In this powerful episode, Colin and Wheeler welcome Tara Ryan, Co-founder and CEO of Confidante, an AI-driven platform supporting mothers as they navigate the invisible weight of modern motherhood. Tara opens up about the inspiration behind Confidant, which evolved from a custom GPT for her coaching clients to a dedicated, mother-centered AI designed to be an accessible "thought partner"...

What if everything you thought you knew about October in the markets was wrong? In this episode, Wheeler and Colin dig into the so-called “October Effect” — why history says it’s a bad month for investors, and why this year flipped that narrative on its head. From the 1907 panic to 2008’s crash, they trace how superstition and seasonality shape investor psychology far more than we realize. Then, t...

The “996” work culture — 9 a.m. to 9 p.m., six days a week — has found new life in Silicon Valley. But is working yourself to exhaustion really the key to success? In this episode, Wheeler and Colin sit down with returning guest Jessica Crowley to unpack the glorification of overwork, the myth of hustle culture, and the personal toll of tying your entire identity to your job. They explore how the...

What does the American Dream really mean today? In this episode, Wheeler and Colin sit down with Tori to unpack how our idea of “making it” has evolved—from owning a home and climbing the corporate ladder to building a life defined by flexibility, purpose, and balance. They dig into the generational shift from stability to freedom and how financial independence now looks more like personal choice...

When someone passes away suddenly, they often leave more than grief behind — they leave a financial mess. In this episode of Compound Growth , Colin and Wheeler unpack the emotional and logistical chaos that comes from poor estate planning, outdated beneficiaries, and family dynamics that money can strain to the breaking point. From real-life examples to relatable confessions about their own finan...

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...