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

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...

In this episode, Nathan and Desirée discuss: How mentorship at an early age can unlock young people's potential Leveraging the education you get in all areas of life, not just within the classroom The benefits of having a purpose-driven company and social enterprise, going beyond business How to attract and retain young talent within your organization through a defined purpose-driven approach The...

In this episode, Nathan and Ian discuss:   Discovering essential qualities of effective leadership in any economic climate. Identifying your boundaries and learning the importance of seeking expert insight. Grasping the crucial role of trust-building and valuing connections in your professional life. Cultivating a team-competitive mindset and learning from past errors. Comprehending the importance...

In this episode, Nathan and Cyrus discuss: The importance of mobility in our lives  The possibility of flying cars in the near future  Hurdles to advancement in the mobility space Making your entrepreneurial journey an adventure   Key Takeaways: Not many are aware of how pivotal mobility is in our lives today. Improving systems of delivery could literally save lives. An example of this is using mo...

In 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 jo...

  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. K...

In this episode, Nathan and Karen discuss: How the marketing landscape has become complex Why empathy is critical as a leader Finding a mentor and looking for personal growth opportunities The importance of dreaming big Key Takeaways: Marketing has evolved and companies have complex problems that need specialized solutions. Find an expert that can help you solve your specific marketing problem and...

In 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 motiv...

In this episode, Nathan and Stephen discuss: Investing time into your passion  Stepping out of your comfort zone  Being unafraid of failure  Listening to fear    Key Takeaways: Consider activities that you are passionate about or put you in a flow state. Spending more of your time doing these things will propel you to a more satisfying or meaningful life.  The best way to grow in any area is to st...

In this episode, Nathan and Alison discuss: The importance of constructive communication within families Why inheritors need to understand family decisions The differences between a single-family and multi-family office The challenges and opportunities within family wealth succession    Key Takeaways: It is critical for inheritors to understand why decisions were made in order for them to become r...

In 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...

In 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...

In this episode, Nathan and Lisa discuss: The importance of mento r ship  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 me...

In 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. Ha...

In 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.  Ded...

In 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 mis...

In 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 b...

In 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 f...

Doug 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 legac...

In 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 wi...

In 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 eno...

In 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-stigm...

In 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...

In 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...

In 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 m...