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

In 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 li...

In 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. Th...

In 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 origin...

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...

In 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...

In 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 t...

In 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...

In 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 a...

In 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...

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 th...

In 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 pover...

In 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...

In 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 Takeaway...

In 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...

In 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 your...

Alexis 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 opportunit...

  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...

  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...

Ruth 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 t...

Mark 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...

Jason 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...

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. Alway...

Howard  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 acc...

Tanya 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...

Ellyn 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 ...