John Morgan

Jammin & Plannin Podcast

Music EN ↓ 5 episodes

The Jammin & Plannin Podcast is a new, unique, fun and hopefully entertaining Podcast brought to you by financial services industry veterans, John Morgan, and Scott Stathis. Life is short. And We believe any time you can combine your personal passions with your professional passions, is a time very well spent. Scott and John really love music and enjoy playing and creating music with others. From beginners to pros still playing paying gigs, the passion to play and create beautiful music is the same. 100% Joy! We also love working in the financial services space, helping advisors, banks and fir...

Author

John Morgan

Episodes

Entrepreneur Barbie takes on Wall Street (and wins, of course) with Guest Star Mary “Mozart” Kopczynski 19.08.2025 45:25

In the 5th episode of the Jammin & Plannin Podcast, hosts Johnny 'Guitar' Morgan and Scotty 'Kick Drum' Stathis welcome Mary Mozart Kopczynski, Founder & CEO of RegAlytics, the leading provider of Governance and Regulatory Data. Mary shares her unique journey from a musical upbringing to leading a groundbreaking regulatory tech company. She discusses her transition from nonprofit fundraisi...

From Music Loving Burrow Boy to Mountain Adventures and Model Portfolios - A Life Well Lived 16.03.2025 43:15

Join our Hosts, Johnny “Guitar” Morgan, Founder and Managing Member at Connected Consultants, LLC and Scotty “Kick Drum” Stathis, Founder and Managing Partner at Stathis Partners, LLC for their 4th episode of the Jammin & Plannin Podcast as they introduce their 3rd Guest Star to the show. Introducing Scott “Flat-Fee OG” MacKillop, Founder and former CEO at First Ascent Asset Management. The fi...

Jammin & Plannin Podcast - Episode 3 - Introducing Casey "The Mangler" Nelson 27.01.2025 36:23

Join our Hosts, Johnny “Guitar” Morgan, Founder and Managing Member at ConnectedConsultants, LLC and Scotty “Kick Drum” Stathis, Founder and Managing Partner at Stathis Partners, LLC for their 3rd episode of the Jammin & Plannin Podcast as they introduce their 2nd Guest Star to the show. Introducing Casey "The Mangler" Nelson, VP Institution, Regional Bank Business Development Officer at LPL F...

Jammin & Plannin - Episode 2 - Introducing Adam "Map Man" Holt 14.09.2024 49:06

Join our Hosts, Johnny “Guitar” Morgan, Founder and Managing Member at ConnectedConsultants, LLC and Scotty “Kick Drum” Stathis, Founder and Managing Partner at Stathis Partners, LLC for their 2nd episode of the Jammin & Plannin Podcast as they introduce their very first Guest Star.. Introducing Adam "Map Man" Holt, Founder and CEO at Asset-Map! While Adam is very well known in the Financial S...

Jammin & Plannin - Origin Story 14.07.2024 35:38

Join our hosts, Johnny “Guitar” Morgan, Founder and Managing Member at ConnectedConsultants, LLC and Scotty “Kick Drum” Stathis, Founder and Managing Partner at Stathis Partners, LLC for our first episode as they discuss the origin story of the Jammin & Plannin Podcast and their own musical passions, as well as what to expect as the series continues with guests from the financial services indu...