Morgan on Purpose, the podcast.

Julie Keyes didn’t set out to become an exit planning guru, she learned from her own experiences exiting a business and her work with the Exit Planning Institute. She now shares those takeaways—including the importance of hiring the right team, understanding your true valuation, and more—at KeyeStrategies, her exit-planning firm. Julie and Morgan chat about why preparation is key and how to find t...

What did financial independence actually look like across 250 years of American history? And was the advice people were getting any good? Historian and bestselling author Joseph Moore joins Morgan to find out — and the answers might make you rethink everything your favorite finance influencer has ever told you. They dig into why financial anxiety isn't new (Americans have been declaring the d...

Searching for a financial advisor means getting inundated with certain buzzwords. For a long time it was “fiduciary” and now it's “virtual family office.” But what do these terms really mean?  In this episode, Morgan and Bill discuss what a traditional family office is, how it’s evolved into a multi-family office, and the current trend toward virtual family offices. Beyond that, they look at...

This week we’re venturing into new territory: Our first guest host. Content 151’s Shawna Ohm joins the podcast to grill Morgan about his upcoming book “Don’t Die at Your Desk.” The conversation ranges from: Why Morgan felt compelled to write this book now The push and pull of big picture questions, like the purpose and legacy of what you’re building… versus the day-to-day questions like who to hir...

Every business owner will exit their business at some point—the only question is whether it happens by design or by default. In this episode, Morgan talks with business strategist Ryan Ray about how to approach exit planning with intention. They go beyond valuations and deal structures to explore the deeper questions: Why is it so hard to step away? What does “ready” actually look like? And how do...

What does it mean to truly play the long game with your money—and your life? In this episode, Morgan sits down with investor, author, and “Talking Billions” host Bogumil Baranowski for a \conversation on investing, identity, and the deeper purpose behind wealth. They explore the idea of an “infinite time horizon” and why the best investors—and families—think far beyond their own lifetimes. From le...

For too long, we’ve watched women debate in circles around whether or not they can have it all. But that question doesn’t really matter to the C-suite moms in the thick of it. For those moms—moms who are managing operations and encouraging excellence in boardrooms AND soccer sidelines—there’s no time for debate, there’s only time to do. Enter: Amelia Gandomi Lewis, an executive leadership coach wh...

Building a business can be all consuming. When your success is on your shoulders, it can be easy to eat, sleep, and breathe your business. After all, you’re chasing your dream! But that approach can backfire. It’s something Morgan Ranstrom and Bill Mulvahill have seen first hand as wealth advisors to entrepreneurs. It’s also something they’ve experienced themselves as business owners. In this epis...

What would happen if, the next time you wondered, “Why are things this way?” you chased down the answer instead of accepting that it’s just how things are. You might wind up with a similar career to Danielle Steer. This week’s guest uses data and research to answer the questions that keep her up at night. It’s a study in pursuing your passion… without sacrificing your career. And we tie it all bac...

Every December, folks start talking about charitable contributions. The holidays have people feeling generous; parents want to teach kids about the importance of giving to those less fortunate; and charities are out there asking for year-end donations. In my world as a wealth advisor, those year-end donations tend to be the key focus. People want the potential tax benefits that come with giving be...

The key to building, and scaling, a successful partnership? Alignment. In this episode, Morgan speaks with his other business partner, Bill Mulvahill, on what it takes to build a successful partnership. The pair talk about the two approaches to getting on the same page: principles and process. Which is better? Beyond that, they dig into why third party experts can be worth their weight in metaphor...

In this episode, host and wealth advisor Morgan Ranstrom welcomes his business partner and older sister Courtney Ranstrom, also a wealth advisor, to the podcast.  Courtney specializes in financial planning for women, and addresses the (multi) million dollar question: Do women really need specialized financial planning? Are they making special lady money ? (Spoiler: Yes, they do, and no, they aren’...

So many business owners—maybe even the majority—never set out to become business owners. They ended up in that role by accident. And being an accidental entrepreneur? That's sort of the opposite of building a business on purpose. In this month's episode we're diving into the concept of the accidental entrepreneur with fellow wealth advisory Zachary Ashburn of Reach Strategic Wealth....