Wisconsin Capital Management

Wisconsin Capital Management-Beyond the Balance Sheet Podcast

Business EN ↓ 5 episodes

Beyond the Balance Sheet Podcast-Where inspiring stories meet thoughtful financial insight! Real stories. Smart insights. Meaningful conversations. From entrepreneurs, innovators, artists, professionals and scholars doing extraordinary things. Each episode will bring real conversations with a financial twist. Follow the conversations with our hosts, Aaron Carreno & Nathan Plumb.

Author

Wisconsin Capital Management

Episodes

Built to Last: Family Legacy, Leadership & Growing Johnson Tractor with Patrick Johnson 09.07.2026 13:34

What does it take to lead a family business that's served Wisconsin's agricultural communities for generations? In this episode of Beyond the Balance Sheet , hosts Aaron Carreno and Nathan Plumb sit down with Patrick Johnson , co-owner of Johnson Tractor, to discuss the responsibility of carrying forward a family legacy while preparing the business for the future. Patrick shares how his grandfathe...

The Principles That Never Change: 40 Years of Investing with Tom Plumb 09.07.2026 15:41

What separates successful investors from everyone else? According to Wisconsin Capital Management Founder and CEO Tom Plumb , it's not predicting the next hot stock—it's staying disciplined when markets become emotional. In this special episode of Beyond the Balance Sheet , hosts Aaron Carreno and Nathan Plumb turn the microphone toward the person who built Wisconsin Capital Management from the gr...

Investing in Your Greatest Asset: Health, Entrepreneurship & Purpose with John Hernan 09.07.2026 19:22

What if your greatest investment isn't your portfolio—but your health? In this episode of Beyond the Balance Sheet , hosts Aaron Carreno and Nathan Plumb welcome John Hernan , owner of Degree Wellness in Middleton, Wisconsin, to discuss why proactive wellness may be the most valuable investment anyone can make. John shares his remarkable career journey—from spending 25 years helping grow a Wiscons...

The Power of Relationships in Business ft. Dave Gorwitz, Attorney 16.06.2026 25:53

In this episode, we sit down with Dave Gorwitz for an insightful conversation on business leadership, financial growth, and navigating today's evolving economic landscape. Dave shares his perspective on building long-term success, developing meaningful professional relationships, and making smart financial decisions in uncertain times. From leadership lessons and entrepreneurial mindset shifts to...

Leading with Purpose: Conversation ft. Alison Kilkelly 27.05.2026 19:02

In this episode, Alison Kilkelly of AK Counseling, AlisonKilkelly.com, joins us for a conversation focused on leadership, professional growth, and the power of building strong relationships in business and community. Alison shares insights from her professional journey, discussing the importance of authentic leadership, creating meaningful connections, and navigating challenges in today's evolving...