How Did We Get Here? podcast

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25. How Did We Get From Rock ‘n’ Roll to Financial Planning? with Matt Zeigler 29:04

vor 9 Tagen29:04

29:04

Matt Zeigler started out as a guitarist, hustling to make it in the music industry. Then, the dawn of the internet sent him along a different path, to financial services. He talks about how he was able to see his ADHD as a strength, and inspires listeners to embrace setbacks and not be afraid to pivot towards finding their passions. Key Takeaways: • Matt's transition from music to finance • Happiness in the workplace as a catalyst for change • Overcoming career setbacks and rejections • Harnessing ADHD as a unique strength • Lessons learned on resilience Connect with us! Matt Zeigler on LinkedIn Sunpointe Investments Cultish Creative Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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24. How Did We Get From Manufacturing to Financial Planning? with Cris Wallace 37:35

vor 23 Tagen37:35

37:35

Cris Wallace shares his remarkable journey from being a plant manager to becoming a dedicated financial planner. We discuss his motivations, the challenges he faced, and how relationships and understanding emotions around money can lead to success in financial advising. Key Takeaways: • Chris’s shift from plant management to financial planning • The inspiration behind helping others financially • Challenges and fulfillment in making career transitions • Importance of relationships and trust in financial advising • Addressing retirement fears and spending strategies Connect with us! Cris Wallace on LinkedIn WG Financial Group Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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23. How Did We Get From UConn Track to Index Funds? with Justin Carbonneau 48:59

vor 7 weeks48:59

48:59

Justin Carbonneau’s journey from track and field to military service to the world of finance is a powerful example of turning challenges into opportunities. Justin has had to navigate tough transitions, from a demanding New York City internship to managing financial crises. Whether it’s finding encouragement online or the power of teamwork, his story shows how resilience and the right relationships can shape a rewarding career path. Connect with us! Justin Carbonneau on LinkedIn Validea Validea Capital Management Justin’s Blog Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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22. How Did We Get From Wall Street to CEO? with Ryan Krueger 40:16

vor 8 weeks40:16

40:16

In this episode, we chat with Ryan Krueger about how discomfort can lead to real growth. Ryan shares his thoughts on staying positive, finding joy in your work, and creating success that aligns with your values. We also talk about how challenges can teach us important lessons and why discomfort is often the key to becoming stronger and more resilient. It's a warm and inspiring conversation filled with practical insights for navigating life and work. Connect with us! Ryan Krueger on LinkedIn Ryan Krueger on X Freedom Day Solutions Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth Referenced in our conversation: Ryan Krueger’s letter to his daughter…

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21. How Did We Get From Advisor to Mentor? with Julie Johnson 48:45

vor 10 weeks48:45

48:45

Today we chat with Julie Johnson, a financial advisor turned mentor, as she shares her journey of helping families and advisors navigate the challenges of wealth transfer. Julie blends empathy and expertise, shaped by her own personal experiences, in a fresh perspective to managing finances across generations. We also explore the growing role of women in finance, the importance of mental health, and the concept of "funded contentment"—a balance between financial security and living a fulfilled life. Connect with us! Julie Johnson on LinkedIn XY Communication Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth Referenced in our conversation: Warren Buffett's Shareholder Letter…

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20. How Did We Get From Theology to Financial Planning? with Morgan Ranstrom 57:56

vor 11 weeks57:56

57:56

What makes someone trade academia for financial advising during a recession? In this episode, we sit down with Morgan Ranstrom as he takes us through his remarkable journey from theology to finance. Combining technical skills with a deep understanding of human behavior, Morgan proves that financial planning is about more than numbers—it’s about people. From navigating life transitions to balancing risk and reward, Morgan shares insights that go beyond investments, inspiring advisors and clients alike. Connect with us! Morgan Ranstrom on LinkedIn Trailhead Planners Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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19. How Did We Get From Baghdad to Entrepreneur? with Van Smith 42:29

vor 12 weeks42:29

42:29

Imagine starting a law firm with just a laptop and an iPhone. That’s exactly what Van Smith did! In this episode, Van shares how he grew his Virginia-based firm from scratch into a team of 30. His background wasn’t entrepreneurial at all, but after tackling challenges like undergrad during 9/11, a stint in Baghdad, and the 2008 financial crisis after law school—Van dug in and simply got to work. In this episode we talk about: Turning life’s chaos into growth. Smart financial habits that build long-term success. The power of starting small and staying consistent. Whether you’re dreaming of starting something new or just want to make better decisions, Van’s story is full of practical tips and inspiration. Connect with us! Van Smith on LinkedIn Smith | Strong, PLC Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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18. How Did We Get From a Childhood Goal to Estate Law? with Jenny Rozelle 39:21

vor 13 weeks39:21

39:21

Join us as we chat with Jenny Rozelle, an estate and elder law expert who brings a down-to-earth approach to legal planning. From her small-town beginnings to leading a successful law firm, Jenny shares how hard work and community-focus drive her success. She breaks down why estate planning matters for everyone, and gives simple, practical advice to protect what you value most. Connect with us! Jennifer Rozelle on LinkedIn Indiana Estate and Elder Law Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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17. How Did We Get From Failed Classes to Fitness in Finance? with Aravind Sithamparapillai 43:56

vor 14 weeks43:56

43:56

In this episode Aravind Sithamparapillai shares his journey, facing family expectations and self-doubt as he built a career in finance. Aravind opens up about overcoming struggles, including mental health challenges, and finding his way back to university. His story shows the power of self-belief, resilience, and the importance of doing what you actually care about. Join us for a story of growth, courage, and finding purpose beyond money. Connect with us! Aravind Sithamparapillai Ironwood Wealth Management Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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16. How Did We Get From History Major to Financial Advisor? with Dennis Morton 46:32

vor 16 weeks46:32

46:32

Meet Dennis Morton—a former history major, band musician, and missile operator who’s now the founder of a financial advisory firm. In this episode, Dennis talks about his winding career path from military life to finance, and shares his hard-earned lessons and stories. Learn how he found his true calling, built a new career from scratch, and used his background in empathy and communication to connect with clients. It's a story of big career changes, family support, and finding purpose. Connect with us! Dennis Morton on LinkedIn Morton Brown Family Wealth Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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15. How Did We Get From Answering Phones to Index Funds? with Perth Tolle 1:04:26

vor 17 weeks1:04:26

1:04:26

In this episode, we chat with Perth Tolle, a finance trailblazer who mixes personal values with smart investing. From her time as a Fidelity advisor to creating a freedom-focused index for emerging markets, Perth’s journey shows how staying true to your beliefs can lead to success. We also talk about taking risks, changing careers, and how community support can help you bounce back from challenges. Listen for tips on investing, new markets, and the power of connections. Connect with us! Perth Tolle on LinkedIn Life + Liberty Indexes Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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14. How Did We Get From Investment Banker to Artist? with Dave Ross 51:45

vor 18 weeks51:45

51:45

Join us as Dave Ross shares his unique journey from asset management to transportation executive to artist. He talks about chasing impact over following a set career path, the value of self-awareness, and learning from mentors. We also dive into career transitions, personal growth, and lessons from 2020 on finding clarity and building strong relationships. This episode offers practical tips to help you align your career with who you want to become. Connect with us! Dave’s Art Dave’s Substack Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

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13. How Did We Get From Pageant Queen to Queen of Alts? with Shana Orczyk Sissel 1:09:03

vor 19 weeks1:09:03

1:09:03

Join us as Shana Orczyk Sissel, founder of Banríon Capital, shares her journey into finance without a traditional finance degree. From her experiences in sports, theater and pageants to overcoming ADD and navigating challenges in a demanding industry, Shana’s story highlights resilience and creativity. She talks about building her business and balancing life as a single mom, offering valuable insights for anyone looking to succeed in finance and beyond. Connect with us! Shana Orczyk Sissel on LinkedIn Banríon Capital Management Jess Bost on LinkedIn Mark Newfield on LinkedIn…

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12. How Did We Get From Astrophysics to Editor-in-Chief? with Lara Crigger 52:27

vor 20 weeks52:27

52:27

In this episode, Lara Crigger talks about her journey from studying astrophysics to becoming a writer and working in commodities and ETFs. She shares how she followed her passion for storytelling, turned down scholarships, and balanced a busy career with motherhood. Lara also talks about overcoming challenges like burnout and grief, rescuing her dog after Hurricane Katrina, and the lessons she’s learned about leadership and building strong teams. Her story is full of inspiring career advice! Connect with us! Lara Crigger on LinkedIn Shoe Leather by Lara Crigger Jess Bost on LinkedIn Mark Newfield on LinkedIn…

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11. How Did We Get From Internet Newbie to Nitrogen? with Aaron Klein 1:16:43

vor 21 weeks1:16:43

1:16:43

Aaron Klein’s childhood struggles with money and near foreclosure shaped his approach to risk and opportunity in his career. Despite early failures, he founded Riskalyze (now Nitrogen), a company that revolutionized financial advising by creating a way to measure risk with a "risk number." Through his story, Aaron touches on resilience, timing, and innovation, as well as the challenges of leading through tough times like the COVID-19 pandemic. He also reflects on taking time off for family, finding balance, and the emotional side of risk in both investing and life. Connect with us! Aaron Klein on LinkedIn Nitrogen Jess Bost on LinkedIn Mark Newfield on LinkedIn…

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How Did We Get Here?

How Did We Get Here?

Podcasts, die es wert sind, gehört zu werden

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