Looking for more episodes? Check all of our episodes right here below!
Ep. 197 - Casey Weade - Mental Toughness In The Pursuit Of A Meaningful Goal
Casey Weade is the founder of Howard Bailey Financial, dedicated to helping people retire with confidence and purpose. A nationally recognized retirement planning expert, podcast host, and speaker, Casey specializes in retirement income, tax-efficient strategies, and financial independence, empoweri...
Ep. 196 - Mike Bisaro - Mental Toughness In Wealth Management
Mike Bisaro is the President and CEO of StraightLine, an independent fiduciary wealth management and retirement planning firm. An Accredited Investment Fiduciary® (AIF®), Mike has spent more than two decades helping individuals, families, and organizations build long-term financial confidence. He i...
Ep. 195 - Sarah Dale - Mental Toughness Behind High Performing Advisors
Sarah Dale is President of Know No Bounds and Partner at Performance Insights, where she works with financial advisors and financial services firms to enhance leadership, team performance, and business growth. Specializing in executive coaching and organizational development, she helps professionals...
Ep. 194 - Morton Brown Family Wealth - The Relationship Side Of Wealth Management
Dennis Morton and Katie Brown are the founders of Morton Brown Family Wealth, a firm dedicated to helping individuals and families align their financial decisions with their values and long-term goals. Through their client-centered approach, they guide families in building financial confidence, crea...
Ep. 193 - Victoria Greene - Leadership, Pressure, and Performance in Wealth Management
Victoria Greene is the Chief Investment Officer and Founding Partner of G Squared, where she helps guide investment strategy and market insights for advisors and investors. Known for her thoughtful approach to leadership, decision-making, and navigating uncertainty, Victoria brings a unique perspect...