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Introducing our guestFor fans of the show Billions, Devin has been called “the real-life Wendy Rhoades”. He is the founder of Lifestyle Integrity, and has been the #1 ranked executive life coach in New York City according to Yelp and Google. He coaches executives in business, finance, politics, media, and education through both personal and professional development. His goal is to help clients, many of whom have achieved material success, to be able to attain fulfillment in ...

Interest rates have reached levels not seen since in well over a decade. How should investors navigate this new world of higher rates? Are they here to stay? To help unpack what this seismic shift means we sat down with Jim Jackson. Jim is currently the co-chief investment and officer and senior portfolio manager of Victory Income Investors, which was formerly known as USAA Investments . We had Jim on because he is among the most qualified people in the world to discuss this with. We were abl...

For episode #13, we sat down with the CEO of OnePoint, Patrick McMahon. Pat details how he grew up in Peckville Pennsylvania where he was raised by his mother, who was born in Italy and migrated to the United States, and his father an Irish "serial entrepreneur". Pat started working at his dad's driving range as a young boy, and after graduating from Penn State he returned home to Northeastern Pennsylvania to work for the family businesses. We discuss how after buying one of the businesses fr...

For episode twelve, our guest was Thomas Morgan, who currently serves as a Director for Sapient Capital and is based in New York City. He has worked in a number of roles throughout his career and over the last few years has written a weekly newsletter that became appointment reading for many of the most thoughtful investors on Wall Street. He describes his current role as being a “curiosity sherpa for billionaires” and has been called “the most interesting man in finance” (a nickname that he ...

For episode 11, I was joined by my colleague, Managing Partner at Alliance Wealth Advisors, Chris Ross, and Stephanie Decker, who serves as the Associate Vice President of Social and Economic Impact at Lackawanna College. Together, we recap the first annual financial impact summit held in partnership with the college in the fall of 2022.Rather than have listeners sit through the entire program, we took sound bites from our speakers that night, including Maggie Mineo Zayac (owner of the ...

For episode 10, we sat down with entrepreneur John Basalyga. John is the President of Eastern Roofing Systems, and JBAS Realty, a commercial real estate development and management company. During this conversation, John tells his personal story, how his career has evolved over the years, and why he is so passionate about improving Scranton and the entire region through his work. We also look ahead and discuss some of the projects he and his team are working on. John explains the pr...