Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

Nathan Mersereau

Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you'd want to spend a day with, in a canoe.

  1. 1d ago

    Why Your Body Always Tells the Truth with Dr. Reggie Sehgal of HealthSource® – America's Chiropractor

    We sit down with Dr. Reggie Sehgal, Owner and Doctor of Chiropractic of HealthSource® – America's Chiropractor, to explore what an integrated approach to health and human performance looks like across a lifetime. Reggie has been practicing for 27 years, beginning with a hockey injury at 15 that set him on the path to chiropractic care and eventually to opening his own practice. We discuss the emotional and physical reality of chronic pain, why 80% of Americans will experience back pain but only 12% seek chiropractic care, and what it actually means to move from crisis to wellness. We also explore discipline as the foundation of health at every life stage, the role of movement, meditation, and nutrition in sustaining quality of life, and what it costs — financially and personally — to trade health for productivity over the long run.   KEY TAKEAWAYS   00:00 Introduction. 02:17 Reggie's origin story: a hockey injury at 15, chiropractic care as a teenager, and the path from University of Windsor to chiropractic school in St. Louis to opening his own practice. 03:44 The emotional reality of pain: why patients feel their pain is unique, why healing takes longer than people expect, and why the doctor-patient relationship in chiropractic care is as much psychological as physical. 04:45 The wellness gap: 80% of Americans will experience back pain, but only 12% seek chiropractic care — and what that says about how we're currently managing pain. 05:54 Why people don't take action until pain stops them from doing something they love, and what that moment of loss reveals about how we've been overriding our body's signals. 07:21 True wealth and health: why saving money at the expense of physical wellbeing often means spending it all on recovery later, and how the practice helps patients move from crisis to sustained wellness. 09:42 Wellness at every life stage: the disciplines Dr. Reggie instills in his own children, why nutrition and movement matter from an early age, and how the aging process changes what the body needs. 11:46 What to prioritize in the 60s, 70s, and beyond: mental health, movement, and the emerging role of peptides and amino acids in supporting natural recovery. 13:40 The power of simple movement: Tai Chi, walking, and why even wheelchair-bound patients can benefit from intentional movement, and why cognitive behavioral approaches matter for elderly patients. 15:27 The discipline lesson: why the only difference between successful and unsuccessful people is their discipline, and how morning routines, meditation, and continuous learning compound over time. Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. RESOURCES MENTIONED Planning Alternatives Wealth Assessment: www.planningalt.com "The Miracle Morning" by Hal Elrod https://miraclemorning.com/ "The Body Keeps the Score" by Bessel van der Kolk https://www.besselvanderkolk.com/resources/the-body-keeps-the-score #PersonalGrowth #HealthAndWealth #WellnessLeadership

    Why Your Body Always Tells the Truth with Dr. Reggie Sehgal of HealthSource® – America's Chiropractor
  2. Aug 3

    Succession, Focus, and Why Small Business Is Hard with Steve Divitkos of Mineola Search Partners

    Steve Divitkos, Founder of Mineola Search Partners, joins us to explore a corner of entrepreneurship most people have never encountered: search funds and entrepreneurship through acquisition. Steve spent two years searching for a company, acquired a 20-year-old software business at 27, grew and professionalized it over seven years, and exited to a strategic acquirer — before becoming an investor in the next generation of search fund entrepreneurs. We discuss the looming succession crisis facing small businesses across North America, why focus beats diversification in building exit value, what culture actually means once you're inside a company, and what it truly costs to build something of your own. KEY TAKEAWAYS 00:00 Introduction. 01:49 What a search fund is and how the model works. 03:19 Why small businesses often fall into a succession gap and what that means for their futures. 07:00 The "silver tsunami": why fewer than 10% of small businesses have formalized succession plans. 08:23 What sellers actually care about beyond the deal. 10:09 Why culture can't be assessed from the outside. 12:35 How narrowing focus and building a leadership team drove the value of Steve's exit. 15:07 The personal side of the entrepreneurial journey and the four pillars of support every entrepreneur needs. 17:32 A clear-eyed case for entrepreneurship and why it's still worth it. Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations.   If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   RESOURCES MENTIONED   Planning Alternatives Wealth Assessment:  https://www.planningalt.com/    Mineola Search Partners: https://mineolasearchpartners.com/   #Entrepreneurship #SmallBusiness #SuccessionPlanning

    Succession, Focus, and Why Small Business Is Hard with Steve Divitkos of Mineola Search Partners
  3. Jul 20

    A Decade of Documenting the West: Surrender, Creativity, and Redefining Wealth with Lindsay Linton Buk of Linton Productions

    Lindsay Linton Buk, author, photographer, and founder of Linton Productions, joins us to share the decade-long story behind "Women Shaping the West," a documentary portrait and interview project that grew into a museum exhibition, a podcast, and a book released in March 2026. Lindsay reflects on what she learned about surrender, identity, and creativity across 25 stories of Wyoming women, and why the same philosophy that carried the project now shapes how she thinks about wealth, motherhood, and what comes next. We explore how Lindsay is navigating a business pivot in her 40s, what it means to build products that outlast a service-based model, and how Wyoming's history of women stepping forward, simply because space existed for them to do so, still carries a quiet lesson today. KEY TAKEAWAYS 00:00 Introduction.  01:47 Why Wyoming's official motto, Equal Rights, shaped Lindsay's storytelling lens.  04:25 How returning from New York and feeling disconnected from the state sparked the idea for "Women Shaping the West".  09:48 Why she chose medium format film and what that decision cost — financially and creatively.  12:09 How reaching 34 weeks pregnant at the exhibit opening forced a reckoning with pace and identity.  14:48 Why surrender isn't resignation, and what it actually looks like to consciously do less.  16:30 How dreaming can be an active space, even during the years when production isn't possible.  18:22 Why the book took until 2026 to publish, and how letting go made it possible.  20:15 How becoming a mom revealed the ceiling of a service-based business model.  20:42 What entering her 40s clarified about the kind of wealth and creative work Lindsay wants to build.   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. RESOURCES MENTIONED Linton Productions: https://www.lintonproductions.com/ Women Shaping the West (book): https://www.shapingthewest.com/ Wyoming Women's Foundation:  https://wywf.org/ Planning Alternatives Wealth Assessment:  https://www.planningalt.com/   #WomenInCreative #TrueWealth #PurposefulLiving

    A Decade of Documenting the West: Surrender, Creativity, and Redefining Wealth with Lindsay Linton Buk of Linton Productions
  4. Jul 6

    Farming for the Future with Eli Cheatham of International Farming

    We sit down with Eli Cheatham, President of International Farming, a food sourcing solutions platform working at the intersection of agriculture, investment, and stewardship. Eli shares the company's threefold mission — empowering farmers through technology, growing consciously by leaving the land better than they found it, and connecting farmers directly with food buyers — while exploring what it means to invest in land with patience and purpose, and why reconnecting consumers to the people who grow their food is the foundation of a truly sustainable future. KEY TAKEAWAYS 00:00 Introduction. 00:37 What makes farmland a good long-term investment and the mindset of "patient money." 01:44 How technology is freeing farmers to focus on what they do best. 04:19 International Farming's threefold mission: empower farmers, grow consciously, feed the world. 06:00 The seven-cents-on-the-dollar reality and the case for streamlining the supply chain. 07:11 What gives Eli the most hope: the shift toward regenerative agriculture and consumer awareness. 09:31 TED Vancouver: the power of infectious passion and the case for authentic community. 14:06 What Eli would talk about at TED: trusting a cyclical life over a linear one. 18:50 Defining wealth, success, and leadership on your own terms. 23:06 The one thing Eli would tell her 20-year-old self: start meditating earlier.   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. RESOURCES MENTIONED International Farming: https://internationalfarming.com  Planning Alternatives Wealth Assessment: www.planningalt.com    #RegenerativeAgriculture #ConsciousLeadership #TrueWealth

    Farming for the Future with Eli Cheatham of International Farming
  5. Jun 22

    From Cattle Hides to Luxury Leather: Why Regenerative Supply Chains Are the Future with Cate Havstad-Casad

    Cate Havstad-Casad, Founder and CEO of Range Revolution, is building the world's first luxury leather goods company rooted in regenerative agriculture and fully traceable American cattle hides. Cate shares her 12-year journey from a three-acre Oregon farm to managing 1,400 acres, why hides going to landfills represent one of farming's greatest missed economic opportunities, and how a single philosophy — "the means determine the ends" — shapes every decision she makes. Key Takeaways: 00:00 Introduction.  02:01 Cate introduces Range Revolution and her parallel careers in design and regenerative agriculture, both starting in 2013.  04:10 The 35% waste problem: only 65% of a cattle carcass becomes meat; hides going to landfills represent a high-value asset hiding in the waste stream.  07:10 Regenerative agriculture defined: shaping management systems to create enhanced ecological outcomes on the land, and why sustaining is no longer enough.  09:05 Finding perspective through ancestry and Buddhist philosophy: holding suffering and joy at the same time.  10:45 A 10-year vision: proving that materials from regenerative farming systems are a good business decision, not just an altruistic endeavor.  11:35 During a 116-degree heat wave, regeneratively managed soil held at 89 degrees while an unmanaged neighboring parcel reached 148 degrees — the difference between species survival and demise.  14:52 The philosophy: "The ends do not determine the means. The means determine the ends," and how it shapes how Cate builds Range Revolution.  17:10 True wealth defined: meaningful work that brings joy, and being part of redefining what is aspirational — away from status and exclusivity, toward natural fibers and regenerative systems.   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. Resources Mentioned: Range Revolution: https://rangerevolution.com Western Design Conference: https://westerndesignconference.com Bowen family systems theory: https://www.thebowencenter.org/   #RegenerativeAgriculture #LuxuryLeather #TrueWealth

    From Cattle Hides to Luxury Leather: Why Regenerative Supply Chains Are the Future with Cate Havstad-Casad
  6. Jun 1

    How Today's Leaders Can Become Stewards of Change with Kate Adams of Conscious Capitalism

    We sit down with Kate Adams, Fractional Chief Impact Officer of Conscious Capitalism, Inc., to explore what accountable leadership looks like in a world demanding more from business. Kate has spent her career helping CEOs, boards, and senior leaders understand their organizations as both economic and societal forces. Her new book, "Accountability Under Fire," argues that great leadership is fundamentally a matter of stewardship, not just performance. Key Takeaways: 00:00 Introduction.  03:00 "Accountability Under Fire" explores the stewardship role every business leader must own.  05:01 Technology leaders must ask what their decisions cost the people around them.  11:12 Kate's brother and the Paralympics shape her belief in unrealized human potential.  15:18 Leadership is a privilege, and influence demands honest reflection on its use.  16:01 Great leaders want to do better, and the environment is the real obstacle. 18:30 What is true accountability?   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. Resources Mentioned: Conscious Capitalism Website: https://www.consciouscapitalism.org/ Accountability Under Fire" by Kate Adams: https://www.amazon.com/Accountability-Under-Fire-demanding-business/dp/1788607988 "Seat for Society" podcast: https://www.seatforsociety.com/     #ConsciousCapitalism #AccountableLeadership #SocietalImpact

    How Today's Leaders Can Become Stewards of Change with Kate Adams of Conscious Capitalism
  7. May 18

    Enjoying a Rich Life: Our 100th Episode Celebration with Janet T. Planet, Graham Veysey, and Brian Gast

    For a special 100th episode conversation on what true wealth looks like when it's fully lived, we're joined by Janet T. Planet, Principal and Founder of INTERPLANETARY INC., Graham Veysey, Principal of North Water Productions and Developer, Hingetown; and Brian Gast, President of Quadrant Corp. These three returning guests from our True Wealth Retreat in Palm Springs, California, share how their definitions of wealth have evolved, and what it takes to design a life that's genuinely rich. Key Takeaways: 00:00 Introduction and 100th episode celebration. 01:40 True wealth is multidimensional, not a single currency or destination.  03:30 A Palm Springs retreat gives Graham and his wife the courage to plan a six-week family trip to Jaipur.  06:00 Janet turns 50 and starts designing her financial life with the same intentionality she brings to creativity.  10:00 Brian takes his family to Japan. He discovers a scarcity lens driving his fears about global events, AI, and financial stability.  13:00 True wealth shows up as generosity, presence, and freedom from cheap cultural substitutes.  17:00 Younger generations are skeptical of the accumulate-and-retire model and want meaning now.  18:00 Janet argues that the financial foundation is what makes creative freedom sustainable.  25:00 Modeling all three corners of the true wealth triangle is the most powerful thing parents can do.  27:00 A world brimming with true wealth means more fulfillment, stronger communities, and less global anxiety.    Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #TrueWealth #PurposefulLiving #RichLife

    Enjoying a Rich Life: Our 100th Episode Celebration with Janet T. Planet, Graham Veysey, and Brian Gast
  8. May 4

    The Secret to Balancing Business Growth and Personal Wellness with Justin Roethlingshoefer of OWN IT

    We sit down with Justin Roethlingshoefer, Founder of OWN IT and author of "The Power of Ownership," to explore why lasting health transformation starts with identity, not habits. He shares his journey from burnout as an NHL performance director to building a holistic coaching practice for business leaders, the science of heart rate variability as the body's language, and the daily rhythms that allow the body to heal itself. We also discuss the "devil cycle" of all-in or all-out health behaviors, the 3-2-1 rule for sleep and recovery, and why your identity must grow alongside your business. Key Takeaways: 00:00 Introduction.  01:30 From fat kid to anorexic teen to burnt-out NHL performance director.  04:00 Escaping the "devil cycle" of all-in or all-out health habits.  05:00 Heart rate variability is the language the body uses to communicate stress. 07:00 Habits and behaviors will never outperform the identity you currently hold. 08:30 The 3-2-1 rule and why our day really begins in the evening, not the morning.  13:00 Growing personally in the same rhythm as your business growth, or one of them will break.  16:00 True transformation alters form and function, there is no going back. Resources Mentioned: Justin Roethlingshoefer https://www.linkedin.com/in/justin-roethlingshoefer/ OWN IT | LinkedIn https://www.linkedin.com/company/justown-it/ OWN IT | Website https://ownitcoaching.com/ The Power of Ownership by Justin Roethlingshoefer  https://www.amazon.com/dp/B0D94QYGNC Planning Alternatives Wealth Assessment https://www.planningalt.com   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #HeartRateVariability #HealthOptimization #OwnershipMindset

    The Secret to Balancing Business Growth and Personal Wellness with Justin Roethlingshoefer of OWN IT
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About

Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you'd want to spend a day with, in a canoe.