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. 2d ago

    Finding Purpose in the Wreckage of a Shattered Body with Monique Petrov of Soul Bones, LLC

    True wealth is tested in the moments life falls apart. We sit down with Monique Petrov, Performance Neuroscience and High Flow Coach at Soul Bones, LLC. Monique shares her path from elite triathlete to trauma survivor to NICU nurse. She recounts how a devastating cycling accident changed her life and opened the path to a new chapter of purpose and meaning.   KEY TAKEAWAYS 00:00 Introduction to Monique and her journey. She grew up swimming from an early age. 02:48 A move to San Francisco led Monique from swimming into triathlon, and eventually into Ironman racing. 05:05 Three weeks before a major race, a cycling accident left her with multiple spinal fractures and a brain injury. 06:42 Monique describes how she woke from a six-day induced coma unsure of what had happened to her body. 09:23 How a stranger's simple question, "What do I know right now is true?", carried her through recovery. 10:07 How muscular activation techniques helped reawaken muscles that had gone silent after her injuries. 12:15 Watching nurses care for her during recovery inspired her to enter nursing school herself. 13:24 Her first day in the NICU convinced Monique she had found exactly where she belonged. 16:42 Lingering concussion symptoms that took years to diagnose. 19:32 Coaching athletes through fascia work and training for her first 50K. Click the link in the comments for the episode.   RESOURCES MENTIONED Planning Alternatives Wealth Assessment, define what true wealth means to you Soul Bones, LLC, Monique Petrov's coaching practice for performance neuroscience and high-flow recovery work 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.   #Resilience #TraumaRecovery #MentalHealth

    Finding Purpose in the Wreckage of a Shattered Body with Monique Petrov of Soul Bones, LLC
  2. Oct 19

    How a Life-Altering Accident Redefined True Wealth with Natalia Sokolova of SGG World

    True wealth isn't only measured in dollars; it's measured in gratitude, resilience, and how we show up for the people we love. We sit down with Natalia Sokolova, Managing Partner of SGG World, an entrepreneur, investor, and author of "Unbreakable: The Guide to Truewealth™ and a Fulfilled Life." We explore how surviving a life-altering car accident at 17 shaped her perspective on resilience, gratitude, and what true wealth really means, and how she brings that philosophy into conversations about money, family, and legacy. KEY TAKEAWAYS 00:00 Gratitude and resilience, and a great-grandmother's survival story. 02:59 After a car accident at 17, doctors gave Natalia little chance to walk; gratitude carried her through recovery. 04:19 How to manage fear and anxiety. 04:36 A short daily gratitude practice to reset the mind during hard moments. 06:42 Money alone doesn't create happiness; it amplifies wellbeing only when paired with inner peace and purpose. 09:16 Chasing status or unattainable goals creates stress; how to find true fulfillment. 11:00 Giving children unlimited money too early, without gratitude or purpose, often backfires long-term. 14:31 Guiding money conversations with kids. 15:20 Encourage kids to explore interests until they find work that feels like passion, not labor. 18:25 Building a school safety platform using autonomous, US-manufactured drone technology. 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, a free tool to help you define what true wealth means to you SGG World, Natalia Sokolova's family office and investment firm helping entrepreneurs and families build wealth aligned with purpose "Unbreakable: The Guide to Truewealth™ and a Fulfilled Life" by Natalia Sokolova, her book on resilience, wealth, and human potential #Gratitude #TrueWealth #Resilience

    How a Life-Altering Accident Redefined True Wealth with Natalia Sokolova of SGG World
  3. Oct 5

    Why Gen Z Is Redefining Work, Wealth, and What Matters with Ziad Ahmed of United Talent Agency

    We sit down with Ziad Ahmed, Head of Next Gen at United Talent Agency and Founder of JUV Consulting, the Gen Z marketing consultancy he built at 16 and grew into a trusted partner for more than 20 Fortune 500 companies before its acquisition by UTA. We explore what traditional institutions get wrong about Gen Z, why real conversation, not more research, is the path past generational assumptions, and how a generation shaped by inequality, comparison, and a global pandemic is rewriting its relationship to work, money, and what a meaningful life actually looks like.   KEY TAKEAWAYS 00:00 Introduction. 02:15 Executives rarely speak with Gen Z as equals; most conversations happen through a lens of hierarchy, not partnership. 03:44 Bridging the generational gap starts with unlearning outdated assumptions about status, hierarchy, and credentialing. 06:12 Across generations, most people share the same overwhelm; what differs is what triggers it and how often. 09:00 Ziad founded JUV Consulting at 16, sold it at 25, and now leads Next Gen at United Talent Agency. 10:00 Income inequality is at a modern high, fueling a shared, cross-generational sense that the world feels unequal. 11:11 Constant social comparison online is reshaping Gen Z's approach to dating, careers, and long-term commitment. 12:23 The pandemic forced a moment of recalibration, pushing many to question the paths they'd been given. 14:40 More of Gen Z is asking whether the goal is wealth, impact, alignment, or simply a joyful life. 15:04 Economic uncertainty is driving polarized spending habits, with the same person swinging between austerity and indulgence. 17:11 Ziad's hope is a less zero-sum world, with Gen Z helping model what shared, mutual progress looks like. 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 United Talent Agency   #GenZ #FutureOfWork #GenerationalShifts

    Why Gen Z Is Redefining Work, Wealth, and What Matters with Ziad Ahmed of United Talent Agency
  4. Sep 21

    Cover-Ups, Codebreakers, and the Coastline War with Sara Vladic

    Scientists. Mobsters. Double agents. Retirees. Volunteer pilots. A Boy Scout. That's not a movie pitch — it's the actual cast of characters that New York Times bestselling author and documentary filmmaker uncovered. Sara Vladic returns to discuss "The Dangerous Shore" and the hidden fight to defend America's coastline in World War II.   KEY TAKEAWAYS 00:00 Introduction: Sara Vladic returns to discuss her acclaimed work on the USS Indianapolis and her new book, "The Dangerous Shore." 04:58 Sara recaps the USS Indianapolis story: a flagship sunk in 12 minutes, followed by days adrift at sea. 07:40 The cover-up of a German submarine attack three miles off the coast of Maine. 08:37 Roughly 660 ships were sunk off American coastlines during World War II, largely unknown to the public. 09:00 With able-bodied men overseas, women, minorities, and the young and old stepped up to defend the coastline. 10:48 Notorious mobsters worked secretly with Naval Intelligence to protect New York's wartime shipping industry. 13:05 Civilian pilots strapped homemade bombs to small planes to patrol for German U-boats along the coast. 14:32 Engineer Joe Desch built the American "Bombe," a machine that helped break German U-boat codes. 15:59 Sara reflects on how ordinary people's small actions shaped the outcome of a global war. 17:50 Sara's advice for today: sit down, listen, and have real conversations with people who see things differently.   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  "The Dangerous Shore" by Sara Vladic  https://www.saravladic.com/the-dangerous-shore  "Indianapolis" by Lynn Vincent and Sara Vladic  https://www.simonandschuster.com/books/Indianapolis/Lynn-Vincent/9781501135958  Documentary: "USS Indianapolis: The Legacy"  https://www.saravladic.com/documentary    #WWIIHistory #HiddenHistory #Storytelling

    Cover-Ups, Codebreakers, and the Coastline War with Sara Vladic
  5. Sep 8

    Why Detroit Is Becoming the Next Great Art City with Amani Olu of Season Fair and Olu & Company

    Amani Olu, Founder and Curatorial Director of Season Fair, and Founder and Lead Strategist of Olu & Company, joins us to explore what it takes to build a creative economy from the ground up. Amani shares the journey from his days as an art publicist in New York to founding Detroit Art Week and Season Fair, an annual contemporary art fair at Michigan Central that's changing what a fair can look like for artists, galleries, and collectors. Key Takeaways: 00:00 Introduction.  03:10 Art publicity teaches you to understand a business before you can promote it. 04:47 Detroit Art Week shifts the city's narrative by putting the art scene front and center.  05:30 Visibility without a market leaves artists moving away and galleries closing. 06:35 Season Fair launches at Michigan Central, built around connecting collectors to artists directly.  10:15 Detroit has a creative surplus, Season Fair is designed to build the demand side.  11:57 Traditional art fairs cost galleries $30,000 or more just to participate.  13:12 The Dallas Art Fair takes 15 years to become a legitimate international destination.  14:10 Young artists need serious craft practice before opportunities can truly convert.  16:05 Social media lowers the gatekeeping barriers that once made grad school essential.  18:35 Save for taxes, plan for the down cycles, and focus on staying in the game. 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: Season Fair https://season-fair.com Olu & Company https://olucompany.com Michigan Central https://michigancentral.com Planning Alternatives Wealth Assessment https://www.planningalt.com   #Entrepreneurship #TrueWealth #CreativeEconomy

    Why Detroit Is Becoming the Next Great Art City with Amani Olu of Season Fair and Olu & Company
  6. Aug 31

    Why Misunderstanding Is the Root of Bad Communication with Devlin Fenton of Arch Engineers

    We sit down with Devlin Fenton, CEO of Arch Engineers, to explore career pivots, confidence through fear, communication, and resilience after loss. Devlin shares what it took to leave trucking and technology behind for a completely different industry, and how he's approached leading a growing engineering company through the uncertainty that comes with it. Devlin talks through the mindset shifts that made that hard pivot work, before landing on a deeply personal reflection on loss and what it's taught him about resilience. KEY TAKEAWAYS 00:00 Introduction and the challenge of aligning people, technology, and culture inside a growing organization. 02:54 Devlin describes leaving trucking and technology to lead a structural engineering company. 05:02 Fear is a constant in startup life; confidence and certainty are the tools he leans on. 06:16 Devlin reframes the old 'No Fear' brand into 'Know Fear,' facing fear, not denying it. 08:50 Over-planning rarely survives first contact; instinct matters as much as analysis. 09:38 The pivot to engineering was driven by market sentiment, not just financial modeling. 11:20 Real communication starts with recognizing that shared language doesn't guarantee shared meaning. 12:08 Dropping expectations in favor of clearly papered agreements with his team. 14:50 Losing his mother this year reshaped how Devlin thinks about resilience and preparedness. 18:21 Advice to a 20-year-old self: build a foundation, then get after it despite doubt. 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://planningalt.com/ Arch Engineers Website https://archengineers.com/    #Leadership #CareerPivot #Resilience

    Why Misunderstanding Is the Root of Bad Communication with Devlin Fenton of Arch Engineers
  7. Aug 17

    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
  8. 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
5
out of 5
26 Ratings

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.