Mastering the 360 Mindset

Jon Meyer
  • 5.0 (1)
  • Business
  • Semimonthly

Welcome to Mastering the 360 Mindset with Jon Meyer from BGM Wealth Partners. In this podcast, we offer a fresh perspective for those who optimize every angle of life – health, wealth, and time. We challenge conventional wisdom, shift mindsets, and bring clarity to the unknown. If you’re willing to invest in a better future for you and your loved ones, this is your space. Tune in to redefine balance, give yourself permission to enjoy life, and take control of what truly matters.

  1. 6d ago

    How Do I Decide Whether Private Markets Fit My Portfolio? (Ep. 14)

    “How do I decide if private markets are the right fit for my portfolio?” If you’re considering private investments, tying up money can feel like a big trade-off when you’re unsure what you’ll gain. An attractive investment idea alone doesn’t explain how it fits your cash needs or the rest of your portfolio. For some investors, the added complexity may make no private-market allocation a reasonable choice. In this episode, Jon Meyer speaks with Michael Sustarsic, CFA®, Managing Director and Head of Private Markets at Wealthspire Advisors, about portfolio fit, liquidity, and diversification on Mastering the 360 Mindset. Michael explains how private investment funds work, how commitments can be planned across years, and how his team examines the ways managers create value. Meyer and Sustarsic break this down into the following discussion points: Are Private Investments Worth the Risks, Costs, and Complexity? What’s the Difference Between Drawdown Funds and Evergreen Funds? How Can I Plan My Private Investment Commitments Over Time? How Do You Evaluate a Private Investment Manager’s Performance? Why Is Diversification Important in Private Market Investing? And more! Resources: Charles Schwab Fidelity Investments Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com Schedule a Meeting Connect with Michael Sustarsic: Wealthspire LinkedIn: Michael Sustarsic, CFA® About the Guest: Michael Sustarsic, CFA® is the Managing Director and Head of Private Markets for Wealthspire. Michael leads Wealthspire’s Private Markets group. Within this group, he is responsible for sourcing and performing due diligence on investment opportunities across private equity, private credit and private real assets. Michael is a member of the firm’s Global Private Markets Group and Research Forum. Prior to joining the firm in 2015, he was a Financial Analyst at General Growth Properties and a Research Analyst with Caldera Investment Group. Michael graduated from the University of Chicago with a BA in Economics and was a star point guard on the basketball team. Michael is a CFA® Charterholder.

  2. Oct 13

    When Saving More Starts Working Against Your Retirement (Ep. 13)

    You spent decades learning how to save. Retirement may require learning something much harder: when to spend, give, connect, and use your money while you still have the time. In this episode of Mastering the 360 Mindset, Jon Meyer explores five questions he frequently hears from people approaching or living in retirement. He examines when continued saving can work against the life you’ve built, why spending can feel uncomfortable even when the numbers support it, and how money can be used to buy back time, health, experiences, purpose, and relationships. Jon also covers portfolio income, giving money to children, fair versus equal inheritances, and the role financial planning can play in making these decisions with greater clarity.  Key points: Knowing when continued saving may be costing you valuable retirement years and experiences Using money intentionally to buy back time, support your health, and maintain meaningful relationships Moving beyond the idea that retirement spending should come only from portfolio income Giving money to adult children while you’re alive and communicating the purpose behind your gifts Understanding why a fair inheritance doesn’t always require dividing every asset equally among children And more! Resources: Die With Zero by Bill Perkins Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com  Schedule a Meeting

  3. Sep 8

    How AI Could Change Your Health, Money, and Time with Woody Taylor (Ep. 12)

    AI is becoming more personal, but if you’re thinking about using it to make sense of your health, finances, or everyday decisions, how much should you actually trust it? Understanding what these tools can and can’t do may help you decide where AI belongs in your life. In this episode, Jon Meyer speaks with Woody Taylor, Owner of Paramis.ai, about practical ways individuals can use AI. They explore how better prompts, voice interaction, citations, and personal context can improve results. Woody also considers how AI may monitor health information, influence financial choices, change how people spend their time, and eventually run locally on personal devices. The discussion also addresses privacy and the importance of deciding how much information you’re comfortable sharing. Woody discusses: How conversational AI can become more useful when you provide richer personal context and ask better questions Why voice interaction and neutral prompts can produce more useful responses than short typed instructions How health monitoring may become more proactive as AI gains access to personal information and device data Why privacy and convenience will become closely connected as AI becomes more involved in everyday decisions How personal AI could influence spending, debt, investing, leisure time, and other financial choices And more! Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com Schedule a Meeting Connect with Woody Taylor: LinkedIn: Woody Taylor Website: Paramis AI woody@paramis.ai

  4. Aug 25

    What Poker Can Teach Us About Better Business and Investment Decisions with Chris Potenza (Ep. 11)

    Good decisions don’t always produce immediate wins, and acting just because you’re uncomfortable can create bigger problems than waiting. How do you know when patience gives you an edge, and when it’s finally time to act? In this episode, Jon Meyer speaks with Chris Potenza, President of Rinkside Advertising Network and Front Burner Sports and Entertainment, about how competitive poker has shaped the way he approaches investing, business ownership, and decision-making. Chris explains why discipline, preparation, reviewing your own process, and recognizing the right moments to become aggressive often matter more than chasing constant action. They also explore risk, accountability, emotional control, and how thoughtful decision-making can help people navigate uncertainty across business, investing, and life. Chris discusses: Why strong processes matter more than short-term outcomes when making difficult decisions How studying, reviewing mistakes, and honest self-assessment improve long-term performance Why patience often creates better results than forcing action out of frustration or boredom How changing speeds and recognizing opportunity can separate strong performers from others What poker teaches about business growth, calculated risk, and building lasting discipline And more! Resources: Book: Thinking in Bets by Annie Duke Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com  Schedule a Meeting Connect with Chris Potenza: LinkedIn: Chris Potenza Website: Rinkside Advertising Network Website: Front Burner Sports and Entertainment About Our Guest: Chris Potenza serves as the President of Rinkside Advertising Network and Front Burner Sports and Entertainment. Mr. Potenza’s vast experience in the sponsorship industry spans more than 25 years and includes time spent leading staff and selling sponsorship programs in the NFL (Minnesota Vikings), NBA (Minnesota Timberwolves), and NHL (New Jersey Devils and Tampa Bay Lightning). Aside from his experience at the major professional level, he has also served in sponsorship leadership roles for minor league teams (Cincinnati Cyclones (IHL), Atlanta Knights (IHL), Utah Grizzlies (IHL), sports leagues and governing bodies (Western Pro Hockey League and IRONMAN Triathlon), and venues (Amalie Arena). During his time in the industry, Mr. Potenza has played a role in contracting more than $100,000,000 in sponsorship agreements. He has negotiated Naming Rights programs, Practice Facility entitlements, Event and Game Sponsorships, Vendor Programs, and Pouring Rights agreements. A regular speaker at industry events, Mr. Potenza has been hired as a consultant on numerous projects, providing services that range from sales strategy, sponsorship sales instruction, price modeling, and sales outreach.

  5. Aug 11

    Preventive Healthcare for a Healthier Future with Dr. Charles Svendsen, MD, MBA (Ep. 10)

    Most people don’t think much about their health until something feels wrong. By then, many of the decisions available years earlier have already disappeared. In this episode, Jon Meyer sits down with Dr. Charles Svendsen, MD, MBA, Chief Medical Officer of Astride Health, to discuss how preventive healthcare changes the way we think about aging, chronic disease, and long-term wellbeing.  They explore why today’s healthcare system often rewards treatment instead of prevention, how advanced testing can identify risks years earlier, why lasting behavioral change takes time, and how investing in your health today may reduce physical and financial costs later in life. The discussion also covers practical first steps, evidence-based testing, and the importance of building habits that support health for decades. Key takeaways: Why preventive healthcare focuses on identifying health risks before symptoms or diagnoses appear How advanced biomarkers can reveal concerns years before traditional medicine intervenes Why long-term coaching and accountability often matter more than annual checkups alone How investing in healthier habits today may reduce future medical costs and complications Why consistent behavioral changes create meaningful improvements over months instead of days And more! Resources: Die With Zero by Bill Perkins Atomic Habits by James Clear Thinking in Bets by Annie Duke Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com  Schedule a Meeting Connect with Charles Svendsen: LinkedIn: Charles Svendsen Website: Astride Health About Our Guest: Dr. Charles Svendsen, MD, MBA, is the Chief Medical Officer of Astride Health, where he focuses on preventive medicine, longevity, and helping patients reduce their risk of chronic disease through proactive, evidence-based care. His approach combines advanced diagnostics, personalized health strategies, and ongoing coaching to empower individuals to take ownership of their long-term health. Passionate about education and sustainable lifestyle change, Dr. Charles Svendsen works to help people identify health risks early and build habits that support healthier, longer lives.

  6. Jul 21

    Building an Estate Plan That Lasts Across Generations with Chad Halbur (Ep. 9)

    Building wealth is one challenge. Helping it benefit future generations is another. Why does so much family wealth fail to make it beyond the second or third generation? And how can better communication, thoughtful planning, and family values help families create a legacy that lasts longer than the assets themselves? In this episode, Jon Meyer sits down with Chad Halbur, CFA®, CTFA, President and Shareholder of Cornerstone Private Asset Trust Company, to discuss the estate planning decisions that often create unintended family conflict. They explore why trusts are about much more than legal documents, how family conversations can shape better outcomes, why choosing the right trustee matters, and how today’s families are rethinking gifting, trust structures, and legacy planning so future generations are prepared instead of simply receiving an inheritance. Key takeaways: Why communication between generations often shapes estate planning outcomes more than legal documents alone How selecting the wrong trustee can unintentionally create conflict between siblings Why family values should influence trust design instead of relying only on standard legal language How lifetime trusts and early gifting can help families teach financial responsibility over time Why reviewing estate plans regularly helps families adapt as goals, relationships, and priorities evolve And more! Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com  Schedule a Meeting Connect with Chad Halbur: LinkedIn: Chad Halbur Website: Cornerstone Private Asset Trust Company CHalbur@CornerstoneTrust.net  About Our Guest: Chad M. Halbur is President and a shareholder of Cornerstone Private Asset Trust Company, LLC. He is responsible for establishing procedures and the development of day-to-day operations. Chad is our Senior Investment Manager and oversees all accounts and works with clients on strategies to help meet their financial goals and is involved in the implementation and daily management of those strategies. He is a CFA® charterholder and Certified Trust and Financial Advisor. He is also a member of the Twin Cities Society of Security Analysts, Minnesota Financial Planning Association and is a member of the firm’s Investment Committee. He was born and raised in the Twin Cities and completed his undergraduate work at St. Cloud State University. After obtaining a B.S. in finance and a minor in economics, he worked for a large insurance company for several years before joining Boeckermann, Grafstrom & Mayer Wealth Management, LLC in 1999. As Assistant Investment Advisor, Chad handled investment research, due diligence, portfolio design, and implementation of all investment strategies. Chad is married with two children. Chad enjoys hunting, fishing, and vacationing at his family’s cabin.

  7. Jul 7

    What Homeowners Need To Know About Rising Insurance Costs with Crosby Warren (Ep. 8)

    Insurance costs have been rising fast, and many homeowners are wondering what changed.  Why do policies feel more expensive, more restrictive, and harder to understand? In this episode, Jon Meyer talks with Crosby Warren, Insurance Advisor and Partner at Cox Insurance Associates, Inc., about the recent shift in home, auto, and umbrella insurance. Crosby explains why premiums rose, how deductibles and roof coverage have changed, what policyholders should review, and why umbrella and uninsured motorist protection deserve a closer look. Crosby covers: Why home insurance premiums rose sharply after severe weather, inflation, and carrier losses How the market is starting to level off after years of steep renewal increases What homeowners should know about wind, hail, roof, and percentage-based deductibles Why umbrella coverage should be based on exposed assets, not just net worth How policy changes can surprise families when they wait until a claim to review details And more! Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com Schedule a Meeting Connect with Crosby Warren: LinkedIn: Crosby Warren Website: Cox Insurance crosby@coxins.net  About Our Guest: Crosby Warren is an Advisor with Cox Insurance, specializing in insurance solutions and risk management ideas for families who want to protect what matters most to them. His goal is to design insurance programs that offer clients strong value, thoughtful guidance, and reliable service. Crosby believes Cox Insurance is a natural fit because its core values align closely with his own. At the center of his work is a commitment to building genuine relationships with clients and business partners. He takes great pride in his craft and is proud to call Cox Insurance his professional home. With more than seven years of experience, Crosby brings the knowledge and skill needed to serve as a trusted resource in the insurance industry.

  8. Jun 23

    Selling a Business: What Owners Need to Know Before Going to Market with Blake Johnson (Ep. 7)

    Thinking about selling your business someday? The decisions you make years before a transaction can have a major impact on value, buyer interest, and your options when it’s time to move on. What separates a smooth transaction from a frustrating one? And what can business owners do today to prepare for a future sale? In this episode, Jon Meyer sits down with Blake Johnson, President of SealedBid Marketing, to discuss the business sale process from preparation through closing. They explore why owners should start planning years before a transaction, how buyers evaluate risk, and the importance of building a strong management team. Blake also explains common deal challenges, valuation considerations, working capital, quality of earnings reports, and how advisors can help owners align personal goals with financial outcomes.  The conversation also covers current buyer activity and what sellers should expect in today’s M&A market. Key takeaways: Why reducing owner dependence can increase buyer confidence and improve business value How customer concentration and supplier reliance can affect valuation during a sale Why assembling advisors years before a transaction can improve outcomes and preparation How deal terms often matter as much as purchase price when evaluating offers Why quality of earnings reviews can uncover issues before buyers gain negotiating leverage And more! Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com Schedule a Meeting Connect with Blake Johnson: LinkedIn: Blake Johnson Website: SealedBid Marketing bjohnson@sealedbid.com  About Our Guest: For nearly two decades, Blake Johnson has worked closely with sellers, buyers, and advisors to successfully guide M&A transactions in the lower middle market.  He guides clients in their exit and succession planning strategies to optimize outcomes and maximize value. Before joining SealedBid, Blake earned his undergraduate degree from the University of St. Thomas in St. Paul, MN, and gained Sales and Marketing experience with public and start-up companies.  He also holds a Master of Business Administration with an emphasis in corporate finance from the Carlson School of Management at the University of Minnesota. When not at work, Blake enjoys a busy family calendar, weekends at the cabin, and the occasional round of golf.

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About

Welcome to Mastering the 360 Mindset with Jon Meyer from BGM Wealth Partners. In this podcast, we offer a fresh perspective for those who optimize every angle of life – health, wealth, and time. We challenge conventional wisdom, shift mindsets, and bring clarity to the unknown. If you’re willing to invest in a better future for you and your loved ones, this is your space. Tune in to redefine balance, give yourself permission to enjoy life, and take control of what truly matters.

Information

  • Creator
    Jon Meyer
  • Years Active
    2026
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    Copyright ©️ Mastering the 360 Mindset 2025
  • Show Website
    Mastering the 360 Mindset