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

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

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. Mastering Fine Art and Commercial Photography with Audrey Hall of Audrey Hall Photography

    3 天前

    Mastering Fine Art and Commercial Photography with Audrey Hall of Audrey Hall Photography

    Joining us on this episode is photographer, writer, and filmmaker Audrey Hall, owner of Audrey Hall Photography. Audrey shares her journey from architecture to photography and her insights on balancing creative passion with financial success. She explores the interplay between art and business, emphasizing the value of both solitude and collaboration in her creative process.   Key Takeaways: (01:29) Artists face misconceptions about valuing and monetizing their creative work. (02:20) Pivoting from architecture to photography because of a desire for creative immediacy. (05:28) The cost of photography reflects both the artist’s self-worth and market perception. (07:06) A photographer’s insight on capturing the layered personalities of subjects. (08:31) Valuing the interplay of collaboration and introspection in the creative process. (09:54) Blending film and digital aesthetics in photography. (11:53) Drawing inspiration from what it means to be a woman today. (16:46) Defining wealth as having the freedom to care for oneself and one’s family.   Resources Mentioned: Audrey Hall - https://www.linkedin.com/in/audreyhallphotography/ Audrey Hall Photography - https://www.audreyhall.com/ "Bison: Portrait of an Icon" by Chase Reynolds Ewald (Author) and Audrey Hall (Photographer) - https://a.co/d/9OyHpt9 Western Design Conference - https://westerndesignconference.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.       #FinancialPlanning #PersonalGrowth #EntrepreneurshipInsights #WorkLifeBalance #BusinessStrategy

    18 分鐘
  2. Crafting Artful Stories in Metal with Chrissy Glenn, Metal Sculptress

    2月17日

    Crafting Artful Stories in Metal with Chrissy Glenn, Metal Sculptress

    Chrissy Glenn, Metal Sculptress, shares her journey from gallery curator to becoming a full-time artist working with metal. Inspired by nature and her apprenticeship with Val Bertoia, Chrissy explains how she found her passion for handmade metalwork and transformed it into wearable art.   Key Takeaways: (01:40) Artistic ideas are sparked by immersion in natural environments. (03:34) Designing functional yet aesthetic connectors posed a significant challenge to Chrissy. (06:48) Exposure to oxyacetylene torches encouraged exploration of metal sculpting. (08:31) Meeting other artists can fuel creativity and deepen art appreciation. (11:44) The West’s unique culture encouraged Chrissy’s exploration of wearable metal art. (14:25) Taking small steps toward your passion can open doors.   Resources Mentioned:   Chrissy Glenn -  https://www.chrissyglenn.com/ Metal Sculptress | Instagram - https://www.instagram.com/chrissyglennsculptress/ Western Design Conference - https://westerndesignconference.com/ Kutztown University - https://www.kutztown.edu/ Val Bertoia Studio - https://www.instagram.com/explore/locations/168085056602541/val-bertoia-studio/     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.     #Personal Growth #Entrepreneurship Insights #Business Strategy

    17 分鐘
  3. Embracing Emotional Generosity with Shasheen Shah of Coherent Strategies LLC

    2月3日

    Embracing Emotional Generosity with Shasheen Shah of Coherent Strategies LLC

    In this episode, Shasheen Shah, CEO of Coherent Strategies LLC, delves into the journey of aligning success with personal fulfillment. Shasheen discusses the importance of emotional generosity, the power of true human connection, and his approach to redefining wealth beyond financial measures. He also shares his insights on breaking free from distractions to find clarity and purpose.   Key Takeaways: (04:16) Shasheen’s journey reveals that understanding people is the real challenge. (06:54)  True growth often requires breaking free from distractions and facing inner challenges. (09:45) Freedom is found by looking inward, viewing life as a mirror for self-discovery. (11:41) Our external world often reflects internal beliefs shaped early in life. (13:32) Traits driving success can also limit fulfillment, creating a cycle that’s hard to break. (15:18) Effective leadership requires versatility, not just reliance on one tool. (16:49) Growth often requires honest feedback and self-reflection. (18:13) Facing uncomfortable truths about oneself demands real courage. (20:11) True wealth is found in daily connections and being present with others.   Resources Mentioned: Shasheen Shah - https://www.linkedin.com/in/shasheen/ Coherent Strategies LLC - https://www.shasheen.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.     #LeadershipInsights #TrueWealth #SelfAwareness #EmotionalIntelligence #MindfulLeadership #PersonalGrowth

    20 分鐘
  4. Crafting a Life by Design with c of Ellie Thompson & Co Jewelry

    1月20日

    Crafting a Life by Design with c of Ellie Thompson & Co Jewelry

    Ellie Thompson, a renowned jewelry designer and business owner, shares her journey from working as a teenage shop girl to founding her jewelry shop, Ellie Thompson & Co. Ellie discusses the importance of balancing creativity and entrepreneurship, and how designing jewelry with personal meaning aligns with her purpose. Key Takeaways: (01:31) Ellie’s journey from shop girl to entrepreneur. (02:37) Balancing creative freedom with business operations. (03:49) The importance of designing your life before your business. (05:27) Four pivotal moments shaped Ellie’s journey and jewelry style. (09:11) Embracing serendipity as a part of personal and professional growth. (10:57) Finding purpose in everyday positive connections. (13:30) Personal connections and color evoke memories. (14:41) Auctions blend competition, value, and personal connection. (16:28) Embracing new work, travel, and holiday community events.   Resources Mentioned: Ellie Thompson - https://www.linkedin.com/in/ellie-thompson-0842528/ Thompson & Co. | LinkedIn - https://www.linkedin.com/company/ellie-thompson-&-co/ Ellie Thompson & Co. | Website - https://www.elliethompsonco.com/ Western Art Week - https://westernartweek.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.   #CreativeJourney #TextileDesign #InspiredByNature #CreativeProcess #WomenInArt

    18 分鐘
  5. Finding Purpose and Maximizing Longevity and Happiness with Dan Buettner of Blue Zones

    1月6日

    Finding Purpose and Maximizing Longevity and Happiness with Dan Buettner of Blue Zones

    We’re joined by Dan Buettner,  National Geographic Explorer and founder of Blue Zones LLC, to discuss the keys to longevity, purpose, and living a healthier, more fulfilling life. A New York Times bestselling author, Guinness World Record holder in distance cycling, and Emmy award-winning Netflix series creator, Dan shares insights on living a longer, healthier life. From the origins of the five Blue Zones to the impact of his work in improving public health across America, Dan’s journey is an inspiring blend of exploration, science, and impact. He offers practical advice for thriving every day. Key Takeaways: (01:36) Blue Zones highlight common habits for living longer, healthier lives. (02:44) Fewer than 25% of Americans move 20 minutes daily. (05:08) The healthiest foods are the cheapest: whole plant-based foods. (07:27) Humans evolved to move constantly, not sit all day. (10:08) Blue Zones emphasize committed social circles for strong support. (12:55) Long-term longevity depends on daily habits, not quick fixes. (14:39) People in Blue Zones have a clear vocabulary for purpose. (16:54) Happiness is measured by life satisfaction and life experience. (19:07) Unhealthy friends increase your chances of being unhealthy.   Resources Mentioned: Dan Buettner - https://www.linkedin.com/in/danbuettner/ Blue Zones LLC - https://www.linkedin.com/company/bluezoneskitchen/ Blue Zones Kitchen - https://bluezoneskitchen.com/ Gallup​ - https://www.gallup.com National Geographic - https://www.nationalgeographic.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.     #Longevity #BlueZones #HealthyLiving #PlantBasedDiet #HealthyHabits

    21 分鐘
  6. Inspiration From Nature to Fashion with Elyse Allen of Elyse Allen Textiles

    2024/12/16

    Inspiration From Nature to Fashion with Elyse Allen of Elyse Allen Textiles

    In this conversation, we’re joined by Elyse Allen, Owner of Elyse Allen Textiles. Elyse shares her creative journey from sculpture to textiles, her inspiration from nature, and the value of community and family support in pursuing a fulfilling life in the arts. Key Takeaways: (01:35) Building a cashmere business rooted in passion and organic inspiration. (03:43) An artistic family background nurtures a natural creative path. (06:55) The power of taking immersive creative retreats. (08:10) Exploring multiple art forms led to a lasting passion for textiles. (10:50)  Experimentation, even with failures, sparks true creativity. (15:06) Support from trusted mentors builds confidence to pursue goals. (15:45) Building confidence through small, steady growth. Resources Mentioned: Elyse Allen - https://www.linkedin.com/in/elyse-allen-2919a214/ Elyse Allen Textiles - https://www.elyseallentextiles.com/ Haystack Mountain School of Crafts - https://www.haystack-mtn.org/ Coral and Tusk - https://coralandtusk.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. #CreativeJourney #TextileDesign #InspiredByNature #CreativeProcess #WomenInArt

    19 分鐘
  7. Embracing Change After a Life in Medicine with Dr. Joseph Hunstad of HKB Cosmetic Surgery

    2024/12/09

    Embracing Change After a Life in Medicine with Dr. Joseph Hunstad of HKB Cosmetic Surgery

    We’re joined by Dr. Joseph Hunstad, Past President and Owner of HKB Cosmetic Surgery. Dr. Hunstad reflects on his journey from a leading plastic surgeon to embracing a fulfilling retirement. He shares the lessons learned throughout his career and the importance of planning for a meaningful life beyond work.   Key Takeaways: (02:15) Finding a passion for plastic surgery in medical school. (05:41) The transition from a reconstructive to cosmetic-focused practice. (08:25) Importance of preparing for retirement with outside interests. (12:02) Overcoming the challenges of adjusting to post-retirement life. (15:45) How volunteering and giving back bring fulfillment. (18:33) Advice for young professionals on finding their calling. (21:10) Why having a sense of purpose is crucial for happiness.   Resources Mentioned: Dr. Joseph Hunstad - https://www.linkedin.com/in/joseph-hunstad-69970229/ HKB Cosmetic Surgery - https://hkbsurgery.com/ Adventures with Dr. Joe YouTube Channel - https://www.youtube.com/@JosephHunstad The Aesthetic Society - https://www.theaestheticsociety.org   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.

    21 分鐘
  8. Combining Barbecue and Philanthropy for Good with Russell Budd of PBS Contractors

    2024/11/25

    Combining Barbecue and Philanthropy for Good with Russell Budd of PBS Contractors

    True wealth isn’t just about money — it’s about choices, relationships, and making a lasting impact. Russell Budd, Founding Partner of PBS Contractors, shares his journey of balancing professional success with meaningful contributions to the Naples community. From advocating for mental health to hosting impactful community events, Russell provides actionable insights on living with purpose and making a difference.   Key Takeaways: (01:36) Lifelong ties to Naples inspire work to better the community. (02:21)  Marine biology turned to construction management (04:14) Leadership Collier deepened understanding of Naples and sparked greater community engagement. (07:21) Hosting barbecues combines a passion for cooking with raising funds for mental health. (09:12) Farm City Barbecue unites 2,000 attendees to support Naples youth charities. (11:31) Building community impact starts with like-minded people and shared goals. (13:39) Mental health treatment needs outpace resources, creating a critical care gap. (15:24) Mentoring future leaders is key to Russell’s five-year community vision. (17:34) Russell defines true wealth as faith, family, friends, and meaningful work.   Resources Mentioned: Russell Budd - https://www.linkedin.com/in/russellabudd/ PBS Contractors LinkedIn - https://www.linkedin.com/company/pbs-construction-inc-/ PBS Contractors website - https://www.pbscontractors.com David Lawrence Centers for Behavioral Health - https://davidlawrencecenters.org/ NAMI Collier County - https://namicollier.org/ Farm City BBQ - https://www.farmcitybbq.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.   #LeadershipInsights #TrueWealth #SelfAwareness #EmotionalIntelligence #MindfulLeadership #PersonalGrowth

    20 分鐘
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簡介

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.

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