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

Nathan Mersereau
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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. Redefining Entrepreneurship in the Age of AI with Scott Austin of JadePuma

    12月3日

    Redefining Entrepreneurship in the Age of AI with Scott Austin of JadePuma

    Scott Austin, Owner of JadePuma, joins us to share his journey from military service to entrepreneurship and how his broad experiences across industries and countries shaped his outlook on technology, leadership, and fulfillment. He reflects on the evolution of his career from early days at Microsoft to launching his own ventures, and the philosophy that guides his life and work today. Key Takeaways: 00:00 Introduction. 02:18 Scott delivers action-focused, solution-based conversations. 03:36 AI enhances creativity, efficiency, and problem-solving. 05:01 Always prompt AI to cite sources to avoid misinformation and overconfidence. 08:15 Experience revealed that cultural and personal differences enrich the world. 10:00 Buying decisions often balance price sensitivity with valuable features. 12:18 Returning to San Diego led to a long-awaited leap into entrepreneurship. 15:25 Scott lives by a "leaf in the stream" philosophy, steering with intent. 18:39 Deep, lasting friendships bring the greatest happiness and connection.   Resources Mentioned: JadePuma website https://jadepuma.com/ Shopify Solutions Podcast https://www.shopifysolutionspodcast.com/ GoDaddy https://www.godaddy.com/ Microsoft https://www.microsoft.com/ Porch https://porch.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.   #Leadership #Entrepreneurship #AI #Innovation #Ecommerce

    20 分鐘
  2. From IPOs to Inner Purpose: Redefining Success with Stephen George of Amaze

    11月17日

    From IPOs to Inner Purpose: Redefining Success with Stephen George of Amaze

    Stephen George, Co-Founder and CEO of Amaze, joins us to share how he's helping creators monetize their passions while staying true to their values. He reflects on his entrepreneurial journey, the lessons learned from building mission-driven businesses, and the importance of connecting purpose with profit. Through his experiences, Stephen offers insights into resilience, leadership, and redefining success beyond financial gain. Key Takeaways: 00:00 Introduction. 01:40 Stephen's early role at Groupon sparked his passion for fast-growth startups. 03:23 Groupon's fast pace taught adaptability and lifelong learning. 05:20 A short trip to Africa became a year of adventure and fearless exploration. 08:25 Digital wallet cards connect brands to users without an app. 10:37 True wealth comes from living with purpose and core values. 12:39 Time is the most valuable currency, especially while caring for family. 13:59 A family business background instilled dedication and balance he's embraced. 15:32 The next chapter centers on health, family, and expanding Amaze's impact.   Resources Mentioned: Stephen George https://www.linkedin.com/in/stephencharlesgeorge/ Amaze | LinkedIn https://www.linkedin.com/company/amaze-membership/ Amaze | Website https://amazeme.ai Google Wallet https://wallet.google/ Apple Wallet https://apps.apple.com/us/app/apple-wallet/id1160481993   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. #Entrepreneurship #Leadership #PurposeDriven #StartupJourney #Innovation

    17 分鐘
  3. The Art of Exceptional Service and Client Relationships with Barrett Wright of Hill Robinson Yacht Management

    11月3日

    The Art of Exceptional Service and Client Relationships with Barrett Wright of Hill Robinson Yacht Management

    Barrett Wright, President at Hill Robinson Yacht Management, joins us to explore her 15-year journey in the superyacht industry. Barrett shares how resilience, intuition, and a people-first mindset shaped her leadership approach and how the industry thrives on community, adaptability, and exceptional service. Key Takeaways: 00:00 Introduction. 01:45 Getting fired from her first job unexpectedly launches Barrett's yachting career. 02:43 The tight-knit yachting community makes it easy to stay connected. 04:10 The core draw is the dynamic community and diverse clients. 05:26 Responsiveness and deep listening are key to understanding client needs. 09:00 Taking initiative and communicating directly builds stronger relationships. 11:55 Trusting your gut is essential in an emotional industry. 15:29 Managing a team requires patience, thoughtfulness, and self-control. 17:31 Challenging moments teach self-awareness and the value of starting fresh. Resources Mentioned: Barrett Wright https://www.linkedin.com/in/barrett-wright-9b2bb3b4/ Hill Robinson Yacht Management | LinkedIn https://www.linkedin.com/company/hill-robinson-yacht-management/ Hill Robinson Yacht Management | Website https://hillrobinson.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.   #Leadership #YachtingIndustry #ClientService #Adaptability #BusinessGrowth

    19 分鐘
  4. Reinventing How We Work, Learn, and Connect In the Age of AI with David Steigelfest of PB Heart

    10月20日

    Reinventing How We Work, Learn, and Connect In the Age of AI with David Steigelfest of PB Heart

    David Steigelfest, Founder and CEO of PB Heart, joins us to discuss how AI is reshaping entrepreneurship, software development, and the future of education and employment. David shares how building a product as a solo founder is now possible thanks to rapidly evolving AI tools, what this means for the broader workforce, and why adaptability, connection, and purpose are more crucial than ever in an increasingly automated world. Key Takeaways: 00:00 Introduction. 01:35 David shares his shift from leading companies to building as a solopreneur. 02:59 Decades spent turning business needs into software products. 04:54 Rapid progress over six months shows how quickly technology is evolving. 05:41 Complex teamwork is now condensed into one role with modern tools. 07:38 Concerns grow about AI eliminating jobs rather than just changing them. 10:26 Working alone offers freedom but underscores the need for connection. 13:32 Anticipating impact is difficult when technology growth is accelerating rapidly. 14:22 Adapting to rapid change requires bold action rather than parallel strategies. Resources Mentioned: David Steigelfest https://www.linkedin.com/in/davidsteigelfest/ PB Heart | LinkedIn https://www.linkedin.com/company/pb-heart/ PB Heart | Website https://www.pbheart.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.   #ArtificialIntelligence #FutureOfWork #Innovation #Entrepreneurship #Solopreneur

    16 分鐘
  5. Building an Outdoor Lifestyle Brand with Stephen Sullivan of Stio®

    10月6日

    Building an Outdoor Lifestyle Brand with Stephen Sullivan of Stio®

    We sat down with Stephen Sullivan, Founder and CEO of Stio®, to share his journey from building outdoor apparel brands to shaping one of today's most authentic lifestyle companies. Stephen reflects on entrepreneurship, maintaining brand identity through growth, and the pursuit of true wealth beyond financial success. Key Takeaways: 00:00 Introduction. 01:34 Stio® expands through e-commerce, retail, and wholesale. 03:23 The brand launched in 2012 with a catalog, website, and store. 05:58 Even without certainty, experience brings confidence. 09:09 Protecting brand identity becomes harder as the company scales. 11:02 A move from the Midwest to Colorado sparked an outdoor passion. 13:56 Life in Jackson, ski town jobs, and launching a first business. 15:02 True wealth means balance. 16:48 True wealth is to be found outdoors. Resources Mentioned: Stephen Sullivan https://www.linkedin.com/in/stephen-sullivan-25695010/ Stio® | LinkedIn https://www.linkedin.com/company/stio-/ Stio® | Website https://www.stio.com/?utm_source=&utm_medium=st-organic-social&utm_campaign=st-product "Good to Great" by Jim Collins https://www.amazon.com/Good-to-Great-Jim-Collins-audiobook/dp/B003VXI5MS/   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. #BrandIdentity #DirectToConsumer #Omnichannel #OutdoorIndustry #Profitability

    18 分鐘
  6. Exploring Alzheimer's, Parkinson's, and Brain Health Solutions with Christer Rosén of Jupiter Neurosciences, Inc.

    9月22日

    Exploring Alzheimer's, Parkinson's, and Brain Health Solutions with Christer Rosén of Jupiter Neurosciences, Inc.

    We sit down with Christer Rosén, Chairman, CEO and Founder of Jupiter Neurosciences, Inc., a clinical-stage biotech company developing therapies for brain inflammation and mitochondrial dysfunction. With decades of entrepreneurial experience, Christer shares his journey from computer science to pharmaceuticals and biotechnology, and his mission to create impactful treatments for neurological diseases such as Alzheimer's and Parkinson's.    Key Takeaways: 00:00 Introduction. 01:41 Christer shifts from computer science to biotech, founding EffRx Pharmaceuticals. 03:42 A patented micellar formulation achieves nine times higher bioavailability. 08:16 Biohackers stress eight hours of quality sleep for brain health. 10:10 Early ventures show the value of surrounding yourself with the best people. 13:55 Christer learns the value of doing your homework when opening a restaurant in the US.  15:41 True wealth for Christer is family and time with grandchildren. 17:26 A natural compound with strong data leads to a new nutraceutical line. 18:45 Nutraceuticals offer affordable access and broad patient benefits.   Resources Mentioned: Christer Rosén https://www.linkedin.com/in/christer-ros%C3%A9n-23ab083/ Jupiter Neurosciences, Inc. | LinkedIn https://www.linkedin.com/company/jupiterneurosciences/ Jupiter Neurosciences, Inc. | Website https://jupiterneurosciences.com/ EffRx Pharmaceuticals SA | Website  https://www.effrx.com/ National Institute on Aging | Website https://www.nia.nih.gov/ Murdoch Children's Research Institute https://www.mcri.edu.au/   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.   #Biotech #NeuroScience #BrainHealth #Innovation #HealthTech

    20 分鐘
  7. Exploring Human-to-AI Conversations with Kwindla Hultman Kramer of Daily

    9月8日

    Exploring Human-to-AI Conversations with Kwindla Hultman Kramer of Daily

    We're joined by Kwindla Hultman Kramer, CEO and Co-Founder of Daily. Kwin shares how his career has been shaped by a love for technology and building real-time communication platforms. He reflects on lessons learned from entrepreneurship, the opportunities and challenges presented by AI, and his perspective on balancing optimism with realism as the future unfolds. Key Takeaways: 00:00 Introduction. 01:40 Kwindla was inspired by his parents to pursue real-time video. 03:35 Daily began in 2015 to simplify real-time video and audio. 07:35 LLMs offer benefits but will drive major economic shifts. 09:07 AI-generated content and voice cloning pose new risks to trust and security. 11:51 Selling to big companies requires learning through experience. 14:05 Startups need bold vision and flexibility as markets evolve. 16:19 True wealth is family, health, and the privilege of meaningful work. 18:35 Daily is adapting its tools to support LLMs like human communication. Resources Mentioned: Kwindla Hultman Kramer https://www.linkedin.com/in/kwkramer/ Daily | LinkedIn https://www.linkedin.com/company/dailyco/ Daily | Website https://www.daily.co/ MIT Media Lab https://www.media.mit.edu/   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.   #Technology #AI #VideoTechnology #Telehealth #Innovation

    20 分鐘
  8. One Plus One Equals Four: The Power of Partnership With Lindsay Droz and Kristi Lord of L'AVANT Collective

    8月25日

    One Plus One Equals Four: The Power of Partnership With Lindsay Droz and Kristi Lord of L'AVANT Collective

    We sit down with Lindsay Droz and Kristi Lord, Co-Founders of L'AVANT Collective, a company redefining luxury in the natural cleaning space. They share how personal motivation, health concerns, and a commitment to aesthetics sparked the creation of their brand. From balancing entrepreneurial grit with family life to championing collaboration among female founders, Lindsay and Kristi guide us through the origins of L'AVANT Collective, lessons from partnership, and what true fulfillment looks like in business and life.  Key Takeaways: 00:00 Introduction 01:42 L'AVANT is born from a desire to build something purposeful. 04:21 Launched in 2021 with help from Shopify and independent partners. 07:36 Customer love fuels them; a strong co-founder softens the lows. 10:31 Strong partnerships start with self-awareness and complementary skills. 12:16 One plus one equals four; partnerships thrive by complementing each other. 14:33 Female founders grow by collaborating and lifting each other up. 16:15 For women, the mental load at home remains; true balance doesn't exist. 18:53 Discomfort drives growth — and that's what fuels happiness.   Resources Mentioned: Lindsay Droz https://www.linkedin.com/in/lindsaydroz/ Kristi Lord https://www.linkedin.com/in/kristilord/ L'AVANT Collective Website https://lavantcollective.com/ Shopify https://www.shopify.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.   #Entrepreneurship #FemaleLeaders #CleanBeauty #FounderStory #WomenInBusiness

    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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