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

Nathan Mersereau
  • 5.0 (27)
  • 投资
  • 两周一更
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. 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 分钟
  2. 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 分钟
  3. 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 分钟
  4. 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 分钟
  5. The Power of Humility in Leadership with Denise Ilitch of Ilitch Enterprises, LLC

    2024/11/11

    The Power of Humility in Leadership with Denise Ilitch of Ilitch Enterprises, LLC

    We’re joined by Denise Ilitch, President of Ilitch Enterprises, to explore her journey in business, leadership, and community impact. Denise shares insights from her upbringing in the entrepreneurial Ilitch family and reflects on her experiences building a legacy in Detroit. From the importance of calculated risks to maintaining a strong community focus, Denise’s wisdom offers a fresh perspective on balancing professional and personal priorities. Key Takeaways: (02:38) The story behind naming Little Caesars. (03:28) Denise worked closely with her father in the business. (05:24) The reasons behind the decision to franchise. (08:30) Learning the value of calculated risks. (12:18) The importance of giving back to the community. (16:15) Advice for facing adversity with resilience. (19:05) Keep work in perspective — it isn’t everything. Resources Mentioned: Denise Ilitch - https://www.linkedin.com/in/denise-ilitch-4013aa2a/ Little Caesars - https://littlecaesars.com/en-us/ University of Michigan - https://umich.edu/ The Skillman Foundation - https://www.skillman.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. #LeadershipJourney #CommunityImpact  #CalculatedRisks  #Entrepreneurship #LeadershipInsights

    20 分钟
  6. Modernizing Classics with Jonathan Ward of ICON

    2024/10/31

    Modernizing Classics with Jonathan Ward of ICON

    In this episode, host Nathan Mersereau speaks with Jonathan Ward, CEO of ICON4x4. Jonathan shares his journey from restoring vintage vehicles to building a thriving business that combines nostalgia with modern functionality. He discusses the challenges of balancing creativity with business demands and the importance of staying true to his vision. Key Takeaways: (06:31) Mr. Toyoda’s surprising visit to the shop. (10:13) The appeal of nostalgia in classic cars. (14:44) Balancing modern features with vintage design. (18:44) Culture and diversity as a driving force in growth. (22:12) Building a business rooted in craftsmanship. (25:50) Crafting humanity despite market pressures. Resources Mentioned: Jonathan Ward - https://www.linkedin.com/in/jonathan-ward-b3750353/  ICON Website - https://www.icon4x4.com/about-icon/ Toyota Global - https://global.toyota/ Pendleton Woolen Mills - https://www.pendleton-usa.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. #VintageRestoration #IndustrialDesign #ClassicCars #AutomotiveCraftsmanship

    27 分钟
  7. Building Wealth Through Creativity: Insights From a Live Panel with Artists: Elyse Allen, Jonathan Ward, Chrissy Glenn, and Doug Nordberg

    2024/10/21

    Building Wealth Through Creativity: Insights From a Live Panel with Artists: Elyse Allen, Jonathan Ward, Chrissy Glenn, and Doug Nordberg

    We’re joined by an incredible panel of creative entrepreneurs to explore the challenges and rewards of turning passion into a successful business. Elyse Allen, owner of Elyse Allen Textiles, Jonathan Ward, Founder and Industrial Designer at ICON, Chrissy Glenn, master Metal Sculptress, and Doug Nordberg, Furniture Designer at Nordberg Furniture, each share their journey of building unique brands, embracing creativity, and navigating the balance between business and art. Key Takeaways: (03:16) Elyse shares her perspective on balancing creativity and business growth. (10:42) Jonathan reflects on letting go of control in his business. (15:33) Chrissy discusses the importance of focusing on quality over quantity. (20:06) Doug talks about finding joy in the creative process despite business pressures. (28:45) Elyse explains how she balances seasonal production with personal creative time. (36:00) Jonathan talks about the need to delegate tasks to grow a brand. (45:18) Chrissy shares her journey of transitioning from galleries to independent work. (50:03) Doug emphasizes the importance of stepping back to enjoy creative freedom.   Resources Mentioned: Elyse Allen Textiles - https://www.elyseallentextiles.com/ ICON - https://www.icon4x4.com/about-icon/our_story Chrissy Glenn’s Sculptures - https://www.chrissyglenn.com/ Nordberg Furniture - https://nordberggallery.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.       #CreativeWealth #ArtAndDesign #BusinessSuccess #PlanningAlternatives

    31 分钟
  8. Finding Meaning and Purpose in Your Wealth Journey with Julie Colwell of the Evolutionary Power Institute

    2024/09/25

    Finding Meaning and Purpose in Your Wealth Journey with Julie Colwell of the Evolutionary Power Institute

    In this episode, Julie Colwell,  Psychologist, Founder, and Director of the Evolutionary Power Institute, shares insights into redefining wealth beyond money. Julie discusses how energy, health and purpose play vital roles in living a fulfilled life. She emphasizes the importance of aligning personal energy with meaningful experiences, while also touching on the role of relationships and creativity in true wealth. Key Takeaways: (02:18) Money can be overemphasized, and it's easy to forget about other forms of energy. (02:45) We have a limited amount of energy, and how we invest it determines our return. (05:48) People often sacrifice their health to make money, but there should be a limit. (15:27) Without health, nothing else in your life can truly thrive. (16:48) Possibility makes life interesting and fun — it’s essential for long-term fulfillment. (18:30) Creativity allows you to access new ideas and possibilities that keep life exciting. (24:12) True wealth has nothing to do with money; it’s about meaning and purpose. Resources Mentioned: Julie Colwell - https://www.linkedin.com/in/julie-colwell-67a966264/ Evolutionary Power Institute - https://www.linkedin.com/company/evolutionary-power-institute/ The Energy of Money by Maria Nemeth - https://energyofmoney.com/ Gay and Katie Hendricks' Work - https://hendricks.com/   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. 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. #FinancialPlanning #PersonalGrowth #Work-LifeBalance

    25 分钟
查看全部 65 集

5
共 5 分
27 个评分

关于

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.

信息

若要收听包含儿童不宜内容的单集，请登录。

关注此节目的最新内容

登录或注册，以关注节目、存储单集，并获取最新更新。
选择国家或地区

非洲、中东和印度

亚太地区

欧洲

拉丁美洲和加勒比海地区

美国和加拿大