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

Nathan Mersereau
  • ٥٫٠ (٢٧)
  • استثمار
  • مرتان في الشهر

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

    قبل يوم واحد

    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

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

    ٢٥ أغسطس

    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

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  3. The High Cost of Hustle, and the Healing That Followed with Kateri Karp of CEO Coaching International

    ١١ أغسطس

    The High Cost of Hustle, and the Healing That Followed with Kateri Karp of CEO Coaching International

    Kateri Karp, Director of Marketing and Communications at CEO Coaching International, joins us to explore her extraordinary personal and professional journey. From a fast-paced media career in New York to surviving multiple rounds of cancer — including emergency brain surgery — Kateri shares how she finds meaning, resilience, and gratitude in every stage of life. She also discusses the importance of open conversations about money, the value of supportive relationships, and how a major health crisis shifted her outlook on success, work, and true wealth.     Key Takeaways: (02:15) “The Devil Wears Prada” sparks Kateri’s “Glamour” magazine dream. (03:48) Thyroid cancer spreads to both lungs just before a planned move to LA. (05:38) Unusual symptoms show the danger of vague reassurances. (07:47) Devastating news prompts an urgent call for mental health support. (09:28) Brain surgery brings deep gratitude after years of silent struggle. (12:22) Past setbacks build resilience for life’s biggest challenges. (14:09) Inner strength turns despair into determination within hours. (16:07) Curiosity about money fuels a belief in open financial conversations.   Resources Mentioned: Kateri Karp https://www.linkedin.com/in/kateri-karp-a1888011/ CEO Coaching International |LinkedIn https://www.linkedin.com/company/ceo-coaching-international/ CEO Coaching International |Website https://ceocoachinginternational.com/ Ramit Sethi’s | Website https://www.iwillteachyoutoberich.com/ “How to Get Rich” – Netflix https://www.netflix.com/ph-en/title/81410436   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 #CancerSurvivor #MentalHealthAwareness #CareerJourney #HealthIsWealth #PersonalGrowth

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  4. How a NASA Scientist Found Fulfillment in Children’s Books with Kathryn Clark of the University of Michigan

    ٢٨ يوليو

    How a NASA Scientist Found Fulfillment in Children’s Books with Kathryn Clark of the University of Michigan

    Kathryn Clark, Ph.D., Adjunct Associate Research Scientist in the Department of Aerospace Engineering of the University of Michigan, reflects on her extraordinary journey through NASA, academia, and now children’s literature. She shares stories of launching science experiments on the space shuttle, landing an F-18 on an aircraft carrier, and inspiring the next generation through her books. Kathryn’s career path is anything but linear. It’s marked by bold moves, unexpected opportunities, and a deep passion for space and education.  Key Takeaways: (02:22) Space shuttle launches and celebrity visits marked her early NASA years. (03:18) Flying on the KC-135 “Vomit Comet” was both challenging and exhilarating. (07:56) The youngest researcher to send pregnant rats into space. (11:37) Astronauts' faces puff up in space due to fluid shifts and lack of gravity. (14:10) NASA tracks thousands of space debris pieces larger than a fist. (15:32) A joke for her nephews grew into science-themed children’s books. (18:08) True wealth is the freedom to share your passion without pressure. (20:06) Sneezing in space shows kids how physics works — with a laugh. Resources Mentioned: University of Michigan | Website International Space Station Apollo 11 “Skyler Space Adventures” by Auntie KC Auntie KC | Website Auntie KC email: auntiekc4@gmail.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.   #SpaceExploration #NASA #AerospaceEngineering #AstronautLife #KidsInSTEM

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  5. From Spy Missions to Strategy Labs: Designing With Intention with Janet T. Planet of INTERPLANETARY INC

    ١٤ يوليو

    From Spy Missions to Strategy Labs: Designing With Intention with Janet T. Planet of INTERPLANETARY INC

    We sit down with Janet T. Planet, Principal and Founder of INTERPLANETARY INC., to explore the powerful connection between personal creativity and professional innovation. From opera stages and fashion runways to global consulting and experience design, Janet’s journey is anything but ordinary. She shares how embracing curiosity, honoring constraints, and rewriting internal “shoulds” can unlock deeper purpose.   Key Takeaways:   (02:03) Janet begins in opera, then pivots to engineering and fashion. (04:25) “No bad ideas” gives way to focused creativity through constraints. (06:04) Virgin Voyages was created to attract people who avoid cruises. (08:29) Directed journaling reveals purpose through repeated daily questions. (10:00) Repeating prompts peel back the “shoulds” and reveal deeper truths. (11:30) A playful name becomes a reminder to others not to take life too seriously. (13:24) Spy Day kicked off as an immersive London adventure with custom roles. (15:11) Innovation begins by mapping needs across the ecosystem.   Resources Mentioned:   INTERPLANETARY INC website https://www.interplanetary.world Virgin Voyages https://www.virginvoyages.com/ Nestlé https://www.nestle.com/ Queen’s University https://www.queensu.ca/ UFT Opera School https://uoftopera.ca/ British Museum https://www.britishmuseum.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.   #Innovation #Creativity #DesignThinking #HumanCenteredDesign #ExperienceDesign

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  6. The Power of Storytelling, Spaces, and Spark with Graham Veysey of Aspen Ideas Festival

    ٣٠ يونيو

    The Power of Storytelling, Spaces, and Spark with Graham Veysey of Aspen Ideas Festival

    Graham Veysey, Executive Director and Producer of Aspen Ideas Festival, joins us to explore the value of building community and designing meaningful experiences. As a serial entrepreneur, Graham brings a multidisciplinary mindset to leadership and neighborhood development. He reflects on life lessons from public service, creative partnerships with his wife, and cultivating spaces where connection thrives.  Key Takeaways: (01:49) Graham chases the energy, and now leads the Aspen Ideas Festival. (05:14) Chasing energy means turning meaningful ideas into tangible outcomes. (09:50) Shared stories spark connections and build grassroots communities. (12:22) Working with his wife adds balance, precision, and design thinking. (13:56) A casual suggestion led to a standout bamboo art installation at the festival. (16:06) A bold congressional run hinged on splitting the vote and outsider appeal. (18:00) Graham returned to Cleveland seeking deeper roots. (21:54) Fulfillment is raising happy, healthy kids and deepening family connection. Resources Mentioned: Graham Veysey https://www.linkedin.com/in/grahamveysey/ Graham + Fisk's Wine-In-A-Can | Website https://grahamandfisk.com/ Aspen Ideas Festival https://www.aspenideas.org/ Partners In Health https://www.pih.org/ IDEO.org http://IDEO.org Rising Star Coffee Roasters https://risingstarcoffee.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 #CommunityBuilding #DesignThinking #Entrepreneurship #Fulfillment

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  7. Aligning Purpose and Profit in Climate Action with Matt Ward of 4WARD

    ١٦ يونيو

    Aligning Purpose and Profit in Climate Action with Matt Ward of 4WARD

    We’re joined by Matt Ward, Founder and CEO of 4WARD, a global platform connecting climate and sustainability innovators across industries. Matt shares his entrepreneurial journey from e-commerce ventures and manufacturing to purpose-driven work focused on building networks that accelerate climate solutions.   He explains how his drive for impact led to creating 4WARD.earth, a platform that fosters collaboration between startups, investors, researchers, and corporates across 60+ cities. Through this work, Matt challenges conventional thinking around consumption, fulfillment, and the role of community in solving big environmental challenges.     Key Takeaways:   (01:34) How Matt left engineering for entrepreneurship after rejecting corporate life. (04:07) Entrepreneurship isn’t for everyone. Follow advice from those ahead of you. (08:01) How climate failure and global crisis drive 4WARD’s mission. (10:48) Community grows form local to global through shared purpose. (14:18) Reusing and shared ownership reduce waste more effectively than recycling alone. (17:22) Repurposed EV batteries offer a practical alternative for energy storage. (19:29) 4WARD connects sectors to cut carbon and boost impact.   Resources Mentioned:   4WARD website   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.   #Sustainability #ClimateAction #Entrepreneurship #PurposeDriven #CleanTech

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  8. Creating Safe Spaces for Mental Health Conversations with Jason Reid of National Services Group, Inc.

    ٢٦ مايو

    Creating Safe Spaces for Mental Health Conversations with Jason Reid of National Services Group, Inc.

    Our host Nathan Mersereau sits down with Jason Reid, Co-Founder of National Services Group, Inc., to discuss his journey into mental health advocacy following the loss of his son. Jason shares how this tragedy led him to create tools and programs to support families, schools, and companies in opening meaningful conversations around mental health. Jason explains how parents can take more ownership of their children’s mental wellness and how listening, without trying to fix anything, is the first step toward helping those in crisis.  Key Takeaways: (02:18) Jason shares the story behind the creation of Tell My Story after losing his son Ryan. (06:44) Mental illness is often invisible — comparable to any other disease. (09:34) We can’t fix mental health struggles; we can only be present and listen. (13:37) People in crisis seek a lifeline, not solutions. (15:23) The weight of the world — news, climate, conflict — affects children more than we realize. (16:32) A simple card deck sparks meaningful parent-child conversations. (17:26) Music becomes a non-threatening way to open emotional dialogue. (20:12) Stronger family connections are a surprising outcome of shared grief. Resources Mentioned: Jason Reid https://www.linkedin.com/in/jasonrreid/ National Services Group, Inc. https://www.linkedin.com/company/national-services-group-inc./ Tell My Story https://www.tellmystory.org "What I Wish My Parents Knew" https://tellmystory.org/our-programs/what-i-wish-my-parents-knew/ "The Hot Lava Game" TEDx Talk https://www.youtube.com/watch?v=p24x5mIIMeQ Uplift at Work https://www.upliftatwork.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.   #MentalHealthAwareness #SuicidePrevention #MentalHealthMatters #ParentingSupport #EmotionalWellbeing

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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.

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