Beyond the Balance

TradeWinds
  • 5.0 (8)
  • INVESTING
  • UPDATED BIWEEKLY

Brought to you by TradeWinds, Beyond the Balance goes deeper than dollars and cents, exploring how our financial choices shape our lives, relationships, and happiness. Each episode features real conversations with guests from all walks of life; advisors, entrepreneurs, parents, and everyday people that talk about what balance really means in money and in life. Because true wealth isn’t just what’s in your account, it’s what makes life meaningful.

  1. FEB 4

    Beyond the Balance: Turning Energy Into Impact, Relationships, and Real Growth with Larry Long Jr.

    In this episode of Beyond the Balance, Mike Manganillo sits down with Larry Long Jr., a global keynote speaker, author of Jolt, and former University of Maryland baseball player to explore what real growth looks like beyond titles and numbers. Larry shares his path from athletics to sales, the mindset shift that came after getting let go in 2021, and how coaching, mentorship, and intentional relationships helped him bet on himself. They discuss integration over balance, relationship-driven sales, and why caring more, listening better, and doing the little things consistently can create lasting impact. An energizing and honest conversation about growth, confidence, and building success that actually feels fulfilling.

    22 min

  2. JAN 21

    Beyond the Balance: Starting a Business Without Quitting Your Day Job with Shannon Thomas

    In this episode of Beyond the Balance, host Mike Manganillo talks with Shannon Thomas, co-founder of Fratelli's Delicatessen in Apex, North Carolina, about what it really takes to start a business while maintaining a full-time corporate career. Shannon shares her journey from international finance and Wall Street to IT tech sales at Red Hat and Pure Storage—all while launching a family-owned deli rooted in community, tradition, and great food. We explore the realities of small business financing, overcoming COVID-era setbacks, adapting quickly after opening day, and why listening to your customers is one of the most important skills an entrepreneur can develop. This conversation is honest, relatable, and packed with insight for anyone considering entrepreneurship, building a side business, or trying to balance work, family, and personal ambition. Because true wealth isn’t just about dollars—it’s about decisions, resilience, and the community you build along the way.

    14 min

  3. JAN 7

    Beyond the Balance: Warren Buffett Meets Web3: Making Sense of Digital Assets

    In this episode of Beyond the Balance, host Mike Manganillo sits down with Matthew Snider—investor, advisor, entrepreneur, and founder of Block Three Strategy Group—to explore where traditional finance meets the rapidly evolving world of digital assets. Matthew shares his journey into Bitcoin and Web3, explains why understanding blockchain technology matters beyond the headlines, and breaks down how digital assets fit into a broader financial ecosystem. From pairing Warren Buffett’s timeless investing principles with modern crypto concepts to real-world use cases of blockchain, this conversation demystifies a complex space with clarity and balance. They also discuss market volatility, liquidity, the future of money, and what “balance” looks like beyond investing—touching on work, family, curiosity, and lifelong learning. Whether you’re crypto-curious or simply trying to understand where finance is headed, this episode offers thoughtful insights without the hype. 🎧 Topics covered: Digital assets vs. “crypto” — what’s the difference? Blockchain use cases beyond investing Market cycles, volatility, and liquidity Warren Buffett principles in a Web3 world Finding balance beyond dollars and cents 📘 Matthew’s book: Warren Buffett in a Web3 World📩 Contact: matthew@block3strategy.io

    29 min

  4. 12/17/2025

    Beyond the Balance: A Tech Veteran on Work, Family & Balance

    What does “balance” really look like over the course of a long career? In this episode of Beyond the Balance, host Miller sits down with Bruce Groce, a recently retired tech leader who spent 32 years at SAS, rising through the ranks while navigating the realities of work, family, leadership, and personal fulfillment. Bruce shares candid reflections on what it means to be the kind of employee who “takes the hill” and the personal cost that can come with it. Together, they explore the evolution of work across generations, the pressure to always be “on,” the importance of patience and perspective, and how to draw boundaries before work begins to crowd out what matters most. The conversation also touches on the rise of technology and AI, what’s gained (and lost) as innovation accelerates, and why human judgment, relationships, and balance still matter perhaps more than ever. This is a thoughtful, honest discussion for professionals at any stage of their career who are trying to build a meaningful life, not just a successful résumé.

    24 min

  5. 12/03/2025

    Beyond the Balance: A Conversation on Lending and Life

    "Beyond the Balance," featuring host Miller Hoffman and guest Gretchen Curtis from Integrated Funding, a mortgage brokerage. The discussion centers on Gretchen Curtis’s career path in the lending world, detailing her transition from large banks to the brokerage model and the personal and professional advantages of that move, including better rates for clients and increased autonomy. The conversation explores different aspects of home financing, such as refinancing and purchasing, emphasizing the importance of personalized service and building trust with clients through major life events. Furthermore, Curtis shares her business philosophy, which prioritizes transparency and genuine client relationships over corporate bureaucracy, and concludes with a personal life lesson about the importance of listening to one's intuition.

    39 min

  6. 08/02/2024

    Money Moves, AI Rules, Election Buzz, and Olympic Thrills

    In this weeks penultimate episode Miller and Mango cover the following hot topics: 📊 Takeaways from Federal Reserve meeting 🤖 World’s first AI law 🗳️ Election Update 🏅 Olympics 💬 Explain it to me like a 4th grader – What does “writing it off” mean to a business owner?  *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed.  This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

    13 min

  7. 07/16/2024

    Ask The Experts

    In this weeks episode Miller and Mango change up the format and answer the five most common questions people often ask a Financial Advisor and Marketing Executive. *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed.  This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

    12 min

  8. 06/27/2024

    Reddit Rabbit Hole

    In this weeks episode Miller and Mango cover the following hot topics: 💼💰 I’m turning 40 and realizing that I need to start saving for retirement… Will I be ok? 🎉💸 Balancing between enjoying life and saving money in your 20s 📊💸 What are the most common tax errors people make? 💸🤔 What’s a huge waste of money but people keep buying it? 🤓💬 Explain it to me like a 4th grader: Why do people go on Reddit for financial advice? *TradeWinds LLC. is an investment advisory firm that is registered with the Securities Exchange Commission (SEC). Registration does not imply a certain level of skill or training. TradeWinds will not accept trade offers online, and any such request, orders, or instructions that you send will not be accepted and will not and will not be processed.  This presentation has been provided for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

    14 min
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5
out of 5
8 Ratings

About

Brought to you by TradeWinds, Beyond the Balance goes deeper than dollars and cents, exploring how our financial choices shape our lives, relationships, and happiness. Each episode features real conversations with guests from all walks of life; advisors, entrepreneurs, parents, and everyday people that talk about what balance really means in money and in life. Because true wealth isn’t just what’s in your account, it’s what makes life meaningful.

Information

  • Creator
    TradeWinds
  • Years Active
    2023 - 2026
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © TradeWinds
  • Show Website
    Beyond the Balance