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

Nathan Mersereau
  • 5.0 (26)
  • Investing
  • Updated Biweekly

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. How Today's Leaders Can Become Stewards of Change with Kate Adams of Conscious Capitalism

    Jun 1

    How Today's Leaders Can Become Stewards of Change with Kate Adams of Conscious Capitalism

    We sit down with Kate Adams, Fractional Chief Impact Officer of Conscious Capitalism, Inc., to explore what accountable leadership looks like in a world demanding more from business. Kate has spent her career helping CEOs, boards, and senior leaders understand their organizations as both economic and societal forces. Her new book, "Accountability Under Fire," argues that great leadership is fundamentally a matter of stewardship, not just performance. Key Takeaways: 00:00 Introduction.  03:00 "Accountability Under Fire" explores the stewardship role every business leader must own.  05:01 Technology leaders must ask what their decisions cost the people around them.  11:12 Kate's brother and the Paralympics shape her belief in unrealized human potential.  15:18 Leadership is a privilege, and influence demands honest reflection on its use.  16:01 Great leaders want to do better, and the environment is the real obstacle. 18:30 What is true accountability?   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. Resources Mentioned: Conscious Capitalism Website: https://www.consciouscapitalism.org/ Accountability Under Fire" by Kate Adams: https://www.amazon.com/Accountability-Under-Fire-demanding-business/dp/1788607988 "Seat for Society" podcast: https://www.seatforsociety.com/     #ConsciousCapitalism #AccountableLeadership #SocietalImpact

    23 min
  2. Enjoying a Rich Life: Our 100th Episode Celebration with Janet T. Planet, Graham Veysey, and Brian Gast

    May 18

    Enjoying a Rich Life: Our 100th Episode Celebration with Janet T. Planet, Graham Veysey, and Brian Gast

    For a special 100th episode conversation on what true wealth looks like when it's fully lived, we're joined by Janet T. Planet, Principal and Founder of INTERPLANETARY INC., Graham Veysey, Principal of North Water Productions and Developer, Hingetown; and Brian Gast, President of Quadrant Corp. These three returning guests from our True Wealth Retreat in Palm Springs, California, share how their definitions of wealth have evolved, and what it takes to design a life that's genuinely rich. Key Takeaways: 00:00 Introduction and 100th episode celebration. 01:40 True wealth is multidimensional, not a single currency or destination.  03:30 A Palm Springs retreat gives Graham and his wife the courage to plan a six-week family trip to Jaipur.  06:00 Janet turns 50 and starts designing her financial life with the same intentionality she brings to creativity.  10:00 Brian takes his family to Japan. He discovers a scarcity lens driving his fears about global events, AI, and financial stability.  13:00 True wealth shows up as generosity, presence, and freedom from cheap cultural substitutes.  17:00 Younger generations are skeptical of the accumulate-and-retire model and want meaning now.  18:00 Janet argues that the financial foundation is what makes creative freedom sustainable.  25:00 Modeling all three corners of the true wealth triangle is the most powerful thing parents can do.  27:00 A world brimming with true wealth means more fulfillment, stronger communities, and less global anxiety.    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.   #TrueWealth #PurposefulLiving #RichLife

    31 min
  3. The Secret to Balancing Business Growth and Personal Wellness with Justin Roethlingshoefer of OWN IT

    May 4

    The Secret to Balancing Business Growth and Personal Wellness with Justin Roethlingshoefer of OWN IT

    We sit down with Justin Roethlingshoefer, Founder of OWN IT and author of "The Power of Ownership," to explore why lasting health transformation starts with identity, not habits. He shares his journey from burnout as an NHL performance director to building a holistic coaching practice for business leaders, the science of heart rate variability as the body's language, and the daily rhythms that allow the body to heal itself. We also discuss the "devil cycle" of all-in or all-out health behaviors, the 3-2-1 rule for sleep and recovery, and why your identity must grow alongside your business. Key Takeaways: 00:00 Introduction.  01:30 From fat kid to anorexic teen to burnt-out NHL performance director.  04:00 Escaping the "devil cycle" of all-in or all-out health habits.  05:00 Heart rate variability is the language the body uses to communicate stress. 07:00 Habits and behaviors will never outperform the identity you currently hold. 08:30 The 3-2-1 rule and why our day really begins in the evening, not the morning.  13:00 Growing personally in the same rhythm as your business growth, or one of them will break.  16:00 True transformation alters form and function, there is no going back. Resources Mentioned: Justin Roethlingshoefer https://www.linkedin.com/in/justin-roethlingshoefer/ OWN IT | LinkedIn https://www.linkedin.com/company/justown-it/ OWN IT | Website https://ownitcoaching.com/ The Power of Ownership by Justin Roethlingshoefer  https://www.amazon.com/dp/B0D94QYGNC Planning Alternatives Wealth Assessment https://www.planningalt.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.   #HeartRateVariability #HealthOptimization #OwnershipMindset

    20 min
  4. Strategy, Vulnerability, and Why Your Business Needs to Be Weirder with Pierre Du Plessis of Be Brave

    Apr 20

    Strategy, Vulnerability, and Why Your Business Needs to Be Weirder with Pierre Du Plessis of Be Brave

    In this episode, we sit down with Founder, Strategist, and Keynote Speaker of Be Brave, Pierre Du Plessis, to explore the modern epidemic of loneliness and how we can find connection in an increasingly isolated world. He breaks down the societal shifts contributing to our isolation, from the rise of remote work to the loss of traditional community structures, and offers actionable steps to rebuild our social fabric. We also hear insights on organizational strategy, as Pierre challenges leaders to stop trying to be the best and instead focus on becoming uniquely "weird."   Key Takeaways: 00:00 Introduction. 01:33 The breakdown of societal structures and the true causes of modern loneliness. 04:34 How the "Goldilocks amount" of social media impacts our feelings of connection. 06:01 The power of micro-interactions and establishing predictable local rhythms. 08:08 Why vulnerability is the essential foundation for deep friendship and community. 11:54 Choosing to be uniquely strange and weird instead of competing on speed or price. 14:50 Hacking through the fog of midlife and the power of owning a decision. 18:05 The symbolism behind the number eight, representing transformation and renewal.   Resources Mentioned: Pierre Du Plessis https://www.linkedin.com/in/pierredup/ Be Brave | LinkedIn https://www.linkedin.com/company/be-brave-consulting/ Be Brave | Website https://www.be-brave.co.za/ "Through the Fog" Podcast https://podcasts.apple.com/gb/podcast/through-the-fog/id1804062672   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.   #BusinessStrategy #ModernLoneliness #Leadership

    20 min
  5. How the "Anxious Generation" Is Redefining Global Work and Life Priorities with Dr. Corey Seemiller of Wright State University

    Apr 6

    How the "Anxious Generation" Is Redefining Global Work and Life Priorities with Dr. Corey Seemiller of Wright State University

    We sit down with Dr. Corey Seemiller, an award-winning faculty member in the Department of Leadership Studies and Education and organizations at Wright State University, to explore the unique characteristics and driving forces behind Generation Z. She shares her insights on why this generation is so focused on community impact, how their upbringing by Gen X parents has shaped their independence, and the concept of mutual mentoring in the modern workplace. We also dive into how families can better navigate conversations around money by finding common values and leveraging different perspectives.   Key Takeaways: 00:00 Introduction. 02:22 Understanding Gen Z's desire to change the world and make a large-scale social impact. 04:31 Examining the environmental factors, reduced school coping mechanisms, and socialization tactics contributing to generational anxiety. 06:58 Bridging generational gaps in family money discussions by establishing shared values and leveraging different skill sets. 09:42 Recognizing Gen Z's influence within the family unit and their role as highly informed decision-makers. 13:06 How the hands-off, free-range approach of Gen X parents empowered Gen Z to view adults as coaches and mentors. 16:36 Discovering the overwhelming similarities among Gen Z youth worldwide due to globalization. 18:10 Dr. Seemiller discusses navigating heartbreak and healing in her memoir, The Soulmate Strategy   Resources Mentioned: Dr. Corey Seemiller https://www.linkedin.com/in/seemiller/ Wright State University https://www.linkedin.com/school/wright-state-university/ Planning Alternatives Wealth Assessment https://www.planningalt.com "Generation Z Goes to College" by Corey Seemiller and Meghan Grace https://www.amazon.com/dp/1119143454 "Gen Z Around the World" by Corey Seemiller and Meghan Grace  https://www.amazon.com/dp/1837970939 "The Soulmate Strategy" by Corey Seemiller https://www.coreyseemiller.com/relationship-coach/the-soulmate-strategy-book/     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.     #GenerationZ #FamilyDynamics #Mentorship

    20 min
  6. Why Gen Z Is Rethinking Hustle Culture and Corporate Climbing with Allison Lincoln

    Mar 23

    Why Gen Z Is Rethinking Hustle Culture and Corporate Climbing with Allison Lincoln

    We sit down with Allison Lincoln to explore the unique characteristics, challenges, and perspectives of Generation Z. She shares her thoughts on growing up as a digital native, the overwhelming nature of constant technological connectivity, and why some young adults are longing for a simpler, screen-free life. We dive into the role of humor as a coping mechanism, the importance of establishing healthy boundaries with social media, and how open family discussions about money can shape a balanced, healthy approach to work and life. Key Takeaways: 00:00 Introduction. 03:00 Defining life in your 20s through continuous growth, trial, and error. 04:00 Embracing humor as a primary way to navigate and cope with stress. 07:00 Recognizing the negative impacts of technology and the growing appeal of unplugging. 10:00 Protecting mental health online by staying grounded in personal beliefs and morals. 15:00 Finding encouragement and understanding through open family conversations about finances. 18:00 Rejecting toxic workaholism in favor of maintaining a strict work-life balance. 20:00 Decoding popular generational slang to build better communication and understanding. Resources Mentioned: Allison Lincoln https://www.allisonlincolnphotography.com/about-allison Planning Alternatives Wealth Assessment https://planningalt.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.   #DigitalDetox #MentalHealth #GenZ

    25 min
  7. Navigating Vulnerability and Healing with Julie Barton, New York Times Best-Selling Author

    Mar 9

    Navigating Vulnerability and Healing with Julie Barton, New York Times Best-Selling Author

    We sit down with Julie Barton, a "New York Times" bestselling author, teacher, and writing mentor, to discuss the profound connection between humans and animals. She shares how her golden retriever, Bunker, helped her navigate the depths of depression and how this life-changing bond inspired her memoir, "Dog Medicine: How My Dog Saved Me From Myself." In this episode, we explore the importance of vulnerability in writing and mental health, the unexpected challenges of navigating an inherited fortune, and the definition of true wealth.   Key Takeaways: 00:00 Introduction.  01:53 The transcendent and unconditional connections humans form with animals. 05:57 Navigating depression by releasing shame and asking for help. 09:48 Teaching vulnerability and the primal power of writing by hand.  11:11 The unexpected global resonance of publishing "Dog Medicine."  13:30 Defining true wealth as family health and creative freedom.  18:46 Navigating inherited wealth and avoiding the trap of chasing status   Resources Mentioned: Julie Barton - https://www.linkedin.com/in/julie-barton-773a4814/ "Dog Medicine: How My Dog Saved Me From Myself" YouTube Strand Book Store reading - https://www.youtube.com/watch?v=-Svkp0GQJ9k "Dog Medicine: How My Dog Saved Me From Myself" by Julie Barton - https://www.amazon.com/Dog-Medicine-How-Saved-Myself/dp/0143130013/ref=sr_1_1?crid=JROXLOJKTQRM&dib=eyJ2IjoiMSJ9.WTk2fYFIdjMnmp8MjfCvr2elKuGdynYNFeKwMOitPh7GjHj071QN20LucGBJIEps.BE1RALxNsrNQ21x33sUJx6Vlf9s5TKEZcwKVQ21w5ds&dib_tag=se&keywords=Dog+Medicine%3A+How+My+Dog+Saved+Me+From+Myself&nsdOptOutParam=true&qid=1772611108&sprefix=dog+medicine+how+my+dog+saved+me+from+myself%2Caps%2C253&sr=8-1 Jackson Hole Writers Conference - https://jhwriters.org/conference/ EMDR Therapy - https://en.wikipedia.org/wiki/Eye_movement_desensitization_and_reprocessing Substack - https://substack.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.   #WritingCommunity #CreativeWriting #PoetryLife

    22 min
  8. Rewriting Life's Narrative with Jennifer Griffith of Post Hill Press

    Feb 23

    Rewriting Life's Narrative with Jennifer Griffith of Post Hill Press

    Jennifer Griffith, tech sales expert come author, now working at Post Hill Press,  shares how her family history and career pivot have helped her rethink vulnerability, motherhood, and forgiveness. Jennifer explains why looking back with curiosity can be the fastest path to moving forward with clarity. We also explore what it really means to understand where we come from and how our parents' untold stories shape our identity. Key Takeaways: 00:00 Introduction. 01:36 Jennifer follows her passion for writing after spending nearly 20 years in tech sales. 04:37 Her dad works hard, stays honest, and says a lot by saying very little. 05:41 Knowing who a mother is before she becomes a parent shapes who we are. 06:46 Nearly 10 years at Salesforce teaches storytelling, listening, and curiosity. 08:07 Three years of IVF and two miscarriages shift priorities, leading to change. 10:57 Generational shifts and invisible boundaries keep parents from sharing vulnerability. 13:40 How Jennifer's book will help her son understand himself better. 15:19 Jennifer creates a pandemic-era podcast exploring how parents shape us. Resources Mentioned: Jennifer Griffith https://www.linkedin.com/in/byjennifergriffith/ Jennifer Griffith | Website https://byjennifergriffith.com/ Post Hill Press | LinkedIn https://www.linkedin.com/company/post-hill-press/ Post Hill Press | Website https://posthillpress.com/ About Your Mother Podcast https://byjennifergriffith.com/podcasts   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. #MemoirWriting #FamilyStories #PersonalGrowth

    18 min
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About

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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