Vision Pros Live Podcast

Jackson Calame

Learn powerful wisdom from awesome visionary leaders and gain access to growth principles, methods, and resources that will take YOUR vision to the next level!

  1. Estate Planning & Asset Protection for Entrepreneurs with Matt Meredith

    5D AGO

    Estate Planning & Asset Protection for Entrepreneurs with Matt Meredith

    What happens to everything you've built when you're gone, or when something goes wrong? In this episode of Vision Pros Live, Matt Meredith, Esq, CFP, founder of Meridian Legal Advisors and the rare professional who is both a licensed attorney and a Certified Financial Planner, shares how he's solving the biggest blind spot in wealth management: the dangerous gap between your financial advisor, your CPA, and your attorney. A must watch for every entrepreneur who wants to protect their family, their assets, and their legacy. Connect with Matt Meredith: 🌐 Website: https://meridianlg.com 💼 LinkedIn: https://www.linkedin.com/in/matthewrmeredith/ Vision Pros Live Resources: 🔥 Automate leads with AI 24/7: https://ai.firstclassbusiness.io/ 🎙️ Be a guest on VPL: https://visionproslive.com/ Timestamps: 0:00 - Why estate planning matters: a personal story 2:10 - Welcome and sponsor shoutouts 2:40 - Matt's background: from equities trader to CFP to attorney 4:30 - The 2008 crash and the pivot to wealth management advisory 5:50 - The massive gap in the financial industry: silos that don't talk 7:10 - How Meridian Legal Advisors was born: one-stop legal, tax & financial planning 8:45 - Why your CPA, attorney, and financial advisor must be in the same room 10:00 - How few entrepreneurs truly have their legal and financial house in order 12:00 - The treasury wins the war: why financial alignment is critical 12:45 - Final wisdom: stop obsessing over what you don't know, take action 13:30 - Let go of ego before it costs you everything 14:10 - Closing thoughts and how to connect with Matt #EstatePlanning #AssetProtection #VisionProsLive #MattMeredith #WealthManagement #TaxStrategy #BusinessLaw #EntrepreneurFinance #MeridianLegalAdvisors

    15 min
  2. Type 1 Diabetes & Adventure: No Limits with Chris Roome

    APR 30

    Type 1 Diabetes & Adventure: No Limits with Chris Roome

    What if type 1 diabetes didn't stop you from summiting mountains, doing 50-mile backpacking trips, or living life without limits? In this episode of Vision Pros Live, Chris Roome, founder of Project InsulNation and 26-year type 1 diabetic, shares his mission to take T1D adventurers out of their comfort zone and into the wilderness. From a sold-out debut trip in the White Mountains of New Hampshire to a planned all-T1D summit of Denali in Alaska, this is a story about community, courage, and refusing to hear "you shouldn't. Connect with Chris Roome: 🌐 Website: https://www.projectinsulnation.com 💼 LinkedIn: https://www.linkedin.com/in/christopher-roome-1a375a88/ Vision Pros Live Resources: 🔥 Automate leads with AI 24/7: https://ai.firstclassbusiness.io/ 🎙️ Be a guest on VPL: https://visionproslive.com/ Timestamps: 0:00 - Welcome and intro: who is Chris Roome? 1:45 - Living with type 1 diabetes for 26 years 2:55 - Growing up hearing "you shouldn't, and ignoring it 3:45 - The birth of Project InsulNation: adventure meets community 4:55 - The mission: take T1Ds out of their comfort zone 7:25 - First trip: White Mountains, NH 30 applications in 48 hours 8:40 - The 3-tier system: beginner, intermediate, and expert trips 10:05 - Second trip: 50-mile Teton Crest Trail in August 10:20 - Expert level: all-T1D summit of Denali in Alaska (2028-2029) 11:10 - Why trips are T1D-only, and why that matters 12:05 - Medical professionals & campfire talks: education in the wild 14:05 - Caretakers welcome on beginner trips 15:20 - Scholarships, sponsorships, and funding the right way 17:20 - Walking away from bad investors as a startup 19:00 - Final wisdom: clarity + values = unstoppable momentum 20:12 - Closing thoughts and how to support Project InsulNation #ProjectInsulNation #Type1Diabetes #T1D #VisionProsLive #ChrisRoome #AdventureWithDiabetes #T1DAdventure #NoLimits #diabetescommunity

    21 min
5
out of 5
33 Ratings

About

Learn powerful wisdom from awesome visionary leaders and gain access to growth principles, methods, and resources that will take YOUR vision to the next level!

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