Mastering the 360 Mindset

Jon Meyer
  • ٥٫٠ (١)
  • الأعمال
  • مرتان في الشهر

Welcome to Mastering the 360 Mindset with Jon Meyer from BGM Wealth Partners. In this podcast, we offer a fresh perspective for those who optimize every angle of life – health, wealth, and time. We challenge conventional wisdom, shift mindsets, and bring clarity to the unknown. If you’re willing to invest in a better future for you and your loved ones, this is your space. Tune in to redefine balance, give yourself permission to enjoy life, and take control of what truly matters.

الحلقات

  1. قبل ٢٠ ساعة

    What Homeowners Need To Know About Rising Insurance Costs with Crosby Warren (Ep. 8)

    Insurance costs have been rising fast, and many homeowners are wondering what changed.  Why do policies feel more expensive, more restrictive, and harder to understand? In this episode, Jon Meyer talks with Crosby Warren, Insurance Advisor and Partner at Cox Insurance Associates, Inc., about the recent shift in home, auto, and umbrella insurance. Crosby explains why premiums rose, how deductibles and roof coverage have changed, what policyholders should review, and why umbrella and uninsured motorist protection deserve a closer look. Crosby covers: Why home insurance premiums rose sharply after severe weather, inflation, and carrier losses How the market is starting to level off after years of steep renewal increases What homeowners should know about wind, hail, roof, and percentage-based deductibles Why umbrella coverage should be based on exposed assets, not just net worth How policy changes can surprise families when they wait until a claim to review details And more! Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com Schedule a Meeting Connect with Crosby Warren: LinkedIn: Crosby Warren Website: Cox Insurance crosby@coxins.net  About Our Guest: Crosby Warren is an Advisor with Cox Insurance, specializing in insurance solutions and risk management ideas for families who want to protect what matters most to them. His goal is to design insurance programs that offer clients strong value, thoughtful guidance, and reliable service. Crosby believes Cox Insurance is a natural fit because its core values align closely with his own. At the center of his work is a commitment to building genuine relationships with clients and business partners. He takes great pride in his craft and is proud to call Cox Insurance his professional home. With more than seven years of experience, Crosby brings the knowledge and skill needed to serve as a trusted resource in the insurance industry.

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  2. ٢٣ يونيو

    Selling a Business: What Owners Need to Know Before Going to Market with Blake Johnson (Ep. 7)

    Thinking about selling your business someday? The decisions you make years before a transaction can have a major impact on value, buyer interest, and your options when it’s time to move on. What separates a smooth transaction from a frustrating one? And what can business owners do today to prepare for a future sale? In this episode, Jon Meyer sits down with Blake Johnson, President of SealedBid Marketing, to discuss the business sale process from preparation through closing. They explore why owners should start planning years before a transaction, how buyers evaluate risk, and the importance of building a strong management team. Blake also explains common deal challenges, valuation considerations, working capital, quality of earnings reports, and how advisors can help owners align personal goals with financial outcomes.  The conversation also covers current buyer activity and what sellers should expect in today’s M&A market. Key takeaways: Why reducing owner dependence can increase buyer confidence and improve business value How customer concentration and supplier reliance can affect valuation during a sale Why assembling advisors years before a transaction can improve outcomes and preparation How deal terms often matter as much as purchase price when evaluating offers Why quality of earnings reviews can uncover issues before buyers gain negotiating leverage And more! Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com Schedule a Meeting Connect with Blake Johnson: LinkedIn: Blake Johnson Website: SealedBid Marketing bjohnson@sealedbid.com  About Our Guest: For nearly two decades, Blake Johnson has worked closely with sellers, buyers, and advisors to successfully guide M&A transactions in the lower middle market.  He guides clients in their exit and succession planning strategies to optimize outcomes and maximize value. Before joining SealedBid, Blake earned his undergraduate degree from the University of St. Thomas in St. Paul, MN, and gained Sales and Marketing experience with public and start-up companies.  He also holds a Master of Business Administration with an emphasis in corporate finance from the Carlson School of Management at the University of Minnesota. When not at work, Blake enjoys a busy family calendar, weekends at the cabin, and the occasional round of golf.

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  3. ١٤ مايو

    Planning Beyond Money: Relationships, Transitions, and Meaning with Dr. Meghaan Lurtz (Ep. 6)

    Money decisions often feel logical, but the emotions behind them tell a very different story. Why do families avoid the hardest conversations, even when they matter most? And how can planning go deeper than numbers to shape a better life? In this episode, Jon Meyer speaks with Dr. Meghaan Lurtz, Partner at Shaping Wealth and Partner at Beyond The Plan®, about how money, relationships, and identity intersect. They explore why couples struggle to communicate about finances, how major life transitions require intentional experimentation, and why relationships play a critical role in long-term wellbeing.  Meghaan also shares insights on preparing for retirement beyond savings, engaging the next generation in meaningful ways, and why talking about death openly can strengthen families. Key takeaways: How family mission statements create space for honest conversations and improve communication across generations Why avoiding discussions about death limits connection and misses opportunities to show care and support The importance of experimenting with lifestyle changes before retirement to build confidence and clarity How structured, distraction-free family meetings improve engagement and participation from all generations Why defining a good death matters and how values should guide end-of-life decisions beyond medical choices And more! Resources: Book: The Good Life by Robert Waldinger and Marc Schulz Book: The Geometry of Wealth by Brian Portnoy  Book: Fight Right by Julie Schwartz Gottman and John Gottman Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com  Schedule a Meeting Connect with Meghaan Lurtz: LinkedIn: Meghaan Lurtz Website: Beyond The Plan Substack: (Less) Lonely Money About Our Guest: Dr. Meghaan Lurtz is a leading voice in financial psychology, focusing on how money decisions are shaped by behavior, relationships, and emotional factors. She is a Professor of Practice at Kansas State University, where she teaches in advanced financial planning and financial therapy programs, and also lectures at Columbia University and Rutgers University. Meghaan’s work bridges the gap between traditional financial planning and human behavior, helping advisors and families better understand communication, decision-making, and life transitions. In addition to her academic roles, she is an active researcher, writer, and contributor to the evolving field of financial therapy, working to integrate mental wellbeing into financial conversations.

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  4. ٢٤ مارس

    AI, Inflation, and the Investment Decisions That Shape Portfolio Outcomes with Brad Long, CFA® (Ep. 5)

    Big market moves can pull investors toward quick reactions, but lasting results often come from steady thinking and better questions. How do you separate noise from what actually matters, and build a portfolio that can hold up through changing conditions? In this episode, Jon Meyer speaks with Brad Long, CFA®, Chief Investment Officer of Wealthspire and Fiducient Advisors, about the core decisions that shape long-term portfolio outcomes. They explore asset allocation, investor behavior, taxes, inflation, AI concentration in the S&P 500, private markets, diversification, and how individuals can think more like strong investment committees when markets feel uncertain. Brad highlights: Why asset allocation, investor behavior, and tax awareness often shape outcomes more than short-term market calls How AI concentration in the S&P 500 creates both opportunity and risk that many investors may not fully notice Why changing facts does not always require action, and how evidence should guide portfolio decisions over time What private markets can add to a portfolio, and why liquidity needs should shape how investors use them How individuals can improve results by reducing emotional reactions and thinking more like an investment committee And more! Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com  Schedule a Meeting Connect with Brad Long: LinkedIn: Brad Long Website: Wealthspire Website: Fiducient Advisors About Our Guest: Brad Long concurrently serves as Chief Investment Officer at Wealthspire, Fiducient Advisors, where he leads the firm’s investment strategy, research, and portfolio construction across the platform. In this role, Brad is responsible for guiding long-term investment philosophy, overseeing research and due diligence, and ensuring consistency and rigor in how the firm delivers investment solutions for clients across wealth, institutional, and retirement markets. Prior to joining the firm in 2012, he held research roles at Citigroup and Wells Fargo in New York, where he focused on market analysis and investment research. He earned a bachelor’s degree in finance with a minor in economics from the University of Colorado and is a CFA® Charterholder. Brad is a member of the CFA Society of Chicago and the CFA Institute. Beyond Wealthspire, Brad is actively involved with Greenhouse Scholars, a nonprofit dedicated to supporting under-resourced college students through financial assistance and mentorship. Outside of work, he enjoys cooking and spending time with his wife and young sons.

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  5. ٢٤ فبراير

    Understanding HSA: From Healthcare Reform to Retirement Wealth with John Young (Ep. 4)

    Healthcare costs continue to rise, yet many people overlook one of the most powerful tools available for managing medical expenses while building long-term wealth. How did we get disconnected from the true cost of healthcare, and what can we do about it today? How can a simple savings account transform both your approach to medical spending and your retirement planning? In this episode, Jon Meyer sits down with John Young, CEO of Consumerdriven and HSA Industry Ambassador to the HSA Council of the American Bankers Association, to explore the origins and evolution of Health Savings Accounts. Together, they unpack the problems HSAs were designed to solve, common misconceptions that still exist today, and why only 10% of HSA holders are taking advantage of the investment feature that could dramatically change their financial future. John discusses: The healthcare crisis of the 1970s that disconnected Americans from medical costs and led to HSA creation Why HSAs are timeless accounts that accumulate value across decades, not just annual spending tools How behavioral changes around healthcare consumption can save hundreds or thousands of dollars yearly The massive gap in HSA investing adoption and what’s preventing people from building retirement wealth Practical strategies for using HSAs as both spending accounts and long-term investment vehicles And more! Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com Schedule a Meeting Connect with John Young: LinkedIn: John Young

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  6. ١٠ فبراير

    Giving With Intention: How Donor-Advised Funds Fit Into a 360 Mindset (Ep. 3)

    Charitable giving is changing, not just in how people give, but when and why they do it. As families think more intentionally about legacy, purpose, and impact, donor-advised funds are becoming an important part of the conversation. In this episode, Jon Meyer sits down with Chris Boyce, Senior Charitable Consultant at Schwab Charitable, to explore how donor-advised funds fit into the intersection of wealth, time, and values. Together, they unpack current trends in philanthropy, including why more families are choosing to give during their lifetime, how donor-advised funds work for everyday givers, and how charitable planning can bring generations together. What You’ll Learn: Why charitable giving is shifting from end-of-life planning to intentional lifetime strategies How donor-advised funds work and why they are more accessible than many people think The role donor-advised funds can play in family legacy and next-generation engagement How complex assets like business interests or real estate can support charitable goals And more! Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com Schedule a Meeting Connect with Chris Boyce: DAF Giving 360 LinkedIn: Chris Boyce

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  7. ٢٧ يناير

    Why the 360 Mindset Matters: Purpose, Not Just Planning (Ep. 2)

    Many people spend years saving for the future, yet struggle to enjoy the life they worked so hard to build. In this episode, Jon Meyer explores why purpose, permission, and perspective matter just as much as the numbers. In this episode, Jon Meyer shares how the 360 Mindset came to life, talks through the connection between health, wealth, and time, and explains why so many people feel stuck even when they have the resources to move forward. Jon also opens up about the language we use around money, the fear that keeps people from spending confidently, and the role permission plays in helping clients find joy. What You’ll Learn: Why purpose leads to lasting joy and not just short bursts of happiness How the 360 Mindset helps people make decisions with clarity The hidden cost of living unbalanced and waiting too long to enjoy life A simple mindset shift that helps people give themselves permission to spend And more! Resources: Strength to Strength by Arthur Brooks Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer jmeyer@BGM360.com Schedule a Meeting

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  8. ٢٧ يناير

    Think in 360: Living with Clarity Around Health, Wealth, and Time (Ep. 1)

    How do you create a mindset that helps you make smarter life and money decisions?  In this debut episode of Mastering the 360 Mindset, host Jon Meyer shares the philosophy connecting health, wealth, and time, and explains how this 360 perspective can help you make decisions that truly align with your life. Drawing from his unconventional start in fundraising and decades in financial services, Jon reveals why success is about leading clients toward meaningful goals, not just managing money. He also reflects on lessons from his father, the value of thinking across generations, and why time is often the most valuable asset of all. What You’ll Learn: How Jon’s early experiences shaped his financial philosophy What the “360 Mindset” really means and how to apply it Why time often matters more than money How to think across generations in your financial plan The hidden behavioral traps that derail smart planning And more! Resources: Die With Zero by Bill Perkins Connect with Jon Meyer: BGM  LinkedIn: Jon Meyer

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  9. ١٨‏/٠٩‏/٢٠٢٥

    Mastering the 360 Mindset Coming Soon

    Welcome to Mastering the 360 Mindset with Jon Meyer from BGM Wealth Partners. In this podcast, we offer a fresh perspective for those who optimize every angle of life – health, wealth, and time. We challenge conventional wisdom, shift mindsets, and bring clarity to the unknown. If you’re willing to invest in a better future for you and your loved ones, this is your space. Tune in to redefine balance, give yourself permission to enjoy life, and take control of what truly matters.

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Welcome to Mastering the 360 Mindset with Jon Meyer from BGM Wealth Partners. In this podcast, we offer a fresh perspective for those who optimize every angle of life – health, wealth, and time. We challenge conventional wisdom, shift mindsets, and bring clarity to the unknown. If you’re willing to invest in a better future for you and your loved ones, this is your space. Tune in to redefine balance, give yourself permission to enjoy life, and take control of what truly matters.

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