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

    8H 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

    4D AGO

    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
  3. Stop Chasing Income, Start Building Ownership with Rich Potter

    APR 27

    Stop Chasing Income, Start Building Ownership with Rich Potter

    What if the smartest path to entrepreneurship isn't a startup, it's a franchise? In this episode of Vision Pros Live, Rich Potter, FBA 2025 Rising Star, award-winning franchise consultant, and founder of Franchise Heroes, breaks down why high-performing professionals are stuck trading one set of golden handcuffs for another, and how structured business ownership through franchising can provide real freedom without blowing up your life. A must-watch for anyone ready to move from frustrated employee to confident owner. Connect with Rich Potter: 🌐 Website: https://franchiseheroes.co 💼 LinkedIn: https://www.linkedin.com/in/rich-potter-533381a/ 📘 Facebook: https://www.facebook.com/rich.potter.16 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 - Rich's vision: helping professionals stop chasing income and start building ownership 2:10 - Welcome and intro: who is Rich Potter? 2:45 - How corporate experience and trial & error led to franchising 3:50 - Franchising vs. startups: why the odds are stacked against startups 5:55 - The power of buying into a proven, systematized business model 7:00 - Why being well-capitalized is critical to franchise success 7:30 - The real business failure rate: 96% within 10 years 9:10 - Why Subway and McDonald's are no longer great franchise opportunities 13:00 - Alignment first, brand second: figuring out who you are before picking a franchise 14:45 - Are you an achiever, a societal, or an emulator? Finding your franchise fit 15:50 - The golden handcuffs trap: don't swap one for another 17:00 - How franchising can fund and support your bigger vision 18:20 - Closing thoughts and how to connect with Rich #FranchiseOwnership #VisionProsLive #RichPotter #FranchiseHeroes #StructuredEntrepreneurship #BusinessOwnership #FranchiseConsultant #FinancialFreedom #entrepreneurship

    19 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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