Charting The Course

Charting The Course

By Full Sail CapitalBusiness
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Charting The Course episodes

  • At The Helm - Lauren Warkentine
    Lauren Warkentine is the founder and CEO of William & Lauren, a custom clothing firm focused on capturing your personality and unleashing your confidence. Tyler, along with Katherine Vanlandingham and Scott Cravens, was honored to have Lauren join us on the most recent At The Helm episode as she shared her entrepreneur story.
    www.williamandlauren.com
    Stewarding Generational Wealth Podcast Series
    30 min
  • The World of Financial Advisory Firms
    This week, Tyler is joined by director of operations, Katherine Vanlandingham, and head of marketing, Candace Guy, to discuss the ever-evolving world of financial advisory firms. From Robo's to private RIA's, this episode highlights the features and drawbacks of each  and which one may make the most sense for you. Let us know if you have questions!
    28 min
  • Squared Away - 2023 Kickoff
    As we turn the page to another year, many are breathing a sigh of relief in hopes of better market days ahead. While there is still plenty to be concerned about, we are cautiously optimistic about the long-term return environment facing investors in the new year. Zac Reynolds, CIO, and Stacy Murray, Full Sail’s CFP and CPA expert, join Tyler to break it all down and provide insight as we press on. Enjoy!
    34 min
  • The Life Stages of an Investor
    Happy New Year! Today, Tyler is joined by David Stanley and George Cohlmia, as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but the key is to focus on the things we can control and remained disciplined in our approach. Thank you for joining us today!
    34 min
  • FSC 2022 Year-End Review
    We hope you all are having a wonderful holiday season. Today, Tyler is joined by Candace Guy, Full Sail Capital's marketing director, as we they bring you a special episode featuring every member of the Full Sail crew. From market perspectives to holiday traditions, we reflect back on this crazy year and get to highlight the people who daily contribute to our success. Merry Christmas!
    1 hr 9 min
  • <strong>FSC 2022 Year-End Review</strong>
    We hope you all are having a wonderful holiday season. Today, Tyler is joined by Candace Guy, Full Sail Capital's marketing director, as we they bring you a special episode featuring every member of the Full Sail crew. From market perspectives to holiday traditions, we reflect back on this crazy...
    1 hr 11 min
  • Anchored: The First National Center featuring Gary Brooks
    Gary Brooks has been involved with Oklahoma commercial real estate for over 30 years, but the past 5 years may have been the most challenging and trying time of his career. In 2017, Gary and his partner, Charlie Nicholas, acquired the First National building in the heart of Oklahoma City. This 1.1 million square foot high rise built back in 1931 has been completely restored and is once again filled with vibrancy and grandeur. We are so thankful for the time Gary spent with us and the stories he told. If you haven't had the chance to visit, we strongly encourage everyone make time for a stop at the newly renovated First National Center, featuring a hotel, residences, retail and food & beverage.
    First National Center
    47 min
  • Episode 43 - Squared Away - Year-end Tax Conversation
    Happy Thanksgiving!! This week, Tyler is joined once again by Stacy Murray, in-house CPA and advisor, as they dive into a few very important tax moves that investors can make in any market environment. You'll get insight on tax-loss harvesting, roth conversions, cash balance plans and a couple tax moves...
    32 min
  • Financial Planning 101 - Rebroadcast
    This week, we are thrilled to have Max Rhodes and Kyle Ray join the podcast for an very informative discussion on all things financial planning. Through their experiences as advisors, they are able to highlight some of the more important aspects of a well-designed plan, but also breakdown a few complex issues that can arise during the planning process.  If you have any questions or comments during the episode, feel free to shoot Tyler a note via the website - https://www.fullsailcapital.com/contact/. Enjoy!
    39 min

About Charting The Course

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Helping individuals and families grow and manage generational wealth.