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

Today, we're joined by Bridget Crocker, Adventure Travel Writer and Author of "The River's Daughter," to talk about her journey from growing up along the Snake River in Jackson Hole, Wyoming, to becoming an international river guide and writer. Bridget explores how nature, adventure, and personal reflection shaped her understanding of true wealth — one rooted in connection, curiosity, and healing. Her memoir captures both her physical and emotional voyages, revealing how confronting hardship can lead to profound growth and reconciliation. Key Takeaways:

00:00 Introduction. 01:50 Bridget's life on the Snake River sparked her passion for guiding and writing. 03:54 At 20, Bridget's Zambezi guiding sparked a global journey. 05:03 Successful clients with big careers find themselves on an equal footing in nature. 07:17 "The River's Daughter" tells of finding connection in nature and a life on rivers. 09:19 The Zambezi river god Nyami Nyami teaches that anger often hides deeper pain. 11:28 A story that offers hope to anyone seeking healing and a new family legacy. 12:38 A dream of Bridget's late father in a canoe symbolized love and legacy. 13:22 Bridget's father was her paddle partner in breaking cycles and inspiring hope. Resources Mentioned:

Bridget Crocker https://www.linkedin.com/in/bridgetcrocker/

Bridget Crocker's | Website https://bridgetcrocker.com/

The River's Daughter Book https://www.amazon.com/Rivers-Daughter-Bridget-Crocker/dp/1954118546

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 #NatureConnection #LifeLessons #AuthorInterview #Inspiration

Scott Austin, Owner of JadePuma, joins us to share his journey from military service to entrepreneurship and how his broad experiences across industries and countries shaped his outlook on technology, leadership, and fulfillment. He reflects on the evolution of his career from early days at Microsoft to launching his own ventures, and the philosophy that guides his life and work today.

Key Takeaways:

00:00 Introduction.

02:18 Scott delivers action-focused, solution-based conversations.

03:36 AI enhances creativity, efficiency, and problem-solving.

05:01 Always prompt AI to cite sources to avoid misinformation and overconfidence.

08:15 Experience revealed that cultural and personal differences enrich the world.

10:00 Buying decisions often balance price sensitivity with valuable features.

12:18 Returning to San Diego led to a long-awaited leap into entrepreneurship.

15:25 Scott lives by a "leaf in the stream" philosophy, steering with intent.

18:39 Deep, lasting friendships bring the greatest happiness and connection.

Resources Mentioned:

JadePuma website https://jadepuma.com/

Shopify Solutions Podcast https://www.shopifysolutionspodcast.com/

GoDaddy https://www.godaddy.com/

Microsoft https://www.microsoft.com/

Porch https://porch.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.

#Leadership #Entrepreneurship #AI #Innovation #Ecommerce

Stephen George, Co-Founder and CEO of Amaze, joins us to share how he's helping creators monetize their passions while staying true to their values. He reflects on his entrepreneurial journey, the lessons learned from building mission-driven businesses, and the importance of connecting purpose with profit. Through his experiences, Stephen offers insights into resilience, leadership, and redefining success beyond financial gain. Key Takeaways: 00:00 Introduction.

01:40 Stephen's early role at Groupon sparked his passion for fast-growth startups.

03:23 Groupon's fast pace taught adaptability and lifelong learning.

05:20 A short trip to Africa became a year of adventure and fearless exploration.

08:25 Digital wallet cards connect brands to users without an app.

10:37 True wealth comes from living with purpose and core values.

12:39 Time is the most valuable currency, especially while caring for family.

13:59 A family business background instilled dedication and balance he's embraced.

15:32 The next chapter centers on health, family, and expanding Amaze's impact.

Resources Mentioned:

Stephen George https://www.linkedin.com/in/stephencharlesgeorge/

Amaze | LinkedIn https://www.linkedin.com/company/amaze-membership/

Amaze | Website https://amazeme.ai

Google Wallet https://wallet.google/

Apple Wallet https://apps.apple.com/us/app/apple-wallet/id1160481993

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. #Entrepreneurship #Leadership #PurposeDriven #StartupJourney #Innovation

Barrett Wright, President at Hill Robinson Yacht Management, joins us to explore her 15-year journey in the superyacht industry. Barrett shares how resilience, intuition, and a people-first mindset shaped her leadership approach and how the industry thrives on community, adaptability, and exceptional service.

Key Takeaways:

00:00 Introduction. 01:45 Getting fired from her first job unexpectedly launches Barrett's yachting career. 02:43 The tight-knit yachting community makes it easy to stay connected. 04:10 The core draw is the dynamic community and diverse clients. 05:26 Responsiveness and deep listening are key to understanding client needs. 09:00 Taking initiative and communicating directly builds stronger relationships. 11:55 Trusting your gut is essential in an emotional industry. 15:29 Managing a team requires patience, thoughtfulness, and self-control. 17:31 Challenging moments teach self-awareness and the value of starting fresh.

Resources Mentioned:

Barrett Wright https://www.linkedin.com/in/barrett-wright-9b2bb3b4/

Hill Robinson Yacht Management | LinkedIn https://www.linkedin.com/company/hill-robinson-yacht-management/

Hill Robinson Yacht Management | Website https://hillrobinson.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.

#Leadership #YachtingIndustry #ClientService #Adaptability #BusinessGrowth

David Steigelfest, Founder and CEO of PB Heart, joins us to discuss how AI is reshaping entrepreneurship, software development, and the future of education and employment. David shares how building a product as a solo founder is now possible thanks to rapidly evolving AI tools, what this means for the broader workforce, and why adaptability, connection, and purpose are more crucial than ever in an increasingly automated world.

Key Takeaways:

00:00 Introduction. 01:35 David shares his shift from leading companies to building as a solopreneur. 02:59 Decades spent turning business needs into software products. 04:54 Rapid progress over six months shows how quickly technology is evolving. 05:41 Complex teamwork is now condensed into one role with modern tools. 07:38 Concerns grow about AI eliminating jobs rather than just changing them. 10:26 Working alone offers freedom but underscores the need for connection. 13:32 Anticipating impact is difficult when technology growth is accelerating rapidly. 14:22 Adapting to rapid change requires bold action rather than parallel strategies.

Resources Mentioned:

David Steigelfest https://www.linkedin.com/in/davidsteigelfest/

PB Heart | LinkedIn https://www.linkedin.com/company/pb-heart/

PB Heart | Website https://www.pbheart.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.

#ArtificialIntelligence #FutureOfWork #Innovation #Entrepreneurship #Solopreneur

We sat down with Stephen Sullivan, Founder and CEO of Stio®, to share his journey from building outdoor apparel brands to shaping one of today's most authentic lifestyle companies. Stephen reflects on entrepreneurship, maintaining brand identity through growth, and the pursuit of true wealth beyond financial success.

Key Takeaways:

00:00 Introduction. 01:34 Stio® expands through e-commerce, retail, and wholesale. 03:23 The brand launched in 2012 with a catalog, website, and store. 05:58 Even without certainty, experience brings confidence. 09:09 Protecting brand identity becomes harder as the company scales. 11:02 A move from the Midwest to Colorado sparked an outdoor passion. 13:56 Life in Jackson, ski town jobs, and launching a first business. 15:02 True wealth means balance. 16:48 True wealth is to be found outdoors.

Resources Mentioned:

Stephen Sullivan https://www.linkedin.com/in/stephen-sullivan-25695010/

Stio® | LinkedIn https://www.linkedin.com/company/stio-/

Stio® | Website https://www.stio.com/?utm_source=&utm_medium=st-organic-social&utm_campaign=st-product

"Good to Great" by Jim Collins https://www.amazon.com/Good-to-Great-Jim-Collins-audiobook/dp/B003VXI5MS/

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.

#BrandIdentity #DirectToConsumer #Omnichannel #OutdoorIndustry #Profitability

We sit down with Christer Rosén, Chairman, CEO and Founder of Jupiter Neurosciences, Inc., a clinical-stage biotech company developing therapies for brain inflammation and mitochondrial dysfunction. With decades of entrepreneurial experience, Christer shares his journey from computer science to pharmaceuticals and biotechnology, and his mission to create impactful treatments for neurological diseases such as Alzheimer's and Parkinson's.

Key Takeaways:

00:00 Introduction. 01:41 Christer shifts from computer science to biotech, founding EffRx Pharmaceuticals. 03:42 A patented micellar formulation achieves nine times higher bioavailability. 08:16 Biohackers stress eight hours of quality sleep for brain health. 10:10 Early ventures show the value of surrounding yourself with the best people. 13:55 Christer learns the value of doing your homework when opening a restaurant in the US. 15:41 True wealth for Christer is family and time with grandchildren. 17:26 A natural compound with strong data leads to a new nutraceutical line. 18:45 Nutraceuticals offer affordable access and broad patient benefits.

Resources Mentioned:

Christer Rosén https://www.linkedin.com/in/christer-ros%C3%A9n-23ab083/

Jupiter Neurosciences, Inc. | LinkedIn https://www.linkedin.com/company/jupiterneurosciences/

Jupiter Neurosciences, Inc. | Website https://jupiterneurosciences.com/

EffRx Pharmaceuticals SA | Website https://www.effrx.com/

National Institute on Aging | Website https://www.nia.nih.gov/

Murdoch Children's Research Institute https://www.mcri.edu.au/

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.

#Biotech #NeuroScience #BrainHealth #Innovation #HealthTech

We're joined by Kwindla Hultman Kramer, CEO and Co-Founder of Daily. Kwin shares how his career has been shaped by a love for technology and building real-time communication platforms. He reflects on lessons learned from entrepreneurship, the opportunities and challenges presented by AI, and his perspective on balancing optimism with realism as the future unfolds.

Key Takeaways:

00:00 Introduction. 01:40 Kwindla was inspired by his parents to pursue real-time video. 03:35 Daily began in 2015 to simplify real-time video and audio. 07:35 LLMs offer benefits but will drive major economic shifts. 09:07 AI-generated content and voice cloning pose new risks to trust and security. 11:51 Selling to big companies requires learning through experience. 14:05 Startups need bold vision and flexibility as markets evolve. 16:19 True wealth is family, health, and the privilege of meaningful work. 18:35 Daily is adapting its tools to support LLMs like human communication.

Resources Mentioned:

Kwindla Hultman Kramer https://www.linkedin.com/in/kwkramer/

Daily | LinkedIn https://www.linkedin.com/company/dailyco/

Daily | Website https://www.daily.co/

MIT Media Lab https://www.media.mit.edu/

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.

#Technology #AI #VideoTechnology #Telehealth #Innovation

We sit down with Lindsay Droz and Kristi Lord, Co-Founders of L'AVANT Collective, a company redefining luxury in the natural cleaning space. They share how personal motivation, health concerns, and a commitment to aesthetics sparked the creation of their brand. From balancing entrepreneurial grit with family life to championing collaboration among female founders, Lindsay and Kristi guide us through the origins of L'AVANT Collective, lessons from partnership, and what true fulfillment looks like in business and life.

Key Takeaways:

00:00 Introduction 01:42 L'AVANT is born from a desire to build something purposeful. 04:21 Launched in 2021 with help from Shopify and independent partners. 07:36 Customer love fuels them; a strong co-founder softens the lows. 10:31 Strong partnerships start with self-awareness and complementary skills. 12:16 One plus one equals four; partnerships thrive by complementing each other. 14:33 Female founders grow by collaborating and lifting each other up. 16:15 For women, the mental load at home remains; true balance doesn't exist. 18:53 Discomfort drives growth — and that's what fuels happiness.

Resources Mentioned:

Lindsay Droz https://www.linkedin.com/in/lindsaydroz/

Kristi Lord https://www.linkedin.com/in/kristilord/

L'AVANT Collective Website https://lavantcollective.com/

Shopify https://www.shopify.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.

#Entrepreneurship #FemaleLeaders #CleanBeauty #FounderStory #WomenInBusiness

Kateri Karp, Director of Marketing and Communications at CEO Coaching International, joins us to explore her extraordinary personal and professional journey. From a fast-paced media career in New York to surviving multiple rounds of cancer — including emergency brain surgery — Kateri shares how she finds meaning, resilience, and gratitude in every stage of life. She also discusses the importance of open conversations about money, the value of supportive relationships, and how a major health crisis shifted her outlook on success, work, and true wealth.

Key Takeaways:

(02:15) "The Devil Wears Prada" sparks Kateri's "Glamour" magazine dream. (03:48) Thyroid cancer spreads to both lungs just before a planned move to LA. (05:38) Unusual symptoms show the danger of vague reassurances. (07:47) Devastating news prompts an urgent call for mental health support. (09:28) Brain surgery brings deep gratitude after years of silent struggle. (12:22) Past setbacks build resilience for life's biggest challenges. (14:09) Inner strength turns despair into determination within hours. (16:07) Curiosity about money fuels a belief in open financial conversations.

Resources Mentioned:

Kateri Karp https://www.linkedin.com/in/kateri-karp-a1888011/

CEO Coaching International |LinkedIn https://www.linkedin.com/company/ceo-coaching-international/

CEO Coaching International |Website https://ceocoachinginternational.com/

Ramit Sethi's | Website https://www.iwillteachyoutoberich.com/

"How to Get Rich" – Netflix https://www.netflix.com/ph-en/title/81410436

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.

#Resilience #CancerSurvivor #MentalHealthAwareness #CareerJourney #HealthIsWealth #PersonalGrowth