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

In this episode, Nate and Brian Gast discuss:

• Why people don't find fulfillment when they are living in success
• Learning from failures and blowups
• Taking an honest inventory
• Seeing the deeper need

Key Takeaways:

• Happiness and fulfillment is an inside job. You can't buy your way into it, it's not something that has to happen externally, fulfillment is cultivated within.
• As you grow older, you stop learning from success and start learning more from failure. For some people, it takes a few blowups to realize their blindspots. Are you going to wait for that blowup before you sit down with someone and figure out yours?
• Take an honest inventory of what really is going on. Try it yourself, but if you have someone you can trust who will tell you your blindspots with brutal honesty, even better.
• Success, money and fame are not often what people really want when they say they want them, but there's a deeper need behind each that has to be fulfilled in order for the person to feel truly happy.

"Humans actually are lousy predictors of what will make them happy… It's an inside job, the nature of fulfillment is." — Brian Gast

About Brian Gast: He is a Former CEO who managed three fast-growing Telecommunication companies and then he became an executive coach who's a certified forum facilitator for YPO. He has a Master's in Business Administration and his focus is in helping people find their purpose and potential. He has a book called, "The Business of Wanting More: Why Some Executives Move from Success to Fulfillment and Others Don't".

Connect with Brian Gast:

Twitter: http://www.twitter.com/briangast

Facebook: https://www.facebook.com/executivelifecoach

Website: http://www.briangast.com/ or https://quadrantinternational.net

LinkedIn: https://www.linkedin.com/in/briangast/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show notes by Podcastologist: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Antony Davies discuss:

• How to create change from an economic perspective.
• Sustainable incentives.
• Debts and government involvement in debt.
• The motivation behind writing his upcoming book, Cooperation and Coercion

Key Takeaways:

−The fundamentals of economics boils down to two things; all things have a trade-off and all people respond to incentives.

-The money the government spends without increasing the taxes will be taxed to unborn generations who will have to pay that debt despite having a say in this inherited debt.

−It is the government failing to do its job that is causing the short-term incentive problem, including the impact on the environment from companies.

−The biggest myth is that the government owes $23 trillion. The debt is much greater. That $23 trillion is just the federal government.

"The largest problem with the debt is that politicians have figured out a way to tax people who can't vote. And that's effectively what debt is." — Antony Davies

Connect with Antony Davies:

Book: Cooperation and Coercion: How Busybodies Become Busybullies and What that Means for Economics and Politics

Show: Words & Numbers Podcast

YouTube: Antony Davies

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

In this episode, Nathan and Julie Faupel discuss:

• Julie is the owner of Jackson Hole Real Estate and the newly launched REALM, a Real Estate tech company.
• Decision making around risk taking.
• Her recipe for success rooted around mindset.
• Connection and authenticity with people on your journey. Key Takeaways:
• There is always a balance in risk taking. Have a healthy perspective on your life and your support makes it easier to charge head long into a risky situation.
• Don't be afraid of hard work – it might be scary or difficult, but good things will come.
• Develop compassion for people in their journeys as they are now.
• Fear is what keeps us small. "The more you bring your most authentic self to the table, the better results you get from other people, the more honest the communications are, the higher you can actually achieve." — Julie Faupel Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009
• Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Dakin Sloss discuss:

• Dakin's professional journey.
• Breakthrough scientific startups.
• How the human experience will change with technology.

Key Takeaways:

• AI will have a dramatic effect on our lives.
• Valuable companies are created with valuable people.
• Don't wait to take action when a decision is available.
• Diligence with communication is a key priority for success.
• The #1 ingredient in building your team is hunger within the individual.

"Success leaves clues. I have tracked those clues and tried to do what other, more successful people than me have done to follow in their footsteps."- Dakin Sloss

Connect with Dakin Sloss: Twitter: @DakinSloss Website: PrimeMoversLab.com & DakinSloss.com LinkedIn: Dakin Sloss Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304 Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Sara Vladic discuss:

• Sara's role as the storyteller for USS Indianapolis
• The story of USS Indianapolis.
• What Sara has learned over the 17-year-long project.
• The legacy of the USS Indianapolis.

Key Takeaways:

• A perfect storm of miscommunication occurred in the disaster of the USS Indianapolis sinking on July 30, 1945.
• Only 316 survived from the original 1,196 crew on board.
• The legacy of the Indianapolis story is to recognize the significance of what our veterans choose to do for us and how they fought to provide the freedoms which we now enjoy.

"Not all of us are meant to serve, but we can certainly serve those who did and we should never forget that." — Sara Vladic

Connect with Sara Vladic:

Twitter: @SurfinSara

Book: Indianapolis: The True Story of the Worst Sea Disaster in U.S. Naval History and the Fifty-Year Fight to Exonerate an Innocent Man

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Rob Follows: Founder and CEO of STS Capital Partners

In this episode, Nathan and Rob Follows discuss:

• The STS Capital Partners value proposition.

• Issues business owners should consider before selling.

• Philanthropy and creating legacy.
• Setting big goals to inspire your heart and mind.

Key Takeaways:

• It's not what you think you're worth as a seller, it's what the buyer sees doing with your firm that matters most.
• Doing your homework in advance of a sale can lead to a significant increase in selling price.
• You don't need a magical DNA mix to accomplish things in life, anyone can accomplish big goals with reflection, planning, and execution.
• Find a way to accomplish your goals. You don't have to rush them, you just have to do them.

"You've got to set big goals, ones that you love and inspire you. Anyone can do that; it does take being brave." — Rob Follows

Connect with Rob Follows:

Rob Follows, Founding Chairman & CEO

4 Robert Speck Pkwy

Mississauga, ON L4Z 1S1

Phone 905.804.1934

Email: [email protected]

LinkedIn: www.linkedin.com/in/robfollows/

Company Website: www.stscapital.com

Company LinkedIn: www.linkedin.com/company/sts-capital-partners/about/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Jennifer Crute Steiner discuss:

• Alsana, an eating disorder recovery provider in California, Alabama, and Missouri.
• Jennifer's career path and personal motivation to destigmatize mental health.
• How Jennifer uses Enneagram in her organization.
• Leading people through change, conflict and self-discovery.

Key Takeaways:

• Many people struggle with mental health issues but options for care and support are available.
• Enneagram is a tool to help you understand what you are innately good at and how you see the world.
• Awareness of personality types can improve empathy and communication.
• Shadow personality types show up during stress.
• Empathy and understanding is critical during change management and conflict.

"Once we really understand how differently folks see the world, it shifts the way we show up for them." — Jennifer Crute Steiner Connect with Jennifer Crute Steiner: Alsana - From the Latin roots meaning "all" or "total health" Email – [email protected] Company Website – www.alsana.com Company Facebook - www.facebook.com/alsanallc/ Company Twitter – @alsanallc Company LinkedIn - www.linkedin.com/company/alsana/ Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Bill Emerson discuss:

• Bill's upbringing, college days at Penn State and lessons learned from his father.
• How team sports shapes people.
• Bill's journey from loan officer to CEO of Quicken Loans.
• Leadership insight, the importance of serving others and what motivates Bill today.

Key Takeaways:

• You don't have to be the most talented, you just have to work harder than everyone else.
• Effort, energy, and sacrifice is required if you want to be great.
• Everything starts with the people on your team and your relationships with them.
• Focus on removing obstacles for the people you are leading.

Give in any capacity you can because it is the right thing to do. "When you take team members and empower them to be part of the solution, you can do anything." — Bill Emerson Connect with Bill Emerson: Bill Emerson, Vice Chairman Quicken Loans & Rock Holdings, Inc. 1050 Woodward Ave. Detroit, MI 48226 800 863-4332 Twitter – @BillEmerson Quicken Loans website - www.quickenloans.com Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: [email protected] Twitter: @NathanMersereau LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Kim Laughton discuss:

• Kim's role at Schwab Charitable
• How donor-advised funds work
• Charitable giving trends
• Kim's career track and what fuels her mission to increase giving at Schwab Charitable
• Advice Kim would give to her 20-year-old self.

Key Takeaways:

• Every dollar matters and everyone can make an impact by giving to charity.
• Start giving early in life, even if it is volunteer time rather than money.
• You can have it all, but not necessarily all at the same time.
• Figure out what you want in life, be patient and don't compromise.
• Embrace optimistic realism – look forward to the future, but be grounded in your present.

"It's the marrying of the heart and the mind, when it comes to giving, that can make it the most satisfying." — Kim Laughton

Connect with Kim Laughton:

Kim Laughton, President

Schwab Charitable

211 Main Street

San Francisco, CA 94105

Email – [email protected]

Company Website – www.schwabcharitable.org

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Nathan and Liz Hwang discuss:

• How Liz learned entrepreneurship from a young age while watching her parents.
• Liz's passion for helping entrepreneurial women.
• The power of conversation and mentorship.
• Advice Liz would give her 20-year-old self.

Key Takeaways:

• You have to be quick to adapt to the changing environments in the business world.
• Put your family first, but don't forget about the importance of your business.
• The quality of connection, not the quantity, is what is important in all of your relationships.
• Have an understanding of your consumer to better develop your brand.

"Entrepreneurship has a way to make a better world for everyone in it." — Liz Hwang

Connect with Liz Hwang:

Facebook: www.facebook.com/Modern-Essentials-512755192549097/

Website: www.jacksonbags.com & www.modernessentialsdesign.com

Email: [email protected]

LinkedIn: www.linkedin.com/in/lizzehwang/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.