Envizion More

*Drumroll please… And the #1 episode of 2024 is episode #1! 

Our launch episode focused on the ethos of what the podcast would become, and it continues to gain new listeners despite nearing its one-year anniversary! We hope you enjoy as much as we have.

-

Welcome to the inaugural episode of the Envizion More Podcast. I’m uniquely excited to finally share what we’ve been working on in secret for the last 6 months. Today’s conversation will help give you a taste of the conversations we’ve been capturing and what’s to come.

I’m joined by my good friend Trent Booth, CEO of Veritas Leadership. He’s my professional coach who has a knack for bringing out the best in those around him–you’ll hear from him frequently on this show.

Today, we answer the cornerstone question, “What does it mean to Envizion More?” (And why a podcast about it?)

Here are a few of the soundbites you’ll come across in today’s episode:

Financial success ruins as many families as it strengthens. How do we find and protect our core values in the midst of wealth?

70% of wealth disappears in the second generation. How do we mentor our kids to take what we’ve built and steward it well, accelerating our family wealth and impact through generations 2 and 3?

We encourage our clients to plan for “financial independence.” Don’t work 40 years to put your feet up and coast with no purpose. We want our clients to manage their wealth towards maximum freedom–freedom to pursue your family's calling and vision.

I hope you enjoy this opening episode, and if you’d like to check out the show notes or learn about our work at Vizionary, visit us at EnvizionMore.com.

00:00 Financial empowerment beyond retirement planning

10:39 Personal growth through extensive reading

13:50 Challenging biases for financial breakthrough

17:28 Rethinking vision: Impact over retirement

30:21 Using wealth to accelerate values through generations

39:40 Breaking generational mindsets for success

45:50 Practicing intentional family conversations on values

51:27 Avoiding entitlement in generational wealth

1:03:02 Storytelling for accessible financial concepts

Envizion More: http://www.EnvizionMore.com 

Vizionary Wealth: http://www.VizionaryWealth.com 

Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 

Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 

Veritas Leadership Group: https://www.veritasleadershipgroup.org/

Trent’s LinkedIn: https://www.linkedin.com/in/trentbooth/

Disclosures: http://www.VizionaryWealth.com

Welcome back to our Best of 2024 Year in Review!

Today, we dig into our #2 episode from the first year with guest Bryce Wagner. This conversation gave us insight into the unique mind of 19-year-old Bryce, an entrepreneur who has an uncommon perspective on value creation, thinking strategically, and stewarding your mindset.

Today's episode was our 7th episode, featuring Bryce Wagner. We hope you enjoy it!  

At just 19 years old, Bryce Wagner has experienced more transformation than most seasoned leaders. 

Instead of college, he chose the entrepreneurial route and now oversees a franchise business nearing $1M in annual revenue. He’s transformed his health, losing 150lbs and building muscle mass. He’s embracing mentors and reading 50+ books a year.

How did he arrive at this point at only 19? His story (so far) is one of extreme ownership. Not perfection. Ownership.

Bryce’s journey is a wealth of insight for anyone who wants to empower their kids to chase big dreams. Our hope is not that they become like us–it’s that they lap us again and again.

00:00 Introduction to Bryce Wagner's Leadership Journey

04:12 Transformation through Discipline and Leadership

10:30 Reading to Lead: Bryce's Key Books

17:45 Managing Early: Bryce's Introduction to Business

25:28 College vs. Entrepreneurship

32:40 Embracing the Family Business

39:15 Overcoming Bullying: Building Resilience as a Leader

47:02 The 75 Hard Challenge: Mental Grit Meets Habits

54:19 Negotiating Equity Deals as a Teenager

1:12:27 Dealing with Failure

1:20:42 Finding the Bigger Goal

1:29:50 Family Goals and Lifetime Giving

1:37:33 The Emotional Aspect of Leadership: Control and Connection

Envizion More: http://www.EnvizionMore.com 

Vizionary Wealth: http://www.VizionaryWealth.com 

Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 

Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 

Disclosures: http://www.VizionaryWealth.com 

We are closing in on the one-year mark of the Envizion More Podcast, so we are taking a moment to revisit our top 3 episodes of 2024!

These conversations resonated the most, offered engaging conversation, and encouraged listeners to Envizion More. Whether you’re listening again or catching them for the first time, we’re excited to share these standout moments with you. 

Today's episode, and the final installment in our top 3 episodes from 2024, was our 4th episode, featuring Justice Volz. We hope you enjoy it!  

“Very rarely do you get to walk the entrepreneurial journey with your mentors. That’s one of the biggest privileges of having mentors as partners. My dream is to do the same thing with my kids.”

In this episode, we sit down with Justice Volz, managing partner of Liberty Entertainment, who shares his remarkable entrepreneurial quest as a young managing partner of a growing franchise business. With a hub on Ocean City, New Jersey’s boardwalk, Justice has a wealth of insight earned by experience.

Together with his brother and the strategic mentorship of Wayne Wagner, Justice navigates the narrative of their business evolution – from weathering setbacks to transformative acquisitions. Justice also shares about the benefits (and challenges) of family business dynamics.

Key Themes Include:

We'll also be joined by the insightful Trent Booth, who explores the layers of multi-generational business growth, the impact of strong mentorship, and the significance of leaving more than just financial wealth to future generations.

Envizion More: http://www.EnvizionMore.com 

Vizionary Wealth: http://www.VizionaryWealth.com 

Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 

Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 

Disclosures: http://www.VizionaryWealth.com 

Connect with Justice on LinkedIn: https://www.linkedin.com/in/justice-volz-735288273/ 

"When families fail to plan, they plan to fail. Estate planning isn’t just about documents—it’s about preserving peace."

In this episode of Envision More, Wayne Wagner Jr. is joined by Chris Young, a veteran estate planning attorney with over 30 years of experience. As a partner at Archer & Greiner, Chris has worked on complex, high-net-worth cases, helping families navigate the intricacies of wealth transfer and legacy planning.

The conversation goes beyond the essential documents everyone needs and explores the often-overlooked nuances of trusts. Chris shares gripping stories of real-life cases that illustrate the value of thoughtful planning, including avoiding elder abuse, protecting children from financial pitfalls, and navigating sensitive family dynamics.

Wayne and Chris also tackle trending topics like the role of AI in estate planning, the importance of intergenerational conversations, and the challenges faced by family businesses. With actionable advice and engaging anecdotes, this episode is packed with wisdom for anyone seeking to safeguard their legacy.

Whether you're starting from scratch or revisiting your estate plan, this conversation will leave you better equipped to make confident decisions for your family’s future.

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

“On the balance sheet of your future, is your health a liability or an asset?”

Unfortunately, every advisor has seen their own version of this story: a client spends decades building a robust net worth only to experience a life-changing medical event as early as their 50’s or 60’s. The life they spent decades saving for now looks entirely different.

That’s the story our guest today, Stevyn Guinnip, is devoted to avoiding. She has a unique specialization serving top financial advisors who don’t want to mortgage their health to build their business. 

She’s the founder of an incredible program–the Wellth Plan–which takes the principles of wealth building and applies them to your most valuable asset: your health. In her words, “Take your health from a liability to an asset.”

Today, she shares her perspective on how top performers can achieve the optimal balance of financial and physical success through consistent, compounding practices.

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

"The past is prologue, but it doesn’t have to be — we have the power to chart a new trajectory for our lives."

In this episode, Wayne Wagner, Trent Booth, and Nate Wagner dive deep into the critical importance of holistic wellness and self-awareness as the foundation for effective leadership in our families, businesses, and communities. 

Together, they explore the 5 Dimensions of Wellness — Physical, Psychological, Emotional, Social, and Spiritual — offering practical strategies to help you thrive in each area.

From tackling physical health challenges in mid-life to building resilient relationships, this episode is a blueprint for becoming the best version of yourself. Tune in to gain actionable insights for sustainable growth and learn how to lay a foundation for true flourishing in every aspect of your life.

Quotes to Remember:

Connect with Us:

Start mapping your 2025 today. It’s not about perfection; it’s about progress and intentionality. Take stock of where you are, envision where you want to go, and start creating the life you’re called to lead!

"If we understand why we’re making changes, we can take small steps today that will shape the life we truly want."

In this episode of Envizion More, Wayne Wagner is joined by Trent Booth of Veritas Leadership Group and Nate Wagner, leadership coach and counselor, for an inspiring and practical discussion on how to map out 2025. Together, they walk you through a proven framework—the Wheel of Life—to evaluate where you are now, envision where you want to go, and carve out actionable steps to get there.

From strengthening your faith, family, and finances to prioritizing personal growth and giving back, this episode provides a clear and encouraging blueprint to plan your year with intentionality and purpose. Whether you’re leading a family, a business, or simply your own life, this is a conversation about alignment, balance, and building a legacy that matters.

Download the Family Discussion Guide: https://www.vizionarywealth.com/mapping-2025 

Start mapping your 2025 today. It’s not about perfection; it’s about progress and intentionality. Take stock of where you are, envision where you want to go, and start creating the life you’re called to lead!

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

Welcome to another inspiring episode of the Envizion More Podcast! In this episode, Wayne Wagner dives deep into the art and strategy of financial vision casting as a family. Learn how to collaboratively plan your year ahead, set financial goals, and align your family's values with practical steps for a prosperous future.

Download the PDF Discussion Guide: https://www.vizionarywealth.com/mapping-2025 

This year, set aside time to create a financial vision for your family. Use Wayne's 10 annual questions to review your budget, income sources, and net worth. Then, outline goals to reduce debt, grow investments, and build a legacy.

To download Wayne’s Guide to Annual Planning for Families, visit this LINK

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

We have the privilege of working with high-performing families, but what keeps a family close in the midst of individual success?

Today’s returning guests Chris and Melissa Smith have dedicated their careers to helping families forge a common bond around core values and vision. Their work through Family Brand (linked below) is a powerful framework to help families answer the critical question, “Who are WE?”

We’re ready to tackle the practical aspects of building strong family identities by setting yearly goals and themes, reflecting on past successes and challenges, and emphasizing the importance of open communication and vulnerability. 

Whether it’s creating vision boards with your kids on New Year’s Eve, establishing relationship goals, or teaching financial responsibility, today’s episode is packed with insights for every family eager to deepen connections and foster intentional living.

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

For most people, your 40’s represent a challenge: your income is the highest it’s ever been, but life is more expensive than ever too. And busier.

As a result, your 40’s tend to be a balancing act of priorities in the areas of money and time. How you prioritize will determine the life you lead, both now and in the critical coming years.

Today’s episode breaks down some of the key financial strategies and vehicles we see for clients navigating this incredible season of life.

Whether you're advancing in your career or managing growing family responsibilities, this episode is filled with valuable advice to help you navigate this critical decade.