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How Did We Get Here? episodes
- 18. How Did We Get From a Childhood Goal to Estate Law? with Jenny Rozelle
Join us as we chat with Jenny Rozelle, an estate and elder law expert who brings a down-to-earth approach to legal planning. From her small-town beginnings to leading a successful law firm, Jenny shares how hard work and community-focus drive her success. She breaks down why estate planning matters for everyone, and gives simple, practical advice to protect what you value most.
Connect with us!
Jennifer Rozelle on LinkedIn
Indiana Estate and Elder Law
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth
40 min - 17. How Did We Get From Failed Classes to Fitness in Finance? with Aravind Sithamparapillai
In this episode Aravind Sithamparapillai shares his journey, facing family expectations and self-doubt as he built a career in finance. Aravind opens up about overcoming struggles, including mental health challenges, and finding his way back to university. His story shows the power of self-belief, resilience, and the importance of doing what you actually care about. Join us for a story of growth, courage, and finding purpose beyond money.
Connect with us!
Aravind Sithamparapillai
Ironwood Wealth Management
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth
44 min - 16. How Did We Get From History Major to Financial Advisor? with Dennis Morton
Meet Dennis Morton—a former history major, band musician, and missile operator who’s now the founder of a financial advisory firm. In this episode, Dennis talks about his winding career path from military life to finance, and shares his hard-earned lessons and stories. Learn how he found his true calling, built a new career from scratch, and used his background in empathy and communication to connect with clients. It's a story of big career changes, family support, and finding purpose.
Connect with us!
Dennis Morton on LinkedIn
Morton Brown Family Wealth
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth
47 min - 15. How Did We Get From Answering Phones to Index Funds? with Perth Tolle
In this episode, we chat with Perth Tolle, a finance trailblazer who mixes personal values with smart investing. From her time as a Fidelity advisor to creating a freedom-focused index for emerging markets, Perth’s journey shows how staying true to your beliefs can lead to success. We also talk about taking risks, changing careers, and how community support can help you bounce back from challenges. Listen for tips on investing, new markets, and the power of connections.
Connect with us!
Perth Tolle on LinkedIn
Life + Liberty Indexes
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth
1 hr 5 min - 14. How Did We Get From Investment Banker to Artist? with Dave Ross
Join us as Dave Ross shares his unique journey from asset management to transportation executive to artist. He talks about chasing impact over following a set career path, the value of self-awareness, and learning from mentors. We also dive into career transitions, personal growth, and lessons from 2020 on finding clarity and building strong relationships. This episode offers practical tips to help you align your career with who you want to become.
Connect with us!
Dave’s Art
Dave’s Substack
Jess Bost on LinkedIn
Lake Avenue Financial
Mark Newfield on LinkedIn
Journey Strategic Wealth
52 min - 13. How Did We Get From Pageant Queen to Queen of Alts? with Shana Orczyk Sissel
Join us as Shana Orczyk Sissel, founder of Banríon Capital, shares her journey into finance without a traditional finance degree. From her experiences in sports, theater and pageants to overcoming ADD and navigating challenges in a demanding industry, Shana’s story highlights resilience and creativity. She talks about building her business and balancing life as a single mom, offering valuable insights for anyone looking to succeed in finance and beyond.
Connect with us!
Shana Orczyk Sissel on LinkedIn
Banríon Capital Management
Jess Bost on LinkedIn
Mark Newfield on LinkedIn
1 hr 10 min - 12. How Did We Get From Astrophysics to Editor-in-Chief? with Lara Crigger
In this episode, Lara Crigger talks about her journey from studying astrophysics to becoming a writer and working in commodities and ETFs. She shares how she followed her passion for storytelling, turned down scholarships, and balanced a busy career with motherhood. Lara also talks about overcoming challenges like burnout and grief, rescuing her dog after Hurricane Katrina, and the lessons she’s learned about leadership and building strong teams. Her story is full of inspiring career advice!
Connect with us!
Lara Crigger on LinkedIn
Shoe Leather by Lara Crigger
Jess Bost on LinkedIn
Mark Newfield on LinkedIn
53 min - 11. How Did We Get From Internet Newbie to Nitrogen? with Aaron Klein
Aaron Klein’s childhood struggles with money and near foreclosure shaped his approach to risk and opportunity in his career. Despite early failures, he founded Riskalyze (now Nitrogen), a company that revolutionized financial advising by creating a way to measure risk with a "risk number." Through his story, Aaron touches on resilience, timing, and innovation, as well as the challenges of leading through tough times like the COVID-19 pandemic. He also reflects on taking time off for family, finding balance, and the emotional side of risk in both investing and life.
Connect with us!
Aaron Klein on LinkedIn
Nitrogen
Jess Bost on LinkedIn
Mark Newfield on LinkedIn
1 hr 17 min - 10. How Did We Get From Dishwasher to CFA®? with Derek Hagen
In this episode, we share the inspiring story of Derek Hagen, who overcame poverty and started working at a young age to eventually become a successful financial advisor. Derek’s journey shows how hard work, education, and perseverance can change your life. He talks about finding his passion for finance, navigating career choices after college, and balancing full-time work with further education. Derek also highlights the importance of using wealth to improve life rather than as a goal itself. It’s a powerful conversation about resilience, smart decisions, and finding purpose in your work.
Connect with us!
Derek Hagen on LinkedIn
Jess Bost on LinkedIn
Mark Newfield on LinkedIn
Referenced in our conversation:
David Foster Wallace’s This Is Water
1 hr 1 min - 9. How Did We Get From Farm School to Financial Planner? with Cullen Roche
In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset.
Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how moving to California became a pivotal turning point in his career. He also dives into the significance of macroeconomics in personal investing, key lessons from the 2008 financial crisis, and the value of patience and resilience when managing finances.
Connect with us!
Cullen Roche on LinkedIn
Jess Bost on LinkedIn
Mark Newfield on LinkedIn
1 hr 21 min
About How Did We Get Here?
From the publisher's feed
Welcome to "How Did We Get Here?" - the podcast where our two Talking Heads, Jess Bost and Mark Newfield, bring on guests to learn more about their past lives before landing where they are…
today.
As you know, life is super simple, straightforward and never makes people ask "Wait, you did what?!"
So join us for an honest convo on career exploration, overcoming setbacks, considering when to pivot, and offering encouragement on how to find value in your career and life choices. Let's ask the question, “Holy crap, how did I get here?" together!!