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Today’s guest is Elizabeth Husserl, a financial advisor, registered investment advisor representative, and the co-founder of Peak360 Wealth Management, a boutique wealth planning firm based here in the Bay Area.

Elizabeth has this rare and fascinating blend of expertise: she holds a degree in economics from Tulane and a master’s in East-West psychology from the California Institute of Integral Studies, where she’s also served as an adjunct professor. Her work weaves together money, meaning, entrepreneurship, and mental well-being — a thread I found both timely and deeply resonant.

Before launching Peak360, Elizabeth worked across the Americas in nonprofit settings, and today she’s also a sought-after speaker, having led workshops at places like Airbnb, Unity, and Google.

She lives in the Bay Area with her husband and daughter, and I can’t wait for you to hear the way she approaches personal finance through the lens of both human psychology and long-term vision.

Buy The Power of Enough

• Facebook: @conversationswithmoney
• Instagram: @elizabethhusserl
• LinkedIn: Elizabeth Husserl

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Today, I’m excited to bring back a guest whose first episode was one of the most listened to of Season 1 and in May this year, it topped the charts again as the most streamed episode on Spotify.

Loren Vandegrift is a partner at Business Exits and has brokered over $500 million worth of business sales in just the past five years. He’s also no stranger to the founder journey himself... he previously built and led a couple of tech strategy consulting firms. But it was actually a bad experience selling his own company that motivated him to jump into the world of M&A, determined to give other entrepreneurs a better path than the one he faced.

Full disclosure: Loren was my business broker when I sold my last company in 2020. Because that experience was so positive, we’ve kept in touch, and I’m lucky to now call him a friend. In this episode, we talk about how business brokering has changed in just the past year and a half, and what current trends buyers and sellers should be paying attention to.

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Today’s guest is Lauren Vermette, founder and CEO of Franchisee Insight.

Lauren has dedicated her career to bridging the gap between franchisees and franchisors, offering a unique perspective on the franchise industry.

She truly understands the challenges and rewards that come with franchise ownership, having successfully built and sold multiple units in her own portfolio.

Now, Lauren’s mission is to guide aspiring entrepreneurs through the journey of self-discovery—helping them take that first step toward business ownership and, ultimately, toward wealth and independence.

And just like a health insurance broker, Lauren’s services are completely free to you as the franchisee; she’s compensated by the franchisor for connecting the right people with the right opportunities.

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I met John Clapham or "JC" in Raglan, New Zealand last year when I walked into his shop hoping they weren’t yet closing and said while huffing from my brisk walk, “What time do you close?” 

He responded with a smile, “depends on whose asking…LOL." 

And from there, we ended up chatting for about half an hour.

I left thinking, I want to hear more of this guy’s story.

JC didn’t go to college and worked his way up from tagging surf leashes in a retail shop to becoming CEO of Volcom Australia. He is the co-founder of the Raglan Surf Emporium, is a partner of Raglan Roast Coffee - which now has eleven locations across New Zealand - owns a gas station, holds major real estate investments, and continues to consult and build new ventures.

In today’s episode, we only scratch the surface of JC’s journey. 

But wow -  what an inspiration.

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What began as a tribute to my dad has unexpectedly become part of my healing journey, transforming from purely business and entrepreneurship to learning through storytelling. 

How I Built My Small Business recently won a 2025 Communicator Award of Excellence as an educational series, validating the creative endeavor of hosting, editing, and producing this show.

• Season One focused on business creation and growth while Season Two explores guests' expertise and perspectives beyond business
• Learning through storytelling was deeply valued by my dad, who believed one must never stop learning
• Overcoming autoimmune conditions through diet, lifestyle changes, proper exercise, quality sleep, nervous system rebalancing, and the surprising way podcasting filled a missing puzzle piece
• Podcasting itself has been healing by providing space to express my authentic voice after years of people-pleasing
• Moving away from rigid question preparation to allow for more authentic, flowing conversations
• Finding the balance between "doing" and "being" - a lesson learned from New Zealand culture

As we head into the second half of this season, I'll keep following the joy and leaning into alignment. I wish you less pressure, less stress, and less rushing.

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Today’s guest is Dave Pope, a friend of mine from college who spent 14 years in sales in the Northeast before making a bold move and buying Kaytech, Inc., a surface preparation company based in Greenville, South Carolina. 

At the time, he had no prior experience as a business owner.

In this episode, Dave shares what it’s really like before, during and after acquiring a small business with stories from his first year as an owner-operator.

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Today’s guest is Samantha Rose, an Emmy award-winning television writer and three-time New York Times Bestselling ghostwriter.

She’s the founder of Yellow Sky Media, a literary development company that collaborates with celebrities, experts, and industry leaders to bring their powerful stories to life.

Recently, Samantha stepped into the spotlight with her own memoir, Giving Up The Ghost, a poignant exploration of the grief and unanswered questions that followed her mother’s suicide.

Her work has reached readers around the world, with projects translated into more than twenty languages and featured in the Wall Street Journal, Harper’s Bazaar, Time, and selected as Reese’s Book Club and Target Bookmarked picks.

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Today’s guest is Glenn Harrold, a meditation guide whose relax and sleep well recordings have personally helped me get much needed rest at times when I’m tired but wired.

Glenn is an international best selling self-help author and one of the world’s most successful hypnotherapists. His guided meditations and mindfulness audio titles have been streamed over forty million times.

And, his CD title, Complete Relaxation, is the only gold disc ever awarded by Nielsen for a self-help title. 

Glenn’s story is pretty incredible, from rough teenage years to success in the music business, hitting rock bottom and eventually founding Diviniti Publishing to help bring mindfulness and self-help recordings and products to a global audience.

It was the deep personal challenges he faced that led him to dedicate his life to helping others break through mental barriers, find inner peace, and create lasting change.

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As the daughter of immigrants, I’ve often turned to my own parents’ story for inspiration, a belief that we’re all capable of achieving anything we truly believe in, and a reminder that taking risks is often the key to making meaningful leaps in life.

Today, I’m joined by Neri Karra Sillaman, who shares her extraordinary journey, from fleeing her home country as a refugee to building a global, multi-million dollar luxury brand, and teaching entrepreneurship at Oxford.

She’s a 3-time TEDx speaker and the author of Pioneers: 8 Principles of Business Longevity from Immigrant Entrepreneurs, which has reached #1 in multiple Amazon categories, including Entrepreneurship, Business Diversity & Equality, and New Releases.

Her work has been featured in Harvard Business Review and Fast Company, and she’s calling in from Paris for today’s interview.

Buy Pioneers on Bookshop.org (Supports Indie Bookstores)
Buy Pioneers on Amazon

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