Avoid Burnout: Master Your Work-Life Rhythm Now

Season 2 | Episode 3

Are you constantly overwhelmed, feeling the pressure to keep up with work and still be present at home? You're not alone—and there's a better way. In this transformative episode of Innovate & Overcome, hosts Richard Canfield and Ryan Herpin (Co-founder & Managing Partner, Impact Strategies Consulting) reveal the actionable tools, frameworks, and mindset shifts entrepreneurs need to strike a real work-life rhythm and avoid burnout for good.

Discover why balance doesn’t mean equal time, but intentional time—and learn to apply Ryan’s rhythm framework: Focus, Flex, and Fuel. Explore why communication is the backbone of personal and professional success, how to set non-negotiables and boundaries, and the practical techniques for delegating, building resilient teams, and scaling your business without sacrificing your wellbeing.

Whether you’re a business owner, executive, or striving for better harmony at work and in life, this episode is packed with real stories, simple systems, and expert tips to help you innovate, overcome, and thrive—on your terms.

0:00 – Introduction & Meet Ryan Herpin
1:18 – Signs You’re Heading Toward Burnout
2:28 – Why ‘Rhythm’ Beats ‘Balance’ in Work & Life
4:25 – Making Fuel Time Non-Negotiable
6:41 – Handling Interruptions, Curveballs & Communication
8:01 – Building Structure: Focus, Flex & Fuel Explained
12:04 – Breaking Growth Ceilings & Scaling with Systems
15:30 – Eliminating Bottlenecks & Strategic Planning
18:32 – Ownership, Accountability & Team Empowerment
24:13 – Building a Resilient Team & Magnetic Culture
32:22 – Creating Leaders: Leadership Development in Action
36:06 – Profits with Purpose: Avoiding the Grind
40:34 – Vision, Mission & the Power of Story
47:38 – Where to Find Ryan Herpin & Free Consultation

Connect with Ryan Herpin:
Website: https://www.impactstrategiesc.com/
LinkedIn: https://www.linkedin.com/in/ryan-herpin/
Instagram: https://www.instagram.com/ryan_herpin/?hl=en
Facebook: https://www.facebook.com/people/Impact-Strategies-Consulting-LLC/100095370223004/
YouTube: https://www.youtube.com/@impactstrategiesc

If you found value in this episode, SUBSCRIBE for more real-world stories and practical business strategies.

#WorkLifeRhythm #AvoidBurnout #EntrepreneurMindset #LeadershipDevelopment #InnovateAndOvercome #RyanHerpin #BusinessGrowth #PeopleFirst #TeamCulture #ProfitsWithPurpose #NOWMediaTV #BusinessPodcast #ResilientTeams #FocusFlexFuel #worklifeharmony

Unlock your potential get our FREE GUIDE HERE: https://coachcanfield.com/

Get my Bestselling Book and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this FREE Webinar now: https://learnibc.com/

Get a FREE Copy of my Second book and learn how to grow CASH VALUE you can control over a lifetime: https://coachcanfield.com/cashfollows

From Failing to Thriving: Power of Routines

Season 2 | Episode 2

In this inspiring episode of Innovate & Overcome, host Richard Canfield sits down with Sara Orellana—executive mentor, founder, and CEO—to discuss the power of mastering routines for personal and professional growth. From leveraging ADHD as a superpower to balancing entrepreneurship, parenthood, and self-care, Sara shares actionable strategies for embracing challenges, building resilience, and cultivating hope in both business and life.

What’s her secret? It all comes back to intentionality, self-reflection, and designing routines that work for YOU! Sarah also introduces her feel-good TV show, Breaking Good, and dives into practical tips for grant writing, fundraising, and making technology like AI part of your business toolkit.

Whether you’re a high-performing entrepreneur or looking for ways to turn stumbling blocks into stepping stones, this episode is packed with wisdom and uplifting real-life stories.

0:00 – Introduction & Meet Sara Orellana
1:30 – Leveraging ADHD as a Superpower
3:40 – Communication Styles in Business
6:20 – Parenting, Teamwork & Raising an Empathetic Child
10:10 – Work-Life Balance: Myth or Achievable?
12:18 – Unlocking Your Superpower: The Role of Routines
13:08 – Launching Breaking Good & Overcoming Failure
14:33 – Turning Setbacks into Triumphs
20:55 – Science of Hope & The Bounce-Back Loop
24:00 – Nonprofits Spreading Hope: Inspiring Example
26:30 – Fundraising & Grant Writing Secrets
32:13 – The Power of Thank You Notes & Personal Connection
37:26 – AI, Efficiency & the Future of Work
44:10 – Program Design for Success
46:58 – Real-World Example: Business Plan to Results
48:33 – Final Thoughts & Hopeful Routines

Contact Sara Orellana:
Website: https://3raptorconsulting.com/
LinkedIn: https://www.linkedin.com/in/sara-c-orellana/
Book "Start, Maintain and Grow Your Nonprofit Organization - Make Every Day Count": https://www.amazon.ca/Start-Maintain-Grow-Nonprofit-Organization/dp/1633022196

Don’t forget to subscribe for more visionary stories of resilience, innovation, and practical strategies to help you innovate and overcome in work and life! If you found value in this episode, give us a like, share your biggest takeaway in the comments, and let us know what topics you want next.

#EntrepreneurMindset #Resilience #RoutineBuilding #SaraOrellana #InnovateAndOvercome #BreakingGood #WorkLifeBalance #Leadership #MindsetMatters #ParentingAndEntrepreneurship #NonprofitLeadership #GrantWriting #HopeScience #ADHDSuperpower #Podcast #NOWMediaTV #BusinessSuccess

Unlock your potential get our FREE GUIDE HERE: https://coachcanfield.com/

Get my Bestselling Book and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this FREE Webinar now: https://learnibc.com/

Get a FREE Copy of my Second book and learn how to grow CASH VALUE you can control over a lifetime: https://coachcanfield.com/cashfollows

How to Raise Independent, Resilient Kids in 2025 | Parenting, Legacy & Entrepreneur Wisdom | Innovate & Overcome

Season 2 | Episode 1

Welcome to another inspiring episode of Innovate & Overcome! Host Richard Canfield sits down with Scott Donnell (WSJ bestselling author of “Value Creation Kit”) and Jimmie Jayes—two visionary entrepreneurs and legacy builders who are redefining family success for the modern world.

In this episode, Scott and Jimmie reveal the real stories and proven strategies of the world’s wealthiest families for raising independent, resourceful, and resilient children. They break down the challenges facing parents and entrepreneurs in 2025, from dopamine distortion and instant gratification to the AI revolution and anti-family cultural pressures.

If you want to future-proof your kids, foster a generational mindset, and finally find answers to balancing business success with family connection—this episode is for you.

What You’ll Learn in This Episode:
⦁ How to build strong family roots and teach kids wings to soar in today’s world
⦁ Combatting digital addiction, dopamine distortion, and screen time challenges
⦁ Proven legacy and wealth transfer strategies from the wealthiest families
⦁ Why family connection matters more than money or achievement
⦁ How entrepreneurs can create present, impactful, and meaningful family life
⦁ The threats and opportunities for kids in a rapidly changing, AI-powered world
⦁ Practical tools to foster grit, resilience, courage, and anti-fragility in children
⦁ The power of family stories, dinner table conversations, and intentional parenting
⦁ The dangers of outsourcing parenting and how to reclaim quality time at home
⦁ Tactical approaches to raise kids who think entrepreneurially and solve problems

0:00 "Balancing Success and Fatherhood"
5:02 Parenting Regrets and Challenges
6:42 "Legacy Through Time, Not Money"
10:02 "New Forces Reshaping Parenting"
15:43 "Digital Casino: Impact on Children"
19:20 Parenting: Entertainment vs. Formation
21:45 Anti-Family Forces and Homeschooling
24:58 "Guiding Values and Connection"
29:21 "Raising Rooted, Value-Driven Kids"
30:22 Roots Without Wings: Generational Disconnect
35:08 "Knowledge vs. Wealth for Kids"
37:21 "Buffalo Mindset: Resilience vs. Antifragility"
43:03 Raising AI-Savvy Kids: Opportunities
45:19 Accelerating Obsolescence of Education
47:15 Kids Earn by Doing Gigs

Scott and Jimmie help families and entrepreneurs around the world create real, generational legacies rooted in connection, capability, and resilience. Unlock their actionable resources and transformative workshops through their business, Fig and Eagle.

To learn more about Scott and Jimmie and their amazing work, please visit:

Website: https://learn.figandeagle.com/getthecasestudy?fbclid=PAZXh0bgNhZW0CMTEAAaeWy_Ll7AGJoBQQ6fWtQXw64fyHt1GJ7eGR4QoWfuaXKisw02FLQxp0RJc6sQ_aem_CvobYnU2GKAl8qbSYkWaCg

LinkedIn: https://www.linkedin.com/in/donnell-scott/ https://www.linkedin.com/in/jimmie-jayes-3426973/

Instagram: https://www.instagram.com/imscottdonnell/?hl=en

Facebook: https://www.facebook.com/imscottdonnell/ https://www.facebook.com/jimmiejayes

Book "Value Creation Kid: The Healthy Struggles Your Children Need to Succeed": https://www.amazon.ca/Value-Creation-Kid-Struggles-Children-ebook/dp/B0BY9Z1VH5

Subscribe to Innovate & Overcome for more visionary insights from top entrepreneurs, coaches, and family strategists! Like, comment, and share if you found this episode valuable.

#Parenting2025 #GenerationalWealth #EntrepreneurFamily #ChildResilience #LegacyBuilding #ScottDonnell #JimmieJayes #FigAndEagle #InnovateAndOvercome #FamilyConnection #DopamineDistortion #AIFuture #DelayedGratification #independentkids

Unlock your potential get our FREE GUIDE HERE: https://coachcanfield.com/

Get my Bestselling Book and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this FREE Webinar now: https://learnibc.com/

Get a FREE Copy of my Second book and learn how to grow CASH VALUE you can control over a lifetime: https://coachcanfield.com/cashfollows

Stop doing things that drain you and start doing things that align with your Soul

Episode 44

In this episode of Innovate & Overcome, host Richard Canfield sits down with Corey Gladwell—four-time bestselling author, professional speaker, and co-founder of Authors IO, a leading book publishing agency for entrepreneurs. Corey opens up about his early start in real estate during the boom, then shares lessons learned navigating the Great Recession as a young business owner. Discover how Corey used economic downturns as opportunities to pivot, adapt, and innovate in business—transforming setbacks into strategic growth.

We dive deep into entrepreneurial decision-making: how to recognize when it’s time to step away from a business, even if it’s profitable, and the power of letting go for mental clarity and future success. Corey explains how intentional, aligned choices allowed him to free up creative energy for bigger and better ventures—and why refusing to quit can sometimes hold you back as a leader.

Corey also shares his insights on avoiding entrepreneurial burnout by designing your workday around your personal energy flow—using tools like the Enneagram and Human Design to boost self-awareness and build more effective teams. Learn how understanding team members’ unique strengths and working styles leads to better collaboration, faster problem-solving, and a healthier company culture.

The conversation also breaks down the difference between 2x and 10x growth strategies for scaling a business. Corey reveals why exponential growth requires a whole new mindset (not just working harder), and how this shift led him to build a successful agency helping entrepreneurs write and publish thought leadership books that boost credibility and create new revenue streams.

In the final segment, Corey tells the story behind founding Authors IO and how his team has helped more than 250 high-performing professionals become published authors. Get actionable advice for overcoming self-doubt, selecting the right publishing support, and using your book to open doors to speaking, consulting, and greater impact.

Whether you’re a startup founder, established business owner, or professional ready to share your message with the world, this episode is packed with practical wisdom on business growth, strategic quitting, self-mastery, and becoming an author in today’s competitive landscape.

Topics Include:
Lessons learned starting a business during an economic downturn
How to know when to leave or sell a business
Using self-awareness tools to maximize leadership impact
Building teams based on personality strengths and energy management
The difference between doubling your business and achieving exponential growth Insider tips on book publishing for busy professionals
Real-world advice on leveraging a published book for speaking & consulting opportunities

If you’re ready to scale your business, enhance your leadership, or finally write that book, hit play and let Corey Gladwell’s journey inspire your next big move.

To learn more about Corey and his amazing work, please visit:

Website: https://authrs.io/ https://www.syntropyinc.com/

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

Instagram: https://www.instagram.com/coreysgladwell/?hl=en

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

Book: https://tr.ee/CiPutGoYCM

#Entrepreneurship #BusinessGrowth #ScaleYourBusiness #SelfAwarenessForLeaders #BusinessMindset #BookPublishing #ThoughtLeadership #InnovateAndOvercome

0:00 Creating My Own Economy
4:55 "Opportunistic Ventures Amid Market Chaos"
7:26 Restaurant and Nightclub Ownership Challenges
13:04 Young Entrepreneur's Restaurant Acquisition
13:46 Owning a FedEx Store Insights
19:10 Early Entrepreneurial Lessons
20:36 Defining Ambition and Success
23:37 Prioritize Sustainable Business Growth
29:35 "Unlocking Individual Superpowers in Teams"
32:57 Journey from Journals to Publishing
36:00 Understanding Departmental Dynamics
37:14 Business Growth Through Self-Awareness
42:54 Journey from Writing to Media Agency
44:12 TV Fame, Zero Book Sales
49:02 "Importance of a Bestselling Book"
52:19 "Maximizing Revenue Through Expertise"
53:46 "Second Mountain of Purpose"

Unlock your potential get our FREE GUIDE HERE: https://coachcanfield.com/

Get my Bestselling Book and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this FREE Webinar now: https://learnibc.com/

Get a FREE Copy of my Second book and learn how to grow CASH VALUE you can control over a lifetime: https://coachcanfield.com/cashfollows

Why Culture Is the Real Competitive Advantage in Business

Episode 43

In this episode of Innovate & Overcome, host Richard sits down with Adam Kolozetti, a former aerospace engineer turned workplace culture consultant, to explore the hidden dynamics that make (or break) team success in today’s evolving business environment.

Adam shares his personal journey from the technical world of engineering and defense into the human-centered domain of business culture transformation. Discover how Adam realized that true performance is driven not by rigid systems, but by empowering people—and how this insight led him to pioneer creative solutions for building positive company cultures.

We dive deep into the biggest challenges Adam faced transitioning from engineering to culture consulting, including the early struggle to articulate and sell the value of workplace culture in traditionally analytical industries. Learn how small experiments—like revamping office nameplates—sparked meaningful connections and transformed siloed teams overnight.

The conversation expands to the post-pandemic workplace. Adam unpacks the complexities of hybrid work culture, from maintaining communication and trust across remote teams, to practical strategies for engaging employees both in-office and online. Hear actionable tips on creating rituals that bridge the gap—like virtual check-ins, celebrating wins, and personalized onboarding experiences—that build a sense of belonging regardless of where people work.

We also break down the difference between surface-level perks and sustainable organizational culture. Adam explains why real change is about intentionally designing systems for internal communication, authentic leadership, and team alignment. This is culture as business infrastructure—moving beyond office snacks to practices that directly drive retention, employee engagement, and improved performance.

Adam discusses his coauthored book "The Culture Revolution," which is already inspiring organizations to rethink their approach to building resilient, people-focused workplaces. Discover why great culture is no longer a luxury—it’s a competitive advantage for recruiting, onboarding, and team dynamics in the modern workforce.

If you’re a business leader, HR professional, or entrepreneur asking how to improve team connection, increase retention, and create a thriving work environment—this episode is for you. Get ready to learn actionable strategies for workplace culture in hybrid teams, business culture innovation, and sustainable employee engagement.

*Key topics covered:*
➡️Transitioning from engineering to workplace culture consulting
➡️Overcoming challenges in selling culture change to analytical teams
➡️Navigating hybrid work and remote team dynamics
➡️Creative rituals for team communication & employee connection
➡️The ROI of great company culture on retention and onboarding
➡️Real-world examples from Adam’s consulting and new book, "The Culture Revolution"

*To learn more about Adam and his amazing work, please visit:*
*Website:* https://entasolutions.org/
*LinkedIn:* https://www.linkedin.com/in/adam-kolozetti/
*Instagram:* https://www.instagram.com/adamkolozetti?igsh=MXBibng2bzk2ZXU4aw==
*Facebook:* https://www.facebook.com/share/19WLhtAbmr/?mibextid=wwXIfr
*Book:* https://a.co/d/4Gx68Lr

Don’t forget to like, subscribe, and share this episode if you found it helpful!

#WorkplaceCulture #HybridWork #Leadership #CultureConsulting #TeamEngagement #OrganizationalCulture #TheCultureRevolution

0:00 From Aerospace to Energy Insights
5:52 "Impact of Interactive Group Activities"
8:28 Navigating Culture and Client Innovation
12:59 Results-Driven Industries Solutions
15:06 Building Business Culture Post-Covid
20:18 Hybrid vs. Traditional Office Culture
23:25 Building Connections Through Fun Activities
26:30 Boosting Productivity Through Connection
29:45 Cultural Compilation Book Project
33:12 Video and Podcast Pivot Success
35:19 Podcasting: Connecting Through Change Recognition
39:23 Retaining Talent Through Culture
42:16 Enhancing Candidate Experience
46:39 Balancing Productivity and Well-being
48:09 "From Transactions to Transformations"
51:50 "Leadership Starts with You"

Unlock your potential get our *FREE GUIDE HERE:* https://coachcanfield.com/

Get my *Bestselling Book* and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this *FREE* Webinar now: https://learnibc.com/

Get a *FREE* Copy of my Second book and learn how to grow *CASH VALUE* you can control over a lifetime: https://coachcanfield.com/cashfollows

Empowering Women in Business Ownership

Episode 42

In this episode, we sit down with Juliet Peters to explore the crucial shifts happening for women in business today and the lessons she has learned along the way. Juliet shares how her early experiences in an all-girls Catholic school helped build a strong foundation of self-confidence and leadership skills. She highlights why nurturing young women in empowering environments is vital for their long-term success.

We dive into Juliet’s journey through traditionally male-dominated fields like journalism and law, and how those experiences shaped her understanding of systemic barriers women continue to face. Juliet emphasizes that women are not the minority in the workforce or economy and discusses how the upcoming wealth transfer toward women will reshape communities and business landscapes.

We also cover the importance of building supportive networks among women business owners. Juliet explains how mastermind groups, communities, and peer mentoring can be powerful tools for growth, particularly because women thrive in collaborative environments. She stresses that women entrepreneurs need to be mindful of financial literacy from the start and should prioritize systems that support sustainable business operations.

Juliet challenges traditional career paths and encourages women to think about entrepreneurship earlier in their careers, rather than as a reactive step after dissatisfaction in traditional work environments. She discusses the evolving definition of business success, recognizing that both lifestyle businesses and scalable enterprises are valid choices depending on personal goals.

The conversation turns to systemic issues like lack of access to capital and the importance of women-focused venture funds and banks. Juliet makes the case for focusing on economic empowerment rather than just fighting outdated systems, encouraging women to create new spaces and opportunities.

Toward the end of the episode, Juliet shares her personal mission to bridge the gap between experienced women and those just starting out through her upcoming podcast and coaching work. She believes that when women support each other, everyone benefits, and communities thrive.

Juliet leaves us with a powerful reminder that we all have a ripple effect, even when we do not see it. Her advice to women entrepreneurs is clear: find your passion, embrace learning through failure, build supportive networks, and step confidently into leadership roles to help shape a stronger, more inclusive future.

To learn more about Juliet and her amazing work, please visit:

Website: https://www.frameworklegal.com/

LinkedIn: https://www.linkedin.com/in/juliet-peters/

Instagram: https://www.instagram.com/frameworklegalpllc/

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

0:00 Female Entrepreneurship and Reinvention
3:07 Empowering Female Educators' Impact
7:15 Empowering Education for Women
12:32 Women's Increasing Economic Influence
13:30 Rapid Growth Yet Limited Success for Women Entrepreneurs
19:23 "Empowering Women in Business Ownership"
22:49 Transitioning Mindsets: Juliet's Journey
26:53 Legal Field's Gender Disparity Challenges
30:34 Reevaluating Coping in Law Career
33:37 Support for Women Entrepreneurs
36:18 "Women Juggling Work and Home"
40:58 Empowering Women Entrepreneurs Financially
43:09 "Independent Work Trend Persists"
46:39 Networking Challenges for Gen Z Women
48:27 AI Mentorship for Female Entrepreneurs
52:57 "Empowerment Through Passionate Ripples"
54:46 Inspiring Entrepreneurial Journeys

Unlock your potential get our FREE GUIDE HERE: https://coachcanfield.com/

Get my Bestselling Book and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this FREE Webinar now: https://learnibc.com/

Get a FREE Copy of my Second book and learn how to grow CASH VALUE you can control over a lifetime: https://coachcanfield.com/cashfollows

Leila Entezam on emotional awareness self regulation and leadership performance

Episode 41

In this episode, we’re diving deep into emotional intelligence, leadership, and the science of decision-making with Leila Entezam. Leila brings a compelling lens to the conversation, blending neuroscience, psychology, and real-world leadership insights to break down why the way we feel drives the way we lead.

We begin with Leila’s personal journey—how she stuck with a path that was once seen as unmeasurable and intangible. For years, she advocated for the role of emotions and inner wellbeing in leadership long before it became widely accepted. She shares what it was like being told “this doesn’t belong in business” and how she kept going by trusting her instincts and staying rooted in the neuroscience that supported her perspective.

From there, we unpack how leaders often believe they can compartmentalize personal and professional lives. Leila challenges that assumption by explaining that we all operate from one brain with one internal database. Everything from our childhood experiences to daily stressors affects the way we show up in the workplace. She explains how emotional responses often occur before we’re even conscious of them, making it critical to understand what’s happening beneath the surface.

We also talk about her practical framework called SETUP. It’s a tool leaders can use to quickly assess their somatic signals, emotions, thoughts, broader life context, and physiological state—especially in high-stress moments. Leila walks through how using SETUP helps you hit pause, gain clarity, and act more intentionally. We discuss why high performers often resist addressing their early life experiences, and how ignoring those roots limits growth. Leila shares how she approaches this resistance, the science that supports it, and the transformation leaders experience when they finally allow themselves to explore what’s under the surface.

As the conversation continues, we explore how emotional intelligence impacts everything from daily decisions to broader team dynamics. Leila explains how seemingly small shifts in language or presence can ripple out to major changes in team engagement and organizational culture. She also discusses how the shift to remote work has increased the need for intentional connection, and how we can leverage things like music, casual dialogue, or shared meals to maintain human connection virtually.

We close by exploring the evolving definition of leadership success. Leila emphasizes that new metrics are emerging—ones that measure depth of connection, clarity of self, and emotional health as core indicators of strong leadership.

Learn more about Leila and Emotional Mastery, visit:

Website: https://www.workwithleila.com/

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

Get Leila's Book: _The Heart of Peak Performance - Emotional Mastery for High Performing Men_ : https://www.amazon.com/dp/B0DY5BFCHX

0:00 Exploring Emotions in Branding
5:14 "Challenges in Retaining Talent"
6:51 Leadership, Emotions, and ROI Debate
12:22 "System 1 vs. System 2 Thinking"
15:26 "Unexpected Transformation Unveiled"
19:37 "Inner Child's Impact on High Performers"
23:25 Proving Value Through Science
26:08 Decision-Making Under Stress: SET Framework
31:16 Developing Automatic Behavioral Awareness
32:47 Self-Awareness Impact on Performance
38:22 "The Critical Human Element"
41:07 Amplifying Movement in Virtual Meetings
44:34 Returning to Office Dynamics
47:53 Enhancing Employee Engagement Strategies
49:53 Upcoming Episode Preview

Unlock your potential get our FREE GUIDE HERE: https://coachcanfield.com/

Get my Bestselling Book and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this FREE Webinar now: https://learnibc.com/

Get a FREE Copy of my Second book and learn how to grow CASH VALUE you can control over a lifetime: https://coachcanfield.com/cashfollows

When Wealth Meets True Satisfaction

Episode 40

In this episode, we talk with Mike Brown about the invisible side of building, selling, and sustaining businesses. Mike shares his personal path from military service to entrepreneurship, including the financial and emotional highs of selling a company—and the sobering lows of nearly losing everything after buying a distressed business. What emerges is a deeply honest conversation about what it really takes to build lasting wealth, not just in your bank account, but in your mindset and your habits.

We begin with Mike’s background in the military and how that experience shaped his views on stress, leadership, and pressure. He explains how that intensity translated into success in oil and gas during a booming cycle, only for him to later realize that his relationship with money hadn’t evolved as quickly as his income. Mike shares how, despite doing everything “right” and achieving financial success, he eventually found himself in a financial and emotional crisis, losing $100,000 a month in a business turnaround attempt gone wrong.

The turning point came when Mike recognized he hadn’t done the internal work to become the kind of person who could sustain wealth. We discuss how patterns of stress, risk addiction, and subconscious self-sabotage often show up in entrepreneurs, especially those who have never taken a moment to question where their ambition comes from. Mike’s insight is that making money is one challenge, but keeping it and growing it without burning yourself out requires a totally different skill set—and identity.

Mike also explores the concept of transitioning from an “accumulator” mindset to a “defender” mindset when it comes to wealth. He emphasizes the need to reprogram how we think about money, value, and self-worth. He shares the importance of defining what true wealth means—freedom of time, mind, health, and relationships—and how those freedoms often have nothing to do with a number in your bank account.

Later in the conversation, we zoom out to look at where the future of work is going. Mike shares his thoughts on AI, the moral challenges around abundance, and why the personal brand will become even more valuable as technology commoditizes more forms of labor. For those wondering how to future-proof themselves, Mike provides a strong argument that human connection and aligned, purpose-driven work will be the differentiators that continue to matter most.

Whether you’re thinking about selling your business, navigating a windfall, or just trying to figure out what to do next in your career, this conversation is a clear-eyed look at how to build wealth that actually supports the life you want.

To learn more about Mike Brown and his work, please visit:

Website: https://unbreakablewealth.com/

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

Instagram: https://www.instagram.com/mbrown.co/

Youtube: https://www.youtube.com/@UC8PnW4zRkcgBZBgx1RHUF6g

0:00 Entrepreneurial Journey and Exit Decision
5:20 Alberta and Midland Oil Economy Comparison
9:37 Navigating Money's Conflicting Messages
13:24 Entrepreneurship Windfall: Identity Challenges
16:01 "Challenges in Buying Distressed Businesses"
18:10 Addicted to Chaos
22:56 Rethinking Retirement and Purpose
26:08 Mike Brown's Journey: Business Missteps
27:07 Gratitude and Entrepreneurial Mindset
30:20 Investment and Entrepreneurship Insights
36:13 Defining True Wealth Beyond Money
39:23 Future of Work: Abundance Challenges
42:41 Fear and Excitement in Innovation
46:31 "Achieving Financial Escape Velocity"
49:49 AI's Impact on Career Longevity
51:37 "Future-Proof Value Through Personal Branding"

Unlock your potential get our FREE GUIDE HERE: https://coachcanfield.com/

Get my Bestselling Book and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this FREE Webinar now: https://learnibc.com/

Get a FREE Copy of my Second book and learn how to grow CASH VALUE you can control over a lifetime: https://coachcanfield.com/cashfollows

Kaitlyn Laney is on a mission to redefine Financial Advisory through a Holistic, very Client Centered Planner.

Episode 39

Kaitlyn Laney joins us for a candid and insightful conversation on what it really takes to transition from a corporate career to building a thriving, values-driven business. With a multimillion-dollar financial practice under her belt today, Kaitlyn shares the personal and professional challenges that shaped her journey—and the strategic mindset shifts that helped her scale with intention.

We start with how she was pushed into entrepreneurship after getting laid off from a corporate job she thought was stable. She talks about navigating the uncertainty of launching a business without a safety net, the emotional rollercoaster that came with it, and the real-world decisions she had to make—like potentially selling her home to keep the business going. Kaitlyn’s story is grounded in reality and filled with practical decisions that many entrepreneurs can relate to.

The conversation moves into how she used those early struggles as fuel to build a business that serves people in ways traditional financial services often miss. She explains how she developed a more client-centered, responsive model that enables her to be more helpful and more human. Whether it's breaking down complex financial decisions, helping clients add revenue streams, or simply being the person who connects the dots between a CPA and a client, Kaitlyn’s approach is all about adding clarity and confidence to money decisions.

She also dives into how personal insecurities, like being dyslexic, influenced how she worked harder and smarter to become not just a financial advisor, but a true strategic partner for business owners. Kaitlyn explains how those perceived weaknesses became her strengths, allowing her to solve problems others often overlook.

We get into why most business owners need to behave more like CFOs, especially when moving from one level of success to the next. She outlines key tactical advice like understanding your profit margins, setting up business banking relationships with local credit unions, and why having a line of credit in place before you need it is non-negotiable.

Kaitlyn also talks about hiring—how her first executive assistant transformed her operations and why creating systems isn’t just about efficiency but also about making your business salable and scalable. She emphasizes the importance of letting go of tasks you shouldn’t be doing, creating space for higher-level thinking and strategy.

For those not yet leveraging AI tools in their business, Kaitlyn gives a powerful example of helping a client generate $250,000 in new recurring revenue using Claude.ai to brainstorm a new product offering. The takeaway is clear—using the tools available to you today can unlock opportunities faster than ever before.

Whether you're in year one of your business or ten years in and looking to evolve, this episode offers clarity, strategy, and encouragement from someone who’s built success from the ground up by asking the right questions, making bold choices, and staying aligned with what matters most.

Learn more about Kaitlyn Laney and Financial Clarity, visit:

Website: https://www.mytrekwealth.com/

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

Instagram: https://www.instagram.com/kate_financial_phenom/

0:00 "Unexpected Entrepreneurial Journey"
6:28 Facing Fear of the Unknown
9:31 Overcoming Financial Fears in Business
13:07 Trust and Success Beyond Age
15:44 Authenticity in Business Ownership
20:26 Planning for Business Continuity
24:16 Innovative Subscription Solutions for Businesses
28:08 Navigating Business Challenges: Inflation & Strategy
29:15 Strategic Profit Analysis Essentials
33:16 "Pareto Principle: Identifying Core Challenges"
36:22 "Leveraging Natural Strengths"
39:08 "Embrace Imperfection, Discover Self-Worth"
42:51 Evolving to a CEO Mindset
45:44 Successful Exit: Planned Passive Income
48:55 "Expanding Team for Greater Impact"

Unlock your potential get our FREE GUIDE HERE: https://coachcanfield.com/

Get my Bestselling Book and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this FREE Webinar now: https://learnibc.com/

Get a FREE Copy of my Second book and learn how to grow CASH VALUE you can control over a lifetime: https://coachcanfield.com/cashfollows

Life After Flatline: Andreas Pettersson’s Approach to Transformative Leadership

Episode 38

In this episode, we talk with Andreas Pettersson about how his personal challenges radically reshaped his approach to leadership, resilience, and curiosity. He shares the story of a near-death experience that forced him to rethink everything—from how he shows up as a leader to how he lives each day. This isn’t just a story about survival; it’s about clarity, reinvention, and how intense personal events can become the foundation for meaningful leadership.

Andreas opens up about what happened the day his heart flatlined in the ER, how years of ignoring physical warning signs led to the event, and why he now lives with a calm sense of gratitude most people never find. He explains how that moment redefined his relationship with fear and urgency, and how it taught him to listen to his body in a way he never had before.

We also dive into what it was like to become a CEO and, on the very same day, receive his son’s autism diagnosis. Andreas breaks down how he and his wife navigated two life-altering changes at once, the decision to divide and conquer, and the mental toll of having a child with severe needs while also stepping into the pressure of executive leadership. He reflects on the guilt, the denial, the trials, and eventually the breakthroughs that came from being immersed in both roles. These moments didn’t just change his outlook—they completely reshaped how he leads, listens, and helps others grow.

This conversation also explores the idea of insecure overachievers, the hidden potential in overlooked employees, and how Andreas has developed a framework for identifying and mentoring rising leaders. He shares the probing questions he uses to understand someone’s mindset and potential, and why curiosity, integrity, and self-awareness are the top traits he looks for. We talk about building emotional resilience, learning how to stay grounded in chaos, and the difference between leaders who give answers and those who ask the right questions.

Andreas also shares his vision for a mentorship matchmaking community, the tools he recommends for better self-awareness, and how personality assessments can strengthen relationships—both professionally and personally. He offers clear examples of how leaders can use curiosity and deep questioning to unlock people’s potential and build stronger organizations from the inside out.

This episode is a raw, thoughtful look at leadership through the lens of life’s hardest moments, and how turning inward can lead to real, lasting growth.

To learn more about Andreas Pettersson and his work, please visit:

Website: https://www.leadersadapt.com/

Instagram: https://www.instagram.com/andreastheceo/

LinkedIn: https://www.linkedin.com/in/andreaspettersson1/

0:00 Facing Mortality: A Unique Conversation
6:05 Life's Fragility and Maximizing Moments
10:21 "Leadership Begins with Self-Awareness"
11:27 Early Life Challenges Transform Perspective
16:51 Parental Denial of Child's Issues
20:04 Community Support Builds Resilience
22:41 Developing Supportive Parenting Strategies
27:44 Integrity and Curiosity in Organizations
30:39 "Unlocking Potential Through Curiosity"
31:50 Collecting Questions & Personality Assessments
38:08 AI Matchmaking for Financial Advisers
41:01 Kolbe: Instinct vs. Personality
45:13 "Effective Walking Meeting Strategy"
47:00 Adapting to Phone Meeting Challenges
49:18 "Life Is Long: Embrace Positivity"

Unlock your potential get our FREE GUIDE HERE: https://coachcanfield.com/

Get my Bestselling Book and Start incredible Family Banking Conversations today: https://dontspreadwealth.com/

Learn how to implement The Infinite Banking Concept with this FREE Webinar now: https://learnibc.com/

Get a FREE Copy of my Second book and learn how to grow CASH VALUE you can control over a lifetime: https://coachcanfield.com/cashfollows