Jay Duffy is the Co-Founder and a Managing Partner at Frame Wealth Partners.

Jay shares the inspiring story behind founding his own wealth management firm, the challenges he's faced as an entrepreneur, and the lessons he's learned along the way.

Frame Wealth Partners - https://www.framewealth.com

Jay Duffy - [email protected]

Jay's Book Recommendations -

Psychology of Money - Morgan Housel

Psychology of Money

Extreme Ownership - Jocko Willink & Leif Babin

Extreme Ownership

The E-myth Revisited - Michael E. Gerber

The E-Myth Revisited

Who Not How - Dan Sullivan and Dr. Benjamin Hardy

Who Not How

The Road Less Stupid - Keith J. Cunningham

The Road Less Stupid

Getting Naked - Patrick Lencioni

Getting Naked

Listener Feedback Survey -

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"Fighters to fangs!"

Ben was a naval aviator flying the F/A-18 Super Hornet off of and onto aircraft carriers but decided that he was going to make a dramatic shift when his time in the cockpit was up.

Currently in a Periodontology residency program, Ben and I talk about what it was like to fly his missions and how he decided to reinvent himself as a dentist.

American Buffalo: In Search of a Lost Icon by Steve Rinella

Paperback: https://www.amazon.com/American-Buffalo-Search-Lost-Icon/dp/0385521693/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=

Audio: https://www.amazon.com/American-Buffalo-Steven-Rinella-audiobook/dp/B07VFCMZFK/ref=tmm_aud_swatch_0?_encoding=UTF8&qid=&sr=

Libby App - if you don't already, highly recommend trying out the public library free app for books / audiobooks!

Are you a reader? How do you learn about what book to pick up next?

As a big fan of reading, I'm always asking friends and acquaintances whats on their list or what they've read to see if it might be interesting to me.

Dad Poets Society is meant to be a quick way to share reviews of interesting books I've read that other folks might want to check out.

Stephanie has spent the better part of 15 years as a production manager in the sports & entertainment industry. After entering the industry working in reality television, Stephanie found her niche managing production for the NFL as part of the NFL Network and Thursday Night Football. But this is only part of her personal story that she was gracious enough to share. 

Pat is a portfolio manager for National Real Estate Advisors. He uses lessons learned as a former Division I lacrosse player and naval surface warfare officer to lead a team responsible for managing complex and diverse real estate assets. A man with a strong work ethic and continuous growth mindset, Pat shares some valuable insights from his different experiences.

National Real Estate Advisors - https://natadvisors.com/

Rich Halverson is a veteran and the CEO/Co-Founder of the startup Joint Homes, a public benefit company with the goal of helping active-duty service members overcome obstacles to home ownership. Rich overcame a severe health issue to graduate from the Naval Academy in 2005 and serve as a Naval Intelligence officer during the battle of Ramadi in Iraq, working with some of our country’s most well-known warriors. His story is one of grit, adaptability, and ultimately, perseverance despite personal perceived failures. Just an awesome guy to have a conversation with. 

Joint Homes: https://www.jointhomes.com

Adam shares his personal story of growing up in Washington state to playing Division 1 basketball and graduating from the U.S. Naval Academy. We discuss personal drive and failures as well as life lessons learned from his experiences. “I will let myself down often. I will not let someone else down.”