In this episode, Nathan and Antony Davies discuss:   How to create change from an economic perspective.  Sustainable incentives. Debts and government involvement in debt. The motivation behind writing his upcoming book, Cooperation and Coercion        Key Takeaways:   −The fundamentals of economics boils down to two things; all things have a trade-off and all people respond to incentives.   -The money the government spends without increasing the taxes will be taxed to unborn generations who will have to pay that debt despite having a say in this inherited debt.   −It is the government failing to do its job that is causing the short-term incentive problem, including the impact on the environment from companies.   −The biggest myth is that the government owes $23 trillion. The debt is much greater. That $23 trillion is just the federal government.       “The largest problem with the debt is that politicians have figured out a way to tax people who can't vote. And that's effectively what debt is." — Antony Davies     Connect with Antony Davies:   Book: Cooperation and Coercion: How Busybodies Become Busybullies and What that Means for Economics and Politics Show: Words & Numbers Podcast YouTube: Antony Davies   Connect with Nathan Mersereau:    Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304  

Day in a Canoe Podcast

029 Day in a Canoe with Antony Davies: Professor of Economics at Duquesne University

In this episode, Nathan and Julie Faupel discuss:  Julie is the owner of Jackson Hole Real Estate and the newly launched REALM, a Real Estate tech company.   Decision making around risk taking.  Her recipe for success rooted around mindset.  Connection and authenticity with people on your journey.     Key Takeaways:  There is always a balance in risk taking. Have a healthy perspective on your life and your support makes it easier to charge head long into a risky situation.  Don’t be afraid of hard work – it might be scary or difficult, but good things will come.  Develop compassion for people in their journeys as they are now.  Fear is what keeps us small.      "The more you bring your most authentic self to the table, the better results you get from other people, the more honest the communications are, the higher you can actually achieve." — Julie Faupel       Connect with Nathan Mersereau:    Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.    

028 Julie Faupel: Owner of Jackson Hole Real Estate and Founder of REALM

In this episode, Nathan and Dakin Sloss discuss: Dakin’s professional journey. Breakthrough scientific startups. How the human experience will change with technology.   Key Takeaways: AI will have a dramatic effect on our lives. Valuable companies are created with valuable people. Don’t wait to take action when a decision is available. Diligence with communication is a key priority for success. The #1 ingredient in building your team is hunger within the individual.     “Success leaves clues. I have tracked those clues and tried to do what other, more successful people than me have done to follow in their footsteps.“- Dakin Sloss        Connect with Dakin Sloss: Twitter: @DakinSloss Website: PrimeMoversLab.com & DakinSloss.com LinkedIn: Dakin Sloss   Connect with Nathan Mersereau:    Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.    

027 Dakin Sloss: Founder and General Partner of Prime Movers lab

In this episode, Nathan and Sara Vladic discuss:  Sara’s role as the storyteller for USS Indianapolis   The story of USS Indianapolis.  What Sara has learned over the 17-year-long project.  The legacy of the USS Indianapolis.        Key Takeaways:  A perfect storm of miscommunication occurred in the disaster of the USS Indianapolis sinking on July 30, 1945.  Only 316 survived from the original 1,196 crew on board.  The legacy of the Indianapolis story is to recognize the significance of what our veterans choose to do for us and how they fought to provide the freedoms which we now enjoy.        "Not all of us are meant to serve, but we can certainly serve those who did and we should never forget that." — Sara Vladic        Connect with Sara Vladic:     Twitter: @SurfinSara  Book: Indianapolis: The True Story of the Worst Sea Disaster in U.S. Naval History and the Fifty-Year Fight to Exonerate an Innocent Man        Connect with Nathan Mersereau:      Phone: 248-645-1520  Website: www.dayinacanoe.com  Email: nathan.mersereau@planningalt.com  Twitter: @NathanMersereau  LinkedIn: Nathan Mersereau  Address: 36800 Woodward Avenue, Suite 200  Bloomfield Hills, MI 48304     Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

026 Sara Vladic: Documentary Filmmaker and Co-Author of Indianapolis

 Rob Follows: Founder and CEO of STS Capital Partners   In this episode, Nathan and Rob Follows discuss: The STS Capital Partners value proposition.  Issues business owners should consider before selling. Philanthropy and creating legacy. Setting big goals to inspire your heart and mind.      Key Takeaways: It’s not what you think you’re worth as a seller, it’s what the buyer sees doing with your firm that matters most. Doing your homework in advance of a sale can lead to a significant increase in selling price. You don’t need a magical DNA mix to accomplish things in life, anyone can accomplish big goals with reflection, planning, and execution. Find a way to accomplish your goals. You don’t have to rush them, you just have to do them.     "You’ve got to set big goals, ones that you love and inspire you. Anyone can do that; it does take being brave." — Rob Follows     Connect with Rob Follows: Rob Follows, Founding Chairman & CEO 4 Robert Speck Pkwy Mississauga, ON L4Z 1S1 Phone 905.804.1934   Email:  rob@stscapital.com LinkedIn:  www.linkedin.com/in/robfollows/ Company Website:  www.stscapital.com  Company LinkedIn:  www.linkedin.com/company/sts-capital-partners/about/      Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

025 Rob Follows: Founder and CEO of STS Capital Partners

In this episode, Nathan and Jennifer Crute Steiner discuss: Alsana, an eating disorder recovery provider in California, Alabama, and Missouri. Jennifer’s career path and personal motivation to destigmatize mental health. How Jennifer uses Enneagram in her organization. Leading people through change, conflict and self-discovery.     Key Takeaways: Many people struggle with mental health issues but options for care and support are available. Enneagram is a tool to help you understand what you are innately good at and how you see the world. Awareness of personality types can improve empathy and communication. Shadow personality types show up during stress. Empathy and understanding is critical during change management and conflict.     “Once we really understand how differently folks see the world, it shifts the way we show up for them.” — Jennifer Crute Steiner       Connect with Jennifer Crute Steiner:   Alsana - From the Latin roots meaning “all” or “total health” Email – Jennifer.Steiner@alsana.com Company Website – www.alsana.com Company Facebook - www.facebook.com/alsanallc/ Company Twitter – @alsanallc Company LinkedIn - www.linkedin.com/company/alsana/   Connect with Nathan Mersereau:   Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.   

024 Jennifer Crute Steiner: CEO of Alsana

In this episode, Nathan and Bill Emerson discuss: Bill’s upbringing, college days at Penn State and lessons learned from his father. How team sports shapes people. Bill’s journey from loan officer to CEO of Quicken Loans. Leadership insight, the importance of serving others and what motivates Bill today.         Key Takeaways: You don’t have to be the most talented, you just have to work harder than everyone else.   Effort, energy, and sacrifice is required if you want to be great. Everything starts with the people on your team and your relationships with them. Focus on removing obstacles for the people you are leading. Give in any capacity you can because it is the right thing to do.       "When you take team members and empower them to be part of the solution, you can do anything." — Bill Emerson     Connect with Bill Emerson: Bill Emerson, Vice Chairman Quicken Loans & Rock Holdings, Inc. 1050 Woodward Ave. Detroit, MI 48226 800 863-4332   Twitter – @BillEmerson Quicken Loans website - www.quickenloans.com   Connect with Nathan Mersereau:    Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.   

023 Bill Emerson: Vice Chairman, Quicken Loans and Rock Holdings

In this episode, Nathan and Kim Laughton discuss: Kim’s role at Schwab Charitable How donor-advised funds work Charitable giving trends Kim’s career track and what fuels her mission to increase giving at Schwab Charitable Advice Kim would give to her 20-year-old self.   Key Takeaways: Every dollar matters and everyone can make an impact by giving to charity. Start giving early in life, even if it is volunteer time rather than money. You can have it all, but not necessarily all at the same time. Figure out what you want in life, be patient and don’t compromise. Embrace optimistic realism – look forward to the future, but be grounded in your present.   "It’s the marrying of the heart and the mind, when it comes to giving, that can make it the most satisfying." — Kim Laughton   Connect with Kim Laughton: Kim Laughton, President Schwab Charitable 211 Main Street San Francisco, CA 94105 Email – Kim.Laughton@schwabcharitable.org Company Website – www.schwabcharitable.org   Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

022 Kim Laughton: President of Schwab Charitable

In this episode, Nathan and Liz Hwang discuss: How Liz learned entrepreneurship from a young age while watching her parents. Liz’s passion for helping entrepreneurial women. The power of conversation and mentorship. Advice Liz would give her 20-year-old self.   Key Takeaways: You have to be quick to adapt to the changing environments in the business world. Put your family first, but don’t forget about the importance of your business. The quality of connection, not the quantity, is what is important in all of your relationships. Have an understanding of your consumer to better develop your brand.     "Entrepreneurship has a way to make a better world for everyone in it." — Liz Hwang   Connect with Liz Hwang:   Facebook:  www.facebook.com/Modern-Essentials-512755192549097/ Website:  www.jacksonbags.com & www.modernessentialsdesign.com Email:  liz.hwang@jacksonbags.com LinkedIn:  www.linkedin.com/in/lizzehwang/    Connect with Nathan Mersereau: Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

021 Liz Hwang: President of Jackson Handbags and CEO of Modern Essentials Designs

In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss: How Greg and Shaun came together to write The Financial Advisor M & A Guidebook. What drives a firm to consider M & A. How M & A can fuel growth plus facilitate succession planning. How people and culture define success.   Key Takeaways: Technology integration is critical in any M&A transaction. Don’t underestimate the need for frequent communication and ongoing recognition during and after a M & A transaction.  Invest the time up front to clarify roles, define transition steps and set expectations. Be prepared for the unexpected.   "M&A (mergers and acquisitions) is a pathway and opportunity for growth and succession planning." — Greg Friedman   Book: The Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond by Greg Friedman and Shaun Kapusinski Connect with Greg Friedman: Greg Friedman, Founder, CEO and President Private Ocean 100 Smith Ranch Road, Suite 300, San Rafael, CA 94903 Company Website – www.privateocean.com  Company Facebook - www.facebook.com/privateocean/  Company Twitter - @_privateocean Company LinkedIn - www.linkedin.com/company/private-ocean-wealth-management/  Email – Greg.Friedman@privateocean.com  Twitter – @GregFriedmanCEO LinkedIn - www.linkedin.com/in/greg-friedman-cfp/   Connect with Shaun Kapusinski: Shaun Kapusinski, MBA, HCS - Director of Operations Sequoia Financial Group Main Office: 3500 Embassy Pkwy, Suite 100, Akron, OH 44333 Main Office Phone Number:  888 225-3777 Company Website - www.sequoia-financial.com  Company LinkedIn - www.linkedin.com/company/sequoia-financial-group  Email – skapusinski@sequoia-financial.com Company Phone – 330 255-4349 Twitter – @shaunkap  LinkedIn - www.linkedin.com/in/shaunkapusinski/   Connect with Nathan Mersereau:  Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

020 Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial

 In this episode, Nathan and Kathy Laurinaitis discuss:  Balancing being mother of Nikki and Brie on the Total Bellas TV show and Managing Partner of JBN & Associates.  Kathy's career path and milestones.  What it’s like for Kathy to have her life showcased on a reality TV show.  Advice Kathy would give to a 20-year-old self.      Key Takeaways:  We learn through the challenges that are thrown at us.  Let go and don’t worry about being judged.  Allow yourself to feel pain and reflect. Understand that bad days are part of the process and there is always light at the end of the tunnel.  Take care of yourself – health is first – and enjoy the ride.       "Surround yourself with the right people." — Kathy Laurinaitis      Connect with Kathy Laurinaitis:   Kathy Colace Laurinaitis, Managing Partner & Founder  JBN & Associates, LLC  11111 North Scottsdale Rd., Scottsdale, AZ  85254  Twitter – @KathyColace  Personal LinkedIn - www.linkedin.com/in/kathycolace/  Company Website - www.jbnassociates.com  Company Facebook – www.facebook.com/TeamJBN/  Company LinkedIn -  www.linkedin.com/company/jbn-&-associates-llc/  Email – kathy@jbnassociates.com        Connect with Nathan Mersereau:      Phone: 248-645-1520  Website: www.dayinacanoe.com  Email: nathan.mersereau@planningalt.com  Twitter: @NathanMersereau  LinkedIn: Nathan Mersereau  Address: 36800 Woodward Avenue, Suite 200  Bloomfield Hills, MI 48304     Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.   

019 Kathy Laurinaitis: Managing Partner at JBN Associates

In this episode, Nathan and De Lacy Davis discuss:           The importance of teaching young people financial literacy.             How becoming a police officer inspired De Lacy to give back to his community.           The importance of mentorship and building the next generation.           The signs of a great leader.     Key Takeaways:           There is a hunger and need for children in poverty to access financial literacy tools and resources.              The goal of servant leadership is to serve.           Judge yourself by the leaders you helped create.           Ask yourself, “What is my purpose? Am I fulfilling my purpose? What is my most recent evidence?”   "It gets me excited to see the impact of the lives I’ve touched." — De Lacy Davis     Connect with De Lacy Davis:   Twitter: @delacydavis       Website: familyorgdirectory.fmhi.usf.edu Blog: delacydavis.blogspot.com   Connect with Nathan Mersereau:     Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Laura Gray   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

018 De Lacy Davis: Executive Director, The Family Support Organization of Union County

In this episode, Nathan and Leslie discuss:           The process of creating effective brand strategies.             The Easy Button story.           The challenges of balancing work and family.           Advice for a 20 year-old Leslie.     Key Takeaways:         A mistake brands make is thinking they are competing against competitors, but they are actually competing against any choice available to a consumer.         When you’re in a project and you don’t feel success, power through.         If you don’t take yourself too seriously, magic can happen.         Don’t compare, play your own game, enjoy the process.     "Tackle big problems with great people." — Leslie Sims     Connect with Leslie Sims:   LinkedIn: @LeslieSims   Connect with Nathan Mersereau:     Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

017 Leslie Sims: Chief Creative Officer, Ogilvy

In this episode, Nathan and Bernie discuss:               How Bernie helps Schwab oversee $1.6 trillion dollars in custody assets.                 Bernie’s career track in the investment industry.               Leadership lessons learned, the role of mentors, and the importance of surrounding yourself with great people.               What opportunities Bernie sees for the future.      Key Takeaways:        Amassing great teams filled with diversity builds a strong business.               Mentors are available at all stages of life.               Deal with problems head on. Bad news is best early and in great detail.        Don’t limit yourself. Embrace a growth mindset that can lead you to places you could never have imagined.     "It’s the people around us that make us great." — Bernie Clark     Connect with Bernie Clark:   Website: https://www.aboutschwab.com/leadership/bernard-clark    LinkedIn: @bernie-clark   Connect with Nathan Mersereau:     Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Laura Gray   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

016 Bernie Clark: EVP and Head of Schwab Advisor Services

In this episode, Nathan and Amanda discuss: What attracts people to lululemon.       Amanda's global career journey at lululemon. How vision and goals create a possibility mindset. Amanda's experience of moving out of a place of fear and into a place of trust. How the practice of yoga allows you to show up for yourself. Key Takeaways: Be comfortable with self-inquiry - comparison to others gets in our way. Focus on the similarities we have with others, not the differences. Give without expecting anything in return. Set goals that are relevant for yourself and your values. Don't let fear of failure prevent you from pursuing possibilities.   "Anything is possible." — Amanda Casgar   Connect with Amanda Casgar: Website: www.lululemon.com    LinkedIn: #amanda-casgar   Connect with Nathan Mersereau:   Phone: 248-645-1520 Website: www.dayinacanoe.com Email: nathan.mersereau@planningalt.com Twitter: @NathanMersereau LinkedIn: Nathan Mersereau Address: 36800 Woodward Avenue, Suite 200 Bloomfield Hills, MI 48304   Show Notes by Podcastologist/Show Producer: Laura Gray   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

015 Amanda Casgar: lululemon, Director of Global Culture and Talent Integration

Think of the people you interact with every day, would you want to spend a day in a canoe with them? This show is all about creating the life that you want, one filled with wealth, wisdom, meaning and purpose. And that starts with surrounding yourself with the right people – people you’d want to spend a day with, in a canoe.

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Day in a Canoe Podcast

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