Protecting Your Future: Insights from Kathy Stokes AARP’s Fraud Watch Network, Episode #172
Consumer fraud is an issue that’s run rampant for too long. And when it impacts the elderly, it’s heartbreaking. Kathy Stokes—the Director of Fraud Prevention Programs with AARP—is passionate about educating older adults on the risks that fraud represents to their financial security. Since …
How to Make Friends with Nick Gray, Episode #171
Nick Gray is an entrepreneur and best-selling author who started and sold—not one—but two successful companies: Flight Display Systems and Museum Hack. Over 75,000 people have watched his TEDx talk about why he hates most museums. He’s also the author of “The 2-Hour Cocktail Party, a step-b …
Unlocking Peak Performance: A Mindset Playbook with Dr. Cassidy Preston, Episode #170
How do you unlock peak performance? Dr. Cassidy Preston believes that the foundation for performance needs to be mindset. That’s why Dr. Cassidy founded Mental Performance Coach at CEP Mindset. He is dedicated to optimizing the mindsets of elite athletes and high-performers. His priority is …
How Writing a Book Can Transform Your Path with Lauren Cobello, Episode #169
Have you ever thought about writing a book? Are you one of the people who says “I have a book inside me” but never takes the leap? Lauren Cobello is a renowned TV personality, author, and prominent figure in the world of public relations. Lauren took her personal triumph of overcoming debt …
Boosting Your Confidence: Unleash Your Inner Power, Episode #168
Emily Jaenson is a keynote speaker, podcast host, author, and co-founder of the Assist Group. Emily has been called a next-level motivator and inspirational leader. She lives up to her motto, “Be so good they won’t forget you!” Emily grew up in a small town with amazing parents but wanted m …
The Digital Debrief with Samantha Allen, Episode #167
Samantha Allen—the Senior Vice President of Digital Marketing at Carson Group—is a rockstar when it comes to digital marketing. She was recently recognized by WealthManagement.com as a rising star. She is part of our team at Carson Group and leads the integrated channel team. That means she …
Perfectly Hidden Depression with Dr. Margaret Rutherford, Episode #166
Dr. Margaret Robinson Rutherford is a clinical psychologist with thirty years of experience, an author, a TEDx speaker, and a podcast host. Dr. Margaret is known for her vibrantly engaging and theoretically well-crafted presentations. Her passionate message is that healthy mental and emotio …
Guiding the Way: Unseen Triumphs in Triathlon with Caroline Gaynor, Episode #165
Caroline Gaynor is the Vice President, Relationship Director, and Investment Specialist at Avantis Investors®. She is passionate about serving the advisor community. She has more than 17 years of experience in financial services and is a sought-after public speaker. Her stories and presenta …
Endeavor Retirement with Bonnie Treichel, Episode #164
Bonnie Treichel is a nationally recognized retirement plan expert, speaker, and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry. Bonnie wanted a …
Food Forest Abundance with Jim Gale, Episode #163
When Jim Gale was 19, his college wrestling coach asked everyone to write down their goals. Jim wrote down his goals based on what he’d learned from Dennis Waitley in his book, “The Psychology of Winning: Ten Qualities of a Total Winner.” Jim wanted to be a three-time All-American wrestler …
