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Travis Parry
Jun 1, 20231 min read
Investing in Family and Personal Growth with Brad Layland
Today we are joined by Brad Layland, CEO of The FOCUS Group, which provides fundraising counsel to nonprofit organizations in major donor de
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Travis Parry
May 30, 20231 min read
Finding Your Genius with Gary Cardone
Today, we are joined by Gary Cardone, an accomplished American entrepreneur and CEO. He co-founded Chargebacks911, a payment processing risk
20 views0 comments
Travis Parry
May 25, 20231 min read
Ep 122: The Power of Priorities and Planning with Mike Kendra
Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
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Travis Parry
May 23, 20231 min read
Ep 121: Mental Health, Physical Health, and Spiritual Health
Workaholism is an addiction that can cause serious harm in our lives, such as neglected relationships, compromised mental and physical healt
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Travis Parry
May 16, 20232 min read
Ep 120: Guarding Your Heart and Time with Todd Brand
Today we are excited to chat with Todd Brand, chief executive officer and president of Brand Asset Management Group, Inc. Todd is a second
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Travis Parry
May 11, 20231 min read
Ep 119: Self-Assessment and Investment with Roy Snarr
Today we are joined by Roy Snarr, CFF®, CLTC®, NSSA®, LACP™. Roy is an asset protection and long-term care specialist based out of Austin, T
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Travis Parry
May 9, 20232 min read
Ep 118: Leaving Work At Work with Randy Crabtree
We are excited to be joined by Randy Crabtree, CPA, on the show today. As the co-founder and partner of Tri-Merit Specialty Tax Professional
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Travis Parry
May 4, 20231 min read
Ep 117: The Business Growth Balancing Act with Michael Lecours
We are delighted to have Michael Lecours, CFP®, on our show today. Michael is a co-founder of fpPathfinder, an organizational service that e
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Travis Parry
May 2, 20231 min read
Ep 116: Building Team Unity With John Bucsek
In today’s episode, we have the pleasure of interviewing John Bucsek, CFP®. John has over 30 years of experience in the financial services
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Travis Parry
Feb 28, 20231 min read
Ep 98: Balancing Family, Business, and Service with Gabe Lapito
Today we’re joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in find
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Travis Parry
Feb 16, 20231 min read
Ep 95: Why You Should Take The Legacy Letter Challenge
Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meani
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Travis Parry
Feb 14, 20231 min read
Ep 94: Letting Family Needs Determine the Right Balance with John Black
Most of the struggle with finding balance while growing your business comes at home. Trying to carve out enough time with your family while
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Travis Parry
Jan 5, 20231 min read
Ep 83: Balancing Your Business with Jessica Smith, CFP®, CAP®, CLU®, CPWA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Jessica Smith, CFP®, CAP®, CLU®, CPWA®. Jessica is the president of...
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