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Financial Wisdom We Learn From Nature with Aaron Bott
Financial Wisdom We Learn From Nature with Aaron Bott

Episode 25

As humans, when should we be concerned about our impact on nature? I think there is an argument to be made for balance. I respect animals and their r…

3 years, 6 months ago

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Come Sail Away with Tim and Stephany
Come Sail Away with Tim and Stephany

Episode 24

Tim & Stephany Mauer discovered the British Virgin Islands in 2000 while on a charter. The experience was intoxicating and changed the course of thei…

3 years, 6 months ago

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Of Two Minds with Charles Hugh Smith
Of Two Minds with Charles Hugh Smith

Episode 23

Today’s guest is Charles Hughes Smith, who’s been writing about socioeconomic and technology trends since 2005 on his blog, “Of Two Minds.” His blog …

3 years, 7 months ago

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The Real ESG
The Real ESG

Episode 22

I received my first securities license 30 years ago. Over these years, I’ve been exposed to many investment options. I’ve never been drawn to taxable…

3 years, 7 months ago

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A View From The Cockpi
A View From The Cockpi

Episode 21

Steve Knight has been in the aviation industry for 50 years. He holds an airline transport pilot certificate, a commercial pilot certificate, a fligh…

3 years, 8 months ago

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Taking Care of Business with Rich Solomon
Taking Care of Business with Rich Solomon

Episode 20

Today’s guest, Rich Solomon, is an attorney, author, and public speaker that runs a local radio station in New York. In this episode of Upthinking Fi…

3 years, 8 months ago

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Sunil Dovedy
Sunil Dovedy

Episode 19

Starting a business is both challenging and exciting. I cannot deny the hand of God in my work at Capital Investment Advisors. I’m surrounded by some…

3 years, 9 months ago

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Riskalyze CEO Aaron Klein
Riskalyze CEO Aaron Klein

Episode 18

One of the challenges financial planners face is figuring out how to determine an individual's risk tolerance and explain it to them. The challenge i…

3 years, 9 months ago

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Do What is Right, Not What is Expected
Do What is Right, Not What is Expected

Episode 17

Today’s guest built a successful career and preserved her personal integrity working in a high-pressure industry where most people succumb to the dem…

3 years, 10 months ago

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Adapt or Die with Rodrigo Gordillo ReSolve Asset Management
Adapt or Die with Rodrigo Gordillo ReSolve Asset Management

Episode 16

The political and socio-economical world is changing rapidly. What’s happening isn’t just a part of the normal cycle. So how do we adapt in these cha…

3 years, 10 months ago

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