23. How Did We Get From UConn Track To Index Funds? With Justin Carbonneau How Did We Get Here? podcast

37:55

Ashley Quamme's path in financial advice was not the most typical one, but there were some early signs, like the fact that she was born on “Tax Day” and used to offer counseling to her classmates in the lunch line. Later, she worked as a mental health therapist until she discovered a new way to use her skills: advising advisors. If we add that she is married to a CFA and is the daughter of a CPA, now it makes way more sense. Let’s dive into Ashley’s journey and see how a psychological background and a lot of money conversations turned into a new way of financial advising. Connect with us! Ashley Quamme on LinkedIn Beyond the Plan Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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30. From Marketing Noise to Meaningful Work with Dennis Moseley-Williams 44:41

25 days ago44:41

44:41

What if the real reason people hire you has nothing to do with money? In this conversation, keynote speaker Dennis Moseley-Williams shares how his background in anthropology shaped a completely different approach to financial advising and business building. He explains why clients crave fulfillment, connection, and transformation more than they care about financial metrics. For Dennis, rejecting traditional business models, focusing on fairness, and creating memorable client experiences has helped him build a practice people want to be part of. He also shares why we are now living in a transformation economy, where doing work worth talking about matters more than any marketing funnel. If you are ready to start creating real impact, tune in to hear how you can build something people seek out naturally. Connect with us! Dennis Moseley-Williams on LinkedIn Moseley-Williams Strategic Consulting Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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29. From Sushi Entrepreneur to Financial Advisor with John Stoj 39:24

6 weeks ago39:24

39:24

John Stoj’s career took some unexpected turns—Wall Street trader, sushi entrepreneur, and reluctantly, a financial advisor. Along the way, he realized he loved helping people with money, just not in the way big firms do it. This may just be the least straight-line journey we’ve gone through yet! Stay tuned as we get into John’s story, where he “kicked and screamed” his way into a rewarding career. Connect with us! John Stoj on LinkedIn Verbatim Financial Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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28. From Lacrosse to Cross-Border Finance: Building Bird’s Eye with Sam Rook 36:12

8 weeks ago36:12

36:12

In this episode, Mark and Jess talk to Sam Rook, a Canadian financial advisor who went from studying physical education to becoming a go-to expert in cross-border and founder of Bird’s Eye Wealth. How did that happen? A $10,000 investment, and an inspiring mentor who changed his path forever. In this episode: - Sam’s career switch from teaching to wealth management - Why he left a big firm to start his own business - What U.S. advisors must know about Canadian clients - Why hiring outside the industry creates more impactful marketing Sometimes, the best opportunities come when you take a risk. Listen now! Connect with us! Sam Rook on LinkedIn Bird’s Eye Wealth Planners Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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27. From College Dropout to Grief Guru with Kathi Balasek 40:36

10 weeks ago40:36

40:36

Kathi Balasek shares her remarkable journey from flunking college, becoming a physical education teacher and then eventually, a grief expert. Kathi demonstrates how seemingly unrelated skills create a unique path for helping others navigate loss. Key Takeaways: • Grief is not a competition – "the only loss that matters is your loss" • Focusing on emotions rather than comparing experiences creates connection • How financial professionals can support grieving clients Whether you're navigating personal grief or supporting someone through loss, this conversation offers practical wisdom for showing up when life gets messy. Connect with us! Kathi Balasek on LinkedIn Kathi’s Website Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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26. How Did We Get From Rock ‘n’ Roll to Financial Planning? Part 2 with Matt Zeigler 28:37

12 weeks ago28:37

28:37

Matt Zeigler’s journey shows the power of curiosity and adaptability in navigating one's career through uncertainties. From his unexpected pivots during the global financial crisis to initiating his podcast "Just Press Record," Matt emphasizes the importance of embracing chaos as a path to growth. Key takeaways: • Resilience during the global financial crisis • Turning career challenges into opportunities • The power of curiosity • The value of non-traditional networking Connect with us! Matt Zeigler on LinkedIn Sunpointe Investments Cultish Creative Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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25. How Did We Get From Rock ‘n’ Roll to Financial Planning? with Matt Zeigler 29:04

14 weeks ago29:04

29:04

Matt Zeigler started out as a guitarist, hustling to make it in the music industry. Then, the dawn of the internet sent him along a different path, to financial services. He talks about how he was able to see his ADHD as a strength, and inspires listeners to embrace setbacks and not be afraid to pivot towards finding their passions. Key Takeaways: • Matt's transition from music to finance • Happiness in the workplace as a catalyst for change • Overcoming career setbacks and rejections • Harnessing ADHD as a unique strength • Lessons learned on resilience Connect with us! Matt Zeigler on LinkedIn Sunpointe Investments Cultish Creative Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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24. How Did We Get From Manufacturing to Financial Planning? with Cris Wallace 37:35

16 weeks ago37:35

37:35

Cris Wallace shares his remarkable journey from being a plant manager to becoming a dedicated financial planner. We discuss his motivations, the challenges he faced, and how relationships and understanding emotions around money can lead to success in financial advising. Key Takeaways: • Cris’s shift from plant management to financial planning • The inspiration behind helping others financially • Challenges and fulfillment in making career transitions • Importance of relationships and trust in financial advising • Addressing retirement fears and spending strategies Connect with us! Cris Wallace on LinkedIn WG Financial Group Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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23. How Did We Get From UConn Track to Index Funds? with Justin Carbonneau 48:59

19 weeks ago48:59

48:59

Justin Carbonneau’s journey from track and field to military service to the world of finance is a powerful example of turning challenges into opportunities. Justin has had to navigate tough transitions, from a demanding New York City internship to managing financial crises. Whether it’s finding encouragement online or the power of teamwork, his story shows how resilience and the right relationships can shape a rewarding career path. Connect with us! Justin Carbonneau on LinkedIn Validea Validea Capital Management Justin’s Blog Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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22. How Did We Get From Wall Street to CEO? with Ryan Krueger 40:16

21 weeks ago40:16

40:16

In this episode, we chat with Ryan Krueger about how discomfort can lead to real growth. Ryan shares his thoughts on staying positive, finding joy in your work, and creating success that aligns with your values. We also talk about how challenges can teach us important lessons and why discomfort is often the key to becoming stronger and more resilient. It's a warm and inspiring conversation filled with practical insights for navigating life and work. Connect with us! Ryan Krueger on LinkedIn Ryan Krueger on X Freedom Day Solutions Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth Referenced in our conversation: Ryan Krueger’s letter to his daughter…

How Did We Get Here?

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21. How Did We Get From Advisor to Mentor? with Julie Johnson 48:45

22 weeks ago48:45

48:45

Today we chat with Julie Johnson, a financial advisor turned mentor, as she shares her journey of helping families and advisors navigate the challenges of wealth transfer. Julie blends empathy and expertise, shaped by her own personal experiences, in a fresh perspective to managing finances across generations. We also explore the growing role of women in finance, the importance of mental health, and the concept of "funded contentment"—a balance between financial security and living a fulfilled life. Connect with us! Julie Johnson on LinkedIn XY Communication Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth Referenced in our conversation: Warren Buffett's Shareholder Letter…

How Did We Get Here?

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20. How Did We Get From Theology to Financial Planning? with Morgan Ranstrom 57:56

24 weeks ago57:56

57:56

What makes someone trade academia for financial advising during a recession? In this episode, we sit down with Morgan Ranstrom as he takes us through his remarkable journey from theology to finance. Combining technical skills with a deep understanding of human behavior, Morgan proves that financial planning is about more than numbers—it’s about people. From navigating life transitions to balancing risk and reward, Morgan shares insights that go beyond investments, inspiring advisors and clients alike. Connect with us! Morgan Ranstrom on LinkedIn Trailhead Planners Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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19. How Did We Get From Baghdad to Entrepreneur? with Van Smith 42:29

25 weeks ago42:29

42:29

Imagine starting a law firm with just a laptop and an iPhone. That’s exactly what Van Smith did! In this episode, Van shares how he grew his Virginia-based firm from scratch into a team of 30. His background wasn’t entrepreneurial at all, but after tackling challenges like undergrad during 9/11, a stint in Baghdad, and the 2008 financial crisis after law school—Van dug in and simply got to work. In this episode we talk about: Turning life’s chaos into growth. Smart financial habits that build long-term success. The power of starting small and staying consistent. Whether you’re dreaming of starting something new or just want to make better decisions, Van’s story is full of practical tips and inspiration. Connect with us! Van Smith on LinkedIn Smith | Strong, PLC Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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18. How Did We Get From a Childhood Goal to Estate Law? with Jenny Rozelle 39:21

26 weeks ago39:21

39:21

Join us as we chat with Jenny Rozelle, an estate and elder law expert who brings a down-to-earth approach to legal planning. From her small-town beginnings to leading a successful law firm, Jenny shares how hard work and community-focus drive her success. She breaks down why estate planning matters for everyone, and gives simple, practical advice to protect what you value most. Connect with us! Jennifer Rozelle on LinkedIn Indiana Estate and Elder Law Jess Bost on LinkedIn Lake Avenue Financial Mark Newfield on LinkedIn Journey Strategic Wealth…

How Did We Get Here?

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17. How Did We Get From Failed Classes to Fitness in Finance? with Aravind Sithamparapillai 43:56

27 weeks ago43:56