Beyond the Balance: A Conversation on Lending and Life
Beyond the Balance3 Joulu 2025

Beyond the Balance: A Conversation on Lending and Life

"Beyond the Balance," featuring host Miller Hoffman and guest Gretchen Curtis from Integrated Funding, a mortgage brokerage. The discussion centers on Gretchen Curtis’s career path in the lending world, detailing her transition from large banks to the brokerage model and the personal and professional advantages of that move, including better rates for clients and increased autonomy. The conversation explores different aspects of home financing, such as refinancing and purchasing, emphasizing the importance of personalized service and building trust with clients through major life events. Furthermore, Curtis shares her business philosophy, which prioritizes transparency and genuine client relationships over corporate bureaucracy, and concludes with a personal life lesson about the importance of listening to one's intuition.


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Jaksot(34)

Beyond the Balance: Abha Bowers on Reinvention, Resilience & Living Your Four Fs

Beyond the Balance: Abha Bowers on Reinvention, Resilience & Living Your Four Fs

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Beyond the Balance: Tim Humphrey on Reinvention, Resilience & Finding Your Purpose

Beyond the Balance: Tim Humphrey on Reinvention, Resilience & Finding Your Purpose

Tim Humphrey went from 200 rejection letters and a $13.50/hr IBM co-op to Chief Analytics Officer and then walked away from it all to become a Provost at Wake Tech. In this episode, the NC State alum ...

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Beyond the Balance: Marc Campbell on Pivots, Priorities & Dream Lives

Beyond the Balance: Marc Campbell on Pivots, Priorities & Dream Lives

What does it take to walk away from your dream job and discover a better one on the other side?In this episode of Beyond the Balance, host Ralston sits down with Marc Campbell, a former UNC Tar Heel a...

20 Touko 40min

Beyond the Balance: From Endurance to Excellence - Performance, Resilience & Wellbeing with Bill Coppel

Beyond the Balance: From Endurance to Excellence - Performance, Resilience & Wellbeing with Bill Coppel

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Beyond the Balance: 6 Common Money Myths (And What Actually Matters)

Beyond the Balance: 6 Common Money Myths (And What Actually Matters)

In this episode of Beyond the Balance, Jeb Bowie and Miller Hoffman tackle 6 common money myths that can quietly derail financial progress. From taxes and dividends to diversification, Social Security...

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Beyond the Balance: From Basketball to Business - Discipline, Mindset & Building a Meaningful Life with Ralston Turner

Beyond the Balance: From Basketball to Business - Discipline, Mindset & Building a Meaningful Life with Ralston Turner

In this episode of Beyond the Balance, Mike Manganillo sits down with Ralston Turner, a former Division I and professional basketball player turned financial advisor to explore what it really means to...

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Beyond the Balance: Turning Energy Into Impact, Relationships, and Real Growth with Larry Long Jr.

Beyond the Balance: Turning Energy Into Impact, Relationships, and Real Growth with Larry Long Jr.

In this episode of Beyond the Balance, Mike Manganillo sits down with Larry Long Jr., a global keynote speaker, author of Jolt, and former University of Maryland baseball player to explore what real g...

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Beyond the Balance: Starting a Business Without Quitting Your Day Job with Shannon Thomas

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In this episode of Beyond the Balance, host Mike Manganillo talks with Shannon Thomas, co-founder of Fratelli's Delicatessen in Apex, North Carolina, about what it really takes to start a business whi...

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