Beyond the Balance

Beyond the Balance

Brought to you by TradeWinds, Beyond the Balance goes deeper than dollars and cents, exploring how our financial choices shape our lives, relationships, and happiness. Each episode features real conversations with guests from all walks of life; advisors, entrepreneurs, parents, and everyday people that talk about what balance really means in money and in life. Because true wealth isn’t just what’s in your account, it’s what makes life meaningful.

Tämä podcast on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi podcastin jaksot saattavat sisältää mainontaa.

Jaksot(37)

Back to School Money Talk: A Teen's Take on Budgeting, Saving & AI with Jack Adkins

Back to School Money Talk: A Teen's Take on Budgeting, Saving & AI with Jack Adkins

This month's theme is back to school, so we flipped the script and put a high schooler in the guest chair. Jack Adkins just wrapped up his summer internship at TradeWinds, and before that, he was figu...

19 Elo 23min

Beyond the Balance: Building Independence, Betting on Yourself, and Redefining Wealth with Tim Whitney

Beyond the Balance: Building Independence, Betting on Yourself, and Redefining Wealth with Tim Whitney

In this episode of Beyond the Balance, Mike Manganillo sits down with Tim Whitney, founder and CEO of TradeWinds to explore what it really takes to bet everything on independence.Tim shares his path f...

22 Heinä 29min

Beyond the Balance: Patrick Stacy on Analytics, Roster Building & Being a Girl Dad

Beyond the Balance: Patrick Stacy on Analytics, Roster Building & Being a Girl Dad

From Moneyball-obsessed finance student to NC State's Assistant General Manager, Patrick Stacy's path into college basketball is anything but traditional. In this episode of Beyond the Balance, host R...

8 Heinä 35min

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

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

What does it take to walk away from a CEO title and leap into something entirely different? In this episode of Beyond the Balance, host Mike Manganillo sits down with Abha Bowers: 20-year marketing ve...

24 Kesä 26min

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 ...

10 Kesä 1h 13min

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

Host Mike Manganillo welcomes Bill Coppel, Chief Client Growth Officer at Trade PMR, for a candid conversation about what really drives meaningful growth in wealth management. With over three decades ...

6 Touko 19min

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...

27 Huhti 36min

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