Beyond the Balance: A Conversation on Lending and Life

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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Avsnitt(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 Aug 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 Juli 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 Juli 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 Juni 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 Juni 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 Maj 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 Maj 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 Apr 36min

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