*Drumroll please… And the #1 episode of 2024 is episode #1!  Our launch episode focused on the ethos of what the podcast would become, and it continues to gain new listeners despite nearing its one-year anniversary! We hope you enjoy as much as we have. - Welcome to the inaugural episode of the Envizion More Podcast. I’m uniquely excited to finally share what we’ve been working on in secret for the last 6 months. Today’s conversation will help give you a taste of the conversations we’ve been capturing and what’s to come. I’m joined by my good friend Trent Booth, CEO of Veritas Leadership. He’s my professional coach who has a knack for bringing out the best in those around him–you’ll hear from him frequently on this show. Today, we answer the cornerstone question, “What does it mean to Envizion More?” (And why a podcast about it?) Here are a few of the soundbites you’ll come across in today’s episode: Wealth Beyond Net Worth Financial success ruins as many families as it strengthens. How do we find and protect our core values in the midst of wealth? What Is Wealth Acceleration? 70% of wealth disappears in the second generation. How do we mentor our kids to take what we’ve built and steward it well, accelerating our family wealth and impact through generations 2 and 3? Why We Don’t Talk About Retirement We encourage our clients to plan for “financial independence.” Don’t work 40 years to put your feet up and coast with no purpose. We want our clients to manage their wealth towards maximum freedom–freedom to pursue your family's calling and vision. I hope you enjoy this opening episode, and if you’d like to check out the show notes or learn about our work at Vizionary, visit us at EnvizionMore.com. Key Highlights 00:00 Financial empowerment beyond retirement planning 10:39 Personal growth through extensive reading 13:50 Challenging biases for financial breakthrough 17:28 Rethinking vision: Impact over retirement 30:21 Using wealth to accelerate values through generations 39:40 Breaking generational mindsets for success 45:50 Practicing intentional family conversations on values 51:27 Avoiding entitlement in generational wealth 1:03:02 Storytelling for accessible financial concepts Key Links Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Veritas Leadership Group: https://www.veritasleadershipgroup.org/ Trent’s LinkedIn: https://www.linkedin.com/in/trentbooth/ Disclosures: http://www.VizionaryWealth.com

Welcome back to our Best of 2024 Year in Review! Today, we dig into our #2 episode from the first year with guest Bryce Wagner. This conversation gave us insight into the unique mind of 19-year-old Bryce, an entrepreneur who has an uncommon perspective on value creation, thinking strategically, and stewarding your mindset. Today's episode was our 7th episode, featuring Bryce Wagner. We hope you enjoy it!   At just 19 years old, Bryce Wagner has experienced more transformation than most seasoned leaders.  Instead of college, he chose the entrepreneurial route and now oversees a franchise business nearing $1M in annual revenue. He’s transformed his health, losing 150lbs and building muscle mass. He’s embracing mentors and reading 50+ books a year. How did he arrive at this point at only 19? His story (so far) is one of extreme ownership. Not perfection. Ownership. Bryce’s journey is a wealth of insight for anyone who wants to empower their kids to chase big dreams. Our hope is not that they become like us–it’s that they lap us again and again. Key Highlights 00:00 Introduction to Bryce Wagner's Leadership Journey 04:12 Transformation through Discipline and Leadership 10:30 Reading to Lead: Bryce's Key Books 17:45 Managing Early: Bryce's Introduction to Business 25:28 College vs. Entrepreneurship 32:40 Embracing the Family Business 39:15 Overcoming Bullying: Building Resilience as a Leader 47:02 The 75 Hard Challenge: Mental Grit Meets Habits 54:19 Negotiating Equity Deals as a Teenager 1:12:27 Dealing with Failure 1:20:42 Finding the Bigger Goal 1:29:50 Family Goals and Lifetime Giving 1:37:33 The Emotional Aspect of Leadership: Control and Connection Key Links Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com 

We are closing in on the one-year mark of the Envizion More Podcast, so we are taking a moment to revisit our top 3 episodes of 2024! These conversations resonated the most, offered engaging conversation, and encouraged listeners to Envizion More. Whether you’re listening again or catching them for the first time, we’re excited to share these standout moments with you.  Today's episode, and the final installment in our top 3 episodes from 2024, was our 4th episode, featuring Justice Volz. We hope you enjoy it!   “Very rarely do you get to walk the entrepreneurial journey with your mentors. That’s one of the biggest privileges of having mentors as partners. My dream is to do the same thing with my kids.” In this episode, we sit down with Justice Volz, managing partner of Liberty Entertainment, who shares his remarkable entrepreneurial quest as a young managing partner of a growing franchise business. With a hub on Ocean City, New Jersey’s boardwalk, Justice has a wealth of insight earned by experience. Together with his brother and the strategic mentorship of Wayne Wagner, Justice navigates the narrative of their business evolution – from weathering setbacks to transformative acquisitions. Justice also shares about the benefits (and challenges) of family business dynamics. Key Themes Include: Mentorship Matters: Time-tested wisdom is critical. Resilience is Rewarding: Facing challenges head on is the path to rare flourishing. Legacy Over Currency: Profit is the fuel, not the end goal. We'll also be joined by the insightful Trent Booth, who explores the layers of multi-generational business growth, the impact of strong mentorship, and the significance of leaving more than just financial wealth to future generations. Key Highlights 03:25 Small business genesis and personal resilience 08:42 Funding, startup pitfalls, and strategic pivots 14:09 Wayne's mentorship and venture growth insights 20:15 Transformative acquisitions 33:29 Resilience amidst pandemic challenges 39:45 Entrepreneurs' goals: ministry, wealth, and infrastructure 46:00 Values advancement over political polarization 58:12 Work-life balance and seasonal working patterns 1:04:28 Valuing experience and supporting alternative careers 1:32:05 Authentic customer engagement and innovative sales training Key Links Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com  Connect with Justice on LinkedIn: https://www.linkedin.com/in/justice-volz-735288273/ 

"When families fail to plan, they plan to fail. Estate planning isn’t just about documents—it’s about preserving peace." In this episode of Envision More, Wayne Wagner Jr. is joined by Chris Young, a veteran estate planning attorney with over 30 years of experience. As a partner at Archer & Greiner, Chris has worked on complex, high-net-worth cases, helping families navigate the intricacies of wealth transfer and legacy planning. The conversation goes beyond the essential documents everyone needs and explores the often-overlooked nuances of trusts. Chris shares gripping stories of real-life cases that illustrate the value of thoughtful planning, including avoiding elder abuse, protecting children from financial pitfalls, and navigating sensitive family dynamics. Wayne and Chris also tackle trending topics like the role of AI in estate planning, the importance of intergenerational conversations, and the challenges faced by family businesses. With actionable advice and engaging anecdotes, this episode is packed with wisdom for anyone seeking to safeguard their legacy. Whether you're starting from scratch or revisiting your estate plan, this conversation will leave you better equipped to make confident decisions for your family’s future. KEY HIGHLIGHTS: Importance of building a legacy through proper planning. The role of trusts for minors, special needs, or tax mitigation. Using trusts to safeguard children from poor decisions or difficult circumstances. Strategies for family businesses and liquidity challenges. Addressing potential disputes among heirs. The limitations of AI in legal services. Addressing elder abuse and financial exploitation. How to choose the right professionals to guide your family’s future. KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Archer & Greiner, PC: https://www.archerlaw.com/en/people/christopher-s-young  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

“On the balance sheet of your future, is your health a liability or an asset?” Unfortunately, every advisor has seen their own version of this story: a client spends decades building a robust net worth only to experience a life-changing medical event as early as their 50’s or 60’s. The life they spent decades saving for now looks entirely different. That’s the story our guest today, Stevyn Guinnip, is devoted to avoiding. She has a unique specialization serving top financial advisors who don’t want to mortgage their health to build their business.  She’s the founder of an incredible program–the Wellth Plan–which takes the principles of wealth building and applies them to your most valuable asset: your health. In her words, “Take your health from a liability to an asset.” Today, she shares her perspective on how top performers can achieve the optimal balance of financial and physical success through consistent, compounding practices. KEY HIGHLIGHTS: How physical health affects leaders Leadership in choosing the right environment for well-being How effective leaders manage stress and recovery Influencing team health through personal wellness commitment Functional exercises that predict longevity Lessons from international living KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  GrowWellthy: https://www.growwellthy.com/  WellthPlan: https://www.growwellthy.com/welcometowellthplan.html  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

"The past is prologue, but it doesn’t have to be — we have the power to chart a new trajectory for our lives." In this episode, Wayne Wagner, Trent Booth, and Nate Wagner dive deep into the critical importance of holistic wellness and self-awareness as the foundation for effective leadership in our families, businesses, and communities.  Together, they explore the 5 Dimensions of Wellness — Physical, Psychological, Emotional, Social, and Spiritual — offering practical strategies to help you thrive in each area. From tackling physical health challenges in mid-life to building resilient relationships, this episode is a blueprint for becoming the best version of yourself. Tune in to gain actionable insights for sustainable growth and learn how to lay a foundation for true flourishing in every aspect of your life. Key Highlights: The 5 Dimensions of Wellness: What they are and why they matter. Physical Fitness: The shift from intensity to consistency in mid-life health and why sleep and preventative care are non-negotiable. Psychological Resilience: Strategies like micro-goal setting, journaling, and defining your "why" to gain clarity and avoid burnout. Emotional Health: Learning to process emotions constructively and choose renewal over negativity. Social Connections: The importance of accountability, healthy boundaries, and building mutual relationships. Spiritual Growth: Developing daily rhythms of devotion, repentance, and worship to guard your heart and sustain your soul. Action Steps: Take an honest inventory of your wellness across the 5 Dimensions. Schedule a physical exam, explore preventative health measures, and commit to improving one area of physical health this month. Start a journaling practice or invite a trusted friend into deeper conversations about your emotional and psychological well-being. Identify your front-row relationships and invest intentionally in mutual connections. Reflect on your spiritual rhythms: Where can you grow in intimacy and awe with God? Quotes to Remember: “It’s not just about growth; wellness is a continuum where small, consistent changes compound over time.” “Boundaries are not about isolation but creating space for thriving relationships.” “God doesn’t need rest, but He modeled it because He knows we do.” Connect with Us: Follow the Envizion More Podcast on your favorite platform for more conversations on wellness, leadership, and values-driven growth. Share this episode with someone in your circle who’s ready to take their personal wellness to the next level! About Our Guests: Trent Booth – Founder of Veritas Leadership Group, executive coach, and leadership expert dedicated to helping individuals and organizations achieve their potential. Nate Wagner – Leadership coach, counselor, and consultant working with pastors, non-profits, and teams to navigate the complexities of leadership and personal growth. Start mapping your 2025 today. It’s not about perfection; it’s about progress and intentionality. Take stock of where you are, envision where you want to go, and start creating the life you’re called to lead! Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

"If we understand why we’re making changes, we can take small steps today that will shape the life we truly want." In this episode of Envizion More, Wayne Wagner is joined by Trent Booth of Veritas Leadership Group and Nate Wagner, leadership coach and counselor, for an inspiring and practical discussion on how to map out 2025. Together, they walk you through a proven framework—the Wheel of Life—to evaluate where you are now, envision where you want to go, and carve out actionable steps to get there. From strengthening your faith, family, and finances to prioritizing personal growth and giving back, this episode provides a clear and encouraging blueprint to plan your year with intentionality and purpose. Whether you’re leading a family, a business, or simply your own life, this is a conversation about alignment, balance, and building a legacy that matters. Download the Family Discussion Guide: https://www.vizionarywealth.com/mapping-2025  What You'll Learn in This Episode: How to use the Wheel of Life to assess six key areas of life: Faith, Family, Finances, Physical Health, Education/Vocation, and Ministry/Social Contributions. Why it’s crucial to define reality, envision a preferred future, and create a path to pursue it. How faith and values shape intentional planning for the year ahead. Practical ways to evaluate your priorities and take small, meaningful actions to improve each area of life. The power of ministry, generosity, and finding fulfillment in serving others. Key Highlights: [00:05:00] Introducing the Wheel of Life framework and how it brings clarity and balance. [00:12:00] Faith: What does a thriving spiritual life look like, and how can you evaluate it? [00:28:00] Ministry: Time, Talent, and Treasure—how to give back meaningfully and joyfully. [00:39:00] Building stronger families and creating intentional connections with your loved ones. [00:59:00] Planning your finances and aligning them with your purpose for 2025. [01:03:00] Why personal growth and education matter in your overall vision for life. About Our Guests: Trent Booth – Founder of Veritas Leadership Group, executive coach, and leadership expert dedicated to helping individuals and organizations achieve their potential. Nate Wagner – Leadership coach, counselor, and consultant working with pastors, non-profits, and teams to navigate the complexities of leadership and personal growth. Resources Mentioned: Recommended Reading: Sacred Pathways by Gary Thomas and Perpetual Motivation by Dave Durand. Start mapping your 2025 today. It’s not about perfection; it’s about progress and intentionality. Take stock of where you are, envision where you want to go, and start creating the life you’re called to lead! Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

Welcome to another inspiring episode of the Envizion More Podcast! In this episode, Wayne Wagner dives deep into the art and strategy of financial vision casting as a family. Learn how to collaboratively plan your year ahead, set financial goals, and align your family's values with practical steps for a prosperous future. Download the PDF Discussion Guide: https://www.vizionarywealth.com/mapping-2025  What You'll Learn in This Episode The six key areas of financial planning to evaluate annually, including healthcare, income, and investments. How to normalize conversations about financial fears, net worth, and personal growth. The importance of defining family goals and fostering accountability for a stronger financial future. Practical strategies for tax planning, investments, and managing good vs. bad debt. Ways to involve your family in meaningful discussions and set long-term multigenerational goals. Episode Highlights [00:02:00]: The "Six Worlds" of financial planning – from healthcare to investments to legacy. [00:05:00]: How to calculate net worth and use it to shape your financial strategy. [00:15:00]: Why reviewing estate plans and beneficiary designations is critical. [00:25:00]: Transforming annual financial planning into a family tradition with actionable insights. [00:40:00]: Setting clear goals for personal and professional growth while fostering accountability. Your 2025 Financial Challenge (Downloadable Planning Questions) This year, set aside time to create a financial vision for your family. Use Wayne's 10 annual questions to review your budget, income sources, and net worth. Then, outline goals to reduce debt, grow investments, and build a legacy. To download Wayne’s Guide to Annual Planning for Families, visit this LINK Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

We have the privilege of working with high-performing families, but what keeps a family close in the midst of individual success? Today’s returning guests Chris and Melissa Smith have dedicated their careers to helping families forge a common bond around core values and vision. Their work through Family Brand (linked below) is a powerful framework to help families answer the critical question, “Who are WE?” We’re ready to tackle the practical aspects of building strong family identities by setting yearly goals and themes, reflecting on past successes and challenges, and emphasizing the importance of open communication and vulnerability.  Whether it’s creating vision boards with your kids on New Year’s Eve, establishing relationship goals, or teaching financial responsibility, today’s episode is packed with insights for every family eager to deepen connections and foster intentional living. KEY HIGHLIGHTS: Yearly themes transformed our family Planning for improvements Building identity and resilience through family narratives  Striving for meaningful relationships Quick relationship check-ins Intentional vs. intuitive vision boards Reinforcing established communication patterns Budget and assets planning Shared values enable vulnerability and accountability KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Family Brand: https://familybrand.com/  Family Brand Podcast: https://familybrand.com/podcast/  Family Culture Quiz: https://familybrand.com/quiz/  Family Brand Instagram: https://www.instagram.com/ourfamilybrand/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

For most people, your 40’s represent a challenge: your income is the highest it’s ever been, but life is more expensive than ever too. And busier. As a result, your 40’s tend to be a balancing act of priorities in the areas of money and time. How you prioritize will determine the life you lead, both now and in the critical coming years. Today’s episode breaks down some of the key financial strategies and vehicles we see for clients navigating this incredible season of life. Target savings and timeline for financial independence Final stretch before college costs Balancing lifestyle and future planning More complex compensation–including deferred comp and equity Estate planning priorities and updates Prioritizing strong family bonds through busy years Whether you're advancing in your career or managing growing family responsibilities, this episode is filled with valuable advice to help you navigate this critical decade.  KEY HIGHLIGHTS: Realistic long-term equity returns Maximizing investments early leads to greater growth Understanding Rule 72 Prioritize family stability over career advancement Establish core family values Planning for Generational Wealth Planning for Worst-Case Scenarios Maximize 529 and Roth 401k savings strategies. Deferring taxes to manage future financial obligations. Non-portable plans lead to unexpected taxable income. KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

Welcome to Week 2 of our new series Planning by the Decade. This week’s focus: financial priorities in your 30s. Our 30s are a decade filled with burgeoning responsibilities and significant life changes. Life gets busier–and more expensive–but our opportunities get bigger too. Because many 30-somethings (mistakenly) think they’re too young for a financial advisor, we are diving into the planning topics we wish more people knew about in their 30s. Even small decisions and habits can have an enormous impact on your future because of the amount of time you have between now and your retirement years. This episode contains some extremely practical ideas like: How to set long term savings targets Life & disability insurance guidelines Priorities for estate planning as life changes We also delve into creating a strong family identity and core values, mentoring in your 30s, and the significance of having a mission-driven life. So, get ready for an enlightening conversation packed with actionable advice, personal anecdotes, and expert insights tailored to enhance your financial well-being and personal growth. KEY HIGHLIGHTS: Personal financial leadership in your 30s Establishing a family “brand” and core values Involving children in values discussions Role of mentors in personal and professional growth  Creating an open environment for critical feedback Financial assessments and setting annual goals Strategies to align expenses with income Debt management and long-term financial independence Downsizing and housing decisions for future flexibility KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com    Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/  

Most people don’t start working with a financial planner until much later in life–but the early years are some of the most important in financial planning. Kicking off our series Planning by the Decade, this episode is specifically geared to those in their 20’s as we explore the powerful role of mentorship, continuous learning, and the significance of a personal mission statement.  Wayne shares his journey of self-reflection and his transformation through disciplined financial practices. One other core message: the impact early investments can have on your financial future. We'll discuss the nuances of good versus bad debt, the importance of estate planning, and the crucial steps to maintain financial independence. Wayne also offers practical advice on balancing work and passions, building grit and resilience, and understanding the essential role of credibility in influence. Whether you're just starting out or looking to refine your financial strategy, this episode is packed with wisdom to help you envision and achieve more. So, grab a pen and paper—you're going to want to take notes! KEY HIGHLIGHTS: Qualities of great mentors The goal of outgrowing mentors Personal mission: Being a net giver Simon Sinek's "Start with Why" Deferred investment: Financial literacy in leadership Good debt (cashflow) vs. bad debt (expenses Importance of early investments: Long-term leadership vision Living below your means Building resilience and humility Broadening your vision through reading KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

Excited to share our latest episode of the Envizion More Podcast, featuring an in-depth conversation with Russ Nesevich, an experienced estate planning attorney. Hosted by Wayne Wagner Jr., this episode brings invaluable insights on planning for the future, whether you're building your wealth, protecting your family, or planning your legacy. Key Takeaways: 1️⃣ The Importance of Comprehensive Estate Planning Understand why estate planning isn't just for end-of-life scenarios, but also crucial for incapacitation and asset protection. 2️⃣ Essential Estate Planning Documents Learn about the five must-have documents to ensure your wishes are respected: will, power of attorney, healthcare power of attorney, HIPAA release, and living will. 3️⃣ Navigating Changing Tax Laws Stay ahead of tax changes expected at the end of 2025, and discover strategies for minimizing estate taxes, including gifting and strategic use of trusts. Russ's insights provide actionable steps to protect financial stability and peace of mind for you and your loved ones. Don't miss this episode! KEY HIGHLIGHTS: Estate planning for leadership in families  Leadership in managing family resources and inheritance Delegating decision-making during illness through estate planning Ensuring trustees make sound decisions Using trusts to protect family assets Inherited IRAs and impact on beneficiaries Role of trustees in helping family business endeavors  Restricting beneficiaries from disputing trustee decisions Strategic asset distribution for effective leadership Preparing for potential tax changes and impacts Creating clarity with healthcare directives KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Nesevich Law, LLC: https://nesevichlaw.com/russ-nesevich/  Russ’ LinkedIn: https://www.linkedin.com/in/russnesevich/  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Veritas Leadership Group: https://www.veritasleadershipgroup.org/  Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

“Our ceiling is limited by our ability to handle conflict effectively.” Tune into the latest episode of the Envizion More Podcast featuring Nate Wagner, President of the Actuator Leadership Group. This episode is packed with powerful insights on conflict resolution, leadership, and fostering a productive corporate culture. As the financial landscape evolves, so must our approaches to team dynamics and organizational growth. 🎙️ Key Takeaways: Embrace Redemptive Conflict: Instead of shying away from disagreements, use them as opportunities to foster collaboration and mutual respect. Redemptive conflict prioritizes win-win outcomes over competitive, win-lose scenarios. Build Psychological Safety: Creating an environment where team members feel safe to be honest, vulnerable, and imperfect is crucial for effective collaboration and problem-solving. This involves both predictive trust (reliability) and vulnerability-based trust (grace and understanding). Perspective Over Perception: Elevate your conflict resolution by distinguishing between perception (personal interpretation) and perspective (a broadly informed viewpoint). This shift encourages understanding and collaborative problem-solving. Join us for an engaging discussion that not only dissects the nuances of conflict resolution and trust but also provides practical advice for cultivating a productive and harmonious work environment. Stay tuned, as we envizion more together on the Envizion More Podcast! KEY HIGHLIGHTS: Conflict: self-centered, competitive or redemptive? Redemptive conflict aims for mutual collaboration Shared mission: Predictive, vulnerability-based trust fostered Addressing Conflict Aversion: Understanding Underlying Insecurities Confusing methods with motives cause conflict Value and unity in difficult conversations are emphasized Cultivate safe environment for productive disagreements Coaching, counseling, and communication improve organizational relationships Separate identity from ideas; foster constructive dialogue. KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Nate’s Counseling Bio: https://www.cornerstone.edu/faculty/nate-wagner/  Nate’s LinkedIn: https://www.linkedin.com/in/nathan-wagner-5b217611/  Veritas Leadership Group: https://www.veritasleadershipgroup.org/  Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

In today's episode, we have the pleasure of chatting with Dr. Samuel Dyer, a trailblazer in the pharmaceutical industry and the head of the Medical Science Liaison (MSL) Society. Dr. Dyer shares his compelling journey, from being the first in his family to attend college, facing immense personal and financial challenges, to eventually graduating from medical school at the age of 51. We'll dive into how Dr. Dyer discovered the MSL role, his innovative approach to breaking into the industry, and his passion for combining science, strategy, and relationship-building. He'll also discuss the profound impact of MSLs in aiding healthcare professionals and influencing patient care, offering insights into why this role, often described as one of the best-kept secrets in the pharmaceutical world, is gaining such traction. Join us as we explore Dr. Dyer's visionary work with the MSL Society—a global organization dedicated to supporting and advancing the careers of MSLs through training, certification programs, and a thriving community. Plus, we'll hear about Dr. Dyer's award-winning book, designed to help aspiring MSLs navigate this competitive field. Whether you're a current MSL, an aspiring one, or simply intrigued by the intersection of science and business, this episode is packed with valuable insights and inspiration. So, grab your headphones and get ready to be inspired by Dr. Samuel Dyer's incredible story and advice. KEY HIGHLIGHTS: The formation of the MSL Society Building a community for professional growth Embracing the ethos of doing the right thing Creating opportunities through unconventional networking The importance of thinking long-term like a business Promoting a strategic approach to career development Nurturing future leaders within the organization Encouraging continuous learning and development Importance of patient-centric leadership mindset KEY LINKS: Envizion More: http://www.EnvizionMore.com  Dr. Dyer’s LinkedIn: https://www.linkedin.com/in/samueldyer/  MSL Career Guide: Amazon Book MSL Applications: Amazon Book The MSL Society: https://themsls.org/  The MSL LinkedIn: https://www.linkedin.com/company/medical-science-liaison-society/  MSL Facebook: https://www.facebook.com/MedicalScienceLiaisonSociety  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Veritas Leadership Group: https://www.veritasleadershipgroup.org/  Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

“Identity drives behavior. If we want winning behavior, we need to cultivate winning identities.” Today’s episode dives deep in the origin story of co-host and coaching extraordinaire Trent Booth of Veritas Leadership Group. We explore Trent's fascinating journey, from his Canadian upbringing and immigration to the US, to his extensive experience in public speaking, sales, and entrepreneurship. We'll also discuss his unplanned venture into coaching, the strategic thinking and support he offers, and how coaching has helped both our teams grow exponentially. Trent and I dig into the importance of grit, resilience, and facing tough challenges early in life, as well as the value of developing a positive, entrepreneurial culture during times of rapid growth. We'll also share some personal anecdotes, like the moment that forged our friendship, and reflect on the importance of empathy, understanding, and the powerful impact of positive relationships. Join us as we Envizion More for ourselves and for our teams. KEY HIGHLIGHTS: Adversity in sales teaches personal growth. Why coaching is about asking good questions Choosing opportunities matching your effort and skills. Understanding emotions helps when facing tough interactions. Viewing business building as community impact Coaching unlocks growth; consistency ensures long-term success. KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Veritas Leadership Group: https://www.veritasleadershipgroup.org/  Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

Today’s guest is a master at his craft: complex, high net worth tax strategy. Where most CPA’s take a reactive approach to planning, Ian Sloan helps clients be proactive where it matters most. Our conversation today is a brief masterclass on high-net-worth tax strategies with an emphasis on entrepreneurial leverage. We'll be diving deep into smart tax strategies—from setting up separate LLCs for equipment purchases to optimizing retirement plans and Roth IRAs. Ian will share his expertise on structuring asset acquisitions, managing tax liabilities, and understanding the ins and outs of current tax regulations. Whether you’re exploring Roth conversions, looking to reduce your tax burden, or planning for retirement, this episode is packed with valuable insights that you don’t want to miss. Plus, we’ll touch on IRS audits, accurate documentation, and the pitfalls of bad tax advice circulating on social media. Stick around as we unpack these crucial topics and much more. KEY HIGHLIGHTS: Positioning at the top of your bracket for savings Coming changes in tax brackets for 2026 How AI may replace simple tax preparation tasks Tax implications on large retirement accounts inheritance IRA distributions affect FAFSA-based financial aid eligibility Defined benefit plans: complex tax implications and deductions 1031 exchange restrictions on business asset trades Use donor advised funds for tax-efficient philanthropy KEY LINKS: Envizion More: http://www.EnvizionMore.com  Chandler, Nichol, & Sloan: https://thechandlercpas.com/  Ian’s LinkedIn: https://www.linkedin.com/in/ian-t-sloan-cpa-a949ba28/  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

Experiences–especially travel–are one of the greatest investments families can make. Whether you’re bonding through fun or scheduling time away to reflect, experiences can become core memories when we are intentional. In today’s episode, we sit down with certified travel agent Jennifer Hancock of Magical Moments Vacations. Her specialization: creating exceptional experiences tailored for the “why” you envision for your time together. Jennifer shares invaluable tips on planning the perfect vacation, emphasizing the benefits of using a travel agent to navigate ever-changing travel procedures and requirements. From mother-daughter Disney escapades to adult-only getaways and dream vacations to the Maldives, Jennifer’s passion for creating personalized and memorable travel experiences shines through. Whether you're a Disney enthusiast or an ardent world traveler, this episode offers delightful insights and practical advice to help you "envision more" for your next adventure. Stay tuned as we embark on this journey with Jennifer Hancock. Enjoy the show! KEY HIGHLIGHTS: Jennifer’s backstory & passion for adventure The impact of leadership in travel planning How to plan experiences that match your visiono Creating 'magical moments' in travel KEY LINKS: Envizion More: http://www.EnvizionMore.com  Magical Moments: https://www.planmytripforme.com/  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

“25% of the population are Baby Boomers, ranging from 60 to 80+. How prepared are we for the wave of caregiving that’s just beginning?” Caregiving is a complex (and sensitive) topic for many families. Clients and members of our team find themselves navigating it presently as parents experience the challenges of aging.  What do our aging relatives want for their care preferences?  How will they fund it?  What steps should they be taking to get a plan in place? These questions and more are the reason we are joined by Bob Kane, COO of Ameribest who supports families through at-home caregiving through the aging process. In this episode, we explore Medicare and Medicaid roles in home care funding, the importance of planning for self-funding, and the rising costs associated with assisted living and continuous care retirement communities.  We also discuss the benefits of hybrid insurance policies, how to find and vet reputable home care providers, and the challenges faced by the "sandwich generation"—those caring for both aging parents and young children. Bob shares his expert advice on making informed decisions about long-term care and the necessity of open family discussions about these critical issues. We’ll also hear about innovative models like Ameribest's consumer-directed approach, where family members can receive training and compensation for caregiving. Stay tuned as we provide you with the resources and knowledge to better navigate the intricate waters of elder care, ensuring the best possible outcomes for you and your loved ones. KEY HIGHLIGHTS: Family leadership in navigating elder caregiving options The impact of financial planning on care quality The role of leadership in crisis moments Finding trustworthy support and vetted caregivers Challenges in rural care provision Utilizing long-term care insurance effectively Steering through complex insurance claims Essential traits of effective care leaders KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Ameribest: https://www.ameribesthomecare.com/  Bob’s LinkedIn: https://www.linkedin.com/in/rekane/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/  

Two things in life are sure: death and taxes. Those who know Wayne best might not actually be sure of which one he hates more (we’re only partly kidding). Which is why today’s episode is especially entertaining as we welcome Rodney Lambert, a seasoned CPA who has put up with Wayne as a client for over 15 years. Jokes aside, Rodney’s deep experience and appetite for complexity have made him a go-to expert for us where he now works with more than a few Vizionary clients. In today’s episode, we’ll be tackling complex topics like: Navigating the complexities of expat tax equalization Taking advantage of capital gain exclusions The strategic, multi-generational use of Roth conversions The ins and outs of deferred compensation plans And the impact of evolving tax policies on your financial planning Rodney shares invaluable insights from his vast professional journey, which includes roles in major firms and philanthropic organizations. We'll also discuss the importance of proactive tax management and how personalized services can provide significant value. Whether you're an expat, a contractor, or a high net worth individual, this episode is packed with actionable advice to help you optimize your tax strategy and protect your wealth. So, tune in and discover how to envision more for your financial future with Rodney Lambert on today's episode of the Envizion More Podcast. Let's get started! KEY HIGHLIGHTS: Managing tax implications for high-net-worth clients Strategies for handling deferred compensation wisely Preparing for future tax rate increases Utilization of Roth conversion strategies Impact of retirement income flexibility on tax brackets Lessons from Rodney's experience in legacy projects  Collaboration between financial planning and tax preparation  KEY LINKS: Envizion More: http://www.EnvizionMore.com  Vizionary Wealth: http://www.VizionaryWealth.com  Our Facebook: https://www.facebook.com/VIZIONARYWEALTH  Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/  Rodney’s LinkedIn: https://www.linkedin.com/in/rodney-lambert-87ab4314/  Disclosures: http://www.VizionaryWealth.com  Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/