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Episodes

The Surprising Truth About Retirement Worries Even Wealthy People Can’t Escape

The podcast covers the book ‘Untangling the Golden Knot’ which addresses retirement worries and life questions. It explores the purpose of the book, retirement worries, defining an ideal life, and navigating life and financial questions. Retirement worries are common regardless of wealth The book is designed to help readers navigate life and financial questions Purchase the book – Untangling the Golden Knot
Untangling the Golden Knot
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Welcome to the Great Path Podcast

The Great Path podcast aims to explore the intersection of life, purpose, and financial decisions. It emphasizes a people-centric approach and uses the acronym P-A-T-H to guide discussions around people, activities, things, and health. The goal is to help individuals align their financial decisions with what is most important to them, leading to a more fulfilling life. Takeaways: People-centric approach Aligning financial decisions with life’s priorities Purchase the book – Untangling the Golden Knot
Untangling the Golden Knot
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Navigating Accelerated Succession When Cancer Forces An Early Retirement with KayDee Cole

Succession planning is rarely easy, but when life circumstances accelerate the timeline, it requires courage, clarity, and deep trust in your team. This episode explores how to manage an ownership and client transition with empathy, structure, and transparency.
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A key part of converting a contact or prospect into a client is an advisor’s ability to explain what they offer and to show how they’re the right person to solve their pain points. This episode explores how leading with empathy, asking the right questions, and storytelling can help financial advisors turn curiosity into

We talk with tech founder & investor Suleman “Suli” Ali (@sulemanali) about his journey from making $76k a year at Microsoft to selling multiple companies for $100,000,000+. Highlights: Meeting Naval (19:00) getting grilled by Keith Rabois (22:00), & risking his life savings on TinyCo (57:00)

Succession planning is rarely easy, but when life circumstances accelerate the timeline, it requires courage, clarity, and deep trust in your team. This episode explores how to manage an ownership and client transition with empathy, structure, and transparency.