Day in a Canoe

25/08/2023

How can you protect your privacy in the digital age?
Mykolas Rambus, data and technology leader and CEO and co-founder of Hush, a digital privacy platform, shares his insight into securing your personal information in our digitally driven world.
We hope you'll walk away with as many takeaways as we did!

In this episode, Nathan and Mykolas discuss protecting your personal data and privacy in an ever-increasing digital world. The existing cybersecurity landscape and the threats, scams, and modes of protection you need to be on the lookout for.

18/08/2023

Don’t fall into the trap of “I won’t be happy unless I get ____”. Putting conditions for your own happiness will only set you up for disappointment, discontentment, and unhappiness.

In this episode, Nathan and Vinay discuss: Being ready when opportunity unfolds The trap of setting conditions for your happiness Minimizing regrets in life Avoiding the burden of expectation Key … Continued

14/08/2023

"The purpose of money isn’t just to make more. The money that we earn allows us to leave the world a better place. Money enables us to leave a legacy that helps the world and gives back to others."
— Desirée Bombenon

Hear more from Desirée and Nathan in this amazing episode!

https://pulse.ly/5e6ps6nmcn

11/08/2023

Connection is powerful. When you take the time to be present in the moment and connect with people, you’ll be able to see impact. https://pulse.ly/9whu2ywo8k

https://pulse.ly/5y96wfnrs7

In this episode, Nathan and Dan discuss: Key Takeaways: “I not only had people that gave me opportunities, but I also had people that gave me time, knowledge, and advice. … Continued

08/08/2023

Travel is often an important priority for many of our clients, friends, and family. We all know travel can make life richer, but you don't have to spend all your riches to incorporate it into your lifestyle! Here are a few of our top tips to become a savvy traveler in 2023:

Here are a few of our top tips to become a savvy traveler in 2023:

A stunning 49% of Americans plan to travel more in 2023, and prices are reflecting that increased demand.

07/08/2023

One out of seventeen Americans have had their identity stolen and one out of four Americans are harassed, stalked, or otherwise intimidated online at some point in their life. Taking the time to run a diagnostic on your individual and family’s online presence is a best practice to stay safe.

How do you stay safe and alert in our highly-digital world? Take a listen to this insightful episode!

https://pulse.ly/iy7rdghw55

04/08/2023

One’s childhood is pivotal; it has the potential to determine how a person’s growth journey will unfold. It is a time when people may meet a teacher, a coach, or a mentor that ignites that spark for them to go on to do great things.

Learn more about the power of mentorship and purpose from Desiree Bombenon:

In this episode, Nathan and Desirée discuss: How mentorship at an early age can unlock young people's potential.

28/07/2023

“Perfection is not attainable. But if we chase perfection we can catch excellence.” —Vince Lombardi

26/07/2023

In any family, you can map out and predict milestones that can be successfully navigated so the family is preserved – not just the wealth, but the love and relationships. Take a listen to this great conversation on the Day in a Canoe podcast with Alison Marckstadt:

In this episode, Nathan and Alison discuss: The importance of constructive communication within families Why inheritors need to understand family decisions The differences between a single-family and multi-family office The … Continued

24/07/2023

Improve your team culture and collective achievement. Hear from Ian Muir on how he's accomplished this with his teams, while building trust, resiliency, and growth. https://pulse.ly/q7ash3t37u

14/07/2023

“Don’t let yesterday take up too much of today.” — Will Rogers

10/07/2023

In any family, you can map out and predict milestones that can be successfully navigated so the family is preserved – not just the wealth, but the love and relationships.

Hear more from Michael Cole in this amazing interview with Nathan Merserau on the podcast: https://pulse.ly/9iob3r5zj5

03/07/2023

“Stay away from those people who try to disparage your ambitions. Small minds will always do that, but great minds will give you a feeling that you can become great too.” — Mark Twain

28/06/2023

"Success isn’t about doing great things but being the best you can be each day."
— Bob Krause

https://pulse.ly/3w0ojfa76f

27/06/2023

"The purpose of money isn’t just to make more. The money that we earn allows us to leave the world a better place. Money enables us to leave a legacy that helps the world and gives back to others." Desirée Bombenon is a bold innovator, futurist, and purpose-driven leader. She and Nathan Merserau had a great conversation on the Day in a Canoe podcast! Take a listen:

In this episode, Nathan and Desirée discuss: How mentorship at an early age can unlock young people's potential.

23/06/2023

"Going on adventures can mean taking risks and pursuing a path less traveled. Incorporate this mindset in your business to have a fulfilling journey towards success." https://pulse.ly/o93nj4viw2

21/06/2023

“The wealth stewardship concept says that if you can, make wealth a family experience, and train the next generation to be great wealth stewards and understand that they don’t have to start from zero. Train them to be good wealth stewards so that they can grow it, incrementally build it, and pass it along to the next generation.” — Michael Cole

https://pulse.ly/nzk1yqlq2g

18/06/2023

Cheers to all the amazing dads out there! May you have a great Father's Day!

What's something your father taught you that will stick with you forever?

14/06/2023

"AI isn’t doomed to manipulate our lives and limit our ability to think for ourselves. Instead of merely pushing trends you don’t want, AI has the potential to give you the resources that you need in order to live a better quality of life."
— Tyson McDowell

https://pulse.ly/vclnzlkenp

08/06/2023

Expand your dream capacity! How are you dreaming big this year?

Huge thanks to Karen for sharing insights on the Day in a Canoe podcast!

https://pulse.ly/g7n3h71dbq

07/06/2023

Effective leadership doesn't happen by accident; it happens with intention and consistent action. This week's podcast interview is with the amazing Ian Muir who shares insights on building trust with your team and growing leadership intentionally. Take a listen!

In this episode, Nathan and Ian discuss: Discovering essential qualities of effective leadership in any economic climate. Identifying your...

29/05/2023

Today, and each day, we remember the sacrifice of those who gave it all.

22/05/2023

How do you incorporate perseverance and learning for success? Rod Meloni shares his insights on the podcast! Download and listen! 🎧
https://pulse.ly/weewhk6knm

08/05/2023

Onward to more adventures! Hear from our friend Cyrus Sigari on incorporating more adventure into your life and business!

https://pulse.ly/aa09dkeyum

26/04/2023

A Day In A Canoe with Daniel Russell, Sr.: The Power of Connection

Daniel is the Vice President of national corporate sales at Trion Solutions. He is also an internationally recognized public speaker, motivator, and influencer. Dan has several years of experience in banking and finance and is involved in many charitable causes.

Listen in on this podcast episode with Daniel Russell, Sr.:
https://pulse.ly/ihl0pz2msg

Create the life you want, one filled with wealth, wisdom, meaning, and purpose. Welcome to the Day in a Canoe podcast.

18/04/2023

“I not only had people that gave me opportunities, but I also had people that gave me time, knowledge, and advice. To look back, those gems added up over the years. Keep gathering those gems, as you grow older, you recognize the responsibility to give those gems back to others.”

-Daniel Russell, Sr., Vice President, national corporate sales, Trion Solutions.

Listen to our podcast episode with Daniel Russell, Sr. here:
https://pulse.ly/9pkg3me3b3

Create the life you want, one filled with wealth, wisdom, meaning, and purpose. Welcome to the Day in a Canoe podcast.

11/04/2023

A Day In A Canoe with Daniel Russell, Sr.: The Power of Connection

As you grow in your career, make it your responsibility to help people outside of your own bubble. Success and progress give you the opportunity to support others.

Check out the full podcast episode with Daniel Russell, Sr. here:
https://pulse.ly/e6amj1kv8q

Create the life you want, one filled with wealth, wisdom, meaning, and purpose. Welcome to the Day in a Canoe podcast.

06/04/2023

A Day In A Canoe with Daniel Russell, Sr.: The Power of Connection

Connection is powerful. When you take the time to be present in the moment and connect with people, you’ll be able to see impact.

Check out the full podcast episode with Daniel Russell, Sr. here:
https://pulse.ly/se8e1nb6w0

Create the life you want, one filled with wealth, wisdom, meaning, and purpose. Welcome to the Day in a Canoe podcast.

04/04/2023

The silver lining of the decline in stock and bond prices in 2022 is that the longer-term outlook for both asset classes looks more attractive than it has in the past several years.

Read this article to learn why:
https://pulse.ly/iyodjfht2q

Do you have questions for us? Planning Alternatives is here to help you with your financial future.

Call us toll-free at 800-645-1710.

03/04/2023

"Life is all about going on meaningful adventures with the people you enjoy spending time with. Going on adventures can mean taking risks and pursuing a path less traveled. Incorporate this mindset in your business to have a fulfilling journey towards success."

Hear more from Cyrus Sigari in this insightful conversation on the Day in a Canoe podcast, hosted by Nathan Mersereau:

In this episode, Nathan and Cyrus discuss: Key Takeaways: “Go on meaningful adventures… and do it with people you enjoy spending time with.” —  Cyrus Sigari About Cyrus Sigari: Sigari … Continued

30/03/2023

Planning Alternatives helps to align your professional team.

Coordination is key to progress. We collaborate with your professional team to ensure that everyone walks in lockstep to achieve your objectives based on your individually tailored financial plan.

Is it time to align your team? Call us toll-free at 800-645-1710.

28/03/2023

As an executive, are your personal finances aligned with your goals?

Planning Alternatives helps with coordinating the implementation of financial strategies with all members of your professional team.

Learn more about financial planning for executives on our website:
https://pulse.ly/nhsiwx825h

Call us toll-free to schedule your first financial planning session at 800-645-1710.

27/03/2023

The Planning Alternatives team is here to assist you with planning your financial future.

Meet Robert LaBarbera, Associate Advisor. As an Associate Advisor, Rob assists the wealth advisors within our firm to create and maintain personalized financial plans for our clients.

Learn more about Robert and the Planning Alternatives team here:
https://pulse.ly/uqipgw6geu

22/03/2023

Speed isn’t always good. It’s better to be right than first. However, if you want to be the best, then strive to be right and be first.

Listen in on this podcast episode:
https://pulse.ly/qahy7k8mlw

Create the life you want, one filled with wealth, wisdom, meaning, and purpose. Welcome to the Day in a Canoe podcast.

21/03/2023

What is the Planning Alternatives investing approach?

We construct portfolios based on your unique circumstances and use investments that work best for you, not us.

Read more about how we can assist you on our website:
https://pulse.ly/m3q7pchnjh

Let us help you get started! To schedule your appointment, call us toll-free at 800-645-1710.

20/03/2023

Are you curious about performance, stocks, and bonds? Take a look at our Q1 Investment Commentary.

Read the full journal on the Planning Alternatives website:
https://pulse.ly/f324h296yf

Contact us today to begin your financial planning journey, for you and the ones you love.

Call us toll-free at 800-645-1710

16/03/2023

Learn more about Portfolio Solutions at Planning Alternatives!

With a commitment to objectivity, transparency, and risk management, we build globally diversified, multi-asset portfolios that align with your financial plan.

Ready to step into your best life? Call us toll-free at 800-645-1710.

15/03/2023

“You have to have perseverance, even if things start to go south on you, or you’re not finding what you’re looking for, you keep looking, you keep pressing, you keep going…” -Rod Meloni

Check out the full podcast episode with Rod Meloni here:
https://pulse.ly/ks5k8a1ml6

Create the life you want, one filled with wealth, wisdom, meaning, and purpose. Welcome to the Day in a Canoe podcast.

14/03/2023

What does financial independence mean to you?

Planning Alternatives is here to discuss how you can achieve financial independence and all of the questions you encounter on your journey.

Learn more on our website here:
https://pulse.ly/dzpats5vg0

Call us toll-free at 800-645-1710 and we will be happy to answer your questions.

13/03/2023

We have an amazing team here for you at Planning Alternatives!

Meet Christopher Hylen, MBA, CFP®️ Senior Wealth Advisor. Chris works with clients to craft personal financial plans. He endeavors to help reduce the complexity of their financial lives.

Read more about Chris and our incredible team here:
https://pulse.ly/8g1ep7riz5