Most people think of an IPO as a news event. A company goes public, the ticker starts flashing, and you decide whether to buy in or not. But what's coming in the next 12 to 18 months isn't just a news event — it could be one of the most consequential reshufflings of capital in stock market history.

Wheeler and Colin use the story of Uber's IPO as a starting point: a company that was visionary, polarizing, massively hyped, and still managed to underperform the S&P 500 by nearly 20 points over six years. From there, they build the case for why the pending IPOs of SpaceX, Anthropic, and OpenAI are categorically different in scale — and why the ripple effects will reach people who never buy a single share.

The conversation covers how IPOs actually work, what history says about which ones survive and which collapse, why passive investors are going to own SpaceX whether they want to or not, and what happens to a market when three companies worth a combined $3 to $4 trillion try to enter it simultaneously. Colin also walks through the tax and strategy considerations for people sitting on locked-up private equity — and why borrowing against appreciated stock is often smarter than selling it.

This is an episode about preparation over prediction. The IPO wave is coming. The question is whether you understand what it means before it arrives.

Follow Us:

• Instagram: https://www.instagram.com/compoundgrowthpod
• YouTube: https://www.youtube.com/@CompoundGrowthPodcast
• TikTok: http://www.tiktok.com/@compoundgrowthpod
• Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
• Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/

Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell

Ben Anderson didn't set out to build a community venue. He set out to buy a house near the seacoast and do more of the work he'd been doing his entire career — connecting people through music and live events. The Word Barn, located in Exeter, New Hampshire, happened almost by accident: a band needed a place to play, all the other venues were booked, and the energy that night made it clear something real was possible in a small, intimate space.

Thirteen years later, The Word Barn hosts over 115 events a year — concerts, poetry readings, theater camp, owl encounters, farm-to-table dinners, and more. It's become one of the most beloved gathering spaces on the seacoast, and the way it got there is a story worth paying attention to.

Ben joins Wheeler and Colin to talk about the organic, non-linear path from idea to full-time business, why slow growth often produces more durable results than a fast launch, what the difference between a scene and a community actually means in practice, and how a venue built around the arts quietly turned into a model for intentional entrepreneurship. Cofi Advisors is a proud sponsor of The Word Barn.

Check out the Word Barn here: https://www.thewordbarn.com/

Follow Us:

• Instagram: https://www.instagram.com/compoundgrowthpod
• YouTube: https://www.youtube.com/@CompoundGrowthPodcast
• TikTok: http://www.tiktok.com/@compoundgrowthpod
• Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
• Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/

Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell

Most people spend more time comparing cars than they do evaluating their financial advisor. Wheeler and Colin dig into one of the most important — and most avoided — conversations in personal finance: how to know when the advisory relationship you're in isn't working, what it actually costs you to stay, and what to look for when you're ready to make a move.

They cover the difference between a fiduciary and a non-fiduciary advisor, how fee structures affect incentives, the real questions to ask when shopping for someone new, and the green flags that signal a genuinely good fit. They also make the case that switching advisors isn't disloyalty — it's financial self-advocacy. And yes, there's a fireplace analogy.

Whether you're actively unhappy with your current advisor, quietly unsure, or just starting out and trying to get it right the first time, this episode gives you the framework to evaluate the relationship honestly — and the language to act on it.

Follow Us:

• Instagram: https://www.instagram.com/compoundgrowthpod
• YouTube: https://www.youtube.com/@CompoundGrowthPodcast
• TikTok: http://www.tiktok.com/@compoundgrowthpod
• Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
• Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/

Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell