Most people know they should have an emergency fund—but how much is enough, where should you keep it, and why does it matter so much? In this episode of Compound Growth, Wheeler and Colin dive deep into the psychology and strategy behind building an emergency reserve that actually works.

From high-yield savings accounts to the myths about tapping into retirement funds, they break down why liquidity matters, how to decide between 3, 6, or even 12 months of expenses, and the real math behind savings versus stock market returns. Along the way, they share stories, stats, and the often-overlooked psychological benefits of simply knowing you’re covered.

They also tackle the changing financial landscape—from the wild returns of the 1980s, to the rise of Robinhood and crypto, to why so many Americans still struggle to cover even a $400 emergency. The message is clear: before chasing the “next big thing,” it pays to lock in your financial foundation.

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 Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims

In this episode of Compound Growth, Wheeler and Colin welcome a familiar face who’s usually behind the scenes—Tori Rothwell. From coordinating client outreach and marketing to keeping the team running smoothly, Tori wears many hats. Today, she steps up to the mic to share her story, her perspective on money, and what drives her both personally and professionally.

The conversation starts with a wild insurance sales story before shifting into Tori’s upbringing, earliest money memories, and how her family taught her lessons about responsibility without ever making money the centerpiece of life. She reflects on saving habits, working from a young age, navigating college loans, and what it feels like to handle large financial transactions for clients after growing up with a very different perspective.

Tori also dives into the Gen Z outlook on money, work, and happiness—why experiences sometimes outweigh retirement savings, how she balances living in the present with preparing for the future, and why flexibility matters more to her generation than the traditional “white picket fence” life plan. It’s an honest, refreshing conversation that sheds light on a different way of thinking about financial growth.

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 Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims

In this new monthly recap series, Wheeler and Colin break down the biggest stories shaping markets, technology, and culture. August was packed with surprises — from Taylor Swift’s engagement shattering internet records to markets continuing their hot streak despite political noise and seasonal headwinds.

The hosts dive into what’s driving stock performance, including international markets outperforming, the Magnificent 7’s continued dominance, and why AI remains at the center of investor enthusiasm. They also unpack political influence on economic data and central bank independence, explaining how tariffs and leadership shake-ups are playing into the current investment landscape.

Beyond the markets, Wheeler and Colin explore the future of tech — from Apple’s AI gap to Google’s push for ecosystem dominance — and what shifting strategies mean for consumers and investors alike. This is the first of their monthly “What Just Happened?” wrap-ups, designed to give you a clear, engaging look at how news, markets, and culture intersect to shape growth.

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 Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims

Most of us have been told the same thing for years: “Always max out your retirement accounts.” But is that really the smartest move for everyone? In this episode of Compound Growth, Wheeler and Colin dig into the myths and realities of saving for retirement—exploring when conventional wisdom makes sense, and when it might not.

From 401(k)s and IRAs to Roth accounts and taxable brokerage accounts, the hosts break down how each fits into a financial plan. They explore the hidden costs of required minimum distributions, the power of employer matches, and how taxes can eat away at your nest egg if you don’t diversify where you save. Colin even shares his own decision-making process from last year, when he chose not to contribute to his 401(k)—and why it actually made sense for his family at the time.

Beyond the numbers, this episode touches on the importance of flexibility and choice in planning for the future. Wheeler and Colin show that personal finance isn’t about one-size-fits-all rules—it’s about asking questions, knowing your options, and building a strategy that works for your goals today and tomorrow.

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 Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims

In this episode of Compound Growth, Wheeler and Colin sit down with Dr. Malcolm Rosenson—physician, leader, husband, father of four, and proud grandfather. Born and raised in New Orleans, Malcolm shares stories of the city’s unique culture, from red beans and rice Mondays to costume closets, and how its vibrant spirit shaped his worldview.

The conversation explores Malcolm’s journey through medicine, from training in New Orleans to leading departments in New England. He opens up about the challenges and rewards of a medical career, the evolution of healthcare, and why the decision to pursue medicine must come from the heart, not just the head. His candid reflections shed light on physician burnout, rising student debt, and the administrative weight on today’s doctors.

Beyond his professional path, Malcolm offers timeless lessons on family, money, and legacy. He shares how he categorizes debt into “good, bad, and risk,” the importance of balancing what you have to buy, should buy, and want to buy, and why financial guidance across generations can strengthen families. This thoughtful, humorous, and inspiring conversation reminds us that true growth isn’t just about wealth—it’s about resilience, perspective, and passing on wisdom.

Find Malcom on LinkedIn: https://www.linkedin.com/in/malcolm-rosenson-ba85a635/

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 Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims

In this episode of Compound Growth, Wheeler and Colin dive into a wide-ranging conversation on how our views of money, work, and success have evolved over the decades. They begin with a lighthearted (and slightly chaotic) story about home construction gone awry—illustrating how coordination, communication, and planning are as critical in life as they are in building a house. From contractors and designers to clients and advisors, they draw parallels between home projects and navigating complex financial or life decisions.

The discussion then shifts to a deeper exploration of generational attitudes toward wealth. From the stability-focused 1970s, to the flashy status symbols of the 1990s, to today’s Gen Z and Millennial emphasis on freedom and experiences, the hosts unpack how cultural, economic, and technological shifts have reshaped financial aspirations. Along the way, they address the widening wealth gap, job market challenges, the romanticized view of entrepreneurship, and the role of social media in distorting expectations.

Finally, Wheeler and Colin debate whether wealth itself is inherently “bad” or whether systemic issues are to blame for growing economic discontent. They share personal insights on navigating the “K-shaped” economy, why traditional career paths may no longer be the safest bet, and how finding in-demand skills—whether in trades, corporate roles, or investments—can be a way forward. This thoughtful and candid episode blends humor, personal stories, and practical advice, leaving listeners with a clearer view of how to think about money, work, and success in today’s rapidly changing world.

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 Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims

In this episode of Compound Growth, Wheeler and Colin welcome Andree Mohr, President of Integrated Partners, for a wide-ranging conversation on leadership, independence in financial advice, and the evolving role of AI. From her Canadian upbringing on a family farm to leading one of the industry’s most respected RIAs, Andree shares how her background shaped her people-first approach to business—and why she believes perspective and community are essential to growth.

The conversation explores the advantages of independence in serving clients, the need to cut through industry jargon, and how technology can either erode or enhance the human connection. Andree offers candid insights into how AI, when used with intention, can free advisors to spend more time in their “unique ability” while delivering better, more personalized advice. She also addresses the responsibility she feels as a female leader in finance and the importance of modeling abundance for the next generation.

Packed with personal stories, leadership lessons, and a few laughs about mystery packages and overstocked seltzers, this episode will leave you thinking differently about advice, technology, and the relationships that shape our work. Whether you’re in finance, leadership, or simply navigating your own growth, Andree’s perspective is one you won’t want to miss.

Find Andree:
Integrated Partners: https://integrated-partners.com/bio-andree-peterson/
LinkedIn: https://www.linkedin.com/in/andree-peterson/

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 Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims

In this episode of Compound Growth, Colin and Wheeler dive into the emotional and financial toll of fraud, unpacking real-life stories from their personal lives and the people around them. From a $2,000 church gift card scam to a fake car dealership scheme, the co-hosts highlight how even the financially savvy can fall victim to increasingly sophisticated phishing attempts. The lesson? Simplicity and skepticism are powerful tools in today’s digital landscape.

As the conversation evolves, Colin and Wheeler explore the broader implications of financial decision-making—why simplifying isn’t always simple, and how adding convenience can paradoxically add complexity. They examine how we justify our spending habits, where our “want monsters” come from, and how personal values shape our financial priorities. From lawn care dilemmas to luxury watches, no topic is too mundane when viewed through the lens of intentional living.

Ultimately, this episode is about more than fraud or finances—it’s about learning to know yourself, understanding the mental baggage you carry, and being unapologetic in your choices. Whether it's prioritizing time with your kids, traveling the world, or buying the Lego set you never got as a child, the takeaway is clear: simple choices, rooted in self-awareness, compound into a meaningful life.

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 Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims