Meet Phil Pearlman, a former special education teacher with a trading background. He is now dedicated to helping people improve their health to boost their business and life results. In this conversation, he goes from explaining the current bird flu cycle and how it affects egg prices to a mindful parenting masterclass, and believe it or not, he ties it all back to health.

Irreverent, politically incorrect, and fun, Phil teaches with his own example how intentional habits and wise choices can transform a life for the better. Join us for the advice, stay for the laughs!

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Phil Pearlman on Twitter

Pearl Institute

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

Ashley Quamme's path in financial advice was not the most typical one, but there were some early signs, like the fact that she was born on “Tax Day” and used to offer counseling to her classmates in the lunch line. Later, she worked as a mental health therapist until she discovered a new way to use her skills: advising advisors. If we add that she is married to a CFA and is the daughter of a CPA, now it makes way more sense.

Let’s dive into Ashley’s journey and see how a psychological background and a lot of money conversations turned into a new way of financial advising.

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Ashley Quamme on LinkedIn

Beyond the Plan

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

What if the real reason people hire you has nothing to do with money?

In this conversation, keynote speaker Dennis Moseley-Williams shares how his background in anthropology shaped a completely different approach to financial advising and business building. He explains why clients crave fulfillment, connection, and transformation more than they care about financial metrics.

For Dennis, rejecting traditional business models, focusing on fairness, and creating memorable client experiences has helped him build a practice people want to be part of. He also shares why we are now living in a transformation economy, where doing work worth talking about matters more than any marketing funnel.

If you are ready to start creating real impact, tune in to hear how you can build something people seek out naturally.

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Dennis Moseley-Williams on LinkedIn

Moseley-Williams Strategic Consulting

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

John Stoj’s career took some unexpected turns—Wall Street trader, sushi entrepreneur, and reluctantly, a financial advisor. Along the way, he realized he loved helping people with money, just not in the way big firms do it.

This may just be the least straight-line journey we’ve gone through yet! Stay tuned as we get into John’s story, where he “kicked and screamed” his way into a rewarding career.

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John Stoj on LinkedIn

Verbatim Financial

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

In this episode, Mark and Jess talk to Sam Rook, a Canadian financial advisor who went from studying physical education to becoming a go-to expert in cross-border and founder of Bird’s Eye Wealth. How did that happen? A $10,000 investment, and an inspiring mentor who changed his path forever.

In this episode:

- Sam’s career switch from teaching to wealth management

- Why he left a big firm to start his own business

- What U.S. advisors must know about Canadian clients

- Why hiring outside the industry creates more impactful marketing

Sometimes, the best opportunities come when you take a risk. Listen now!

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Sam Rook on LinkedIn

Bird’s Eye Wealth Planners

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

Kathi Belasek shares her remarkable journey from flunking college, becoming a physical education teacher and then eventually, a grief expert. Kathi demonstrates how seemingly unrelated skills create a unique path for helping others navigate loss.

Key Takeaways:

• Grief is not a competition – "the only loss that matters is your loss"

• Focusing on emotions rather than comparing experiences creates connection

• How financial professionals can support grieving clients

Whether you're navigating personal grief or supporting someone through loss, this conversation offers practical wisdom for showing up when life gets messy.

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Kathi Balasek on LinkedIn

Kathi’s Website

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

Matt Zeigler’s journey shows the power of curiosity and adaptability in navigating one's career through uncertainties. From his unexpected pivots during the global financial crisis to initiating his podcast "Just Press Record," Matt emphasizes the importance of embracing chaos as a path to growth.

Key takeaways:

• Resilience during the global financial crisis

• Turning career challenges into opportunities

• The power of curiosity

• The value of non-traditional networking

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Matt Zeigler on LinkedIn

Sunpointe Investments

Cultish Creative

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

Matt Zeigler started out as a guitarist, hustling to make it in the music industry. Then, the dawn of the internet sent him along a different path, to financial services. He talks about how he was able to see his ADHD as a strength, and inspires listeners to embrace setbacks and not be afraid to pivot towards finding their passions.

Key Takeaways:

• Matt's transition from music to finance

• Happiness in the workplace as a catalyst for change

• Overcoming career setbacks and rejections

• Harnessing ADHD as a unique strength

• Lessons learned on resilience

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Matt Zeigler on LinkedIn

Sunpointe Investments

Cultish Creative

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth