Experiences–especially travel–are one of the greatest investments families can make. Whether you’re bonding through fun or scheduling time away to reflect, experiences can become core memories when we are intentional. In today’s episode, we sit down with certified travel agent Jennifer Hancock of Magical Moments Vacations. Her specialization: creat…

“25% of the population are Baby Boomers, ranging from 60 to 80+. How prepared are we for the wave of caregiving that’s just beginning?” Caregiving is a complex (and sensitive) topic for many families. Clients and members of our team find themselves navigating it presently as parents experience the challenges of aging. What do our aging relatives wa…

Two things in life are sure: death and taxes. Those who know Wayne best might not actually be sure of which one he hates more (we’re only partly kidding). Which is why today’s episode is especially entertaining as we welcome Rodney Lambert, a seasoned CPA who has put up with Wayne as a client for over 15 years. Jokes aside, Rodney’s deep experience…

Not all entrepreneurs run businesses. Today, we sit down with foster mom Jamie Finn who has found herself at the helm of a large-scale movement: Foster the Family. What began with one foster family’s “yes” has turned into a national network of support and resources, equipping foster families for their critical work. In this episode, we dig into the…

In the past few weeks, our community has been hit with the extremes of life. Both in our personal lives and in the world at large, we have seen lives cut short unexpectedly. It drives home the sobering truth: no one is entitled to tomorrow. Today, we take time to reflect on this reality and how it should inform the way we live. From relationships t…

“Medicare essentially throws a 130-page book at you and says good luck.” Around this time last year, we hosted a virtual Medicare workshop with Jason L’Hommedieu of Nexus Insurance Advisors–one of our top events for the year. Medicare is a decision that catches many people off guard. It’s a complex topic, and unfortunately, one fraught with pitfall…

Every successful person had an early role model who helped them believe that more was possible. Today, we are sitting down with a person who met Wayne and Mae in their 20s and radically changed the course of their lives. He was the first one to challenge them to Envizion More. The conversation revisits the pivotal stories of Brad’s influence in Wag…

“We don’t talk enough about how trauma can actively drive success. We also don’t talk about how that trauma can explode our success if not dealt with.” – Nate Wagner Today’s conversation is a vulnerable one–but one that high achievers deeply need to hear. Today’s returning guest is Nate Wagner, a pastor, counselor, and rehabilitator of burned-out l…

"How can I accelerate the success everyone else assumes should be slower? A commitment to excellence." In this episode, host Wayne Wagner is joined by Spencer Morgan, an accidental entrepreneur who's built a successful portfolio in the home services industry. Spencer shares his journey from door-to-door pest control sales to becoming a millionaire …

Work in financial planning long enough, and you will meet a wide variety of people. Two clients have embodied a life-long commitment to philanthropy: Steven Averbuch and Rachel Rivest. Their paths crossed 20 years ago through Wayne’s work in the pharma space, and their relationship has grown over the years. Today, Wayne welcomes them to the show to…

The pharma and biotech industry is one of the most complex to work in. Navigating regulations, boom-or-bust start-up companies, and complex compensation can make it hard to predict how your career will progress. Today, we have the honor of interviewing Sherri Kemp of Kemps Connections. She is approaching 20 years of executive recruiting, helping hi…

“Leadership has greater complexity now than ever before. There are heavier expectations on leaders, but also heightened suspicion–and yet they’re expected to lead confidently.” Nate Wagner is a veteran in the Christian ministry and counseling space, and as of recently, he’s leaned into a much-needed specialty: revitalizing weary leaders. As we expl…

“Every father should remember that one day his son will follow his example instead of his advice." – Charles F. Kettering Today’s discussion is a unique one. Wayne and Trent are joined by Paul Spuler, who would normally be introduced as a corporate savant. In his career, he’s built a reputation for transforming companies, having overseen teams as l…

“My number one goal was to give him the message: you have what it takes. Take the risk.” – Gail Hyatt Michael and Gail Hyatt have one of the most impressive track records of anyone we know–but their core mission is what we find most compelling. Michael is a prolific NYT best-selling author, creator of the Full Focus Planner, and a coach to top coac…

“This is the clearest we’ve ever felt on what we feel called to do as a family.” – Chris Smith In today’s episode, we sit down with Chris and Melissa Smith, the innovative founders of Family Brand. Like many of us, their story began with their definitions of success in family and career pulling against each other. It uncovered gaps in their identit…

If you want your prosperity to last, become an expert at introspection. Today’s conversation with leadership coach Trent Booth digs into the hard reality of how even the most successful leaders can sabotage their own achievements if they’re not committed to self-awareness. Join us as we go deep into topics like unresolved trauma, self-sabotage, and…

“I want every single person to say, ‘Man, that business has been such a blessing to our family.’” Many of us can name a few people who have been phenomenally successful in terms of money, but that success hasn’t translated to the other parts of their lives. It’s a common story–in the pursuit of success, we miss out on significance. Shawn Sparks joi…

“I realized I need some way to help people understand their money story–how do we become healthier in our relationship with money?” We welcome the dynamic Cindy Morgan-Jaffe, an acclaimed author, counselor, and coach with a particular focus on our emotional connections to money. Her experience helps peel back the layers of our financial mindsets an…

“We realized we had to take control of our own destiny. You have to sort through the pieces and build something for yourself.” We are joined today by advisor and entrepreneur Brent O’Mara. He is a financial advisor overseeing several hundred million dollars in AUM as well as a cofounder at the advisor led WealthPlan Group, an RIA representing over …

“When it comes to parenting, I like to judge my ability to throw a spiral based on their ability to catch it.” It’s one thing to become successful. It’s another thing to raise up your kids to their own success. In many cases, the second one seems even harder. Today, we have the chance to interview a 3rd generation entrepreneur in the early days of …

“I like to redefine altruism as being wildly sold out to the success of others.” It’s tempting for financial advisors to view their clients’ lives as a number. The whole process tends to revolve around the question, “How much do you need to retire?” To retire to what? What’s the purpose of having “enough” if you don’t know YOUR purpose? And what if…

When we talk about “Envizioning More”, it’s not just for ourselves. Our kids a key part of our dreams for the future. Today, we talk with a VERY special guest about how two generations can join together and steward a vision together. Cierra “CJ” Wagner is the oldest of the Wagner kids, and she joins us in a pivotal season of life. She is a few shor…

At just 19 years old, Bryce Wagner has experienced more transformation than most seasoned leaders. Instead of college, he chose the entrepreneurial route and now oversees a franchise business nearing $1M in annual revenue. He’s transformed his health, losing 150lbs and building muscle mass. He’s embracing mentors and reading 50+ books a year. How d…

Today’s drop is especially for entrepreneurs and those who lead others. Our guest Brad Johnson is one of the founders of Triad Partners, an FMO changing the industry through the power of exceptional culture. Brad joins to share his experience as a new generation of entrepreneurs pursues industry-best results–without sacrificing a meaningful life al…

Success always requires sacrifice. The key to lasting success is being mindful of what’s being sacrificed. In today’s episode, Wayne is joined by his wife Mae to explore how you can pursue ambitious goals without them pulling your family apart. In this vulnerable conversation, Wayne & Mae share: Mistakes: Moments when ambition had consequences in t…

“Very rarely do you get to walk the entrepreneurial journey with your mentors. That’s one of the biggest privileges of having mentors as partners. My dream is to do the same thing with my kids.” In this episode, we sit down with Justice Volz, managing partner of Liberty Entertainment, who shares his remarkable entrepreneurial quest as a young manag…

“We all are committed to becoming the best version of ourselves, or at least a better version than we were yesterday. That’s our shared commitment to each other.” You may have heard that the second generation loses 70% of its wealth and 90% by the third. Why does this happen to financially successful families? Multi-generational wealth isn’t just a…

“When you go into your first big prospect meeting, and you just get punched in the face, Ward was the guy in that meeting with me. He was the one who literally wiped my tears, dusted off my face, smacked me on the proverbial butt and told me, “Don’t worry, I’ll see you in the office tomorrow. We’ve got more work to do.” Every successful leader has …

Welcome to the inaugural episode of the Envizion More Podcast. I’m uniquely excited to finally share what we’ve been working on in secret for the last 6 months. Today’s conversation will help give you a taste of the conversations we’ve been capturing and what’s to come. I’m joined by my good friend Trent Booth, CEO of Veritas Leadership. He’s my pr…