Advertise on podcast: Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

We sit down with Ziad Ahmed, Head of Next Gen at United Talent Agency and Founder of JUV Consulting, the Gen Z marketing consultancy he built at 16 and grew into a trusted partner for more than 20 Fortune 500 companies before its acquisition by UTA. We explore what traditional institutions get wrong about Gen Z, why real conversation, not more research, is the path past generational assumptions, and how a generation shaped by inequality, comparison, and a global pandemic is rewriting its relationship to work, money, and what a meaningful life actually looks like.   KEY TAKEAWAYS 00:00 Introduction. 02:15 Executives rarely speak with Gen Z as equals; most conversations happen through a lens of hierarchy, not partnership. 03:44 Bridging the generational gap starts with unlearning outdated assumptions about status, hierarchy, and credentialing. 06:12 Across generations, most people share the same overwhelm; what differs is what triggers it and how often. 09:00 Ziad founded JUV Consulting at 16, sold it at 25, and now leads Next Gen at United Talent Agency. 10:00 Income inequality is at a modern high, fueling a shared, cross-generational sense that the world feels unequal. 11:11 Constant social comparison online is reshaping Gen Z's approach to dating, careers, and long-term commitment. 12:23 The pandemic forced a moment of recalibration, pushing many to question the paths they'd been given. 14:40 More of Gen Z is asking whether the goal is wealth, impact, alignment, or simply a joyful life. 15:04 Economic uncertainty is driving polarized spending habits, with the same person swinging between austerity and indulgence. 17:11 Ziad's hope is a less zero-sum world, with Gen Z helping model what shared, mutual progress looks like. Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   RESOURCES MENTIONED Planning Alternatives Wealth Assessment United Talent Agency   #GenZ #FutureOfWork #GenerationalShifts

Scientists. Mobsters. Double agents. Retirees. Volunteer pilots. A Boy Scout. That's not a movie pitch — it's the actual cast of characters that New York Times bestselling author and documentary filmmaker uncovered. Sara Vladic returns to discuss "The Dangerous Shore" and the hidden fight to defend America's coastline in World War II.   KEY TAKEAWAYS 00:00 Introduction: Sara Vladic returns to discuss her acclaimed work on the USS Indianapolis and her new book, "The Dangerous Shore." 04:58 Sara recaps the USS Indianapolis story: a flagship sunk in 12 minutes, followed by days adrift at sea. 07:40 The cover-up of a German submarine attack three miles off the coast of Maine. 08:37 Roughly 660 ships were sunk off American coastlines during World War II, largely unknown to the public. 09:00 With able-bodied men overseas, women, minorities, and the young and old stepped up to defend the coastline. 10:48 Notorious mobsters worked secretly with Naval Intelligence to protect New York's wartime shipping industry. 13:05 Civilian pilots strapped homemade bombs to small planes to patrol for German U-boats along the coast. 14:32 Engineer Joe Desch built the American "Bombe," a machine that helped break German U-boat codes. 15:59 Sara reflects on how ordinary people's small actions shaped the outcome of a global war. 17:50 Sara's advice for today: sit down, listen, and have real conversations with people who see things differently.   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   RESOURCES MENTIONED Planning Alternatives Wealth Assessment  https://www.planningalt.com  "The Dangerous Shore" by Sara Vladic  https://www.saravladic.com/the-dangerous-shore  "Indianapolis" by Lynn Vincent and Sara Vladic  https://www.simonandschuster.com/books/Indianapolis/Lynn-Vincent/9781501135958  Documentary: "USS Indianapolis: The Legacy"  https://www.saravladic.com/documentary    #WWIIHistory #HiddenHistory #Storytelling

Amani Olu, Founder and Curatorial Director of Season Fair, and Founder and Lead Strategist of Olu & Company, joins us to explore what it takes to build a creative economy from the ground up. Amani shares the journey from his days as an art publicist in New York to founding Detroit Art Week and Season Fair, an annual contemporary art fair at Michigan Central that's changing what a fair can look like for artists, galleries, and collectors. Key Takeaways: 00:00 Introduction.  03:10 Art publicity teaches you to understand a business before you can promote it. 04:47 Detroit Art Week shifts the city's narrative by putting the art scene front and center.  05:30 Visibility without a market leaves artists moving away and galleries closing. 06:35 Season Fair launches at Michigan Central, built around connecting collectors to artists directly.  10:15 Detroit has a creative surplus, Season Fair is designed to build the demand side.  11:57 Traditional art fairs cost galleries $30,000 or more just to participate.  13:12 The Dallas Art Fair takes 15 years to become a legitimate international destination.  14:10 Young artists need serious craft practice before opportunities can truly convert.  16:05 Social media lowers the gatekeeping barriers that once made grad school essential.  18:35 Save for taxes, plan for the down cycles, and focus on staying in the game. Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   Resources Mentioned: Season Fair https://season-fair.com Olu & Company https://olucompany.com Michigan Central https://michigancentral.com Planning Alternatives Wealth Assessment https://www.planningalt.com   #Entrepreneurship #TrueWealth #CreativeEconomy

We sit down with Devlin Fenton, CEO of Arch Engineers, to explore career pivots, confidence through fear, communication, and resilience after loss. Devlin shares what it took to leave trucking and technology behind for a completely different industry, and how he's approached leading a growing engineering company through the uncertainty that comes with it. Devlin talks through the mindset shifts that made that hard pivot work, before landing on a deeply personal reflection on loss and what it's taught him about resilience. KEY TAKEAWAYS 00:00 Introduction and the challenge of aligning people, technology, and culture inside a growing organization. 02:54 Devlin describes leaving trucking and technology to lead a structural engineering company. 05:02 Fear is a constant in startup life; confidence and certainty are the tools he leans on. 06:16 Devlin reframes the old 'No Fear' brand into 'Know Fear,' facing fear, not denying it. 08:50 Over-planning rarely survives first contact; instinct matters as much as analysis. 09:38 The pivot to engineering was driven by market sentiment, not just financial modeling. 11:20 Real communication starts with recognizing that shared language doesn't guarantee shared meaning. 12:08 Dropping expectations in favor of clearly papered agreements with his team. 14:50 Losing his mother this year reshaped how Devlin thinks about resilience and preparedness. 18:21 Advice to a 20-year-old self: build a foundation, then get after it despite doubt. Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. RESOURCES MENTIONED Planning Alternatives Wealth Assessment https://planningalt.com/ Arch Engineers Website https://archengineers.com/    #Leadership #CareerPivot #Resilience

We sit down with Dr. Reggie Sehgal, Owner and Doctor of Chiropractic of HealthSource® – America's Chiropractor, to explore what an integrated approach to health and human performance looks like across a lifetime. Reggie has been practicing for 27 years, beginning with a hockey injury at 15 that set him on the path to chiropractic care and eventually to opening his own practice. We discuss the emotional and physical reality of chronic pain, why 80% of Americans will experience back pain but only 12% seek chiropractic care, and what it actually means to move from crisis to wellness. We also explore discipline as the foundation of health at every life stage, the role of movement, meditation, and nutrition in sustaining quality of life, and what it costs — financially and personally — to trade health for productivity over the long run.   KEY TAKEAWAYS   00:00 Introduction. 02:17 Reggie's origin story: a hockey injury at 15, chiropractic care as a teenager, and the path from University of Windsor to chiropractic school in St. Louis to opening his own practice. 03:44 The emotional reality of pain: why patients feel their pain is unique, why healing takes longer than people expect, and why the doctor-patient relationship in chiropractic care is as much psychological as physical. 04:45 The wellness gap: 80% of Americans will experience back pain, but only 12% seek chiropractic care — and what that says about how we're currently managing pain. 05:54 Why people don't take action until pain stops them from doing something they love, and what that moment of loss reveals about how we've been overriding our body's signals. 07:21 True wealth and health: why saving money at the expense of physical wellbeing often means spending it all on recovery later, and how the practice helps patients move from crisis to sustained wellness. 09:42 Wellness at every life stage: the disciplines Dr. Reggie instills in his own children, why nutrition and movement matter from an early age, and how the aging process changes what the body needs. 11:46 What to prioritize in the 60s, 70s, and beyond: mental health, movement, and the emerging role of peptides and amino acids in supporting natural recovery. 13:40 The power of simple movement: Tai Chi, walking, and why even wheelchair-bound patients can benefit from intentional movement, and why cognitive behavioral approaches matter for elderly patients. 15:27 The discipline lesson: why the only difference between successful and unsuccessful people is their discipline, and how morning routines, meditation, and continuous learning compound over time. Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. RESOURCES MENTIONED Planning Alternatives Wealth Assessment: www.planningalt.com "The Miracle Morning" by Hal Elrod https://miraclemorning.com/ "The Body Keeps the Score" by Bessel van der Kolk https://www.besselvanderkolk.com/resources/the-body-keeps-the-score #PersonalGrowth #HealthAndWealth #WellnessLeadership

Steve Divitkos, Founder of Mineola Search Partners, joins us to explore a corner of entrepreneurship most people have never encountered: search funds and entrepreneurship through acquisition. Steve spent two years searching for a company, acquired a 20-year-old software business at 27, grew and professionalized it over seven years, and exited to a strategic acquirer — before becoming an investor in the next generation of search fund entrepreneurs. We discuss the looming succession crisis facing small businesses across North America, why focus beats diversification in building exit value, what culture actually means once you're inside a company, and what it truly costs to build something of your own. KEY TAKEAWAYS 00:00 Introduction. 01:49 What a search fund is and how the model works. 03:19 Why small businesses often fall into a succession gap and what that means for their futures. 07:00 The "silver tsunami": why fewer than 10% of small businesses have formalized succession plans. 08:23 What sellers actually care about beyond the deal. 10:09 Why culture can't be assessed from the outside. 12:35 How narrowing focus and building a leadership team drove the value of Steve's exit. 15:07 The personal side of the entrepreneurial journey and the four pillars of support every entrepreneur needs. 17:32 A clear-eyed case for entrepreneurship and why it's still worth it. Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations.   If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment.   Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   RESOURCES MENTIONED   Planning Alternatives Wealth Assessment:  https://www.planningalt.com/    Mineola Search Partners: https://mineolasearchpartners.com/   #Entrepreneurship #SmallBusiness #SuccessionPlanning

Lindsay Linton Buk, author, photographer, and founder of Linton Productions, joins us to share the decade-long story behind "Women Shaping the West," a documentary portrait and interview project that grew into a museum exhibition, a podcast, and a book released in March 2026. Lindsay reflects on what she learned about surrender, identity, and creativity across 25 stories of Wyoming women, and why the same philosophy that carried the project now shapes how she thinks about wealth, motherhood, and what comes next. We explore how Lindsay is navigating a business pivot in her 40s, what it means to build products that outlast a service-based model, and how Wyoming's history of women stepping forward, simply because space existed for them to do so, still carries a quiet lesson today. KEY TAKEAWAYS 00:00 Introduction.  01:47 Why Wyoming's official motto, Equal Rights, shaped Lindsay's storytelling lens.  04:25 How returning from New York and feeling disconnected from the state sparked the idea for "Women Shaping the West".  09:48 Why she chose medium format film and what that decision cost — financially and creatively.  12:09 How reaching 34 weeks pregnant at the exhibit opening forced a reckoning with pace and identity.  14:48 Why surrender isn't resignation, and what it actually looks like to consciously do less.  16:30 How dreaming can be an active space, even during the years when production isn't possible.  18:22 Why the book took until 2026 to publish, and how letting go made it possible.  20:15 How becoming a mom revealed the ceiling of a service-based business model.  20:42 What entering her 40s clarified about the kind of wealth and creative work Lindsay wants to build.   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. RESOURCES MENTIONED Linton Productions: https://www.lintonproductions.com/ Women Shaping the West (book): https://www.shapingthewest.com/ Wyoming Women's Foundation:  https://wywf.org/ Planning Alternatives Wealth Assessment:  https://www.planningalt.com/   #WomenInCreative #TrueWealth #PurposefulLiving

We sit down with Eli Cheatham, President of International Farming, a food sourcing solutions platform working at the intersection of agriculture, investment, and stewardship. Eli shares the company's threefold mission — empowering farmers through technology, growing consciously by leaving the land better than they found it, and connecting farmers directly with food buyers — while exploring what it means to invest in land with patience and purpose, and why reconnecting consumers to the people who grow their food is the foundation of a truly sustainable future. KEY TAKEAWAYS 00:00 Introduction. 00:37 What makes farmland a good long-term investment and the mindset of "patient money." 01:44 How technology is freeing farmers to focus on what they do best. 04:19 International Farming's threefold mission: empower farmers, grow consciously, feed the world. 06:00 The seven-cents-on-the-dollar reality and the case for streamlining the supply chain. 07:11 What gives Eli the most hope: the shift toward regenerative agriculture and consumer awareness. 09:31 TED Vancouver: the power of infectious passion and the case for authentic community. 14:06 What Eli would talk about at TED: trusting a cyclical life over a linear one. 18:50 Defining wealth, success, and leadership on your own terms. 23:06 The one thing Eli would tell her 20-year-old self: start meditating earlier.   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. RESOURCES MENTIONED International Farming: https://internationalfarming.com  Planning Alternatives Wealth Assessment: www.planningalt.com    #RegenerativeAgriculture #ConsciousLeadership #TrueWealth

Cate Havstad-Casad, Founder and CEO of Range Revolution, is building the world's first luxury leather goods company rooted in regenerative agriculture and fully traceable American cattle hides. Cate shares her 12-year journey from a three-acre Oregon farm to managing 1,400 acres, why hides going to landfills represent one of farming's greatest missed economic opportunities, and how a single philosophy — "the means determine the ends" — shapes every decision she makes. Key Takeaways: 00:00 Introduction.  02:01 Cate introduces Range Revolution and her parallel careers in design and regenerative agriculture, both starting in 2013.  04:10 The 35% waste problem: only 65% of a cattle carcass becomes meat; hides going to landfills represent a high-value asset hiding in the waste stream.  07:10 Regenerative agriculture defined: shaping management systems to create enhanced ecological outcomes on the land, and why sustaining is no longer enough.  09:05 Finding perspective through ancestry and Buddhist philosophy: holding suffering and joy at the same time.  10:45 A 10-year vision: proving that materials from regenerative farming systems are a good business decision, not just an altruistic endeavor.  11:35 During a 116-degree heat wave, regeneratively managed soil held at 89 degrees while an unmanaged neighboring parcel reached 148 degrees — the difference between species survival and demise.  14:52 The philosophy: "The ends do not determine the means. The means determine the ends," and how it shapes how Cate builds Range Revolution.  17:10 True wealth defined: meaningful work that brings joy, and being part of redefining what is aspirational — away from status and exclusivity, toward natural fibers and regenerative systems.   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. Resources Mentioned: Range Revolution: https://rangerevolution.com Western Design Conference: https://westerndesignconference.com Bowen family systems theory: https://www.thebowencenter.org/   #RegenerativeAgriculture #LuxuryLeather #TrueWealth

We sit down with Kate Adams, Fractional Chief Impact Officer of Conscious Capitalism, Inc., to explore what accountable leadership looks like in a world demanding more from business. Kate has spent her career helping CEOs, boards, and senior leaders understand their organizations as both economic and societal forces. Her new book, "Accountability Under Fire," argues that great leadership is fundamentally a matter of stewardship, not just performance. Key Takeaways: 00:00 Introduction.  03:00 "Accountability Under Fire" explores the stewardship role every business leader must own.  05:01 Technology leaders must ask what their decisions cost the people around them.  11:12 Kate's brother and the Paralympics shape her belief in unrealized human potential.  15:18 Leadership is a privilege, and influence demands honest reflection on its use.  16:01 Great leaders want to do better, and the environment is the real obstacle. 18:30 What is true accountability?   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives. Resources Mentioned: Conscious Capitalism Website: https://www.consciouscapitalism.org/ Accountability Under Fire" by Kate Adams: https://www.amazon.com/Accountability-Under-Fire-demanding-business/dp/1788607988 "Seat for Society" podcast: https://www.seatforsociety.com/     #ConsciousCapitalism #AccountableLeadership #SocietalImpact

For a special 100th episode conversation on what true wealth looks like when it's fully lived, we're joined by Janet T. Planet, Principal and Founder of INTERPLANETARY INC., Graham Veysey, Principal of North Water Productions and Developer, Hingetown; and Brian Gast, President of Quadrant Corp. These three returning guests from our True Wealth Retreat in Palm Springs, California, share how their definitions of wealth have evolved, and what it takes to design a life that's genuinely rich. Key Takeaways: 00:00 Introduction and 100th episode celebration. 01:40 True wealth is multidimensional, not a single currency or destination.  03:30 A Palm Springs retreat gives Graham and his wife the courage to plan a six-week family trip to Jaipur.  06:00 Janet turns 50 and starts designing her financial life with the same intentionality she brings to creativity.  10:00 Brian takes his family to Japan. He discovers a scarcity lens driving his fears about global events, AI, and financial stability.  13:00 True wealth shows up as generosity, presence, and freedom from cheap cultural substitutes.  17:00 Younger generations are skeptical of the accumulate-and-retire model and want meaning now.  18:00 Janet argues that the financial foundation is what makes creative freedom sustainable.  25:00 Modeling all three corners of the true wealth triangle is the most powerful thing parents can do.  27:00 A world brimming with true wealth means more fulfillment, stronger communities, and less global anxiety.    Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #TrueWealth #PurposefulLiving #RichLife

We sit down with Justin Roethlingshoefer, Founder of OWN IT and author of "The Power of Ownership," to explore why lasting health transformation starts with identity, not habits. He shares his journey from burnout as an NHL performance director to building a holistic coaching practice for business leaders, the science of heart rate variability as the body's language, and the daily rhythms that allow the body to heal itself. We also discuss the "devil cycle" of all-in or all-out health behaviors, the 3-2-1 rule for sleep and recovery, and why your identity must grow alongside your business. Key Takeaways: 00:00 Introduction.  01:30 From fat kid to anorexic teen to burnt-out NHL performance director.  04:00 Escaping the "devil cycle" of all-in or all-out health habits.  05:00 Heart rate variability is the language the body uses to communicate stress. 07:00 Habits and behaviors will never outperform the identity you currently hold. 08:30 The 3-2-1 rule and why our day really begins in the evening, not the morning.  13:00 Growing personally in the same rhythm as your business growth, or one of them will break.  16:00 True transformation alters form and function, there is no going back. Resources Mentioned: Justin Roethlingshoefer https://www.linkedin.com/in/justin-roethlingshoefer/ OWN IT | LinkedIn https://www.linkedin.com/company/justown-it/ OWN IT | Website https://ownitcoaching.com/ The Power of Ownership by Justin Roethlingshoefer  https://www.amazon.com/dp/B0D94QYGNC Planning Alternatives Wealth Assessment https://www.planningalt.com   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #HeartRateVariability #HealthOptimization #OwnershipMindset

In this episode, we sit down with Founder, Strategist, and Keynote Speaker of Be Brave, Pierre Du Plessis, to explore the modern epidemic of loneliness and how we can find connection in an increasingly isolated world. He breaks down the societal shifts contributing to our isolation, from the rise of remote work to the loss of traditional community structures, and offers actionable steps to rebuild our social fabric. We also hear insights on organizational strategy, as Pierre challenges leaders to stop trying to be the best and instead focus on becoming uniquely "weird."   Key Takeaways: 00:00 Introduction. 01:33 The breakdown of societal structures and the true causes of modern loneliness. 04:34 How the "Goldilocks amount" of social media impacts our feelings of connection. 06:01 The power of micro-interactions and establishing predictable local rhythms. 08:08 Why vulnerability is the essential foundation for deep friendship and community. 11:54 Choosing to be uniquely strange and weird instead of competing on speed or price. 14:50 Hacking through the fog of midlife and the power of owning a decision. 18:05 The symbolism behind the number eight, representing transformation and renewal.   Resources Mentioned: Pierre Du Plessis https://www.linkedin.com/in/pierredup/ Be Brave | LinkedIn https://www.linkedin.com/company/be-brave-consulting/ Be Brave | Website https://www.be-brave.co.za/ "Through the Fog" Podcast https://podcasts.apple.com/gb/podcast/through-the-fog/id1804062672   Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #BusinessStrategy #ModernLoneliness #Leadership

We sit down with Dr. Corey Seemiller, an award-winning faculty member in the Department of Leadership Studies and Education and organizations at Wright State University, to explore the unique characteristics and driving forces behind Generation Z. She shares her insights on why this generation is so focused on community impact, how their upbringing by Gen X parents has shaped their independence, and the concept of mutual mentoring in the modern workplace. We also dive into how families can better navigate conversations around money by finding common values and leveraging different perspectives.   Key Takeaways: 00:00 Introduction. 02:22 Understanding Gen Z's desire to change the world and make a large-scale social impact. 04:31 Examining the environmental factors, reduced school coping mechanisms, and socialization tactics contributing to generational anxiety. 06:58 Bridging generational gaps in family money discussions by establishing shared values and leveraging different skill sets. 09:42 Recognizing Gen Z's influence within the family unit and their role as highly informed decision-makers. 13:06 How the hands-off, free-range approach of Gen X parents empowered Gen Z to view adults as coaches and mentors. 16:36 Discovering the overwhelming similarities among Gen Z youth worldwide due to globalization. 18:10 Dr. Seemiller discusses navigating heartbreak and healing in her memoir, The Soulmate Strategy   Resources Mentioned: Dr. Corey Seemiller https://www.linkedin.com/in/seemiller/ Wright State University https://www.linkedin.com/school/wright-state-university/ Planning Alternatives Wealth Assessment https://www.planningalt.com "Generation Z Goes to College" by Corey Seemiller and Meghan Grace https://www.amazon.com/dp/1119143454 "Gen Z Around the World" by Corey Seemiller and Meghan Grace  https://www.amazon.com/dp/1837970939 "The Soulmate Strategy" by Corey Seemiller https://www.coreyseemiller.com/relationship-coach/the-soulmate-strategy-book/     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.     #GenerationZ #FamilyDynamics #Mentorship

We sit down with Allison Lincoln to explore the unique characteristics, challenges, and perspectives of Generation Z. She shares her thoughts on growing up as a digital native, the overwhelming nature of constant technological connectivity, and why some young adults are longing for a simpler, screen-free life. We dive into the role of humor as a coping mechanism, the importance of establishing healthy boundaries with social media, and how open family discussions about money can shape a balanced, healthy approach to work and life. Key Takeaways: 00:00 Introduction. 03:00 Defining life in your 20s through continuous growth, trial, and error. 04:00 Embracing humor as a primary way to navigate and cope with stress. 07:00 Recognizing the negative impacts of technology and the growing appeal of unplugging. 10:00 Protecting mental health online by staying grounded in personal beliefs and morals. 15:00 Finding encouragement and understanding through open family conversations about finances. 18:00 Rejecting toxic workaholism in favor of maintaining a strict work-life balance. 20:00 Decoding popular generational slang to build better communication and understanding. Resources Mentioned: Allison Lincoln https://www.allisonlincolnphotography.com/about-allison Planning Alternatives Wealth Assessment https://planningalt.com/     Thanks for joining us for the latest episode of "Day in a Canoe." If you enjoyed this episode, please leave a 5-star review, and be sure to subscribe so you never miss any of our insightful conversations. If you'd like us to help you define what true wealth means to you, go to www.planningalt.com and take our assessment. Planning Alternatives is an investment advisory firm registered with the Securities and Exchange Commission. Any opinions expressed may not reflect those of Planning Alternatives.   #DigitalDetox #MentalHealth #GenZ