In this episode, we chat with Perth Tolle, a finance trailblazer who mixes personal values with smart investing. From her time as a Fidelity advisor to creating a freedom-focused index for emerging markets, Perth’s journey shows how staying true to your beliefs can lead to success. We also talk about taking risks, changing careers, and how community support can help you bounce back from challenges. Listen for tips on investing, new markets, and the power of connections.

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Perth Tolle on LinkedIn

Life + Liberty Indexes

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

Join us as Dave Ross shares his unique journey from asset management to transportation executive to artist. He talks about chasing impact over following a set career path, the value of self-awareness, and learning from mentors. We also dive into career transitions, personal growth, and lessons from 2020 on finding clarity and building strong relationships. This episode offers practical tips to help you align your career with who you want to become.

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Dave’s Art

Dave’s Substack

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

Join us as Shana Orczyk Sissel, founder of Banríon Capital, shares her journey into finance without a traditional finance degree. From her experiences in sports, theater and pageants to overcoming ADD and navigating challenges in a demanding industry, Shana’s story highlights resilience and creativity. She talks about building her business and balancing life as a single mom, offering valuable insights for anyone looking to succeed in finance and beyond.

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Shana Orczyk Sissel on LinkedIn

Banríon Capital Management

Jess Bost on LinkedIn

Mark Newfield on LinkedIn

In this episode, Lara Crigger talks about her journey from studying astrophysics to becoming a writer and working in commodities and ETFs. She shares how she followed her passion for storytelling, turned down scholarships, and balanced a busy career with motherhood. Lara also talks about overcoming challenges like burnout and grief, rescuing her dog after Hurricane Katrina, and the lessons she’s learned about leadership and building strong teams. Her story is full of inspiring career advice!

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Lara Crigger on LinkedIn

Shoe Leather by Lara Crigger

Jess Bost on LinkedIn

Mark Newfield on LinkedIn

Aaron Klein’s childhood struggles with money and near foreclosure shaped his approach to risk and opportunity in his career. Despite early failures, he founded Riskalyze (now Nitrogen), a company that revolutionized financial advising by creating a way to measure risk with a "risk number." Through his story, Aaron touches on resilience, timing, and innovation, as well as the challenges of leading through tough times like the COVID-19 pandemic. He also reflects on taking time off for family, finding balance, and the emotional side of risk in both investing and life.

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Aaron Klein on LinkedIn

Nitrogen

Jess Bost on LinkedIn

Mark Newfield on LinkedIn

In this episode, we share the inspiring story of Derek Hagen, who overcame poverty and started working at a young age to eventually become a successful financial advisor. Derek’s journey shows how hard work, education, and perseverance can change your life. He talks about finding his passion for finance, navigating career choices after college, and balancing full-time work with further education. Derek also highlights the importance of using wealth to improve life rather than as a goal itself. It’s a powerful conversation about resilience, smart decisions, and finding purpose in your work.

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Derek Hagen on LinkedIn

Jess Bost on LinkedIn

Mark Newfield on LinkedIn

Referenced in our conversation:

David Foster Wallace’s This Is Water

In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset.

Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how moving to California became a pivotal turning point in his career. He also dives into the significance of macroeconomics in personal investing, key lessons from the 2008 financial crisis, and the value of patience and resilience when managing finances.

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Cullen Roche on LinkedIn

Jess Bost on LinkedIn

Mark Newfield on LinkedIn

In this episode, we explore how unexpected career twists can lead to fulfilling paths. Nick Gertsema shares his journey from concert promoter to financial advisor, showing how embracing change can open new opportunities. We also discuss the story of a father and son who took unconventional career routes, offering lessons in resilience and finding one's true calling.

The episode dives into investing tips from legends like Warren Buffett and George Soros, stressing the importance of staying disciplined in unpredictable markets. We cover strategies like tax loss harvesting, managing emotions in finance, and the value of seeking professional advice. Tune in for a mix of humor, insights, and stories about navigating life's unpredictable turns.

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Nick Gertsema on LinkedIn

Jess Bost on LinkedIn

Mark Newfield on LinkedIn