Understanding HSA: From Healthcare Reform to Retirement Wealth with John Young (Ep. 4)
Healthcare costs continue to rise, yet many people overlook one of the most powerful tools available for managing medical expenses while building long-term wealth.
How did we get disconnected from the true cost of healthcare, and what can we do about it today? How can a simple savings account tran…
AI, Inflation, and the Investment Decisions That Shape Portfolio Outcomes with Brad Long, CFA® (Ep. 5)
Big market moves can pull investors toward quick reactions, but lasting results often come from steady thinking and better questions.
How do you separate noise from what actually matters, and build a portfolio that can hold up through changing conditions?
In this episode, Jon Meyer speaks with Br…
Planning Beyond Money: Relationships, Transitions, and Meaning with Dr. Meghaan Lurtz (Ep. 6)
Money decisions often feel logical, but the emotions behind them tell a very different story.
Why do families avoid the hardest conversations, even when they matter most? And how can planning go deeper than numbers to shape a better life?
In this episode, Jon Meyer speaks with Dr. Meghaan Lurtz, …
Selling a Business: What Owners Need to Know Before Going to Market with Blake Johnson (Ep. 7)
Thinking about selling your business someday? The decisions you make years before a transaction can have a major impact on value, buyer interest, and your options when it’s time to move on.
What separates a smooth transaction from a frustrating one? And what can business owners do today to prepare…
What Homeowners Need To Know About Rising Insurance Costs with Crosby Warren (Ep. 8)
Insurance costs have been rising fast, and many homeowners are wondering what changed.
Why do policies feel more expensive, more restrictive, and harder to understand?
In this episode, Jon Meyer talks with Crosby Warren, Insurance Advisor and Partner at Cox Insurance Associates, Inc., about the …
Building an Estate Plan That Lasts Across Generations with Chad Halbur (Ep. 9)
Building wealth is one challenge. Helping it benefit future generations is another.
Why does so much family wealth fail to make it beyond the second or third generation? And how can better communication, thoughtful planning, and family values help families create a legacy that lasts longer than th…
Preventive Healthcare for a Healthier Future with Dr. Charles Svendsen, MD, MBA (Ep. 10)
Most people don’t think much about their health until something feels wrong. By then, many of the decisions available years earlier have already disappeared.
In this episode, Jon Meyer sits down with Dr. Charles Svendsen, MD, MBA, Chief Medical Officer of Astride Health, to discuss how preventive …
Providence City's Sauerkraut Days
Nichole Bone, Jon Meyer, and Megan McCuistion of Providence City's Sauerkraut Days -- Gov. Cox wants Utah to be a quantum technology hub
What Poker Can Teach Us About Better Business and Investment Decisions with Chris Potenza (Ep. 11)
Good decisions don’t always produce immediate wins, and acting just because you’re uncomfortable can create bigger problems than waiting.
How do you know when patience gives you an edge, and when it’s finally time to act?
In this episode, Jon Meyer speaks with Chris Potenza, President of Rinkside…
When Saving More Starts Working Against Your Retirement (Ep. 13)
You spent decades learning how to save. Retirement may require learning something much harder: when to spend, give, connect, and use your money while you still have the time.
In this episode of Mastering the 360 Mindset, Jon Meyer explores five questions he frequently hears from people approaching…
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