Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financ ...
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Colin Meeks Podcasts
Your weekly fix of news and gossip, views and insights from the world of rallying
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Tales of Leadership is a veteran-owned podcast designed to equip leaders with the knowledge required to inspire others through transformational leadership. If you want to grow your influence and become a purposeful leader, you have found your tribe. Become the leader your team deserves!
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MFA PODCAST 8 Planning Made Easy - A Case Study
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#111 Christina Bates - Unlocking Human Potential Through Authentic Leadership
1:50:32
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1:50:32Dr. Christina Bates is a mom to two sweet girls, an entrepreneur, a leader, and an animal lover with three dogs, two cats, one bunny, and one guinea pig. Passionate about all things military, especially weapons systems, she is dedicated to helping leaders and organizations excel and realize their full potential. She believes that God has a purpose …
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MFA PODCAST 7 Our Top 9 Questions We Ask In Planning Meetings
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#110 Robert Roy - Leadership Under Fire: Insights from a Navy SEAL Veteran
1:39:48
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1:39:48Rob Roy is a 25-year veteran of the U.S. Navy, with 21 years of service in the SEAL teams, including over a decade with the elite SEAL Team Six. After retiring, he transitioned to entrepreneurship, founding Trident Coaching and Consulting to deliver transformative leadership programs. Rob is an award-winning executive coach, a sought-after public s…
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MFA PODCAST 6 Retirement Income Planning Simplified
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#109 Michael Brabner - From Infantry to Innovation
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2:00:56LTC Michael “Brabs” Brabner currently serves as the MCoE Robotics Requirements Division Air Branch Chief within the Maneuver Capabilities Development Integration Directorate. Originally from Oak Harbor, WA, Brabs enlisted in the Washington Army National Guard in 2001 following the September 11th attacks. Over his 25-year career, Brabs spent 14 year…
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MFA PODCAST 5 The Mid Year Planning Review - Just A Normal 6 Months
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#108 Randy McCoin - Empowering Military Education Through Service
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55:19Randy McCoin, is a proud U.S. Army soldier of 26 years and founder of the McCoin institute. Randy knows the struggles of attending college while being a full-time soldier, as it took him 13 years to earn his undergraduate degree. Since then, he has earned a Master of Education from Pennsylvania State University, a graduate certificate in Internatio…
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MFA PODCAST 4 How To Review Your Investment Plan In 10 minutes or less
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11:46There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, …
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#107 Michael Klemmer - Brewing Success After Service
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58:59Nestled in the foothills of Charlottesville, Virginia, Aerial Resupply Coffee emerges as a testament to service and community. Founded by U.S. Army Veteran Michael Klemmer, this brand embodies a dedication to honor those who serve. After a 20-year military journey and global exploration, Mike returned to Charlottesville with a passionate mission—to…
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MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
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13:32Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process. Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
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#106 Anthony Randall - Practicing Excellence: Aligning Passion, Purpose, and Precision
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1:30:46Dr. Anthony Randall is the President and Founder of Vanguard XXI, where he specializes in leadership development and executive coaching, transforming leaders and organizations across various sectors. With over 28 years of high-performance leadership experience, Dr. Randall has coached more than 17,000 professionals in the U.S. Army, Special Operati…
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#105 Ryan Thompson - Founder of 10th Mountain Whiskey
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1:01:50Ryan is a serial entrepreneur and life long learner that enjoys the pursuit of business while being a positive influence in his community and using his business platforms to help support causes he’s passionate about. He started 10th Mountain Whiskey & Spirit Company 10 years ago and is in the trenches running the daily operations with the goal of b…
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MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less
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9:58Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.
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#104 Derik Kearns - Army Infantry SGM
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1:22:42Derik Kearns enlisted in the Army in 2002 following the events of 9/11. Throughout his military service, he completed two tours in both Iraq and Afghanistan. Amidst personal challenges, he has experienced marriage, divorce, and remarriage, and is now a proud parent to two daughters and a stepson. This summer, Derik will be attending the Sergeant Ma…
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MFA PODCAST 1 The Only Annuity I Use in Financial Planning
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11:39Listen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.By Colin Meeks
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#103 Joseph Polanin - U.S. Navy retired and CEO
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1:05:25Captain Joseph Polanin, U.S. Navy (retired), is an award-winning CEO and a disabled Navy combat Veteran who served three decades leading elite teams to succeed on complex missions in high-risk environments despite every obstacle. He has 20+ years as a successful Commanding Officer, Task Force Commander, and Director of Operations (CEO/COO) for glob…
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#102 John Troxell - Retired SEAC, U.S. Army
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1:13:05John Troxell is a retired U.S. Army Command Sergeant Major who served nearly 38 years in uniform. He held the position of Senior Enlisted Advisor to the Chairman of the Joint Chiefs of Staff (SEAC), serving as the senior non-commissioned officer in the entire U.S. military. Known for his energy, authenticity, and selfless service, John continues to…
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#101 Ron Stotts - Mindfulness-Based Leadership Coach
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1:11:58Dr. Ron Stottz shares his transformational journey from Marine Corps service to becoming a mindfulness-based leadership coach who helps executives access higher states of consciousness and leadership effectiveness. • Leadership is about supporting and bringing out the best in everyone, not being in front • Personal development must happen alongside…
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#100 Jake Larson "Papa Jake" - WWII Veteran
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1:55:43🎙 Episode Title: The Luckiest Man in the World – Leadership Lessons from 102-Year-Old WWII Veteran “Papa Jake” In this powerful episode of Tales of Leadership, I sit down with Jake Larson—affectionately known as “Papa Jake”—a 102-year-old World War II veteran and national treasure whose story has captivated millions across the world. Born during th…
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#99 Lon Stroschein - Founder of Normal 40 and Best-selling Author
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1:18:36Lon Stroschein is the founder of Normal 40 and best-selling author of The Trade. With a career spanning international expansion, leading a $100M division, closing a $2.1B public deal, founding a private wealth group, and serving in the U.S. Senate, Lon knows success at the highest levels. But his defining moment wasn’t in the boardroom—it was when …
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#98 Joshua McMillion - How to Avoid Transitional Leadership Pitfalls
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31:51Transitional leaders view people as objects to be used for selfish gain. If you choose this easy path, you may see temporary success, but you can also cause devastating effects in both your life and your organization. Below are ten habits to avoid to prevent becoming a transitional leader. ✅ LIKE, SHARE, & SUBCRIBE ✅ GIVE A 5-STAR REVIEW ✅ SUPPORT …
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#97 Brent Polhman - CEO for Midwest Laboratories & Best Selling Author
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1:07:05Brent Pohlman is an executive leader at Midwest Laboratories, where he has been instrumental in driving a positive impact on the lives of employees, clients, and communities for over seven years. At Midwest Laboratories, Brent is known for fostering a culture of excellence and trust, leveraging core competencies in innovation, teamwork, and dynamic…
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#96 Joshua McMillion - Understanding Your Core Values
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38:17We are continuing with the House of Leadership (HOL) series. Throughout the series, my goal is not to persuade you toward the six principles I've selected. However, I do want to inspire you to critically think about what your principles will be. The best mentor we have is ourselves. Why? Because we spend literally every waking moment with ourselves…
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#95 Morgan Sullivan - Leadership Lessons from the Battlefield to the Field
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1:09:53Morgan Sullivan is a father to four exceptional children and a husband to a wife he believes he doesn't deserve. Morgan grew up in a small town in southeastern Ohio, where his days were spent working on a farm and engaging in sports. He pursued higher education at Heidelberg College and earned a bachelor’s degree in psychology. On September 12th, 2…
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#94 Leanne Meyer - Author & Executive Leadership Coach
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59:35Leanne Meyer is the author of Climbing the Spiral Staircase, a guide for women seeking to gain control of their professional paths. She directs Carnegie Mellon Women’s Executive Leadership Academy and is the former director of the university’s Accelerate Leadership Center. With more than thirty years of senior-level consulting and executive develop…
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#93 Colin Boyle - US Army Infantryman & Combat Veteran
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1:19:06Colin Boyle is an Infantryman in the US Army with 17 years of experience and a combat tour to Afghanistan and multiple rotations around the globe. He was born in Tazewell, VA and settled in the suburbs just outside Richmond, VA where he spent most of his time as a child and young adult. He has held many jobs, from a dishwasher at iHop to a platoon …
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#92 Dave Braun - Life Coach & Co-founder of Oola
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1:09:02Dr. Dave Braun is the co-founder and president of Oola. With a deep-rooted commitment to empowering individuals to find balance and transform their lives, Dr. Dave Braun has spent over a decade guiding people towards holistic well-being. As President, he plays a pivotal role in shaping Oola’s strategic direction, leading the team in creating scienc…
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#91 Joshua McMillion - How to Craft a Leadership Vision
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29:35Vision is among the most overused words in the civilian and military world. Often, leaders create short-term concepts that only impact the organization when they are in leadership positions. However, a vision must outlive you and scare others due to its sheer scope. Take Bill Gates, for example. His vision is to place one PC on every desk in the wo…
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#90 David Vardeman - Servant Leader, Patriot, & VP at Capital Bank
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1:22:11David Vardeman is a U.S. Patriot. Over the last ten years, David has developed a deep understanding of service, sacrifice, and selfless giving to both the US Military Active Duty and US Veteran Communities. His tireless work is for the benefit of those in need. He has had direct access to both active duty and retired Flag Officers at all levels, bu…
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#89 Stephen Morris - Army Veteran Turned Leadership Coach
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1:38:33Stephen J. Morris is a passionate and experienced leader with over 21 years of combined service in the Military and Corporate sectors. As a United States Army veteran, Stephen has commanded and led combat and non-combat deployments across the globe, honing a deep understanding of leadership under pressure. After transitioning to civilian life, he f…
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#88 David Goode - (Ret) Air Force Colonel & Senior Consultant at Chick-fil-A
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1:11:50David Goode is a Principal Operations Lead with Chick-fil-A Corporate in Atlanta, partnering with Operators and Operator Groups to execute their business strategy in order to achieve their vision and goals. He serves 30 Operators with 35 restaurants in Charleston SC, Newport News VA, and Virginia Beach VA. Prior to his current role, he served a 30-…
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#87 Joshua McMillion - How to Manage Your Time As a Leader
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21:27In this article my goal is to walk you through another acronym that I have created called TIME. Time is one of our most important resources; as a leader, more importantly, a purposeful, accountable leader, we need to weaponize it. Unquestioningly, allowing the day to bend your actions results in a loss of traction and, eventually, burnout. If you c…
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#86 (Ret) MG Keith Thurgood & (Ret) LTG Neil Thurgood - The Thurgood Brothers on Cultivating Leadership Excellence
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1:22:40Retired Major General Keith Thurgood is a Clinical Professor of Healthcare Leadership and Management at the Jindal School of Management of the University of Texas at Dallas (UTD) where he also leads the graduate program in Healthcare Leadership and Management. He is also an Adjunct Professor of Marketing and Entrepreneurship at UTD. In addition to …
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#85 Nate Boyer - From Green Beret to the NFL
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55:03After joining the US Army in 2005, Nate Boyer earned the Green Beret in 2006. He served tours in Iraq and Afghanistan, completed missions in Israel, Bulgaria, and Greece, and played football for the Texas Longhorns as a standout long snapper. Nate's received awards like the Disney Spirit Award and the Legacy Award, showcasing his inspiring presence…
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#84 AJ Crabill - Cultivating Compassion and Accountability in Educational Leadership
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1:07:43Improving student outcomes is AJ Crabill's focus. He serves as Conservator at DeSoto, Texas ISD. During his guidance, DeSoto improved from F ratings in academics, finance, and governance to B ratings. He's also Faculty at the Leadership Institute of Nevada and Director of Governance at the Council of the Great City Schools. He served as Deputy Comm…
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#83 Joshua McMillion – How Leaders Create Harmony Without Losing Themselves
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21:35We have all heard the term work and family balance; however, I have learned a critical piece is missing from this equation: self. Achieving a sustainable balance takes the trinity of work, family, and self (WFS). First, leadership is emotionally and mentally demanding; without checks and balances, you and your family will suffer. Before you can aut…
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#82 (Ret) LTC John Ballenger - A Masterclass in Resilient Leadership and Navigating Change
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1:13:39John Ballenger has spent over +20 years serving in the Marine Corps and was the pilot for Marine One, serving directly for two presidents. John has led over 800 Marines, including in combat, and retired as a Lieutenant Colonel. Today, John is a highly successful consultant and coach for leaders seeking to grow their businesses, lead effective teams…
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#81 (Ret) CSM Clint Keeley - Commanding Excellence in Civilian and Military Worlds
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1:19:00Clint Keeley is a retired command sergeant major with two decades of dedicated service in the Army, he is profoundly thankful for the invaluable skills and experiences he gained. Currently, Clint is an integral part of an exceptional company that places a high premium on embracing diversity and recognizing our shared humanity. His professional focu…
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#80 Paul Hill - Commanding Excellence in Leadership and Mission Control
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1:15:32Paul Sean Hill, a distinguished author and speaker, focuses on applying deliberate leadership principles to lead high-performing teams across diverse industries. He currently serves on the NASA Aerospace Safety Advisory Panel, providing critical insights into NASA's management of human spaceflight. With 25 years at NASA, he began by developing spac…
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#79 William Leahy - Charting a Path for Veterans in American Manufacturing Excellence
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1:29:32William "Bill" Leahy, founder of Renaissance Reliability (RR), is a visionary leader on a mission to elevate American manufacturing to global heights by championing innovation, reliability, and manufacturing effectiveness. In the aftermath of his brother's tragic suicide, a USMC Infantry officer, in December 2022, Bill turned personal grief into a …
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#78 Joshua McMillion - Exploring the Power of Leadership Intelligence
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21:59Our capacity for increased responsibility in our leadership journey separates the ordinary from the extraordinary. As our influence grows and we gain new titles, we face new challenges. Purposeful Accountable Leaders (PALs) understand where they are on their leadership journey and what is required to continue growing. How? Transformational leaders …
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#77 Bryan Sisk - Weaving Leadership and Innovation from Military to Healthcare
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1:13:03Join the conversation as Bryan Sisk, a seasoned US Army veteran, unveils the tapestry of leadership that's been woven through his 20 years of military service and beyond. He shares his own story and casts a light on the qualities that make for steadfast leaders in any field. Currently, Bryan is the Senior Vice President and Chief Nursing Executive …
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#76 Rob Cressy - AI Expert, Leadership Coach, & Entrepreneur
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1:10:33Rob Cressy is a world class growth coach committed to helping leaders create powerfully in business & life for the long haul. With expertise in self-mastery, brand building, and leadership development, he helps you build better mindsets, habits, and routines to keep winning. Rob lives by eight core values that are foundational to who he is. These c…
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#75 Mike Kaeding - CEO of Norhart Real Estate
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1:12:18Mike Kaeding is the CEO of Norhart. Norhart designs, builds, and rents apartments. They are transforming the way apartments are built and managed by incorporating technologies and efficiencies that have revolutionized other industries and led to high-quality, cost-effective projects. Mike’s parents started their family business. But just a few year…
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#74 Joshua McMillion - My Core Values Respect/Integrity/Duty
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21:51In the previous episode, I reviewed how to find your core values using the acronym VALUE (See Episode 70). In this episode, my goal is to define and share my top three core values clearly. I hope to inspire you to discover your own. These are my top three values I place above all others when confronted with challenging situations in life. May they …
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#73 Cheryl Lawson-Wright - Founder of Real Hope 4 Help & Wellness Coach
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1:15:48Cheryl Lawson-Wright, a devoted community volunteer, educator, and mentor, is deeply committed to guiding youth and young adults through high school completion and college admissions while also supporting the underprivileged, disabled, and trauma survivors. A fierce advocate for equality and justice, she champions a toxic-free life encompassing min…
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#72 (Ret) BG John Teichert - Best Selling Author & President of Capital Leadership
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58:25John Teichert is a retired U.S. Air Force brigadier general and former Assistant Deputy Undersecretary of the Air Force, International Affairs and brings a wealth of leadership and strategic expertise. His extensive career spans roles as a combat and test pilot, base commander, and senior defense official in challenging environments like Iraq. With…
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#71 Robert Irvine: Serving Leadership, Life Lessons, & Philanthropy
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1:08:02Robert Irvine is a world-renowned chef, successful entrepreneur, and unwavering champion for our nation's military. As the beloved host of Food Network's hit series Restaurant: Impossible, he has transformed the lives and fortunes of countless struggling restaurateurs in nearly 300 episodes and counting. With a diverse portfolio, including Robert I…
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#70 Joshua McMillion - Finding Your Core Values
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17:34Core values are part of every leader's House of Leadership (HoL). But what are core values, how can you find yours, and why are they important? In this episode, I will share a framework I have developed, VALUE, to guide you in answering these questions. After listening to this, I challenge you to find your own and inject them into your daily action…
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