Best envizionmore Podcasts (2026)

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46. Best of 2024 - What Does It Mean to Envizion More with Wayne Wagner, Jr. & Trent Booth 58:27

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10M ago58:27

58:27

*Drumroll please… And the #1 episode of 2024 is episode #1! Our launch episode focused on the ethos of what the podcast would become, and it continues to gain new listeners despite nearing its one-year anniversary! We hope you enjoy as much as we have. - Welcome to the inaugural episode of the Envizion More Podcast. I’m uniquely excited to finally …

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45. Best of 2024 - Taking Ownership & Accelerating Success with Bryce Wagner 58:43

10M ago58:43

58:43

Welcome back to our Best of 2024 Year in Review! Today, we dig into our #2 episode from the first year with guest Bryce Wagner. This conversation gave us insight into the unique mind of 19-year-old Bryce, an entrepreneur who has an uncommon perspective on value creation, thinking strategically, and stewarding your mindset. Today's episode was our 7…

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44. Best of 2024 - Launching Young Entrepreneurs with Justice Volz 1:34:29

11M ago1:34:29

1:34:29

We are closing in on the one-year mark of the Envizion More Podcast, so we are taking a moment to revisit our top 3 episodes of 2024! These conversations resonated the most, offered engaging conversation, and encouraged listeners to Envizion More. Whether you’re listening again or catching them for the first time, we’re excited to share these stand…

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43. Planning, Protecting and Passing It On with Chris Young 49:42

11M ago49:42

49:42

"When families fail to plan, they plan to fail. Estate planning isn’t just about documents—it’s about preserving peace." In this episode of Envision More, Wayne Wagner Jr. is joined by Chris Young, a veteran estate planning attorney with over 30 years of experience. As a partner at Archer & Greiner, Chris has worked on complex, high-net-worth cases…

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42. Health, Wellth and Your Most Valuable Asset with Stevyn Guinnip 35:19

11M ago35:19

35:19

“On the balance sheet of your future, is your health a liability or an asset?” Unfortunately, every advisor has seen their own version of this story: a client spends decades building a robust net worth only to experience a life-changing medical event as early as their 50’s or 60’s. The life they spent decades saving for now looks entirely different…

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41. The 5 Dimensions of Wellness with Trent Booth and Nate Wagner 1:34:21

12M ago1:34:21

1:34:21

"The past is prologue, but it doesn’t have to be — we have the power to chart a new trajectory for our lives." In this episode, Wayne Wagner, Trent Booth, and Nate Wagner dive deep into the critical importance of holistic wellness and self-awareness as the foundation for effective leadership in our families, businesses, and communities. Together, t…

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40. Mapping 2025 | Envizioning Your Year with Trent Booth and Nate Wagner 1:15:47

12M ago1:15:47

1:15:47

"If we understand why we’re making changes, we can take small steps today that will shape the life we truly want." In this episode of Envizion More, Wayne Wagner is joined by Trent Booth of Veritas Leadership Group and Nate Wagner, leadership coach and counselor, for an inspiring and practical discussion on how to map out 2025. Together, they walk …

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39. A Financial Family Roadmap for 2025 with Trent Booth and Nate Wagner 57:11

12M ago57:11

57:11

Welcome to another inspiring episode of the Envizion More Podcast! In this episode, Wayne Wagner dives deep into the art and strategy of financial vision casting as a family. Learn how to collaboratively plan your year ahead, set financial goals, and align your family's values with practical steps for a prosperous future. Download the PDF Discussio…

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38. Vision, Values and Family Identity with Mae Wagner + Chris and Melissa Smith 45:39

1y ago45:39

45:39

We have the privilege of working with high-performing families, but what keeps a family close in the midst of individual success? Today’s returning guests Chris and Melissa Smith have dedicated their careers to helping families forge a common bond around core values and vision. Their work through Family Brand (linked below) is a powerful framework …

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37. Financial Planning in Your 40's 50:15

1y ago50:15

50:15

For most people, your 40’s represent a challenge: your income is the highest it’s ever been, but life is more expensive than ever too. And busier. As a result, your 40’s tend to be a balancing act of priorities in the areas of money and time. How you prioritize will determine the life you lead, both now and in the critical coming years. Today’s epi…

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36. Financial Planning in Your 30's 1:06:22

1y ago1:06:22

1:06:22

Welcome to Week 2 of our new series Planning by the Decade. This week’s focus: financial priorities in your 30s. Our 30s are a decade filled with burgeoning responsibilities and significant life changes. Life gets busier–and more expensive–but our opportunities get bigger too. Because many 30-somethings (mistakenly) think they’re too young for a fi…

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35. Financial Planning in Your 20’s 1:06:06

1y ago1:06:06

1:06:06

Most people don’t start working with a financial planner until much later in life–but the early years are some of the most important in financial planning. Kicking off our series Planning by the Decade, this episode is specifically geared to those in their 20’s as we explore the powerful role of mentorship, continuous learning, and the significance…

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34. To Preserve and Protect with Russ Nesevich 57:13

1y ago57:13

57:13

Excited to share our latest episode of the Envizion More Podcast, featuring an in-depth conversation with Russ Nesevich, an experienced estate planning attorney. Hosted by Wayne Wagner Jr., this episode brings invaluable insights on planning for the future, whether you're building your wealth, protecting your family, or planning your legacy. Key Ta…

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33. Redemptive Conflict with Nate Wagner 51:34

1y ago51:34

51:34

“Our ceiling is limited by our ability to handle conflict effectively.” Tune into the latest episode of the Envizion More Podcast featuring Nate Wagner, President of the Actuator Leadership Group. This episode is packed with powerful insights on conflict resolution, leadership, and fostering a productive corporate culture. As the financial landscap…

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32. Medical Science Liaisons and the Business of Pharma with Dr. Samuel Dyer 44:16

1y ago44:16

44:16

In today's episode, we have the pleasure of chatting with Dr. Samuel Dyer, a trailblazer in the pharmaceutical industry and the head of the Medical Science Liaison (MSL) Society. Dr. Dyer shares his compelling journey, from being the first in his family to attend college, facing immense personal and financial challenges, to eventually graduating fr…

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31. Leadership Secrets, Building Teams and Business Growth with Trent Booth 57:14

1y ago57:14

57:14

“Identity drives behavior. If we want winning behavior, we need to cultivate winning identities.” Today’s episode dives deep in the origin story of co-host and coaching extraordinaire Trent Booth of Veritas Leadership Group. We explore Trent's fascinating journey, from his Canadian upbringing and immigration to the US, to his extensive experience i…

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30. Winning on Tax Strategy with Ian Sloan 1:06:28

1y ago1:06:28

1:06:28

Today’s guest is a master at his craft: complex, high net worth tax strategy. Where most CPA’s take a reactive approach to planning, Ian Sloan helps clients be proactive where it matters most. Our conversation today is a brief masterclass on high-net-worth tax strategies with an emphasis on entrepreneurial leverage. We'll be diving deep into smart …

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29. Creating Core Memories Through Travel with Jennifer Hancock 41:19

1y ago41:19

41:19

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…

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28. Aging, Caregiving, and Family Dynamics with Bob Kane 46:15

1y ago46:15

46:15

“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…

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27. Tax Planning for High Net Worth Families with Rodney Lambert 52:51

1y ago52:51

52:51

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…

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26. Entrepreneurial Nonprofits with Jamie Finn 56:15

1y ago56:15

56:15

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…

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25. What Changes When We Aren't Entitled to Tomorrow with Trent Booth 45:07

1+ y ago45:07

45:07

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…

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24. SPECIAL: The Future of Medicare with Jason L'Hommedieu 41:45

1+ y ago41:45

41:45

“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…

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23. Small Circles, Big Impact: Brad Harris on Friendships & Personal Development 1:10:05

1+ y ago1:10:05

1:10:05

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…

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22. Every Leader Has an Origin Story with Nate Wagner 45:48

1+ y ago45:48

45:48

“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…

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21. The Power of a Commitment to Excellence with Spenser Morgan 54:50

1+ y ago54:50

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"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 …

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20. A Lifelong Philanthropy Mindset with Steven Averbuch and Rachel Rivest 50:13

1+ y ago50:13

50:13

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…

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19. Advancing in Pharma Careers with Sherri Kemp 55:32

1+ y ago55:32

55:32

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…

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18. Becoming A Resilient Leader with Nate Wagner 52:26

1+ y ago52:26

52:26

“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…

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17. Raising Values-Driven Sons with Paul Spuler 56:24

1+ y ago56:24

56:24

“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…

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16. Entrepreneurial Families with Michael and Gail Hyatt 1:06:10

1+ y ago1:06:10

1:06:10

“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…

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15. Creating A Family Brand with Chris and Melissa Smith 48:10

1+ y ago48:10

48:10

“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…

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14. Mastering Introspection in Leadership with Trent Booth 53:37

1+ y ago53:37

53:37

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…

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13. Significance, Burnout and Lasting Success with Shawn Sparks 1:17:14

1+ y ago1:17:14

1:17:14

“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…

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12. Changing Mindsets and Behaviors Around Money with Cindy Morgan-Jaffe 1:01:49

1+ y ago1:01:49

1:01:49

“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…

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11. Building Wealth Creatively and Advisor Success with Brent O’Mara 1:18:17

1+ y ago1:18:17

1:18:17

“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 …

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10. Raising Up Gen 2 Entrepreneurs with Daniel Keever 1:26:14

1+ y ago1:26:14

1:26:14

“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 …

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09. Redefining Financial Success More Than “Enough” with Trent Booth 57:38

1+ y ago57:38

57:38

“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…

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08. Stewarding A Multi-Generational Vision with CJ Wagner 50:55

1+ y ago50:55

50:55

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…

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07. Taking Ownership and Accelerating Success with Bryce Wagner 58:14

1+ y ago58:14

58:14

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…

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06. Embracing Change, Entrepreneurship and Self-Care with Brad Johnson 1:18:51

1+ y ago1:18:51

1:18:51

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…

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05. Our Vision, Not My Vision with Mae Wagner 1:20:41

1+ y ago1:20:41

1:20:41

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…

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04. Launching Young Entrepreneurs with Justice Volz 1:33:57

1+ y ago1:33:57

1:33:57

“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…

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03. The Power of a Shared Family Vision with The Wagners 1:03:56

1+ y ago1:03:56

1:03:56

“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…

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02. Origin Stories and Multi-Generational Business Vision with Ward Keever IV and Trent Booth 1:23:59

1+ y ago1:23:59

1:23:59

“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 …

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01. What Does It Mean to Envizion More? with Trent Booth 57:58

1+ y ago57:58

57:58

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…

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