In this episode, I had the pleasure of speaking with Barry Mendelson about his entrepreneurial journey, his approach to planning and discipline, and his recent move to southern New Mexico. I’ve known Barry for more than three decades – he was actually my first paying client in the Wealth Management space in 1992 – where have the years gone? He and I have both advanced our career journeys and never lost the special friendship we forged through that first assignment. Here we are years later and Ba...
Aug 01, 2024•38 min•Ep. 52
From both of us living in Beautiful Buffalo to a chance meeting at a gas station in North Scottsdale, our families met, and from that moment on, I’ve been blessed to really get to know Howie. What an amazing business and life journey that I’ve had the privilege to discuss with him. Join us for an insightful conversation as Howie reflects on his remarkable journey from a leading regional accounting firm to a fulfilling post-retirement life. Filmed in the beautiful Arizona desert, Howie discusses ...
Jul 16, 2024•42 min•Ep. 51
With a burning passion for his work, Nick Miller founded a company that has absolutely made a difference in the marketplace he chose to serve. Nick is an amazing storyteller and entrepreneur who is now contemplating his next chapter. This episode will make you think about what’s next for you as Nick shares his journey. I sit down with Nick Miller, a man who turned his passion for people and problem-solving into a successful career. From starting his own firm, Clarity Advantage, to building long-...
Apr 10, 2024•43 min•Ep. 50
Wow, John Moshides, President and Founder of Moshides Financial Group, gets it. Practicing what he preaches, John’s commitment to giving and growing is palpable. I’ve seen firsthand his absolute commitment to excellence. No cutting corners here as John speaks from his heart about living a life of significance and doing his best to impact the lives of the clients he has been privileged to work with over the last four decades. I especially liked John’s eight criteria for what makes a valued client...
Apr 08, 2024•33 min•Ep. 49
In this episode I am honored to have my long-time friend and guest, Joe Kreuz, the founding partner of AP Professionals. Joe is one of a kind. I don’t know of anyone in my rolodex that knows more people, remembers phone numbers from years past and is as respected in our community as someone for those in need for career opportunity and counseling. We delve into Joe’s remarkable journey, reflecting on his family, career, and the values he’s learned from his father. We discuss the art of genuine co...
Mar 24, 2024•26 min•Ep. 48
I’m thrilled to introduce you to a long-term valued friend and mentor, David Elias. David hired me many years ago to help him grow his asset management firm. He was also there to encourage and support me to leave his firm and begin my entrepreneurial journey in creating Pusateri Consulting & Training. You will be both inspired and invigorated listening to David; I know I always am. He is a breath of fresh air – everyone who has the privilege to talk with David leaves that conversation on a h...
Mar 04, 2024•43 min•Ep. 47
Listen in as Peter Maller, Founder of Maller Wealth Advisors, shares his remarkable insights and experiences from his amazing career. From his upbringing in South Africa to his time in compulsory military service, Peter has traversed a unique path on his journey to building a world-class wealth management firm. With a focus on helping clients think beyond investment management, Peter and his team have differentiated themselves by delving into discussions on health, longevity, and multi-generatio...
Jan 21, 2024•31 min•Ep. 46
The great music group Journey has a hit song, “Don’t Stop Believin’.” In many ways, the beginning describes my good friend, Cindy Miller. Here are some key moments from this episode: finding your “IT” overcoming adversity, challenges, and rejection understanding motivation embracing personal growth pursuing your dreams using golf as a business development tool the importance of planting seeds Cindy is a small-town girl who for years had heard thoughts from others that she was not good enough. Ta...
Oct 30, 2023•39 min•Ep. 45
Listen in as educator, lecturer, and author Dolah Saleh shares her best thinking that led to the writing of her current book, “It IS All About You…A Responsible Search For Meaning”. Here are some key moments from this episode: making meaningful career decisions and avoiding regrets the power of assessments and making every second count the importance of finding our purpose in life the search for our purpose in life tackling introspective questions about identity and purpose Dolah’s work will mak...
Oct 16, 2023•28 min•Ep. 44
Bill Mabee had an amazing career. A true guru in the marketing and branding space, he provided his expertise for three decades to one of the top 20 banking institutions in the United States. His vision, conviction, negotiation skills, and business courage led to a major stadium rights deal with one of the storied franchises in the National Football League. Here are some key moments from this episode: the importance of having a unique perspective the importance of precise decision-making the impo...
Oct 02, 2023•32 min•Ep. 43
I know proper English says “going to” versus “gonna”, but the slang version means something to John Connelly. John’s dad (whom I affectionately call Jesus Connelly) always said it to him like this in his own authentic way. You’ll understand more of the significance of this as you listen to our podcast with one of my dearest friends. Here are some key moments: the power of honoring commitments finding passion in music the impact of our fathers on our lives John’s journey from selling to starting ...
Sep 11, 2023•34 min•Ep. 42
Listen in as Troy Rice, a self-acclaimed “mirror holder” and “truth teller” shares his insights and perspectives on coaching successful leaders on business and life issues. From start-ups to liquidity events, Troy has seen it all. In this episode, Troy gives his perspectives on success to significance. As Troy says, “Success in itself is empty, significance fills us”. I especially loved when Troy shared a thought from one of his coaching peers. “All my problems have shoes!” He couldn’t be more r...
Jul 24, 2023•32 min•Ep. 41
Lou Nuchereno totally practices what he preaches. His passion for leading others and making a difference in their lives and the lives of their clients is palpable. I get pumped up every time I am around Lou. He is all about being “all in” and pursuing excellence in all that you do and in becoming your ultimate best. Listen in as Lou discusses some of his other leadership principles. Ultimately, he says, leaders will get to where they want to be when they help others get where they want to be. Th...
Jul 10, 2023•22 min•Ep. 40
Peg Ruppert had a major life event, a literal 2 by 4 hit that changed her life. Her personal tragedy led to her helping others that have had similar circumstances occur. If you or others in your life have experienced any type of Black Swan event (health issues, loss of job, divorce, etc), this is a must-listen. As Peg discusses, you will want to get off the couch and work on the 5 steps she teaches to reclaim your identity, rebuild your confidence and move forward to the next great chapter in yo...
Jun 20, 2023•25 min•Ep. 39
In the 38th episode of Your Next Big Project Is You, we bring you Volume 3 of our Top 10 Hit Parade. I’ve been privileged to have several leaders, managers, and coaches join our podcast and take a moment to rewind their lives. We’ve discussed their incredible careers, hard-working journeys to success, and what they value most. I invite you to listen to some of the highlights we’re sharing. Many of the takeaways support our Sabbatical Experience. Living a life of significance and a life of no reg...
Jun 05, 2023•30 min•Ep. 38
A self-professed tax and numbers geek, Jaleigh White has found that the true value she and her team provide to business owner families and families of legacy wealth is helping them discover the “why” behind their family’s goals, especially as they’re going through a transition with their business. Jaleigh enjoys helping all members of the family live a life of purpose and fulfillment throughout the generations, often referring to this help as the human side of legacy wealth. Listen in as Jaleigh...
May 22, 2023•38 min•Ep. 37
Blaine Arnold jumped into the entrepreneurial pool and realized very quickly that his new company was me, myself and I. Control what you can control became an early mindset to his new found freedom. This new found freedom of owning his own business brought with it a new set of emotions. Fear of failure, letting his family down, trying to make this change to being successful in his new venture – these were some of the thoughts that brought about some form of hyperventilation. When you open up the...
May 03, 2023•34 min•Ep. 36
Today’s speed of change, pandemic disruptions and the uncertainties we’ve all experienced have tested the foundations we relied on. Many people are weary, they feel less secure at work and seek to establish balance and a sense of purpose. Juggling changing work situations, and coping with the demands of friends or family are taking a toll on well-being. Trusted relationships, friendships and meaningful conversations at work matter, and there is a necessity to be intentional about improving and s...
Apr 24, 2023•35 min•Ep. 35
Tom is a thought leader when discussing health, wealth planning, aging, and longevity issues for your next chapter. We all have blind spots in dealing with unexpected black swan events, and priorities can change overnight. Listen to Tom’s perspective of preparing yourself now versus when it might be too late. Tom provides amazing insight to consider when clients are most anxious and vulnerable. We can all learn from his expertise.
Apr 10, 2023•41 min•Ep. 34
From #1 in the world with Apple to founding SalesMentorU, Ian Selbie is loaded with insight and perspective on achieving sales excellence. I met my passion match here. As Ian spoke, the more excited I got from his excitement. A couple of important takeaways for you in this podcast. Listen closely as Ian describes the concept of “pick your lane.” I also love his thoughts from four decades of success that “the game has not changed.” I was invigorated and inspired listening to Ian. You will be too....
Mar 27, 2023•33 min•Ep. 33
CEO & Founder of Sweet Financial and gifted author of the book Dream Architecture, Bryan Sweet helps people pursue the perfect version of their retirement dreams. Something happens when you grow older, as Bryan says, you think the dreams you had when you were little aren’t achievable anymore. Listen in as Bryan challenges that thinking, and shares his thoughts on living the life and retirement of your dreams through the Dream Architect ideals – significance, legacy, and experiences....
Mar 13, 2023•28 min•Ep. 32
Renowned educator and leadership expert, Michele Nevarez shares her thoughts on accessing your full potential. I’ve heard Michele speak in person and now I have had the privilege to interview her for this podcast. Her passion for this subject matter is palpable. Listen in to hear Michele’s thoughts on this important topic, and her 12 self-discoveries that will really make you think. Have a pad and pen handy for some really impactful takeaways, for those of us who are committed to being our best....
Feb 27, 2023•40 min•Ep. 31
Every day is spectacular in Bill Coppel’s world. Bill will challenge your thinking on how to add alpha to someone’s life, to find out what’s really important to people, and help them find joy in their life. It’s more than managing money, as Bill says, you don’t need to wear a collar or light incense to ensure you are helping people achieve things that impact their hearts and souls. Bill is a proven expert and a futurist. He sees the trends and patterns that are impacting how we communicate with ...
Feb 13, 2023•37 min•Ep. 30
Zack is an entrepreneur on the move. He is young and has a big vision. More importantly to me, he backs up his words with actions. I know he’s a committed husband and father, as well as one of the top lawyers and entrepreneurs in the United States – this guy has his act together. It doesn’t matter how old you are, it matters how committed you are to being your best, and to making a difference in your work and in the lives of others. Zack is doing this, listen in.
Jan 30, 2023•42 min•Ep. 29
If you have ever had a loved one with Alzheimer’s, you’ll want to listen in to this podcast. Jack’s dad, the late, legendary, Coach Frank Broyles, gave us an amazing gift for dealing with anyone with this dreaded disease. “Coach Broyles’ Playbook for Alzheimer’s Caregivers” truly attends to the x’s and o’s for this health condition. Jack has carried the torch his father lit and is providing extraordinary value and education to all of us. This one was very close to the heart for me as I dealt wit...
Jan 16, 2023•39 min•Ep. 28
If you’ve never had the opportunity and privilege to hear Don Connelly speak, I suggest you listen to this podcast. He is a true icon and legend in the wealth management world. Don is all about going back to the basics and sticking with it. He’s a prolific storyteller who uses analogies and parables to make the unfamiliar familiar. I could listen to Don all day long, as he shares one educational and entertaining story to the next. You will feel the same way after you hear what he has to say abou...
Jan 02, 2023•34 min•Ep. 27
If you’ve thought about where you want to take your business, to the next level of growth and success, then I would highly advise you to listen to this podcast with Jen Goldman. You will feel her passion for her work immediately. Listen in as I ask Jen to explain the 5 critical steps in the transformational process that she teaches and has proven expertise in. You will not want the podcast to end the more you hear her enthusiasm and energy. You’ll be just as excited as I was in talking to her....
Dec 19, 2022•24 min•Ep. 26
Kevin Corcoran is one of the coolest and accomplished guys I know. He has more than 40 years of consulting, leadership and coaching expertise on his resume. He’s built a successful travel organization that would blow you away. When you hear the places that he visits, and how he integrates culture and current events into these trips, you will want to join him on a future cruise. I love how Kevin continues to make a difference in the lives of others. He gives his time, talent and treasure to cause...
Dec 05, 2022•33 min•Ep. 25
Jim Gould has built a very successful, independent, and employee-owned registered investment advisory firm, Alesco Advisors. Their emphasis on SERVICE, INTEGRITY, and VALUE guides their client-first ethos. Knowing Jim as well as I do, he lives those key words, not only in leading his company but also in how he lives his life. Jim lives a life of significance, filled with abundance, and is constantly finding ways to give his time, talent, and treasure. Listen in as Jim shares his career journey a...
Oct 24, 2022•32 min•Ep. 24
Patrick and I grew up together. His father was my parents’ insurance agent and I knew many of his family members growing up. What Patrick has achieved in his lifetime has blown me away. An amazing entrepreneur, Patrick is a voracious reader and a consummate professional with an unconditional commitment to excellence in all that he does. He has an abundant mentality in both business and life, where he is constantly giving his time, talent and treasure to people in need and worthy causes that he s...
Oct 10, 2022•28 min•Ep. 23
