Unexpected Hobbies of Financial Advisors

Unexpected Hobbies of Financial Advisors: Clint Edgar's Passion for Classic CarsIn this episode of 'Unexpected Hobbies of Financial Advisors,' hosts Brian Wright and Joshua Walker sit down with Clint Edgar of Better Pockets Financial to discuss his profound love for classic cars. Clint shares heartwarming stories from his childhood, how his father influenced his passion, and his experiences with restoring a 1971 Datsun 510. Learn about the vibrant car community, Clint's wisdom on balancing work and hobbies, and the nostalgic connection between past and present automotive culture.00:00 Introduction to the Podcast and Hosts01:10 Meet Clint Edgar: The Car Enthusiast01:32 Clint's Early Car Memories03:25 The Journey into Classic Car Collecting12:52 The Datsun 510: A Collector's Dream17:59 Challenges and Joys of Car Restoration29:55 Balancing Hobbies and Professional Life33:27 The Value of Time and Curiosity34:45 Outsourcing vs. DIY in Financial Planning37:19 Car Enthusiast Communities and Networking41:40 The Future of Classic Car Hobbies53:05 Memories and Lessons from Classic Cars01:03:44 Conclusion and Contact InformationConnect with Clint:Linkedin - https://www.linkedin.com/in/clinton-edgar/Website - http://www.betterpocketsfinancial.com/

Exploring Trap Shooting: The Unexpected Hobby of Financial Advisor John LinkIn this episode, we talk with John Link, a financial planner who has discovered a passion for trap shooting alongside his professional life. John shares his journey into the sport, which he first explored with his son thanks to a neighbor’s suggestion. He explains the basics of trap shooting, including its various disciplines and the importance of equipment readiness. John offers insights into the community aspect of trap shooting and its mental challenges, while also shedding light on the parallels between his hobby and his career as a financial planner. Join us for an interesting discussion on how John balances his professional duties with an unexpected pastime.00:00 Introduction to the Podcast00:37 Meet John Link: Financial Planner and Trap Shooter01:12 Discovering Trap Shooting01:43 The Journey into Trap Shooting04:28 Community and Competitions09:51 The Technicalities of Trap Shooting18:05 Mental and Physical Challenges37:40 Social Aspects and Networking40:32 Safety and Focus in Shooting41:06 Memorable Moments in Trap Shooting41:43 Achievements and Challenges47:16 The Importance of Equipment52:27 Understanding the Target01:02:13 Getting Started in Trap Shooting01:08:27 Final Thoughts and Contact InformationConnect with John:LinkedIn - https://www.linkedin.com/in/johnlinkcfp/Website - https://www.ameripriseadvisors.com/john.d.link/

Collecting with David Wood | Unexpected Hobbies of Financial AdvisorsIn this episode of 'Unexpected Hobbies of Financial Advisors,' hosts Brian Wright and Joshua Walker sit down with David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners. David reveals his passion for whiskey collecting, sharing his experiences and insights into the world of bourbon and whiskey. From the allure of the hunt to the intricacies of marketing and the joy of sharing his collection with friends, David's unexpected hobby provides a fascinating look into a unique pastime. Join us as we explore the depths of his collection and the stories behind some of the finest bourbons.00:00 Introduction to the Podcast and Hosts01:11 Introducing the Guest: David Wood02:36 The Allure of Whiskey Collecting03:43 Marketing Strategies in the Whiskey Industry05:29 Understanding Bourbon and Whiskey08:12 The Art of Making Cocktails16:45 Regional Differences in Cocktail Preferences23:03 Challenges in Whiskey Distribution32:10 Building a Personal Whiskey Collection47:49 Collecting Rare Bourbon Bottles48:40 The Dark Side of Bourbon: Fake Products and Theft49:31 Bourbon as a Social Connector49:59 Unexpected Hobbies of Financial Advisors51:38 Memorable Bourbon Experiences52:51 Family and Bourbon57:49 Words of Wisdom for Bourbon Enthusiasts01:02:00 Exploring Bourbon Bars and Distilleries01:05:04 The Growing Hobby of Bourbon Collecting01:09:42 Personal Preferences in Bourbon and Whiskey01:18:21 Bourbon in Social and Professional Settings01:22:42 Conclusion and Final ThoughtsConnect with David:LinkedIn: https://www.linkedin.com/in/davidhwood/The W Lounge Facebook Page: https://www.facebook.com/thewloungeGateway Financial Partners: https://www.joingateway.com

Unexpected Hobbies of Financial Advisors Ep 33: Financial Advisor Patrick Ritter on Fly Fishing for Rough FishJoin hosts Brian Wright and Joshua Walker on Unexpected Hobbies of Financial Advisors as they chat with financial advisor Patrick Ritter about his unique and unexpected hobby: fly fishing for rough fish species. From Patrick's experience with overlooked species and locations to his visual game approach, this episode offers a fascinating insight into a hobby that challenges both patience and skill. Discover how Patrick's pastime relates to his professional life, his memorable adventures, and the valuable life lessons he's learned along the way.00:00 Introduction to Unexpected Hobbies of Financial Advisors Podcast01:18 Meet Patrick Ritter: Fly Fishing Enthusiast01:56 The Challenge and Thrill of Fly Fishing for Rough Fish03:40 Growing Up with Fishing07:06 Fishing in Unexpected Locations11:18 The Art and Strategy of Fly Fishing16:27 Family and Fishing: Passing Down the Hobby18:20 The Fly Fishing Community and Gear26:45 Women in Fly Fishing27:27 Balancing Work and Fishing28:43 Fishing with Family29:44 Challenges and Wildlife Encounters35:15 Positive Memories and Life Lessons38:14 Fly Fishing as a Lifelong Passion43:42 Getting Started with Fly Fishing47:17 Future Plans and Final ThoughtsConnect with Patrick:Fishing Blog: www.riverkingfishing.comLinkedIn: https://www.linkedin.com/in/patrickritter/Website: https://www.corepln.com/

Van Camping with Financial Advisor Andy Moran | Unexpected Hobbies Podcast In this episode of 'Unexpected Hobbies of Financial Advisors,' hosts Brian Wright and Joshua Walker welcome Andy Moran, owner of Ad Astra Financial Planning, to discuss his unique hobby of van camping. Andy shares his adventures, from reconnecting with nature to traveling across the U.S. and Canada in his trusty minivan. The conversation explores the nuances between van camping and van living, the challenges and joys of life on the road, and how these experiences have brought him closer to family and nature. Dive into this fascinating discussion about finding peace and adventure in the great outdoors, all while juggling a career in financial planning. 00:00 Introduction to the Podcast 00:53 Meet Andy Moran: Financial Advisor and Van Camping Enthusiast 01:32 The Journey into Van Camping 03:19 Reconnecting with Nature 04:23 Exploring the Great Outdoors 06:54 Van Life Logistics and Experiences 15:06 Community and Solitude in Van Life 17:09 Stargazing and Astronomy Adventures 24:01 Food and Sanitation on the Road 30:00 A Chilling Encounter with Black Ice 31:13 Family Ties and Midwest Adventures 33:46 The Van Life: Hobby or Lifestyle? 34:31 Financial Planning on the Road 36:31 Tips for Aspiring Van Lifers 40:01 Memorable Animal and Celestial Encounters 44:02 Future Travel Dreams and Reflections 45:47 Unexpected Hobbies and Life Lessons 55:30 Final Thoughts and Farewell Connect with Andy LinkedIn: https://www.linkedin.com/in/andymoranio/ Website: https://adastrafp.com/

Exploring Gyotaku with Robert Chenoweth In this episode of 'Unexpected Hobbies of Financial Advisors', hosts Brian Wright and Joshua delve into the unique and intriguing world of Gyotaku with guest Robert Chenoweth from LPL Financial. Discover the history and techniques of this traditional Japanese fish printing art, learn how it has evolved over time, and how Robert integrates this unexpected hobby into his life and work. From traditional methods to Robert's innovative inkless technique, this episode offers a fascinating glimpse into an art form you might have never heard of! 00:00 Introduction to the Podcast 00:37 Meet Robert and His Unique Hobby 01:03 Discovering Gyotaku: The Art of Fish Printing 02:11 The History and Evolution of Gyotaku 04:30 Robert's Journey into Gyotaku 08:56 Techniques and Materials in Gyotaku 10:34 Gyotaku as an Emerging Art Form 16:13 Collecting and Promoting Gyotaku 23:31 Nature Printing Society and Rare Fish Prints 25:03 Combining Work and Hobby: Fishing Trips and Fish Prints 27:58 The Art and Process of Fish Printing 29:49 Innovating Traditional Gyotaku: The Inkless Method 33:27 Displaying and Preserving Fish Prints 37:23 Live Demonstration: Inkless Fish Printing 44:06 Getting Started with Fish Printing 45:00 Conclusion and Contact Information Connect with Robert: linkedin.com/in/robert-b-chenoweth-cima-3ba32b1b

The Fascinating World of Mummery: A Financial Advisor's Unusual Hobby In this episode of 'Unexpected Hobbies of Financial Advisors,' hosts Brian Wright and Joshua Walker interview Jason Gabrieli from HFM Investment Advisors. Jason shares his surprising passion for being a mummer and delves into the rich history of mummery based in Philadelphia. He explains the intricacies and traditions of mummery, including the yearly New Year's Day parade, the competitive nature of different mummer divisions, and the elaborate preparations that go into the performances. Jason also discusses how his involvement has fostered camaraderie and community, blending professional life with this unique hobby. Join us for an insightful discussion that sheds light on this vibrant and lesser-known cultural tradition. 00:00 Introduction to the Podcast 00:57 Meet Jason Gabrieli: The Mummer 01:24 What is a Mummer? 02:41 The Mummer's Parade and Competitions 05:01 The Different Divisions of Mummery 13:56 Jason's Journey into Mummery 17:02 The Tradition and Future of Mummery 18:36 Corporate Sponsorship and Demographics 25:15 Theme Selection Process 25:51 Generic vs. Specific Themes 27:35 Rivalries and Competitions 30:08 Awards and Celebrations 33:01 Demographics and Gender Roles 35:40 Professional and Personal Connections 41:46 Getting Involved and Final Thoughts

Exploring Magic: The Gathering with Financial Advisor Branden DuCharme In this episode of 'Unexpected Hobbies of Financial Advisors', your hosts Brian Wright and Joshua Walker chat with Branden DuCharme, a financial advisor and avid Magic: The Gathering player. Listen in as Branden shares how he got started with the game, the different aspects of Magic: The Gathering, and the unique experiences it has brought into his life. From the complexities of the game mechanics to the social interactions at local game stores, this episode dives deep into the unexpected intersection of financial planning and collectible card games. Tune in to discover more about this fascinating hobby and how it has influenced Branden both personally and professionally. 00:00 Introduction to the Podcast 00:36 Meet the Hosts: Brian and Joshua 01:16 Introducing Brandon and His Magic: The Gathering Hobby 01:49 Brandon's Journey into Magic: The Gathering 04:16 The Social and Competitive Aspects of Magic: The Gathering 08:18 Understanding the Mechanics of Magic: The Gathering 16:40 Acquiring and Trading Magic Cards 19:00 Playing Magic: The Gathering in Different Settings 20:53 Professional Magic: The Gathering Players and Influencers 25:06 Magic: The Gathering as a Social Activity 32:23 The Collegial Nature of Gameplay 32:35 Financial Planning and Magic: The Gathering 33:07 Tax Implications of Collectible Cards 35:10 Proxies and Counterfeit Cards 39:26 Strategic Thinking in Magic and Finance 43:16 Social and Business Aspects of Magic 47:34 Gender Balance and Community in Magic 49:50 Advice for New Players and Parents 51:07 Exploring the Magic: The Gathering Community 53:05 The Future of Magic and Other Card Games 55:18 Wizards of the Coast and Hasbro 58:02 Conclusion and Contact Information Connect with Branden: Website: https://ducharmewealth.com/ LinkedIn: https://www.linkedin.com/in/branden-ducharme/ YouTube Channel: https://www.youtube.com/@UCSHLjgAfhUtXwRSLZFLX2bA Instagram: https://www.instagram.com/ducharmewealth/ Facebook: https://www.facebook.com/DuCharmeWealth/

Sea Turtle Patrol and Rescue: An Unexpected Hobby with Brett Lozowski In this episode of 'Unexpected Hobbies of Financial Advisors,' hosts Brian Wright and Joshua Walker interview Brett Lozowski, an investment manager at Life Planning Partners. Brett shares insights into his fascinating side pursuit as a volunteer for sea turtle patrol and rescue in Jacksonville, Florida. From early morning beach patrols to emergency turtle rescues, Brett discusses the challenges and rewards of protecting these endangered creatures. He also reflects on the life lessons he's learned from this unique hobby and its impact on his personal and professional life. Tune in to hear Brett's incredible experiences and find out what it takes to be part of a sea turtle rescue team. 00:00 Introduction to the Podcast 01:22 Meet Brett Lozowski: Sea Turtle Enthusiast 01:44 Understanding Sea Turtle Patrol 03:52 Challenges and Logistics of Turtle Patrol 08:11 The Life Cycle and Predators of Sea Turtles 10:46 Brett's Journey into Turtle Patrol 14:33 Volunteer Efforts and Community Support 23:48 Rescue Operations and Distress Calls 25:46 Turtle Transport Tales 26:17 Handling Turtles Safely 26:39 Turtle Behavior and Defenses 27:37 Solo Patrol Adventures 28:26 Peak Turtle Season 29:14 Late Season Hatchlings 30:40 Community and Training 32:00 First Year Reflections 34:44 Turtle Patrol and Personal Life 37:16 Lessons from Turtle Patrol 38:22 Memorable Turtle Rescues 40:31 Getting Involved in Turtle Patrol 43:55 Turtle Patrol Logistics 48:10 Endangered Status and Conservation Efforts 48:37 Podcast Conclusion

Unexpected Hobbies of Financial Advisors: Anne Bollin Johnston's Electric Guitar Journey. Join hosts Brian Wright and Joshua Walker in this episode of the 'Unexpected Hobbies of Financial Advisors' podcast as they delve into the surprising hobby of Anne Bollin Johnston from Created Wealth Advisory. Anne shares her journey of picking up the electric guitar in 2019, the importance of finding freedom and creativity in music, and how she balances her professional life with her passion for playing guitar. From starting the Freebird Challenge to forming a cover band, Anne's story is an inspiring tale of overcoming perfectionism and embracing creative pursuits to enhance both personal and professional life. 00:00 Introduction to Unexpected Hobbies Podcast 00:37 Meet Anne Bollin Johnston: Financial Advisor and Guitar Enthusiast 01:26 The Journey Begins: Anne's First Guitar 02:19 Finding Freedom in Music 07:30 The Freebird Challenge: A Creative Community 10:13 Balancing Perfectionism and Creativity 16:54 Joining a Band: The Next Level 19:24 Reflections on Musical Journey and Professional Life 26:40 A New Experiment Begins 27:35 Combining Writing and Music 27:52 The Birth of Financial Rock Songs 28:53 From Retreat to Performance 30:06 Creative Pursuits and Professional Life 31:17 The Power of Creativity in Finance 34:06 Memorable Moments and TEDx Talk 34:41 The 17 Pound Goose Band 37:50 Blending Music and Finance 44:15 Final Thoughts and Where to Find More Anne's TEDx Talk: https://www.youtube.com/watch?v=4w2jR3oCQRY Finrock Rocks Website: Finrockrocks.com Anne's Website: annebjohnston.com Freebird Challenge: https://www.annebjohnston.com/freebird

Hiking with Financial Advisor Trishul Patel: Unexpected Hobbies Join hosts Brian Wright and Joshua Walker on 'Unexpected Hobbies of Financial Advisors' as they chat with Trishul Patel from Investing Forever Advisory about his passion for hiking. Discover how Trishul's love for the great outdoors started during his time at Cornell University and evolved through adventures in Southeast Asia and beyond. Learn about his unique experiences, including jungle trekking with army commandos and hiking in alligator-infested areas. Tune in to hear how Trishul integrates his hobby with his professional life and maintains a work-life balance that includes time for family and nature. 00:00 Introduction to the Podcast 01:16 Meet Trishal Patel: The Hiking Financial Advisor 02:11 Discovering Hiking in Upstate New York 09:48 Adventures in Southeast Asia 15:02 Hiking with Family in Florida 19:49 Geocaching and Exploring New Paths 21:06 Exploring Geocaching Adventures 21:49 Modern Hiking with Technology 22:58 Balancing Family and Hiking 23:22 Lessons from Hiking 26:48 Wildlife Encounters on the Trail 30:38 Client Interactions and Hiking 32:21 Bucket List Hikes and Future Plans 35:52 Getting Started with Hiking 39:04 Conclusion and Final Thoughts

Exploring Muay Thai: A Financial Advisor's Unconventional Fitness Journey In this podcast episode, Brian Wright and Joshua Walker, financial advisors, interview Mark Whitaker, a financial advisor and Muay Thai enthusiast. They discuss Mark's journey into Muay Thai, a Thai martial art, and how it helps him stay in shape and manage stress. Mark explains key aspects of Muay Thai, including its techniques and rules, the community aspect of his gym, and shares anecdotes about sparring and practicing the sport. The discussion also touches on the physical and mental benefits of engaging in martial arts, and how Mark balances this hobby with his professional life. 00:00 Introduction to the Podcast and Hosts 00:01 Meet Mark Whitaker: Financial Advisor and Muay Thai Enthusiast 01:39 What is Muay Thai? 03:25 Mark's Journey into Muay Thai 04:50 The Muay Thai Community and Training 06:52 Training Routines and Techniques 17:03 Injuries and Safety in Muay Thai 30:32 Gear and Equipment for Muay Thai 34:24 The Story of Luke and His Headgear 35:30 Sparring with Headgear: Personal Preferences 35:50 Concussion Protocols and Sparring Risks 37:10 Dealing with New Sparring Partners 39:24 Sparring with Young Fighters: A Personal Anecdote 41:39 Facing Your Fears Through Sparring 43:31 The Role of Coaching in Muay Thai 46:24 Family Reactions to Muay Thai 48:14 Traveling and Training: Keeping Sharp on the Road 52:23 Introducing Kids to Martial Arts 54:47 The Importance of Stretching 57:47 Finding the Right Gym for You 59:32 Professional Life and Martial Arts: A Balance 01:00:54 Conclusion and Final Thoughts Connect with Mark: https://earlyretirementadvice.com/ https://www.linkedin.com/in/markpwhitaker/

Crafting Custom Gear and the MYOG hobby with Heath Jackson. Heath Jackson, a CFP® professional and founder of TruGrowth Consulting, discusses his unique hobby of making his own gear on the 'Unexpected Hobbies of Financial Advisors' podcast. Hosted by Brian Wright and Joshua Walker, the episode delves into Heath's journey of creating custom tents, leather goods, and clothing modifications. Jackson shares his challenges and triumphs with different sewing machines, emphasizing the importance of using metal over plastic components and finding the right vintage models. The conversation also touches on the integration of his hobby with his family life and professional work, offering insights into his bespoke approach to both gear making and financial consulting. 00:00 Introduction to the Podcast 00:38 Meet Heath Jackson: Financial Planner and Gear Maker 01:08 Diving into Gear Making 01:36 The Tent Making Journey 03:23 Challenges and Triumphs in Gear Making 05:27 The Sewing Machine Saga 11:15 Building a Community and Sharing Knowledge 19:26 The Economics of Sewing Machines 21:07 Balancing Hobbies and Family Life 22:40 Fishing Adventures and Custom Gear 24:59 Father-Daughter Fashion Fixes 26:03 Client Problem Solving and Bespoke Creations 28:40 Challenges and Joys of Sewing 31:16 Balancing Hobbies and Family Life 33:23 Words of Wisdom for Aspiring Sewists 35:29 Family Heirlooms and Sentimental Projects 36:52 Finding Heath's Work Online 38:57 Podcast Wrap-Up and Final Thoughts To find out more about Heath - TruGrowth Consulting: https://trulearning.trugrowth.consulting/trugrowth-consulting-home 77GearCo: https://vsm.diy.myog.77gearco.com/

Exploring the Depths: The Free Diving Adventures of Brooke Stanford In this episode of the Unexpected Hobbies of Financial Advisors podcast, hosts Brian Wright and Joshua Walker sit down with financial advisor Brooke Stanford to discuss her exhilarating and unconventional hobby of free diving with sharks. Brooke shares how her adventurous upbringing in a surfing and diving family led her to this unique passion, and how she transitioned from competitive surfing to wildlife exploration under the sea. From the colorful parrotfish of South Florida to the thrill of encountering various shark species, Brooke provides insights into the world of free diving, the challenges and joys it brings, and the careful balance between enjoying nature and ensuring safety. Tune in to learn about Brooke's diving expeditions across the globe, the memorable moments and close calls, and how this hobby has influenced her professional life. 00:00 Introduction to the Podcast 00:21 Meet Brooke Stanford: Free Diving with Sharks 00:50 Brooke's Adventurous Family Background 01:42 Early Experiences in Free Diving 02:02 Diving Locations and Wildlife Encounters 04:31 The Appeal of Free Diving Over Scuba 07:17 Family and Friends in Diving 12:36 Traveling for Diving Adventures 13:50 Future Diving Goals and Aspirations 14:51 Diving Community and Competitions 19:49 Diving Depths and Breath-Holding 20:26 Wildlife Encounters and Techniques 22:04 Travel and Diving Destinations 22:51 Spearfishing and Safety Concerns 24:25 Memorable Diving Experiences 25:33 Applying Diving Lessons to Life 26:59 Training and Equipment 31:02 Future Diving Goals and Reflections 34:25 Conclusion and Final Thoughts

The Fascinating World of Knife Collecting with Financial Advisor Marta Heidem-Silver Join us in this engaging episode as hosts Brian Wright and Joshua Walker sit down with Marta Heidem-Silver, a principal at Silver Financial Service, who shares her intriguing and unexpected hobby of collecting knives and multi-tools. Discover Marta's journey into knife collecting, her favorite finds, methods of acquisition, and the vibrant community of enthusiasts she is a part of. Marta discusses the balance between her professional life and her passion, offering a glimpse into her home setup and family dynamics. Tune in to explore the detailed world of Swiss Army knives, TSA auctions, the thrill of the hunt, and the joys of a surprising yet rewarding hobby. 00:00 Introduction to the Podcast and Hosts 00:44 Meet Marta Heidem Silver: Financial Advisor and Knife Enthusiast 01:28 Diving into the World of Knife Collecting 05:07 The Fascination with Swiss Army Knives 13:56 Exploring the Knife Collecting Community 17:43 Knife Collecting: A Profitable Hobby? 24:53 Balancing Collecting with Personal Life 26:52 The Aesthetic Appeal of Knife Collecting 27:49 The First TSA Purchase 28:30 Family Quirks and Hobbies 31:58 Unexpected Hobbies of Business Owners 33:42 The Joy of Sharing the Collection 36:51 Maintaining and Customizing Knives 41:07 Shipping and Selling Knives 45:28 Personal and Professional Life

Join hosts Brian Wright and Joshua Walker on episode 21 of Unexpected Hobbies of Financial Advisors podcast as they delve into the fascinating world of thoroughbred racehorse breeding with Derek Merkler. Discover Derek's journey from casual investor to regular player in this industry, learning about the intricacies of horse breeding, the significance of Kentucky, and the traditional practices involved. Derek also touches on his family business, support for military veterans through his firm Trophy Point Financial Planning, and the diverse workforce in the horse racing industry. Don't miss this insightful episode blending passion and profession. 00:00 Introduction to the Podcast and Hosts 00:57 Meet Derek Merkler: Thoroughbred Racehorse Breeder 01:06 A Day at Keeneland: Dress Codes and Locations 02:59 Derek's Journey into Horse Breeding 08:47 Understanding Thoroughbred Horses 11:46 Breeding and Racing Logistics 17:36 The Business Side of Horse Breeding 22:22 Balancing a Financial Career and Horse Breeding 28:47 Client Events and Horse Racing 30:37 Financial Planning and Horse Racing 32:54 New Niche: Financial Services for Jockeys 35:22 Paths into the Horse Racing Industry 39:10 Demographics and Diversity in Horse Racing 42:08 Animal Welfare in Horse Racing 46:42 Memorable Moments in Horse Breeding 52:39 Where to Learn More 56:51 Conclusion and Final Thoughts

Exploring the Art of Macarons with Financial Coach Lauren Winkelman. In this episode of 'Unexpected Hobbies of Financial Advisors', hosts Brian Wright and Joshua Walker chat with Lauren Winkelman, a financial coach at Rock Money Scissors Financial Coaching. Lauren dives into her unexpected hobby of making macarons, detailing the challenges and intricacies of this delicate art form. From experimenting with flavors and using only the best egg whites to balancing oven types and humidity levels, Lauren shares her journey from a novice baker in 2020 to mastering the French treat. The episode explores the parallels between her baking adventures and financial advising, emphasizing the importance of creativity, patience, and mastering the basics in both pursuits. Additionally, Lauren discusses how she might expand her hobby from personal enjoyment to possibly participating in community markets. Join this delightful conversation about macarons, baking tips, and the unexpected hobbies that enrich the lives of financial professionals. 00:00 Introduction to the Podcast 00:52 Meet Lauren Winkelman: Financial Coach and Macaron Enthusiast 02:37 The Art and Science of Baking Macarons 05:07 Creative Flavors and Seasonal Inspirations 07:49 Challenges and Lessons Learned 12:17 From Hobby to Potential Business 21:55 Baking Challenges and Oven Differences 23:26 Whipping Techniques and Kitchen Tools 23:53 Sharing Baked Goods with Clients 25:57 Exploring Savory and Alcohol-Infused Macarons 27:47 Baking Tips and Recipe Reading 35:59 Sourdough Adventures and Baking Challenges 38:23 Financial Planning with a Fun Twist 39:36 Conclusion and Farewell

The Art of Duck Decoy Carving with Financial Advisor Rob Schulz In episode 19 of 'Unexpected Hobbies of Financial Advisors,' hosts Brian and Joshua sit down with Rob Schulz, founder and owner of Schultz Wealth, who indulges his passion for duck decoy carving. Rob shares how this unexpected hobby, rooted in his family legacy of duck hunting, helps him balance his life outside the financial world. The discussion delves into the intricacies of duck hunting, the art and process of creating and painting decoys, and how these skills mirror those needed in financial planning. Rob also touches on the cultural significance of decoy carving, his workshop routines, and the joys of nature and hunting. Join us for an engaging exploration of how hobbies can provide a creative outlet and enhance professional skills. 00:00 Introduction to Unexpected Hobbies 00:37 Meet Rob Schultz: Financial Advisor and Decoy Carver 01:29 The Art and Legacy of Duck Hunting 03:04 Understanding the Duck Hunting Process 11:52 The Craft of Carving Decoys 15:04 Tools and Techniques in Decoy Carving 19:15 The Tradition and Community of Decoy Carving 24:40 The Beauty of Muddy Decoys 24:51 Displaying and Storing Decoys 25:45 Retrieving Decoys After the Hunt 26:20 Decoy Design and Functionality 27:24 Lessons from Decoy Carving to Financial Planning 29:35 The Art and Craft of Decoy Carving 32:33 Memorable Moments in Decoy Carving and Hunting 34:14 Travel and Preparation for Duck Hunting 35:24 Safety and Tools in Decoy Carving 36:07 Artistic Challenges and Improvements 39:47 Superstitions and Personal Touches 41:59 Getting Started with Decoy Carving 43:52 Connecting with the Decoy Carving Community 45:05 Conclusion and Professional Information

Join hosts Brian Wright and Joshua Walker in Episode 18 as they sit down with Bridget Borel, founder of the Pearl Financial Planning in Annapolis, Maryland. In this episode, Bridget shares her passion for standup paddleboarding, a hobby she discovered later in life. Listen in as she discusses how her Navy family background and involvement with veteran support organizations led her to this exhilarating water sport. Bridget also shares insights on race training, the paddleboarding community, and the lessons she has learned on the water that translate into her professional life as a financial advisor. Don't miss this fascinating conversation about balancing work, life, and unexpected hobbies. 00:00 Introduction to the Podcast 00:55 Meet Bridget Borel 01:23 Discovering Standup Paddleboarding 04:12 Paddleboarding Techniques and Safety 07:17 Racing and Training Insights 08:27 Equipment and Gear 14:27 Paddleboarding Community and Events 22:21 Competitive Paddleboarding 27:53 Special Memories and Community Impact 28:10 Live Water Foundation and Veteran Stories 32:59 Physical and Emotional Benefits of Paddleboarding 34:28 Paddleboarding Techniques and Challenges 38:51 Year-Round Paddleboarding and Safety Tips 41:14 Getting Started with Paddleboarding 45:18 Paddleboarding Destinations and Retreats 47:03 Financial Lessons from Paddleboarding 49:15 Connecting Through Paddleboarding 50:59 Conclusion and Contact Information

Unexpected Hobbies of Financial Advisors: Chris McCauley's Journey into Homebrewing. Join hosts Brian Wright and Joshua Walker as they dive into episode 17 and the unexpected hobby of Chris McCauley, a financial advisor from Fishers, Indiana, who has been an avid homebrewer for nearly 20 years. Chris discusses his journey into homebrewing, the processes involved, the importance of sanitation, and the joy of sharing his craft with others. Discover the detailed steps of brewing, the challenges faced, and how Chris balances this creative pursuit with his professional life. 00:00 Introduction to the Podcast 01:02 Meet Chris McCauley: Financial Advisor and Homebrewer 01:58 Chris's Journey into Homebrewing 03:51 The Brewing Process: From Wort to Beer 06:09 Sanitation and Fermentation 15:03 Sharing the Brew: Friends, Family, andClients 19:27 Favorite Recipes and Brewing Less Frequently 21:20 Appreciation for Craft Beer 21:50 Travel and Beer Adventures 22:53 Brewing and Family Life 23:31 International Beer Experiences 24:05 Beer and Glassware 25:44 Special Brewing Memories 27:00 Brewing Tips and Community 27:43 Lessons from Brewing to Financial Advising 28:57 Starting Your Brewing Journey 33:23 Career Transitions and Financial Planning 40:49 Conclusion and Final Thoughts