Travis Parry
Ep 122: The Power of Priorities and Planning with Mike Kendra
Today we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
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Travis Parry
- 5 days ago
- 1 min
Ep 121: Mental Health, Physical Health, and Spiritual Health
Workaholism is an addiction that can cause serious harm in our lives, such as neglected relationships, compromised mental and physical healt
5 views0 comments
Travis Parry
- May 16
- 2 min
Ep 120: Guarding Your Heart and Time with Todd Brand
Today we are excited to chat with Todd Brand, chief executive officer and president of Brand Asset Management Group, Inc. Todd is a second
15 views0 comments
Travis Parry
- May 11
- 1 min
Ep 119: Self-Assessment and Investment with Roy Snarr
Today we are joined by Roy Snarr, CFF®, CLTC®, NSSA®, LACP™. Roy is an asset protection and long-term care specialist based out of Austin, T
5 views0 comments
Travis Parry
- May 9
- 2 min
Ep 118: Leaving Work At Work with Randy Crabtree
We are excited to be joined by Randy Crabtree, CPA, on the show today. As the co-founder and partner of Tri-Merit Specialty Tax Professional
8 views0 comments
Travis Parry
- May 4
- 1 min
Ep 117: The Business Growth Balancing Act with Michael Lecours
We are delighted to have Michael Lecours, CFP®, on our show today. Michael is a co-founder of fpPathfinder, an organizational service that e
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Travis Parry
- May 2
- 1 min
Ep 116: Building Team Unity With John Bucsek
In today’s episode, we have the pleasure of interviewing John Bucsek, CFP®. John has over 30 years of experience in the financial services
3 views0 comments
Travis Parry
- Apr 27
- 1 min
Ep 115: Growth From The Inside Out: Finding Balance Through Inner Values with Jim Stackpool
We are excited to have Jim Stackpool, founder of Certainty Advice Group, on the show today. Jim has been in the industry for over 30 years,
7 views0 comments
Travis Parry
- Apr 25
- 2 min
Ep 114: Better, Not Bitter- A Message Of Hope And Healing With Jeffrey Johnston
We are honored to have Jeffrey Johnston, ChFC, as our guest today. Jeffrey is the founder of Premier Investments of Iowa Inc. and co-host of
17 views0 comments
Travis Parry
- Apr 20
- 2 min
Ep 113: Streamlining Success with Dave Zoller
Today we are delighted to speak with Dave Zoller, CFP®, owner of Streamline Financial Planning, an advisory firm in Chicago that manages ove
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Travis Parry
- Apr 18
- 2 min
Ep 112: Seeking Rest And Delight with Zac Larson
Today we are joined by Zac Larson, CFP®, ChFC®, FIC, founding partner and wealth advisor of IntentGen Financial Partners. Zac is a man of pu
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Travis Parry
- Apr 13
- 2 min
Ep 111: More Than Money Management: Building Meaningful Client Relationships with Chris Stallings
Today we are joined by Chris Stallings, the CEO, and founder of Abundance LLC. Chris has pioneered a whole-person, whole-family approach to
51 views0 comments
Travis Parry
- Apr 11
- 2 min
Ep 110: Putting Yourself Out There with Colin Exelby
Today we are joined by Colin Exelby, CFP®, a certified financial planner professional with over twenty years of experience providing financi
35 views0 comments
Travis Parry
- Apr 6
- 2 min
Ep 109: Growing Your Business with Purpose and Passion with Alan Moore
Today we are joined by Alan Moore, MS, CFP®, co-founder of the XY Planning Network and the CEO of AdvicePay. He is passionate about helping
36 views0 comments
Travis Parry
- Apr 4
- 2 min
Ep 108: Challenging the Status Quo with Chris Manske
Today we are joined by Chris Manske, CFP®, president of Manske Wealth Management. Chris has been praised, published, and quoted in the Wall
17 views0 comments
Travis Parry
- Mar 30
- 1 min
Ep 107: The Power of Organization and Delegation with Tom Watts
Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stoc
20 views0 comments
Travis Parry
- Mar 28
- 1 min
How To Work Smarter And Be Present As A Dad
HOSTED BY PAUL SULLIVAN Work too much? Struggle allocating time to home, work, your community, yourself? This was Travis Parry, a father...
27 views0 comments
Travis Parry
- Mar 28
- 2 min
Ep 106: Embracing Imbalance to Stay Balanced with Tom Shepard
Today we are joined by Tom Shepard, CEO of Shepard Financial and author of the book Money Isn’t Everything, Everything Is Money. He is the i
14 views0 comments
Travis Parry
- Mar 22
- 2 min
Ep 105: Building a Business with Values with Joshua Wilson
On today’s episode we are joined by Joshua Wilson, the founder and president of United Ethos Wealth Partners, a new tech-driven RIA that wor
20 views0 comments
Travis Parry
- Mar 21
- 1 min
Ep 104: Living Life by Design with Ross Lawrence
On today’s episode we are joined by Ross Lawrence, an awarding winning advisor and owner of White Ember Financial Planning. When he is not i
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