Day in a Canoe Podcast

May 28, 2019

Apr 16, 2019

In this episode, Nathan and Kim Laughton discuss:

• Kim’s role at Schwab Charitable
• How donor-advised funds work
• Charitable giving trends
• Kim’s career track and what fuels her mission to increase giving at Schwab Charitable
• Advice Kim would give to her 20-year-old self.

Key Takeaways:

• Every dollar matters...

Apr 2, 2019

In this episode, Nathan and Liz Hwang discuss:

• How Liz learned entrepreneurship from a young age while watching her parents.
• Liz’s passion for helping entrepreneurial women.
• The power of conversation and mentorship.
• Advice Liz would give her 20-year-old self.

Key Takeaways:

• You have to be quick to adapt to the...

Mar 12, 2019

In this episode, Nathan, Greg Friedman, and Shaun Kapusinski discuss:

• How Greg and Shaun came together to write The Financial Advisor M & A Guidebook.
• What drives a firm to consider M & A.
• How M & A can fuel growth plus facilitate succession planning.
• How people and culture define success.

Key Takeaways:

• Technology...

Feb 26, 2019

• Balancing being mother of Nikki and Brie on the Total Bellas TV show and Managing Partner of JBN & Associates. 
• Kathy's career path and milestones. 
• What it’s like for Kathy to have her life showcased on a reality TV show. 
• Advice Kathy would give to a...