Experienced businessman, oil & gas engineer and Texas Railroad Commissioner.
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Rise Up Mentoring was created to inspire and encourage students while providing the advice they need to successfully graduate and prepare for their careers and life overall. Listen to the conversations of students just like you and successful mentors to become the best you that you can be. Get all the helpful advice that everyone else seems to have already received and wish someone would share with you.
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Most people are familiar with their own balance sheet. As soon as we buy our first car house, we become aware of it. If you're of a certain personality type, you may track it quite a bit. But I'd submit to you that we're unconsciously aware of another balance sheet as well. And this one is pretty tricky to measure and even harder to manage. Sometimes, we often find it hard to put into words. But this is real. I call this our intangible balance sheet. What I mean by this is those life princip ...
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Jeremy Pryor: Intangible Balance Sheet Episode 66
37:08
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Welcome to this week's Intangible Balance Sheet Episode with Jeremy Pryor. Jeremy shares more about his journey of integrating family, faith, and business by consciously building a multi-generational family. We discusses the impact of mentors and the value of direct investment in the Christian community, the significance of family meals and economi…
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Ryan Sitton: Intangible Balance Sheet Episode 65
26:40
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Thank you to Ryan Sitton for stopping by to some of his life experiences which make up his Intangible Balance Sheet. You'll hear stories of growing up amongst a household of life-long learners and educators, Father Rock, business mentors, starting his own company, running for elected office and so much more! Music by bensound.com…
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Ryan Henderson: Intangible Balance Sheet Episode 64
27:59
27:59
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Welcome to another Intangible Balance Sheet Episode. Ryan Henderson shares more about his story and the things he hopes outlive him for generations. Please listen in for more about: The Influence of Grandfathers on his view of life and work. Grandfather's advice on the importance of sales Influence of Parents Spiritual influence of both parents Imp…
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Jim Nordhaus:Intangible Balance Sheet Episode 63
36:35
36:35
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Welcome to this week's Intangible Balance Sheet conversation with Jim Nordhaus. See below and listen in for more of our conversation! Jim's journey from law school to joining the family business Financial challenges faced during economic downturns Selling the business to Cisco and Jim's role within the company Involvement in expanding Cisco into Me…
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Cynthia Lynch: Intangible Balance Sheet Episode 62
19:01
19:01
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This week I have a great intangible balance sheet discussion with Cynthia Lynch, one of my mentors from my time at Georgia Tech! Listen in as we cover her reflections on: The significance of experiences in shaping one's financial perspective Importance of grandparents in relation to the ideas of resilience and hard work Parental emphasis on educati…
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Jim Getz: Intangible Balance Sheet Episode 61
35:19
35:19
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Welcome to this week's conversation with Jim Getz! Check out below for highlights from our conversation. Thank you for joining us! A Grandfather’s influence Liberal Arts training vs business training Teaching as sales training Love at first sight Learning from mentors His own entrepreneurship story Continuous improvement Boundless curiosity Music b…
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Sara Parrish: Intangible Balance Sheet Episode 60
27:50
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Welcome to this week's Intangible Balance Sheet Episode. My Guest this week is Sara Parrish. Check out our conversation for more on how the following elements all play a part in Sara's life. A diverse childhood and cultural upbringing Grandparents influence and memories of jazz How credit score and driving responsiblity are connected Moving to Hous…
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David Van Fleet:Intangible Balance Sheet Episode 59
26:36
26:36
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Welcome to another Intangible Balance Sheet episode. This week I'm joined by David Van Fleet. Check out below for a small portion of what our conversation covers! David reflects on the influence of family upbringing and the importance of discipline and hard work. Making the switch from engineering to management after discovering essential tremors. …
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Chris Misner: Intangible Balance Sheet Episode 58
22:52
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Thank you to Chris Misner for joining the podcast to share from his intangible balance sheet. We dive into the below topics as well as a few others. Listen in for more! Importance of hard work, value of money, and military service from family and spouse Reflects on the impact of circumstances and alternate paths in shaping one's life Role of a civi…
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Diana Lopez Andrade: Intangible Balance Sheet Episode 57
29:15
29:15
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Welcome to another Intangible Balance Sheet episode. This week Diana Lopez Andrade is our guest! Check out below for just some of the topics our conversation covers. The impact of her great-grandmother's strength and traditions in the family The pivotal move to Africa and the mentorship she received from a manager Transformation and humility that m…
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Earl Crochet: Intangible Balance Sheet Episode 56
37:12
37:12
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Welcome to another incredible Intangible Balance Sheet Conversation with Earl Crochet. There are some incredible stories inside today's episode. See below for some of the topics we cover. Enjoy! The influence of heritage Impact of family background and experiences on one's life Earl talks about his family's immigration history, mentioning French an…
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Minal Santhosh: Intangible Balance Sheet Episode 55
22:14
22:14
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Welcome to this week's Episode with Minal Santhosh! This was yet another encouraging conversation. See below for some of what we cover! - Minal shares his professional background and current role at Hewlett Packard - Emphasizes the importance of family and values. - Education and extensive experience in the United States. Family and Values: - Minal…
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Happy Thanksgiving Everyone! Check out today's podcast for more about why I love this holiday and some of our family traditions! Music by bensound.comBy Joshua Klooz
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Financial Planning: More Than Just Portfolio Returns Episode - 89
19:39
19:39
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Welcome to this week's episode of Wisdom and Wealth! Check out below for an outline of today's discussion. Common mistakes in financial planning: Emphasis on retirement and portfolio return assumptions Warning against exclusive focus on short-term gains and market volatility Advocacy for concentrating on factors within one's control Importance of t…
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Tim Thomason: Intangible Balance Sheet Episode 54
23:12
23:12
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Welcome to this week's Intangible Balance Sheet Episode with our guest, Tim Thomason. Drawing from life lessons passed down from his lineage, Tim reflects on the importance of punctuality, hard work, and grit in shaping his successful auto-detailing business. He also opens up about how, even in the face of defeat, a mentor's guiding words echoed th…
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Climbing your own Financial Wall: Episode 88
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Welcome to another episode of Wisdom and Wealth! A few weeks ago my family had the opportunity to explore a rock climbing wall. As I reflected on the experience several parallels to my daily life and the lives of others came to mind. See below for points I cover! 1. Don't compare your path to those around you 2. Remember to enjoy the process 3. Do …
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John McConnell: Intangible Balance Sheet Episode 53
32:47
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Welcome to another great Intangible Balance Sheet Episode from the Wisdome and Wealth Podcast. This week John McConnell joins us to share more from his intangible balance sheet. John's career is an interesting one to be sure and his family story fascinating as well. See below for more of topics we cover! Growing up in Bayfield, Wisconsin. The influ…
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In the past few episodes, we've walked through several of the different questions that I walked through in the planning process with clients and prospective clients. I use these as an opportunity to gain a better sense of what a particular person or family might want their money to accomplish for them. Everyone has a vision. But not everyone feels …
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Welcome to this week’s edition of Wisdom and Wealth! October is family history month and to expand on this topic, I invited Heather Nickerson from Artifcts on to the podcast to discuss how her online platform can help families capture and preserve the stories and memories. Heather has an incredible background after a successful career in government…
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Kerry Siggins: Intangible Balance Sheet Episode 52
23:33
23:33
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This week Kerry Siggins stops by the podcast to share her encouraging story. We cover resilency, the power of responsibility, the privilege of hard work and meeting your own expectations for life. Carrie also gives us a glimpse into her book 'The Ownership Mindset', a reflection on her philosophy about responsibility. Listen in for another great ep…
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Time and Discipline - Friend? or Foe? Episode 85
12:57
12:57
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Have you ever evaluated your financial habits? Have you ever had anyone try to change your mind about your financial habits? Have you ever wondered how those habits compound positively or negatively over time? Check out today's podcast for more! Music by bensound.comBy Joshua Klooz
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Kristen Porter: Intangible Balance Sheet Episode 51
23:08
23:08
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Welcome to this week's Intangible Balance Sheet Conversation with Kristen Porter. You will no doubt be encouraged and blessed as Kristen shares stories of her father's adoption, and the courage, determination, and resiliance which come before her. Finally listen in as Kristen shares how this heritage inspires her today to build and pass on her own …
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Have you ever wondered how your personal memories of money and life experiences shape your decisions and money perceptions? Join me as I share a few of my own memories as well as why I always ask clients about their first memory of money. Music by bensound.comBy Joshua Klooz
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Tony Kipkemboi: Intangible Balance Sheet Episode 50
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Welcome to this week's episode where we hear from Tony Kipkemboi. Tony was born in Kenya but emigrated to the United States, graduated from college, served in the military and now has a successful business career. This is an incredible story full of life lessons and enouragement. Thank you Tony for sharing more about your life's work which is under…
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Navigating the Complexities of Healthcare: Insights from John Samuels, Founder of Better Health Advisors - Episode 83
22:44
22:44
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Have you ever wished you had a healthcare advisor to assist you or your family? John Samuels, is the founder of Better Health Advisors. John has harnessed his experience as a hospital director to become a personal healthcare advisor. Today John’s team at Better Health Advisors assist clients who are facing a new diagnosis, managing chronic illness,…
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Intangible Balance Sheet 49: Nelson James
29:14
29:14
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Welcome in to this week's Intangible Balance Sheet Episode with guest Nelson James. Nelson gives us the gift of his family story and how faith has sustained his family. You'll hear a story involving Percy Foreman, as well as personal growth and redemption. Lastly, listen in as Nelson shares with his grandchildren that the Lord never changes and wil…
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In today's episode I use a framework from George Kinder that I believe helps people get a clearer picture of the causes they desire their time and money to go towards personally, professionally, and philanthropically. Listen in for more! Music by bensound.comBy Joshua Klooz
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Intangible Balance Sheet 48: Thomas Damsgaard
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27:06
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Welcome to this week's Intangible Balance Sheet conversation. We catch up with Thomas Damsgaard, who shares his experiences coming from growing up in Denmark. You'll hear of his tie to agriculture, the importance of family, resourcefulness, hard work and so much more. Thomas shares about how he believes in building a life not of silos but of harmon…
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In this episode I walk through why I believe viewing yourself as a steward of your wealth rather than an owner is helpful. Furthermore, I walk through why you should be preparing the next generation for the task of properly stewarding your resources while you are living! Also, I ask if there are experiences that you want to invest in while you are …
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Intangible Balance Sheet 47: Lisa Schwaller
27:23
27:23
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Welcome to this week's Intangible Balance Sheet Episode with guest, Lisa Schwaller, a master certified coach, who gives us a glimpse into her family's intangible balance sheet. Lisa walks us through her family's unique heritage and work principles of creating opportunities and serving others. Lisa shares a lifestyle that shaped her resilience and a…
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Your Eulogy and your Net Worth Statement - Episode 80
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13:47
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Have you written your eulogy? Have you ever wondered what will be in it someday? Most people come to me asking how much money they need and how long it will last them or what kind of return it can give them in the market. But frankly, I'm more interested in helping people plan for a meaningful eulogy than I am a stout balance sheet or impressive ne…
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Intangible Balance Sheet 46: Mike Alexander
29:48
29:48
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Welcome to this week's Intangible Balance Sheet Episode. This week we hear from Mike Alexander. His incredible optimism and integrity shine through and his story is a testament to unwavering nobility and loyalty. Mike recounts his unique upbringing and how the principles of his Father shaped his life and values. He candidly shares how his father's …
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Navigating Business Transitions and Family Dynamics: Insights from Transition Coach, Chris Yonker: Episode 79
29:29
29:29
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Imagine having the opportunity to sit down with a seasoned business coach, who has navigated numerouse business transitions and exits. Meet Chris Yonker the founder of the Center for Conscious Living and Fulfillment, a transition coach with a knack for guiding small and medium businesses through the complexities of business continuity and successio…
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Intangible Balance Sheet 45: Joanne Marime
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Listen in this week to hear portions of Joanne Marime's intangible balance sheet. She grew up in Kenya, shares her story of coming to America despite having her visa application be denied 7 times! You'll hear themes of perseverance and resilience and also learn more about learning to differentiate between a ‘no’ and a ‘wait’, You wont want to miss …
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Exploring the World of Estate Planning with Ellen Goodwin: Crafting Legacies Through Artifcts: Episode 78
21:18
21:18
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Join us on a captivating conversation with our guest, Ellen Goodwin, co-founder of Artifcts. Ellen brings a fresh perspective to a piece of estate planning and is breathing life into an often-overlooked aspect of our lives. Artifacts, her innovative online platform, serves as a means capturing cherished possessions and the stories they embody. List…
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In this Intangible Balance Sheet Episode, Josh interviews Jim Crump, a health insurance agent and resident of LaGrange, Georgia. Jim shares his background and highlights the importance of family in his life. He mentions that his grandparents instilled important attributes, such as love of country, dedication to duty, and helping others, which he co…
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Episode 77: Deciphering the Financial Advisory Industry: Quality Advice for Long-Term Success
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Have you ever wondered why you should question an advisor's low fees or why their actual retirement plan matters to you? An insightful analysis of the financial advice industry awaits you in this episode, as we pull back the curtain and reveal some of the main factors which truly drive quality advice. Are you partnering with or considering partneri…
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Intangible Balance Sheet 43: David Sawyer
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This week's Intangible Balance Sheet features David Sawyer! Listen in as David shares some of his family story and how he traces his entrepreneurial DNA to his Grandfather. David also shares his experience in transitioning careers and how his desire to continually learn and grow has served him well. Lastly, David shares his desire is to lead his fa…
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Episode 76: Informed Questions Lead to Transparency
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Ready for the next installment of the "forbidden question series?" Today, we will cover why you should ask if your advisor still has actively uses their series 7 license. Why you should ask if they receive fees only or a percentage of revenue on commission and from where? What clarifying questions you can ask about fees. And lastly why low fees sho…
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Intangible Balance Sheet Episode 42: Heidi Weelborg
23:19
23:19
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In this episode of the Wisdom and Wealth Podcast, host Josh Klooz interviews Heidi Weelborg, an estate planning attorney based in Houston, Texas. Heidi shares her background as an attorney, revealing her journey from being a paralegal to pursuing her dream of becoming a lawyer. She discusses her passion for estate planning and her desire to help fa…
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Episode 75: The Power of Informed Questions
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Have you ever wondered how the deluge of digital information impacts our decision-making and conversations with our wealth advisors? Today I coach you through questions you should be asking your current or future financial advisor. Our increased access to information is only helpful if we know how to utilize it accurately and properly. In today’s e…
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Intangible Balance Sheet Episode 41: Rhina Granados
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What do you think shapes a person's character more: their ancestry or their experiences? We're inviting you to a heart-warming conversation with our guest, Rhina Granados, who passionately shares how both these aspects have played a crucial role in shaping her. Rhina shares with us about her childhood in El Salvador, paints vivid imagery of her fam…
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Episode 74: Planning for Caregiving: A Helpful Guide with Kitty Eisele
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For many financial planners, preperation for elder care can become a merely a numeric exercise. I believe this misses the mark completely on what can be one of the most rewarding and meaningful chapters of a client's intangible balance sheet. In this episode Kitty Eisele joins the podcast and shares her personal journey as a caregiver for her elder…
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Intangible Balance Sheet Episode 41: David Malenfant
34:16
34:16
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In this Intangible Balance Sheet Episode of the Wisdom and Wealth podcast, host Josh Klooz interviews Dave Malenfant, who shares his experiences and insights about life, family, and the importance of intangible values. Dave reflects on the stories passed down from his grandparents and parents, emphasizing the resilience, work ethic, and family valu…
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Episode 73: Navigating Net Unrealized Appreciation for Your Future
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Ever wondered how to navigate the complexities of net unrealized appreciation (NUA) and its role in your company plan? Well, this episode is for you. In this episode, I break down the details of NUA, its tax advantages, qualifications, and its place in your employee-sponsored plan. I'll also be shedding light on the potential risks and how over-cen…
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Intangible Balance Sheet Episode 40: David Granato
28:42
28:42
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Welcome to this week's Intangible Balance Sheet episode. This week David Granato, a former military officer and engineer shares his story. We discuss various aspects of David's life, including his upbringing, military experience, and family values. David shares how he decided to attend the Air Force Academy and pursue a career in the Air Force. He …
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Episode 72: Managing Beliefs, Emotions and Stock Options
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Welcome to this weeks edition of Wisdom Wealth! I delve into the importance of reviewing stock option plans within your portfolio. Due to familiarity and comfort, there is this tendency for individuals to have a centralized position in their own company's stock. I emphasizes the need to consider the risks associated with such concentration and asse…
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Intangible Balance Sheet Episode 39: Brandon Hall
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Welcome to this week’s Intangible Balance Sheet Episode. Brandon Hall stopped by to share from his intangible balance sheet. Listen in for stories about his parents and grandparents sacrificing for their family and for how beliefs in Ownership, continuous improvement and never settling for second best guide his daily focus. Brandon shares how he ho…
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Episode 71: Basic Estate Planning with Trust & Will
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Welcome to this week's episode of Wisdom and Wealth where our calling is to enable you to fulfill your own! This week I sit down with Andres Mazabel from Trust & Will for a conversation about affordable and accessable estate planning via their online solution. We get into many topics, including when you need a basic will, powers of attorney and wha…
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Intangible Balance Sheet Episode 38: Joy Schoffler
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38:53
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Welcome to this week’s Intangible Balance Sheet Episode. This week our guest is Joy Schoffler. Her story of learning, growing and creating opportunity is incredible. Listen in for her advice on gaining mentors and learning to be bold and further how that led to her lead and found companies. Listen in for more of Her Intangible Balance Sheet which r…
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