Envizion More

Welcome back to our Best of 2024 Year in Review!

Today, we dig into our #2 episode from the first year with guest Bryce Wagner. This conversation gave us insight into the unique mind of 19-year-old Bryce, an entrepreneur who has an uncommon perspective on value creation, thinking strategically, and stewarding your mindset.

Today's episode was our 7th episode, featuring Bryce Wagner. We hope you enjoy it!  

At just 19 years old, Br...

We are closing in on the one-year mark of the Envizion More Podcast, so we are taking a moment to revisit our top 3 episodes of 2024!

These conversations resonated the most, offered engaging conversation, and encouraged listeners to Envizion More. Whether you’re listening again or catching them for the first time, we’re excited to share these standout moments with you. 

Today's episode, and the final installment in our top 3 episo...

"When families fail to plan, they plan to fail. Estate planning isn’t just about documents—it’s about preserving peace."

In this episode of Envision More, Wayne Wagner Jr. is joined by Chris Young, a veteran estate planning attorney with over 30 years of experience. As a partner at Archer & Greiner, Chris has worked on complex, high-net-worth cases, helping families navigate the intricacies of wealth transfer and legacy plannin...

“On the balance sheet of your future, is your health a liability or an asset?”

Unfortunately, every advisor has seen their own version of this story: a client spends decades building a robust net worth only to experience a life-changing medical event as early as their 50’s or 60’s. The life they spent decades saving for now looks entirely different.

That’s the story our guest today, Stevyn Guinnip, is devoted to avoiding. She has a...

"The past is prologue, but it doesn’t have to be — we have the power to chart a new trajectory for our lives."

In this episode, Wayne Wagner, Trent Booth, and Nate Wagner dive deep into the critical importance of holistic wellness and self-awareness as the foundation for effective leadership in our families, businesses, and communities. 

Together, they explore the 5 Dimensions of Wellness — Physical, Psychological, Emotional, Socia...

"If we understand why we’re making changes, we can take small steps today that will shape the life we truly want."

In this episode of Envizion More, Wayne Wagner is joined by Trent Booth of Veritas Leadership Group and Nate Wagner, leadership coach and counselor, for an inspiring and practical discussion on how to map out 2025. Together, they walk you through a proven framework—the Wheel of Life—to evaluate where you are now, envis...

Welcome to another inspiring episode of the Envizion More Podcast! In this episode, Wayne Wagner dives deep into the art and strategy of financial vision casting as a family. Learn how to collaboratively plan your year ahead, set financial goals, and align your family's values with practical steps for a prosperous future.

Download the PDF Discussion Guide: https://www.vizionarywealth.com/mapping-2025 

What You'll Learn in This Epis...

We have the privilege of working with high-performing families, but what keeps a family close in the midst of individual success?

Today’s returning guests Chris and Melissa Smith have dedicated their careers to helping families forge a common bond around core values and vision. Their work through Family Brand (linked below) is a powerful framework to help families answer the critical question, “Who are WE?”

We’re ready to tackle th...

For most people, your 40’s represent a challenge: your income is the highest it’s ever been, but life is more expensive than ever too. And busier.

As a result, your 40’s tend to be a balancing act of priorities in the areas of money and time. How you prioritize will determine the life you lead, both now and in the critical coming years.

Today’s episode breaks down some of the key financial strategies and vehicles we see for clients...

Welcome to Week 2 of our new series Planning by the Decade. This week’s focus: financial priorities in your 30s.

Our 30s are a decade filled with burgeoning responsibilities and significant life changes. Life gets busier–and more expensive–but our opportunities get bigger too.

Because many 30-somethings (mistakenly) think they’re too young for a financial advisor, we are diving into the planning topics we wish more people knew abou...

Most people don’t start working with a financial planner until much later in life–but the early years are some of the most important in financial planning.

Kicking off our series Planning by the Decade, this episode is specifically geared to those in their 20’s as we explore the powerful role of mentorship, continuous learning, and the significance of a personal mission statement. 

Wayne shares his journey of self-reflection and hi...

Excited to share our latest episode of the Envizion More Podcast, featuring an in-depth conversation with Russ Nesevich, an experienced estate planning attorney. Hosted by Wayne Wagner Jr., this episode brings invaluable insights on planning for the future, whether you're building your wealth, protecting your family, or planning your legacy.

Key Takeaways:

1️⃣ The Importance of Comprehensive Estate Planning

Understand why estate pl...

“Our ceiling is limited by our ability to handle conflict effectively.”

Tune into the latest episode of the Envizion More Podcast featuring Nate Wagner, President of the Actuator Leadership Group. This episode is packed with powerful insights on conflict resolution, leadership, and fostering a productive corporate culture. As the financial landscape evolves, so must our approaches to team dynamics and organizational growth.

🎙️ Key...

In today's episode, we have the pleasure of chatting with Dr. Samuel Dyer, a trailblazer in the pharmaceutical industry and the head of the Medical Science Liaison (MSL) Society. Dr. Dyer shares his compelling journey, from being the first in his family to attend college, facing immense personal and financial challenges, to eventually graduating from medical school at the age of 51.

We'll dive into how Dr. Dyer discovered the MSL r...

“Identity drives behavior. If we want winning behavior, we need to cultivate winning identities.”

Today’s episode dives deep in the origin story of co-host and coaching extraordinaire Trent Booth of Veritas Leadership Group. We explore Trent's fascinating journey, from his Canadian upbringing and immigration to the US, to his extensive experience in public speaking, sales, and entrepreneurship. We'll also discuss his unplanned vent...

Today’s guest is a master at his craft: complex, high net worth tax strategy. Where most CPA’s take a reactive approach to planning, Ian Sloan helps clients be proactive where it matters most.

Our conversation today is a brief masterclass on high-net-worth tax strategies with an emphasis on entrepreneurial leverage. We'll be diving deep into smart tax strategies—from setting up separate LLCs for equipment purchases to optimizing re...

Experiences–especially travel–are one of the greatest investments families can make. Whether you’re bonding through fun or scheduling time away to reflect, experiences can become core memories when we are intentional.

In today’s episode, we sit down with certified travel agent Jennifer Hancock of Magical Moments Vacations. Her specialization: creating exceptional experiences tailored for the “why” you envision for your time togethe...

“25% of the population are Baby Boomers, ranging from 60 to 80+. How prepared are we for the wave of caregiving that’s just beginning?”

Caregiving is a complex (and sensitive) topic for many families. Clients and members of our team find themselves navigating it presently as parents experience the challenges of aging. 

• What do our aging relatives want for their care preferences? 
• Read more