1/ I don't usually get emotional during client meetings. But this one hit differently. A retired client I have worked with for several years was feeling the strain of inflation and lower portfolio values.

I did NOT expect a historian to come after compound interest, but here we are. Joseph points out that compounding needs 2 things most Americans never had time and assets that actually compound. Details in the full episode youtu.be/doUAK3VWQEI

Believe it or not, crypto isn't new. Americans issued their own private currencies for most of the country's history. By the dawn of the Civil War there were 10k in circulation. Joseph’s verdict: every self-issued currency has eventually gone to 0. youtu.be/doUAK3VWQEI

The Consumer Financial Protection Bureau found the biggest predictor of financial wellness wasn't income or inheritance, it was something called an "internal locus of control" — believing you can act on the world. Take a listen to learn more - youtu.be/doUAK3VWQEI

Frederick Douglass insisted in his speech "Self-Made Men" that people could still go ahead and build something for themselves. Coming from a man whose audience was full of people who'd once been enslaved, that kind of optimism hits differently youtu.be/doUAK3VWQEI

Is the constant drumbeat of financial doom real or just noise? Joseph told me there's no incentive for journalists, politicians, or academics to tell you things are getting better. Outrage gets clicks, votes, and tenure. Check out the full conversation youtu.be/doUAK3VWQE

We act like this is the most uncertain financial time in American history; it's not. Historian Joseph Moore showed me people were declaring the American dream dead 300 yrs before the phrase even existed. Financial anxiety has never been new, just amplified youtu.be/doUAK3VWQEI

What happens to a business once the founder is gone? Shawna and I discuss two unlikely case studies — HBO's Succession and GE's Jack Welch — to make the point. Listen to the full episode. youtu.be/pavdgamxpWg?si=4MEO…

Growing up around entrepreneurship can make it harder, not easier, to claim the title yourself. We open up about the identity shift it took to actually call myself a business owner — and how it changed the way I work with entrepreneurs today. bit.ly/4yJyH0P

Here’s a staggering stat: most business owners who sell end up regretting it within a year. In this clip, Shawna and I dive into why this happens. Listen to the full episode. youtu.be/pavdgamxpWg?si=4MEO…

Business owners build their companies because they want control. So why do so few have a real exit plan? Shawna is back to interview me to dig into the irony @ the heart of business ownership, and why avoiding the exit conversation is its own kind of risk bit.ly/4yJyH0P

My upcoming book Don't Die at Your Desk isn't just about selling a business; it's about escaping the identity that traps many owners. I explore the "rocket ship to freedom" idea, and why so many entrepreneurs never reach escape velocity youtu.be/pavdgamxpWg?si=4MEO…

Getting financial advice from TikTok? Here's what most don't realize: the person onscreen likely isn't a fiduciary, so they have 0 legal obligation to put your interests first. Morgan breaks down what "fiduciary" actually means. youtu.be/FLO3L26muCo?si=Uqr8…

Meeting with your tax person, then estate attorney, then investment manager, and somehow YOU'RE the one translating? That's the experience for many, and it's a time suck. Morgan + Bill explain what changes when a wealth advisor coordinates. bit.ly/45Zq1Hb

Fiduciary. Virtual family office. These sound impressive, but how do you know who's delivering and who's just borrowing the language? Bill breaks down why financial jargon gets watered down & why it's on YOU to vet who's really walking the walk. youtu.be/FLO3L26muCo?si=Uqr8…

Hiring your own estate attorney, accountant, and investment team? That's the traditional (and traditionally out-of-reach) family office model. What's the alternative? Bill Mulvahill breaks down the *virtual family office* bit.ly/45Zq1Hb

It’s one of those “billion-dollar phrases” in financial circles: Family office. But what does a family office actually do? And are family offices accessible (or relevant) to real people. Check out the full podcast youtu.be/FLO3L26muCo?si=Uqr8…

What if I told you there was a FREE type of business insurance, that's just 4 letters long? It's called having a PLAN. This simple act can help you avoid the 5 "Ds" that often ruin an entrepreneurial business. Want more tips like this? Preorder my new book bit.ly/3TFzGQ6

I used to ignore systems and focus only on growth. It worked—until my business got bigger and everything started breaking. Growth needs the right engine, tools, and support. If you want to scale, you have to upgrade how you operate. morganranstrom.com/dont-die-…

When my business grew, everything broke—until I hired an ops manager. Turns out I wasn’t bad at systems, just at executing them. The right hire changed everything. Your “weakness” is someone else’s strength. Build support, and you both win. morganranstrom.com/dont-die-…

No one will care about your business as much as you do, it’s your vision. But teams can be invested when they believe in what they’re building. Create a clear, purpose-driven vision before you hire, and the right people will buy in and grow with you. morganranstrom.com/dont-die-…