True North Wealth Radio: Recent Episodes
True North Wealth
No frills, no fluff, no commissions.These promises are what True North Wealth Radio brings with their weekly episodes. Lots of “investment groups” talk about Social Security, retirement, and 401k’s but True North Wealth Radio is committed to presenting conversations that will better your life AND be there when YOU are ready to talk Social Security, retirement, and 401k’s.True North Wealth specializes in high net worth clients. So, they know what you expect from the company you trust to help plan your future and manage your hard-earned money. Over the years, they have consistently gained the trust of top earners. Their clients understand that they won’t get a second chance at building a strong net worth, and that serious setbacks can mean retiring with less money, working longer, or both.
Joe Griffin, CEO of True North Wealth, hosts keynote speaker and author, Debbie Peterson. They discuss how to thrive during retirement and other life changes. Debbie talks about the importance of communication and shares tips for having crucial conversations. You can find more information about Debbie on her website DebbiePetersonSpeaks.com. She has free content available for listeners at clarityworkbook.com.
Joe Griffin, CEO of True North Wealth, hosts keynote speaker and author, Debbie Peterson.
Debbie uses her personal experience and knowledge as a Certified Trainer of NLP to help others find "clarity" and become the best versions of themselves.
You can find Debbie on LinkedIn or at her website DebbiePetersonSpeaks.com.
Joe Griffin, CEO of True North Wealth, hosts Fit2Fat2Fit creator, Drew Manning. Drew explains how self-awareness is the key to transformation. Other topics include self love, being uncomfortable, and finding your why.
Drew Manning. Fitness Trainer. Creator of Fit2Fat2Fit & TV show Fit To Fat To Fit Gained 60+ lbs (TWICE) to lose weight with my clients
https://fit2fat2fit.com/
Joe Griffin, CEO of True North Wealth, hosts Fit2Fat2Fit creator, Drew Manning. Drew shares his journey to empathy as a personal trainer by intentionally becoming overweight and experiencing his own weight loss process. Drew feels he is better able to connect with his clients and understand the root of their struggles, including those that are mental and emotional. He is now trying to change the way the fitness industry views health and weight loss.
Drawing from the lessons and insights of his breakout website, Fit2Fat2Fit.com, personal trainer Drew Manning delivers the story of his quest to go from fit to fat to fit again in one year in order to better understand the weight-loss struggles of his clients and the online community. Drew embarked on this journey to prove to clients, website followers, and people across the country that it is possible to get back into shape—and his bottomless desire to kindle a new hope for his readers comes through on every page of Fit2Fat2Fit. With before and after (and after...) photos to that tell their own striking story, and intimate reflections from Drew’s wife Lynn, Fit2Fat2Fit is more than a spectacle or a gimmick; it’s an inspiring story, and sound proof that anyone can reach the level of fitness they desire to make themselves happy.
Joe Griffin, CEO of True North Wealth, hosts author and speaker, Portia Louder. Portia shares her personal experience in federal prison and the lessons she learned along the way. She explains how she navigated relationships with her children and others and her mission to serve those in need.
Joe Griffin, CEO of True North Wealth, hosts author and speaker, Portia Louder. Portia shares her personal experience in federal prison and the lessons she learned along the way. She explains how she navigated relationships with her children and others and her mission to serve those in need.
Joe Griffin, CEO of True North Wealth, hosts speaker and author Julie Lee. Julie expands on her I See You mission and brings her expertise into the workplace. She gives valuable insight for managers and leaders on how to make employees feel seen and the effects this can have on job satisfaction. You can find her at julieleespeaks.com.
Joe Griffin, CEO of True North Wealth, hosts speaker and author Julie Lee. Julie speaks about the importance of social connection in the workplace and becoming a connected leader. You can find her at julieleespeaks.com.
Joe Griffin, CEO of True North Wealth, hosts board-certified Family Physician, John Sanders, D.O.. Dr. Sanders continues the discussion on physician burnout and bringing joy and wonder back into medicine. He also shares how he was inspired to start his own medical practice, Voyage Direct Primary Care.
Joe Griffin, CEO of True North Wealth, and Marty Watkins, President and CFP, host board-certified Family Physician, John Sanders, D.O.. Dr. Sanders explains the concept of physician burnout and how physicians can find enjoyment in their work by honoring their core values. Dr. Sanders runs his own medical practice called Voyage Direct Primary Care in Orem, UT.
Here is the link to his practice. https://voyagedpc.com/
Joe Griffin, CEO of True North Wealth, hosts Rob Ferre, professional speaker and founder of Life of the Party Entertainment. They discuss how to successfully change habits, the power of relationships, and serving others.
Rob cut his chops in entertainment working at Walt Disney World in Orlando, Florida. There he learned the secrets about what makes Disney World the Happiest Place on Earth. It took one person to believe in him, give him the chance to change his life.
Joe Griffin, CEO of True North Wealth, discusses with Rob Ferre, owner of Life of the Party entertainment about the value of mentorship.
Rob cut his chops in entertainment working at Walt Disney World in Orlando, Florida. There he learned the secrets about what makes Disney World the Happiest Place on Earth. It took one person to believe in him, give him the chance to change his life.
Joe Griffin, CEO of True North Wealth, discusses the effect of work environments on personality. He interviews Vanessa Taylor, owner and founder of Taylor Leadership Consulting. Vanessa shares her experiences as a leadership consultant to expand on topics such as workplace culture and toxic work environments.
Joe Griffin CEO, Marty Watkins Founder and CFP at True North Wealth discuss with and Shanna Beeman about how different work environments can affect the personality of employees. They share personal experiences of the impacts of both positive and negative work environments.
Additionally, Joe and Marty address recent concerns about investing in financial markets and what YOU can do to make your money work for you.
Joe Griffin, CEO of True North Wealth, and Sam Watkins, CIO and CFP at True North Wealth, chat with The Job Doctor, Tessa White.
They discuss important topics such as understanding what's important to you as an employee, choosing the right company, making smart decisions about advancing within a company, and how to ask for a raise.
Tessa also shares her personal journey to becoming The Job Doctor.
Joe Griffin, CEO of True North Wealth, and Marty Watkins, President and CFP of True North Wealth, chat with The Job Doctor, Tessa White. Today they discuss parenthood and share personal experiences and lessons learned. They explore the importance of time, love, and allowing children to make mistakes.
Joe Griffin, CEO of True North Wealth, and Sam Watkins, CIO and CFP of True North Wealth, chat with The Job Doctor, Tessa White. They explore the current landscape of employer-employee relationships.
Tessa describes the need for employees to be seen and heard by employers and how to have the conversations to achieve that goal.
Joe Griffin, CEO of True North Wealth, and Marty Watkins, Founder and President explore the question, "How much should I be saving?" They also discuss the most common causes of debt and how to avoid them
At True North Wealth we build long-term client relationships, beginning from a foundation of mutual trust and respect. We’re here to help you achieve clarity about your entire financial picture—to help you intelligently manage today and plan for tomorrow. We never forget that all our work begins and ends with you.
If this type of relationship sounds like one you’d like to be part of, please contact us to schedule a complimentary consultation.
Joe Griffin, CEO of True North Wealth, and Marty Watkins, Founder and President explore the quote from the White Coat Investor - "Show me what someone did financially their first year out of residency and I can with surprising accuracy predict the rest of their financial journey”
Instant (or immediate) gratification is a term that refers to the temptation, and resulting tendency, to forego a future benefit in order to obtain a less rewarding but more immediate benefit.
At True North Wealth we build long-term client relationships, beginning from a foundation of mutual trust and respect. We’re here to help you achieve clarity about your entire financial picture—to help you intelligently manage today and plan for tomorrow. We never forget that all our work begins and ends with you.
If this type of relationship sounds like one you’d like to be part of, please contact us to schedule a complimentary consultation.
Joe Griffin talks insurance with Sloan Ellison of Farmers Insurance and True North Wealth CFP, Michael Espinosa.
Sloan shares what people need to know about home and auto insurance, umbrella policies, and how to choose the best coverage based on your needs.
Joe Griffin hosts entrepreneur Johnny Johnson for the second week. Johnny shares lessons his father taught him about finances and how he now teaches his own children. He also explains the importance of sacrifice and commitment in achieving goals.
Joe Griffin hosts entrepreneur Johnny Johnson. Johnny shares the story of his success in business and how he approaches important decisions. Joe and Johnny also discuss the importance of open communication in relationships in regard to finances.
Joe and Sam continue the conversation with estate attorney Michael Glassford. Topics include the role of a trustee, the parts of estate planning and why they are important, how to assemble a professional team, and types of trusts.
Joe and Sam discuss estate planning with estate attorney Michael Glassford. They explore common barriers and pitfalls to end of life planning and how to overcome them to create a successful plan for all parties involved.
When thinking about tax planning/tax strategy who do you have working on your side? Gather your team. Make a plan.
Tax incentive and credit Cash Recovery Expert. We help the small business owner recover and use the tax incentives and credits available to them. Amazon, Starbucks, Microsoft all have legions of tax advice enabling them to use every strategy in the books. The small business owner doesn't have this luxury. We are the conduit between the small business owner and the tax incentives that they failed to claim.
Joe Griffin, Sam Watkins, and Marty Watkins are joined by Justin Maxwell of Small Business Incentive Consultants. They discuss the importance of tax strategy and how CPAs and financial planners can work together to serve their clients most effectively.
Tax incentive and credit Cash Recovery Expert. We help the small business owner recover and use the tax incentives and credits available to them. Amazon, Starbucks, Microsoft all have legions of tax advice enabling them to use every strategy in the books. The small business owner doesn't have this luxury. We are the conduit between the small business owner and the tax incentives that they failed to claim.
Joe Griffin interviews Devin Thorpe for a second week. Devin shares some of the challenges he experienced in the years leading up to his parents' passing. The conversation transitions into the importance of estate planning and family relationships. Devin and Joe also discuss the roles of purpose and passion during working years and into retirement.
Joe Griffin hosts Devin Thorpe as he discusses running for congress, writing 6 books, and why he considers himself to be a "champion of social good."
Devin is a champion of social good. Drawing on more than 1,200 interviews with changemakers, he shares their “superpowers for good.” As a Forbes contributor, with over 500 bylines and over two million unique readers, he became a recognized name in social impact. His YouTube show, featuring celebrities, CEOs, billionaires, entrepreneurs—including Bill Gates—and others who are out to change the world, gave him a recognizable face as well.
Today on True North Wealth Radio, Sam Watkins and Joe Griffin host Clint Pulver.
They discuss the difference between leadership and management, how being a leader means being a mentor, and the importance of making connections with employees. Clint also shares his perspective on the mindset of employees in today's climate and what they are seeking in a work environment.
Clint Pulver is an Emmy Award-winning, motivational keynote speaker, author, musician, and workforce expert.
He’s also fun, dynamic, entertaining – and the no-stress speaker clients love to work with.
In his new book, I LOVE IT HERE, retention and generational workforce expert Clint Pulver pulls back the curtain to reveal the research and unscripted truths of the 10,000+ employees he has interviewed as the Undercover Millennial – which unveils the reasons for their lasting loyalty – and what triggers them to head for the exit door. Full of actionable strategies and proven methods to diminish employee turnover and skyrocket retention. I LOVE IT HERE shares the magic behind how extraordinary leaders create companies their people never want to leave.
Joe Griffin interviews Clint Pulver about his new book, I Love It Here: How Great Leaders Create Organizations Their People Never Want to Leave.Clint also describes the support he's received from business leaders such as John Maxwell.
To find out more about True North Wealth - Please visit TrueNorthWealth.com
Joe, Marty, and Sam discuss the ins and outs of 529 plans. They specifically outline Utah's 529 plan which provides a financially savvy way for families to save for college and other qualified education expenses. You can find more information about Utah's 529 plan at My529.org.
In this episode of True North Wealth, Marty, Sam, and Joe, discuss the importance of saving for retirement and the mindset and habits that make that possible. They also express gratitude to physicians and all medical staff who make personal sacrifices to provide optimal care and compassion to patients.
A wedding dress, an iPhone find your phone app, and an eye to the future - some of the many stories shared in this episode.
Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in success.
Are you being greedy?
Are you being complacent?
Are you being Arrogant?
Those 3 questions posed to Eric by his mentor Claude Hicken have shaped the way Eric ran Executech and the way he has lived his life.
Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in success.
How does one of the world's oldest sports lead to a multi-million dollar IT business?
Find out as we visit with Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in success.
We loved the article put together by SmartAsset.com so we decided to discuss "Mistakes People Make when Choosing a Financial Advisor"
1. Hiring an Advisor Who Is Not a Fiduciary
2. Hiring the First Advisor You Meet
3. Choosing an Advisor with the Wrong Specialty
4. Picking an Advisor with an Incompatible Strategy
5. Not Asking about Credentials
6. Not Understanding How They are Paid
7. Trying to Hire an Advisor on Your Own
Mindset - In decision theory and general systems theory, a mindset is a set of assumptions, methods, or notions held by one or more people or groups of people. A mindset can also be seen as arising out of a person's world view or philosophy of life
Identity- Identity is the qualities, beliefs, personality, looks and/or expressions that make a person or group. One can regard the awareness and the categorizing of identity as positive or as destructive. A psychological identity relates to self-image, self-esteem, and individuality.
Purpose- The reason for which something is done or created or for which something exists.
About Dallin Parkinson
Life’s struggles don’t just go away or clear up on their own. I help people move toward their peak functioning: in academics, employment, or relationships. I focus on helping my clients gain tools, transformed perspectives, and the support they need to gain resilience so they can rise up to meet life as it is instead of hoping it will change for them. In the process, they change their life. Let’s address the root issues so you can move forward. Whether you’re a couple struggling with frequent disagreements, a college student debilitated by anxiety, or a teenager struggling with figuring out who you want to be, let's get to work!
Growth mindset describes a way of viewing challenges and setbacks. People who have a growth mindset believe that even if they struggle with certain skills, their abilities aren’t set in stone. They think that with work, their skills can improve over time.
About Dallin Parkinson
Life’s struggles don’t just go away or clear up on their own. I help people move toward their peak functioning: in academics, employment, or relationships. I focus on helping my clients gain tools, transformed perspectives, and the support they need to gain resilience so they can rise up to meet life as it is instead of hoping it will change for them. In the process, they change their life. Let’s address the root issues so you can move forward. Whether you’re a couple struggling with frequent disagreements, a college student debilitated by anxiety, or a teenager struggling with figuring out who you want to be, let's get to work!
- Do They Want the Business?
- Is it a fair price?
- Are they ethical?
- How well can they do the job I'm hiring for?
Jody Farley started college in the early 1980s, but life had other plans. Marriage and children delayed her graduation by a quarter-century.
Farley began at BYU out of high school, but she soon transferred to marry a medical student at the U. Later, she had two children and started working to support the family. Like so many other young moms in college, she dropped out at 22.
But she never took her eyes off the prize. With two of her four children graduates of the U., she returned to campus two years ago and loved it.
"It was really rejuvenating," Farley said. "There is such an energy about learning and being around the kids. It was much easier. People don't trust the skills they have gained. You forget you can learn."
Jody Farley started college in the early 1980s, but life had other plans. Marriage and children delayed her graduation by a quarter-century.
Farley began at BYU out of high school, but she soon transferred to marry a medical student at the U. Later, she had two children and started working to support the family. Like so many other young moms in college, she dropped out at 22.
But she never took her eyes off the prize. With two of her four children graduates of the U., she returned to campus two years ago and loved it.
"It was really rejuvenating," Farley said. "There is such an energy about learning and being around the kids. It was much easier. People don't trust the skills they have gained. You forget you can learn."
Tessa is the founder of The Job Doctor, a company dedicated to moving employee performance from average to extraordinary, and building strong company leaders with highly engaged employees. Tessa is recognized nationwide as a media expert on people strategy and career navigation, and has been published in Forbes, Entrepreneur, Apple News, and Inc. Frequently used by investors to assess the people strategies of many companies, she has led multiple restructures, acquisitions, and prepared companies for initial public offerings.
Dr. Vernon J. Cooley is an orthopedist in Salt Lake City and Park City, Utah and is affiliated with multiple hospitals in the area, including Heber Valley Medical Center and Intermountain LDS Hospital. He received his medical degree from Harvard Affiliated Hospitals and has been in practice for more than 20 years.
Dr. Vernon J. Cooley is an orthopedist ins Salt Lake City and Park City, Utah and is affiliated with multiple hospitals in the area, including Heber Valley Medical Center and Intermountain LDS Hospital. He received his medical degree from Harvard Affiliated Hospitals and has been in practice for more than 20 years.
Quinn is honored to work at Hale Centre Theatre. Quinn enjoys the opportunity to work both on the stage and behind the scenes. Quinn has been featured in several productions including Adam, in Seven Brides for Seven Brothers, Chauvlin in The Scarlet Pimpernel, and Gaston in Disney's Beauty and the Beast. When not on stage, Quinn helps in Development, Meeting and Events, and general strategy at Hale Centre Theatre. Previous to his time at HCT he worked with Flying J as the Northern Regional Sales Manager overseeing financial and insurance services. Quinn earned his Bachelors Degree in Music and an MBA, both at Utah State University.
Quinn is honored to work at Hale Centre Theatre. Quinn enjoys the opportunity to work both on the stage and behind the scenes. Quinn has been featured in several productions including Adam, in Seven Brides for Seven Brothers, Chauvlin in The Scarlet Pimpernel, and Gaston in Disney's Beauty and the Beast. When not on stage, Quinn helps in Development, Meeting and Events, and general strategy at Hale Centre Theatre. Previous to his time at HCT he worked with Flying J as the Northern Regional Sales Manager overseeing financial and insurance services. Quinn earned his Bachelors Degree in Music and an MBA, both at Utah State University.
If it involves ambulance billing in Utah, Dart has likely been involved in some form or another. He has focused on ambulance billing, collecting, claims processing, technology, and consulting for many of the Fire Departments in the State of Utah. Dart was instrumental in the integration of ImageTrend ePCR into the State of Utah as well as CAD/ePCR automation for FSPC Clients. He is continually looking for innovative products, services, and relationships that add value to FPSC's Clients.
If it involves ambulance billing in Utah, Dart has likely been involved in some form or another. He has focused on ambulance billing, collecting, claims processing, technology, and consulting for many of the Fire Departments in the State of Utah. Dart was instrumental in the integration of ImageTrend ePCR into the State of Utah as well as CAD/ePCR automation for FSPC Clients. He is continually looking for innovative products, services, and relationships that add value to FPSC's Clients.
Marty is the Founder and President of TrueNorth Wealth and the primary Certified Financial Planner® currently managing over $430 million in client assets. He graduated with a B.A. in History from Brigham Young University. He loves mountain biking, enjoying the outdoors, and spending time with his wife and two sons.
But how did Marty become so passionate in helping clients make the best choices with their money?
Hear his story in this episode.
David Paul Koelliker passed away peacefully in 2019. One of his favorite proverbs was, "Thee lift me, and I lift thee, and we'll ascend together."
David lived a life of lifting others.
Of all his many accomplishments, the role he cherished most was husband and father. He loved to coach, throw the ball, race, golf, camp, play 1-on-1, "ping it up", set goals, and read with his children. He was also a pillar of faith He looked out for those who didn't always fit the "mold" and became a second father to many young men.
Dave lived life to the fullest, had a contagious laugh, and reminded us not to take life too seriously. Dave invented the "Kore Baseball" with his children and loved volunteering at the homeless shelter and the Salt Lake Temple.
One of his favorite quotes, "Every soul matters." He lived a life of quiet service.
In 2009, David was diagnosed with a brain tumor. Throughout his 10 year battle, he underwent three brain surgeries, chemotherapy, radiation, clinical trials, seizures, a stroke, and several other challenges. But he never lost hope or faith. He was committed to sharing a message of love, and would frequently say "It's all about love", "Live with love today", and "Only hugs in this house". In David's words, "May we think of tough times as opportunities: Opportunities to learn. Opportunities to serve. Opportunities to bring our world a little closer together."
- What am I good at?
- What do I like to do?
- What does the world need?
Dr. Richard S Boyer, MD is a doctor primarily located in Salt Lake City, UT, with other offices in Riverton, UT and Salt Lake City, UT. He has 48 years of experience. His specialties include Diagnostic Radiology, Neuroradiology, Pediatric Radiology.
Dr. Richard S Boyer, MD is a doctor primarily located in Salt Lake City, UT, with other offices in Riverton, UT and Salt Lake City, UT. He has 48 years of experience. His specialties include Diagnostic Radiology, Neuroradiology, Pediatric Radiology.
Clint Pulver is an Emmy Award-winning, motivational keynote speaker, author, musician, and workforce expert.
He’s also fun, dynamic, entertaining – and the no-stress speaker clients love to work with.
In his new book, I LOVE IT HERE, retention and generational workforce expert Clint Pulver pulls back the curtain to reveal the research and unscripted truths of the 10,000+ employees he has interviewed as the Undercover Millennial – which unveils the reasons for their lasting loyalty – and what triggers them to head for the exit door. Full of actionable strategies and proven methods to diminish employee turnover and skyrocket retention. I LOVE IT HERE shares the magic behind how extraordinary leaders create companies their people never want to leave.
Purchase Clint's Book
Finding GREAT employees is hard enough as it is - but continually finding, training, and retaining GREAT employees is the hard of this discussion with Clint Pulver.
Clint Pulver is an Emmy Award-winning, motivational keynote speaker, author, musician, and workforce expert.
He’s also fun, dynamic, entertaining – and the no-stress speaker clients love to work with.
In his new book, I LOVE IT HERE, retention and generational workforce expert Clint Pulver pulls back the curtain to reveal the research and unscripted truths of the 10,000+ employees he has interviewed as the Undercover Millennial – which unveils the reasons for their lasting loyalty – and what triggers them to head for the exit door. Full of actionable strategies and proven methods to diminish employee turnover and skyrocket retention. I LOVE IT HERE shares the magic behind how extraordinary leaders create companies their people never want to leave.