*Drumroll please… And the #1 episode of 2024 is episode #1!

Our launch episode focused on the ethos of what the podcast would become, and it continues to gain new listeners despite nearing its one-year anniversary! We hope you enjoy as much as we have.

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Welcome to the inaugural episode of the Envizion More Podcast. I’m uniquely excited to finally share what we’ve been working on in secret for the last 6 months. Today’s conversation will help give you a taste of the conversations we’ve been capturing and what’s to come.

I’m joined by my good friend Trent Booth, CEO of Veritas Leadership. He’s my professional coach who has a knack for bringing out the best in those around him–you’ll hear from him frequently on this show.

Today, we answer the cornerstone question, “What does it mean to Envizion More?” (And why a podcast about it?)

Here are a few of the soundbites you’ll come across in today’s episode:

Financial success ruins as many families as it strengthens. How do we find and protect our core values in the midst of wealth?

70% of wealth disappears in the second generation. How do we mentor our kids to take what we’ve built and steward it well, accelerating our family wealth and impact through generations 2 and 3?

We encourage our clients to plan for “financial independence.” Don’t work 40 years to put your feet up and coast with no purpose. We want our clients to manage their wealth towards maximum freedom–freedom to pursue your family's calling and vision.

I hope you enjoy this opening episode, and if you’d like to check out the show notes or learn about our work at Vizionary, visit us at EnvizionMore.com.

00:00 Financial empowerment beyond retirement planning

10:39 Personal growth through extensive reading

13:50 Challenging biases for financial breakthrough

17:28 Rethinking vision: Impact over retirement

30:21 Using wealth to accelerate values through generations

39:40 Breaking generational mindsets for success

45:50 Practicing intentional family conversations on values

51:27 Avoiding entitlement in generational wealth

1:03:02 Storytelling for accessible financial concepts

Envizion More: http://www.EnvizionMore.com

Vizionary Wealth: http://www.VizionaryWealth.com

Our Facebook: https://www.facebook.com/VIZIONARYWEALTH

Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/

Veritas Leadership Group: https://www.veritasleadershipgroup.org/

Trent’s LinkedIn: https://www.linkedin.com/in/trentbooth/

Disclosures: http://www.VizionaryWealth.com

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, Bryce Wagner has experienced more transformation than most seasoned leaders.

Instead of college, he chose the entrepreneurial route and now oversees a franchise business nearing $1M in annual revenue. He’s transformed his health, losing 150lbs and building muscle mass. He’s embracing mentors and reading 50+ books a year.

How did he arrive at this point at only 19? His story (so far) is one of extreme ownership. Not perfection. Ownership.

Bryce’s journey is a wealth of insight for anyone who wants to empower their kids to chase big dreams. Our hope is not that they become like us–it’s that they lap us again and again.

00:00 Introduction to Bryce Wagner's Leadership Journey

04:12 Transformation through Discipline and Leadership

10:30 Reading to Lead: Bryce's Key Books

17:45 Managing Early: Bryce's Introduction to Business

25:28 College vs. Entrepreneurship

32:40 Embracing the Family Business

39:15 Overcoming Bullying: Building Resilience as a Leader

47:02 The 75 Hard Challenge: Mental Grit Meets Habits

54:19 Negotiating Equity Deals as a Teenager

1:12:27 Dealing with Failure

1:20:42 Finding the Bigger Goal

1:29:50 Family Goals and Lifetime Giving

1:37:33 The Emotional Aspect of Leadership: Control and Connection

Envizion More: http://www.EnvizionMore.com

Vizionary Wealth: http://www.VizionaryWealth.com

Our Facebook: https://www.facebook.com/VIZIONARYWEALTH

Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/

Disclosures: http://www.VizionaryWealth.com

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 episodes from 2024, was our 4th episode, featuring Justice Volz. We hope you enjoy it!

“Very rarely do you get to walk the entrepreneurial journey with your mentors. That’s one of the biggest privileges of having mentors as partners. My dream is to do the same thing with my kids.”

In this episode, we sit down with Justice Volz, managing partner of Liberty Entertainment, who shares his remarkable entrepreneurial quest as a young managing partner of a growing franchise business. With a hub on Ocean City, New Jersey’s boardwalk, Justice has a wealth of insight earned by experience.

Together with his brother and the strategic mentorship of Wayne Wagner, Justice navigates the narrative of their business evolution – from weathering setbacks to transformative acquisitions. Justice also shares about the benefits (and challenges) of family business dynamics.

Key Themes Include:

• Mentorship Matters: Time-tested wisdom is critical.
• Resilience is Rewarding: Facing challenges head on is the path to rare flourishing.
• Legacy Over Currency: Profit is the fuel, not the end goal.

We'll also be joined by the insightful Trent Booth, who explores the layers of multi-generational business growth, the impact of strong mentorship, and the significance of leaving more than just financial wealth to future generations.

• 03:25 Small business genesis and personal resilience
• 08:42 Funding, startup pitfalls, and strategic pivots
• 14:09 Wayne's mentorship and venture growth insights
• 20:15 Transformative acquisitions
• 33:29 Resilience amidst pandemic challenges
• 39:45 Entrepreneurs' goals: ministry, wealth, and infrastructure
• 46:00 Values advancement over political polarization
• 58:12 Work-life balance and seasonal working patterns
• 1:04:28 Valuing experience and supporting alternative careers
• 1:32:05 Authentic customer engagement and innovative sales training

Envizion More: http://www.EnvizionMore.com

Vizionary Wealth: http://www.VizionaryWealth.com

Our Facebook: https://www.facebook.com/VIZIONARYWEALTH

Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/

Disclosures: http://www.VizionaryWealth.com

Connect with Justice on LinkedIn: https://www.linkedin.com/in/justice-volz-735288273/