Shows / Mastering the 360 Mindset
Mastering the 360 Mindset
Welcome to Mastering the 360 Mindset with Jon Meyer from BGM Wealth Partners. In this podcast, we offer a fresh perspective for those who optimize every angle of life – health, wealth, and time. We challenge conventional wisdom, shift mindsets, and bring clarity to the unknown. If you’re willing to invest in a better future for you and your loved ones, this is your space. Tune in to redefine balance, give yourself permission to enjoy life, and take control of what truly matters.
Episodes
- Mastering the 360 Mindset
When Saving More Starts Working Against Your Retirement (Ep. 13)
You spent decades learning how to save. Retirement may require learning something much harder: when to spend, give, connect, and use your money while you still…
- Mastering the 360 Mindset
How AI Could Change Your Health, Money, and Time with Woody Taylor (Ep. 12)
AI is becoming more personal, but if you’re thinking about using it to make sense of your health, finances, or everyday decisions, how much should you actually…
- Mastering the 360 Mindset
What Poker Can Teach Us About Better Business and Investment Decisions with Chris Potenza (Ep. 11)
Good decisions don’t always produce immediate wins, and acting just because you’re uncomfortable can create bigger problems than waiting. How do…
- Mastering the 360 Mindset
Preventive Healthcare for a Healthier Future with Dr. Charles Svendsen, MD, MBA (Ep. 10)
Most people don’t think much about their health until something feels wrong. By then, many of the decisions available years earlier have already…
- Mastering the 360 Mindset
Building an Estate Plan That Lasts Across Generations with Chad Halbur (Ep. 9)
Building wealth is one challenge. Helping it benefit future generations is another. Why does so much family wealth fail to make it beyond the second or third…
- Mastering the 360 Mindset
What Homeowners Need To Know About Rising Insurance Costs with Crosby Warren (Ep. 8)
Insurance costs have been rising fast, and many homeowners are wondering what changed. Why do policies feel more expensive, more restrictive, and harder to…
- Mastering the 360 Mindset
Selling a Business: What Owners Need to Know Before Going to Market with Blake Johnson (Ep. 7)
Thinking about selling your business someday? The decisions you make years before a transaction can have a major impact on value, buyer interest, and your…
- Mastering the 360 Mindset
Planning Beyond Money: Relationships, Transitions, and Meaning with Dr. Meghaan Lurtz (Ep. 6)
Money decisions often feel logical, but the emotions behind them tell a very different story. Why do families avoid the hardest conversations, even when they…
- Mastering the 360 Mindset
AI, Inflation, and the Investment Decisions That Shape Portfolio Outcomes with Brad Long, CFA® (Ep. 5)
Big market moves can pull investors toward quick reactions, but lasting results often come from steady thinking and better questions. How do you separate noise…
- Mastering the 360 Mindset
Understanding HSA: From Healthcare Reform to Retirement Wealth with John Young (Ep. 4)
Healthcare costs continue to rise, yet many people overlook one of the most powerful tools available for managing medical expenses while building long-term…
- Mastering the 360 Mindset
Giving With Intention: How Donor-Advised Funds Fit Into a 360 Mindset (Ep. 3)
Charitable giving is changing, not just in how people give, but when and why they do it. As families think more intentionally about legacy, purpose, and…
- Mastering the 360 Mindset
Why the 360 Mindset Matters: Purpose, Not Just Planning (Ep. 2)
Many people spend years saving for the future, yet struggle to enjoy the life they worked so hard to build. In this episode, Jon Meyer explores why purpose…
- Mastering the 360 Mindset
Think in 360: Living with Clarity Around Health, Wealth, and Time (Ep. 1)
How do you create a mindset that helps you make smarter life and money decisions? In this debut episode of Mastering the 360 Mindset, host Jon Meyer shares the…
- Mastering the 360 Mindset
Mastering the 360 Mindset Coming Soon
Welcome to Mastering the 360 Mindset with Jon Meyer from BGM Wealth Partners. In this podcast, we offer a fresh perspective for those who optimize every angle…