Mastering the 360 Mindset

“How do I decide if private markets are the right fit for my portfolio?” If you’re considering private investments, tying up money can feel like a big trade-off when you’re unsure what you’ll gain. An attractive investment idea alone doesn’t explain how it fits your cash needs or the rest of your portfolio. For some investors, the added complexity may make no private-market allocation a reasonable choice. In this episode, Jon Meyer speaks with Michael Sustarsic, CFA®, Managing Director and Head

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 have the time. In this episode of Mastering the 360 Mindset, Jon Meyer explores five questions he frequently hears from people approaching or living in retirement. He examines when continued saving can work against the life you’ve built, why spending can feel uncomfortable even when the numbers support it, and how money can be used to buy

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 trust it? Understanding what these tools can and can’t do may help you decide where AI belongs in your life. In this episode, Jon Meyer speaks with Woody Taylor, Owner of Paramis.ai, about practical ways individuals can use AI. They explore how better prompts, voice interaction, citations, and personal context can improve results. Woody a

Good decisions don’t always produce immediate wins, and acting just because you’re uncomfortable can create bigger problems than waiting. How do you know when patience gives you an edge, and when it’s finally time to act? In this episode, Jon Meyer speaks with Chris Potenza, President of Rinkside Advertising Network and Front Burner Sports and Entertainment, about how competitive poker has shaped the way he approaches investing, business ownership, and decision-making. Chris explains why discipl

Most people don’t think much about their health until something feels wrong. By then, many of the decisions available years earlier have already disappeared. In this episode, Jon Meyer sits down with Dr. Charles Svendsen, MD, MBA, Chief Medical Officer of Astride Health, to discuss how preventive healthcare changes the way we think about aging, chronic disease, and long-term wellbeing. They explore why today’s healthcare system often rewards treatment instead of prevention, how advanced testing

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 generation? And how can better communication, thoughtful planning, and family values help families create a legacy that lasts longer than the assets themselves? In this episode, Jon Meyer sits down with Chad Halbur, CFA®, CTFA, President and Shareholder of Cornerstone Private Asset Trust Company, to discuss the estate planning decisions tha