Episodes

“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...

Insurance costs have been rising fast, and many homeowners are wondering what changed. Why do policies feel more expensive, more restrictive, and harder to understand? In this episode, Jon Meyer talks with Crosby Warren, Insurance Advisor and Partner at Cox Insurance Associates, Inc., about the recent shift in home, auto, and umbrella insurance. Crosby explains why premiums rose, how deductibles and roof coverage have changed, what policyholders should review, and why umbrella and uninsured moto...

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 options when it’s time to move on. What separates a smooth transaction from a frustrating one? And what can business owners do today to prepare for a future sale? In this episode, Jon Meyer sits down with Blake Johnson, President of SealedBid Marketing, to discuss the business sale process from preparation through closing. They explore why own...

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 matter most? And how can planning go deeper than numbers to shape a better life? In this episode, Jon Meyer speaks with Dr. Meghaan Lurtz, Partner at Shaping Wealth and Partner at Beyond The Plan®, about how money, relationships, and identity intersect. They explore why couples struggle to communicate about finances, how major life transiti...

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 from what actually matters, and build a portfolio that can hold up through changing conditions? In this episode, Jon Meyer speaks with Brad Long, CFA®, Chief Investment Officer of Wealthspire and Fiducient Advisors, about the core decisions that shape long-term portfolio outcomes. They explore asset allocation, investor behavior, taxes, i...

Healthcare costs continue to rise, yet many people overlook one of the most powerful tools available for managing medical expenses while building long-term wealth. How did we get disconnected from the true cost of healthcare, and what can we do about it today? How can a simple savings account transform both your approach to medical spending and your retirement planning? In this episode, Jon Meyer sits down with John Young, CEO of Consumerdriven and HSA Industry Ambassador to the HSA Council of t...

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 impact, donor-advised funds are becoming an important part of the conversation. In this episode, Jon Meyer sits down with Chris Boyce, Senior Charitable Consultant at Schwab Charitable, to explore how donor-advised funds fit into the intersection of wealth, time, and values. Together, they unpack current trends in philanthropy, including why mor...

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, permission, and perspective matter just as much as the numbers. In this episode, Jon Meyer shares how the 360 Mindset came to life, talks through the connection between health, wealth, and time, and explains why so many people feel stuck even when they have the resources to move forward. Jon also opens up about the language we use around mon...

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 philosophy connecting health, wealth, and time, and explains how this 360 perspective can help you make decisions that truly align with your life. Drawing from his unconventional start in fundraising and decades in financial services, Jon reveals why success is about leading clients toward meaningful goals, not just managing money. He als...

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.