Leadership Lessons from Sports, Hollywood, and Hospitality

Paul Speaker emphasizes the importance of adaptability, creativity, and the willingness to learn from others.

The Hidden Costs of Index Funds: What Every Investor Must Know

Ray Lucia Jr. uncovers the hidden fees quietly eating away at investor returns, why over-diversification might be holding you back, and how financial advisors can build stronger portfolios with high-conviction investing.

The #1 Retirement Fear (And How to Avoid It)

Ray Lucia Jr. explores what constitutes a sound financial decision, applies a business mindset to wealth structuring, and breaks down the real value of having a financial advisor.

AI & Insurance: Closing the Deal with Craig Bender

Learn how a young entrepreneur is leveraging AI technology to transform the insurance and sales industry.

Entrepreneurship, Risk-Taking & Bourbon: The Story of Cask & Coast Bourbon

Dive into Cask & Coast CEO and former San Diego City Council Member Mark Kersey's journey to bourbon entrepreneurship.

#014 Vaulted Views - Meet the Southern Savant of Retirement Planning

Retirement Planning Fundamentals and Lessons from 30-Year Industry Veteran Chris Lloyd, CFP, CHFC, MBA.

#013 Vaulted Views - How to Build Community Through Technology

Explore the intersection of entrepreneurship, community-building, and innovation in the tech world with entrepreneur Josh Hotsenpiller.

#012 Vaulted Views - The Entrepreneurial Mindset: Lessons Learned from Startups and Beyond

Executive Coach, Keynote Speaker, and CEO Stacey McKibbin's lessons for entrepreneurs, managers, and aspiring Leaders.

#011 Vaulted Views - Pivoting in Style: How Adaptability Drives Business Success

How Lucas Lujano's innovation and adaptability fueled business growth amid unexpected challenges.

#010 Vaulted Views - Tackling Money and Football: Lessons from the Gridiron with Rashard Cook

Rashard's journey from NFL to Financial Advisor is one of resilience. Tune in!

#009 Vaulted Views - Sarah Jeltema: Dive into the World of Whiskey

#008 Vaulted Views - Rick Plum, CFP®: Life Lessons from "The Professor" of Retirement Planning

Rick shares his story of how he pivoted from his original desire to fly fighter jets to discovering an even greater passion for financial planning.