Welcome to the “Off the Wall” Podcast

The podcast redefining wealth for founders and high-earning execs. Let’s dive in!

Filter By Category: Wealth Building for Executives

Adding onto our last episode for executives on navigating career growth and transitions, this time we’re talking about peak performance and finding purpose in your executive role, wealth, and beyond. Today on Off the Wall, hosts Jessica Gibbs and David Armstrong welcome Dr. Julie Gurner, a nationally recognized executive performance coach and psychologist who’s helping executives achieve world-class performance in fast-paced, high-pressure, and highly competitive environments.

Are you an executive getting ready for your next career move? Need advice on how to step away from your current role and figure out what’s next? Thinking of taking a sabbatical or transitioning to retirement? Tune in to the expert advice you need to make your next move successful! In this episode of Off the Wall, host Jessica Gibbs welcomes Deborah Brecher, President and Managing Director of Tandem Group, to give you advice on navigating change, growth, and transitions

"Rich" is a number, "wealth" is a mindset. Dr. Brian Portnoy, one of the world's leading experts on the psychology of money, joins the podcast to discuss his book The Geometry of Wealth: How To Shape a Life of Money and Meaning. Brian explains how money fits into your happiness and the life you want to lead (not the other way around)—it's what he calls "funded contentment.

May 18, 2022 Behavioral Investing

Are you looking for clarity, conviction and unfiltered advice about your wealth?

You’ve come to the right place.

Stay up to date!

Subscribe to our “Off the Wall” Blog for articles and videos on all things wealth management, by all members of our Team. Unlike Facebook, we will never share your data with anyone.