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Mastering the 360 Mindset

Jon Meyer

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.

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Episodes

15 episodes

  1. How Do I Decide Whether Private Markets Fit My Portfolio? (Ep. 14) 41:07
  2. When Saving More Starts Working Against Your Retirement (Ep. 13) 32:34
  3. How AI Could Change Your Health, Money, and Time with Woody Taylor (Ep. 12) 46:02
  4. What Poker Can Teach Us About Better Business and Investment Decisions with Chris Potenza (Ep. 11) 41:10
  5. Preventive Healthcare for a Healthier Future with Dr. Charles Svendsen, MD, MBA (Ep. 10) 43:22
  6. Building an Estate Plan That Lasts Across Generations with Chad Halbur (Ep. 9) 41:33
  7. What Homeowners Need To Know About Rising Insurance Costs with Crosby Warren (Ep. 8) 53:50
  8. Selling a Business: What Owners Need to Know Before Going to Market with Blake Johnson (Ep. 7) 41:28
  9. Planning Beyond Money: Relationships, Transitions, and Meaning with Dr. Meghaan Lurtz (Ep. 6) 53:05
  10. AI, Inflation, and the Investment Decisions That Shape Portfolio Outcomes with Brad Long, CFA® (Ep. 5) 48:58
  11. Understanding HSA: From Healthcare Reform to Retirement Wealth with John Young (Ep. 4) 45:58
  12. Giving With Intention: How Donor-Advised Funds Fit Into a 360 Mindset (Ep. 3) 32:08
  13. Why the 360 Mindset Matters: Purpose, Not Just Planning (Ep. 2) 19:25
  14. Think in 360: Living with Clarity Around Health, Wealth, and Time (Ep. 1) 20:04
  15. Mastering the 360 Mindset Coming Soon 0:30