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On the show
From 16 epsHosts
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Recent episodes
88: The Letter His Dad Never Got to Give Him
Jun 18, 2026
1h 30m 35s
87: Stop Carrying Expectations You Never Agreed To
Jun 15, 2026
30m 38s
86: The Book That Freed Us from Trying to Be Enough
Jun 8, 2026
26m 17s
85: How Trade Schools Prepare Students for Successful Careers with Jason Altmire
Jun 1, 2026
39m 01s
84: Why This Compliance Officer Loves Taking Risks
May 25, 2026
32m 22s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/18/26 | ![]() 88: The Letter His Dad Never Got to Give Him | A legacy letter, a father's voice, and the question every child carries for the rest of their life without asking out loud. Blake Brewer, founder of Legacy Letter, joins Keith Tyner and Doug Shrieve to share how a letter his father wrote before his unexpected death became the framework for helping more than 20,000 families pass down what matters most.This episode walks through the Legacy Letter framework from beginning to end: apology, unconditional love, specific affirmation, belief in your children's future, shared memories, and the advice that only sticks when it follows genuine connection. Blake draws on stories from parents across the country, like a Delta Force veteran whose son reads his letter every week to a daughter who told her mom it was the best Christmas of her life. Keith and Doug close with their own reflections on what this work means for the families Gimbal serves.Key Topics:Legacy letter writing: how to start, what to include, and how to structure a letter that lastsFatherhood and parenting: communicating love, pride, and belief in ways children carry into adulthoodApology and reconciliation: the five elements of an apology that actually opens a child's heartEmotional intelligence and identity: how parental affirmation shapes how children see themselvesLegacy planning and family values: writing the letter before life makes it urgentLearn more and schedule a conversation at gimbalfinancial.com. | 1h 30m 35s | ||||||
| 6/15/26 | ![]() 87: Stop Carrying Expectations You Never Agreed To | Keith packed everything for the Inca Trail. A porter could have carried most of it for a few dollars a day. It’s a good picture of how most of us handle life.In this conversation, Keith Tyner and Doug Shrieve of Gimbal Financial talk through the expectations, costs, and burdens people carry without ever deciding to. They cover the SpaceX IPO and what investor history actually teaches, why the idea that parents fund college only dates to the 1980s, how housing cost is the single biggest financial variable most people can control, and what Doug learned about carrying the need to be liked well into adulthood. It’s a financial conversation that keeps turning into a life conversation, which is usually how the best ones go.Key Topics:SpaceX IPO excitement and what Facebook’s public offering history teaches about hypePersonal responsibility in financial planning: the pack-your-own-chute principleCollege funding expectations and the 1980s shift that put new weight on middle-class familiesHousing cost as the primary financial variable you can controlThe burden of wanting to be liked: what it costs and what letting it go frees upFun, communication, and shared activity as the foundation for sound long-term financial decisionsKeith and Doug started talking about this the day before they recorded it. That’s usually a sign.Learn more and schedule a conversation at gimbalfinancial.com. | 30m 38s | ||||||
| 6/8/26 | ![]() 86: The Book That Freed Us from Trying to Be Enough✨ | self-worthidentity+4 | — | — | — | self-worthidentity+5 | — | 26m 17s | |
| 6/1/26 | ![]() 85: How Trade Schools Prepare Students for Successful Careers with Jason Altmire✨ | trade schoolsskilled labor+3 | Jason Altmire | Trade Up | — | trade schoolsskilled trades+3 | — | 39m 01s | |
| 5/25/26 | ![]() 84: Why This Compliance Officer Loves Taking Risks✨ | regulatory compliancebusiness growth+3 | Sue Mitchell | Gimbal Financial | — | compliancebusiness+5 | — | 32m 22s | |
| 5/18/26 | ![]() 83: Home Maintenance Tips Every New Homeowner Needs with Expert Repairman Micah Langmaack✨ | home maintenancefirst-time homeowners+4 | Micah Langmaack | Gimbal Financial | — | homeownershipmaintenance checklist+4 | — | 32m 43s | |
| 5/11/26 | ![]() 82: Simple Brain Science That Can Change Your Life with Dr. Lee Warren✨ | neurosciencemental health+4 | Dr. Lee Warren | Gimbal Financial | — | neurosciencemental health+6 | — | 41m 00s | |
| 5/4/26 | ![]() 81: How to Enjoy Your 40s and Still Retire Strong✨ | financial stabilityfamily dynamics+3 | — | Gimbal Financial | — | 40sretirement+5 | — | 36m 19s | |
| 4/24/26 | ![]() 80: What Actually Matters in Your 20s (It's Not What You Think)✨ | twentiespurpose+5 | — | — | — | twentiespurpose+5 | — | 23m 21s | |
| 4/20/26 | ![]() 79: Is Modern Financial Planning Missing the Point?✨ | financial planninginvestor behavior+3 | — | Gimbal Financial | — | financial planning401k+3 | — | 34m 17s | |
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| 4/16/26 | ![]() 78: How to Say No (And Stop Living an Average Life)✨ | decision makingfinancial outcomes+3 | — | — | — | saying noopportunity cost+3 | — | 34m 37s | |
| 3/30/26 | ![]() 77: From Hopelessness to Freedom: A Forgiveness Story with Rick Underhill✨ | forgivenessemotional health+3 | Rick Underhill | Gimbal Financial | — | forgivenessbitterness+3 | — | 1h 23m 46s | |
| 3/23/26 | ![]() 76: Is Home Care the Right Move for Your Aging Parents?✨ | home careaging parents+4 | David MorganTracy Seals | Gimbal FinancialSenior Home Companions | — | home careaging parents+5 | — | 35m 41s | |
| 3/16/26 | ![]() 75: Social Connection Isn't What It Used to Be✨ | social connectiontechnology impact+4 | — | Gimbal Financial | — | social mediadigital communication+5 | — | 26m 47s | |
| 3/9/26 | ![]() 74: Hall of Fame Leadership Lessons from Coach Mark Richt✨ | leadershipcoaching+4 | Mark Richt | Gimbal Financial | — | leadership lessonsMark Richt+5 | — | 37m 17s | |
| 3/2/26 | ![]() 73: Build Unshakable Self-Confidence in 8 Weeks with Steve Haines✨ | self-confidencepersonal development+4 | Steve Haines | Dale Carnegie CourseDale Carnegie | — | self-confidenceDale Carnegie+5 | Gimbal Financial | 26m 44s | |
| 2/23/26 | ![]() 72: How to Enjoy Retirement Without Running Out of Money✨ | retirement planningwealth management+3 | — | — | — | retirementfinancial security+3 | — | 28m 22s | |
| 2/16/26 | ![]() 71: How AI Can Fix Your Cash Flow (Before Lifestyle Creep Wins)✨ | artificial intelligencecash flow+4 | — | Gimbal Financial | — | AIcash flow+5 | — | 25m 42s | |
| 2/9/26 | ![]() 70: This Generosity Strategy Can Lower Your Taxes | Most families think about generosity emotionally—but few think about it strategically.In this episode, Keith and Caleb break down a surprising way to give generously while improving your tax planning, especially for families with significant assets. When done correctly, generosity doesn’t just improve the world around you—it can reduce taxes, preserve family wealth, and help future generations thrive.We walk through the four ways wealth is typically used over a lifetime: consumption, taxes, loss, and giving. While most people fixate on spending and investing, high-net-worth families often overlook how intentional giving can become one of the most efficient tools in their overall financial plan.You’ll learn:Why taxes are often the biggest “silent consumer” of wealthHow generosity can be structured to reduce tax dragA practical example of using tax-advantaged strategies to benefit family and future generationsWhy “giving later” is often less effective than giving intentionally todayThis is not about charity for charity’s sake. It’s about aligning your values with smart tax planning so your wealth does more than sit on a balance sheet or get lost to Uncle Sam. If you’ve ever wondered whether you can be generous and financially disciplined, this conversation will change how you think about giving.If you want help building generosity into your tax and financial plan, work with us at https://www.gimbalfinancial.com. | 27m 29s | ||||||
| 2/2/26 | ![]() 69: What I Learned in My First Year as a Financial Advisor | What can you really accomplish in your first year as a financial advisor?In this episode, Keith sits down with Caleb Tyner for an honest, behind-the-scenes conversation about the lessons that only come from being in the trenches—working with real families, navigating real markets, and learning what it actually takes to give meaningful financial advice.From mastering financial advisor fundamentals to learning how to communicate clearly without industry jargon, this discussion explores what surprised Caleb most during year one on the job. We talk openly about confidence, decision-making, client relationships, market volatility, and why humility and lifelong learning matter far more than having all the answers.If you’re someone thinking seriously about becoming an financial advisor, this episode offers valuable perspective on how advisors grow, how experience compounds over time, and why long-term thinking beats short-term tactics. You’ll also hear why relationship-based advising, emotional discipline, and clear communication are essential when helping families steward wealth across decades, not just market cycles.If you’re looking for thoughtful, long-term financial guidance, work with us at https://www.gimbalfinancial.com. | 31m 43s | ||||||
| 1/26/26 | ![]() 68: Hate Your Job? It Might Be Overpaying You | Most people believe their worst job was a waste of time. The low pay. The long hours. The frustration. The feeling of being stuck.But what if the job you hated was actually overpaying you?In this episode, Keith and Doug take a candid look at the lessons learned from the worst jobs we’ve ever had—from fast food counters to hotel front desks—and why those experiences quietly shaped skills that paid dividends for decades. This is not a motivational speech. It’s a practical reframing of work, training, and long-term value that especially matters if you’ve ever thought, “I hate my job” or “This can’t be it.”You’ll hear why:A paycheck is often the least valuable part of a jobThe worst roles frequently deliver the best trainingEarly work experiences build empathy, discipline, and perspectiveLearning to think long-term matters more than short-term incomeThis conversation is especially relevant for families, professionals, and parents guiding young adults through early career decisions and for anyone building wealth with intention, not just income.If you’re thinking beyond today’s job and toward a more intentional financial future, we’d love to help.→ Work with us: https://www.gimbalfinancial.com | 30m 29s | ||||||
| 1/19/26 | ![]() 67: How to Master Cash Flow in 2026 (And Why It Matters) | Cash flow is more than a budgeting exercise—it is the reality check that determines whether your money is truly supporting the life you want to live.In this episode, Doug walks through a comprehensive guide to cash flow, breaking it down into practical, real-world terms for families navigating career transitions, major purchases, retirement planning, or simply trying to create more financial margin. From wages and business income to taxes, expenses, investments, and giving, cash flow reveals not just where your money goes but what it values.You will learn why you should review your cash flow every year, how cash flow impacts net worth, why memories and experiences matter just as much as numbers, and how to use cash flow as a tool for better communication with your spouse and familyThis episode introduces a simple framework for evaluating money in, money out, and net cash flow—along with practical steps you can implement in under 90 minutes using tools you already have.If you want help turning your cash flow into long-term financial stability, we would love to talk.👉 Work with us: https://www.gimbalfinancial.com | 26m 32s | ||||||
| 1/12/26 | ![]() 66: A Doctor’s Perspective on Dementia and End-of-Life Care with George Elmes, M.D. | When a parent begins to decline from dementia, families are often forced to make decisions with no perfect answers—only tradeoffs. In this episode, Keith and Doug sit down with experienced physician, Dr. George Elmes, M.D., to talk candidly about helping aging parents with dementia, navigating end-of-life care, and knowing when it’s time for family members to step in.This conversation goes beyond medical theory and into real-life scenarios families face every day: taking away car keys, recognizing cognitive decline, and deciding when independence must give way to safety. We also explore why dementia is often hidden by those diagnosed, how families miss early warning signs, and why waiting too long can leave everyone reacting instead of planning.You’ll hear a physician’s perspective on quality of life versus quantity of life, how medical technology can extend life without improving it, and why families must think long-term—not just crisis to crisis. Most importantly, we discuss how to approach these moments with compassion, clarity, and the goal of having no regrets.This episode is especially relevant for families with substantial assets who want to coordinate medical decisions with thoughtful financial planning—before a crisis forces rushed, emotional choices.If your family is facing dementia or planning for aging parents, professional guidance matters. We help families align medical realities with financial clarity.Work with us at https://www.gimbalfinancial.com. | 40m 39s | ||||||
| 1/5/26 | ![]() 65: Ten Wedding Planning Mistakes to Avoid (and What to Do Instead) with Elizabeth Owens | Planning a wedding is one of the most meaningful (and expensive) decisions a couple will make. Yet many families approach wedding planning without the guidance they need to avoid unnecessary stress, wasted money, and regret. In this episode, Keith and Doug interview wedding planner Elizabeth Owens to break down 10 essential wedding planning do’s and don’ts every couple should consider before the big day.Drawing from real-world experience with couples, Elizabeth discusses what actually matters versus what simply adds cost without adding value. From guest lists and vendors to timing, food choices, and flow of the day, this conversation helps couples make confident, informed decisions that align with both their values and their finances.You’ll learn why:→ Smaller, intentional guest lists often lead to better experiences→ The right vendors, especially DJs and coordinators, can make or break the day→ Trends like first looks, private last dances, and late-night snacks are growing in popularity→ Overspending on décor rarely delivers lasting impact→ Preparation leads directly to peace on your wedding dayWhether you’re newly engaged or helping a child plan their wedding, this episode offers practical wedding planning advice designed for families who care about long-term financial health, not just one event.If you want guidance that goes beyond the wedding day and supports your broader financial life, we’d love to help.🔗 Work with us at https://www.gimbalfinancial.com🔗 Work with Elizabeth at https://www.savethedaysisters.com | 29m 41s | ||||||
| 12/22/25 | ![]() 64: Taxable vs. Tax-Deferred vs. Tax-Free: Which Is Best? | When it comes to retirement planning and tax planning, one of the most common questions families ask is: which is best—taxable, tax-deferred, or tax-free accounts? The honest answer is more nuanced than most articles or headlines suggest.In this episode, Keith and Doug break down how taxable accounts, tax-deferred accounts (like traditional IRAs and 401(k)s), and tax-free accounts (like Roth IRAs) actually work and why the “best” option depends on your income, tax bracket, time horizon, lifestyle goals, and giving intentions. This is not a black-and-white decision. It’s more like solving a Rubik’s Cube, where every move affects another side.We walk through real-world scenarios, including retirement income planning, required minimum distributions, charitable giving strategies, and how different asset types impact both taxes today and flexibility later. We also discuss why diversifying your tax exposure can create more control and confidence throughout retirement.If you’re approaching or already in retirement, thinking about legacy planning, or simply want to make smarter decisions with significant assets, this conversation will help you reframe how you evaluate account types and long-term strategy.Work with us at https://www.gimbalfinancial.com. | 35m 05s | ||||||
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