Great Aspirations

By Wealthspire Advisors

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Category: Investing

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Episodes: 25

Description

Welcome to Great Aspirations, Wealthspire's podcast series on life, wellness, and financial advice. Hosted by the CEO of Wealthspire, Michael LaMena, each episode shares the experiences of extraordinary people whose stories inspire others to think big, find balance, and explore the possibilities of achieving health, wealth, and happiness. Season 1 highlights game changers in financial services - women who have elevated the industry through their extraordinary achievements.


Episode Date
Driven Beyond Limits: Robert Wickens on Resilience, Reinvention, and the Road Back
Apr 21, 2026
The Power of Giving: LTC (Ret) Robert Grunewald's Service in Action
Mar 30, 2026
Beyond the Fairway: Purpose, Giving, and Legacy with Harris English
Jan 20, 2026
From Breaking News to Building Legacy: Angie Lau's Journey to Living a Life Fulfilled
Jun 10, 2025
Dreams Achieved: Caroline Gaynor's Lessons from Guiding Visually Impaired Athletes
Mar 31, 2025
Life in Full Bloom: Jim McCann’s Impact and Legacy on Modern Business and Philanthropy
Feb 18, 2025
A Wish Fulfilled: Matthieu Pavon’s Journey to the Masters
Jan 14, 2025
The Highest Peak: A Band of Brothers’ Pursuit of Fellowship, Fundraising and Fun
Nov 14, 2024
Empowered: Mike James’ Inspiring Journey to Leadership and Philanthropy
Oct 10, 2024
Life in Abstract: Abbott Stillman’s Inspiring Journey from Real Estate to Art
Sep 13, 2024
Health and Wealth: How two sisters combined forces to help women take charge of their lives
Jan 15, 2024
Building a Village: Mike Delgass and Christine Lai on Supporting the Special Needs Community
Dec 13, 2023
Value Beyond Investing: How Bento Engine helps client-centric Advisors deepen existing relationships
Nov 13, 2023
Planning for Life’s Next Chapter: How Cobi Blumenfeld-Gantz helped simplify Medicare for clients and advisors
Oct 16, 2023
Closing the Gap: How Trevor Rozier-Byrd is bridging the racial wealth gap through investment app, Stackwell
Sep 18, 2023
The New Skool Approach: How FiComm modernized marketing and helped advisors strengthen client relationships
Aug 16, 2023
The Business of Experience: How Dennis Moseley-Williams helps financial organizations create transformative experiences for clients.
Jul 24, 2023
Teaching Finance: Rachel Haberman’s journey from English teacher to Aspiring Financial Advisor
May 02, 2023
Designing Success: Channing Olson’s path to RIA leadership through operational excellence
Apr 12, 2023
Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership
Mar 13, 2023
From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.
Feb 27, 2023
Leadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadership
Feb 14, 2023
Tech Savvy: How Alia Wagenhoffer shifted gears from being a financial advisor to leading fintech.
Jan 17, 2023
Words of Wisdom: How financial reporter Anora Gaudiano shifted careers to become a financial advisor
Dec 12, 2022
From Hollywood to High Net Worth: How Heather Flanagan is helping redefine family office services in the RIA Industry
Nov 11, 2022