Morgan on Purpose, the podcast.

Behind the buzzwords with Bill Mulvahill

Searching for a financial advisor means getting inundated with certain buzzwords. For a long time it was “fiduciary” and now it's “virtual family office.” But what do these terms really mean?  In this episode, Morgan and Bill discuss what a traditional family office is, how it’s evolved into a multi-family office, and the current trend toward virtual family offices. Beyond that, they look at what it takes to build a truly supportive virtual family office, and what questions to ask an advisor to see if you’ll really get that level of support. Not sure if a virtual family office is what you need? This is the episode for you. Ready to get to work right away? Learn more by visiting www.trailheadplanners.com. Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].

Flipping the script with Shawna Ohm

This week we’re venturing into new territory: Our first guest host. Content 151’s Shawna Ohm joins the podcast to grill Morgan about his upcoming book “Don’t Die at Your Desk.” The conversation ranges from: * Why Morgan felt compelled to write this book now * The push and pull of big picture questions, like the purpose and legacy of what you’re building… versus the day-to-day questions like who to hire first * How Morgan found his purpose working with entrepreneurs, and how he hopes this book can help create even more value for that key audience. If you enjoyed the conversation, make sure you like and subscribe so you can be the first to get updates about the book’s publish and pre-order date. Plus, let us know what you think of the guest host format—is this something we should do again?! You can learn more about Shawna and her work by visiting her company’s website www.Content151.com or connecting with her on LinkedIn. Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].

Designing your exit with Ryan Ray

Every business owner will exit their business at some point—the only question is whether it happens by design or by default. In this episode, Morgan talks with business strategist Ryan Ray about how to approach exit planning with intention. They go beyond valuations and deal structures to explore the deeper questions: Why is it so hard to step away? What does “ready” actually look like? And how do you balance financial goals with the life you’re trying to build outside the business? Ryan shares how he helps owners identify where they’re stuck, remove themselves as the bottleneck, and begin building systems—and teams—that can operate independently. Along the way, they discuss the role of fear, the myth of perfect timing, and the tradeoffs every owner has to navigate. Whether your exit is years away or not quite on your radar yet, this episode offers a framework for thinking about it on purpose.  Connect with Ryan on Linked https://www.linkedin.com/in/ryanraysr/ [https://www.linkedin.com/in/ryanraysr/] and learn more about his business here: https://rgahub.short.gy/webinar [https://rgahub.short.gy/webinar]  Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].

Playing the long game with Bogumil Baranowski

What does it mean to truly play the long game with your money—and your life? In this episode, Morgan sits down with investor, author, and “Talking Billions” host Bogumil Baranowski for a \conversation on investing, identity, and the deeper purpose behind wealth. They explore the idea of an “infinite time horizon” and why the best investors—and families—think far beyond their own lifetimes. From lessons learned during the pandemic while writing Crisis Investing to the role advisors play in moments of uncertainty, Bogumil shares how to stay grounded when the world feels anything but. Along the way, they unpack the mental models that shape how we think about money—like why building wealth might be less like climbing a mountain and more like rolling a snowball. If you’re thinking about your financial future, your family, or how to take a more intentional, long-term approach to wealth, this episode is for you. Learn more about Bogumil - https://www.bogumilbaranowski.com/ Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].

How C-suite moms can change the game with Amelia Gandomi Lewis

For too long, we’ve watched women debate in circles around whether or not they can have it all. But that question doesn’t really matter to the C-suite moms in the thick of it. For those moms—moms who are managing operations and encouraging excellence in boardrooms AND soccer sidelines—there’s no time for debate, there’s only time to do. Enter: Amelia Gandomi Lewis, an executive leadership coach who helps C-suite moms take a step back and unlock their full potential. In this podcast we go through some of Coach Amelia’s tips for helping women work smarter, not harder. This podcast is for anyone who: * Feels like a victim of their own success. * Gets passed over for promotions. * Feels like their team is dropping the ball. * Ends up parenting their staff and managing their children … instead of the other way around. With plenty of takeaways for anyone who wants to be a better leader, regardless of gender or parental status. Learn more about Amelia: https://coachamelia.com/emmpower [https://coachamelia.com/emmpower] and her master class: https://coach-amelia2025.myflodesk.com/emmpowermasterclass [https://coach-amelia2025.myflodesk.com/emmpowermasterclass]   And if you’re interested in learning more about the work I do check out https://morganranstrom.com/ [https://morganranstrom.com/entrepreneurs/] and https://trailheadplanners.com [https://trailheadplanners.com]  Thank you for listening! Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media: LinkedIn [https://www.linkedin.com/in/morganranstromcfp], Instagram [https://www.instagram.com/morganonpurpose], YouTube [https://www.youtube.com/@MorganOnPurpose], Facebook [https://www.facebook.com/people/Morgan-on-purpose], and X [https://x.com/morganranstrom].