Sep 2, 2026 · 50 min · 21 segments
Money is never just about money. It’s about the people we love and the future we’re all trying to protect, especially in the moments we never see coming. In this episode of Wealth on Main Street, we…
Jeff TreleavenGuest
Richard CanfieldHost
Jayson LoweHost
My mom was great, kept the roof over our head and that, but my brother and I just had to figure out our financial way.

And who would go on a trip without travel insurance? They realize that accidents happen.

They don't take care of the stuff that can change the trajectory of their lives forever.

And so once we embrace that, Let's take the next step to say, what can we do to just do the best we can to prepare for those uncertainties? Unfortunately, that got sidetracked because of life and because of the loss of my daughter.

What really changed in the course of that tragic moment was you realize what I was doing, I was comfortable in the corporate space, but I was extremely unfulfilled.

I need to do something different where I can have an impact and actually be best example for my daughter that I could.

And if I was to, again, have the same compassion for myself as I do for the people that come into my life, he's taking care of his family.

We really truly don't know how much time we have with the people that we love and don't wait for life to remind you of what matters.

Call the person, right? Take the trip, have the crucial conversation, create the memories.

My mom was great, kept the roof over our head and that, but my brother and I just had to figure out our financial way.

And who would go on a trip without travel insurance? They realize that accidents happen.

They don't take care of the stuff that can change the trajectory of their lives forever.

And so once we embrace that, Let's take the next step to say, what can we do to just do the best we can to prepare for those uncertainties? Unfortunately, that got sidetracked because of life and because of the loss of my daughter.

What really changed in the course of that tragic moment was you realize what I was doing, I was comfortable in the corporate space, but I was extremely unfulfilled.

I need to do something different where I can have an impact and actually be best example for my daughter that I could.

And if I was to, again, have the same compassion for myself as I do for the people that come into my life, he's taking care of his family.

We really truly don't know how much time we have with the people that we love and don't wait for life to remind you of what matters.

Call the person, right? Take the trip, have the crucial conversation, create the memories.
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