Mastering the 360 Mindset
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.
Episodes
Money decisions often feel logical, but the emotions behind them tell a very different story.
Why do families avoid the hardest conversations, even when they matter most? And how can planning go deeper than numbers to shape a better life?
In this episode, Jon Meyer speaks with Dr. Meghaan Lurtz, Partner at Shaping Wealth an...
Big market moves can pull investors toward quick reactions, but lasting results often come from steady thinking and better questions.
How do you separate noise from what actually matters, and build a portfolio that can hold up through changing conditions?
In this episode, Jon Meyer speaks with Brad Long, CFA®, Chief Investm...
Healthcare costs continue to rise, yet many people overlook one of the most powerful tools available for managing medical expenses while building long-term wealth.
How did we get disconnected from the true cost of healthcare, and what can we do about it today? How can a simple savings account transform both your approach to medical spending and your retirement p...
Charitable giving is changing, not just in how people give, but when and why they do it. As families think more intentionally about legacy, purpose, and impact, donor-advised funds are becoming an important part of the conversation.
In this episode, Jon Meyer sits down with Chris Boyce, Senior Charitable Consultant at Schwab Charitable, to explore how donor-advi...
Many people spend years saving for the future, yet struggle to enjoy the life they worked so hard to build. In this episode, Jon Meyer explores why purpose, permission, and perspective matter just as much as the numbers.
In this episode, Jon Meyer shares how the 360 Mindset came to life, talks through the connection between health, wealth, and time, and explains...
How do you create a mindset that helps you make smarter life and money decisions?
In this debut episode of Mastering the 360 Mindset, host Jon Meyer shares the philosophy connecting health, wealth, and time, and explains how this 360 perspective can help you make decisions that truly ...
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 ...
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