Brought to you by TradeWinds, Beyond the Balance goes deeper than dollars and cents, exploring how our financial choices shape our lives, relationships, and happiness. Each episode features real conversations with guests from all walks of life; advisors, entrepreneurs, parents, and everyday people that talk about what balance really means in money and in life. Because true wealth isn’t just what’s in your account, it’s what makes life meaningful.
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33 recent
June 10, 2026Episode 101 hr 13 min
Beyond the Balance: Tim Humphrey on Reinvention, Resilience & Finding Your Purpose
Tim Humphrey went from 200 rejection letters and a $13.50/hr IBM co-op to Chief Analytics Officer and then walked away from it all to become a Provost at Wake Tech. In this episode, the NC State alum and 30-year tech veteran joins host Ralston Turner to talk leadership through crisis, the real relationship between data and human intuition, and what it feels like to finally trade a career for a calling.
May 20, 2026Episode 940 min
Beyond the Balance: Marc Campbell on Pivots, Priorities & Dream Lives
What does it take to walk away from your dream job and discover a better one on the other side?In this episode of Beyond the Balance, host Ralston sits down with Marc Campbell, a former UNC Tar Heel and national champion, professional player overseas, longtime NBA shooting coach, and now a rising Raleigh real estate agent for a candid conversation about identity, reinvention, and the kind of balance that only shows up after you get your priorities straight.Marc opens up about:Growing up in Raleigh and playing for legends Kevin Billerman at Ravenscroft and Roy Williams at UNCWinning a national championship and what "sacrifice for the team" actually looks like at the highest levelPlaying pro basketball overseas in Estonia and beyondNearly a decade coaching NBA shooters and the moment his wife asked the question that changed everything: "Do you want your dream job or a chance at our dream life?"The hardest part of pivoting from elite athlete to new-career rookie and the mentor advice that unlocked itWhy fatherhood made him a better operator, not a busier oneHis real, no-fluff take on whether work-life balance actually existsPractical advice for buyers and sellers heading into summer's home-buying seasonWhether you're an athlete navigating life after the game, a parent rethinking your priorities, or anyone facing a major career pivot, Marc's story is a masterclass in compounding small wins, sacrificing ego, and building a life that's bigger than you.
May 6, 2026Episode 819 min
Beyond the Balance: From Endurance to Excellence - Performance, Resilience & Wellbeing with Bill Coppel
Host Mike Manganillo welcomes Bill Coppel, Chief Client Growth Officer at Trade PMR, for a candid conversation about what really drives meaningful growth in wealth management. With over three decades in the industry and a background as a former nationally ranked triathlete, Bill shares why most firms get growth wrong, how AI is reshaping the role of the human advisor, and his philosophy that advisors should help clients curate wellbeing across three dimensions: financial resources, wellness, and human connection. He also opens up about the personal experiences including losing both parents to cancer , that shaped his belief in living an optimal life. A thoughtful discussion on growth, resilience, and the human side of advice.
April 27, 202636 min
Beyond the Balance: 6 Common Money Myths (And What Actually Matters)
In this episode of Beyond the Balance, Jeb Bowie and Miller Hoffman tackle 6 common money myths that can quietly derail financial progress. From taxes and dividends to diversification, Social Security, debt, and the “Magnificent 7” stocks, they break down what people often get wrong — and what actually matters when building a thoughtful financial plan. If you’ve ever wondered whether paying the least taxes is always best, if dividends are really free money, or when to claim Social Security, this conversation is for you.Practical, honest, and designed to cut through the noise — this episode is all about helping you make smarter long-term decisions with more clarity and confidence.
March 18, 2026Episode 624 min
Beyond the Balance: From Basketball to Business - Discipline, Mindset & Building a Meaningful Life with Ralston Turner
In this episode of Beyond the Balance, Mike Manganillo sits down with Ralston Turner, a former Division I and professional basketball player turned financial advisor to explore what it really means to build a meaningful life after the game.Ralston shares his journey from growing up in Alabama to playing at LSU and NC State, and how lessons from basketball, discipline, mindset, and resilience continue to shape how he approaches money, work, and life today.They discuss:The transition from athletics to a career in financeThe mental side of performance and why it matters more than talentWhat “Mamba Mentality” looks like beyond sportsCoaching, mentorship, and making an impact in the next generationHow to think about balance, purpose, and long-term growthThis is a thoughtful, grounded conversation about identity, reinvention, and doing work that actually matters, both on and off the court.
February 4, 2026Episode 521 min
Beyond the Balance: Turning Energy Into Impact, Relationships, and Real Growth with Larry Long Jr.
In this episode of Beyond the Balance, Mike Manganillo sits down with Larry Long Jr., a global keynote speaker, author of Jolt, and former University of Maryland baseball player to explore what real growth looks like beyond titles and numbers.Larry shares his path from athletics to sales, the mindset shift that came after getting let go in 2021, and how coaching, mentorship, and intentional relationships helped him bet on himself. They discuss integration over balance, relationship-driven sales, and why caring more, listening better, and doing the little things consistently can create lasting impact.An energizing and honest conversation about growth, confidence, and building success that actually feels fulfilling.
January 21, 2026Episode 413 min
Beyond the Balance: Starting a Business Without Quitting Your Day Job with Shannon Thomas
In this episode of Beyond the Balance, host Mike Manganillo talks with Shannon Thomas, co-founder of Fratelli's Delicatessen in Apex, North Carolina, about what it really takes to start a business while maintaining a full-time corporate career.Shannon shares her journey from international finance and Wall Street to IT tech sales at Red Hat and Pure Storage—all while launching a family-owned deli rooted in community, tradition, and great food. We explore the realities of small business financing, overcoming COVID-era setbacks, adapting quickly after opening day, and why listening to your customers is one of the most important skills an entrepreneur can develop.This conversation is honest, relatable, and packed with insight for anyone considering entrepreneurship, building a side business, or trying to balance work, family, and personal ambition.Because true wealth isn’t just about dollars—it’s about decisions, resilience, and the community you build along the way.
January 7, 2026Episode 329 min
Beyond the Balance: Warren Buffett Meets Web3: Making Sense of Digital Assets
In this episode of Beyond the Balance, host Mike Manganillo sits down with Matthew Snider—investor, advisor, entrepreneur, and founder of Block Three Strategy Group—to explore where traditional finance meets the rapidly evolving world of digital assets.Matthew shares his journey into Bitcoin and Web3, explains why understanding blockchain technology matters beyond the headlines, and breaks down how digital assets fit into a broader financial ecosystem. From pairing Warren Buffett’s timeless investing principles with modern crypto concepts to real-world use cases of blockchain, this conversation demystifies a complex space with clarity and balance.They also discuss market volatility, liquidity, the future of money, and what “balance” looks like beyond investing—touching on work, family, curiosity, and lifelong learning. Whether you’re crypto-curious or simply trying to understand where finance is headed, this episode offers thoughtful insights without the hype.🎧 Topics covered:Digital assets vs. “crypto” — what’s the difference?Blockchain use cases beyond investingMarket cycles, volatility, and liquidityWarren Buffett principles in a Web3 worldFinding balance beyond dollars and cents📘 Matthew’s book: Warren Buffett in a Web3 World📩 Contact: matthew@block3strategy.io
December 17, 2025Episode 224 min
Beyond the Balance: A Tech Veteran on Work, Family & Balance
What does “balance” really look like over the course of a long career?In this episode of Beyond the Balance, host Miller sits down with Bruce Groce, a recently retired tech leader who spent 32 years at SAS, rising through the ranks while navigating the realities of work, family, leadership, and personal fulfillment.Bruce shares candid reflections on what it means to be the kind of employee who “takes the hill” and the personal cost that can come with it. Together, they explore the evolution of work across generations, the pressure to always be “on,” the importance of patience and perspective, and how to draw boundaries before work begins to crowd out what matters most.The conversation also touches on the rise of technology and AI, what’s gained (and lost) as innovation accelerates, and why human judgment, relationships, and balance still matter perhaps more than ever.This is a thoughtful, honest discussion for professionals at any stage of their career who are trying to build a meaningful life, not just a successful résumé.
December 3, 2025Episode 138 min
Beyond the Balance: A Conversation on Lending and Life
"Beyond the Balance," featuring host Miller Hoffman and guest Gretchen Curtis from Integrated Funding, a mortgage brokerage. The discussion centers on Gretchen Curtis’s career path in the lending world, detailing her transition from large banks to the brokerage model and the personal and professional advantages of that move, including better rates for clients and increased autonomy. The conversation explores different aspects of home financing, such as refinancing and purchasing, emphasizing the importance of personalized service and building trust with clients through major life events. Furthermore, Curtis shares her business philosophy, which prioritizes transparency and genuine client relationships over corporate bureaucracy, and concludes with a personal life lesson about the importance of listening to one's intuition.
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