Beyond the Balance

Hosted by TradeWinds

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Aug 2026

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About the show

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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37 recent

August 19, 2026Episode 1423 min

Back to School Money Talk: A Teen's Take on Budgeting, Saving & AI with Jack Adkins

This month's theme is back to school, so we flipped the script and put a high schooler in the guest chair. Jack Adkins just wrapped up his summer internship at TradeWinds, and before that, he was figuring out money the same way most students do: mostly on his own. Host Mike Manganillo sits down with Jack, an incoming senior at Cardinal Gibbons High School in Raleigh, to talk through how a teenager actually thinks about budgeting, saving, and the financial decisions ahead. Jack shares how he opened a Roth IRA at 16, why he'd call himself more of a spender than a saver (but is working on it), the one impulse golf-club purchase he regrets, and what a summer of building AI-powered financial tools with Claude taught him about the industry's future. They also get into golf, travel plans, and Jack's goal of breaking 30 on nine holes because Beyond the Balance isn't just about the numbers. Topics covered: -Starting a Roth IRA in high school -Budgeting on a teenager's paycheck -Using AI tools for real financial projects, -What schools do (and don't) teach about money -Why starting early is the biggest advantage anyone can have. TradeWinds LLC is an investment advisor registered under the Investment Advisers Act of 1940. The information presented is general in nature and is not designed to address your investment objectives, financial situation, or particular needs. Prior to making any investment decision, you should assess or seek advice from a professional regarding whether any particular transaction is relevant or appropriate to your individual circumstances. Although taken from reliable sources, TradeWinds cannot guarantee the accuracy of information received from third parties. The opinions expressed are those of TradeWinds and may not come to pass.

July 22, 2026Episode 1329 min

Beyond the Balance: Building Independence, Betting on Yourself, and Redefining Wealth with Tim Whitney

In this episode of Beyond the Balance, Mike Manganillo sits down with Tim Whitney, founder and CEO of TradeWinds to explore what it really takes to bet everything on independence. Tim shares his path from junior advisor working under his father and mentor to founder of his own firm, the slow burn of frustrations that led him to leave a major wirehouse, the risk he and his wife Kate took on together, and the "build the plane as you're flying it" mentality that got TradeWinds off the ground. They discuss what he learned watching two very different leadership styles collide, the humbling process of putting a real team structure behind a growing business, and why he believes wealth has nothing to do with looking successful.

July 8, 2026Episode 1235 min

Beyond the Balance: Patrick Stacy on Analytics, Roster Building & Being a Girl Dad

From Moneyball-obsessed finance student to NC State's Assistant General Manager, Patrick Stacy's path into college basketball is anything but traditional. In this episode of Beyond the Balance , host Ralston Turner sits down with Patrick, a 40 Under 40 honoree in college basketball, to trace the journey from building baseball models in his Loyola dorm room to running roster analytics for the Wolfpack. Patrick opens up about starting Jam Basketball as a college student, landing a cold-email breakthrough with Kansas during COVID, and the six factors he uses to evaluate talent and build championship-caliber rosters in the transfer portal era. The conversation digs into usage rates, revenue share and NIL, what parents should actually be asking during recruiting, and why analytics is a tool for decision-making, not a replacement for feel and intuition. The episode closes on a personal note: Patrick on fatherhood, becoming a girl dad, and how having his daughter reshaped his "why." Topics covered: From baseball analytics to a Final Four run at Loyola Chicago Building Jam Basketball and landing D1 clients during COVID The six factors behind building a championship roster Usage rates, NIL, and evaluating talent versus fit What parents should ask during the recruiting process Fatherhood, balance, and becoming a girl dad Beyond the Balance is brought to you by TradeWinds.

June 24, 2026Episode 1126 min

Beyond the Balance: Abha Bowers on Reinvention, Resilience & Living Your Four Fs

What does it take to walk away from a CEO title and leap into something entirely different? In this episode of Beyond the Balance , host Mike Manganillo sits down with Abha Bowers: 20-year marketing veteran, former CEO of Walk West, certified nutrition coach and personal trainer, and now Head of Strategic Partnerships at CED (Council for Entrepreneurial Development) in the Triangle. Abha's story is one of intentional reinvention — from Rochester to Raleigh, from rejected job applicant to corner office, from corporate leader to wellness coach running a literal double life. She talks candidly about building a career around her "Four Fs" (Family, Food, Fitness & Fun), the courage it took to bet on herself, and the one question that changed everything: What if I just asked? The conversation covers leading through COVID's chaos, the power of the Triangle's startup ecosystem, why the black-and-white thinking about careers is officially dead, and what it means to finally say "I don't know what's next" — and be totally at peace with it.

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 UNC Winning a national championship and what "sacrifice for the team" actually looks like at the highest level Playing pro basketball overseas in Estonia and beyond Nearly 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 it Why fatherhood made him a better operator, not a busier one His real, no-fluff take on whether work-life balance actually exists Practical advice for buyers and sellers heading into summer's home-buying season Whether 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 finance The mental side of performance and why it matters more than talent What “Mamba Mentality” looks like beyond sports Coaching, mentorship, and making an impact in the next generation How to think about balance, purpose, and long-term growth This 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.