Charting The Course

Today, Aaron Ackerman joins the pod to discuss the world of transaction advisory services and the role of interim CFO. His past deals have included companies ranging from start-ups to firms with over $1B in revenue. David and Tyler were honored to sit down and have the opportunity to talk...

Hannah Schmitt is the founder and owner of The Treasury, Oklahoma City's first female coworking space. Along with her husband, Brian, they set out to create a community for women to focus on themselves and their businesses, but also for learning, engagement and support. To learn more or to become...

As we turn the page to a new month, we wanted take a moment and celebrate Full Sail Capital's 5th anniversary. Tyler is joined by the three founding principles, Scott Cravens, Zac Reynolds, and David Stanley, as they discuss the growth, challenges, and stories from the first 5 years as...

Lauren Warkentine is the founder and CEO of William & Lauren, a custom clothing firm focused on capturing your personality and unleashing your confidence. Tyler, along with Katherine Vanlandingham and Scott Cravens, was honored to have Lauren join us on the most recent At The Helm episode as she shared...

This week, Tyler is joined by director of operations, Katherine Vanlandingham, and head of marketing, Candace Guy, to discuss the ever-evolving world of financial advisory firms. From Robo's to private RIA's, this episode highlights the features and drawbacks of each  and which one may make the most sense for you....

As we turn the page to another year, many are breathing a sigh of relief in hopes of better market days ahead. While there is still plenty to be concerned about, we are cautiously optimistic about the long-term return environment facing investors in the new year. Zac Reynolds, CIO, and...

Happy New Year! Today, Tyler is joined by David Stanley and George Cohlmia, as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but the key is to focus on the things...

We hope you all are having a wonderful holiday season. Today, Tyler is joined by Candace Guy, Full Sail Capital's marketing director, as we they bring you a special episode featuring every member of the Full Sail crew. From market perspectives to holiday traditions, we reflect back on this crazy...

We hope you all are having a wonderful holiday season. Today, Tyler is joined by Candace Guy, Full Sail Capital's marketing director, as we they bring you a special episode featuring every member of the Full Sail crew. From market perspectives to holiday traditions, we reflect back on this crazy...

Gary Brooks has been involved with Oklahoma commercial real estate for over 30 years, but the past 5 years may have been the most challenging and trying time of his career. In 2017, Gary and his partner, Charlie Nicholas, acquired the First National building in the heart of Oklahoma City....

Happy Thanksgiving!! This week, Tyler is joined once again by Stacy Murray, in-house CPA and advisor, as they dive into a few very important tax moves that investors can make in any market environment. You'll get insight on tax-loss harvesting, roth conversions, cash balance plans and a couple tax moves...

Nominated for the Journal Record's 2022 Woman of the Year, Lauren Mingee lives everyday with passion and purpose. Her company, Quintessa Marketing, has grown exponentially over the past 6 years and is quickly becoming a household name across the U.S. in personal injury law firms. We are so grateful to...

This week, we are thrilled to have Max Rhodes and Kyle Ray join the podcast for an very informative discussion on all things financial planning. Through their experiences as advisors, they are able to highlight some of the more important aspects of a well-designed plan, but also breakdown a few...

We're back with another squared away episode as we digest everything that transpired in Q3.  As always our goal is to provide some context and encourage everyone to remain disciplined and stick to their process. Joined by Zac Reynolds and David Stanley, today's episode is all about re-centering our focus...

Today, we sit down with David Stanley, Full Sail CEO, and Stacy Murray, CPA and advisor, as we provide some context around Q4 tax moves and discuss a few highlights from our previous interviews. As mentioned throughout the episode, below are a couple of highly recommended resources that we found...

Did you know that it takes eight minutes and twenty seconds for sunlight to reach the earth? Today, we sit down with EightTwenty CEO and co-founder, Tony Capucille. Tony and his team are leading the charge to bring solar energy to cities across the nation. In their own words, they...

This week, we were honored to sit down with behavioral finance expert, Dr. Daniel Crosby. He has spent years studying and learning the psychology of investing and how human behavior is affected by markets. He has published a number of books and host his own podcast, Standard Deviations. He joins...

This week, we highlight another Anchored series conversation, which is focused on bringing you an inside look at the real estate industry. Tyler and Scott were so grateful to sit down with Ethan Slavin and Brett Price as they give us a glimpse into the brokerage world of real estate.… Read More »

For June's edition of squared away, Zac Reynolds and David Stanley join the podcast to discuss everything that has transpired over these first six months of 2022.  We cover a lot of the market related topics, but we also take a look back at history and try to put this… Read More »

This week, we roll out another new series that will be highlighted throughout each year going forward. "At The Helm" will feature interviews with entrepreneurs of all backgrounds. Whether its an individual starting a small business from scratch or someone running a large corporation, entrepreneurs have incredible stories to tell… Read More »

As introduced in the previous episode, our new Anchored series is focused on bringing you an inside look at the real estate industry. To kick off our first interview, Tyler and Scott were so grateful to be joined by industry veteran, Michelle Anderson, with Plains Commercial Real Estate. I hope… Read More »

Outside of the capital markets and general investing questions, the one topic that inevitably gets a ton of attention in our meeting rooms is real estate. From how it fits into the overall portfolio of assets to whether or not a client should buy that rent house, we have addressed… Read More »

Today, we were honored to be joined by Ed Saracino with Vanguard Financial Advisor Services. As you will hear in the intro, Ed has spent many years with Vanguard and has an incredible ability to communicate the long-term approach that the company takes no matter what the market might be… Read More »

This week, Tyler was joined by members of the Foundation Management team: Frank Merrick, Kari Blakley, & Randy Macon. We spend a little time discussing the private foundation management side of things, but also highlight a more recent public charity offering, Because We Care Philanthropy. This entity sponsors Donor Advised… Read More »

This week, we are thrilled to have Max Rhodes and Kyle Ray join the podcast for an very informative discussion on all things financial planning. Through their experiences as advisors, they are able to highlight some of the more important aspects of a well-designed plan, but also breakdown a few… Read More »

The first quarter of 2022 has come to a close so this was a perfect time to sit down and record another squared away episode to recap the past three months. Today, Tyler is joined by Zac Reynolds and Scott Cravens, and they tackle everything from the international unrest and...

Today, Tyler is joined by Scott Cravens and David Stanley to have a discussion on what many families view as a topic to avoid at all costs. David and Scott bring their industry expertise and past experiences in the field of estate planning to highlight a few of the common...

With one month of 2022 under our belt, we take a step back and discuss a few of the more relevant market issues facing investors. As with most Squared Away episodes, Zac Reynolds joins us for today's conversation, in which we hit on topics ranging from interest rates and the fed to investor behavior. We invite you to check out the resources listed below and we encourage all investors to remain disciplined and stay the course. Enjoy! Zac Reynolds - After Exuberant 2021, Investors Must Take Heart in 2022Howard Marks Memo - Selling Out

Last, but not least! Today, we bring the last half of our fourth and final episode in the series on stewarding generational wealth. As mentioned last week, we had the incredible opportunity to sit with two individuals on separate ends of the generational wealth spectrum. Roger Warkentine and his wife, Carol, created and founded Computer-RX back in 1982. The pharmacy management company was designed to bring innovative technology solutions to the pharmacy industry. Their daughter, Lauren Warkentine, joins us as we sit and visit about the various stages, both challenging and rewarding, that faced the family-owned business throughout the years. For more information on Lauren's company, we encourage you to visit her website à https://williamandlauren.com/

Happy New Year!  To conclude our series on stewarding generational wealth, we had the incredible opportunity to sit with two individuals on separate ends of the generational wealth spectrum. Roger Warkentine and his wife, Carol, created and founded Computer-RX back in 1982. The pharmacy management company was designed to bring innovative technology solutions to the pharmacy industry. Their daughter, Lauren Warkentine, joins us as we sit and visit about the various stages, both challenging and rewarding, that faced the family-owned business throughout the years.

Merry Christmas! This week, we were honored to be joined by Eric Balchunas, Senior ETF analyst for Bloomberg.  He is the author of two books, "The Institutional ETF Toolbox" and "The Bogle Effect", and co-host of the "Trillions" podcast. Eric dives into the world of ETF's, how investing has changed over the years and what he envisions for the ETF industry in the future. Below are a few links if you would like to learn more about anything we discussed: Books Podcast Twitter LinkedIn

Welcome back! Today, Tyler and Dexter continue our conversation centered around the idea of stewarding generational wealth. For our third guest, we were honored to be joined by Tony Tyler, President of Tyler Media. The Tyler family has been in the advertising, radio, and television business in Oklahoma City for over 50 years.  Ralph Tyler started an advertising agency in 1965, began operating a radio station in 1971 and purchased an outdoor advertising company in 1980. In 1994, Mr. Tyler sold the outdoor advertising company to his two sons, Ty A. Tyler and Tony J. Tyler.  Under Ty's and Tony's guidance, the outdoor company successfully acquired several Oklahoma-based outdoor advertising companies and expanded their broadcasting presence throughout the state.

Happy Thanksgiving week!  Today, Tyler and Dexter continue our conversation centered around the idea of stewarding wealth that has been passed down from a previous generation. As we began to discuss the idea of this series, we identified four families who would provide a beneficial and responsible approach to this topic. For our second guest, we were honored to be joined by Brad Croy, President of CMP Corporation. Established in 1966, CMP Corporation is the world's largest manufacturer of major brand OEM-equivalent refrigeration and air conditioning compressor parts and remanufactured compressors. If you missed the interview with Scott Cravens, be sure to go back and give that a listen, as well!

George Cohlmia, an industry veteran, brings his wealth of knowledge and experience to our discussion today. He sits down with Dexter and Tyler as they breakdown the various phases of an investors journey, such as age, wealth and life stages. There are many obstacles and events that can disrupt our plans, but George reminds us all to focus on the things we can control and have a great team of trusted professionals surrounding you and your family. We hope you enjoy today's conversation.

What does poker, fantasy football and investing have in common?  More than you think. Zac Reynolds joins Dexter and Tyler to have a conversation about the decisions we make every day and how our biases can skew our risk analysis.  For further reading, here are some of the resources we discussed: Thinking in Bets by Annie DukePredict ItHoward Marks Memo - You Bet!

Today, we sit down with Stacy Murray and Zac Reynolds to discuss a few of the tax changes that are being discussed by the current administration. Specifically around long-term capital gains, corporate taxes and estate taxes. Each day, we learn a bit more about what might be included or excluded in this potential bill, so we will continue to monitor. Please let us know if there is anything specific that would be of interest and we will do our best to address any concerns in another episode. Enjoy!

CORE is a leading provider of management consulting services to new and established companies in central Oklahoma. They provide part-time, contract CFO and related financial and management consulting services to small and mid-size companies. They partner with clients and offer specifically tailored services to meet their needs. They can provide both a hands-on approach and strategic vision to guide growing businesses to reach the next level. Core Business AdvisorsCalyx Insight

This week, Tyler and Dexter sat down to discuss the features, advantages and limitations of robo-advisors. Over the past decade, investors have seen this space explode with new options and new technology.  There are clearly a few very logical reasons to utilize these platforms, but the key is deciding if this algorithm-driven technology make sense for you.

This week we dive in a bit more to the topic of inflation and its impact people are beginning to see and feel. Dexter, Zac and Tyler look at a couple different effects of rising prices on both the markets and the economy. While we can look to history as a guide for how to approach an inflationary environment, we believe it is important to remain disciplined, diversified and cautious about predicting the future. Enjoy!