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What’s Next?

Parcion Private Wealth

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What's Next? explores how business owners and their families can optimize a business sale or other wealth event to strategically plan for their futures. Join Terry Cook, CFP®, CIMA®, founder of Parcion Private Wealth in Bellevue, Washington, as he interviews experts from across the financial services industry to help listeners determine what's next. Hosted on Acast. See acast.com/privacy for more information.
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A podcast about life and what comes after..... Listen as we take a journey through my life and others about what comes next in life after....fill in the blank... it could be loss, divorce, losing a loved to suicide, cancer... and other various way but also What’s next after marriage, having your first, and second child.... Real stories from real people and the journey of life. Find help, encouragement, or time away with what’s next...
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This Podcast is born from Defining What’s Next when it turns out what is isn’t going according to plan and what we want now leaves us on uncertain footing. Call in the experts! Each week will be a new adventure into how to tactically and decisively take action toward create what’s next to be better than the dream it is now. Looking forward! Cheers!
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We’re hearing a lot about supply chains right now. But how did we get here? Journalist Sonari Glinton meets the people who make and transport our stuff to find out how we’re all connected and why that matters. Now, What’s Next? explores the human stories behind the big, sometimes hidden economic forces that shape how we live, what we value and how we make choices.
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Are you ready to take your living space to the next level? It's time to start designing for every stage of life, focusing on aging in place, multigenerational living, and tech tools that will improve your independence and freedom. Luckily, Lisa and Addie are here to guide you through the process. Their mission is to help you create a welcoming, functional, and beautiful home - no matter what stage of life you're in. Whether you're a senior looking to age in place or move into a senior living ...
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In this episode of What's Next? from Parcion Private Wealth, host Terry Cook and guest Mike McGrann, from the Fidelity Center for Family Engagement, discuss legacy preservation and wealth communication. They tackle fears surrounding wealth's impact on future generations and strategies for constructive family dialogue. As a subject matter expert on …
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In this empowering episode of What's Next, special guest, Vimala Thangaveloo, corporate counsel turned executive coach joins Tamara to share her wealth of knowledge and experience in guiding traditionally underrepresented women to find their voice and strength in the professional realm. As we explore topics like overcoming imposter syndrome, levera…
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In this transformative episode we dive into a unique meditation session designed to prepare both fidgety skeptics and deep meditators for the rigors of an interview. Whether you're gearing up for your dream job interview or seeking to enhance your communication skills, this guided meditation offers practical techniques to calm your nerves, sharpen …
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This week on "What's Next," we're diving deep into the pivotal moments of career transitions, unpacking the crucial question: When is the right time to pivot? In a world where linear career paths are becoming less common, knowing the perfect timing for a successful pivot can be both an art and a science. We'll explore the signs that signal it's tim…
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In this episode, we dive into the complex and often murky waters of career pivoting. We'll explore the essential concept of The Science of Mattering, understanding how feeling significant can impact our career transitions. Loneliness, a common but seldom discussed aspect of changing careers, gets a spotlight, revealing its effects and how to combat…
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In this special mini-episode of "What's Next," host Tamara Lechner revisits the powerful themes of curiosity, courage, and serendipity that have emerged from the first nine episodes. Through a reflective exploration, Tamara highlights how these three elements are crucial in navigating non-linear careers and making successful pivots. Whether it's th…
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This week Tamara speaks with her Apricty.pro cofounder, Britta Klokotschnik. With a focus on play, curiosity, learning, and teamwork, we explore the transformative power of a playful approach, the necessity of lifelong learning, and the magic of finding your dream team in the AI era. They also talk about the pivot from school to work. Listen for in…
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In this final episode of our 8-episode deep dive with Eric Fraser, we explore the dynamic world of AI entrepreneurship, tackling the uncertainties of career pivots, the importance of social connections in remote work, and the balance between mistake tolerance and entrepreneurial risks. We delve into the decision-making process of bootstrapping vers…
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This week Tamara dives into the continuous journey of integrating AI into our professional and personal lives. We discuss the intriguing concept of AI and consciousness, reflecting on how close technology is to simulating human awareness. The emergence of personal GPTs is at the forefront of our conversation, as we consider their impact on daily ro…
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In Week 6 of our series on non-linear career paths, "Pivot Playbook" delves into the complexities and opportunities of pivoting careers. Host Tamara, guided by her AI co-pilot, explores the nuances of this transition, addressing key challenges, essential skills, and the importance of networking in the AI industry. The episode features a Q&A session…
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In episode five, Tamara and Eric usher in the New Year with resolutions in hand, they delve into the public's perception of AI fears. We'll dissect how media reporting can influence these anxieties, particularly examining the New York Times versus Open AI case as a pivotal study. The conversation pivots to mindset and the vast opportunities awaitin…
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In this week's episode, Tamara and Eric delve into the complexities of pivoting to an AI career, emphasizing the importance of aligning personal values with professional goals, embracing intellectual humility, and being clear enough to "unpivot" if that's what your gut tells you. They also touch on the flexibility of Large Language Models (LLMs), t…
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In episode three of our eight-week AI career pivot series, we engage in a discussion about the invaluable lessons sales and marketing leaders can glean from Eric's career transformation. We touch on the importance of aligning one's purpose and values with their product, and we unravel the conundrum that tech billionaires face in understanding the e…
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In this second episode, Tamara Lechner and Eric Fraser reconvene to reflect on the past week's achievements and set new goals. They delve into the latest and most thrilling AI innovations and they consider the open versus closed source debate and ponder democratization. The discussion shifts to essential strategies for preparing for a career pivot,…
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In this inaugural episode of What's Next? host Tamara Lechner welcomes Eric Fraser, a seasoned professional embarking on his second significant career pivot. Together, they lay the foundation for understanding AI's evolving landscape by introducing essential terminology and discussing AI's current limitations. Delving into the ethical dimensions an…
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“Gramps is in the ER! You need to come here now!”🏥😭 That was pretty much how our week started – with a loved one in a life-threatening condition and our whole Italian family barging into the hospital, bombarding doctors and nurses with questions and asking them to perform different lab tests!😷🩻 Why not? We have the right to get the best care for ou…
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In this episode of What’s Next?, host Terry Cook is joined by Ted Lape of Lazear Capital Partners to discuss ESOPs, a tool commonly used to facilitate succession planning, allowing a company owner to sell their shares to support their goals and transition flexibly out of the business. Ted has an impressive 30-year history in the banking industry an…
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Let's talk about those little things that make life melodious – like hearing. But what happens when the sweet symphony starts fading? We're diving into a common yet often unnoticed challenge: hearing loss. 🎶 Everyone notices that Grandpa can't hear like he used to, except himself, who's in a slight denial dance about it! 🙉 But don't worry, we're he…
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We weren't always a multigenerational hub. Nope, it was just us and our trusty dog, living life one tail wag at a time! 🐕❤️ Then we became a multigenerational household, and guess who joined the party? Another adorable dog! 🐾🎉 Just when you thought that was it – surprise! A bee hive made a grand entrance! 🐝🏡 Honey isn't the only sweetness here – it…
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Can loneliness cause dementia? Studies reveal it's a big contender – but don't worry, we've got the ultimate Loneliness Antidote in store! 🌈💪 Today, we're diving deep into the realm of the 3 Cs that stand strong against loneliness: Connection, Contribution, and Community. Join us for a journey that'll redefine how you connect with your world! 🌍✨ Le…
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Can you teach an old dog new tricks?🤔 We actually believe you can! 🐶✨ In this episode, we're diving headfirst into the world of aging-in-place tech tools, proving that age is just a number when embracing innovation! 💡🏠 Some folks think technology is all about electronic gadgets and software, but it's so much more! We're about to uncover the core de…
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Today's episode is all about embracing the unique and ever-changing journey of dementia and Alzheimer's with a heart full of love and a dash of creativity! 💖🎨 Imagine every day is like a magical snowflake – different, beautiful, and sometimes challenging. ❄️ One moment, it's smooth sailing, and the next, we face new hurdles. But hey, we're here to …
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In this episode of What’s Next?, JoAnna Halk, an associate director for the Stanford SEED Program, and Mark Phelps, a retired serial entrepreneur and Stanford SEED coach, join host Terry Cook to discuss the benefits of the SEED program, the unique opportunities it presents to business owners, and effect that it’s had on participating companies acro…
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🌟 Get ready for a mind-blowing adventure as we journey through the twists and turns of the aging process! 🌪️💃 In this episode, we're diving headfirst into the magical world of technology and design, where innovative solutions await to conquer the challenges of aging. Are you ready for a game-changer? 🚀🔥 Introducing the LOVE method, a sensational se…
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Calling all caregivers! Get ready to embark on a wild journey that will forever change the way you think about personal hygiene. 💦🎉 We've all been in those cringe-worthy situations, lending a hand to our beloved parents when nature calls. But fear not, for we have discovered the ultimate solution that will rock your world! 🚀 In this episode, prepar…
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🎙️💫 Welcome to the 'What's Your Next Move?' podcast! 🏠🌱 Are you worried about creating a cozy and comfortable living environment for your aging parents? Or maybe you're a wise senior citizen looking to age gracefully without relying on your children? Well, you've come to the right place! 😊 Join our delightful hosts, Lisa Cini and her daughter Addie…
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Are you ready to take your living space to the next level? It's time to start designing for every stage of life, focusing on aging in place, multigenerational living, and tech tools that will improve your independence and freedom. Luckily, Lisa and Addie are here to guide you through the process. Their mission is to help you create a welcoming, fun…
  continue reading
 
For this episode, Terry Cook is joined by Bruce Feiler. Bruce is the author of seven New York Times bestsellers, including Life Is in the Transitions and Secrets of Happy Families. His three TED Talks have been viewed more than 4 million times. In their conversation, Bruce and Terry dive into navigating challenging life and family moments and discu…
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Join Terry Cook and Brendan Wales, general partner of Fuse, an early-stage venture capital firm, as they discuss all things venture capital, including how firms like Fuse operate and the opportunities available to interested investors. More resources at www.parcionpw.com and www.fuse.vc. Hosted on Acast. See acast.com/privacy for more information.…
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Join Terry Cook and Colby Bircher, vice president of charitable planning at Fidelity Charitable, as they discuss how donor-advised funds can be used as a tool for impactful philanthropic planning and the advantages of this form of charitable investing. More resources at www.parcionpw.com and www.fidelitycharitable.org. Hosted on Acast. See acast.co…
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On this special episode, Sonari Glinton sits down with 33-year Wall Street veteran and fellow Morgan Stanley podcast host Carla Harris to discuss their careers, the roles they play in fostering opportunity and their experiences around equity in the economic landscape. The guest speakers are neither employees nor affiliated with Morgan Stanley & Co.…
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Join Terry Cook and Craig Ross, CEO and Founder of Aviation Portfolio LLC as they discuss all things private aviation – from the various models currently in vogue to trends in private jet travel. More resources at www.parcionpw.com and www.aviationportfolio.com. Hosted on Acast. See acast.com/privacy for more information.…
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Host Sonari Glinton finds out how changing climates and unpredictable weather will continue to impact coffee crops, create shipping delays, and raise the price of a cup of joe, and what some are doing to help create resilience in the face of these challenges. We meet Luiz Araripe, a Brazilian coffee exporter who’s been in the business for over 40 y…
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Host Sonari Glinton finds out why some pet owners struggled to find canned food, what’s in pet food to begin with, and why competition for key ingredients may be forcing that to change. Along the way we meet David Saltz, who went to great lengths to track down the only food his finicky cat, Tiger, will eat. Dana Brooks, President of the Pet Food In…
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Host Sonari Glinton finds out why the trucking industry is short tens of thousands of drivers, and how the pandemic exacerbated the problem. We learn about the ways the industry is changing to recruit new drivers - and keep the ones it has - and how innovative thinking and technology could lead to an industry-wide overhaul. In this episode we meet …
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Join Terry Cook and Assured Partners Agency COO Lorrie Baldevia as they discuss what business owners should consider – both from a business and a personal perspective – when navigating insurance planning and potential consulting services for a successful business transaction.More resources at www.parcionpw.com and www.assuredpartners.com. Hosted on…
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Host Sonari Glinton explores the great kettlebell shortage of 2020, as closed gyms led to unprecedented demand for home exercise equipment. We learn how manufacturing overseas made kettlebells difficult to get, and how bringing the manufacturing to the U.S. and supply chain diversification provided ways to meet the demand, but were far from simple …
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Host Sonari Glinton explores why we’ve all been warned to start holiday shopping early. We discover how toymakers are navigating shipping delays, what’s causing those delays, and why local, independent shops have an important role to play in alleviating supply chain shortages. On this episode of our supply chain season, we meet Nora O’Leary, Presid…
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Join Terry Cook and Carney Badley Spellman Mergers and Acquisition Attorney Tana Materi as they discuss what business owners should consider when choosing a mergers and acquisitions lawyer and share some tips for a successful transaction.More resources at www.parcionpw.com and www.carneylaw.com. Hosted on Acast. See acast.com/privacy for more infor…
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Host Sonari Glinton delves into the workings of the just-in-time inventory model and how it let down millions of frontline workers at the start of the pandemic. We find out how relationships along the supply chain are deeply critical, and how new technology is provoking a rethink in healthcare manufacturing. In the episode we meet Dr. Andy Artenste…
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In March 2021, the Ever Given cargo ship got stuck in the Suez Canal and opened the world's eyes to the vulnerability of a system we rely on each and every day. In this episode we meet Jan Unander, a Swedish importer who had goods aboard the Ever Given and almost lost his business because of the delays. Jake Slinn, the owner of JS Global Cargo and …
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