Two things in life are sure: death and taxes. Those who know Wayne best might not actually be sure of which one he hates more (we’re only partly kidding).
Which is why today’s episode is especially entertaining as we welcome Rodney Lambert, a seasoned CPA who has put up with Wayne as a client for over 15 years. Jokes aside, Rodney’s deep experience and appetite for complexity have made him a go-to expert for us where he now works with more than a few Vizionary clients.
In today’s episode, we’ll be tackling complex topics like:
Navigating the complexities of expat tax equalization
Taking advantage of capital gain exclusions
The strategic, multi-generational use of Roth conversions
The ins and outs of deferred compensation plans
And the impact of evolving tax policies on your financial planning
Rodney shares invaluable insights from his vast professional journey, which includes roles in major firms and philanthropic organizations. We'll also discuss the importance of proactive tax management and how personalized services can provide significant value.
Whether you're an expat, a contractor, or a high net worth individual, this episode is packed with actionable advice to help you optimize your tax strategy and protect your wealth. So, tune in and discover how to envision more for your financial future with Rodney Lambert on today's episode of the Envizion More Podcast. Let's get started!
KEY HIGHLIGHTS:
Managing tax implications for high-net-worth clients
Strategies for handling deferred compensation wisely
Preparing for future tax rate increases
Utilization of Roth conversion strategies
Impact of retirement income flexibility on tax brackets
Lessons from Rodney's experience in legacy projects 
Collaboration between financial planning and tax preparation 
KEY LINKS:
Envizion More: http://www.EnvizionMore.com 
Vizionary Wealth: http://www.VizionaryWealth.com 
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 
Rodney’s LinkedIn: https://www.linkedin.com/in/rodney-lambert-87ab4314/ 
Disclosures: http://www.VizionaryWealth.com 
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

Not all entrepreneurs run businesses. Today, we sit down with foster mom Jamie Finn who has found herself at the helm of a large-scale movement: Foster the Family. What began with one foster family’s “yes” has turned into a national network of support and resources, equipping foster families for their critical work.
In this episode, we dig into the power of an entrepreneurial mindset in the nonprofit sector. Jamie Finn is a case study for how Envizioning More directly translates to bigger impact than we may think possible.
KEY HIGHLIGHTS:
Introduction to fostering and leadership challenges
Starting with the first hard “yes” to serving others
The power of mobilizing communities and rallying together
How she uses systems-thinking to tackle bigger challenges
The critical need for mission buy-in when delegating leadership
How she approaches linking arms with aligned organizations 
KEY LINKS:
Envizion More: http://www.EnvizionMore.com 
Vizionary Wealth: http://www.VizionaryWealth.com 
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 
Disclosures: http://www.VizionaryWealth.com 
Foster the Family: https://www.fosterthefamily.org/ 
FTF Instagram: https://www.instagram.com/fosterthefamilyus/ 
FTF LinkedIn: https://www.linkedin.com/company/foster-the-family/posts/?feedView=all 
FTF Facebook: https://www.facebook.com/fosterthefamilyus 
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

In the past few weeks, our community has been hit with the extremes of life. Both in our personal lives and in the world at large, we have seen lives cut short unexpectedly. It drives home the sobering truth: no one is entitled to tomorrow.
Today, we take time to reflect on this reality and how it should inform the way we live. From relationships to lasting impact to preparing for the unexpected, today’s conversation is one we don’t often visit–but one that calls us to Envizion More.
KEY HIGHLIGHTS:
John Ruhlin’s legacy & Giftology’s impact
Jonny & Matt Gaudreaus’ tragic passing
The power of giving with no expectations in return
How living with urgency gives us healthier perspectives
Why consistency in showing up determines our relationships
How we honor those we lose
Estate planning checklists we need in place–not just when we are older
The role legacy plays in our approach to life
KEY LINKS:
Giftology: https://giftologygroup.com/ 
Support the Ruhlin Family: https://www.gofundme.com/f/uphold-johns-legacy-support-his-family 
Support the Gaudreau Family: https://www.gofundme.com/f/support-madeline-and-baby-tripp-after-tragedy 
Envizion More: http://www.EnvizionMore.com
Vizionary Wealth: http://www.VizionaryWealth.com
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://www.VizionaryWealth.com
Veritas Leadership Group: https://www.veritasleadershipgroup.org/
Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

“Medicare essentially throws a 130-page book at you and says good luck.”
Around this time last year, we hosted a virtual Medicare workshop with Jason L’Hommedieu of Nexus Insurance Advisors–one of our top events for the year.
Medicare is a decision that catches many people off guard. It’s a complex topic, and unfortunately, one fraught with pitfalls. Jason is Vizionary’s go-to expert on the topic of Medicare planning.
Whether you're approaching 65 or advising someone who is, understanding your options—from Medicare Parts A and B to Medicare Advantage plans and supplements—is crucial. Jason sheds light on everything from enrollment deadlines to the hidden changes in benefits. 
We also consider the future, such as Medicare's financial implications for the country's debt. We’ll also discuss the changes to drug coverage caps and potential new measures to control costs.
Medicare is complex, but the right guide makes all the difference.
Vizionary Wealth Management and Nexus Insurance Advisors are separate entities. There is no financial relationship or compensation between Vizionary Wealth Management and Nexus Insurance Advisors.
KEY HIGHLIGHTS:
Navigating Different Coverage Situations
Spousal Coverage and Spouse's Work History
Annual Decisions for Medicare Plans
Issues That Could Come From Medicare Changes
KEY LINKS:
Envizion More: http://www.EnvizionMore.com 
Vizionary Wealth: http://www.VizionaryWealth.com 
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 
Nexus Insurance Advisors: https://www.insuredwithnexus.com/ 
Disclosures: http://www.VizionaryWealth.com 
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/  

Every successful person had an early role model who helped them believe that more was possible. Today, we are sitting down with a person who met Wayne and Mae in their 20s and radically changed the course of their lives. He was the first one to challenge them to Envizion More.
The conversation revisits the pivotal stories of Brad’s influence in Wagner’s early married years and chronicles Brad’s transformative approach to relationships, personal development, and influence.
Brad and Wayne also explore the vital benefit of surrounding oneself with influential people and the crucial role of vision in leadership. Brad’s advice on investing in oneself and others, as well as the legacy of integrity and character, offers a profound perspective on achieving not just financial success but a lasting positive impact.
We hope you enjoy one of the foundational moments where Envizion More found its roots.
KEY LINKS:
Envizion More: http://www.EnvizionMore.com 
Vizionary Wealth: http://www.VizionaryWealth.com 
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 
Brad’s Facebook: https://www.facebook.com/coachbradh 
Disclosures: http://www.VizionaryWealth.com 
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/  

“We don’t talk enough about how trauma can actively drive success. We also don’t talk about how that trauma can explode our success if not dealt with.” – Nate Wagner
Today’s conversation is a vulnerable one–but one that high achievers deeply need to hear.
Today’s returning guest is Nate Wagner, a pastor, counselor, and rehabilitator of burned-out leaders. Together with co-host Trent Booth, they unpack the significance of addressing and recovering from past traumas to achieve self-awareness and self-regulation.
We'll explore the distinctions between "big T" and "small t" traumas and discuss the hidden challenges leaders face in balancing work and home life. 
Nate provides invaluable insights into recognizing when it's time to seek professional help and the importance of finding the right therapist. This conversation is packed with practical advice for leaders looking to break free from dysfunctional coping mechanisms and build healthier, more productive lives.
Envizioning More is not just about financial success. Healthy minds and hearts are equally needed.
KEY HIGHLIGHTS:
The power of leaders addressing past traumas
"Big T" vs. "small t" trauma explained
How unresolved wounds impact decision-making
Clarity at work vs. ambiguity at home
Coping mechanisms that affect high achievers
How immediate gratification drives work over family
Establishing guiding core values and a personal mission
Entitlement and shame hindering relationships
Consequences of addiction to intensity over consistency
KEY LINKS:
Envizion More: http://www.EnvizionMore.com 
Vizionary Wealth: http://www.VizionaryWealth.com 
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 
Nate’s Counseling Bio: https://www.cornerstone.edu/faculty/nate-wagner/ 
Nate’s LinkedIn: https://www.linkedin.com/in/nathan-wagner-5b217611/ 
Veritas Leadership Group: https://www.veritasleadershipgroup.org/ 
Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/ 
Disclosures: http://www.VizionaryWealth.com 
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

"How can I accelerate the success everyone else assumes should be slower? A commitment to excellence."
In this episode, host Wayne Wagner is joined by Spencer Morgan, an accidental entrepreneur who's built a successful portfolio in the home services industry. Spencer shares his journey from door-to-door pest control sales to becoming a millionaire business owner. 
He provides invaluable advice on handling rejection, the importance of vigilant KPI tracking, and the power of delivering a consistent customer experience.
Spencer also emphasizes the importance of learning sales and creative thinking, embracing failure, and focusing on personal growth. So, buckle up–Spenser’s drive and ambition are contagious. Today’s conversation will drive you to Envizion More, create momentum, and pursue a bigger dream.
Whether you're an aspiring entrepreneur or looking to glean lessons from an experienced business owner, this episode is packed with practical wisdom. Tune in to hear Spencer Morgan's inspiring story and his strategies for achieving long-term success.
KEY HIGHLIGHTS:
How sales experience drives creative thinking
The impact of customer experience on performance
Aligning KPIs with customer experience goals
Using SOPs to ensure quality across teams
Empowering employees to deliver excellent experiences
Building entrepreneurial skills in your kids
KEY LINKS:
Envizion More: http://www.EnvizionMore.com 
Vizionary Wealth: http://www.VizionaryWealth.com 
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 
Spenser’s LinkedIn: https://www.linkedin.com/in/spenser-morgan-85111263 
ProForce Pest Solutions: https://proforcepestsolutions.com/
Veritas Leadership Group: https://www.veritasleadershipgroup.org/ 
Trent's LinkedIn: https://www.linkedin.com/in/trentbooth/ 
Disclosures: http://www.VizionaryWealth.com 
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/

Work in financial planning long enough, and you will meet a wide variety of people. Two clients have embodied a life-long commitment to philanthropy: Steven Averbuch and Rachel Rivest. Their paths crossed 20 years ago through Wayne’s work in the pharma space, and their relationship has grown over the years.
Today, Wayne welcomes them to the show to discuss what drives their charitable giving and how they work it into their financial plan. Regardless of what causes you’re passionate about, we celebrate the core values of generosity and creating impact through wealth.
KEY HIGHLIGHTS:
The power of touching lives through your work
Fostering an open-minded vision to fuel charitable giving
How optimizing your giving can create maximum impact
The role of individual actions vs. policy changes
Involving the next generation in philanthropy
Financial planning’s role in supporting impactful actions
KEY LINKS:
Envizion More: http://www.EnvizionMore.com 
Vizionary Wealth: http://www.VizionaryWealth.com 
Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 
Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
Disclosures: http://www.VizionaryWealth.com
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/