Finance & Wealth

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• Connection Over Correction in the Sandwich Generation with Christy Byrne Yates

  In this conversation, Christy Byrne Yates explores the realities of the sandwich generation, where adults are balancing work, parenting, and the care of aging parents. She shares practical guidance on starting difficult conversations early, planning for legal and financial needs, and approaching dem

• Building a Company Brain for the AI Era with Jeff Heitzman

  Jeff Heitzman traces his path from options trading and quant work to angel investing and seed-stage venture, sharing how curiosity and risk-taking led him beyond a traditional career lane. He also explains how Multimodal Ventures uses a hybrid approach of AI tools and human judgment to evaluate star

• LBM Flash Moments: Personal Growth Isn’t a Straight Line

  In this Flash Moment, Phil Fornaro reflects on how personal growth rarely moves in a straight line, using his five-year memory book to notice both progress and recurring struggles. He shares how writing daily helped him track shifts in time management, self-awareness, family connection, and his evol

• Why Curiosity Is the Most Powerful Connection Tool with Brenda Exline

  In this conversation, Brenda Exline shares how a career in communication, PR, and branding led her into the family office space and inspired her to launch the Gstaad Global Gathering in Switzerland. She and Phil explore how curiosity, deeper conversation, and natural connection can turn business net

• LBM Flash Moments: Planning Your Future from Your Zone of Genius

  In this Flash Moment, Phil Fornaro reflects on a dinner conversation that turned into a bigger question: are you excited about the next 10 years? He makes the case for future planning as a way to stay aligned with your zone of genius, build relationship capital, and shape the life and work you want

• Relationship Capital, Niche Investing, and the Power of Pivoting with Jeremy Greshin

  In this conversation, Jeremy Greshin traces the pivots that took him from law and nonprofit work into market entry, real estate, and ultimately self-storage investing. He explains why niche markets, relationship capital, and investing alongside partners matter, and breaks down how his firm targets c

• How a Venture Podcast Built a Deal Flow Machine with Nick Moran

  In this conversation, Nick Moran explains how venture capital differs from private equity, why his firm focuses on AI-native companies outside the Valley, and how his podcast became a powerful source of deal flow. He also breaks down the founder traits he looks for, the role of diligence in spotting

• LBM Flash Moments: The Internal Battle Between Doing the Work and Being in the Room

  Phil Fornaro reflects on the internal battle between staying focused on the work and getting out into the room where connection happens. After attending a memorable event hosted by Nick Moran, he shares how networking sparks ideas, relationships, and opportunities that can expand both business and l

• Regret-Proofing Your Life with Light Bulb Decisions

  In this Flash Moment, Phil Fornaro reflects on how regret can be a powerful motivator for doing things the right way instead of cutting corners. Using a home flooring project that led to unexpected organization, he shows how self-awareness can turn inconvenience into a better outcome. He also connec

• From Lone Nut to Movement – Raising Capital in the AI Era

  In this episode, Phil Fornaro reconnects with Dean DeLisle and traces a career that runs from early banking tech and crypto to raising capital in the AI era. Dean explains why he looks first at the management team, how real AI differs from buzzword-driven claims, and why retail investor reach can re