In this episode of Compound Growth, Wheeler and Colin dive into a wide-ranging conversation on how our views of money, work, and success have evolved over the decades. They begin with a lighthearted (and slightly chaotic) story about home construction gone awry—illustrating how coordination, communication, and planning are as critical in life as they are in building a house. From contractors and designers to clients and advisors, they draw parallels between home projects and navigating complex financial or life decisions.

The discussion then shifts to a deeper exploration of generational attitudes toward wealth. From the stability-focused 1970s, to the flashy status symbols of the 1990s, to today’s Gen Z and Millennial emphasis on freedom and experiences, the hosts unpack how cultural, economic, and technological shifts have reshaped financial aspirations. Along the way, they address the widening wealth gap, job market challenges, the romanticized view of entrepreneurship, and the role of social media in distorting expectations.

Finally, Wheeler and Colin debate whether wealth itself is inherently “bad” or whether systemic issues are to blame for growing economic discontent. They share personal insights on navigating the “K-shaped” economy, why traditional career paths may no longer be the safest bet, and how finding in-demand skills—whether in trades, corporate roles, or investments—can be a way forward. This thoughtful and candid episode blends humor, personal stories, and practical advice, leaving listeners with a clearer view of how to think about money, work, and success in today’s rapidly changing world.

Follow Us:

• Instagram: https://www.instagram.com/compoundgrowthpod
• YouTube: https://www.youtube.com/@CompoundGrowthPodcast
• TikTok: http://www.tiktok.com/@compoundgrowthpod
• Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
• Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/

Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims

In this episode of Compound Growth, Wheeler and Colin welcome Andree Mohr, President of Integrated Partners, for a wide-ranging conversation on leadership, independence in financial advice, and the evolving role of AI. From her Canadian upbringing on a family farm to leading one of the industry’s most respected RIAs, Andree shares how her background shaped her people-first approach to business—and why she believes perspective and community are essential to growth.

The conversation explores the advantages of independence in serving clients, the need to cut through industry jargon, and how technology can either erode or enhance the human connection. Andree offers candid insights into how AI, when used with intention, can free advisors to spend more time in their “unique ability” while delivering better, more personalized advice. She also addresses the responsibility she feels as a female leader in finance and the importance of modeling abundance for the next generation.

Packed with personal stories, leadership lessons, and a few laughs about mystery packages and overstocked seltzers, this episode will leave you thinking differently about advice, technology, and the relationships that shape our work. Whether you’re in finance, leadership, or simply navigating your own growth, Andree’s perspective is one you won’t want to miss.

Find Andree:
Integrated Partners: https://integrated-partners.com/bio-andree-peterson/
LinkedIn: https://www.linkedin.com/in/andree-peterson/

Follow Us:

• Instagram: https://www.instagram.com/compoundgrowthpod
• YouTube: https://www.youtube.com/@CompoundGrowthPodcast
• TikTok: http://www.tiktok.com/@compoundgrowthpod
• Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
• Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/

Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims

In this episode of Compound Growth, Colin and Wheeler dive into the emotional and financial toll of fraud, unpacking real-life stories from their personal lives and the people around them. From a $2,000 church gift card scam to a fake car dealership scheme, the co-hosts highlight how even the financially savvy can fall victim to increasingly sophisticated phishing attempts. The lesson? Simplicity and skepticism are powerful tools in today’s digital landscape.

As the conversation evolves, Colin and Wheeler explore the broader implications of financial decision-making—why simplifying isn’t always simple, and how adding convenience can paradoxically add complexity. They examine how we justify our spending habits, where our “want monsters” come from, and how personal values shape our financial priorities. From lawn care dilemmas to luxury watches, no topic is too mundane when viewed through the lens of intentional living.

Ultimately, this episode is about more than fraud or finances—it’s about learning to know yourself, understanding the mental baggage you carry, and being unapologetic in your choices. Whether it's prioritizing time with your kids, traveling the world, or buying the Lego set you never got as a child, the takeaway is clear: simple choices, rooted in self-awareness, compound into a meaningful life.

Follow Us:

• Instagram: https://www.instagram.com/compoundgrowthpod
• YouTube: https://www.youtube.com/@CompoundGrowthPodcast
• TikTok: http://www.tiktok.com/@compoundgrowthpod
• Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
• Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/

Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims