Beyond the Portfolio | A Conversation with Sarah Baker, CFP

🎧 About the Episode:

In this episode, host Julia Healey sits down with Sarah Baker, CFP®, Senior Financial Planner at Mason Investment Advisory Services, to explore how philanthropy becomes transformational when it’s fully integrated into financial planning. Sarah shares how her early exposure to service shaped her belief that wealth should align with values—and why she regularly asks clients, “Why do you have more than you need?”

Together, they discuss donor-advised funds as a powerful, flexible giving tool, how thoughtful planning before a business sale can fund both retirement and lifelong philanthropy, and why automation is the key to building sustainable generosity. Sarah also reflects on the pivotal moment that led her to focus on empowering women through major life transitions and ensuring both spouses are engaged in financial conversations. This episode is a practical and personal look at moving from fear to freedom through intentional giving.

Show your support for Sarah and this work by liking, sharing, and leaving a comment below.

🔗 Connect with Sarah:

Sarah’s LinkedIn: https://www.linkedin.com/in/sarah-baker-95046435/

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Control What You Can Control | A Conversation with Garry Gilliam (Part 2)

About the Episode

In part two of this two-part conversation, Julia Healey continues her discussion with Garry Gilliam as he shares the next phase of his journey from an outstanding Pro Day performance at Penn State to going undrafted and navigating the realities of entering the NFL as a free agent.

Garry walks through the emotional weight of Draft Day, the mindset shift required to focus on opportunity rather than disappointment, and his decision to sign with the Super Bowl–defending Seattle Seahawks. He reflects candidly on early struggles at training camp, experiencing imposter syndrome, and the importance of asking for help, stacking incremental improvement, and controlling what he could control each day

Garry explains how his experiences living and playing in Seattle and San Francisco exposed him to deep systemic challenges around housing, food security, and access to opportunity. Drawing on lessons from the Milton Hershey School and his background in business and sustainability, he outlines the vision behind The Bridge Eco Village — a mixed-use, community-based model designed to help people work, eat, live, learn, and play, supported by education and pathways to self-sufficiency

Connect with Garry: https://www.garrygilliamjr.com/

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The Inspired Changemakers Podcast spotlights people turning purpose into action. Each episode features a new guest sharing their journey, insights, and projects making a difference in their communities and beyond. Listen in, learn, and get inspired to take your next step!

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Control What You Can Control | A Conversation with Garry Gilliam (Part 1)

About the Episode

In Part One of this two-part conversation, Julia Healey sits down with Garry Gilliam — former NFL player, Penn State graduate, and founder of The Bridge Eco Village — to explore how adversity, structure, and belief shaped his path from Harrisburg, Pennsylvania, to national impact.

Garry reflects on growing up in generational poverty, being sent at eight years old to the Milton Hershey School, and the difficult mindset shift required to move from survival to opportunity. He shares how a “whole child” approach, focused on mind, body, spirit, and community, helped him redefine what was possible when resources and stability were finally in place.

The conversation also dives into Garry’s devastating college injuries, the mental battle of being told he had just a 10% chance of returning to form, and the discipline of focusing on effort, character, and the next right step when everything else felt out of control. Throughout, Julia and Garry unpack bigger questions about education, transition, and why preparing people for success must include preparing them for what comes next.

This episode sets the foundation for Part Two, where Garry’s NFL journey and the vision behind The Bridge take center stage.

Connect with Garry: https://www.garrygilliamjr.com/

Join our community of Inspired Changemakers!

The Inspired Changemakers Podcast spotlights people turning purpose into action. Each episode features a new guest sharing their journey, insights, and projects making a difference in their communities and beyond. Listen in, learn, and get inspired to take your next step!

You can find us on:
Facebook

Instagram

LinkedIn

YouTube

BuzzSprout

Support the show