『Planet Wealth: Fortunes of the Brave』のカバーアート

Planet Wealth: Fortunes of the Brave

Planet Wealth: Fortunes of the Brave

著者： Lance Woodson & Mary Kathryn Johnson
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 Planet Wealth: Fortunes of the Brave spotlights the visionaries willing to step first, because—much like the old saying—fortune favors the brave. Hosted by Co-Founder & CEO Lance Woodson and CXO Mary Kathryn Johnson, every episode rallies around Planet Wealth's mission: expanding capital access and curating investments—powered by community, accelerated by technology, leading a movement together. Across candid conversations and tactical deep-dives, you'll hear how founders, investors, and trailblazing communities are targeting economic barriers and narrowing the wealth gap one regulated offering at a time. Listeners walk away with transparent frameworks, real-world case studies, and the conviction that nobody has to feel left behind on Planet Wealth. Disclaimer: This show is produced for educational and entertainment purposes only and does not constitute financial, legal, or tax advice. Nothing discussed should be interpreted as an offer to sell—or a solicitation to buy—any security. All investments involve risk. Conduct your own due diligence, consult licensed professionals, and decide whether the opening presented aligns with your personal objectives. Explore a world apart form Wall Street with the Planet Wealth: Fortunes of the Brave Podcast! Connect with Us: https://linktr.ee/planetwealthofficial Website: https://planetwealth.com/© Planet Wealth 個人ファイナンス 経済学
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  • E32: Nick Malouin: From Chaos to Clarity: How Innovators Turn Uncertainty Into Action

    E32: Nick Malouin: From Chaos to Clarity: How Innovators Turn Uncertainty Into Action
    2025/12/08
    Mary Katherine Johnson welcomes Nick Malouin, Senior Strategy Director at Electric Innovation, to unpack how innovation strategy turns ambiguity into action. From Capgemini to Electric, Nick has spent a decade taking ideas from insight to in-market—bridging hard data with human truth so teams can build products people actually want. He breaks down why the best work starts with the consumer journey, not the org chart; how to separate signal from noise with out-of-category insights; and why "possible futures" beat single-line forecasts. If you care about product development, consumer insights, behavioral economics, category design, and getting prototypes into the wild, this one's for you. Nick explains Electric's niche between classic strategy firms (anchored in what's proven) and pure design shops (anchored in what's possible). Their mantra, de-risking bravery, means chasing bold ideas while pressure-testing feasibility, business model, and adoption risk early. We dig into methods that move the needle: defining a sharp tension/insight before jumping to features, using ethnography to observe real behavior (not just self-report), stress-testing concepts with fast "Instagram prop" ads to gauge click intent, and shaping education that inspires novices (think visual, not academic) so they stay engaged after the first setback. You'll hear a post-pandemic gardening case where growth stalled despite strong data trends; the fix came from understanding beginners' fragility and redesigning inspiration and reassurance, proof that buyer-focused journeys beat static funnels. Nick also shares a Vanguard example translating an intangible future into a tangible target number + savings rate, turning "I'll invest tomorrow" into action today. We close with the real talk: getting from Post-it to shelf is nonlinear; commit long-term, stay flexible, and solve one job at a time. Subscribe to Fortunes of the Brave for bold, credible, visionary conversations that help you take the next right step. Key Takeaways: • Start with tension → insight → solution; the best concepts "reveal themselves." • Blend data + human truth; watch behavior, don't just record opinions. • Prototype demand fast (e.g., ad tests) to validate value props before you build. • Design buyer journeys, not one-shot funnels; inspire novices with visuals. • Commit to the long game; be brave and adapt when the world changes. Chapters: • 00:00 – Welcome + "electric, strategy, innovation" • 00:43 – Nick's path: Capgemini → innovation consulting • 02:51 – Mindset shift: comfort with uncertainty • 05:10 – Why Electric: merging proven data with possibility (de-risking bravery) • 08:01 – Start with the consumer: research, ethnography, human truths • 10:03 – "Category" defined; core vs adjacencies • 11:37 – Long-term truths vs trend noise • 13:40 – Possible futures, not predictions; avoiding hype curves • 17:11 – Data ≠ answer; innovation is where lines deviate • 17:39 – Case study: gardening stall → inspire & reassure beginners • 20:38 – Make education visual, not academic; buyer-focused journeys • 25:57 – Insight first; Vanguard: make the future tangible • 31:26 – From Post-it to product: solve one job; get feedback early • 33:54 – "Instagram props" to test click interest in real time • 35:29 – Final advice: long-term commitment with flexibility Resources Mentioned: • Electric Innovation (strategy, innovation & design consultancy) • Capgemini; Fahrenheit 212 (innovation consultancy reference) • Vanguard (behavior-driven planning example) • "Instagram props" for rapid concept testing (ad-based pretotyping) Connect with Nick: • Company: Electric Innovation • Search: "Nick Malouin Electric Innovation" for talks & articles Follow Planet Wealth: Instagram | TikTok | Facebook | LinkedIn | YouTube planetwealth.com
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    37 分
  • E31: Janice Shade: How Community Capital Moves Money from Wall Street to Main Street

    E31: Janice Shade: How Community Capital Moves Money from Wall Street to Main Street
    2025/12/01
    Community capital, crowdfunding, and local investing take center stage in this episode of Fortunes of the Brave. Systems entrepreneur and financial innovator Janice Shade, co-founder of Milk Money Vermont and founder of Capital Innovation Lab and Fundamenta, joins host Lance Woodson to unpack how everyday people can invest in the small businesses that define their hometowns. From her early days at Seventh Generation questioning the "green premium" to designing new models for Main Street investing, Janice shows why traditional capital markets leave most founders and communities behind. She shares the moment an attorney chuckled at her "million moms" funding idea and how that dismissal pushed her to pioneer legal, practical paths for citizen investors long before crowdfunding was a buzzword. You'll hear the inside story of Milk Money Vermont, including the maple syrup startup whose founder burst into tears when a complete stranger invested in her business online. Janice explains why most successful equity crowdfunding campaigns still rely heavily on founders' own networks, and why investor education is the missing link to scaling community capital. Janice and Lance dig into why small business funding is so hard, what keeps women and underrepresented founders from seeking capital, and how tools like her Money Map help entrepreneurs choose the right pathway instead of defaulting to banks or "finding a sugar daddy" investor. They wrestle with the tension between making money and making meaning, asking how much is enough and what true community wealth looks like when investors and founders sit on the same side of the table. If you care about impact investing, local economies, or finally moving your portfolio off Wall Street and into Main Street, this conversation is a masterclass in what's possible right now, and what still needs to change. Listen to this episode of Fortunes of the Brave to see how your money can start serving your community, not the other way around. Key Takeaways: Challenge the assumption that banks and venture capital are the only viable sources of small business funding. Discover how intrastate crowdfunding and state-level regulations opened the door for local investing. Learn why most crowdfunding campaigns still raise 90–95% of capital from the founder's own warm market. Understand how financial literacy and "Money Map" thinking can give entrepreneurs real power at the capital table. Reimagine wealth as a shared community outcome, not just an individual net-worth number. Chapters: 00:00 – Why this conversation on community capital matters now 01:38 – From Seventh Generation to questioning the "green premium" 03:57 – Getting laughed at and inventing new paths to capital 06:51 – Ben & Jerry's, intrastate crowdfunding, and Vermont's law change 09:43 – Milk Money Vermont and "neighbors investing in neighbors" 14:30 – Why crowdfunding is still harder than it should be 17:50 – Moving money off Wall Street and onto Main Street 23:09 – The Money Map: redesigning the entrepreneur's capital journey 25:55 – Women founders, fear of finance, and under-capitalized communities 28:30 – Nonprofit fundraising fatigue and the leap to Fundamenta 31:53 – Redefining wealth, enoughness, and community outcomes 36:21 – New tools for finance: beyond the master's house and tools 38:08 – CDFIs, local loan funds, and cities as funding engines 44:16 – Starting your first company at 42 with two kids 46:11 – Closing thoughts and Fortunes of the Brave CTA Resources Mentioned: Milk Money Vermont Capital Innovation Lab Fundamenta (community capital platform) Vermont Evaporator Company Vermont Community Loan Fund (CDFI) Community Development Financial Institutions (CDFIs) Seventh Generation Ben & Jerry's early intrastate offering JOBS Act and early Regulation Crowdfunding "Moving Money" (book mentioned in the episode) Connect with Janice: Website: https://www.janiceshade.com LinkedIn Other: Capital Innovation Lab – https://innovatecapital.org Follow Planet Wealth: Instagram | TikTok | Facebook | LinkedIn | YouTube Website: planetwealth.com
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    44 分
  • E30: Chad Hufford: Dare to Be Different: The Blueprint for Abundance

    E30: Chad Hufford: Dare to Be Different: The Blueprint for Abundance
    2025/11/24

    Mary Katherine Johnson welcomes Chad Hufford, Founder & Financial Planner at Veritas Wealth Management, for a refreshingly human conversation about building wealth you'll actually want to live with. Chad argues we're wired for scarcity and crowd-following—great for survival, terrible for long-term freedom—so real progress starts with mindset, meaning, and management of the investor (not just the investments).


    You'll hear how to define date-specific, dollar-specific goals (e.g., "₍future date₎ + net monthly income after tax"), then reverse-engineer the needed assets and monthly contributions. Chad shares a powerful "deck of cards" story to illustrate finding a cause big enough to fuel discipline, plus a practical way to turn foggy dreams into a living blueprint you can adapt with technology as life changes. We cover staying focused on controllables, designing a job-optional lifestyle, and why courage matters: you can't be brave without fear. Subscribe to Fortunes of the Brave for bold, credible, visionary conversations that help you take the next right step.

    Key Takeaways:
    • Abundance is designed, not stumbled into. Start with meaning, not someone else's values.
    • Coach the investor, not (only) the portfolio. Behavior beats products over decades.
    • Write date-specific, dollar-specific income goals and reverse-engineer assets & monthly saving.
    • Break the big goal into monthly and daily inputs; celebrate consistency.
    • Build a living plan; technology helps scenario-plan and cool emotional reactions.
    • Focus on what you can control (saving rate, costs, behavior) vs. headlines you can't.
    • Dare to be different. The crowd's average outcomes aren't your target.
    • Courage ≠ no fear. It's moving forward with fear toward the best version of your life.

    Chapters:
    • 00:01 – Welcome + why abundance beats scarcity
    • 00:55 – We're wired to survive, not thrive (and what to do about it)
    • 02:56 – Managing investors > managing investments (coaching vs. products)
    • 06:19 – Mindset first: you bring "you" into the future
    • 08:53 – Clarity: date-specific, dollar-specific income goals
    • 10:53 – The "deck of cards" story: finding a why big enough to endure
    • 12:10 – Job-optional lifestyle: purpose after paychecks
    • 14:13 – Reverse-engineering: assets, contributions, inflation adjustments
    • 16:00 – Daily inputs, monthly wins: making progress visible
    • 18:54 – Diagnose before you prescribe (relational planning)
    • 22:21 – The blueprint metaphor (plans evolve; guardrails remain)
    • 24:50 – Tech + planning: modeling, quick pivots, cooler heads
    • 30:17 – Staying calm in storms by returning to the blueprint
    • 32:03 – People over products; relationship > charts
    • 34:12 – Dare to be different: why "normal" isn't safe
    • 36:03 – Final word: courage means acting despite fear

    Resources Mentioned:
    • Veritas Wealth Management (Chad's firm)
    • "Date-specific, dollar-specific" goal setting (income-first planning)
    • "Job-optional lifestyle" concept
    • "No plan survives first contact with reality" (planning as a living document)

    Connect with Chad:
    • Company: Veritas Wealth Management
    • Role: Founder & Financial Planner
    • Search: "Chad Hufford Veritas Wealth" for site & resources

    Follow Planet Wealth:
    Instagram | TikTok | Facebook | LinkedIn | YouTube
    Website: planetwealth.com
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    38 分
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