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  • Built to Last: Family Legacy, Leadership & Growing Johnson Tractor with Patrick Johnson

    Built to Last: Family Legacy, Leadership & Growing Johnson Tractor with Patrick Johnson
    2026/07/09
    What does it take to lead a family business that's served Wisconsin's agricultural communities for generations? In this episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb sit down with Patrick Johnson, co-owner of Johnson Tractor, to discuss the responsibility of carrying forward a family legacy while preparing the business for the future. Patrick shares how his grandfather founded Johnson Tractor after returning from the Korean War, the experiences that shaped him while working in international agriculture and living abroad, and the leadership lessons he's learned since returning to the family business. From buying grain in Russia to helping lead one of the Midwest's premier agricultural equipment dealerships, Patrick's journey offers a unique perspective on resilience, innovation, and stewardship. The conversation explores the importance of culture, mentorship, continuous learning, and serving the farming communities that have been at the heart of Johnson Tractor's success for decades. In this episode: The history and legacy behind Johnson Tractor Lessons from working in international agriculture and living overseas How global experience strengthened Patrick's leadership approach Leading a multi-generational family business through growth and change The importance of company culture, mentorship, and lifelong learning Why earning trust and serving your community are keys to long-term success Whether you're a business owner, entrepreneur, family business leader, or simply interested in the values that build enduring companies, this episode offers practical insights on leadership, succession, and creating a legacy that lasts. Beyond the Balance Sheet is the podcast from Wisconsin Capital Management, where conversations with business leaders, entrepreneurs, and community innovators reveal that lasting wealth is built through strong values, thoughtful leadership, and a long-term vision.
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    14 分
  • The Principles That Never Change: 40 Years of Investing with Tom Plumb

    The Principles That Never Change: 40 Years of Investing with Tom Plumb
    2026/07/09
    What separates successful investors from everyone else? According to Wisconsin Capital Management Founder and CEO Tom Plumb, it's not predicting the next hot stock—it's staying disciplined when markets become emotional. In this special episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb turn the microphone toward the person who built Wisconsin Capital Management from the ground up. Tom reflects on more than 40 years in the investment industry, sharing the personal experiences, market lessons, and timeless principles that continue to shape his investment philosophy today. From navigating the 1987 market crash to raising a young family while building a career, Tom offers practical wisdom about risk, patience, long-term investing, and why understanding what you own matters more than reacting to headlines. Whether you're just beginning your financial journey or preparing for retirement, this conversation is packed with insights that extend far beyond the markets. In this episode: Tom Plumb's journey to founding Wisconsin Capital Management Lessons learned from more than four decades of market cycles Why volatility isn't always the same as risk Building wealth through discipline and long-term thinking The importance of investing in yourself, your family, and your future Timeless advice for investors in today's changing markets Beyond the Balance Sheet is the podcast from Wisconsin Capital Management, where real stories, experienced leaders, and thoughtful financial conversations help you build confidence for whatever comes next.
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    16 分
  • Investing in Your Greatest Asset: Health, Entrepreneurship & Purpose with John Hernan

    Investing in Your Greatest Asset: Health, Entrepreneurship & Purpose with John Hernan
    2026/07/09
    What if your greatest investment isn't your portfolio—but your health? In this episode of Beyond the Balance Sheet, hosts Aaron Carreno and Nathan Plumb welcome John Hernan, owner of Degree Wellness in Middleton, Wisconsin, to discuss why proactive wellness may be the most valuable investment anyone can make. John shares his remarkable career journey—from spending 25 years helping grow a Wisconsin company into a successful employee-owned business (ESOP) to leaving the corporate world in pursuit of something more meaningful. That search led him to Degree Wellness, where he now helps people improve their health, energy, recovery, and quality of life through personalized wellness therapies. Together, they explore the parallels between building financial wealth and building lifelong health: both require intentional decisions, consistency, and a long-term mindset. In this episode: John's transition from corporate executive to wellness entrepreneur Lessons learned from building and selling an employee-owned (ESOP) company Why he chose to invest in the health and wellness industry How Degree Wellness is changing the way people approach preventive care The connection between physical health, financial success, and overall well-being Why investing in yourself may deliver the greatest return of all Whether you're an entrepreneur, business leader, investor, or simply looking to live a healthier, more fulfilling life, this conversation offers practical insights on creating long-term success—both financially and personally. Beyond the Balance Sheet is the podcast from Wisconsin Capital Management, where meaningful conversations with business leaders, entrepreneurs, and community innovators explore the principles that create lasting wealth, purpose, and impact.
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    19 分
  • The Power of Relationships in Business ft. Dave Gorwitz, Attorney

    The Power of Relationships in Business ft. Dave Gorwitz, Attorney
    2026/06/16
    In this episode, we sit down with Dave Gorwitz for an insightful conversation on business leadership, financial growth, and navigating today's evolving economic landscape. Dave shares his perspective on building long-term success, developing meaningful professional relationships, and making smart financial decisions in uncertain times. From leadership lessons and entrepreneurial mindset shifts to wealth-building strategies and market insights, this episode delivers practical takeaways for business owners, professionals, investors, and anyone focused on personal and financial growth. Whether you're looking to grow your business, strengthen your financial future, or gain perspective from experienced leadership, this conversation offers valuable insight and real-world wisdom you can apply today. Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, info@wiscap.com, 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717. Any reference to professional credentials is not: 1) an assurance that any current or prospective client will receive a certain level of service from Wisconsin Capital Management; 2) an endorsement by or on behalf of the organization sponsoring the credential; or 3) an assertion that employees will maintain the credentials identified.
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    26 分
  • Leading with Purpose: Conversation ft. Alison Kilkelly

    Leading with Purpose: Conversation ft. Alison Kilkelly
    2026/05/27
    In this episode, Alison Kilkelly of AK Counseling, AlisonKilkelly.com, joins us for a conversation focused on leadership, professional growth, and the power of building strong relationships in business and community. Alison shares insights from her professional journey, discussing the importance of authentic leadership, creating meaningful connections, and navigating challenges in today's evolving business landscape. We explore the value of collaboration, personal development, and leading with purpose while balancing growth, impact, and long-term success. Whether you're an entrepreneur, business professional, community leader, or someone looking to grow both personally and professionally, this episode offers practical insight and inspiring perspective. Tune in for a thoughtful conversation on leadership, opportunity, and creating lasting impact in business and beyond. Wisconsin Capital Management (WCM) is a registered investment adviser. SEC registration does not imply a certain level of skill or training. Investing in securities involves risk, including the potential loss of principal; past performance guarantees no future results. WCM owns the Beyond the Balance Sheet Podcast; all podcast content is intended strictly for educational and informational use and does not constitute formal financial, investment, or legal advice. This material is for informational purposes only and should not be construed as a solicitation or financial, legal, or tax advice. WCM's Form ADV Part 2A contains detailed information regarding operational practices, conflicts of interest, and fee structures, and is available upon request by contacting: wiscap.com, info@wiscap.com, 608-960-4616, or 8020 Excelsior Dr, Suite 402, Madison, WI 53717. Any reference to professional credentials is not: 1) an assurance that any current or prospective client will receive a certain level of service from Wisconsin Capital Management; 2) an endorsement by or on behalf of the organization sponsoring the credential; or 3) an assertion that employees will maintain the credentials identified.
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    19 分