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Wisconsin Capital Management-Beyond the Balance Sheet Podcast

Wisconsin Capital Management-Beyond the Balance Sheet Podcast

Von: Wisconsin Capital Management
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Beyond the Balance Sheet Podcast-Where inspiring stories meet thoughtful financial insight! Real stories. Smart insights. Meaningful conversations. From entrepreneurs, innovators, artists, professionals and scholars doing extraordinary things. Each episode will bring real conversations with a financial twist. Follow the conversations with our hosts, Aaron Carreno & Nathan Plumb.2026
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  • The Power of Relationships in Business ft. Dave Gorwitz, Attorney

    The Power of Relationships in Business ft. Dave Gorwitz, Attorney
    Jun 16 2026
    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 Min.
  • Leading with Purpose: Conversation ft. Alison Kilkelly

    Leading with Purpose: Conversation ft. Alison Kilkelly
    May 27 2026
    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 Min.
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