Charting
the Course

Morgan Housel is a partner at The Collaborative Fund and the author of the book The Psychology of Money, which has sold over three million copies since its release in 2020. Morgan has become one of the top thought leaders in the finance and investment world, and we were so grateful for his willingness to sit for a conversation.  As discussed in the intro, Tyler is joined today by Zac Reynolds, Full Sail CIO, as he helps facilitate the episode. Enjoy!

• The Psychology of Money
• Morgan's Blog
• The Morgan Housel Podcast

For our first Anchored conversation of 2023, we were thrilled to have Chuck Wiggin, President of Wiggin Properties, join the pod. He sat down with Tyler and Max to discuss all things real estate, tax credits, and even some OKC history. We dive in a bit deep on both New Market Tax Credits and Historical Tax Credits, so if you would like to do more reading on either, see below. Have a great week!

• https://www.wigginprop.com/
• https://www.nmrllc.com/
• https://www.cdfifund.gov/

Our CIO, Zac Reynolds, and investment analyst, Austin Burks, sit down in the studio and reflect back on the 1st quarter of 2023. We reflected on the first few months of activity in the capital markets and discussed a few relevant news items and popular headlines. Listen to learn the latest!

The Morgan Housel Podcast

We were honored to be joined by Kari for a conversation focused on the history and meaning behind both the memorial and the museum and the role Kari has played over the years. As we approach the 28th anniversary of that dreadful day in OKC, we leave you with this - the mission statement and guiding principles of this great memorial: We come here to remember those who were killed, those who survived and those changed forever. May all who leave here know the impact of violence. May this memorial offer comfort, strength, peace, hope and serenity.

Website: https://memorialmuseum.com/

Today, Aaron Ackerman joins the pod to discuss the world of transaction advisory services and the role of interim CFO. His past deals have included companies ranging from start-ups to firms with over $1B in revenue. David and Tyler were honored to sit down and have the opportunity to talk with Aaron and we encourage you to visit the resources below:.

• Website: Aaron Ackerman Bio
• Podcast: How That Happened
• Book: 55 Questions

Hannah Schmitt is the founder and owner of The Treasury, Oklahoma City's first female coworking space. Along with her husband, Brian, they set out to create a community for women to focus on themselves and their businesses, but also for learning, engagement and support. To learn more or to become a member, we highly encourage you to check out their website and follow the company on social media.

• Website
• LinkedIn
• Instagram

As we turn the page to a new month, we wanted take a moment and celebrate Full Sail Capital's 5th anniversary. Tyler is joined by the three founding principles, Scott Cravens, Zac Reynolds, and David Stanley, as they discuss the growth, challenges, and stories from the first 5 years as a firm. We encourage you to visit our website and please let us know if we can answer any questions. Enjoy!

Lauren Warkentine is the founder and CEO of William & Lauren, a custom clothing firm focused on capturing your personality and unleashing your confidence. Tyler, along with Katherine Vanlandingham and Scott Cravens, was honored to have Lauren join us on the most recent At The Helm episode as she shared her entrepreneur story.

• www.williamandlauren.com
• Stewarding Generational Wealth Podcast Series