Tag: Retirement Planning
The Great Loop with Bob Gibson (Ep. 14)

The Great Loop with Bob Gibson (Ep. 14)

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What inspires a journey into the unknown?

In this episode, Mike welcomes local business owner Bob Gibson to share his thrilling voyage, commonly known as the “Great Loop.” Discover how a simple boat ride turned into a life-altering adventure, circumnavigating the eastern United States by water. Bob recounts the ups and downs of this daring escape from daily routines, all underscored by the lessons learned about resilience and self-discovery.

Mike and Bob discuss: 

  • What sparked Bob’s desire for such a grand adventure
  • The preparation and transformation from dream to reality
  • The unexpected challenges and their intense learning curve during the voyage
  • Bob’s favorite moments from the journey and plans for the future
  • And more

Tune in to explore the concept of chasing freedom beyond the conventional lifestyle and understand how uncharted waters can redefine retirement.

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About Our Guest: 

Gibson Capital’s story began with Bob Gibson, a visionary financial planner whose career spanned over 40 years. Bob traveled the country, partnering with the best money managers to help protect clients from major market downturns, including the 1987 crash, the tech bubble of 2000, the Great Recession of 2008, and the COVID crash of 2020. His investment mantra was simple but profound: “Defense is more important than offense.”

Bob’s dedication laid the foundation for Gibson Capital’s philosophy of capital preservation, thoughtful growth, and client-first service. After Bob’s passing in November 2021, Steve took the helm, rebranding the firm while honoring its founding values. Today, Gibson Capital continues to thrive, blending time-tested strategies with modern innovation.

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Important Investment and Personal Wealth Insights with Rick Wedell (Ep. 5)

Important Investment and Personal Wealth Insights with Rick Wedell (Ep. 5)

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What’s happening in the market? Need to enhance your understanding of the current market landscape?

In this episode, Rick Wedell, the Chief Investment Officer at RFG Advisory, joins Mike Heckman to talk about his approach to providing investment resources and managing assets for advisors and clients. 

Rick emphasizes the importance of expertise in institutional investment teams while highlighting the value of his Bluemonte System for customized investment portfolios. He also shares insights on market conditions, inflation, and rational decision-making when it comes to personal finances and investments. 

Rick discusses: 

  • How to maintain rationality throughout your portfolio
  • The creation of the Bluemonte System: What it does and its approach to helping firms and individuals
  • How to successfully navigate macroeconomic events, and why it’s important to ignore the noise and focus on long-term goals
  • The current market conditions and trends he is paying attention to and why you should too
  • And more!

Connect with Mike Heckman: 

Connect with Rick Wedell:

About Our Guest: 

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG’s Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. Rick also leads the design and enhancements of RFG’s custom-built, institutional-caliber, client-focused investment platform known as”Bluemonte,” which currently manages over $3 billion of assets under management.

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