Who Ya Know Show

By: Trevor Houston
  • Summary

  • Unlock your hidden potential with the Who Ya Know Show by ClearPath Wealth Strategies, where 'Who Ya Know' can make all the difference in your wealth, health, business, career, relationships and life! Join Trevor Houston and Mark Elder as they interview industry top experts to uncover success blueprints and actionable steps for becoming your best self. As licensed financial professionals, they also offer insurance and financial products through various carriers. Content is for informational purposes only. Guest views/opinions do not reflect the hosts. For more info, visit 👉 CPWstrategies.com
    Trevor Houston
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Episodes
  • Isaac Carter & Vanny Maltez Navarro | From Coding to Crushing: Winning Strategies for Tech Founders
    Feb 13 2025

    About the Guest(s):

    Isaac Carter is a seasoned professional with over 20 years of experience as a data architect. Along with his expertise in coding and technology development, Isaac is committed to fostering innovation and supporting tech startups. He works closely with Vanny Maltez Navarro, who has a robust background in legal and finance sectors. Together, they have championed numerous tech startups to success through their involvement with Code Launch events, bringing extensive technical and business insights to the table.


    Episode Summary:

    In this empowering episode of the "Who You Know Show," host Trevor Houston delves into the world of tech startups with guests Isaac and Vanny, renowned champions at Code Launch 2024. The episode sheds light on the critical issue of product market fit, which is often the pitfall for many startups, reflecting on how 40% fail due to this oversight. Isaac and Vanny introduce their strategic approach to guide startups towards market success by focusing on market needs and not just technology.

    As Isaac and Vanny share their experiences from the world of startups, they underscore the importance of balancing technological innovation with strong market strategies. Utilizing their backgrounds in data architecture, legal, and finance, they mentor new businesses to align their product offerings with market demands. With insights into how they have helped tech startups innovate and adapt, listeners are treated to fascinating stories of innovation, mentorship, and success. Coding expertise combined with a strategic business mindset is what Isaac and Vanny offer the next generation of tech leaders, proving that with the right guidance, startups can become economic powerhouses.


    Resources:

    • Isaac Carter LinkedIn:https://www.linkedin.com/in/isaac-carter/recent-activity/all/
    • Vanny Maltez Navarro LinkedIn:https://www.linkedin.com/in/vanny-maltez-navarro-6a595b59/
    • Career Transition Summit:https://event.webinarjam.com/register/67/04404igv
    • LinkedIn e-book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://online.flippingbook.com/view/714118097/⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠
    • Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show ⁠⁠⁠⁠⁠⁠⁠⁠
    • Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.com


    Chapters:

    (0:00) Empowering Startups Through Market-Focused Tech and Business Coaching

    (2:28) Balancing Technology and Market Needs in Startup Success

    (4:43) Flexibility and Adaptation in Startup Success

    (6:46) Empowering Tech Leaders and Creating Opportunities in Central America


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    9 mins
  • Rachel Cruze | Transforming Financial Chaos into Control: Lessons from Rachel Cruze
    Feb 6 2025

    About the Guest(s):


    Rachel Cruze:

    Rachel Cruze is a finance speaker, and author, best known as the daughter of renowned financial professional Dave Ramsey. With a mission to educate and empower individuals on their financial journey, Rachel has authored multiple best-selling books, including Love Your Life, Not Theirs and Smart Money Smart Kids. She co-hosts The Rachel Cruze Show and has a knack for breaking down complex financial topics into practical steps for everyday people. Rachel is also a prominent personality at Ramsey Solutions, where she continues to influence and inspire through her various roles.


    Episode Summary:

    In this illuminating episode of the Who Ya Know Show, host Trevor Houston welcomes finance professional Rachel Cruze to discuss the art of financial intentionality and contentment. Rachel delves into her upbringing as the daughter of Dave Ramsey, sharing how her parents' approach to financial education shaped her perspective. She reflects on the lessons learned from her parents' bankruptcy and how those experiences have influenced her work today. Rachel also highlights the importance of budgeting, intentional spending, and the emotional aspects of money management. The conversation transitions into a detailed analysis of modern financial challenges, emphasizing the need for intentionality in money management. Rachel shares strategies for creating effective budgets, reducing financial stress, and cultivating a mindset of contentment and gratitude. She touches on the pitfalls of a victim mentality and the societal pressures that often lead individuals to equate their net worth with their self-worth. Rachel's insights are both practical and profound, offering listeners actionable steps to take control of their financial future.


    Resources:

    • Rachel Cruze's Book:https://ter.li/0uz692
    • Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show⁠⁠⁠⁠⁠⁠⁠⁠
    • Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.com


    Chapters:

    (0:00) Growing Up With Financial Lessons From Dave Ramsey

    (4:49) The Emotional and Psychological Impact of Money and Financial Struggles

    (13:29) The Power of Gratitude and Overcoming Adversity

    (23:28) The Importance of Being Intentional With Your Money

    (31:26) The Importance of Financial Literacy and Early Education

    (35:40) Navigating Envy and Criticism in the Age of Social Media

    (40:11) Father-Son Bonding Through Dollar-for-Dollar Incentives

    (41:05) Rachel Cruze on Financial Wisdom and Hope

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    43 mins
  • Alyssa McEwen | Secrets to Startup Success: Inside Harmonious and Storybook Ventures
    Jan 30 2025

    About the Guest(s):

    Alyssa McEwen is a dynamic entrepreneur and the CEO of Harmonious, a company revolutionizing the investment industry with technological innovations, especially in fund administration and special purpose vehicles (SPVs). Alyssa resonates with entrepreneurship through her family’s business background in Utah. Her expertise expands to managing multiple ventures, including Storybook, where she plays a pivotal role in offering investment opportunities. With a foundation in software engineering, Alyssa is transforming the industry's landscape while advocating for gender diversity and inclusion within traditionally male-dominated financial sectors.


    Episode Summary:

    In this fascinating episode of the "Who You Know Show," host Trevor Houston chats with Alyssa McEwen, CEO of Harmonious. Alyssa shares her journey from growing up on a family ranch in Utah to becoming a leading figure in the fintech and investment sectors. Her story is one of grit, perseverance, and innovation, as she seeks to transform the fund administration field using cutting-edge technology. Her insights into creating harmonious business systems and networks are sure to inspire listeners aiming to elevate their professional growth.

    The conversation dives deep into Alyssa’s entrepreneurial experiences, emphasizing the importance of grit and hard work while navigating the business world. She reflects on overcoming industry challenges, the importance of mentorship, and the power of building genuine relationships. Alyssa also discusses the significant impact of harmonious team dynamics and an inclusive company culture in achieving business success. Whether you’re an entrepreneur, a job seeker, or someone looking to enhance their professional journey, this episode offers invaluable lessons and inspiration to forge ahead.


    Resources:

    • Alyssa McEwen LinkedIn: https://www.linkedin.com/in/alyssalmcewen/
    • Career Transition Summit: https://event.webinarjam.com/register/67/04404igv
    • LinkedIn e-book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://online.flippingbook.com/view/714118097/⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠
    • Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show ⁠⁠⁠⁠⁠⁠⁠⁠
    • Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.com


    Chapters:(

    0:00) Alyssa McEwen's Journey to Launching Harmonious in Private Investments

    (2:46) Lessons in Hard Work and Grit From Ranch Life

    (5:25) Overcoming Challenges and Building Relationships in Fund Administration

    (13:33) Discussing Dog Breeds and Pet Ownership

    (14:16) Overcoming Obstacles and Pursuing Unicorn Status in Fintech

    (17:47) Alyssa McEwen's Journey to Becoming a Unicorn in Fund Administration

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    24 mins

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