• The Secret Thoughts of CEO's Podcast

  • De: Chris Yonker
  • Podcast

The Secret Thoughts of CEO's Podcast

De: Chris Yonker
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  • Resumen

  • In The Secret Thoughts of CEOs and Business Leaders we discuss the real things that are holding you back from a life of joy, peace and happiness. Our guests are other High Achievers who know that life is short and that finding ways to live in alignment with what we truly desire is vital for us to live a truly congruent and fulfilled life. Join us as we unlock the mindset and strategies necessary to get there, generate even bigger outcomes, and connect to something greater-- all without sacrificing what matters most.
    ©2020
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Economía Gestión y Liderazgo Liderazgo
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Episodios
  • Navigating Legacy and Wealth in Family Business with Jason Smith

    Navigating Legacy and Wealth in Family Business with Jason Smith
    May 5 2025

    Secret Thoughts of CEOS Ep. 133

    Priorities for Family Offices Working in a Fractured World with Angelo Robles

    In this powerful episode, host Chris Yonker sits down with Jason L Smith, founder of JL Smith Group, author of The Bucket Plan, and a nationally recognized financial advisor. Jason opens up about being fired by his own father, building a purpose-driven business from the ground up, and the holistic philosophy that now guides his wealth management firm—which oversees more than $4 billion in assets. Jason also shares deeply personal stories about resilience, raising grounded kids, and how intentional structure and values shape both his legacy and his clients’.

    Timestamps

    • 03:30 – Jason’s origin story: Fired by his dad, starting from scratch
    • 14:20 – "Everything’s fine" vs. proactive planning: health + financial parallels
    • 22:45 – The biggest tax mistake business owners make
    • 34:00 – Educating next-gens: Financial stewardship in action
    • 41:45 – The Bucket Plan: Now, Soon, Later framework
    • 53:15 – Self-worth after financial collapse and bouncing back

    Quotes

    · “I’m actually the youngest of 11 and, um, it was a mixed marriage like my mom and dad, you know, both had kids came together and had me kinda like the Brady Bunch and I was like, uh, Alice or the dog.”[03:24]

    · “Yeah, I. I. I feel like unfortunately our educational system is pretty broken in, in, in regards to teaching basic, you know, financial literacy, right?” [27:32]

    · “And my top five are the top five most important things to me, like my true north in life. And you know, my top five is number one is health. Mind, body, and soul. Number two is Holly, my wife. Number three is my kids. Number four is my family and friends. And number five is leading and learning.” [48:45]

    Websites:

    fambizforum.com.

    www.chrisyonker.com.

    jlsmithgroup.com

    Buy “The Bucket Plan” book Bucket-Plan®

    Facebook: @JLSmithGroup

    Instagram: @jl_smith_holistic_wealth

    LinkedIn: @JLSmithGroup
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    54 m
  • Priorities for Family Offices Working in a Fractured World with Angelo Robles

    Priorities for Family Offices Working in a Fractured World with Angelo Robles
    Apr 21 2025

    Secret Thoughts of CEOS Ep. 132

    Priorities for Family Offices Working in a Fractured World with Angelo Robles

    In this episode of the Secret Thoughts of CEOs and Business Leaders podcast, host Chris Yonker interviews Angelo Robles, a prominent figure in the family office sector. The discussion covers various topics crucial to family businesses, such as the importance of hiring the right people, the disruptive impact of AI, and how geopolitical changes are reshaping the business landscape. Angelo shares his thoughts on the future of AI, the significance of understanding global trends, and how family offices can better prepare for rapid changes. Chris and Angelo also delve into the complexities of governance within family offices and the critical need for adaptability and continuous learning.

    Angelo Robles is a global authority on family offices, renowned for his forward-thinking approach and bold vision for the future. As a family office strategist and futurist, Angelo has dedicated over 20 years to helping elite families navigate the complexities of wealth management, governance, and legacy building in an era of rapid change. With a deep understanding of the evolving landscape—from the rise of AI to increasing geopolitical risks—Angelo empowers families to break free from outdated models and build future-forward family offices designed to thrive for generations.

    Timestamps

    · 03:50 Angelo's Background and Career Journey

    · 07:19 The Concept and History of Family Offices

    · 18:08 Top Trends in Family Offices: People, Technology, and Systems

    · 33:09 Integrating AI in Family Offices

    · 35:14 First Steps for Family Offices

    · 39:47 Geopolitical Shifts and Their Impact

    · 46:55 The Role of AI in Global Power Dynamics

    Memorable Quotes

    · “ So the majority of family offices are built for a world that no longer exist.” [13:25]

    ·  ” AI is being under hyped. Under hyped. You look at the math behind it, Jensen Wong and Nvidia doubling its quote unquote power once every 1.08 years. Do the math behind that.” [29:23]

    ·  ” It’s rare, rare to find people who are willing to change their minds on topics they refuse to investigate.” [56:12]

    Websites:

    Angelorobles.com

    Facebook: @AngeloJRobles

    Instagram: @angeloroblesmedia

    LinkedIn: @angelorobles

    fambizforum.com.

    www.chrisyonker.com.
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    1 h y 1 m
  • Unlocking Leadership Potential: How Shadow Work Transforms Leaders with Kim Barta

    Unlocking Leadership Potential: How Shadow Work Transforms Leaders with Kim Barta
    Apr 7 2025
    Secret Thoughts of CEOS Ep. 131 Unlocking Leadership Potential: How Shadow Work Transforms Leaders with Kim Barta In this episode of 'Secret Thoughts of CEOs and Business Leaders’, host Chris Yonker delves into deep discussions with Kim Barta, a renowned psychotherapist and thought leader. Kim shares insights into his work around shadow therapy, explaining how our unconscious beliefs and patterns shape our lives. He talks about the nuances of family dynamics, personal growth, and healing from trauma. Listeners learn practical strategies for identifying and overcoming shadow aspects, fostering greater joy and fulfillment in both personal and professional realms. Chris also promotes the Family Business Executive Forum, a resource aiding those in family businesses to navigate issues like succession, financial management, and sibling rivalry. Timestamps · 03:45 Kim Barta's Background and Early Influences · 07:02 Developing a Metamodel for Healing · 13:34 Understanding Shadow Work · 23:03 Identifying and Addressing Shadow Patterns · 30:42 Awakening to the Problem · 42:13 Practical Steps for Escaping Abuse · 45:33 Adapting Systems for Healing Memorable Quotes · “ If you really tune in to the nuances of their micro behaviors, you can create change that helps people move to greener pastures a lot sooner. [05:40] ·  ”Everywhere I go, my shadow comes with me. I can't outrun my shadow. [22:08] ·  ” I say, no, what you've been living is not you. You've been living the lie. That you believe? Mm, if we take away the lie, you don't know who you are and I don't know who you are. We only know who you are when you're holding the lie. Let's take away the lie and discover who you are. [25:03] Websites: fambizforum.com. www.chrisyonker.com. Free Relationship Assessment Free Shadow Assessment kimbarta.org LinkedIn: @Kim Barta Kim Barta is an internationally award-winning lecturer, multi-culturally informed developmental psychotherapist, spiritual guide, author, workshop creator, and speaker. His work is grounded in an experiential practice, blending his unique, sophisticated healing with practical everyday usability. He has written and lectured on diverse topics such as Shadow, Spiritual Development, Developmentally Informed Meditation, Developmental Psychology, Shadow and Health at Every Developmental Level, Healthy Power, Developmental Leadership, Organizational leadership, Power and Bliss, Grief, Parenting, Relationships, and Love, to name a few. He has developed several new forms of therapy, including The Evolution of Shadow Resolution, Psychosocial Cartography, Stages of Developmentally Informed Psychotherapy, Shadow to Spirit, and more. Kim Co-founded Stages International with Dr. Terri O’Fallon, PhD., an organization focused on researching and teaching evolutionary consciousness. Kim is releasing his latest trilogy on love: Love, Relationship, and Flow, The Love, Relationship and Flow Journal, and Love Letters from Consciousness. They are available at Barnes and Noble, Amazon, and other outlets. Kim's Shadow books are available on his website. You can find kim at Kim Barta | Illuminating Your Hidden Self .
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    55 m
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