logo
episode-header-image
May 2020
1h 55m

Ep 175: The Importance Of Family Dynamic...

MICHAEL KITCES
About this episode

Dr. Travis Parry is the founder of Make Time Institute, a company that helps business owners gain control of their time to achieve a more sustainable work/life balance. Having spent nearly a decade working as a financial advisor himself, Travis knows that the demands of working at a firm can take away from important time you should be spending with your loved ones. Today he joins the show to explain his “Make Time” approach to creating better work/life balance and how to overcome what he calls the three myths of time management. Listen in as we talk in depth about the importance of identifying your goals and ensuring your time is prioritized to align with them. You will learn how the combination of a family tragedy and the financial crisis that derailed his advisory firm led Travis to find what is now his life’s work and how to improve your time management system in order to stop overworking and start prioritizing the things that matter most.

For show notes and more visit: https://www.kitces.com/175        

Up next
Jul 8
Ep 445: Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year with James Conole
James Conole's firm has experienced explosive growth over the past few years (expecting to double its revenue to more than $10 million in 2025) thanks in part to his YouTube channel, which educates and builds trust with ideal prospects before they ever book a meeting. James is th ... Show More
1h 29m
Jul 1
Ep 444: Driving More Client Referrals In The First 100 Days By Crafting An Exceptional Onboarding Experience with Libby Greiwe
When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience ... Show More
1h 30m
Jun 24
Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years with Griffin Kirsch
Griffin Kirsch built a $200 million AUM firm in just five years—while maintaining a 70% profit margin. Delivering high-touch planning to business owners and real estate investors without charging fees on those assets, Griffin's focus on providing hard-dollar value to his clients ... Show More
1h 30m
Recommended Episodes
Jun 2023
Advice For New Entrepreneurs On Setting Habits, Hiring Team Members, And Prioritizing Tasks w/ Jay Papasan (Author of "The One Thing")
What if you could successfully reach your goals by mastering just a few key habits? Join us as we chat with Jay Papasan, the author of "The One Thing," to discover the power of habits and goal setting. Learn how successful individuals and companies have unlocked extraordinary out ... Show More
23 m
Sep 2024
Want to know how you can win at work AND succeed at life? - Michael Hyatt (aflevering 158)
Do you want to know how you can win at work and succeed at life? Then please listen to this episode of the StoryBrand podcast.In this episode, we sit down with Michael Hyatt, founder and chairman of Full Focus, a company dedicated to helping people succeed both at work and in lif ... Show More
49m 48s
Apr 2024
Time Management & Productivity for Work Life Balance With Andrew Hartman, Founder of Time Boss
Please join us in welcoming Andrew Hartman, Founder Time Boss! Burnout, stress, and anxiety are omnipresent in the modern workplace. But it doesn't have to be this way for business leaders looking to make an impact while balancing their professional and personal lives. Andrew ... Show More
57m 11s
Feb 2025
Getting Personal with Personal Finance: Brad & Ginger | Ep 533
Ginger interviews Brad as they delve into the personal side of financial independence, focusing on the real struggles and triumphs behind the scenes of ChooseFI. The conversation emphasizes the importance of relatability and the idea that financial independence is accessible to e ... Show More
1h 3m
Jun 2023
The Pursuit of Balance: An Honest Conversation w/ BiggerPockets Founder Josh Dorkin on Fame, Fulfillment, and Personal Growth
What happens on the other side of building everything you've ever wanted? Throughout our conversation, Josh candidly discussed the ironies of fame and how it rarely leads to true happiness and satisfaction. We also explored the importance of living life for ourselves rather ... Show More
51m 49s
Apr 2024
New CFO Checklist: The First 90 Days | Tom Seegmiller
A CFO is expected not only to lead financial reporting and the Office of Finance but also to provide strategic insights and strategy that propel the business forward. As a new CFO, you might feel eager to start doing the latter as soon as possible.  But you don’t need to build yo ... Show More
31m 11s
Apr 6
Burnout, Balance, and Building Forums with Justin LaRocque
In Episode 226 of The Business Development Podcast, Kelly Kennedy welcomes back serial entrepreneur and CFO-turned-forum-founder Justin LaRocque for a raw and powerful conversation on what it really takes to build a business — and a life worth living. Justin shares the behind-the ... Show More
58m 10s
Jul 2024
Make Summer Work for You w/ Matt Bruner
In this episode of the HVAC School podcast, host Bryan Orr welcomes Matt Bruner to discuss the concept of a "summer survival guide" for HVAC professionals. They explore strategies for maintaining work-life balance during the busy summer season and share personal experiences on pr ... Show More
44m 30s
May 2024
051. Blueprints for Success: Mastering Time, Partnerships & Persistence w/ Randall Kaplan
Today, we dive deep into the life of a seasoned entrepreneur Randall Kaplan, who has traversed multiple industries from studio executive to a dealmaker, sharing invaluable advice on time management, strategic planning, and personal growth. 📘 Time Management: Emphasizes the life- ... Show More
23m 52s
Apr 2024
2700: 10 Ways to Take Control of Your Finances by Kalen Bruce of Money Mini Blog on Financial Independence
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.Episode 2700:Explore strategic financial management through Kalen Bruce’s insightful guidance on taking control of your finances. Br ... Show More
10m 22s