HeyJaredBeyond the Balance Sheet
Beyond the Balance Sheet dives into the stories behind the strategies. Hosted by Michael Pasquale, the podcast spotlights the people, passions, and purpose guiding modern wealth.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 27, 2026
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- Earliest in this view
- Jul 30, 2026
Latest episodes
Where Data, Research, and Intuition Drive Better Decisions (opens the original)
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In this episode of Beyond the Balance Sheet, we sit down with Adam Parker, founder of Trivariate Research and Trivector Research, to discuss how data, intuition, and experience come together to shape investment decisions. With more than 25 years in equities research and investing, Adam shares insights from his career on both the buy side and sell side, his transition to entrepreneurship, and the challenges of building an independent research firm. He reflects on the qualities that distinguish ex
The Connection Between Mental and Financial Well-Being (opens the original)
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In this episode of Beyond the Balance Sheet, we sit down with Maris Pasquale Doran, licensed psychotherapist, speaker, author, and founder of Midlife Mothers: Pause. Reset. Reclaim., to explore the powerful connection between mental and financial well-being. Drawing on two decades of clinical experience, Maris shares how identity, nervous system regulation, and the stories we tell ourselves influence the way we make decisions, navigate change, and show up in our relationships and work. From majo
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