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Dynamic Growth

An interactive journey in pursuit of your own potential. Nate, Derek and Macy share tips for personal growth and investing to help you live a fulfilled life.

Podcast · By Crosby Advisory Group · English · Official site

Indexed episodes, last 90 days
3
Latest publication
Jul 29, 2026
Audience
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Earliest in this view
Jul 10, 2026
The latest indexed work is over 30 days old. There may be a gap in what we hold.

Latest episodes

  1. Episode · Jul 29, 2026

    Quick Thoughts: Tactic for Greater Performance (opens the original)

    Episode notes · Positive tone

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    Nate shares a tactic you can use to enhance your emotional inteligence and act rationally when the world around is irrational. This tactic can be used to enhance relationships and performance in your field.

  2. Episode · Jul 13, 2026

    Quick Thoughts: Sequence of Returns Risk (opens the original)

    Episode notes · Neutral tone

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    Nate explains a critical, often overlooked retirement risk: sequence of returns risk—the danger of encountering poor market performance right when you begin taking withdrawals. Even when two retirees earn the same average annual return, the order in which those returns arrive can significantly change outcomes. Nate discusses how to plan for adverse early-retirement markets and presents indexed universal life insurance (IUL) as a flexible, non-market-loss-exposed income source to help mitigate th

  3. Episode · Jul 10, 2026

    Investing Lessons & Mistakes to Avoid (opens the original)

    Episode notes

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    1. Annual Themes, Learning, and Risk Each investing year tends to coalesce around distinct themes that are difficult to identify upfront and only become clear through observation and adaptation. Reviewing prior years helps reveal recurring patterns and informs future strategy. "You either make money or you learn something." Even profitable years yield process insights and highlight missed opportunities, reinforcing resilience and long-term skill building. Investing is like golf: just when your "

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