Staying on Track

About Staying on Track

Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future. Brought to you by Daymark Wealth Partners. We plan to guide you through the exciting world of money management, investments, and smart financial planning. We will dive deep into a variety of financial topics, bringing you expert guests, real life success stories, and actionable ideas. Whether you wish for a early retirement, buying your dream home, or simply making your money work harder for you, the Daymark crew is here for you. Let's take this financial journey together, as we explore the path to financial empowerment and prosperity all while ensuring that you are staying on track.

Publisher

Daymark Wealth Partners

Category

business

Language

en

Explicit

No

First episode

1 Dec 2023

Latest episode

23 Oct 2025

Latest episodes

15 episodes in the feed.

1. 

   23 Oct 2025

   The Exit Equation: 11 Questions Every Business Owner Should Ask Before Selling

   Thinking about selling your business? Whether your goal is freedom, legacy, or a fresh start, your next move could be one of the most important financial decisions you’ll ever make. In this episode of Staying on Track, Jason Beisel, CFP® and founder of DayMark Wealth Partners, walks through the 11 essential questions every business owner should ask before planning their exit — and how the answers can shape your future both financially and personally. In this episode, you’ll learn:* How to determine your company’s true value — and why different buyers may see it differently.* What to expect when selling to competitors, private equity, or strategic partners — and how each can impact your team.* The pros and cons of earnouts and why timing matters.* Smart ways to reduce taxes and maximize your after-sale proceeds.* How to protect confidentiality during negotiations.* What your life after the sale could look like — and how to plan for it intentionally.Why listen:If you’re planning to sell your business in the next five to seven years — or just want to be prepared for when opportunity knocks — this episode offers real-world insights, practical strategies, and candid advice to help you make confident, informed decisions.

2. 

   23 Apr 2025

   Raising Money-Savvy Kids: Practical Ways to Teach Children About Finances

   What if your child could grasp the value of a dollar before they hit their teens? In this episode of Staying on Track, brought to you by DayMark Wealth Partners, Certified Financial Planners Jason Beischel and Justin Fitchko dive into one of the most important life skills we can pass on: financial literacy for kids. Whether you're a parent of toddlers or teenagers, this episode will arm you with smart, age-appropriate ways to teach your children about money—without the lectures or eye-rolls.Here’s what we cover in this insightful episode:* Building Early Financial Habits: Tools and tips like the “Spend-Save-Give” bucket method, allowance apps, and paying “interest” to incentivize saving.* Making Money Lessons Fun and Engaging: From Monopoly to the Cash Flow game, discover playful and natural ways to introduce money concepts through everyday life.* Fostering Independence and Responsibility: Learn how to encourage smart decision-making, delayed gratification, and entrepreneurial thinking from a young age.Why this episode matters:This isn’t just a conversation—it’s a toolbox. You’ll walk away with actionable ideas that can help instill lifelong financial habits in your kids, encourage independence, and spark their interest in managing money wisely. Whether you're struggling with impulse spending at Target or want your child to understand investing basics, this episode is packed with tips to help.

3. 

   25 Mar 2025

   #13 The Sandwich Generation: Navigating Care for Aging Parents

   In this episode of Staying on Track, we dive into one of the most challenging aspects of financial and life planning — supporting aging parents while managing your own busy life. Host Jason is joined by Ken Phelan, owner and president of Sterling Nursing Services, who shares invaluable insights from his experience providing skilled, in-home healthcare.If you’re part of the Sandwich Generation — those balancing care for children and aging parents — this episode is a must-listen.Topics Covered:* The Sandwich Generation: Challenges of balancing care for both children and aging parents.* Understanding In-Home Care Options: From non-medical aids to skilled nursing services.* Creating a Care Plan: Practical steps to identify family point people and coordinate responsibilities.* Benefits of Professional Care: Enhancing quality of life and extending lifespan by staying at home.* Proactive Planning: Identifying risks, adjusting homes for safety, and ensuring consistent communication with healthcare providers.* Emotional Aspects: Respecting parents’ wishes, communicating effectively, and making compassionate decisions.Whether you're already navigating this complex terrain or preparing for the future, you'll walk away with practical advice and actionable strategies to help your loved ones live comfortably and safely.Tune in and empower yourself to confidently face the challenges of caregiving.

4. 

   5 Feb 2025

   #12 2024 in Review: Highlights from Staying on Track

   Welcome to Staying on Track, the podcast dedicated to helping you master your financial future with expert insights, real-life stories, and actionable advice from the team at de Mark Wealth Partners. In this episode, we’re diving into our first 11 episodes—a rich collection of guidance designed to empower you at every stage of your financial journey.Here’s what you can expect in this episode:A quick recap of key insights from each episode, such as:Navigating the Sandwich Generation: Managing dual financial plans for aging parents and young children.Intentional Giving: Aligning charitable contributions with your passions and financial goals.Planning for the Unexpected: Preparing financially for life’s curveballs like Black Swan events.Money Matters in Marriage: Building financial harmony with your partner.Franchising 101: Turning your entrepreneurial dreams into reality with actionable tips.Empowering Independence: Tools and inspiration for thriving in the face of disabilities.

5. 

   18 Nov 2024

   #11 Empowering Independence: Navigating Vision Loss, Financial Freedom, and Family Support

   Dr. Natalie Rackus and Megan Schaefer from the Cleveland Sight Center share expert insights on empowering independence through vision loss management, financial planning, and accessible technology.

6. 

   13 Aug 2024

   #10 Navigating College Life and Career Prep: Insights from Current Students

   Welcome to Staying on Track, the podcast that empowers you to take control of your financial future and beyond. Brought to you by DayMark Wealth Partners, we're here to guide you through the exciting world of money management, investments, and smart financial planning.In this episode, we dive into the challenges and opportunities of college life, featuring a panel of current students who share their real-life experiences and insights. Whether you're a student yourself or just curious about the modern college journey, this episode is packed with valuable information.In This Episode, We Cover:* Networking for Success: Learn how current students are leveraging their college experiences to build professional connections and how you can start networking early.* Social Media Savvy: Discover how students are using social media to their advantage and the impact of digital communication on professional relationships.* Balancing Act: Explore strategies for managing the academic and social aspects of college life while preparing for a future career.* Job Search Tips: Hear firsthand how students are navigating the job market, including advice on leveraging connections and crafting standout applications.This episode offers practical advice and insider tips that can help you or your loved ones make the most of the college experience and prepare for a successful career. From networking strategies to balancing fun with academics, you’ll gain insights that can set you up for success.Tune in now to get inspired and stay on track towards financial empowerment and professional success.

7. 

   18 Jul 2024

   #9 Navigating College Finances: Real Talk with Students

   Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future, brought to you by DayMark Wealth Partners. Get ready to dive into the exciting world of money management, investments, and smart financial planning. This episode, hosted by Jason Beischel, founder of DayMark Wealth Partners and a certified financial planner, tackles a topic that hits close to home for many: college finances. College is a time of exploration and learning, but it also presents financial challenges and decisions that can shape your future. Join us as we delve into the financial realities of higher education, from choosing a major to managing money and preparing for a financially secure future. Key Points: Choosing a Major: Statistics on how frequently students change majors. The rising cost of college education and its financial impact. The issue of student debt and its long-term consequences. Managing College Finances: Personal stories from college students about selecting their majors. Strategies for managing money while in college. Balancing academics, athletics, and personal finances. Expert Insights: Jason Beischel shares his expertise on financial planning for students. Real-life success stories and practical advice for financial empowerment. Discussion on the importance of making informed financial decisions during college. Practical Value: Listeners will gain: Inspiration from student stories on navigating financial challenges. Motivation to take control of their finances during and after college. Expert insights into effective financial planning and management. Practical advice on balancing academics, athletics, and personal finances. Don't miss out on this engaging and informative episode that delves deep into the financial complexities of college life. Tune in to Staying on Track and take a step towards financial empowerment and prosperity. Thanks for tuning in, and let's get started!

8. 

   31 May 2024

   #8 Family Financial Planning: Setting Goals and Securing the Future

   Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future. Brought to you by DayMark Wealth Partners, we guide you through the exciting world of money management, investments, and smart financial planning. This episode, we delve into family financial planning with expert guests, real-life success stories, and actionable ideas. In this episode, host Jason Beischel, founder of DayMark Wealth Partners, and certified financial planner Justin Fitchko, share their insights on planning for your family's financial future. Learn how to set goals, prioritize investments, and ensure financial security for your loved ones. Episode Highlights: Goal Setting for Families: Discover the importance of intentional goal setting and practical tips on involving your partner in financial discussions. Education Planning: Understand the rising costs of education and how to prepare with tools like 529 plans and education funding gap analysis. Investment Priorities: Learn the best strategies for building your financial pyramid, from cash reserves to retirement accounts and beyond. Life Insurance: Get expert advice on choosing the right life insurance policy to protect your family and ensure peace of mind. Key Takeaways: Inspiration and Motivation: Hear real-life stories and tips to inspire you to take control of your financial planning. Expert Insights: Gain valuable insights from experienced financial planners on goal setting, investment strategies, and insurance planning. Practical Advice: Get actionable advice on how to prioritize your savings and investments to secure your family's financial future. Join us on this financial journey towards empowerment and prosperity. Tune in to Staying on Track and let's get started!

9. 

   15 Apr 2024

   # 7 Honoring Heroes: A Tribute to the Greatest Generation

   Join us on "Staying on Track," where we embark on a journey to honor the bravery and sacrifices of the Greatest Generation. In this special episode, we pay tribute to Edward Collins and his fellow servicemen who served during World War II, reflecting on their extraordinary experiences and celebrating the enduring legacy they left behind. In this episode, we: Hear firsthand accounts of life during World War II from Edward Collins, a proud veteran who served on the USS San Jacinto. Explore the challenges and triumphs faced by the Greatest Generation as they navigated through one of the most pivotal periods in history. Gain insights into the courage, resilience, and camaraderie that defined the men and women who served during World War II. Reflect on the impact of their sacrifices on shaping the world we live in today. Discover valuable life lessons and perspectives on discipline, family, and gratitude from Edward Collins and his remarkable journey. Join us in expressing our deepest gratitude to Edward Collins and all the heroes of the Greatest Generation as we honor their service and sacrifice. Together, let's celebrate their extraordinary legacy and ensure that their stories are never forgotten. For more inspiring stories and practical financial advice, visit our website at www.daymarkwealthpartners.com (www.daymarkwealthpartners.com). Thank you for listening. Stay tuned for more episodes of "Staying on Track," dedicated to empowering you on your path to financial prosperity.

10. 

    25 Mar 2024

    #6 Franchise Success: The Road to Financial Empowerment

    Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future. Brought to you by Daymark Wealth Partners, we guide you through the exciting world of money management, investments, and smart financial planning. In this episode, we delve into the realm of entrepreneurship and franchising, offering insights, success stories, and actionable ideas to empower your financial journey. Join us as we sit down with Samir Daoud, a seasoned expert in the franchise industry, to explore the keys to success in starting and running a franchise business. Sam shares his family's remarkable journey from Jordan to the United States and their entrepreneurial endeavors in the restaurant industry, providing valuable lessons and perspectives along the way. Key Topics Covered: The origins of Samir's family business and the journey from Jordan to the United States. Insights into the franchise model and its benefits for aspiring entrepreneurs. Identifying the right franchise opportunity and partnering with a supportive franchisor. Overcoming challenges in franchise ownership, from economic fluctuations to operational hurdles. The importance of culture, support, and innovation in franchise success. Understanding the balance between following a proven system and innovation in franchise operations. Practical Takeaways for Listeners: Gain insights into the franchise model and its potential for financial success. Learn how to evaluate franchise opportunities and select the right partner for your entrepreneurial journey. Understand the importance of culture, support, and innovation in sustaining a successful franchise business. Discover strategies for overcoming challenges and navigating the dynamic landscape of entrepreneurship. Join us on Staying on Track as we empower you to seize control of your financial destiny through the world of franchising. Whether you're dreaming of early retirement, homeownership, or financial independence, let's embark on this journey together towards prosperity and empowerment. Remember, financial empowerment begins with knowledge and action. Tune in and stay on track with us!

11. 

    16 Feb 2024

    #5 Financially Ever After: Navigating Money Matters in Marriage

    Embark on a journey toward financial harmony with the latest episode of "Staying on Track." In this insightful installment, brought to you by Daymark Wealth Partners, hosts Jason and Eric explore the crucial intersection of love and finance. From managing debt to setting joint financial goals, this episode provides practical advice and real-life experiences to guide couples through the maze of matrimonial money matters. Key Points: The importance of transparent communication about financial goals and priorities before marriage. Strategies for managing and paying down debt as a team. Insights into aligning spending habits and establishing a budget for joint financial success. The significance of setting specific, measurable, and achievable financial goals with a defined timeline. Practical steps for updating legal documents, including wills and health care power of attorneys, to ensure financial security. Tips on handling joint and individual bank accounts to strike a balance between shared responsibilities and personal financial autonomy. The role of insurance and life coverage in protecting the financial well-being of married couples. Actionable advice on navigating the intricacies of name changes and titling assets for a seamless financial transition. Join Jason and Eric as they share their expertise, personal anecdotes, and professional insights to help you achieve financial bliss in your marriage. Tune in, stay on track, and make your journey to financial empowerment a shared adventure.

12. 

    5 Feb 2024

    #4 From Green Beret to Business Boss: The Financial Journey of a Military Entrepreneur

    Welcome to another episode of "Staying on Track," the podcast dedicated to helping you take control of your financial future. In this episode, our host, Jason Beischel, sits down with special guest Zac Fuller, a former Green Beret who successfully transitioned from military service to entrepreneurship. In this insightful conversation, Jason and Zac dive deep into the financial strategies and planning that played a pivotal role in Zac's post-military entrepreneurial success. Whether you're a veteran, considering starting a business, or eager to learn valuable financial tips, this episode is packed with practical advice and real-life insights. Key Points Covered: The Journey of a Green Beret: Explore the unique world of Green Berets and understand the volunteer process, selection courses, and the specialized training that sets them apart in the military landscape. Transitioning to Business Ownership: Zac shares his personal journey of leaving the military at the ten-year mark to pursue his dream of being his own boss. Discover the challenges and decisions he faced during this critical transition period. Starting a Logistical Company: Learn about Zac's first entrepreneurial venture in the Philippines, providing logistical support for military teams. Discover the importance of leveraging existing relationships and experiences when venturing into a new business. Learning from Failures: Zac opens up about some ventures that didn't pan out as expected. Gain valuable insights into the importance of learning from failures and adapting your approach in the dynamic world of entrepreneurship. The Role of Networking: Understand the significance of networking in business success. Zac emphasizes the impact of joining local networking groups, building relationships, and tapping into other people's networks. Creating a Clear Business Plan: Jason and Zac stress the importance of having a clear and intentional business plan. Learn how backward planning can help you set achievable goals and stay on track throughout your entrepreneurial journey. Financial Management and Sacrifices: Zac emphasizes the need for sacrifice and financial planning when starting a business. Discover the role of intentional goal-setting, market research, and managing finances in achieving long-term success. Whether you're a budding entrepreneur or someone looking for inspiration, this episode offers valuable insights into the financial empowerment that comes with determination, planning, and a willingness to take calculated risks. Tune in and stay on track towards your financial goals!

13. 

    12 Jan 2024

    #3 The Unexpected: A Black Swan Event and Financial Preparedness

    Welcome to "Staying on Track," the podcast dedicated to helping you take control of your financial future, brought to you by Daymark Wealth Partners. In this episode, your host, Jason Beischel, founder of Daymark Wealth Partners and a certified financial planner, delves into the intriguing concept of Black Swan events and how they can impact your life, both financially and personally. In a captivating conversation with Jesse Mullins, a respected member of the community, youth sports coach, and successful businessman, Jason explores a real-life Black Swan event that Jesse experienced. From a seemingly routine day on the baseball field to a life-altering incident, Jesse shares his journey of recovery and the unexpected financial considerations that arose. Key Points: Definition and significance of Black Swan events in both the economy and personal life. Real-life account of a Black Swan event: Jesse Mullins' story. The financial and emotional aftermath of unexpected incidents. The importance of disability insurance and its role in protecting your financial well-being. Lessons learned and practical advice for financial planning in the face of uncertainties. Join Jason and Jesse as they discuss the broader implications of Black Swan events and offer valuable insights into securing your financial future. Whether you're a young professional, a family person, or someone planning for retirement, this episode provides actionable ideas to help you stay on track. Thanks for tuning in to "Staying on Track." Let's navigate the unpredictable together and ensure a financially empowered future.

14. 

    2 Jan 2024

    # 2 Generosity Unveiled: Mastering the Art of Intentional Giving for Lasting Impact

    Welcome to a transformative episode of "Staying on Track," the podcast dedicated to navigating the exciting world of money management and financial planning. In today's episode, host Jason Beischel, founder of Day Mark Wealth Partners, engages in a compelling conversation with Aaron Swensen, a respected pastor and pillar in the community. Together, they explore the mindset and strategies behind intentional giving, aiming to reduce financial anxiety and bring lasting change. In this episode, you'll discover: The importance of intentional, disciplined, and passionate giving Insights into the mindset of intentional givers and the struggles they overcome Practical steps to initiate intentional giving, starting small and building from there How disciplined giving during challenging times can lead to financial stability The impact of having a giving plan and making it a priority in your financial goals Real-life stories illustrating the power of disciplined and intentional generosity. Join Jason and Aaron as they unravel the keys to unlocking a generous mindset, offering a roadmap to financial empowerment and prosperity. Whether you're a seasoned giver or just starting your journey, this episode will inspire and guide you towards a path of purposeful and impactful giving. Tune in, stay on track, and embark on the fulfilling journey of intentional generosity. Don't forget to share your thoughts, questions, or experiences with us! For more information, reach out to us via email at www.daymarkwealthpartners.com, and let's build a community that thrives on financial empowerment. Thanks for tuning in, and let's stay on track together!

15. 

    1 Dec 2023

    #1 Navigating the Sandwich Generation: Practical Steps for the Busy Parent and Caregiver

    Welcome to an insightful episode of the Staying on Track podcast. I'm your host, Jason Beischel, the founder of Daymark Wealth Partners and a Certified Financial Planner. Today, we're diving into a topic that resonates with many of us—the sandwich generation. This unique demographic, responsible for both raising children and caring for aging parents, constitutes a significant portion of the adult population. In this episode, I share my personal experiences as a member of the sandwich generation, juggling the busy schedules of my children while also providing support for my parents, who face their own set of challenges. Join me as we explore the complexities of this dual responsibility and discover three practical steps to navigate these demanding situations effectively. Key Points Covered: The Sandwich Generation Statistics: Uncover the surprising statistic that reveals the prevalence of individuals managing the responsibilities of both parenting and caregiving for their parents. Personal Insights: Gain a glimpse into my life as a member of the sandwich generation, juggling the activities of my busy children and addressing the unique needs of my aging parents. Organizing Finances: Learn the importance of organization, especially in managing the financial aspects of caregiving. Discover practical tips, such as creating spreadsheets and utilizing automation, to ensure smooth financial transitions. Transparent Communication: Explore the significance of transparent communication within families. Understand how to discuss financial matters and estate planning without divulging specific values, fostering an environment of trust and collaboration. Empathy in Decision-Making: Delve into the emotional side of caregiving and the importance of empathizing with parents facing significant life changes. Discover how to approach difficult conversations about downsizing or considering alternative living arrangements with compassion and understanding. Preparing for the Future: Explore proactive measures to prepare for the future, including touring potential living facilities and establishing clear plans for various scenarios. Learn how empathy and preparation can coexist to make informed decisions. Tune in to this episode of Staying on Track, where we empower you to navigate the complexities of life with practical advice and insights. Remember, you're not alone in this journey. Stay on track!

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

65,788

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 29 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

4

Social presence

0

YouTube

76

Engagement

60

Contact Staying on Track

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.