The Travis Parry Show

Welcome to the Balanced Advisor Podcast with Dr. Travis Parry. We want to help financial advisors achieve balance in their lives. If you're an advisor who has struggled to make time for the important things in your life both in and out of the office, then this show is for you.

Join Travis for new episodes each week that will feature interviews with advisors from across the country. They'll share their personal stories of struggles and successes when it comes to striking that proper work/life balance. Travis will also interview other financial industry peers to connect advisors with other valuable resources that can hep them live a balanced life.

Dr. Travis Parry began his career as a financial advisor in 2002. Over the next decade he developed an interest in helping individuals and couples manage and plan for their lives in more ways than just their finances. The shift turned into a new business, new goals, and a few books along the way. Eventually, Travis founded the Make Time Institute with the specific goal of helping financial professionals and business owners achieve work/life balance.

The Legacy of Living Your Values

Jan 13, 2026

In this episode, Dr. Travis Parry discusses the critical role of values in goal setting and personal development. He emphasizes that understanding one's values is essential before setting goals, as it shapes who we become rather than just what we achieve. Through personal anecdotes and insights, he illustrates how...

Living a Five-Star Life with Tim Croak

Dec 17, 2025

In this episode of the Travis Parry Show, I interview Tim Croak, CEO of Croak Capital, who shares his journey from humble beginnings to building a successful financial advisory firm. Tim emphasizes the importance of a holistic approach to financial planning, focusing on relationships, community, and living a...

What is Your Legacy?

Dec 1, 2025

In this conversation, Dr. Travis Parry discusses the concept of family banks as a means to pass on legacy and values through generations. He emphasizes the importance of systems in sustaining family values and teaching future generations about stewardship, hard work, and purpose in life.

Takeaways

The Rockefellers and...

Family Bank: A Path to Independence with John Nebeker

Nov 3, 2025

Travis Parry interviews John Nebeker, a financial advisor and founder of TFB Strategies LLC, about the Family Bank system. John discusses his journey from working with his father to founding TFB Strategies and writing "The Family Bank: The Key to Generational Wealth." He explains how the Family Bank uses trusts,...

Empowering Purpose-Driven Organizations with Chris Dufresne

Oct 22, 2025

In this episode, Dr. Travis Parry interviews Chris Dufresne, a seasoned expert in digital marketing and consumer experience.

Chris shares his journey from working at Target and Alina Health to founding Vital Way Digital, a digital experience agency focused on helping purpose-driven organizations.

The conversation...