About Us

Mastering the 360 Mindset is a podcast about seeing your financial life as a whole. Not just the numbers, but how your money connects to your health, your time, and the life you actually want to live.

Host Jon T. Meyer, CFP®, leads the Wealth Management division at BGM Group, a firm that brings financial planning, CPA advisory, tax strategy, trust and estate services, and investment management together under one roof. That integrated structure gives Jon a perspective most advisors don’t have, and it’s the foundation of what he calls the 360 Mindset.

Each episode explores how health, wealth, and time work together. Because planning isn’t just about accumulating assets. It’s about making sure your resources support a life that actually feels meaningful. Whether you’re navigating retirement, thinking through an estate plan, or just trying to figure out what matters most, this podcast is designed to help you step back, see the full picture, and act on what counts.

Learn more about BGM Group at bgm360.com, or connect with Jon on LinkedIn.