Episode 202: Get Busy Living with Alex Potts
June 18, 2025
Alex Potts helped thousands of people plan for retirement until it was his turn. And like so many of us, he found himself asking what now?
This episode is a special one. Alex isn’t just a respected leader and former CEO. He’s also a longtime friend. We’ve known each other since the ’90s, and I’ve had the privilege of watching him grow into an authentic, grounded, and service-minded leader.
Our conversation explores what it means to live with intention. We talk about resilience, identity, letting go, and how to step into your next chapter with curiosity and purpose.
We discussed:
- The money lessons Alex learned when there wasn’t enough
- How caregiving redefined what legacy means to him
- What the first day after stepping down actually felt like
- Why our purpose changes—and how Alex learned to follow it
- What a simple “just thinking of you” text can really mean
- The movie line that’s guided him for 25 years
About Alex:
Alex Potts is a father of two, a husband of nearly 35 years, and a longtime leader in the financial services world.
He was a founder of Loring Ward and served as president of Buckingham Strategic Partners, where he helped guide strategy and growth for their $37 billion Turnkey Asset Management Platform. He also sat on the board of Buckingham Wealth Partners (now Focus Partners Wealth).
These days, Alex spends his life traveling, connecting with family & friends, helping former clients and intentionally “getting busy living.”
