Disclaimer: This video is for informational purposes only and does not constitute financial, legal, or tax advice.

Host Mary McCorvey sits down with Jeffrey George (Managing Director & Wealth Management Advisor, Merrill Lynch; Bronze Star; former 101st Airborne medevac commander) to explore service-driven leadership, building living financial plans, and the simple trust loop that underpins great Relationships: “you said—I heard / I said—I did.” We cover risk, markets, Legacy, and how discipline paired with empathy changes everything.

Chapters
00:00 Welcome to Experience Over Expectation
01:03 Reset & intro: where achievement meets authenticity
01:30 From battlefield to boardroom: Jeff’s path & Bronze Star
02:30 Service framework: country, community, companions
03:55 Lifelong learning & professional designations (why they matter)
05:48 Where client relationships begin (referrals & real life)
06:39 Step one: build a living financial plan
07:35 Expect detours: plans must adapt
08:03 Trust is non-negotiable
09:28 Trust loop part 1: “you said—I heard” (deep listening)
10:20 Trust loop part 2: “I said—I did” (follow-through)
12:12 Military lessons that translate to business
13:35 Leading from the front (last to eat, first to serve)
15:31 Applying the model beyond Finance (everyday relationships)
18:39 When clients want the risky move—what a navigator does
19:37 Emotions vs. data during market storms
21:08 Learning loops: small misses vs. big mistakes
22:19 Aligning wealth with the life you want
22:49 Hard experiences as the best teachers
24:17 Seek challenge; don’t laminate your plan
25:08 Closing & resources

Connect
📘 Mary’s book: Experience Over Expectation: Let Go of the Plan, Live on Your Terms:

🔔 Subscribe for weekly conversations on leadership, wealth, and meaning.

#Leadership #WealthManagement #FinancialPlanning #Fiduciary #Legacy #Trust #MilitaryLeadership #MerrillLynch #ExperienceOverExpectation #MaryMcCorvey

Most Recent Episodes

January 30, 2026

Don’t Say Crazy to Me: Marion Hoffman Koenig on Empathy, Mental Health Advocacy, and Turning Loss into Kindness

In this episode of Experience Over Expectation, Mary McCorvey sits down with memoirist and Mental Health advocate Marion Hoffman Koenig, author of Don’t Say Crazy to Me.Marion’s story moves...

Listen · 30:13

January 30, 2026

Don’t Say Crazy to Me: M. Koenig on Empathy, Mental Health Advocacy, and Turning Loss into Kindness

Mary McCorvey welcomes Marion Hoffman Koenig, author of Don’t Say Crazy to Me, for a conversation that is equal parts brave, funny, and deeply human. Marion shares how early experiences with loss...

Watch Now

December 29, 2025

Eternity in Mind: Rev. Dr. Frank Selden on Chronic Illness, Faith, and Choosing to Stay

Frank Selden came to a cemetery ready to end his life and walked away with one question: “What if my actions in this life affect what comes next?”In this episode of Experience Over Expectation, I...

Listen · 31:37

Load More Episodes

Mary McCorvey Mary McCorvey

Mary McCorvey is a veteran of the Gulf War, founder of 7 companies, TV producer, author, radio host, and playwright whose life reads like a memoir—because it is one. From being implicated in a murder at 17 to surviving sarin gas exposure in Kuwait, Mary’s story is defined by resilience, reinvention, and one core question: What do you do… when life keeps rewriting the script?

After being diagnosed with terminal pulmonary fibrosis and told she had two years to live, Mary defied the odds. She rebuilt her life after betrayal, launched a mission to send students’ work to the Moon, and most recently, opened a locked box she’d carried for 35 years—unleashing a memoir-in-motion about love, memory, and healing.

Now the host of the podcast and author of the book, Experience Over Expectation, Mary brings wit, warmth, and depth to conversations about identity, aging, forgiveness, and second chances. She’s equally at home discussing trauma and tenacity as she is laughing through the absurdities of life.

Mary lives—and thrives—in Pennsylvania, with a story to tell and a mic in hand.