Best Steve Sanduski Podcasts (2024)

1
Using a Team-Based, Comprehensive Financial Planning Approach to Secure Your Retirement Future 37:33

5h ago37:33

37:33

I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong mission to help folks avoid the kinds of hardships that my father and I went through. Every day, Keen Wealth carries out that mission in so many differ…

1
Greg Coticchia: Here's How to Master New Product Development and Build a Culture of Innovation 38:23

3h ago38:23

38:23

Guest: Greg Coticchia, a coach at CEO Coaching International. Greg is a six-time CEO, award-winning entrepreneur, business leader, professor, and author with over 30 years’ experience in tech products and services. Quick Background: Innovation is the lifeblood of a growing company. If you're not continuously improving your products and services and…

1
Three Keys to Scaling High-Growth Companies with Jonathan Seliger 28:22

23m ago28:22

28:22

Guest: Jonathan Seliger, a coach at CEO Coaching International. Jonathan is an accomplished Chief Executive Officer, Senior Advisor, and Investor with over 30 years of experience.Having lived and worked in Asia for the last 30years,Jonathan brings a global perspective to the challenges of scaling a business to BIG. Quick Background: Even if your co…

1
Devin Martin: Integrating Spirituality and Science for a Holistic Approach to Personal Growth 1:21:39

7d ago1:21:39

1:21:39

Guest: Devin Martin, a transformation coach who specializes in helping individuals navigate major life and career transitions. In a Nutshell: Devin discusses his transformative journey from corporate success to a year of solitude on a mountain, his insights into personal growth, and his approach to transformational coaching. The episode explores th…

1
Retirement on the Horizon? Here's What You Need to Know About the Economy in 2024 47:12

1h ago47:12

47:12

Interest rates, inflation forecasts, and long-term market trends were just a few of the topics Matt Wilson, CFP® covered in our recent 2024 Q2 Market Update Webinar, "Gain Insights on the Economy & Markets." The follow-up questions we tackle on today’s show are largely geared toward folks who are approaching the retirement transition with some unde…

1
Implementing Lean Management to Drive Growth and Operational Excellence with Keith Corrigan 29:29

5h ago29:29

29:29

Guest: Keith Corrigan, a coach at CEO Coaching International. Keith has deep expertise in implementing Lean business practices. As a coach he draws on a proven track record of driving growth, managing through crises, and achieving operational excellence in various industries. Quick Background: Lean management is a systematic approach to running an …

1
Weighing the Pros and Cons of Medicare Advantage Plans 39:11

11d ago39:11

39:11

Are Joe Namath and William Shatner giving you the best possible advice about Medicare? During the Medicare Open Enrollment period last fall, you probably saw TV ads for companies selling Medicare Advantage Plans featuring these and other senior celebrities. That's because, under most circumstances, the Open Enrollment period is the one time per yea…

1
Edward Hughes On The Leadership Traits that Build Trust and Make BIG Happen 34:48

14d ago34:48

34:48

Guest: Edward Hughes, a coach at CEO Coaching International. Edward is a seasoned entrepreneur and business leader with two decades of experience as a CEO and three decades in senior leadership across Technology, Consumer Products, and Sporting Goods companies. He's also an Adjunct Professor at the University of California, Irvine, teaching General…

1
The CEO's Guide to How a CXO Can Enhance Your Company's Client Experience and Drive Growth 30:04

19d ago30:04

30:04

Guest: Saari Gardner, the Chief Experience Officer at CEO Coaching International. Saari is responsible for setting the client experience strategy, managing the client journey, and championing client impact. Quick Background: While the title "Chief Experience Officer" is relatively new, the executive-level responsibilities that will fall on the CXO'…

1
How to Feel Confident Living Off Your Assets Rather Than a Monthly Paycheck in Retirement 36:03

28d ago36:03

36:03

Most soon-to-be retirees have a broad understanding of the differences between living off their assets and living off a monthly paycheck. But making that switch and adjusting to new spending habits can be more complicated than you might think, especially if you aren't prepared for the rules around withdrawing from your retirement accounts and how y…

1
Mastering "The Language of Referrals" to Drive Organic Growth with Bill Cates 1:03:44

27d ago1:03:44

1:03:44

Guest: Bill Cates, a Hall of Fame speaker, author, and referral coach. Bill's latest book is The Language of Referrals: The Words & Scripts Financial Professionals Use to Gain More Ideal Clients. In a Nutshell: When it comes to creating and sustaining organic growth, clicks and "likes" are important. But turning your existing clients into superfans…

1
How to Turn AI Hype Into BIG Profits by Executing a CEO AI Roadmap with Randy Koch 21:26

1M ago21:26

21:26

Guest: Randy Koch, a coach at CEO Coaching International. Randy drew on his 11 years of AI and Data experience to build CEO Coaching International’s CEO AI Roadmap Product (AI Strategy for CEOs). He also leads AI Strategy Workshops with our clients and coaches. Quick Background: The hype around AI is so BIG that many CEOs struggle to zero in on two…

1
Stephany Bening Shares Her Remarkable Story of Faith and Forgiveness 53:13

2M ago53:13

53:13

The power of the human spirit. Resilience. Forgiveness. Advocacy. Redemption. Character. Faith. These are just some of the words that came to mind when I reflected on our guest today, Stephany Bening, and the incredible story that she shares on this episode. Stephany and her children suffered a wrenching loss. But, guided by her faith, Stephany was…

1
Mark Moses on AI, Longevity, Resilience, and the 2024 Make BIG Happen Summit 32:02

2M ago32:02

32:02

Guest: Mark Moses, CEO and Founding Partner of CEO Coaching International. Overview: The 2024 Make BIG Happen Summit in Miami Beach, Florida is almost here! On April 26th and 27th, 400 of the BIGGEST and best business leaders from around the world will gather at the Fontainebleau Miami Beach Hotel to learn, to connect, and to get inspired to Make B…

1
How to Avoid Getting Caught Up in Financial Fraud 37:09

2M ago37:09

37:09

If you go back and skim the 200-plus episodes we've recorded of Keen on Retirement, you'll notice that every year or so, we devote an episode to the latest financial frauds and scams that are making the rounds. Especially as we head into tax season, it's important that folks remember the IRS, the Centers for Medicare and Medicaid Services, and the …

1
How Concierge Wealth Management Services Can Improve Your Clients' Return on Life with Alex Miele 58:40

2M ago58:40

58:40

Guest: Alex Miele, CFP®, a Managing Director and Partner with Hierax Wealth Partners. Alex’s fifteen years of service in the wealth management industry has focused on advocating for her clients throughout every permutation of their financial lives. Alex prides herself in finding solutions for her clients’ seemingly unsolvable problems, while provid…

1
Robert Glazer on How Partnership Marketing Creates a BIG Competitive Advantage 30:08

3M ago30:08

30:08

Guest: Robert Glazer, the Founder and Chairman of the Board of global partner marketing agency Acceleration Partners. Robert is also a serial entrepreneur, an award-winning executive, a bestselling author, a keynote speaker, and the host of The Elevate Podcast. Overview: Effective marketing is a constantly moving target. Today's hot engagement stra…

1
Love and Community Helped My Mother Thrive in Her Golden Years 30:16

3M ago30:16

30:16

Just after midnight on New Year's Day of 2012, I was standing in a pizzeria in New York with my wife Carissa. We had just watched “The Ball” drop in Times Square. Frank Sinatra's "New York, New York" was playing over loudspeakers. Confetti was in the air. Spirits were high. And I was filled with gratitude and hope for the year ahead. Then I happene…

1
Using an Outsourced Chief Investment Officer (OCIO) to Deliver Enhanced Investment Services and Free Your Time for Other High-Value Pursuits with Mario Nardone 50:01

2M ago50:01

50:01

Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building th…

1
Harold Brand's Blueprint for Transforming Engineering Expertise into Sales Mastery 35:02

3M ago35:02

35:02

Guest: Harold Brand, Chairman of the Board and CEO of CYBRA, a leader in the barcode and RFID technology space. Harold is a client of CEO Coaching International. Overview: A good CEO understands his company's core competencies. A great CEO also understands his company's weaknesses. And the absolute best CEOs have the humility and long-term vision t…

1
Will Hitting “Peak 65” Rewrite the Rules for Retirement? 31:14

3M ago31:14

31:14

We spend a lot of time on Keen on Retirement discussing how retirement is changing, from new laws and rules to generational shifts in how seniors work and live. But one constant in the retirement planning process is the importance of the age of 65. Many folks still feel like turning 65 means you've hit "retirement age," even though the government's…

1
Benjamin Brandt on Using His Podcast to Grow His Business, Implementing Surge Meetings, Avoiding Burnout, and Using AI to Increase Productivity 52:03

3M ago52:03

52:03

Guest: Benjamin Brandt, a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, ND fee-only financial planning company. Benjamin is also the host of the Retirement Starts Today Radio podcast and co-host of The Least Boring Tax Podcast. In a Nutshell: Many advisors think about tech and marketing in terms o…

1
Bruce Clay on Leveraging AI, SEO, PPC, and Top Talent in Your Digital Marketing Plan 38:03

4M ago38:03

38:03

Guest: Bruce Clay, founder and president of Bruce Clay Inc. (BCI), a leading search marketing company providing search engine optimization (SEO) services and consulting, pay-per-click (PPC) advertising management, content development, and social media marketing services. Overview: Is your digital marketing plan stuck in "The Before Times?" Post-pan…

1
Retirement Planning Strategies for Managing Interest Rates, Investment Yields, and 529 Accounts 39:07

4M ago39:07

39:07

My team at Keen on Retirement has been hard at work analyzing the question that's top-of-mind for many of our listeners. And after crunching the numbers ... Yes, it looks like Taylor Swift will be able to attend the Super Bowl! She's scheduled to perform in Tokyo the night before our Chiefs take on the 49ers, but thanks to a 17-hour time difference…

1
Matt Reiner Opens Up About Failing as an AI Entrepreneur and Innovating From Within His Multibillion-Dollar Firm 1:06:08

3M ago1:06:08

1:06:08

Guest: Matt Reiner, a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. In a Nutshell: Nobody likes to fail, nobody likes to admit they failed,…

1
The 6 Financial Tools Every CEO Needs to Make BIG Happen with Scott Crawford 35:56

4M ago35:56

35:56

Guest: K. Scott Crawford, Partner, New Business Development, Client Prioritization at Preferred CFO, a company that provides outsourced CFO and comptroller services to companies seeking to elevate financial strategy, overcome challenges, maximize profits, and accelerate growth. Overview: Leveraging your company’s financial data isn’t just a numbers…

1
Keen on Retirement at 200: Reflecting on Our Favorite Episodes 41:55

4M ago41:55

41:55

At the end of 2023, the Keen on Retirement podcast crossed a significant milestone: 200 episodes. To put that number in context, less than half of the 460,080 active shows on Apple Podcasts reach episode 4. It's a real testament to the quality of our discussions, Keen Wealth Advisors' commitment to financial education, the dedication of my cohosts,…

1
Welcome to the Jungle: Mark Hurley on Thriving During the Next Evolution of the Wealth Management Industry 1:19:36

4M ago1:19:36

1:19:36

Guest: Mark Hurley, founder of Fiduciary Network and now CEO of Digital Privacy & Protection LLC, a cybersecurity company. In a Nutshell: Back in 1999, Mark Hurley dropped a bombshell white paper that predicted the wealth management industry would be consolidated into less than 100 firms, there would be a huge amount of M&A, and the small RIAs woul…

1
5 Key Strategies in Financial Modeling for Growth: A CEO's Guide with Daniel Kim 34:22

4M ago34:22

34:22

Guest: Daniel Kim, VP of Product Development and Content at CEO Coaching International, where he oversees the creation of Making BIG Happen tools, methodologies, and skills. Dan also serves as a resource to coaches and clients for challenges related to finance, banking, M&A, PE/VC/IPO, industry benchmarks, and reporting issues. Previously, Dan was …

1
Setting New Year’s Goals and Ignoring Old Noise in 2024 44:47

5M ago44:47

44:47

Happy 2024 from the team at Keen Wealth Advisors! The Dow sent us into the New Year on a high note -- literally -- by hitting a new all-time high in December on the back of some very positive economic news. Employment and job creation are still strong. It looks like we're going to avoid the recession that some analysts have been predicting for the …

1
My 3 Words for 2024 27:34

4M ago27:34

27:34

For the ninth time, I begin the New year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s the My 3 Words exercise. My 3 words are printed at the top of my Daily Outcomes sheet (my prioritized to-do list) so I see them multiple times a day. By being thoughtful when I ident…

1
Lessons on Smart Investing and Rich Living from Charlie Munger 40:26

5M ago40:26

40:26

On November 28th, Berkshire Hathaway Vice Chairman Charlie Munger died at age 99. Munger and his partner, Warren Buffett, became billionaire sages whose words reverberated throughout the markets. Their appearances at Berkshire's annual shareholder meetings were appointment viewing for many financial professionals. And while Charlie's "Mungerisms" o…

1
Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience 52:52

5M ago52:52

52:52

Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor. In a Nutshell: It's been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly -- not just in how advisors use AI, but in how they're improving …

1
Crossing Three Listener Questions Off Your 2024 Financial Planning Checklist 39:19

6M ago39:19

39:19

When we fall behind on our holiday shopping lists, there are usually some last-minute deals and expedited shipping options that can help us catch up. But if you fall too far behind on your annual financial planning checklist, you might miss out on some important rule changes or time-sensitive strategies that could impact your retirement next year. …

1
Explosive YouTube Growth Strategy: How James Conole Added $120 Million in AUM From YouTube in Just 12 Months 1:09:06

5M ago1:09:06

1:09:06

Guest: James Conole, CFP®, Founder of Root Financial Partners and star of a very successful YouTube channel with over 61,000 subscribers. In a Nutshell: When prospects watch your YouTube videos, read your newsletters, listen to your podcasts, and click on your website, within seconds they should think, "These guys are reading my mind!" Understandin…

1
Mike Morris on Aligning Sales and Marketing to the Company's BIG Goals 43:35

6M ago43:35

43:35

Guest: Mike Morris, a Principal at Kettle Hole Partners, a company that helps you optimize your marketing results based on detailed tracking of the numbers. Previously, Mike headed up Customer Acquisition and Retention at Grasshopper, The Entrepreneur’s Phone System, where he tripled the customer acquisition rate and doubled revenue in 3 years. Ove…

1
Add Daily Thanksgiving to Your Holiday Routine 35:54

6M ago35:54

35:54

Being grateful can be hard work. The media bombards us with so much bad news, and our lives are so full of everyday stresses that it's easy to lose sight of all the good things we have going for us. And when we're really low, gratitude might even feel a little out of reach. However, as we discuss on today's show, intentionally incorporating gratefu…

1
Marketing Expert John Wernz On Digital Marketing, SEO, Media Efficiency Ratio, and a ChatGPT-4 Marketing Plan 1:09:41

6M ago1:09:41

1:09:41

Guest: John Wernz, one of the top marketers on the planet. John was the Chief Marketing Officer of Wealth Enhancement Group (WEG) (listen to my podcast with WEG CEO Jeff Dekko) as that company grew rapidly through some sophisticated organic marketing programs. He’s currently Executive-in-Residence at Great Hill Partners, Executive Director and Boar…

1
Chris Dyer on Harnessing "The Power of Company Culture" to Drive Up Profits and Growth 45:59

6M ago45:59

45:59

Guest: Chris Dyer, a company culture and remote work expert. He's also a former CEO who has managed thousands of people, and his companies were consistently named a "best place to work." Chris' new book is The Power of Company Culture: How Any Business Can Build a Culture That Improves Productivity, Performance and Profits. Overview: Recently, the …

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Steve Sanduski Podcasts

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