Best Capstone Planning Podcasts (2024)

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Meet Capstone Planning - Investments, Retirement Planning and More 23:50

23d ago23:50

23:50

In this episode of the Make Life Happen podcast, host Keith Wiltfong discusses his book 'Make Life Happen: Your Guide to the Better Retirement Journey'. He explains that the retirement journey is about defining what retirement looks like and connecting the dots to achieve those objectives. He also addresses common questions about Social Security, i…

1
Culture Bytes: 3 Leadership Training Traps 15:50

4h ago15:50

15:50

Send us a Message In this Culture Byte solo episode, Sue discusses the to-dos and not-to-dos for creating a learning culture in healthcare organizations, specifically focusing on leadership development. She emphasizes the need for internal ownership of the learning system and the involvement of a steering team to develop and onboard leaders. Sue al…

1
Episode 71: Matt Hougan discusses the basics of blockchain and cybercurrencies, host Rick Ferri 52:51

1d ago52:51

52:51

Matt Hougan is the Chief Investment Officer of Bitwise Asset Management, the world's largest provider of cryptocurrency index funds with more than $4 billion in assets under management. Before joining Bitwise, Matt held several notable positions in the financial industry, including CEO at Inside ETFs, Managing Director of Global Finance at Informa,…

1
The Experience Initiative: Part 1 A New Path Forward 33:28

8d ago33:28

33:28

Send us a Message In this episode, Sue Tetzlaff interviews Ben Davis, President and CEO at Glencoe Regional Health (GRH), about their newly launched Experience Initiative. Ben plans to be a quarterly guest on the podcast to chronicle the approach, progress, successes, and challenges of this initiative. During this first episode, Sue and Ben the ear…

1
Culture Bytes: Trust Builds as We Deliver on Plans and Goals 16:14

16d ago16:14

16:14

Send us a Message In this Culture Byte solo episode, Sue discusses the importance of trust between executives and employees in the workplace. She emphasizes the need for both task trust and relationship trust and highlights the impact of individual executive behavior on the perception of the entire team and organization. She explains how defining a…

1
Time Well Spent: The Power of the 5P Model 34:24

23d ago34:24

34:24

Send us a Message Sue welcomes back Courtney Kloehn, an experienced healthcare executive and Capstone coach, to the podcast. In this episode, Sue and Courtney introduce the 5P model of time, priority and energy management, which includes prioritizing, planning, performing, pausing, and pivoting. They emphasize the need to be thoughtful in how time …

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Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri 56:27

28d ago56:27

56:27

Dr. Wes Gray is the CEO of Alpha Architect. Our topic of discussion for this podcast is exchange-traded funds (ETFs) and their unique tax benefits. Wes is an author, portfolio manager, United States Marine, Iraq War vet, and former professor of finance at Drexel University. He earned an MBA and a Ph.D. in finance from the University of Chicago, whe…

1
The Service Culture Journey 32:31

30d ago32:31

32:31

Send us a Message In this episode, Sue welcomes Teresa Feidt, a healthcare executive and Capstone coach, about patient experience and service cultures in healthcare. They discuss the importance of creating a positive service culture in healthcare organizations and share examples of exceptional service experiences. Teresa emphasizes the need for emp…

1
Culture Bytes: From “Working Short” to “We Show Up For Each Other” 13:52

1M ago13:52

13:52

Send us a Message In this solo Culture Byte episode, Sue shares a story about how setting goals helped a department change its culture and behaviors. The department focused on reducing absenteeism and created a social contract to achieve this goal. They recognized and rewarded employees with perfect attendance, tracked attendance on a graph, and ev…

1
Improving Culture and Care With a Goal Cycle 35:07

1M ago35:07

35:07

Send us a Message In this episode, Sue and Kevin discuss the connection between setting and achieving goals and organizational culture. They emphasize the importance of goal setting in driving culture change and employee engagement. Kevin shares his experience with implementing a goal cycle at Tamarack Health and how it has transformed the organiza…

1
Teamwork Boosters: Belief, Connection, and Consistency 30:38

2M ago30:38

30:38

Send us a Message In this episode, Sue welcomes Capstone’s Co-Founder Jane McLeod, to discuss the importance of teamwork and how it can maximize momentum in an organization. Jane shares examples of fostering teamwork, such as COO Brian Rauzi's Team 90th and highlights the key elements of effective teamwork: belief, connection, and consistency. They…

1
Culture Bytes: Shift From Chaotic to Consistent Communication 14:07

2M ago14:07

14:07

Send us a Message In this episode, Sue discusses the communication challenges faced by leaders and employees in organizations. She highlights the problem of communication not being received by the intended recipients, leading to frustration and confusion. Sue introduces the concept of 'splatter' as a common mistake made by leaders, where they try t…

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Episode 69: LarrySwedroe talks about his capstone book, Enrich Your Future, host Rick Ferri 58:16

2M ago58:16

58:16

Larry Swedroe is the head of financial and economic research for Buckingham Wealth Partners. A prolific writer who is the author or co-author of 18 books. His first book, The Only Guide to a Winning Investment Strategy You’ll Ever Need, is in its second edition. Larry's latest book, Enrich Your Future, The Keys to Successful Investing, is the topic…

1
3C Method: A Prescription for Combating Workplace Bullying 32:22

2M ago32:22

32:22

Send us a Message Dr. JoNeil Conley shares her experiences and lessons learned in nursing leadership. JoNeil shares some personal examples of bullying stories which led her to researching bullying and developing the 3C Method to guide organizations to decrease and address incivility. The conversation emphasizes the need to be proactive and courageo…

1
Better Behaviors, Better Workplaces 35:20

2M ago35:20

35:20

Send us a Message In this episode, Sue welcomes Courtney Kloehn, a Capstone transformational coach, who shares her experience in her organization, where they tackled the project of defining and aligning their standards of behavior with their core values. The conversation highlights the importance of consistency in reinforcing behavior standards and…

1
Culture Bytes: A Trust Deficit Will Hamper Momentum and Undermine Progress 12:52

3M ago12:52

12:52

Send us a Message In this episode, Sue discusses the impact of trust, or lack thereof, between the administrative team and the board of directors. She draws on examples from her experiences as a senior executive in healthcare and highlights the need for trust between the board and the executive team to facilitate more effective decision-making . . …

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Be Your Best . . . Trustee, Leader, Employee 36:00

3M ago36:00

36:00

Send us a Message In this episode, Sue interviews Charisse Oland about her experiences and lessons learned in healthcare leadership and governance. Charisse highlights real world examples of strengthening leadership and governance as pathways to creating stronger organizations, including improving results and a more positive and thriving workplace …

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Employee-Driven Improvements, Communication, & Training 32:16

3M ago32:16

32:16

Send us a Message In this episode, Sue welcomes Julie Coneset, a Capstone transformational coach, who shares her experience in healthcare and human resources, emphasizing the importance of organizational culture. Julie discusses the transformational journey her organization went through, starting with the departure of a CEO and the implementation o…

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Episode 68: Rolf Agather on investment index methodology and innovation, host Rick Ferri 54:14

3M ago54:14

54:14

More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. Episode 68 is all about index history and evolution and how the usage of indexes as investment products changed the industry. Rolf Agather has been in the indexing industry since the 1980s. He started Russell, moved around the industry…

1
Culture Bytes: The Readiness Myth 10:36

3M ago10:36

10:36

Send us a Message In this short solo episode of Culture Bytes, Sue discusses the concept of readiness for culture transformation in healthcare organizations. She emphasizes the importance of continually strengthening the strategic pillars of people, service, and quality, and highlights that this work should always be a priority. Sue explains that i…

1
A Winning Approach: Fueling Growth and Forging Excellence 38:14

4M ago38:14

38:14

Send us a Message Community hospital CEO Dan Rohrbach shares highlights from a decade-long journey of growth and improvement at Southwest Health. He emphasizes the importance of balancing speed and staff well-being, managing through crisis, investing in culture, and the value of external expertise. Gain valuable insights on attracting top talent an…

1
Growth and Culture Accelerators: Nimble Planning and Continuous Learning 35:44

4M ago35:44

35:44

Send us a Message Adopt a nimble strategic planning approach that is actionable and adaptable, and then uncover and overcome learning needs in order to set people up for success Episode Insights & Takeaways A nimble strategic planning process is essential for success. Culture plays a crucial role in executing strategic initiatives successfully. Inv…

1
Culture Bytes: Strengthening Healthcare's Intangible Forces 9:26

4M ago9:26

9:26

Send us a Message Healthcare organizations are complex entities and consist of both tangible and intangible elements, all of which can be strengthened Episode Insights and Takeaways Growing and thriving organizations intentionally design and improve the intangible aspects of their organization Don't leave culture to chance; deliberately change and …

1
Cultural Insights from the Bedside to the Boardroom and Back 32:40

4M ago32:40

32:40

Send us a Message Fostering collaboration among diverse teams and organizational tiers. Episode Insights and Takeaways: Assigning goals and creating employee-driven teams can enhance employee engagement and ownership. Building relationships and truly listening to employees are key to effective leadership and culture change. Rural healthcare provide…

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The Role of CFOs in Culture Change 36:28

4M ago36:28

36:28

Send us a Message Net revenue grows 69.4% in 3 years - CFO credits culture change. Episode Insights and Takeaways Culture is dynamic and constantly changing, requiring intentional efforts to shape and improve it. Deliberate culture change can lead to significant improvements in financial performance and other measures. Data, celebration, and leader…

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Trailer: Introducing Culture Change RX! 3:54

4M ago3:54

3:54

Send us a Message Embark on a journey to the heart of healthcare, where we dissect the driving force behind every thriving organization: its culture. Drawing on her executive background and extensive work as a strategic coach, Capstone’s co-founder Sue Tetzlaff and guests will share actionable insights and practical steps for successfully navigatin…

1
Episode 67: Kaye Thomas on income taxes and how to lower them, host Rick Ferri 56:45

4M ago56:45

56:45

If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began his career as a tax attorney, dealing with complex tax matters related to business transactions, finance, and compensation. Kaye now spends his time …

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Episode 66: Dr. Jim Dahle and John Worth, Ph.D. on real estate investing, host Rick Ferri 57:03

5M ago57:03

57:03

My two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph.D., Executive Vice President of Research and Investor Outreach at Nareit. Our topic in the episode is real estate investing. We cover the spectrum of real estate i…

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Episode 65: Dr. Qian Wang, Vanguard economic and market outlook of 2024, host Rick Ferri 58:13

6M ago58:13

58:13

Qian Wang, Ph.D., is Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group. She is also a member of Vanguard’s Strategic Asset Allocation Committee and its Time-Varying Asset Allocation Subcommittee, which oversees and determines the asset allocation strategies of global …

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Episode 64: Victor Haghani and James White, ”The Missing Billionaires”, host Rick Ferri 56:10

7M ago56:10

56:10

Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." Victor is also the founder and CIO of Elm Wealth and David is the CEO, where they implement these concepts for their clients. This fascinating book discusses investment decision-making and risk-sizing and how to make better financial …

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Episode 63: Dr. William Bernstein on TIPS, asset allocation, and four deep risks, host Rick Ferri 45:47

8M ago45:47

45:47

Dr. William (Bill) Bernstein is a retired neurologist, author, investment adviser, and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and economic history, including eight books and numerous articles. He holds a Ph.D. and an M.D. Bill is a repeat guest, …

1
It Was Nice to Spend Some Time Together 8:20

9M ago8:20

8:20

Chapter 15: It Was Nice to Spend Some Time Together In the twilight of our lives, as the sun sets on our careers and responsibilities, we often find ourselves longing for something more. A deeper purpose, a greater sense of fulfillment. And just when we think we have it all figured out, life throws us an unexpected twist. It challenges us to questi…

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Bringing Your Money to Life, Investment Allocation Approach and Disposition Allocation Approach 9:29

9M ago9:29

9:29

Chapter 13: Bringing Your Money to Life and Chapter 14: Investment Allocation Approach and Disposition Allocation Approach Discover the key to aligning your financial resources with your life goals and dreams in retirement. Learn how to strategically allocate your wealth to empower your desired experiences, accomplishments, impact, and security. Bu…

1
Life Goals 7:03

9M ago7:03

7:03

Chapter 12: Life Goals Experience the MaxAMAZING Your Retirement podcast as Len Haduchach, your passionate host and certified financial planner, uncovers the key to a fulfilling retirement by balancing love, peace, identity, and life purpose, and navigating the ironic conflict between enjoyment and fulfillment. In this episode, Len Hayduchok discus…

1
Peace 8:32

9M ago8:32

8:32

Chapter 11: Peace Retirees seeking true fulfillment and tranquility will embark on a transformative journey with financial expert Len Hayduchok as he challenges conventional views, explores the concept of peace in retirement, and guides listeners in finding their inner peace by aligning their values and desires with a holistic perspective, all whil…

1
Love 6:20

9M ago6:20

6:20

Chapter 10: Love Discover the key to a fulfilling retirement as Len Haduchach explores the importance of love and relationships. But what happens when face-to-face contact is reduced? Will enduring relationships survive, or will retirees face a lonely and disconnected future? Find out now on MaxAMAZING Your Retirement! In this episode, Len Hayducho…

1
Life Purpose 7:41

9M ago7:41

7:41

Chapter 9: Life Purpose As I embarked on the journey of aligning financial resources with personal values in retirement, little did I know that a single conversation would unveil a hidden path. It was a serendipitous encounter that sparked a curiosity within me, urging me to explore beyond the conventional notions of wealth accumulation. What I dis…

1
Creating Your Identity 8:15

9M ago8:15

8:15

Chapter 8: Creating Your Identity Do you want to discover fulfillment and purpose in your retirement? Are you searching for a way to create a meaningful identity after leaving your work life behind? Look no further, because I have the solution that will help you achieve that desired result. By sharing practical strategies and insights, I will guide…

1
Identity Components and Facets of Life 8:58

9M ago8:58

8:58

Chapter 7: Identity Components and Facets of Life On this episode of MaxAMAZING Your Retirement, we delve into the complex nature of identity and how it evolves over time. Join me as I explore the various components that shape who we are and the importance of aligning our actions with our core beliefs. But what happens when retirees leave behind th…

1
Core Soul Needs 8:06

9M ago8:06

8:06

Chapter 6: Core Soul Needs Picture yourself, standing at the precipice of retirement, ready to leave behind a lifetime of work. But what if I told you that retirement isn't just about financial security and leisurely pursuits? What if I told you there's an unexpected twist to this journey, a revelation that will change everything? It's time to dive…

1
Maximizing Your Enjoyment 8:06

9M ago8:06

8:06

Chapter 5: Maximizing Your Enjoyment Imagine stumbling upon a hidden gem that could transform your retirement into a journey of self-discovery, filled with true joy at every turn. It's not just about saving money for the future, but about crafting a life that amplifies the joy of every experience. But here's the twist: it's not just about what you …

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