Best Capstone Planning Podcasts (2024)

1
The Importance Of A Fiduciary In Your Retirement Planning 28:35

2h ago28:35

28:35

Keith Wolffong of Capstone Planning shares the story of how his family's financial planning practice started and discusses the importance of being a fiduciary. He emphasizes the need for a comprehensive financial plan that takes into account individual goals and removes financial guardrails. Keith also talks about the best time to retire and the im…

1
Employee Training Reimagined 33:00

4h ago33:00

33:00

Send us a Message In this episode, Sue converses with Julie Coneset, a Capstone Transformational Coach on the topic of organization-wide employee development efforts. Julie shares her experience of leading the employee training team at a community hospital and the importance of employee involvement in orchestrating these training initiatives. They …

1
4 Categories of Silo Busting Actions 18:03

3h ago18:03

18:03

Send us a Message While working with 1000s of healthcare leaders across the country over the past 12+ years, we've noticed a need for this: the Love Your Leadership Challenge! It's back again by popular demand for 1 hour per day, Aug 5-9. Check it out HERE. Today's episode: In this Culture Byte solo episode, Sue discusses the concept of silos withi…

1
Jet Vertz: Flight Plan for Life, Living A Fulfilling Retirement 32:28

11h ago32:28

32:28

About the guest, Jet Vertz: Jet is a retired aviation business executive who makes his home in South County, Rhode Island. Prior to his retirement Jet was a Vice President at Pratt & Whitney Aircraft (P&WA). P&WA designs, produces, and services commercial and military jet aircraft, including the engines for F22 and F35. Prior to going into the avia…

1
Investing in Leaders: A Pathway to Organizational Excellence 36:10

3d ago36:10

36:10

Send us a Message In this episode, Sue interviews Michelle Franklin, the CEO of Sullivan County Community Hospital, about their journey to developing leaders in their organization. Michelle shares how they started their leadership development efforts in earnest after experiencing disappointing employee engagement survey results. They implemented le…

1
5 Hacks from 40 Years as a Leader 30:05

20d ago30:05

30:05

Send us a Message Jane McLeod, co-founder of Capstone, shares five of her top 10 “leadership life hacks” borne out of her 40+ year career. An organization becomes unstoppable when front-line leaders join together on one team as a cohesive unit that works together to achieve common goals. Beyond all the projects and management tasks, continually bui…

1
Culture Bytes: 3 Leadership Training Traps 15:50

17d 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
The Experience Initiative: Part 1 A New Path Forward 34:39

1M ago34:39

34:39

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

2M 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 35:36

2M ago35:36

35:36

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 …

1
Meet Capstone Planning - Investments, Retirement Planning and More 23:50

2M 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
The Service Culture Journey 33:42

2M ago33:42

33:42

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

2M 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 36:18

3M ago36:18

36:18

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 31:49

3M ago31:49

31:49

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

3M 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…

1
3C Method: A Prescription for Combating Workplace Bullying 33:33

3M ago33:33

33:33

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 36:31

3M ago36:31

36:31

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

4M 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 . . …

1
Be Your Best . . . Trustee, Leader, Employee 37:11

4M ago37:11

37:11

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 …

1
Employee-Driven Improvements, Communication, & Training 33:27

4M ago33:27

33:27

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…

1
Culture Bytes: The Readiness Myth 10:36

4M 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 39:25

5M ago39:25

39:25

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 36:55

5M ago36:55

36:55

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
The Role of CFOs in Culture Change 37:39

5M ago37:39

37:39

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…

1
Cultural Insights from the Bedside to the Boardroom and Back 33:51

5M ago33:51

33:51

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…

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

5M 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
Trailer: Introducing Culture Change RX! 3:54

5M 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
It Was Nice to Spend Some Time Together 8:20

10M 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…

1
Bringing Your Money to Life, Investment Allocation Approach and Disposition Allocation Approach 9:29

10M 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

10M 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

10M 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

10M 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

10M 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

10M 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

10M 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

10M 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

10M 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 …

1
A Framework for “Realizement” 10:45

10M ago10:45

10:45

Chapter 4: A Framework for “Realizement” Are you ready to retire? Join me as we explore the critical importance of preparing for retirement on both the life track and the money track. But what happens when you've planned your finances perfectly, only to realize that you've neglected the most important aspect of retirement? Find out in this gripping…

1
Re-Envisioning Your Retirement 7:31

10M ago7:31

7:31

Chapter 3: Re-Envisioning Your Retirement Are you ready to break free from the myths that have been holding you back from a truly fulfilling retirement? Myth #1: Retirement is all about relaxation and leisure. Myth #2: Once you retire, your productivity and purpose diminish. Myth #3: Retirement means isolation and disconnection from the world. Tune…

1
Welcome to Retirement, It’s Nice to Meet You 8:05

10M ago8:05

8:05

Chapter 1: Welcome to Retirement, Chapter 2: It’s Nice to Meet You Have you ever stumbled upon an idea that changed the course of your life? It was like discovering a hidden treasure, a secret that whispered of endless possibilities. That's exactly what happened to me when I first encountered the concept of retirement. But little did I know, this j…

1
Welcome to MaxAMAZING Your Retirement with Len Hayduchok 9:04

10M ago9:04

9:04

Len Hayduchok is the CEO and President at Dedicated Financial Services, a Certified Financial Planner®, Author and Educator, and has more than 25 years of experience in the financial services profession. He develops wealth plans for individuals in their retirement and retirement-planning years that align with the things in life that are most import…

1
How do we make our classroom dynamically active instead of simply engaged? 52:49

5y ago52:49

52:49

Research offers excellent information about how to transform your classroom from engaged to dynamically active. Join us to learn more about this transforming information.

1
How do I make sure I am planning lessons that are developmentally appropriate? 17:06

5y ago17:06

17:06

We to plan with purpose and meet the need of every child in our classroom. Join us as we discuss how to do that in the early childhood classroom.

1
Understanding Early Brain Development So Teachers Can Close the Gaps in Learning 24:28

5y ago24:28

24:28

Do we really know how children learn? How can we help a child develop their brains? Join us as we explore Brain Development so our children are learning without gaps.

1
Creating a Dynamically Active Classroom 15:02

5y ago15:02

15:02

Do you want your students excited about learning? It is time to create a different environment for them if we are going to create life long learners.

1
How can we use technology in a way that our preschoolers are being challenged? 14:06

5y ago14:06

14:06

Technology is everywhere but let’s learn how to use it in our early childhood classrooms so that children are excited and dynamically active in the classroom.

1
The Importance of Dramatic Play in the Classroom 14:34

5y ago14:34

14:34

We know that every classroom has a dramatic play center but why? What does research say about dramatic play and its importance?

1
Join us as we learn about the importance of play in the early childhood classroom. 12:04

5y ago12:04

12:04

Find out researched based facts concerning the importance of play and child development.

1
ArmandPtolemy 12 17:29

12+ y ago17:29

17:29

Epilogue. Octavio Veerspike has an audience on Isla Saqqara with the Crimson Man and at last makes a choice that will define him until the end of his days ...

Podcasts Worth a Listen

Capstone Planning Podcasts

Podcasts Worth a Listen

Quick Reference Guide