Best Steve Sanduski Podcasts (2024)

1
What Impact Will the 2024 Elections Have on Your Financial Plan? 44:07

11h ago44:07

44:07

How are you feeling about the upcoming elections? Until about a week ago, I think that many folks might have had November on the periphery of their radar, especially if they don't live in a contested swing state. But the tragic events in Pennsylvania and the Republican National Convention in Milwaukee have probably changed that perception for all A…

1
Why PE Firms Should Engage Coaches for Their Portco CEOs with Randy Dewey 31:19

1d ago31:19

31:19

Guest: Randy Dewey, the President and COO of CEO Coaching International. Randy has over 30 years of experience delivering rapid growth and expansion across various industries and countries. Quick Background: In order to Make BIG Happen, private equity firms need the companies they invest in to get BIG too. And, in most cases, the sooner the better.…

1
Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig 46:57

32m ago46:57

46:57

Guest: Amy Koenig, a financial advisor coach and the Chief of Operations at ROL Advisor. In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. She coached advisors, operations leaders, and she developed the entire systems manual that was a key part of our coaching offering b…

1
How to Successfully Transition to the Second Generation CEO in a Family Owned Company with Shelley Van Etten 30:01

7d ago30:01

30:01

Guest: Shelley Van Etten, the president and CEO of WLT Software, a family-owned company that develops software for adjudicating and processing health and medical claims. Overview: Generational CEOs are inheriting a BIG responsibility when they take over the family business. The new CEO is often filling "big shoes" and has to maintain the best of wh…

1
From Spreadsheets to Yoga Mats: How to Slow Down, Find Inner Peace, and Recharge with Shannon Warwick 50:27

10d ago50:27

50:27

Guest: Shannon Warwick, Certified Personal Trainer, Yoga Teacher, & Sports Nutritionist. In a Nutshell: There's a profound connection between our physical health and the stress that we carry around with us every day. Today's show is a bit different from my usual focus on financial advisor practice management. Shannon and I dive deep into the topic …

1
Customizing Your Estate Plan to Your Family’s Unique Needs 38:56

10d ago38:56

38:56

Like any other part of a comprehensive financial plan, there's no one-size-fits-all blueprint for an estate plan. Every person is different. Every family is different. And, as illustrated in a recent Wall Street Journal article, if you don't work with professionals to preserve your legacy, your way, you could be putting your estate, your loved ones…

1
7-Time CEO Jon Hyman's Roadmap for Creating High-Value, Scalable, and Sellable Businesses 48:09

12d ago48:09

48:09

Guest: Jon Hyman, a coach at CEO Coaching International. Jon is a four-time entrepreneur, a seven-time CEO, and an accomplished business leader with over 30 years of experience across various industries, including consumer products, construction materials, sports and entertainment, investment banking, and manufacturing. Quick Background: So you've …

1
Adobe's Scott Belsky On Balancing "Messy Middle" Execution While Still Fostering BIG Disruptive Ideas 44:53

18d ago44:53

44:53

Guest: Scott Belsky, Adobe's Chief Strategy Officer and Executive Vice President of Design & Emerging Products. Scott cofounded the online creative community Behance, which was acquired by Adobe in 2012. He's also an author whose works include the Implications newsletter and the book The Messy Middle: Finding Your Way Through the Hardest and Most C…

1
A Keen Wealth Advisors Case Study: “Can We Retire With a $3.3 Million Nest Egg?” 40:54

27d ago40:54

40:54

Formulating a one-time, bulletproof financial plan would be incredibly simple if you could supply an advisor with just two pieces of information: exactly how much money you're going to spend every single year in retirement, and your date of death. Absent those two impossible data points, an effective, comprehensive financial plan has to be an ongoi…

1
From Elton John to Taylor Swift: Applying Music Industry Lessons to Financial Advising with Matt Ackermann and Andree Mohr 53:29

24d ago53:29

53:29

What can Elton John, Van Halen, and Taylor Swift teach financial advisors about running a successful firm? On today's show, Matt Ackermann and Andree Mohr discuss their unique spin on writing about practice management, which examines stories about how famous musicians hone their craft and applies those lessons to what we do as advisors.…

1
Buying the Company You Work For: How Wendy Mather Risked Everything and Became a First-Time CEO 39:09

1M ago39:09

39:09

Guest: Wendy Mather, CEO of RDP Creative. Wendy and her team "bring creative ideas and stories to life through bespoke merchandise that people want to keep for years." Overview: When you're sitting in the CEO's chair, there's only one step up left in an organization. But opportunities to grab an ownership stake are rare. CEOs who want a BIG piece o…

1
A Comprehensive Financial Plan for Achieving an Early Retirement Goal 38:50

1M ago38:50

38:50

"Robin" is a single mother of two high schoolers. She's 45 and she earns about $350,000 per year. Robin had never worked with a financial advisor before, and one of our clients referred her to Keen Wealth because she was looking for help with streamlining her finances and, hopefully, retiring in nine years. On today's show, we run Robin's case thro…

1
The CEO's Guide to Understanding, Implementing, and Profiting From AI with CEO Coaching's Curt Gooden 40:38

1M ago40:38

40:38

Guest: Curt Gooden, CEO Coaching International's Chief AI Officer. Curt helps CEOs define and realize their AI vision and meaningfully integrate AI into their business strategy and operations by leading CEO AI Roadmap workshops. Quick Background: Mastering AI is not the CEO's job. But learning about the fundamentals and identifying potential implem…

1
Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience 1:18:50

2M ago1:18:50

1:18:50

Guest: Tom Rieman, the Founding Partner and CEO of Practice Intel, a company dedicated to empowering advisors to deliver truly impactful advice. Tom has held leadership roles at J. D. Power and Associates, Brinker Capital, and J. P. Morgan Asset Management. In a Nutshell: Tom and I explore three themes that are crucial to all advisors' success: org…

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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

4M 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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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

5M 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

6M 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

6M 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

6M 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…

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Steve Sanduski Podcasts

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