The Haney Company Financial Guy podcast

58:07

Step into a world of strategic brilliance and market insights with our latest episode, featuring an exclusive interview with David Becker, the visionary Head Equity Strategist at Time Equities. Prepare to be inspired as David unveils the transformative strategies that drive success in real estate investment, while sharing his own compelling journey through the industry. This episode takes you beyond the surface, exploring the intricate dynamics of real estate markets. Discover how remote working trends are reshaping office spaces, the pivotal role of interest rates, and the essential power infrastructure fueling growth. Delve into the emerging opportunities across residential and industrial sectors with David's innovative approach, rooted in his rich background and unique experiences. Whether you're an investor seeking to expand your portfolio or simply intrigued by the forces shaping today's real estate landscape, this episode promises to deliver invaluable insights and spark your imagination. Tune in for a fresh perspective on real estate dynamics and explore new horizons in investment strategies. Don't miss this opportunity to elevate your understanding and seize the possibilities within the market! #realestatetrends #leadership…

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Digital Armor for Leaders: Unveiling Cybersecurity with Brian Scott 48:47

8 weeks ago48:47

48:47

Are your digital defenses ready for the next big threat? Tune into the Haney Company Financial Guy Show and discover how to arm yourself against cyber adversaries! This week, we welcome Brian Scott, a cybersecurity maestro who turns complex tech talk into captivating stories. Uncover the secrets behind the headlines and learn how to protect your digital world. In this episode, Brian reveals the hidden vulnerabilities lurking in your systems and shares the cutting-edge strategies you need to stay one step ahead. Whether you're safeguarding sensitive data or navigating the digital frontier, this is your chance to fortify your knowledge. Whether it's tips for nonprofits and associations or the importance of leadership in digital transformation, Brian's wisdom is invaluable for anyone navigating the modern tech landscape. Don't let cyber threats catch you off guard. Equip yourself today with the insights and tools to lead confidently in the digital age. Be sure to listen and transform your approach to cybersecurity! #CyberSecurity #Podcast #DigitalDefense #Leadership #TechSavvy #StayAhead…

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Financial Intimiacy - Turning Money from a Barrier to a Bridge 56:16

12 weeks ago56:16

56:16

What if money brought us together? What if our finances helped us feel closer to each other? Might seem crazy, but this episode's guest begs to differ! Join me as we embark on a fascinating conversation with our returning guest, Adam Kol. As the second repeat guest, Adam shares his fresh insights on how couples can transform their financial struggles into sources of growth and connection. This episode delves into the unique concept of financial intimacy—where money is used as a tool to strengthen relationships, rather than a barrier that divides. We discuss strategies for better communication and how developing empathy and understanding can help couples navigate financial challenges together. We also explore how financial mindsets and values shape our relationships and discuss practical approaches for starting and maintaining meaningful conversations about money within couples. Whether you’re looking to improve your financial strategy or deepen your relationship, this episode provides valuable advice and encouragement for building financial and relational strength together.…

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Navigating Leadership with Cameron Herold: Vision, Culture, and Impact 44:28

31 weeks ago44:28

44:28

What is the difference between organizational greatness and mediocrity? What do extraordinary leaders do that others don't? In this episode Cameron Herold, the "CEO Whisperer," shines some light on some of those answers. Cameron shares his incredible journey as a global nomad and his experiences visiting 54 countries. We delve into his expertise in leadership, exploring crucial skills like situational leadership, coaching, and project management. Cameron also highlights the importance of creating a vivid vision for organizations, whether for-profit or nonprofit, to align and inspire teams. We discuss the challenges of a multigenerational workforce and how to cultivate a culture of empathy and collaboration. Cameron emphasizes the significance of removing cultural cancers from organizations and investing in leaders to drive success. This episode is packed with valuable insights and practical advice for leaders at all levels. Don't miss this chance to learn from one of the best in the business. Tune in, and if you want more, let us know for a potential part two!…

1
The Politics of Money 49:49

42 weeks ago49:49

49:49

It is said that Financial Security for All shouldn't be political. But the reality is that navigating financial politics can be trickier than it seems. Get ready for some amazing insights from legislative expert @Diane Boyle , Senior Vice President of Government Relations for the National Association of Insurance and Financial Advisors . Diane delves into the intricate world of financial politics, from the significance of landmark legislative pieces to the current state of financial advocacy. Diane provides valuable insights into the challenges and opportunities facing the industry, efforts to improve financial literacy for all Americans, along with the necessity of humanizing the tax code to ensure informed decision-making. Whether you're a financial professional, association leader, or simply interested in understanding the politics of money, this episode offers a wealth of knowledge and actionable insights. Tune in to stay informed about the pivotal legislative changes and how they impact your financial well-being. #financialsecurityforall #naifaproud #advocacymatters…

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What can scale do for you?! 41:51

1 year ago41:51

41:51

Does that vision of greatness seem just out of reach? Ever wonder what might be holding you back? What does the next level even look like? What separates success stories from everyone else? My incredible guest @Brad Eisenberg , founder of BE Lean , is a Scalability Consultant with over 15 years of experience helping organizations breakthrough to the next level. He works with growing businesses that are at the point where everything that used to be fun and simple has become messy and complex. We discuss how to cut through the complexity, fix what's broken, and create smooth, streamlined, and scalable operating systems to help you get out of the weeds and actually grow! There are tips and tricks here for every kind of organization looking to move to that next level of success, so be sure to listen, share, and tell your friends! #scalability #businessgrowth #leadership #businesstips #maximizeprofits…

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Delivering on the Promise of Employee Benefits! 40:19

1 year ago40:19

40:19

What you do for your employees says everything about you. And yet, it’s not just in offering “a competitive benefits package,” now the real winners are organizations that use those benefits to make meaningful improvements in their employee’s lives. We have a saying at our company, “A benefit isn’t a benefit unless your employee understands it and can use it properly.” My incredible guest @Joshua O’Gara is a fellow Employee Benefits Specialist and employment culture enthusiast and we dive into several key factors behind delivering an elevated benefits experience. We dive into the need for having a benefits strategy and address crucial topics such as the fact that employee financial well-being has hit an all-time low. How can employers support their employees’ overall financial health? What can employers do to support their employee’s mental well-being as much as their physical well-being? As leaders, let’s not just deliver the benefits our employees need, but do so in a manner that lifts them towards a better life! #employeebenefits #employmentculture #leadership #cultureenthusiasts #culturematters…

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The Power & Responsibility of Foresight! 1:01:00

1 year ago1:01:00

1:01:00

The future doesn’t negotiate, the future doesn’t cooperate. It will be what it will be, so how can we work to shape it as positively as we can on behalf of our association, stakeholders and industry? This episode’s guest @Jeff De Cagna, is an Association Contrarian, Foresight practitioner, and Executive Adviser of Foresight First, LLC. He and I dig into perhaps one of the most crucial issues for associations to grasp: the duty of Foresight. In order for us to better hear the signals of the future, we’ve got to be able to turn down the noise of the past. What noise from our past, what baggage are we carrying, such as our orthodox beliefs, that prevents us from engaging in the kind of intentional learning that we need to do to better understand where we are going and what we need to become and what we need to do to guide us towards the pathways we must travel. How can boards reclaim their agency to be effective today and set their successors up for years to come? We cover all of this and much more, so enjoy this episode and let’s all strive to be Foresight driven leaders that our future successors need us to be! #associations #leadershipmatters #foresight…

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Radical Generosity & Charitable Giving! 46:37

1 year ago46:37

46:37

If there was one thing we could do to make a difference 2024, what would it be? What if we could nurture the generosity within each person and bring resources for creating change in the world to everyone. That’s something I think we can all get behind, and it also happens to be the very mission of Charitable Impact . My incredible guest John Bromley, the CEO of Charitable Impact, is a two-time TEDx speaker, a Business in Vancouver Forty Under 40 winner whose life mission is facilitating benevolence. He and I enjoyed a fantastic conversation navigating how to help as many people as possible give generously, and rediscover how good it feels to give—and how powerful giving can be—when you do it in an even more intentional and personally meaningful way. See something in the world that needs to change? You can absolutely DO something about it! Enjoy this episode and let’s all strive to be the change we want to see in the world! #charitablegiving #stewardship #leadershipmatters #bethechange…

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AI, Privacy, and Critical Digital Leadership 55:36

2 years ago55:36

55:36

What if we could peer into the future with a VP of Meta! Well, it’s not every day you get a firsthand look at the front lines of the digital marketplace and what leaders need to know to not just survive but thrive. Maybe a better question is, “what would you do if you weren’t afraid?” My incredible guest Erin Egan, is the Chief Privacy Officer at Meta (the artist formerly known as Facebook!). From her incredible career journey to the fascinating stuff she handles each day, Erin walks through the critical things all leaders should know about AI, Privacy, and Digital Leadership. Enjoy this MUST LISTEN TO episode to find out how to keep your organization steadily pointed in the right direction to traverse our digital future! #womenintechnology #digitalleadership #understandingai #leadershipmatters…

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Maybe DEIA is about future-proofing your organization! 52:59

2 years ago52:59

52:59

What if one of the best things an Association could do was to create an environment where “people feel that they can find their peers and feel accepted for who they are.” What if workplaces focused on cultivating employment cultures that valued our differences as much as our commonalities? My guest @Trevor Mitchell, is the Executive Director of MENSA, a unique membership organization, and an incredible leader working tirelessly on the front lines of diversity, equity, inclusion, access and belonging. As organizations and leaders face headwinds and backlash, how can we press forward in a positive manner, build off our past successes, and pivot in the face of pushback? Maybe it’s not about certain words, but about doing life better? Enjoy this episode to find out how to persevere because this journey is too important! #perseverance #powerofassociation #diversityequityinclusion #leadershipmatters…

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A wild discussion on Leadership 1:04:22

2 years ago1:04:22

1:04:22

Work hard, love others, press repeat! A mantra I think most of us can get behind. My guest James Schleicher, author of “It All Starts with A Plan,” is a consummate leader working tirelessly in all domains to help, support and encourage others to be the best version of themselves. But James’ story is one of leadership by accident. While he has achieved significant professional and personal success, his unconventional journey taught him, and hopefully teaches all of us, some valuable lessons. Enjoy this episode to find out how to turn disadvantages into advantages, and failures into success! #perseverance #storytelling #leadershipmatters…

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It’s all about that brand, about that brand! 34:32

2 years ago34:32

34:32

Don’t underestimate the power of a good story! We connect through our humanness. All of us seek meaningful relationships because the quality of our life is directly proportional to the quality of our relationships. How can organizations create a compelling story to represent their value to the marketplace? My guest Pamela Nieto is a master branding guru and we dive into what branding is, why it’s important, and how you can define/refine a brand for yourself. Whether you’re a for profit trying to find clients, or an association trying to attract new members, your brand should amplify your story and draw the people to you. Enjoy this episode to find out how to stand out from the crowd for all the right reasons! #branding #storytelling #leadershipmatters…

1
Retirement Maximization and Executive Compensation Wizardry! 39:44

2 years ago39:44

39:44

Most organizations want to offer a great retirement plan that helps their employees save for their future, yet few realize the opportunities that exist on how to customize their retirement offerings to their employees. My guest on this episode is the amazing Kristin Tocket, Retirement Plan expert extraordinaire and boy has she seen it all! Give this a listen as Kristin shares some fantastic insights on strategies and best practices to optimize retirement, set aside more money than you already do, which vehicles might make sense, and what to watch out for. Retire happy my friends! #executivecompensation #retirementplans #financialpodcast #employeebenefits…

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Winning The Talent War! 54:55

2 years ago54:55

54:55

The war for talent is fierce and it can be tough to stand out as an employer. Most organizations don’t have a “talent brand.” On this episode of my podcast, my amazing guest @Dany Smith and I discuss some of the most significant trends & opportunities in the area of talent development & HR and how organizations develop a brand & identity that the best professionals want to work for. Culture matters! How can you drive modern HR solutions that deliver exceptional experiences for the candidate? What are good employers doing that stand out in the area of benefits? Want to attract and retain amazing employees? Then develop an amazing organizational ethos and become known for how you value your people. #financialwellness #hr #financialpodcast #employeebenefits…

The Haney Company Financial Guy Podcast

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Tax secrets of the 1% 1:27:50

2 years ago1:27:50

1:27:50

How can you significantly reduce your tax liability when you make more than $500,000 a year? What about when you finally sell your company & get a significant payday? What happens when you want to liquidate some real estate holdings? Navigating taxes successfully involves one key thing: knowing which part of the tax code you need to work with to be effective. My guest Matt Chancey is a Tax Shelter & Tax Strategies expert , and we dig into some significant stuff when it comes to some of the more obscure parts of the tax code. Matt works with high income and high net worth clients to legally reduce taxes on income or capital gains. You’re not stuck, but you need to have a true specialist working in your corner to navigate forward with confidence. #financialresolutions #taxtips #financialpodcast #financialfreedom #financialwellness #taxes…

The Haney Company Financial Guy Podcast

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Filing your taxes versus planning them! 56:23

2 years ago56:23

56:23

What do wealthier people do that most of us don’t? Well, one thing is that they tend to be far more strategic when it comes to their taxes! In the second episode of our “taxes” mini-series, my guest R. J. Kelly is Founder and Chief Visionary Officer of Wealth Legacy Group®, a company specializing in supporting closely-held business and professional families, and the host of the “Wealth Legacy Conversations” podcast. We have a fantastic conversation about several strategies that can make a massive difference on our wealth. We get to choose how we support the social welfare of our country, so let’s choose wisely! #financialresolutions #taxtips #financialpodcast #financialfreedom #financialwellness #taxes…

The Haney Company Financial Guy Podcast

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Don’t just do tax prep… do tax planning! 41:35

2 years ago41:35

41:35

As we walk into 2023, now may be a good time to consider making some financial resolutions! My guest @Jeremy Keil, host of the Retirement Revealed podcast , thinks a great place to start may be our taxes! When it comes to our money, one thing that’s hard to grasp is just how big of a bite Uncle Sam takes, yet we have a remarkable amount of control over our taxes. So instead of having your taxes just happen to you, listen to this episode to see how you can have a tax strategy that empowers you towards more financial success in 2023 and beyond! #newyearsresolutions #financialresolutions #taxtips #financialpodcast #financialfreedom #financialwellness #taxes…

The Haney Company Financial Guy Podcast

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Are you giving your money a purpose? 39:39

3 years ago39:39

39:39

In this episode, I enjoy a wonderful conversation with Dr. Constance Craig-Mason, CEO of Concierge Financial Group and a fellow FinCon panel member. We dive deeper into the concept of aligning our values and our finances. The good news is: We don’t have to trade our principals for profits! We discuss how to give our money a “job” and a purpose, so that it becomes more about what we represent, not just what we leave behind. By focusing on the impact, not just the returns, it’s incredible the kind of things we can accomplish financially and transform the world we live in for the better. So, how is your money changing your world? #esg #investing #values #valuesalignment #financialwellness #financialempowerment #fincon22 #impactinvesting…

The Haney Company Financial Guy Podcast

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Dealing with the four-letter word DEBT 46:44

3 years ago46:44

46:44

What comes to mind when you hear the word DEBT? You’re probably cringing a little bit because, let’s face it, it’s not a great word financially speaking. Some might call if a Four-Letter word. Most of us have likely had to wrestle with it to some degree because our culture has a very nasty relationship with debt. In this episode I speak to Debt-ologist extraordinaire, @Ashley Patrick, who managed to payoff $45,000 of her own debt in 17 months, a feat that spurred into becoming a Master Financial Coach specializing in helping people tackle this ugly word DEBT. Founder of Budgets Made Easy , Ashley and I confront this head on to help anyone wrestling with debt find a pathway forward. #debt #debtstinks #debtfree #financialfreedom…

The Haney Company Financial Guy Podcast

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Values investing 48:07

3 years ago48:07

48:07

Have you ever asked yourself, “Am I funding what I’m fighting?” May seem like an odd question to ask, but it’s one that can have significant implications. On this episode my guest Daniel Wanstreet and I explore the growing opportunities in ESG (Environmental, Social, and Governance) investing. Can supporting companies that operate by certain values not only be good for our conscience, but for our portfolio as well? Maybe it’s time to take a step back and reconsider not just what we may be investing in, by why? Let’s think about what kind of vision and mission we want for our money - Don’t miss this extremely important conversation! #esg #investing #values #valuesalignment #financialwellness #financialempowerment…

The Haney Company Financial Guy Podcast

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Everything you need to know about car buying! 46:39

3 years ago46:39

46:39

If there’s one significant financial experience most of us have several times in our lives, it’s getting a car. In a fantastic interview with Robert Fogarty Jr , Owner of Sport Chevrolet & Honda , we discuss the car industry and dive into things most people may not know about optimizing the car buying experience. The 2020 Northwood Dealer of the Year share tips for buying new, used, or leasing – since there’s no “one right way” to go about getting a car for yourself! We discuss the good, the bad, and the ugly so if you had a car, have one now, or might think of getting one in the future, you need to listen to this episode! #cars #financialtips #financialwellness #financialfreedom…

The Haney Company Financial Guy Podcast

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The Intersection of Health & Wealth 55:51

3 years ago55:51

55:51

The pandemic certainly thrust Health to the forefront of our lives, reminding us to put more of a premium on taking care of ourselves. As Count Rugen says, “if you don’t have your health, you don’t have anything!” In this interview with the Crazy Health Lady herself, she shares not only a miraculous journey of healing, but frames how important our health is not only for fulfillment & longevity, but also for our finances. Being healthy physically, mentally, emotionally, and even spiritually can have a massive impact on your financial health, so you’re not going to want to miss this one! #healthmeanswealth #financialwellness #wellness #healthyliving #crazyhealthlady #naifaproud…

The Haney Company Financial Guy Podcast

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Developing Financially Responsible Teenagers 47:40

3 years ago47:40

47:40

Teenagers and money often don’t mix…but maybe they can! In my interview with the “ Artisan of Adulting” herself, Charla McKinley , we discuss the challenges around equipping our children to be financially successful, especially once they become teens. During such a transformative period of their lives, it’s critical for parents to instill fiscal responsibility, but it doesn’t happen by default. Listen now to learn how! #financialempowerment #financialtips #makingmoneymakesense #adulting, #education #parenting #raisingadults #financialliteracy #equippedforsuccess #adulting #moneymatters…

The Haney Company Financial Guy Podcast

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Trust, intentionality, and the threshold of promise 58:06

4 years ago58:06

58:06

Outstanding interview with my Washington Business Journal 40 UNDER 40 classmate, Irving Washington, CEO of the Online News Association. As a tremendous leader in the Association community, Irving and I tackle some of the critical issues surrounding the exciting changes, challenges, trends & opportunities across the journalism landscape, the association community, and the economy at large. The intersection of trust, intentionality, and diversity, equity and inclusion may hold the key to lasting transformation. There’s even a Matrix movie reference! Can’t miss this episode #trust #leadership #diversityequityandinclusion #journalism #freelancer #cae #textstotable…

The Haney Company Financial Guy Podcast

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Running to the crisis - the power of the human story 53:25

4 years ago53:25

53:25

Incredibly powerful episode with guest Nick Valencia CNN Correspondent who is one of the most influential Latino journalists in America & one of the "Top 50 Latinos" to follow on Twitter. In 2013 the National Association of Hispanic Journalists awarded him its inaugural "Sí Se Puede" Excellence in Leadership award and in 2020, Atlanta Press Club named him "TV Reporter of the Year.” Nick and I discuss his incredible career, what it was like being a minority trying to make it in a tough profession, and how we can all become change agents for those whose voices don’t get heard. Not one to miss! #diversity #diversitymatters #leadership #diversityequityandinclusion #raisethebar #givepeopleavoice #empowerment #storytelling…

The Haney Company Financial Guy Podcast

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Wills, trusts, and Estates...Oh My! 51:33

4 years ago51:33

51:33

Sometimes figuring out the right legal framework seems like walking in OZ doesn't it! A Financial Advisor turned Estate Planning attorney; my guest Raina Bond lays out the recipe for success when it comes to preparing the proper plan for yourself. Raina says it’s not about Estate Planning, it’s about life planning – Life Fulfillment Planning. You’re not planning your death, you’re planning to live well and leave a legacy. We cover a lot of ground and layout what the essentials are as so you can approach planning with confidence.…

The Haney Company Financial Guy Podcast

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Association PR tips and tricks 48:04

4 years ago48:04

48:04

Putting the relationships back into Public Relations - Enjoy this fantastic conversation with two PR experts, Peter & Scott from Turn Two Communications. Stories are what tend to have maximum impact, so how can Associations develop an audience-focused strategy to deliver exceptional PR that adds true value and really resonates?…

The Haney Company Financial Guy Podcast

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How money can make marriages better instead of worse! 49:23

4 years ago49:23

49:23

Statistics tell us that money is the #1 stressor and also a leading cause of divorce. However, in my interview with Adam Kol, the Couples Financial Coach , he sees a couple’s finances very differently. Money does not need to stress us out or break us up, it can actually bring us together and help foster closeness and intimacy. What if we used money, not just as a means of exchange or to support our lifestyle, but as a way to get to know our spouse better and as a way to bond and build a stronger relationship? You’re not going to want to miss this conversation!…

The Haney Company Financial Guy Podcast

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Is my stuff exclusive enough? 53:02

4 years ago53:02