The Haney Company Financial Guy Podcast

“When I look in the mirror, I would rather be excellent than be comfortable.” That was one of the first things I heard Stef Reid say and it stopped me cold. In my latest podcast episode, I sat down with Stef — a Paralympic champion, global keynote speaker, and leadership coach — to talk about resilience, adaptation, and what it actually takes to perform when circumstances don’t go your way. Stef’s...

Step into the future of real estate with Michael and Kris Broder as we uncover how technology and data are redefining the industry. This episode delves into the power of predictive modeling, strategic foresight, and the art of aligning your business processes with the needs of your end users. Gain actionable insights that transcend industries, empowering leaders to shift from traditional approache...

Join us for a captivating conversation with Zahra Karsan, a trailblazing health and wellness visionary and certified mindset coach. Zahra’s journey—from the high-stress world of management consulting to becoming a leader in holistic wellness—offers powerful lessons for individuals and employers alike. Uncover the ancient secrets that inspire modern wellness solutions, including the transformative...

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 beyo...

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 hi...

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 e...

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 situati...

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 politi...

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 t...

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...

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 a...

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 TED...

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...

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 incre...

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...

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...

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 insigh...

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 matter...

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...

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 Con...

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 j...

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...

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...

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...

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 – s...