The Haney Company Financial Guy Podcast

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, bu...

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. Lis...

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 int...

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 disc...

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...

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? 

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 ou...

The pandemic shined a spotlight on a myriad of issues relating to affinity and member benefit programs, the most significant of which is, “what you are offering to your members MUST be unique.” The concept of exclusivity is of paramount importance for associations to see maximum value for program offerings as the digital economy continues to disrupt and shape the way members pursue benefits and of...

You work SO hard to save for our golden years so why experience a sub-optimal retirement by trying to tackle it all yourself?! In my conversation with Retirement Industry Icon, Tom Hegna, we explore the critical elements behind a happy and fruitful retirement. As Tom says, "Don't worry, Retire Happy!" Listen so you can know how!

If you can’t find what you want, create it! How one entrepreneur’s simple desire, “I want to be able to see people that look like me” turned into building a printed queer magazine from scratch in a time when media was moving digital. Enjoy this incredible conversation with Ebone Bell, Founder of TAGG, an innovative, magazine, website and podcast reaching thousands of LGBTQ people across the countr...

An incredible conversation with Sheryl Hickerson, CEO of Females & Finance, where we covered a lot of ground on how the financial industry can grow, better support women, and help move the needle in areas of diversity, inclusion, and creating an equitable environment for all Americans to thrive. Females & Finance is a membership organization dedicated to fostering recruitment, training, advancemen...

Investing in Real Estate can be tricky. What many people don't know is that there are many ways you may be able to add real estate to your portfolio without having to buy a property or two (or ten). In my conversation with alternative investment specialist, Gaston Escudero, we discuss this and a little known secret known as a DST. A DST may have 200 million worth of institutional real estate prope...

As you think, so are you. Enjoy this incredible interview with Dr. Renee Exelbert, author of Chemo Muscles, on the power of your thoughts – how your thoughts impact your health and literally every aspect of your life. She emphasizes the concept of bio-psycho-social, the integration of mental health, physical health, diet, and lifestyle. For example, 90% of pain has a psychological component. As bo...

Ever thought “I hope this is okay” when making a decision about your money? In this fascinating conversation with Kelsa Dickey, Founder of Fiscal Fitness we discuss how she has helped over 1,000 people see their money more clearly and stop winging it financially. You might not think that personal health and money have a lot in common, but they may share more than you realize. For example, “there’s...

Technology, education, and financial wellness are just some of the key elements to a successful Retirement Plan. My discussion with David Frost, Retirement Specialist with OneAmerica and a NAPA 2014 TOP retirement wholesaler awardee, focuses on Non-profit 403b Retirement plans and covers a lot of ground to arm listeners on how to pursue a better Retirement Plan experience. Just two Irish fellows t...

Hard to believe this podcast got launched 1-year ago.  25 fun-filled episodes later I have a lot to celebrate with a very special guest INTERVIEWER. Fun announcements, a few secrets to tell and much more - hope you enjoy the show!

Many of us likely have great retirement dreams, ones that may involved golfing, beaches, travelling or all of the above. However, we rarely plan for what can happen if either our body or our mind take a turn for the worse. It’s not something anyone wants to think about. I enjoyed a powerful discussion with Long Term Care expert, Michael Smith as we examined why it’s important to prepare for this b...

What if how we have been saving for retirement isn’t the best way? What would change if we realized we might all be in the lowest tax bracket for the rest of our lives? Would you rather have a bigger pile of money in retirement or a bigger paycheck? Thomas Love, Founder of the Breakaway League shares on “the power of the most flexible financial product ever invented by man.” We have a great conver...

Nothing is more valuable than our human capacity: our ability to enjoy a job, earn a living, build wealth & make an impact on society. When you really think about it, our health IS our most valuable asset!  The income we produce makes our world go round, but what happens if that income goes away? In this fascinating conversation with Disability Specialist Matthew Grace, we walk through what it loo...

What if we listened first and sold second? What if we realized that in life, things happen for us, not to us? Leadership in this digital era is all about empathy. We cannot underestimate the value of listening and understanding our audience. In a fascinating conversation with Author, Speaker and digital maven, Erik Qualman, we cover the intersection of brand, relationships, service, storytelling,...

It is said that a business goes through a lifecycle from start up all the way to exit. But what does it take to navigate each part of that lifecycle fruitfully to maximize profitability and growth that leads to a successful exit? How do you take a company forward in challenging times? What’s the right legal framework for business success? Fantastic conversation with business law expert, Dean Nordl...

When it comes to investing & saving money for yourself, there are often more questions than answers. Investing can be intimidating, as can working with a financial professional. In this episode with Casey Craig, Investment specialist, we cover a lot of ground to help you know where to start, identify some common missteps one can take, and help you feel more confident moving forward.

What if you could deliver learning & meaningful education to people you'd never thought possible? In this episode I have the privilege of interviewing my high school friend, Nick Martin, social entrepreneur and founder of TechChange one of the largest providers of online education for the nonprofit and social sectors. Nick and I share a passion for reaching historically underserved people groups....

When it comes to saving for retirement, much of our focus is on growing that pot of money to be as big as it can be. However when we get ready to retire, things change and we have to turn that money into a paycheck! I discussed this with Kristin Shea, Retirement Strategy specialist supporting advisors around the country. If you've ever wanted to know how you can go about creating retirement income...

Women control 51% of the wealth of America, yet sadly the financial industry has lagged behind our culture in it's approach to connecting with women. You'll love this conversation with Barbara Provost, founder of Purse Strings where we address this issue head on. How can we equip an industry to better serve and empower women, and also help women bridge the financial literacy gap...you'll have to l...