If the loan fits, wear it!

The Haney Company Financial Guy Podcast

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The Agile Brand with Greg Kihlström®

1
#644: AI-augmented human recommendations for retail customers with Noah Zamansky, Stitch Fix 27:12

1 day önce27:12

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27:12

We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

5 yıl önce 42:30

MP3•Bölüm sayfası

Buying a home is a great adventure....if you know what you're doing! I talk with mortgage and Real Estate expert Chris Boston about the best way to go about selecting the right loan for you, while highlighting several pitfalls to avoid. For anyone that's ever owned or considered Real Estate, this episode is a must listen!

60 bölüm

#Trading #Non-Profit #Entrepreneur #Business #Haney Company

The Haney Company Financial Guy Podcast

If the loan fits, wear it!

The Haney Company Financial Guy Podcast

published 5 yıl önce

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MP3•Bölüm sayfası

60 bölüm

#Trading #Non-Profit #Entrepreneur #Business #Haney Company

Tüm bölümler

The Haney Company Financial Guy Podcast

1
Financial Intimiacy - Turning Money from a Barrier to a Bridge 56:16

15 gün önce56:16

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.…

The Haney Company Financial Guy Podcast

1
Navigating Leadership with Cameron Herold: Vision, Culture, and Impact 44:28

22 weeks önce44:28

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!…

The Haney Company Financial Guy Podcast

1
The Politics of Money 49:49

32 weeks önce49:49

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…

The Haney Company Financial Guy Podcast

1
What can scale do for you?! 41:51

48 weeks önce41:51

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…

The Haney Company Financial Guy Podcast

1
Delivering on the Promise of Employee Benefits! 40:19

52 weeks önce40:19

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…

The Haney Company Financial Guy Podcast

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

1 year önce1:01:00

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…

The Haney Company Financial Guy Podcast

1
Radical Generosity & Charitable Giving! 46:37

1 year önce46:37

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…

The Haney Company Financial Guy Podcast

1
AI, Privacy, and Critical Digital Leadership 55:36

1 year önce55:36

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…

The Haney Company Financial Guy Podcast

1
Maybe DEIA is about future-proofing your organization! 52:59

1 year önce52:59

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…

The Haney Company Financial Guy Podcast

1
A wild discussion on Leadership 1:04:22

2 years önce1:04:22

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…

The Haney Company Financial Guy Podcast

1
It’s all about that brand, about that brand! 34:32

2 years önce34:32

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…

The Haney Company Financial Guy Podcast

1
Retirement Maximization and Executive Compensation Wizardry! 39:44

2 years önce39:44

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…

The Haney Company Financial Guy Podcast

1
Winning The Talent War! 54:55

2 years önce54:55

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

1
Tax secrets of the 1% 1:27:50

2 years önce1:27:50

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

1
Filing your taxes versus planning them! 56:23

2 years önce56:23

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

1
Don’t just do tax prep… do tax planning! 41:35

2 years önce41:35

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

1
Are you giving your money a purpose? 39:39

2 years önce39:39

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

1
Dealing with the four-letter word DEBT 46:44

3 years önce46:44

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

1
Values investing 48:07

3 years önce48:07

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

1
Everything you need to know about car buying! 46:39

3 years önce46:39

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

1
The Intersection of Health & Wealth 55:51

3 years önce55:51

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

1
Developing Financially Responsible Teenagers 47:40

3 years önce47:40

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

1
Trust, intentionality, and the threshold of promise 58:06

3 years önce58:06

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

1
Running to the crisis - the power of the human story 53:25

3 years önce53:25

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

1
Wills, trusts, and Estates...Oh My! 51:33

4 years önce51:33

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

1
Association PR tips and tricks 48:04

4 years önce48:04

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

1
How money can make marriages better instead of worse! 49:23

4 years önce49:23

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

1
Is my stuff exclusive enough? 53:02

4 years önce53:02

53:02

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 offerings that may no longer flow through a membership channel. Great listen!!…

The Haney Company Financial Guy Podcast

1
Don't DIY Your Retirement! 36:44

4 years önce36:44

36:44

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!…

The Haney Company Financial Guy Podcast

1
An LGBT Entrepreneur's journey of activism and allies 56:10

4 years önce56:10

56:10

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 country. It’s a story of entrepreneurialism, activism, and helping people find ways to support the LGBTQ community. You’re not going to want to miss this!…

The Haney Company Financial Guy Podcast

1
Elevating an industry to support females in finance! 55:15

4 years önce55:15

55:15

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, advancement and retention of women in financial services. Lot's to enjoy!…

The Haney Company Financial Guy Podcast

1
Real Estate opportunities you probably didn't know about 34:41

4 years önce34:41

34:41

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 property and can be a resource to multiple investors that can get access to this pool of real estate. It's also a vehicle that supports a 1031 exchange. If that's you and you're looking to avoid taxes, invest in Real Estate and do it in a passive way, and haven't heard about this, then you need to listen!…

The Haney Company Financial Guy Podcast

1
Mind over money...and everything else 55:23

5 years önce55:23

55:23

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 both a cancer survivor, a licensed psychologist and certified elite personal trainer, Dr. Exelbert is the Founding Director of The Metamorphosis Center for Psychological and Physical Change, where she integrates psychotherapy and exercise, with a focus on the mind/body connection. Incredible discussion you cannot miss!…

The Haney Company Financial Guy Podcast

1
How's your financial fitness? 47:29

5 years önce47:29

47:29

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 no such thing as crash dieting” when it comes to physical fitness, nor should there be when it comes to money either! Want to hear more about what being financially fit looks like, then give this a listen!…

The Haney Company Financial Guy Podcast

1
Financial wellness while navigating the 403b landscape 48:09

5 years önce48:09

48:09

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 talking retirement plans…what could go wrong?!…

The Haney Company Financial Guy Podcast

1
That's My Financial Guy 1-year anniversary celebration episode 37:02

5 years önce37:02

37:02

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!

The Haney Company Financial Guy Podcast

1
Live long and prosper, but have a plan 56:55

5 years önce56:55

56:55

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 both personally and financially and what options are available. When you’re older and need help, what’s the plan? Listen this to find out!…

The Haney Company Financial Guy Podcast

1
One of the great secrets of building wealth 44:09

5 years önce44:09

44:09

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 conversation that challenges the conventional retirement wisdom and points you in a potentially different direction.…

The Haney Company Financial Guy Podcast

1
Do you know what your greatest asset is? And how you protect it? 59:16

5 years önce59:16

59:16

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 looks like to protect ourselves from that risk & why doing so IS so vitally important. Doesn't matter how old you are or what you do, if something happens to prevent you from working, even for a brief period of time, the financial consequences can be significant. Important conversation that I know you'll get something out of!…

The Haney Company Financial Guy Podcast

1
Digital leadership and the greatest gift you can give someone 47:13

5 years önce47:13

47:13

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, and e-learning. Word of mouth is now world of mouth, so how can leaders and organizations embrace the digital landscape to connect more meaningfully with their audience and tell their story in new and exciting ways? You need to hear this!…

The Haney Company Financial Guy Podcast

1
Building a business that wins in all seasons 1:05:16

5 years önce1:05:16

1:05:16

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 Nordlinger where we discuss “taking care of business… legally speaking.” NOT to be missed!…

The Haney Company Financial Guy Podcast

1
Investing: where do I start? 58:28

5 years önce58:28

58:28

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.…

The Haney Company Financial Guy Podcast

1
Education, technology, and the amazing world of e-learning 42:33

5 years önce42:33

42:33

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. His company builds beautiful online courses for individuals and institutions who want to make a positive difference in the world. You don't want to miss this!…

The Haney Company Financial Guy Podcast

1
I want to retire, but how do I pay myself? 1:08:49

5 years önce1:08:49

1:08:49

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 and what your options are, then this episode is for you!…

The Haney Company Financial Guy Podcast

1
The wonderful world of women and money 32:16

5 years önce32:16

32:16

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 listen to find out!…

The Haney Company Financial Guy Podcast

1
Making the financial industry great again! 51:45

5 years önce51:45

51:45

Why NAIFA? Better question is why not NAIFA! If you've never heard of NAIFA, the National Association of Insurance and Financial Advisors, the industry's oldest and largest Association...then you need to catch this interview with Brian Steiner, NAIFA growth wizard. I am a true believer in practicing the Power of A (Power of Association) and as a long-time NAIFA member & industry advocate, our conversation covers a lot of ground about how this Association is leading its members and the industry into the future to ensure Main Street USA has access to the best and brightest the financial industry has to offer.…

The Haney Company Financial Guy Podcast

6 years önce10:53

10:53

It's good to know what we do, but a better questions is always why do we do it? To begin this series I'm going to share about my passion for my profession and my passion for life. Enjoy!

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