Wills, Trusts, And Estates...Oh My! The Haney Company Financial Guy podcast

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

約 19 日前56:16

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

約 1 年前44:28

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!…

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The Politics of Money 49:49

約 1 年前49:49

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

約 1 年前41:51

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

約 1 年前40:19

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

約 1 年前1:01:00

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

約 1 年前46:37

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

約 1 年前55:36

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

約 1 年前52:59

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

約 2 年前1:04:22

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

約 2 年前34:32

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…

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Retirement Maximization and Executive Compensation Wizardry! 39:44

約 2 年前39:44

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

約 2 年前54:55

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…

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Tax secrets of the 1% 1:27:50

約 2 年前1:27:50

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…

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Filing your taxes versus planning them! 56:23

約 2 年前56:23

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…

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Wills, trusts, and Estates...Oh My!