Sharing stories about life, liberty, the funny, and of course money!
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Navigating Leadership with Cameron Herold: Vision, Culture, and Impact
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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…
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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…
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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 …
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Delivering on the Promise of Employee Benefits!
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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 c…
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The Power & Responsibility of Foresight!
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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…
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Radical Generosity & Charitable Giving!
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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…
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AI, Privacy, and Critical Digital Leadership
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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 M…
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Maybe DEIA is about future-proofing your organization!
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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 MEN…
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A wild discussion on Leadership
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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 achie…
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It’s all about that brand, about that brand!
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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…
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Retirement Maximization and Executive Compensation Wizardry!
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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 thi…
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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 b…
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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…
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Filing your taxes versus planning them!
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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…
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Don’t just do tax prep… do tax planning!
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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 o…
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Are you giving your money a purpose?
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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 …
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Dealing with the four-letter word DEBT
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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-olo…
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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…
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Everything you need to know about car buying!
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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…
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The Intersection of Health & Wealth
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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 …
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Developing Financially Responsible Teenagers
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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 resp…
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Trust, intentionality, and the threshold of promise
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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 associa…
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Running to the crisis - the power of the human story
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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 na…
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Wills, trusts, and Estates...Oh My!
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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’r…
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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?…
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How money can make marriages better instead of worse!
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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,…
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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 disrup…
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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!…
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An LGBT Entrepreneur's journey of activism and allies
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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 re…
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Elevating an industry to support females in finance!
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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 dedica…
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Real Estate opportunities you probably didn't know about
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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 20…
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Mind over money...and everything else
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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…
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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 …
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Financial wellness while navigating the 403b landscape
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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 Re…
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That's My Financial Guy 1-year anniversary celebration episode
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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!Oleh The Haney Company
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Live long and prosper, but have a plan
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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…
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One of the great secrets of building wealth
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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 pro…
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Do you know what your greatest asset is? And how you protect it?
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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 Spec…
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Digital leadership and the greatest gift you can give someone
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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 intersectio…
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Building a business that wins in all seasons
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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…
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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 …
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Education, technology, and the amazing world of e-learning
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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…
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I want to retire, but how do I pay myself?
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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 kn…
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The wonderful world of women and money
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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 br…
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Making the financial industry great again!
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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 lo…
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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!…
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Want to grow your association? Want to get more members to join? Want to standout as an organization? Then the critical question you must answer is "how can I get people to WANT to join?" Excellent conversation with expert speaker & consultant Hilary Fordwich. She lays out some excellent tips on how to gain and retain members and clients!…
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Want to know how to attract top talent? Ever found it hard to retain good people? Have you ever had an executive leave your organization unexpectedly? You do not want to miss this expert conversation with Jim Zaniello the talent wizard!Oleh The Haney Company
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Powerful insights on what it takes to transform an organization. Enjoy this fantastic conversation with Turnaround expert Jeff Morgan, CEO of the Club Manager's Association of America.Oleh The Haney Company
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Millionairess Mamma and money mindset
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Great wisdom from the Millionairess Mamma herself, Valencia Morton, on how to kill your debt and give life to your wealth by adopting the right money mindset.Oleh The Haney Company
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