The Haney Company Financial Guy Podcast
The Haney Company
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Sharing stories about life, relationships, associations, business, the funny...and of course money!
Available episodes
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Jan 10, 2023
Don’t just do tax prep… do tax planning!
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
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Oct 6, 2022
Are you giving your money a purpose?
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
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Jul 7, 2022
Dealing with the four-letter word DEBT
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
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May 18, 2022
Values investing
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
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Apr 12, 2022
Everything you need to know about car buying!
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
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Mar 21, 2022
The Intersection of Health & Wealth
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
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Feb 8, 2022
Developing Financially Responsible Teenagers
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
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Oct 12, 2021
Trust, intentionality, and the threshold of promise
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
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Sep 21, 2021
Running to the crisis - the power of the human story
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
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Aug 10, 2021
Wills, trusts, and Estates...Oh My!
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.
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Jul 27, 2021
Association PR tips and tricks
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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Jun 21, 2021
How money can make marriages better instead of worse!
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!
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Apr 19, 2021
Is my stuff exclusive enough?
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!!
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Mar 31, 2021
Don't DIY Your Retirement!
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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Mar 1, 2021
An LGBT Entrepreneur's journey of activism and allies
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!
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Feb 12, 2021
Elevating an industry to support females in finance!
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!
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Sep 1, 2020
Real Estate opportunities you probably didn't know about
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!
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Aug 14, 2020
Mind over money...and everything else
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!
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Jul 27, 2020
How's your financial fitness?
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!
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Jul 3, 2020
Financial wellness while navigating the 403b landscape
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?!
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Jun 21, 2020
That's My Financial Guy 1-year anniversary celebration episode
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!
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Jun 1, 2020
Live long and prosper, but have a plan
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!
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May 18, 2020
One of the great secrets of building wealth
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.
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May 4, 2020
Do you know what your greatest asset is? And how you protect it?
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!
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Apr 20, 2020
Digital leadership and the greatest gift you can give someone
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!
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Apr 6, 2020
Building a business that wins in all seasons
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!
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Mar 16, 2020
Investing: where do I start?
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.
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Mar 2, 2020
Education, technology, and the amazing world of e-learning
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!
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Feb 14, 2020
I want to retire, but how do I pay myself?
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!
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Feb 3, 2020
The wonderful world of women and money
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!
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Jan 24, 2020
Making the financial industry great again!
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.
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Jan 10, 2020
If the loan fits, wear it!
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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Nov 18, 2019
How much do they want it?
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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Nov 4, 2019
Finding your dream team!
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!
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Oct 14, 2019
The Art of the Turnaround
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.
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Sep 30, 2019
Millionairess Mamma and money mindset
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.
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Sep 1, 2019
Taking care of business....your business
So much to do, so little time... this episode discusses how we help remove the financial headaches that can come from running a small business! We also share how we help families thrive too!
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Aug 19, 2019
Handling HigherED without paying till you're dead!
For the first time in our history we have a generation in the workforce that trying to save for their kid's college while also paying off their own student debt. Tough nut to crack, but my conversation with the College Funding Coach himself, Brock Jolly should help!
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Aug 8, 2019
How a foundation shapes the future of industry
Foresight works, incredible research, all to help us peer into the future. Fascinating conversation with Garet Turner, the head of the ASAE Foundation that is doing some incredible research to advance the cause of all associations and the industries they represent. Not one to miss!
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Aug 2, 2019
Financial Vision Casting - if you've never done it you should!
What story do your financials tell? Whether you're a small business or a non-profit, we discuss how can you go beyond simple accounting & bookkeeping to actually leverage the value of the your financials to catapult you forward? Incredible conversation with Manny Cosme President of CFO Services - not one to miss!
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Jul 22, 2019
The Magic of Association Storytelling
Everyone likes a good story. ASAE YP superstar Alexis Redmond and I discuss how now more than ever Associations have the ability to shape the landscape of our society through powerful storytelling!
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Jul 15, 2019
More Knowledge Bombs YP Style
MUST LISTEN TO episode covering significant topics such as Diversity, Collaboration, Synergy, and much more! Two ASAE YP superstars Emilie Mendia and Nate Wambold share some incredible insights on the state of Associations and how the next generation can lead the way!
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Jul 8, 2019
Knowledge Bombs with Lowell ApleBOMB
Fantastic conversation with ASAE Superstar, Lowell Aplebaum as we tackle significant issues facing the Association landscape and have some fun too
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Jun 24, 2019
All things Associations
You might be wondering what the heck we do? In this episode I'll have fun discussing that, specifically focusing on how we work with Associations.
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Jun 3, 2019
What's my why
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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