The Haney Company Financial Guy Podcast

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 ...

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...

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/r...

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...

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 solu...

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 di...

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 fant...

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 ep...

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 focus...

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 i...

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 ...

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...

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 heal...

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! #financialempo...

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,...

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 ...

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 ...

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 ...