23 episodes

Sharing stories about life, relationships, associations, business, the funny...and of course money!

That's My Financial Guy Podcast The Haney Company

    • Investing
    • 5.0, 5 Ratings

Sharing stories about life, relationships, associations, business, the funny...and of course money!

    One of the great secrets of building wealth

    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.

    • 44 min
    Do you know what your greatest asset is? And how you protect it?

    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!

    • 59 min
    Digital leadership and the greatest gift you can give someone

    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!

    • 47 min
    Building a business that wins in all seasons

    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!

    • 1 hr 5 min
    Investing: where do I start?

    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.

    • 58 min
    Education, technology, and the amazing world of e-learning

    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!

    • 42 min

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