The Haney Company Financial Guy Podcast The Haney Company

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

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

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

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

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

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