The Haney Company Financial Guy Podcast

Radical Generosity & Charitable Giving!

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, the CEO of Charitable Impact, is a two-time TEDx speaker, a Business in Vancouver Forty Under 40 winner whose life mission is facilitating benevolence. He and I enjoyed a fantastic conversation navigating how to help as many people as possible give generously, and rediscover how good it feels to give—and how powerful giving can be—when you do it in an even more intentional and personally meaningful way. See something in the world that needs to change? You can absolutely DO something about it!  Enjoy this episode and let’s all strive to be the change we want to see in the world! #charitablegiving #stewardship #leadershipmatters #bethechange

AI, Privacy, and Critical Digital Leadership

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 Meta (the artist formerly known as Facebook!). From her incredible career journey to the fascinating stuff she handles each day, Erin walks through the critical things all leaders should know about AI, Privacy, and Digital Leadership. Enjoy this MUST LISTEN TO episode to find out how to keep your organization steadily pointed in the right direction to traverse our digital future!  #womenintechnology #digitalleadership #understandingai #leadershipmatters

Maybe DEIA is about future-proofing your organization!

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 the front lines of diversity, equity, inclusion, access and belonging. As organizations and leaders face headwinds and backlash, how can we press forward in a positive manner, build off our past successes, and pivot in the face of pushback?  Maybe it’s not about certain words, but about doing life better? Enjoy this episode to find out how to persevere because this journey is too important!  #perseverance #powerofassociation #diversityequityinclusion #leadershipmatters

A wild discussion on Leadership

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 him, and hopefully teaches all of us, some valuable lessons. Enjoy this episode to find out how to turn disadvantages into advantages, and failures into success!  #perseverance #storytelling #leadershipmatters

It’s all about that brand, about that brand!

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/refine a brand for yourself.  Whether you’re a for profit trying to find clients, or an association trying to attract new members, your brand should amplify your story and draw the people to you. Enjoy this episode to find out how to stand out from the crowd for all the right reasons!  #branding #storytelling #leadershipmatters

Retirement Maximization and Executive Compensation Wizardry!

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 to optimize retirement, set aside more money than you already do, which vehicles might make sense, and what to watch out for.  Retire happy my friends!
#executivecompensation #retirementplans #financialpodcast #employeebenefits

Winning The Talent War!

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 solutions that deliver exceptional experiences for the candidate? What are good employers doing that stand out in the area of benefits? Want to attract and retain amazing employees? Then develop an amazing organizational ethos and become known for how you value your people. #financialwellness #hr #financialpodcast #employeebenefits

Tax secrets of the 1%

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

Filing your taxes versus planning them!

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

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