The Haney Company Financial Guy Podcast
Sharing stories about life, liberty, the funny, and of course money!
Sharing stories about life, liberty, the funny, and of course money!
Episodes

Jan 10, 2023
Don’t just do tax prep… do tax planning!
Jan 10, 2023
Jan 10, 2023
41 min
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

Oct 6, 2022
Are you giving your money a purpose?
Oct 6, 2022
Oct 6, 2022
39 min
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

Jul 7, 2022
Dealing with the four-letter word DEBT
Jul 7, 2022
Jul 7, 2022
46 min
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

May 18, 2022
Values investing
May 18, 2022
May 18, 2022
48 min
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

Apr 12, 2022
Everything you need to know about car buying!
Apr 12, 2022
Apr 12, 2022
46 min
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

Mar 21, 2022
The Intersection of Health & Wealth
Mar 21, 2022
Mar 21, 2022
55 min
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

Feb 8, 2022
Developing Financially Responsible Teenagers
Feb 8, 2022
Feb 8, 2022
47 min
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

Oct 12, 2021
Oct 12, 2021
58 min
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

Sep 21, 2021
Sep 21, 2021
53 min
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

Aug 10, 2021
Wills, trusts, and Estates...Oh My!
Aug 10, 2021
Aug 10, 2021
51 min
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.








