The Haney Company Financial Guy Podcast

Putting the relationships back into Public Relations - Enjoy this fantastic conversation with two PR experts, Peter & Scott from Turn Two Communications. Stories are what tend to have maximum impact, so how can Associations develop an audience-focused strategy to deliver exceptional PR that adds true value and really resonates? 

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 know our spouse better and as a way to bond and build a stronger relationship? You’re not going to want to miss this conversation!

The pandemic shined a spotlight on a myriad of issues relating to affinity and member benefit programs, the most significant of which is, “what you are offering to your members MUST be unique.” The concept of exclusivity is of paramount importance for associations to see maximum value for program offerings as the digital economy continues to disrupt and shape the way members pursue benefits and offerings that may no longer flow through a membership channel. Great listen!!

You work SO hard to save for our golden years so why experience a sub-optimal retirement by trying to tackle it all yourself?! In my conversation with Retirement Industry Icon, Tom Hegna, we explore the critical elements behind a happy and fruitful retirement. As Tom says, "Don't worry, Retire Happy!" Listen so you can know how!

If you can’t find what you want, create it! How one entrepreneur’s simple desire, “I want to be able to see people that look like me” turned into building a printed queer magazine from scratch in a time when media was moving digital. Enjoy this incredible conversation with Ebone Bell, Founder of TAGG, an innovative, magazine, website and podcast reaching thousands of LGBTQ people across the country. It’s a story of entrepreneurialism, activism, and helping people find ways to support the LGBTQ community. You’re not going to want to miss this!

An incredible conversation with Sheryl Hickerson, CEO of Females & Finance, where we covered a lot of ground on how the financial industry can grow, better support women, and help move the needle in areas of diversity, inclusion, and creating an equitable environment for all Americans to thrive. Females & Finance is a membership organization dedicated to fostering recruitment, training, advancement and retention of women in financial services. Lot's to enjoy!

Investing in Real Estate can be tricky. What many people don't know is that there are many ways you may be able to add real estate to your portfolio without having to buy a property or two (or ten). In my conversation with alternative investment specialist, Gaston Escudero, we discuss this and a little known secret known as a DST. A DST may have 200 million worth of institutional real estate property and can be a resource to multiple investors that can get access to this pool of real estate. It's also a vehicle that supports a 1031 exchange. If that's you and you're looking to avoid taxes, invest in Real Estate and do it in a passive way, and haven't heard about this, then you need to listen!

As you think, so are you. Enjoy this incredible interview with Dr. Renee Exelbert, author of Chemo Muscles, on the power of your thoughts – how your thoughts impact your health and literally every aspect of your life. She emphasizes the concept of bio-psycho-social, the integration of mental health, physical health, diet, and lifestyle. For example, 90% of pain has a psychological component. As both a cancer survivor, a licensed psychologist and certified elite personal trainer, Dr. Exelbert is the Founding Director of The Metamorphosis Center for Psychological and Physical Change, where she integrates psychotherapy and exercise, with a focus on the mind/body connection. Incredible discussion you cannot miss!

Ever thought “I hope this is okay” when making a decision about your money? In this fascinating conversation with Kelsa Dickey, Founder of Fiscal Fitness we discuss how she has helped over 1,000 people see their money more clearly and stop winging it financially. You might not think that personal health and money have a lot in common, but they may share more than you realize. For example, “there’s no such thing as crash dieting” when it comes to physical fitness, nor should there be when it comes to money either!  Want to hear more about what being financially fit looks like, then give this a listen!

Technology, education, and financial wellness are just some of the key elements to a successful Retirement Plan. My discussion with David Frost, Retirement Specialist with OneAmerica and a NAPA 2014 TOP retirement wholesaler awardee, focuses on Non-profit 403b Retirement plans and covers a lot of ground to arm listeners on how to pursue a better Retirement Plan experience. Just two Irish fellows talking retirement plans…what could go wrong?!