That's My Financial Guy Podcast

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That's My Financial Guy Podcast

What can scale do for you?!

Does that vision of greatness seem just out of reach? Ever wonder what might be holding you back?...

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Delivering on the Promise of Employee Benefits!

What you do for your employees says everything about you. And yet, it’s not just in offering “a...

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The Power & Responsibility of Foresight!

The future doesn’t negotiate, the future doesn’t cooperate. It will be what it will be, so how...

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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...

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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...

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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...

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A wild discussion on Leadership

Work hard, love others, press repeat! A mantra I think most of us can get behind. My guest James...

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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...

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Retirement Maximization and Executive Compensation Wizardry!

Most organizations want to offer a great retirement plan that helps their employees save for...

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Winning The Talent War!

The war for talent is fierce and it can be tough to stand out as an employer. Most organizations...

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Tax secrets of the 1%

How can you significantly reduce your tax liability when you make more than $500,000 a year? What...

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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...

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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...

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Are you giving your money a purpose?

In this episode, I enjoy a wonderful conversation with Dr. Constance Craig-Mason, CEO of...

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Dealing with the four-letter word DEBT

What comes to mind when you hear the word DEBT? You’re probably cringing a little bit because,...

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Values investing

Have you ever asked yourself, “Am I funding what I’m fighting?” May seem like an odd question to...

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Everything you need to know about car buying!

If there’s one significant financial experience most of us have several times in our lives, it’s...

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The Intersection of Health & Wealth

The pandemic certainly thrust Health to the forefront of our lives, reminding us to put more of a...

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Developing Financially Responsible Teenagers

Teenagers and money often don’t mix…but maybe they can! In my interview with the “Artisan of...

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Trust, intentionality, and the threshold of promise

Outstanding interview with my Washington Business Journal 40 UNDER 40 classmate, Irving...

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