Best Keystone Financial Group Podcasts (2025)

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Episode 10: Taxes Just Became Permanent?? 22:58

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8h ago22:58

22:58

They said the 2025 tax brackets were made permanent — but we’ve all seen this movie before. In this episode, Brian, Ryan, and Ed dig deep into The One Big Beautiful Bill and reveal why “permanent” tax cuts might be the most temporary promise in Washington. The conversation breaks down how the Tax Cuts and Jobs Act reshaped the system, why the brack…

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Episode 9: Did The One Big Beautiful Bill ACTUALLY make Overtime, Tips, and Social Security TAX FREE? 14:45

26d ago14:45

14:45

In this episode of The Financial Huddle, Ryan, Ed, and Brian break down one of the most talked-about new pieces of legislation - The One Big Beautiful Bill. There's been a lot of noise about "tax-free" Social Security, overtime, and tips, but what's actually true? The team cuts through the misinformation and explains exactly: - What the new deducti…

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Episode 8: Government Shutdowns: What does that REALLY mean for YOU and ME? 13:18

1M ago13:18

13:18

The U.S. government has shut down—again. Headlines are screaming panic, markets are twitching, and the noise is deafening. In this episode, we cut straight through the hype and break down what actually matters for your money, your investments, and your long-term plan. Most investors make the same costly mistakes during events like this—panic sellin…

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Episode 7: Avoiding Rookie Financial Mistakes: Budgeting, Saving Early, and Managing Debt 28:35

2M ago28:35

28:35

In this episode of The Financial Huddle, Brian, Ed, and Ryan take a deep dive into the financial habits that can make or break your future. The conversation starts lighthearted with stories about kids heading off to college and parents still stepping in to guide their finances, but quickly shifts into the core theme: common financial fumbles and ho…

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Episode 6: Running on Empty? How to Avoid Outliving Your Money in Retirement 22:15

2M ago22:15

22:15

This week on The Financial Huddle, we kick things off with football season energy, family updates, and even some half-marathon training mishaps—but the conversation quickly pivots to one of the biggest concerns we hear from clients: Will I run out of money in retirement? It’s not just a casual worry. Studies show that the fear of outliving savings …

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Episode 5: Pickleball, Fiduciary Duty, & Why Trust Matters in Finance 19:48

3M ago19:48

19:48

Welcome back to The Financial Huddle! In this episode, Ryan, Ed, and Brian kick things off with the rise of pickleball, from neighborhood courts to Bainbridge Island’s Hall of Fame. But beyond the sport, pickleball serves as the perfect analogy for today’s topic: fiduciary duty. We break down: What it really means to be a fiduciary and why it matte…

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Episode 4: Can I Retire? Breaking Down the #1 Financial Question 24:19

3M ago24:19

24:19

When clients sit down with us, one question comes up more than any other: “When can I retire?” In this episode of The Financial Huddle, we dive deep into the realities behind that question—why so many Americans don’t know their retirement number, why living longer makes planning more complex, and why early retirement often isn’t a choice. Ryan also…

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Episode 3: Planning Through Every Phase of Life 39:03

4M ago39:03

39:03

In this episode of The Financial Huddle, Brian, Ed, and Ryan dive into the power of focus - in family, finances, and your future. From navigating wedding season and NFL internships to strategic college funding and business-owner tax planning, the team highlights how intentional financial strategies can create confidence and certainty at every life …

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Episode 2: Trust the Process 24:24

4M ago24:24

24:24

In Episode 2 of The Financial Huddle, the team dives deep into the importance of process—on the field, in college athletics, and in financial planning. The conversation kicks off with a personal story about how new NCAA rules allowing direct pay to athletes are reshaping college sports, sparking thoughtful dialogue about the ripple effects on non-r…

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Episode 1: Welcome to The Financial Huddle – What is our Why? 15:22

5M ago15:22

15:22

Episode 1: Welcome to The Financial Huddle – What is our Why? In our very first episode, meet your hosts Ryan Fleming, Ed Beemiller, and Brian Minier as we launch The Financial Huddle! We’re diving into why we started this podcast, how we each found our way into financial planning, and why financial literacy matters now more than ever. From sports …

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Joel Malick - Financial Advisor, Co-Author of After Work. 46:52

2y ago46:52

46:52

Joel Malick is a financial advisor and co-author of the book Afterwork. In Joel's professional experience, he found many retirees were ill-prepared to experience a meaningful and satisfying retirement. In our interview, Joel breaks down what he calls the "retirement lie". From there, he addresses the paradigm shifts and disciplines involved in maki…

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Tim Niver - Restaurant Owner and Entrepreneur 49:57

2y ago49:57

49:57

Tim is the owner of Mucci's Italian and Saint Dinette restaurants, located in St. Paul, MN. In addition, started a frozen food business about five years ago. We talk about Tim's roots, growing up in Jamestown, NY. We learn about his amazing experiences around food while traveling Europe, and the process and passion it takes to run restaurants in a …

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Kristin Printon - Co-Founder & Vice President, Moxie Wealth Management 46:41

2y ago46:41

46:41

Kristin is an industry leader in financial services. In her relatively short 12 year career, she has won numerous awards and is regularly asked to give presentations to a national audience. She also happens to be Joe's business partner at Moxie Wealth Management. Kristin shares what it was like growing up with modest means. She also explains how sh…

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Jaime Taets - Chief Vision Officer and Founder of Keystone Group International 45:21

2+ y ago45:21

45:21

Jaime shares how her career path led her from a large fortune 500 company to shift mid-career to build her own firm, Keystone Group International, a business and leadership consulting company. In this episode, we discuss how leaders can help or hinder the growth of an organization. We also hear about her transformative perspective change as a resul…

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Courtney Godfrey - TV Reporter, Growing Through Tragedy 34:54

2+ y ago34:54

34:54

Courtney Godfrey is a TV reporter for Minneapolis Fox affiliate KMSP. In 2017, while water skiing with her family, she was involved in a tragic accident resulting in having to amputate part of her leg. We learn how she and her family mentally deal with the loss and how the accident has sparked a better version of herself. We also learn more about C…

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Christi Krautbauer - President, Marketing Essentials & Board Chair, Diaper Bank of MN 36:57

2+ y ago36:57

36:57

Join us for a chat with Christi Krautbauer, President of Marketing Essentials, a company that specializes in employee incentive and reward packages. Not only is Christi an expert in her field, but she also serves as chair of a nonprofit called Diaper Bank of Minnesota. She has also started personal coaching, team consulting, and speaking engagement…

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Andrea and Megan Wagner - Mother and Cancer Survivor, Founders of Reading4Research 50:18

2+ y ago50:18

50:18

In this episode, I interviewed two amazing and resilient people, Andrea Wagner and her daughter Megan. A little over four years ago, when she was eight years old, Megan was diagnosed with osteosarcoma, a form of bone cancer. Since then, she's had to become the ultimate fighter, going through two rounds of chemo, and as a result, a heart transplant.…

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Chris Kelly - Founder and President, AssetHR 28:35

2+ y ago28:35

28:35

Chris is the Founder and President of AssetHR, a human resource, payroll, and benefits company. He hails from New York City. His first professional career was managing fine dining restaurants in Manhattan. We learn how he found his way to Minnesota and started a business in an entirely different industry. Further, Chris tells us about his relations…

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Joe Roedler - Owner of Baby Grand 45:34

2+ y ago45:34

45:34

Joe explains the history behind Baby Grand, which started with his parents in 1985. Further, he discusses how he got involved with the business after college, the experience of developing his own store with his wife, and the serendipity involved in merging all their stores into a historic West Side location. Joe went on to discuss lessons learned a…

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Keith Miller - Co-Founder of Bubbly Paws Dog Wash and Grooming 50:16

3y ago50:16

50:16

Keith and his wife, Tricia, started Bubbly Paws in 2011. Since that time, they have experienced signicant growth and have begun franchising their business. In this episode, Keith talks about how they transitioned from their prior careers to becoming business owners. He shares how they position the Bubbly Paws service and experience to be different …

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Annamarie Saarinen - Co-Founder of The Newborn Foundation and Bloom Standard 57:01

3y ago57:01

57:01

Annamarie's daughter, Eve, was born with a critical congential heart defect (CCHD) that presented no symptoms. By chance, the doctor screened her while still in the hospital and it ended up saving her life. That experience inspired Annamarie to create the Newborn Foundation, which focused on making initial CCHD screening (pulse oximetry) a standard…

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Brian Oake - Twin Cities Radio Personality and Music Icon 52:04

3y ago52:04

52:04

For almost 30 years, Brian Oake has been a radio host. Based in Minneapolis, he has become known as a legendary curator for local and national music. His sweet, deep voice and musings about the evolution of sound and musicians who create them, has guided a generation of listeners. In this episode, Brian shares how radio and music found him, the ori…

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Howie Zales - Founder of HJZ Productions & Viridity Entertainment Services 33:12

3y ago33:12

33:12

Howie Zales is an Emmy Award-winning Camera Operator who turned his passion for broadcasting into several entrepreneurial endeavors. He is the founder of HJZ Productions, a multi-million dollar nationwide provider of top talent in the broadcasting field. In addition, during the pandemic, he pivoted and created a high-quality live-streaming service …

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Jake Blumberg -- Executive Director of GiveMN, A Life of Service 52:36

3y ago52:36

52:36

Jake talks about the origins of "Give to the Max Day" for GiveMN, how RaiseMN eventually developed to support smaller non-profits, and lastly, we learn how the Jewish concept of Tikun Olam shapes Jake's view of public service.By Joe Burgess

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Joe Cavanaugh - Founder and CEO of Youth Frontiers, Parent Academy - Part 1 32:27

3y ago32:27

32:27

On this episode, we welcome back Joe Cavanaugh to the podcast. For 35 years, Youth Frontiers has been teaching character to teenage kids. Over the last handful of years, their programs have expanded to different audiences. Most recently, they have developed a Parent Academy. The focus is to give parents the tools to add stability for their children…

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Leah McLean Revisited - KSTP News Anchor, Finding a New Path 33:42

3+ y ago33:42

33:42

This is one of our most downloaded episodes from a few years ago. Leah talks about her rapid rise to become a major market news anchor by the age of 27. As life evolved, she realized she needed to make some major changes, both personally and professionally. Leah talks about having the courage to change her life path and the freedom and confidence s…

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David Russick -- Founder of TUBS, Bagster Dumpster in a Bag, and Gopher Angels 29:05

3+ y ago29:05

29:05

David is a visionary and entrepreneurial executive leader who founded waste management companies TUBS and Bagster Dumpster in a Bag. In addition, with his wife Sara, founded an angel financing network called Gopher Angels. He shares the origins of his entrepreneurial spirit and how his companies developed and evolved. It hasn't all been success. Da…

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Corie Barry -- CEO of Best Buy, Revisited 44:47

3+ y ago44:47

44:47

This is a replay of one of our most popular episodes. At the time, Corie was CFO of Best Buy. She has now moved on to be the CEO. We learn about her upbringing, being a woman in the business world, and her authentic leadership style.By Joe Burgess

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Michael Mader – Co-Founder of Hippy Feet - Helping Homeless Youth 39:20

3+ y ago39:20

39:20

In October 2015, Michael suffered a traumatic brain injury falling off his long board. He learned how vulnerable he was during his recovery process and how much support he needed from others. It sparked an idea to help homeless youth who have no one to turn to in a time of need. Eventually, Michael and his business partner Sam Harper founded Hippy …

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Mark Stutrud - Founder of Summit Brewing - The Power of Relationships 42:27

3+ y ago42:27

42:27

Mark is a pioneer in Minnesota brewing. Summit Brewing began in 1986 out of St. Paul--well before microbreweries were able to sell their beer from a taproom. As of 2020, they are the 21st largest craft brewery in terms of sales volume in the United States. Mark talks about how he got started, some guerilla marketing he did early on, and the power o…

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Henry Lake: Talk Show Host at WCCO Radio, Being Authentic 28:31

3+ y ago28:31

28:31

Henry hosts an evening sports talk show, at WCCO radio in Minneapolis, called Lake Night. Henry shares how he got started in talk radio, the value of having a voice as an African American in a major market, and his focus on giving back to others.By Joe Burgess

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Mandi Simon - Founder of Simon Says Give, Giving Back to Her Community 28:51

4y ago28:51

28:51

Mandi founded her own non-profit, Simon Says Give, at the age of seven. She shares her inspiration, how it developed, and ulitmately how her organization broke a Guiness World Record.By Joe Burgess

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Steve Patterson - News Personality, Getting Comfortable with "No" 47:09

4y ago47:09

47:09

Steve is finishing up a seven year run hosting Twin Cities Live, a show focused on food, fashion and fun in the Minneapolis St. Paul area. Steve talks about his serendipitous path to success, including getting really comfortable with the word "no" and believing in what he calls "divine disappointment". In addition, we hear how his perseverance even…

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J. Allen -- Author of Bucket Heads & Founding Partner of Masters Alliance Consultancy LLC 34:57

4+ y ago34:57

34:57

J. explains how his time in the Navy influenced how he leads others. He also shares how he helps Fortune 500 companies with employee retention and engagement. And lastly, we learn the three guiding principles, that he refers to as "buckets", that he uses to help transform business.By Joe Burgess

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Rob Culligan -- VP for Institutional Advancement, St. John's University 37:38

4+ y ago37:38

37:38

Rob shares how he got started as a development officer, how his team created extra financial support for students during the pandemic, and the fulfillment he feels in helping young men realize their dreams.By Joe Burgess

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Karin Nelsen -- Executive VP & Chief Legal Officer, Minnesota Vikings, Following Your Passion and Being Open to Change 41:53

4+ y ago41:53

41:53

Karin tells us about her non-linear career path, important factors for choosing to work in Moscow early in her career, and the fruits of building real and genuine relationships.By Joe Burgess

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Jill Renslow -- Executive VP at Mall of America, Guiding the Mall Through the Pandemic 37:29

4+ y ago37:29

37:29

Jill talks about the rise in her career from intern to Executive VP, guiding the organization through a pandemic, and some of the initiatives Mall of America is working on with Twin Cities communities.By Joe Burgess

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Matt Shea – Estate Planning Attorney at Lathrop GPM, Making a Difference for Families and Communities 29:57

4+ y ago29:57

29:57

Matt shares his experiences in working with high net worth to ultra-high net worth families. He talks about not always having to be the smartest person in the room, and the importance of surrounding yourself with good people. Ultimately, he describes the character traits that he believes have led to his success.…

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Leah McLean, KSTP News Anchor, Finding a New Path 32:24

4+ y ago32:24

32:24

We hear about Leah's rapid rise to becoming a major market evening news anchor by the age of 27. However, as life evolved, she realized she needed to make some major changes--both personally and professionally. Leah talks about having the courage to change her life path and the freedom and confidence she has gained from her decisions.…

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A Tribute to Denny Burgess, Part 1 1:00:57

5y ago1:00:57

1:00:57

Joe's father, Denny Burgess, passed away suddenly in early 2020. This is part one of a two-part tribute celebrating his life. You'll hear accounts of Denny's childhood, his prowess as an athlete, his journey building a successful business, and other special stories from family, business associates, and friends. In this episode, Joe chat's with Denn…

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A Tribute to Denny Burgess, Part 2 55:14

5y ago55:14

55:14

Joe's father, Denny Burgess, passed away suddenly in early 2020. This is part two of a two-part tribute celebrating his life. You'll hear accounts of Denny's childhood, his prowess as an athlete, his journey building a successful business, and other special stories from family, business associates, and friends. In this episode, Joe chat's with Beli…

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Austin Hatch -- Two-Time Plane Crash Survivor, Former College Athlete, and Inspirational Speaker 36:04

5+ y ago36:04

36:04

Austin shares the harrowing details of not one, but two plane crashes that resulted in the loss of family members and life-changing physical injuries. We learn how he navigated those difficult times. In addition, he hear about his mindset toward tackling challenging situations in life.By Joe Burgess

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Kristine Keykal -- Co-Founder & CEO, AdvantageHealth Corporation 42:18

5+ y ago42:18

42:18

Kris shares the serendipitous start of her business almost 20 years ago. Starting as a company focused on fitness center design and management, we hear how they expanded their services by incorporating award-winning employee well-being programs. We learn where she went for guidance, what she did for education, and how she and her business partner f…

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Todd Hall -- Executive Vice President (Retired), Cargill Corporation 45:17

5+ y ago45:17

45:17

Todd describes the progression of his career at Cargill; which led up to his role as Executive Vice President and a member of the Corporate Leadership Team. We hear his views on creating culture at a large organization. In addition, learn his feelings about ego when it comes to leadership and team selection. Lastly, Todd shares one of his most effe…

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Karyn Schoenbart -- CEO of The NPD Group and Best Selling Author of Mom.B.A. 39:51

5+ y ago39:51

39:51

Karyn chronicles the evolution of her career, which culminated in her becoming the Chief Executive Officer for a global market research firm. In addition, she shares some essential business advice, based on the wisdom she has gathered over the years. She discusses topics such as overcoming the impostor syndrome, the importance of a sponsor, and wha…

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Season 3 Preview 8:28

5+ y ago8:28

8:28

Joe explains some personal stuff that has happened since the last season. In addition, he gives us a taste of few episodes he has coming up on this season--which is due out April 4th, 2020.By Joe Burgess

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Kelly Moller -- Member, Minnesota House of Representatives, Using Her Passion for Victim Rights Advocacy to Spark Successful Start in Politics 37:25

6y ago37:25

37:25

Kelly shares how her passion for victim rights advocacy evolved into a career as a prosecuting attorney and more recently caused her to get involved in politics. We hear about the campaign process for a first-time politician (including the experience of campaigning as a woman), what its like when you begin new role, and how she feels she can make h…

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Bill Laney -- Retired Orthopedic Surgeon and Road Biker Extraordinaire, Seeing America Slowly 49:38

6y ago49:38

49:38

Bill talks about developing a passion for road biking in his sixties and how that evolved into two cross country trips--the last one being at age 70. Further, we learn about his perspective on work and where he derives fulfillment in retirement.By Joe Burgess

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Jon Lewin -- Principal, MedCraft Health Care Real Estate and Founding Partner, Excelsior Brewery, Growing Two Businesses While Maintaining a Focus on People, Culture, and Life Balance 41:56

6y ago41:56

41:56

Jon talks about his evolution in commercial real estate and the establishment of his firm, MedCraft Healtcare Real Estate. In addition, we learn about the craft brewery industry and Jon's role in founding the Excelsior Brewery. Jon expands on the importance of people and culture in his organizations, as well as keeping his focus on life balance.…

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Andrea Bolin -- Director of Strategic Initiatives, Mille Lacs Corporate Ventures, Changing the Culture in Her Organization While Working to Empower Women 46:48

6y ago46:48

46:48

Andrea tells us about changing the culture within Mille Lacs Corporate Ventures. In addition, she explains the process of creating a national leadership conference, as well as the work she is doing to help empower women.By Joe Burgess