Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Steve Sanduski Podcasts

show episodes
 
Artwork

1
Keen on Retirement

Bill Keen, Matt Wilson, Steve Sanduski

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Do you want to make smarter decisions about your money and your life? Do you want to make sure you have enough money to retire comfortably? Join Founder and CEO of Keen Wealth Advisors, Bill Keen, as we discuss money, life, and everything in between. Whether you’re on your way to retirement or already there, these shows will educate and entertain you on your journey.
  continue reading
 
Artwork
 
We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
  continue reading
 
Artwork

1
CEO Coaching International Podcast

Mark Moses and Steve Sanduski

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
The CEO Coaching International podcast is designed to help entrepreneurs and CEOs grow their business, develop their people, and elevate their own performance. We’ll share what the best of the best are doing as it relates to entrepreneurial success, best practices, leadership, sales, marketing, personal development, and solving the challenges that business leaders face. You’ll hear from CEO Coaching International’s coaches, leading entrepreneurs, and other experts in a wide range of fields w ...
  continue reading
 
Classic storytelling can be found around many campfires and in any Disney film. In so many cases, the very best of stories from our personal lives are heard repeatedly over years without ever being recorded. Tim Larson and Liz Wylder knew that WROK radio’s 100th birthday in 2023 would be a great springboard for this project. Future sit downs would certainly rekindle old friendships and, undoubtedly, allow everyone to learn something about the people they thought they knew well. The lightbulb ...
  continue reading
 
Loading …
show series
 
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members of our community, whether we're making monetary grants or lending a hand to projects around the greater Kansas City area. And through the efforts of …
  continue reading
 
Guest: Sasha Kelberg, a coach at CEO Coaching International. Sasha is a Wharton-trained entrepreneur, CEO, and strategic advisor with over two decades of experience building, scaling, and exiting high-tech manufacturing and export businesses. He has led teams from lab concept to global scale with a leadership style grounded in accountability, conti…
  continue reading
 
Guest: Rod Reynolds, a coach at CEO Coaching International. Rod is a seasoned global executive and three-time CEO who's led major operations across Canada, the UK, and Asia Pacific. Rod is also a world-class endurance athlete. He has completed over 15 Ironman and Ironman 70.3 events, including two World Championships. He represented Canada at the 2…
  continue reading
 
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors. One advisor said they could retire. The other said that they should keep working. So ... Who's right? On today's show, we try to split the tie and help Mark and Lisa set the best course f…
  continue reading
 
Guest: Scott White, a coach at CEO Coaching International.  Scott is a seasoned CEO, Chairman, and entrepreneur with over 25 years of experience building and leading high-growth companies in the real estate and finance industries. He is also a bestselling author and a sought-after motivational speaker on happiness, positivity, and performance cultu…
  continue reading
 
David Torretta has fifty years under his belt in the music recording industry. From Steve Scorfina of REO Speedwagon and Michael McDonald of The Dobbie Brothers to Chuck Berry! For him, it's very easy to tell the stories when you've lived them. We also talked some baseball among an avid Cardinal fan and a lifelong Cubs fan. Play ball! Recorded at t…
  continue reading
 
Guest: Brenda Jacobsen and Andy Harris, Managing Directors at STS Capital Partners, where they guide entrepreneurs and CEOs through the intricate and often emotional journey of selling their businesses. Overview: Selling your business may be the single most important financial event of your life. And the process is far more complex, emotional, and …
  continue reading
 
When I see the St. Louis Arch it's time to start looking for David Sandusky's BEAST Craft BBQ in Belleville, Illinois. Ribs with his creamy mac and cheese call my name every time. David is a highly acclaimed chef and pitmaster and knows his way around several television shows on Food Network. His passion is more like an obsession. Throw a bib on an…
  continue reading
 
If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are adding more complexity to an already complicated decision. Businesses are changing. The rules around investing are changing. And, most importantly, you…
  continue reading
 
Last week, I discussed how Keen Wealth's comprehensive planning process might assess a multi-million-dollar nest egg. I think these hypotheticals, including some back-of-the-napkin math, are useful in illustrating how retirement planning can work, and also the limits of focusing exclusively on your numbers. However, in the Keen Wealth offices, we d…
  continue reading
 
Guests: CEO Coaching International's Mark Moses, Don Schiavone, Craig Coleman, and Christopher Larkins. Quick Background: CEOs who want to get to BIG need to answer four questions: What do you want? How do you get what you want? What could stand in the way of you getting what you want? How do you hold yourself accountable? If you combine specific a…
  continue reading
 
Everyone has experienced Rockford, Illinois in a genuinely original way. Whether you’re 22 years old or 92, you have a very unique short story. To help celebrate 815 Day (August 15th, 2025), your host Tim Larson has collected snippets from longtime friends and complete strangers. This is the ultimate Storytellers Studio podcast episode. See much mo…
  continue reading
 
According to a report from the Federal Trade Commission, Americans lost $12.5 billion to scams in 2024, a 25% increase from 2023. That's why episodes like this one are among my least favorite to record and also among the most important. We’ve all heard about so many folks losing large sums of money because they answered the wrong phone call or clic…
  continue reading
 
Guest: Ken Eissing, a coach at CEO Coaching International. Ken has served as President, COO, General Manager, or Advisor in the Technology, Media, Telecom, and BPO Financial Services industries in public and private entities ranging from Fortune 100 to less than $20 million businesses. Quick Background: Is your sales team consistently clearing the …
  continue reading
 
The Big 89 WLS radio celebrated the 65th anniversary of the Musicradio format of the 60's and 70's. They were the Rock of Chicago! In addition to an epic party, Ted Gorden Smucker gathered the finest radio announcers of that era for a roundtable conversation and on-air excerpts from the past. It was a beehive. Scott Childers hosted the show. Guests…
  continue reading
 
Well ... we were wrong. During our previous discussion about The One Big Beautiful Bill, we predicted that the final law would probably pass with a different name. But, instead of the acronyms we're used to seeing lately, like the SECURE Act (Setting Every Community Up for Retirement Enhancement), President Trump and Congress stuck with the origina…
  continue reading
 
I believe that The Keen Wealth Advantage helps folks feel more confident about comprehensive financial planning and their road to retirement. I also believe wholeheartedly in the consumer being as educated as possible on their various options before entrusting their planning and investing to any financial advisor. This is one of the key reasons we …
  continue reading
 
Guest: Dan Smytka, a coach at CEO Coaching International. Dan has global expertise in growing and leading multibillion-dollar businesses with marquee brands such as General Electric, Carrier, and Goodyear Tire and Rubber. Dan has also led businesses in Asia and Europe where he cultivated a reputation for generating profitable growth, building high-…
  continue reading
 
Steve Scorfina and Kathleen Sullivan had only met your host Tim Larson two weeks prior to the recording of this episode. They were all attending a charity event at the Hard Rock Casino in Rockford, Illinois. One conversation led to another very quickly and the next thing ya know Tim was photographing the REO Speedwagon Legacy Reunion Concert in the…
  continue reading
 
Guest: Mo Said, the Founder & CEO of Mojo Supermarket, a powerhouse advertising agency that's been named Small Agency of the Year, Strategy Team of the Year, and one of the Best Places to Work. Overview: Growing and managing a BIG business is an art. For many CEOs, high-level leadership is also a journey of self-discovery. Find that perfect harmony…
  continue reading
 
By the time it works through Congress to President Trump's desk, The One, Big, Beautiful Bill will probably have a few different details, and a different name. But the version of the bill that recently passed in the House gives us a fair indication of where tax policy could be headed for the next few years. On today's show, we discuss the current v…
  continue reading
 
Guest: Byron Carlock, a coach at CEO Coaching International. Byron is a distinguished real estate executive with 38 years of experience that spans the full real estate lifecycle from strategy to execution. Quick Background: COVID, WFH, NIMBYs, and YIMBYs were already accelerating changes to how and where we work and live. Now leaders in the real es…
  continue reading
 
Guest: Kyle Karnes, a coach at CEO Coaching International.   Quick Background: If you're skipping over Gen Z workers because you "don't want to deal with them," you're letting stereotypes and social media memes cloud your judgment. Gen Z is mission-driven and tech-savvy, and they crave strong leadership that can teach them how to channel their pass…
  continue reading
 
According to a recent Wall Street Journal article, there were 580,887 pending Social Security claims in March 2025. That's an increase of more than 80,000 from a year ago. Many of those claimants are seniors who have not yet reached their reach full retirement age. I'd love to believe that the majority of these folks are taking Social Security earl…
  continue reading
 
Guest: Brett Jackson, a coach at CEO Coaching International.  Brett is a seven-time CEO, and two-time COO with 35 years of experience leading software and SaaS companies through scale-ups, pivots, and turnarounds. Before he became a CEO, Brett built deep go-to-market expertise as a VP in product sales and marketing. Quick Background: You can't alwa…
  continue reading
 
Mark Finnegan has directed a caravan of veterans to Washington, DC since 2010. You'll hear about the logistic magic and also that of Bill Hunter. The emotional floods are overwhelming and the partnerships are incredible. Mark lives the passion for our military heroes and you can hear it in his voice. Recorded at Finnegan's RV Center in South Beloit…
  continue reading
 
Guest: Matt Dunie, a coach at CEO Coaching International. Matt  has founded or co-founded four companies and served as CEO or President five times across the information services and SaaS sectors. He's led businesses ranging from startups to enterprises approaching $400 million in revenue, and he's executed more than 20 acquisitions and exits. Quic…
  continue reading
 
Matt Wilson, Chief Investment Officer and President of Keen Wealth, sure had a lot to work with when he put together his 2025 Q2 Market Update Webinar! It's been an eventful few months for the economy, and Matt delivered a clear analysis of everything from growth trends and interest rate expectations to the potential impacts of tariffs. On today's …
  continue reading
 
Guest: Joanne Starkman, the co-founder of Innersense Organic Beauty, a clean hair care brand that she launched with her husband Greg. Overview: All successful CEOs pour their hearts into their businesses. But a company that truly lives and breathes your mission can be as BIG as it is rewarding and impactful. On today's show, Joanne Starkman discuss…
  continue reading
 
It was a thrill to visit with Fred Winston in southwest Michigan. I have been a huge fan of his performances on Chicago radio for forty seven years (since 1978). He's very quick witted and an all around good guy. Don't worry. If you're not familiar with Fred since you live far away from Chicago, I will gladly bring you up-to-speed in the first fift…
  continue reading
 
Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out who want to put themselves on a path towards financial security. New retirees want to feel secure about transitioning away from work. Older seniors come to us looking to secure their legacies and make life a li…
  continue reading
 
Duncan and Tim Larson are connect eight ways to Tuesday. You'll find out how during the episode. Learn about The Masters at Augusta, Georgia, Norris Aldeen and the restoration of the golf course's famous barn. You don't have to be a golfer to enjoy this episode. After the exit of the show, listen for the song "Hooked on Hayward" referenced in the c…
  continue reading
 
"Jim" (66) and "Karen" (64) both retired in the last six months. Jim has an IRA with $900,000, and Karen has a Roth IRA with $300,000. They inherited a brokerage account with $600,000 and a cost basis of $500,000. They have $100,000 in an emergency cash fund. Jim is receiving his Social Security benefits of $2,600 per month. He also has a pension o…
  continue reading
 
Your host Tim Larson decided about two months ago to try his hand at songwriting. Actually laying down his thoughts that were scribbled on many small sheets of paper over the previous year. With absolutely no musical skills, he sent the lyrics to London, England. The producers magically use Ai to combine genre, tempo and singer gender choices into …
  continue reading
 
Guest: Nikki Henderson, a world-class professional sailor. In 2018, Nikki became the youngest skipper to lead a team in the Clipper Round the World Yacht Race. At the age of 25, over the course of more than 40,000 miles of ocean racing, Nikki led a diverse team of mostly amateur sailors from 16 countries to an extraordinary second place finish. She…
  continue reading
 
Guest: Dr. Joel Myers,  the Founder and Executive Chairman of AccuWeather. Dr. Myers is considered the father of modern commercial meteorology. Overview: CEOs often feel like they're making "life and death" business decisions. But, as we saw during the pandemic, when the safety of your customers and employees is at stake, CEOs need reliable data th…
  continue reading
 
Bobby Roth and I met briefly just three hours before our conversation. He was conducting a Director's Panel at the Beloit International Film Festival in Wisconsin. He's made films and television shows for over fifty years. You will instantly recognize nearly the entire list. We agreed on an afternoon meeting time and location for recording this epi…
  continue reading
 
Learn about the workings, volunteers and the community reach of the Beloit Art Center. There's never a shortage of appealing art in Beloit, Wisconsin. It's easy to be impressed. Jerry is a long time volunteer and the main gallery bears his name. Dawn is the CEO of this group who fills four galleries in this ever growing southern Wisconsin city. Rec…
  continue reading
 
Tariffs are nothing new. They've been implemented at several points in U.S. history, including as recently as 2018. But there are a confluence of factors surrounding President Trump's current round of tariffs that make it worth discussing. On today's show, we round up questions we've been receiving at Keen Wealth about tariffs to provide a comprehe…
  continue reading
 
Guest: Don Yaeger,  a Hall of Fame keynote speaker, a business leadership coach, and a 12-time New York Times best-selling author. Don is the host of the highly rated Corporate Competitor Podcast and National Geographic's Storyteller in Residence. He's also a longtime associate editor for Sports Illustrated and one of America's premier thought lead…
  continue reading
 
With about a month until Tax Day on Tuesday, April 15th, you should, ideally, have all your financial documents collected. It might be a good idea to check in one last time with your financial advisor before you send your 2024 data to your CPA or start plugging away on your favorite tax software. But as you put a bow on last year, it's important to…
  continue reading
 
Kat Williams and her group are spearheading the monumental project of bringing an International Women's Baseball Center to Rockford, Illinois. The Rockford Peaches at Beyer Stadium put Rockford on the women's sports map in the 1940's. The world zeroed in on that compass in 1992 through the film A League of Their Own. Learn about the past and the fu…
  continue reading
 
Guest: Chris Braun a coach at CEO Coaching International. Chris is a YPO member who has served as a CEO for 24 years across a diverse range of industries, including franchising, medical devices, power generation, SAS, and specialty plastics. He's also led multiple companies through successful exits and private equity transactions. Quick Background:…
  continue reading
 
The words “fun” and “taxes” probably don’t go together in your mind. But, as I mention on today’s episode, they do at Keen Wealth! Helping folks be good stewards of their money so that they can enjoy life to the fullest is one of the most rewarding parts of being a financial advisor. And as Tax Day approaches, I love seeing my team in action, worki…
  continue reading
 
Guest: Smith Holland, a coach at CEO Coaching International. Smith served as President & CEO of three businesses, including Crayola, Hallmark Global, and Hallmark Canada, with revenues ranging from $125 million to $2 billion. Quick Background: No "good" company makes the leap to "great" without exceptional leadership. Where good CEOs just keep the …
  continue reading
 
Guest: Brian Mergelas, a coach at CEO Coaching International.  Brian is an accomplished leader with over 25 years of experience in driving growth, innovation, and operational excellence for global technology companies and startups. Quick Background: As AI usage becomes more and more mainstream, companies that didn't have the foresight to include an…
  continue reading
 
If you're spending a lot of your day scrolling on social media or glued to cable news, you might feel like your emotions are running a little high right now. Major life transitions can also cause our feelings to spike, whether we're getting ready to send a kid to college or thinking about retiring. But while letting your feelings in is just part of…
  continue reading
 
Guest: Jeff Tennyson, a Coach and Partner at CEO Coaching International and the former CEO of Lima One Capital, one of the country’s leading lenders to real estate investors. Jeff is also a former coaching client of CEO Coaching International. Quick Background: Every entrepreneur dreams of a BIG exit. But having a dream isn't the same as having a p…
  continue reading
 
Whitney Martin and Tim Larson have known each other for a long time. Sharing the back stories of television and radio is just the beginning. Charity work together, bloopers and dancing. You'll have to tune in to sort it all out. Recorded at the Rockford Area Convention and Visitors Bureau in downtown Rockford, Illinois on January 30, 2025.…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play