Best Steve Sanduski Podcasts (2025)

1
4 Warning Signs That You Might Be Receiving Bad Financial Advice 47:06

7h ago47:06

47:06

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…

1
Life After the Exit: Rick Stern on Selling His $180M Company and Building His Next Startup Smarter 37:44

8d ago37:44

37:44

Guest: Rick Stern, the CEO and founder of Stern Recruiting. Rick is also the former founder and CEO of Nitel, which is a telecom company that he bootstrapped from zero to $180 million in revenue over two decades before he exited through a private equity transaction. Overview: Now what? That's the question high-performing CEOs ask themselves after …

1
Should Tariffs and Market Volatility Change Your Retirement Timeline? 38:50

14d ago38:50

38:50

"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…

1
Lessons on Leadership and Life from My 600-Mile Caribbean Yacht Race with Skipper Nikki Henderson 1:16:47

20d ago1:16:47

1:16:47

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…

1
How Accurate Weather Forecasting Drives Profits AND Saves Lives with AccuWeather's Dr. Joel Myers 37:55

22d ago37:55

37:55

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…

1
Could Tariff Turbulence Create Opportunities for Your Financial Plan? 46:27

28d ago46:27

46:27

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…

1
Mastering the Art of Storytelling to Elevate Your Leadership and Drive Business Growth with Don Yaeger 42:31

1M ago42:31

42:31

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…

1
Answering Last-Minute Tax Questions and Preparing for 2025 39:04

2M ago39:04

39:04

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…

1
The CEO’s Guide to Winning Over Boards, Investors, and Teams with Chris Braun 42:44

2M ago42:44

42:44

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:…

1
4 Common and Costly Tax Prep Mistakes That Your Advisor Can Help You Avoid 32:32

2M ago32:32

32:32

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…

1
4 Characteristics that Separate Good CEOs from Great CEOs with Smith Holland 42:38

2M ago42:38

42:38

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 …

1
AI Integration for CEOs: Avoid the Hype and Build a Real Competitive Edge with Brian Mergelas 30:18

2M ago30:18

30:18

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…

1
The Hidden Money Traps That Could Derail Your Retirement 36:08

2M ago36:08

36:08

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…

1
How to Sell Your Business for Top Dollar: 4 Key Insights from CEO Coach Jeff Tennyson 37:33

2M ago37:33

37:33

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…

1
Natural Disasters, Bitcoin, and Market Uncertainty: What Every Investor Needs to Know to Stay Sane and Solvent 35:51

3M ago35:51

35:51

A New Year brings excitement, hope, and a little extra motivation to achieve some major goals. But 2025 has also brought some uncertainty as well. Political, economic, environmental, and technological events have all made big headlines, sometimes all on the same day. If you're feeling a little unsure about your financial planning right now, you're …

1
Make BIG Happen Summit Flashback: 4 Ways to Deliver World-Class Customer Service from John DiJulius 1:06:10

3M ago1:06:10

1:06:10

Are you ready to achieve the unimaginable this year? Then register now for the 2025 Make BIG Happen Summit, April 24-27 at the Fontainebleau Miami Beach Hotel. This year, in addition to our usual lineup of world-class speakers and social events, we’re excited to unveil our exclusive “MBH” program—a full MBA experience distilled into one intensive d…

1
Here’s How Social Security, Retirement Planning, and Taxes are Changing in 2025 34:12

3M ago34:12

34:12

Happy 2025! At Keen Wealth, we're often of two minds at the beginning of the New Year. On the one hand, Tax Day is just around the corner, so we're helping folks put a bow on last year's financials and making sure they not missing out on any potentially advantageous moves. But this New Year also means a new president, a new congress, new laws, new …

1
Chris Stakich on How Joining a Business Forum Can Help CEOS Learn, Connect, and Make BIG Happen in 2025 30:31

4M ago30:31

30:31

Guest: Chris Stakich, Chief Community Officer at CEO Coaching International. Chris oversees our business forums, in-person events, and communication hubs. Prior to joining the team, Chris was the Chief Experience Officer at YPO where he oversaw 500+ global events, 6,500+ forums, all strategic partnerships, and the member learning strategy. Quick Ba…

1
My 3 Polarities for 2025 31:49

4M ago31:49

31:49

I discuss how well I executed on my 3 words from 2024 and then reveal why and how I’m changing the exercise for 2025. For 2025, I'm going to explore polarities—pairs of words that represent the tension and harmony between opposing yet complementary concepts. This shift feels like a natural evolution. Just as life is a balance of contrasts—action an…

1
The Power of Purpose in Your 2025 Planning 45:27

4M ago45:27

45:27

What might be even better than having a Happy New Year? Having a purposeful 2025. Longevity experts who study "blue zones" where folks live the longest have popularized the Japanese concept of "ikigai," meaning roughly, "having a purpose in life." Their research shows that seniors who are motivated to get out of bed in the morning don't just live l…

1
Helping Clients Thrive: Wealth-Building 'Permission to Prosper' Strategies With Dr. Preston Cherry 1:05:19

4M ago1:05:19

1:05:19

Guest: Dr. Preston Cherry, AFC®, CFT-I™, CFP®, Ph.D., an entrepreneur, coach and speaker. Dr. Cherry is the creator of the Life Money Balance™ approach and founder of Concurrent Financial Planning. His new book is Wealth in the Key of Life: Finding Your Financial Harmony. In a Nutshell: "Songs in the Key of Life" is one of Stevie Wonder's most famo…

1
Should Seniors Give It All Away like Buffett or “Die with Zero”? 41:45

4M ago41:45

41:45

Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they want to be cared for, how they want their assets distributed, and who they trust to settle their estate and preserve their legacy. But an estate plan ch…

1
Kendra Wright on "Finding" Great Copy and Revamping Your Website to Attract More Ideal Clients 1:30:20

5M ago1:30:20

1:30:20

Guest: Kendra Wright, owner of Rebel Media Agency, a marketing company specializing in financial professionals. In her prior life, Kendra worked in rock ‘n roll marketing for some of the biggest names in music (Willie Nelson, Motley Crue, Matchbox Twenty, and more). In a Nutshell: Great copy means you'll never experience a failure to communicate. G…

1
A Keen Wealth Case Study: Planning for Early Retirement Before Age 60 47:27

5M ago47:27

47:27

"Sam" is 58 and he retired at the end of the first quarter of 2024. His wife, "Alice," is 65 and still working as a paid caretaker for the couple's son with special needs. Sam has $400,000 in a Roth IRA, $2 million in a traditional IRA and they have $400,000 in a joint taxable account. In 2024, Sam earned $75,000 and Alice earned $20,000. And, like…

1
Using a Customized Outsourced Sales Team to Achieve BIG Scale with Dina Coker 33:53

5M ago33:53

33:53

Guest: Dina Coker, the founder and CEO of Akcel Partners, a groundbreaking company that specializes in providing outsourced sales talent that is tailored to meet the specific challenges of its clients. Overview: Making BIG Happen requires a sales strategy that's innovative, adaptable, and capable of sustaining scale. But sales isn't a core competen…

1
What a Second Trump Term Could Mean for Social Security, Taxes, and Interest Rates 39:14

5M ago39:14

39:14

If there's one thing we know that the financial markets like, it's certainty. And since the 2024 presidential election was settled overnight -- rather than the weeks it took to count votes in 2020 -- the markets have reacted to the certainty of our new political reality with very strong returns. But as Donald Trump prepares to return to the White H…

1
10 Insights From 10 Years of Podcasting 51:17

5M ago51:17

51:17

After I left Peak Advisor Alliance (now Carson Coaching), I settled on the idea of starting my Between Now and Success podcast as part of my next chapter. I figured podcasting would be a great way to stay in touch with people in our industry, keep networking, and learn from the best of the best. Now, 10 years later, across five separate podcasts, I…

1
Erin Cigich on How Coaching Helped Her Think of Sales as a Math Problem and Grow BIG 38:12

5M ago38:12

38:12

Guest: Erin Cigich, CEO of Perform[cb], a leading outcome-based marketing firm that helps brands acquire customers on a performance-based model where companies pay only for real results. Overview: Every BIG starts small. In order to achieve their vision and sustain growth, the CEO has to establish precise, actionable steps that build towards measur…

1
3 Financial Strategies You and Your Advisor Should Consider Before December 31st 37:39

6M ago37:39

37:39

At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning calendars, the end of the year is also an important deadline for some moves that could lower your tax bill. On today's show, we discuss three financial s…

1
Mindy Diamond on Living Your Best Business Life, Building a Successful Firm, and Deciding Should I Stay or Should I Go? 55:49

6M ago55:49

55:49

Guest: Mindy Diamond, the founder and CEO of Diamond Consultants and the author of a fantastic new book called Should I Stay or Should I Go? In a Nutshell: Between the competition for top talent at large firms and the proliferation of smaller lifestyle RIAs, many advisors feel like they need to be constantly evaluating their career options. But the…

1
Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit 45:22

6M ago45:22

45:22

With the presidential election less than a week away, I know many folks are feeling like the present is on pause while we’re waiting on some important answers about the future. Matt Wilson, Keen Wealth’s Chief Investment Officer and President, analyzed the latest data surrounding the election, the health of the economy, and the early outlook for 20…

1
How to Build a High-Performance Culture in a Global Company with Matt Plitt 34:41

6M ago34:41

34:41

Guest: Matt Plitt, President & Chief Executive Officer of Valent U.S.A. LLC, which is part of Sumitomo Chemicals Global Agricultural Operations. Matt is responsible for driving growth across Canada, Mexico, and the U.S. Overview: Every BIG is even BIGGER at a truly global business. Subsidiaries and their holding companies need to synchronize cultur…

1
Eric Brotman on Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go 1:08:08

6M ago1:08:08

1:08:08

Guest: Eric Brotman, CFP®, AEP®, CPWA®, is a Principal and the Chief Executive Officer of BFG Financial Advisors. Eric began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later became BFG Financial Advisors. He and his team focus on supporting families and individuals by providing comprehen…

1
Powerful Tactics To Drive Impactful Execution in Your Organization With Spencer Shaffer 34:35

6M ago34:35

34:35

Guest: Spencer Shaffer, a coach at CEO Coaching International. Spencer is a four-time CEO and entrepreneur with a wealth of experience across engineering services, energy, technology, and software as a service business models. He's also been a YPO member since 2006. Over the past 26 years, Spencer has led numerous business transformations through M…

1
The Step-By-Step YouTube Strategy Dave Zoller Used to Add 72,000 Subscribers and Generate 60 - 100 Qualified Leads a Month 1:10:47

7M ago1:10:47

1:10:47

Guest: Dave Zoller, CFP®, owner of Streamline Financial Services in Warrenville, IL. Streamline currently manages over $450 million in assets for 250 client households. In a Nutshell: Digital marketing isn't about trying to strike lighting and "go viral," although that certainly helps! The advisors I've talked to who have mastered YouTube, LinkedIn…

1
Will Almost Half of Retirees Run Out of Money? 36:23

7M ago36:23

36:23

If I were to make a list of the most common money worries that I've helped seniors deal with in my 30-plus years as a financial advisor, running out of money in retirement would probably be number one. Even folks who have been following a comprehensive financial plan and building wealth for decades can struggle with the idea of cashing their final …

1
How to Align Vision, Mission, Culture, Strategy & Execution for Explosive Growth with Greg Martin 42:01

7M ago42:01

42:01

Guest: Greg Martin, an entrepreneur, CEO, private equity investor, and a coach at CEO Coaching International. Greg led four separate companies onto the Inc. 5000 list while achieving growth rates of over 6,000%. Combined, his businesses have generated more than $3 billion in revenue, created over 2,500 jobs, and resulted in two high-eight-figure ex…

1
A Proven Process for Achieving Strong Culture, Rapid Growth, and a BIG Exit from Anthony Venus 28:50

7M ago28:50

28:50

Guest: Anthony Venus, a coach at CEO Coaching International. Anthony is an experienced entrepreneur and CEO who led his latest venture-backed SaaS firm YayPay from its inception to a successful exit. Quick Background: Why are some founders and CEOs able to repeat BIG success? Because they understand that winning a market, consistent growth, and nin…

1
Five Steps to a Dynamic Go-To-Market Strategy with Mary Naylor 39:25

7M ago39:25

39:25

Guest: Mary Naylor, a coach at CEO Coaching International. Mary is a repeat founder, CEO, and board member working in diverse sectors including customer loyalty, consumer services, concierge and lifestyle services, hospitality, travel, financial services, call center customer service, and technology platforms. She has 30 years of expertise in enter…

1
Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed? 38:08

7M ago38:08

38:08

Between the 24/7 news cycle and the two-year election cycle of our government system, I'm sure I'm not the only one who feels like our country is in a permanent state of campaigning. And that means some folks who do follow politics and their investments closely are often hearing our leaders talk about tax policy every time they turn on the news. Ho…

1
The Five Traits of High-Performing Teams With Lisa Tanzer 32:40

7M ago32:40

32:40

Guest: Lisa Tanzer, a coach at CEO Coaching International. Lisa is an accomplished executive with over 30 years of experience, including 10 years in CEO and president’s roles and 10 years leading marketing teams as the CMO. She’s worked with Fortune 1000 companies like Gillette, Staples, and Hasbro, as well as privately held and venture-backed comp…

1
Building an Authentic Brand Around His Personal Passion of Being an "Everyday Explorer" with Josh Self 51:00

7M ago51:00

51:00

Guest: Josh Self, CLU, ChFC, CFP®, Managing Partner of Ridgeline Wealth Advisors in Raleigh, NC. In a Nutshell: Do you serve your business or does it serve you? Josh Self decided to do a complete rebrand and design his business around his personal passion of being an everyday explorer. He wanted to attract other like-minded outdoor enthusiasts so h…

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Steve Sanduski Podcasts

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