Value-Ability Podcast

Value-Ability Podcast

By Danforth FleakBusinessEntrepreneurshipCareersManagement
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Value-Ability Podcast episodes

  • Episode 46: Trading, Investing, Planning
    Episode 46 highlights:
    - Defining Trading, Investing and Planning
    - A broad look at the Gamestop saga
    - Protecting investors vs. limiting opportunity
    - “Digitizing” advice
    - Extending financial planning's “front porch”
    The article reviewed this week is ”The New Silicon Valley Perks: Child Care, Financial Planning and Therapy”
    A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts and is also available on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    06:00 Podcast Contact Info
    06:43 Trading, Investing, Planning
    39:41 Article Review
    49:52 Wrap Up
    51:09 Disclaimer
    53 min
  • Episode 45: Practice Succession
    Episode 45 highlights:
    - Special guest Aaron Hasler, Managing Partner at Skyview Partners
    - “US Government Debt Swells – Is It Sustainable?”
    - Consultation – the backbone of financial services
    - Types of practice succession
    - Financing succession
    Aaron Hasler's contact information is available on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    06:22 Podcast Info
    07:22 Practice Succession with Aaron Hasler
    53:02 Wrap Up
    55:09 Disclaimer
    57 min
  • Episode 44: Creating WOW Moments
    Episode 44 highlights:
    - “High Long-term Returns Require Patience”
    - Outstanding customer service experiences
    - The difference between “Why” and “What” questions
    - Questions that create WOW moments
    Our article review section covers ”Retirement statistics you should know in 2021”
    A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts and is also available on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    04:42 Podcast Info
    05:30 Creating WOW Moments
    45:01 Article Review
    53:38 Wrap Up
    55:33 Disclaimer
    58 min
  • Episode 43: Forgiveness
    Episode 43 highlights:
    - Philip shares his “old man's” speech to his children
    - The byproducts of forgiveness
    - Forgiving yourself and forgiving others
    - Managing your brain, memories and emotions
    The article reviewed this week is ”Why ‘flexibility' may be the least helpful thing companies can offer working parents right now”.
    A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts and is also available on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    11:50 Forgiveness
    45:31 Article Review
    52:58 Wrap Up
    54:53 Disclaimer
    57 min
  • Episode 42: Big Later
    Episode 42 highlights:
    - Special guest Will Steiner, founder of Big Later
    - Past, present and future of Big Later
    - Bringing financial literacy to a new generation
    - The psychology of decision making
    In this week's question segment, we discuss the impact of political parties on market performance and the pros and cons of the “backdoor” Roth concept.
    A link to Big Later and Will Steiner's contact info is available on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    07:40 Podcast Contact Info
    08:29 Special Guest Will Steiner
    46:42 Questions
    59:12 Wrap Up
    1:00:18 Disclaimer
    1 hr 3 min
  • Episode 41: Compassion
    Episode 41 highlights:
    - Value-Ability Podcast starts 2021 right where we left off!
    - What is compassion?
    - The 5 Levels of Leadership and compassion's role
    - Compassion's impact on other leadership values
    This week's article review is ”Twenty-Eight Questions to Access Your Pandemic Pivot” from wealthmanagement.com.
    A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts and is also available on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    07:39 Podcast Contact Info
    08:39 Aligning Advice with Values
    36:30 Article Review
    48:55 Wrap Up
    50:16 Disclaimer
    53 min
  • Episode 40: Aligning Advice with Values
    Episode 40 highlights:
    - Special guest Karen Wawrzaszek, CFP®,CTFA joins the podcast
    - Aligning values, goals and advice
    - Managing stress and its impact on financial planning
    - The role of values in decision making
    - Implementing values-based planning
    The article review section covers “Tony Hsieh's American Tragedy: The Self-Destructive Last Months Of The Zappos Visionary”
    A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts and is also available on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    06:55 Podcast Contact Info
    08:07 Aligning Advice with Values
    56:44 Article Review
    1:05:07 Wrap Up
    1:06:15 Disclaimer
    1 hr 9 min
  • Episode 39: Personal Responsibility = Inspiration
    Episode 39 highlights:
    - Philip and Dan chat about hunting dogs
    - Childhood modeling of personal responsibility
    - Aligning values with actions for optimal performance
    - Freedom through personal responsibility
    - When is it appropriate NOT to take responsibility?
    The article discussed this week is “Six Verbs That Make You Sound Weak (No Matter Your Job Title)”
    A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts and is also available on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    11:14 Personal Responsibility = Inspiration
    42:27 Article Review
    50:48 Wrap Up
    53:18 Disclaimer
    56 min
  • Episode 38: The Death To Do List
    Episode 38 highlights:
    - Debbie Pepin from death-to-do-list.com joins the podcast!
    - Why we don't talk about death
    - Removing euphemisms for death from our conversations
    - Tools for financial professionals to discuss death with clients
    - How financial professionals can implement the Death To Do List
    The article reviewed this week is “The 7 biggest shockers from my four decades of financial planning”
    A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts. The article link and Debbie Pepin's contact info are available on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    04:20 Podcast Contact Info
    05:58 The Death To Do List
    55:20 Article Review
    1:06:50 Wrap Up
    1:08:26 Disclaimer
    1 hr 11 min
  • Episode 37: Integrity = Trustworthiness
    Episode 37 highlights:
    - Philip returns with an update from The Frozen North
    - Modeling of integrity as a leader
    - Columbia Record Club teaches Dan about integrity
    - What integrity means with clients
    - What dangers arise from lacking integrity
    The article reviewed this week is titled “The Behavioral Economics Diet: The Science of Killing a Bad Habit” by Nir Eyal of nirandfar.com.
    A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.
    CHAPTERS:
    00:00 Introduction
    15:23 Podcast Contact Info
    16:25 Values Based Episodes Intro
    17:21 Integrity
    42:25 Article Review
    55:11 Wrap Up
    56:45 Disclaimer
    59 min

About Value-Ability Podcast

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Value-Ability, a podcast for executives, business owners, employees, independent contractors and anyone interested in the role of values in business, leadership and personal development.