Value-Ability Podcast

All leaders are responsible for the effectiveness of their teams, and Episode 16 delves into the traits of a high functioning team and what distinguishes its opposite, focusing on the areas of vision, goals, roles, processes, and relationships.

In the Q&A section, we field listener submitted questions about social security benefits about how unemployment and working part-time will impact benefits.

A link to this episode's companion document “Factors Influencing Team Effectiveness” is available on our Instagram account (@value_ability), as well as on our website at https://value-ability.com/content.

Episode 15 features a breakdown of the 5 Levels of Mastery – a foundational leadership concept that provides both leader and follower with a shared framework and language to understand and communicate the readiness of the follower to complete a task and the style of leadership required to support them.

"Successful Retirement Plans are Built on These 5 Pillars" is the article reviewed this week.

A link to the 5 Levels of Mastery diagram is available on our Instagram account (@value_ability), as well as on our website at https://value-ability.com/content.

In Episode 14, we take a look at dealing with debt – how to manage debt before it becomes a problem and how to get out of it if it does. Also discussed are “good” vs “bad” debt, debt consolidation and how debt works for married couples.

This week's article review discusses the SEC's recent comments relating to Regulation Best Interest on the use of the titles “advisor” and “broker”.

A link to the article is available on our Twitter and Facebook pages, as well as on our website at https://value-ability.com/content.

Episode 13 focuses on the topic we all love to hate – taxes! The discussion covers the history of taxation, the power of tax deferral and the role of tax diversification in financial planning.

This week's Q&A includes questions on the dangers of holding leveraged mutual fund and ETF products over long time periods and the difference between a “traditional” and “rollover” IRA.

A link to the Tax Control Triangle discussed in this episode and a handy tax reference guide are available at https://value-ability.com/content.

Episode 12 delves into how to deliver whole and tough messages to alleviate and manage conflict within a business organization or personal relationship.

“The Best Mentors Ask These 8 Questions” is the article review for this week, and Philip and Dan share their thoughts on these and other questions mentors have asked them during their careers.

A link to the whole message model and the article are available at https://value-ability.com/content.

In Episode 11 we share 10 questions you can use when selecting a trustworthy advisor, such as a financial advisor, attorney, or accountant.

“The Flaws a Nobel Prize-Winning Economist Wants You to Know About Yourself” is this week's entry in the article review section and delves into the topic of behavioral economics. We discuss how these ideas impact the world of financial advice.

In the return of the Q&A section of the podcast, we ponder how long the United States can continue “printing money” in the face of the current economic situation.

A link to the 10 questions to ask a trustworthy advisor and the article are available at https://value-ability.com/content.

This week our discussion focuses on implementing one of the most important yet underutilized tool in personal development – the model week.

The article review covers 7 Mistakes People Make When Choosing a Financial Advisor.

The Q&A section was cut for time.

A link to the article are available at https://value-ability.com/content.

This episode we turn to a topic relevant to all aspects of personal and business interaction, Understanding Social Styles. A person's base social styles are typically engrained in them by age 14, and understanding what these are and how they impact communication with others is both important and incredibly useful.

The article review discusses 15 things sales leaders can do during a crisis.

The Q&A section was cut for time.

The documents on Social Styles and a link to the article are available at https://value-ability.com/content.

The third and final episode in our series on the risks faced in retirement income planning wraps up with longevity. We discuss the current statistics regarding longevity, how this has changed over the last 50 years and how these changes have impacted the retirement planning process.

The article review revisits the “bucket” approach to income planning we covered in Episode 3 and how this strategy has fared during the current market disruption.

The Q&A section focuses on personal development, and we share our picks for the most important self-development tool we have learned in our careers.

A link to the article is available at https://value-ability.com/content.

This week we continue our investigation of retirement income risks with inflation, which we dub “the silent embezzler”. We review how the Rule of 72 works and discuss how it impacts retirement planning and how best to communicate this risk to clients.

Changing gears slightly, in this episode we react to a YouTube video posted by Southwest Airlines CEO Gary Kelly about the impact of the current crisis on the airline industry and examine the leadership traits displayed in the video.

The Q&A section continues this theme, and we share which trait we find most important in a leader.

A link to the Gary Kelly video and an additional piece on inflation are available at https://value-ability.com/episodes