Shows
Under Two CapesEpisode 248: The Problem With New 52 Lois LaneThis week, Jared has friend of the channel Robert Willing to discuss the New 42 iteration of Lois Lane and why it was the worst version of the character. Lois Lane is a fictional character appearing in American comic books published by DC Comics. Created by writer Jerry Siegel and artist Joe Shuster, she first appeared in Action Comics #1. The New 52 was the 2011 revamp and relaunch by DC Comics of its entire line of ongoing monthly superhero comic books. Following the conclusion of the "Flashpoint" crossover storyline, DC cancelled all its existing titles and debuted 52 new series in September 2011.[1] Among...2024-12-121h 10
Under Two CapesEpisode 231: Are Superman And Wonder Woman The BEST Comic Couple?In this week's packed episode, Jared and Teladia discuss the best couples in all of DC and Marvel, Such as SuperWonder, Batcat, AquaMera, and so much more! Superman is a superhero who appears in American comic books published by DC Comics. The character was created by writer Jerry Siegel and artist Joe Shuster, and debuted in the comic book Action Comics #1. Wonder Woman is a superheroine created by the American psychologist and writer William Moulton Marston, and artist Harry G. Peter in 1941 for DC Comics. Marston's wife, Elizabeth, and their life partner, Olive Byrne, are credited as being his...2024-08-0242 min
Siegel+Gale SaysJared Taylor: 5 ways to simplify your employee experienceIn this episode, our Associate Director, Brand-led Change, Jared Taylor reads: "5 ways to simplify your employee experience."Only 1 out of 4 employees find their workplace to be truly simple. But it doesn't have to be this way. From identifying your brand purpose to engaging your brand champions, Jared shares five foundational actions to simplify the employee experience.2024-02-0808 min
Success That LastsSkill vs. LuckIn this solo episode of Success That Lasts, Jared Siegel discusses the power narratives hold over us when making financial decisions, and how to think more empirically. He talks about the roles that skill and luck have in various aspects of life.
“After a career of helping people make financial decisions, one thing is overwhelmingly clear to me: people are not calculators, they’re storytellers,” Jared claims. Humans are biologically wired to connect cause and effect, even if it may be incorrect. The more you want something to be true, he adds, the more likely you ar...2022-10-0612 minSuccess That LastsVanguard: What's the Value of an Advisor? with Michael DiJoseph, CFAMichael DiJoseph is Senior Strategist in the Investment Advisory Research Center at Vanguard. He is a Certified Financial Analyst and volunteers as a member and secretary on the Board of Trustees at the Province of St. Thomas of Villanova Support Fund. Michael joins Jared Siegel to discuss the value of an advisor. Here are a few highlights from their conversation:
Vanguard Advisor’s Alpha found that advisors adhering to a holistic wealth management framework could add about 3% per year in annualized returns relative to the average experience.
“We’re bad at forecasting the future b...2022-09-2238 min
Siegel+Gale SaysUnlocking Brand: Building a brand fit for the futureWelcome to our Unlocking Brand series, where our global brand experts host live case studies, deliver actionable insights, and answer key questions on the topics that matter to brand marketers today.
In this episode, our West Coast General Manager, Katie Conway, Group Director of Experience, Jared Fink, and Group Director of Brand-led Chance, Gretchen Huestis, lead an in-depth conversation that examines how companies can build distinct and compelling brand-led experiences that create lasting impact.2022-08-3057 minSuccess That LastsBorrowed From Your Grandchildren with Dennis T. Jaffe, Ph.DDennis Jaffe is Senior Research Fellow at BanyanGlobal Family Business Advisors. As both an organizational consultant and clinical psychologist with over 40 years of experience, he is one of the architects of the emerging field of family enterprise consulting. He is also a frequent contributor to periodicals such as Family Business Journal of Financial Planning, Private Wealth Journal of Wealth management, and Worth magazine. Dennis joins Jared Siegel to share insights from his book Borrowed from Your Grandchildren about how large, long-lasting business families succeed across generations.Here are a few highlights from their conversation:2022-08-1829 minSuccess That LastsAfter Tax Investment Returns with Nathan SosnerNathan Sosner is a national thought leader and Principal at AQR Capital Management, where he specializes in sophisticated investment programs for high-net-worth clients. His research on tax-aware investing has been published in the Journal of Wealth Management and the Financial Analyst Journal, who awarded him the Graham and Dodd Award for the best paper of the year in 2020. Nathan joins Jared Siegel to discuss the importance of tax efficiency.Here are a few highlights from their conversation:
The main difference between tax-agnostic and tax-aware strategies at AQR, Nathan shares, is that tax-aware funds t...2022-07-2136 min
Hanksy Panksy44 - My Boss's Daughter: Can't Believe It's Not ButtLuke is still a government in exile this week, and Sam is absolutely beat down by this flick. Yes folks, the boys have consumed 2003's My Boss's Daughter, a movie starring Ashton Kutcher and Tara Reid. Jokes this week include: Sam's very cruel wife, fun things to do with margarine, an owl on cocaine, Jared Kushner's brother and an unhealthy amount of pee.
Mentioned in this episode:Greeced Lightning: A podcast about myths, movies, and one doctor of classics teaching two dumb idiots about history and mythology
https://greeced-lightning.captivate.fm/2022-07-2056 minSuccess That LastsFinancial Capital Is Like DynamiteIn this solo episode of Success That Lasts, Jared Siegel unpacks structural capital and related topics. He shares insights about wealth succession and how families can ensure their heirs are fully equipped to inherit wealth.
“Families with significant wealth or family businesses often operate within a network of trust - partnerships, contracts, and other kinds of legal and business entity relationships,” Jared says. “In this context, structural capital represents the family’s cumulative understanding of this network and ability to navigate it efficiently.”
It’s human nature to value things based on how much they cost us. The...2022-05-2617 minSuccess That LastsHarmonizing Real WealthIn this solo episode of Success That Lasts, Jared Siegel discusses the concepts of harmony and balance. He defines different types of capital and how they intersect to create real wealth.
Harmony is nuanced, Jared shares, requiring some level of skillful and simultaneous execution. To be well-coordinated, harmony needs balance and complexity. Jared explores what that looks like in wealth planning.
A family’s human capital includes its individual family members’ physical and emotional health, as well as their resilience - their ability to learn, grow and adapt. Their relational capital reflects each member’s ability to discuss difficu...2022-05-1214 minSuccess That LastsGrowth Amid LossIn this solo episode of Success That Lasts, Jared Siegel discusses the normal path for progress in economics and markets. “Human beings have a strong and dramatic instinct towards binary thinking - a basic urge to divide things into two distinct groups with nothing but an empty gap in between,” he cites. However, progress in economics exists outside this binary - growth actually persists among loss. Though we are frequently reminded that, from a regulatory perspective, past financial performance doesn’t guarantee future results, there is wisdom to be gained in examining the past and extracting its actionable insights. “We must...2022-04-2807 minSuccess That LastsStatus GamesIn this solo episode of Success that Lasts, Jared Siegel explores status games. He shares insights on how they can detract us from our goals and tips for choosing your status game wisely.
By definition, news is something that doesn’t last, Jared claims. It exists for a moment and then it changes. “As news has become easier to distribute and cheaper to produce, the quality and quantity have respectively decreased and increased, making it nearly impossible to delineate the signal from the noise,” he says.
“The word status implies a social stratification on a vertical...2022-04-1413 minSuccess That LastsFraming Decisions AppropriatelyIn this solo episode of Success That Lasts, Jared Siegel discusses why outcome bias works against us. He defines “resulting” and shares tips for getting comfortable with uncertainty and making better decisions.
Doing well with money isn’t about what you know; it’s about how you behave. You stand a greater chance of making smarter decisions about wealth if you change the way you think, which affects how you behave.
“Resulting” is a term coined by poker players that defines the tendency to confuse the quality of a decision with the quality of its outcome. In...2022-03-3114 minSuccess That LastsTrying to Predict the Market? Flip a CoinIn this solo episode of Success That Lasts, Jared Siegel discusses why diversification is the key to reducing investment risks. He shares empirical evidence why relying on predictions is ineffective.
“Pessimism is not only more common than optimism, but also sounds smarter, is more intellectually engaging, and is promoted significantly more by financial media than an optimist, who is often viewed as oblivious and ignorant of risks,” Jared shares.
A 15-year study published by the Wall Street Journal found that 92% of active stock-picking managers that make investment decisions based upon their conclusions after looking at the...2022-03-1008 min
HUM Curated PodcastsEp 267: Making The Business 'Fun' Again By Focusing On Your Core And Outsourcing The Rest with Jared Siegel Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)Episode: Ep 267: Making The Business 'Fun' Again By Focusing On Your Core And Outsourcing The Rest with Jared SiegelPub date: 2022-02-08Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationJared Siegel is a Partner at Delap Wealth Advisory, a fee-only RIA based out of Portland that oversees nearly $260 million of assets under management for over 70 client households. Jared has created a high-quality and high-touch experience for his clients by outsourcing operations, which has also allowed him to...2022-02-251h 17Success That LastsFinance 101 with Larry SwedroeLarry Swedroe is the Principal and Director of Research at Buckingham Family of Financial Services. He is also an author and researcher with over 4 decades of experience in personal finance. Larry is a frequent speaker on NBC, CNN, CNBC, and Bloomberg. He joins Jared Siegel to discuss all things financial: inflation, allocation, and even hedging. He shares the peer-reviewed empirical data that informs his strongest convictions. Here are a few highlights from their conversation:
You should never use forecasts to time the market, Larry says, as all evidence shows that it is largely i...2022-02-2457 min
Financial Advisor SuccessEp 267: Making The Business 'Fun' Again By Focusing On Your Core And Outsourcing The Rest with Jared SiegelJared Siegel is a Partner at Delap Wealth Advisory, a fee-only RIA based out of Portland that oversees nearly $260 million of assets under management for over 70 client households. Jared has created a high-quality and high-touch experience for his clients by outsourcing operations, which has also allowed him to focus on the parts of his business that he loves rather than the everyday back-office minutiae. Listen in as we dive into how Jared has re-focused his firm to allow him to do the client-facing work that he really enjoys and the lessons that motivated him to spend more...2022-02-081h 17Success That LastsCareer Lessons with Diane PaddisonDiane Paddison is the founder of 4Word, a non-profit organization dedicated to serving professional Christian Women. She is also Independent Director at the Stan Johnson Company, Harvard Business School Christian Fellowship Alumni Association, and Behringer Harvard Opportunity REIT II, and a member of the National Advisory Board for the Salvation Army. She joins Jared Siegel to discuss her career journey, preparing children for the working world, and 4Word’s mission.Here are a few highlights from their conversation:
Jared asks Diane how she gets clarity on priorities despite having so many commitments. “It come...2021-11-1836 minSuccess That LastsFamily Engagement Plans with Ken WeigelKen Weigel is a strategic advisor, and works in Strategy Advancement at The Bible Project. He’s also Strategic Advisor at The Contingent. He returns in this two part episode of Success That Lasts to discuss family engagement planning and the positive impacts it can have, with Jared Siegel. Here are a few highlights from their conversation:
“So many of us find ourselves just being reactive with the people that we love most,” Jared remarks. “We borrow ideas that we've observed from other families… and the challenge with that is that it's somebody else's fami...2021-11-1122 minSuccess That LastsMora: A Purposeful Pause with Ken WeigelKen Weigel is a strategic advisor and works in Strategy Advancement at The Bible Project. He’s also Strategic Advisor at The Contingent. He joins Jared Siegel to discuss the Mora exercise and many of its benefits. He discusses the role self-care has in business, and what clarity contributes to performance.Here are a few highlights from their conversation:
Running businesses, chasing success, and juggling priorities have leaders charging through life full speed ahead with little time to be still. The purpose of the Mora exercise is to facilitate clarity among clients so th...2021-11-0417 minSuccess That LastsPreparing HeirsIn this solo episode of Success That Lasts, Jared Siegel discusses how families can prepare their heirs for wealth. He talks about the challenges involved in raising children in wealth, and how to combat them.
“Money has the power to buy one's way out of trouble and mitigate both a lapse in judgment and offset a lack of effort,” Jared says. “When this characteristic impacts the younger generation, it insulates them from the natural consequences that we all learn from.”
It’s challenging for parents to find the balance between making a child's life too easy, and...2021-10-2115 minSuccess That LastsStarting Lines & Finish LinesIn this solo episode of Success That Lasts, Jared Siegel shares a heuristic technique that eases the cognitive load of decision-making. “In 2021, we're creating 2.5 quintillion bytes of data every day; 90% of the world's data has been created in the last two years alone. That volume of data is due to double every two years… These vast amounts of data are designed to capture your attention rather than to educate you,” Jared says. “If you're trying to evaluate decisions, don't skip past the obvious,” he adds. “What’s the starting line? What’s the finishing line? An outcome...2021-10-0707 minSuccess That LastsIs Now a Bad Time to Invest?In this solo episode of Success That Lasts, Jared Siegel discusses whether people should consider investing in the stock market at this point in time. “We are told that what goes up must come down, but stock prices are not dictated by those rules of gravity,” Jared says. “Seeing high should not necessarily lead to excitement nor dread about the future returns. Rather, as prices change, that tells us that markets are incorporating new information. History tells us there's no proven way to time the market.”“It's unclear what the next 5 or 10 years will bring,” he...2021-09-3005 min
Straight No Chaser - A Jazz ShowPodcast 849: A Conversation with Jared SchonigWhen drummer/composer Jared Schonig says he wants to go big, he’s not kidding. The music on Schonig’s debut recordings as a leader on Anzic Records, Two Takes Vol. 1: Quintet & Vol. 2: Big Band are meticulously crafted, played with the freedom, abandon, joy and excellence that only top New York City players seem to truly capture simultaneously. With these recordings, Schonig now joins the growing fellowship of drummers fronting their own bands, from Brian Blade to Johnathan Blake to Tyshawn Sorey, as more and more drummers write and lead the group from behind the kit. As Jared...2021-09-2832 minSuccess That LastsProposed Tax Changes for 2022In this solo episode of Success That Lasts, Jared Siegel discusses the recently proposed tax changes for 2022.
“The proposal includes a new top ordinary income tax bracket of 39.6%. This rate would apply to a single filer with taxable income in excess of $400,000 a year or a joint filer with taxable income in excess of $450,000 a year,” Jared shares.
“Another notable change to the estate code would be what appears to be a crackdown on the grantor trust planning strategies,” he adds. “It seems as though the intentionally defective grantor trust would no longer be a viable str...2021-09-2311 minSuccess That Lasts[Replay] Financial Psychology with Moira SomersEnjoy this favorite interview with Moira Somers from the archive discussing the power of financial literacy and the impact of wealth on our psyche and behaviors.Moira Somers is an author, coach, keynote speaker, assistant professor and wealth psychologist. She joins Jared Siegel to discuss financial literacy and the psychological impact of wealth.Here are a few highlights from their insightful conversation:
As a clinical neuropsychologist by training, Moira has observed that there is a profound interface between money and well-being; those who had better relationships to and...2021-09-1637 minSuccess That LastsSuccess That Lasts, and What That EntailsIn this solo episode of Success That Lasts, Jared Siegel discusses what defines success.
Purpose must be deliberately conceived, chosen, and then pursued, according to Jared. Success is subjective to everyone, and we must each choose what it means to us. If we allow others to define our success, we could spend our whole lives chasing after someone else’s definition.
Defining success by an outcome, something out of your control, is more than likely to leave you at the mercy of luck, Jared says. It will never be up to you whether you succeed or...2021-09-0906 minSuccess That LastsNon US Investments? Average Returns? Rising Rates and Stocks?In this solo episode of Success That Lasts, Jared Siegel answers questions about investing outside the US, stock market returns, and stock market performance after rising interest rates.
Many investors want to know why they should invest outside the US. “Don't put all of your eggs into one basket,” Jared warns. “If you wouldn't make a concentrated investment in one single stock, why would you limit your investment opportunities to just one country?... If you limit the geographic exposure of your [stock] portfolio, you're limiting your opportunity set, which may increase your risk and decrease the be...2021-09-0211 minSuccess That LastsEconomic MirageIn this solo episode of Success That Lasts, Jared Siegel talks about the misconceptions and false expectations people have about economics.
“As a wealth advisor, I’ve observed that the most persuasive evidence is whatever you want to be true,” Jared shares. “It's easy to seek out information that only confirms pre-existing beliefs; the incentives for being right when investing are so big that it's hard to think clearly about the decision without getting distracted by the potential rewards.”
The people lauded as expert forecasters are actually no different from the average person, according to Jared. For...2021-08-2620 minSuccess That LastsUnpacking Communication, Mentorship and Leadership with Dick ClarkDick Clark is CEO at The Portland Clinic, the oldest physician-owned, multi-specialty clinic in the Portland area. The Portland Clinic has around 500 employees and has been operational for over 100 years. Dick joins Jared Siegel today to share his insights on communication, mentorship and leadership as a lifelong learner and avid reader with 40 years of work experience.
“I think as business leaders we understand that communication is really a two-way street, and it starts with listening before talking,” Dick remarks. “In any conversation, you should listen before you talk and gain a perspective of where that person...2021-08-1935 minSuccess That LastsDividends and Tax Policy Changes - What You Need to Know to Protect Your PortfolioIn this episode of Success That Lasts, Jared Siegel is answering questions that come up again and again amongst Delap clients. Find out whether or not you should focus your portfolio on dividend-paying stocks, and how to really think about the implications of tax policy changes on your portfolio.Q1: Is focusing your investments solely on dividend-paying stocks a reliable investment strategy? [01:15]
Common misconceptions lead many investors to prioritize dividend payments at the expense of diversification, flexibility, and total investment return.
Dividend payments aren’t guaranteed - in 2009, 50% of dividend-paying companies either eliminated or...2021-08-1211 minSuccess That LastsQualitative Capital & Resilient FamiliesIn this solo episode of Success That Lasts, Jared Siegel talks about qualitative capital, and how we can combat the three-generation cycle of families’ failure to prosper.
“Family businesses are among the world's most enduring and ubiquitous economic and social institutions,” Jared comments. “Through the foundation of social relationships and communities, successful family enterprises are incredible engines for generating wealth and expressing the owners’ values about business and the community.”
Successful families that have been able to manage wealth across three generations for over 100 years demonstrate the following six qualities:
shared values and core purpose;
relational resilience;
long-term business resili...2021-08-0511 minSuccess That LastsWhen is More Actually Less?In this solo episode of Success That Lasts, Jared Siegel explores the paradox of choice, and how money fits into it.
The real goal of life should be about flourishing and independence, Jared says. Independence doesn't mean that you'll stop working; it means you only do the work that you like, with the people that you like, at the times you want, for as long as you want. At the same time, flourishing can be defined as a state in which all aspects of life are good, a state of complete and utter well-being.
We...2021-07-2922 minSuccess That Lasts[Replay] Mentorship and The Power of Financial Literacy with Earl PierceEarl Pierce is the newly appointed CEO of Delap LLP. He has worked at Delap for 15 years. He joins Jared Siegel to talk about his professional journey, mentorship, and the power of financial literacy.Here are a few highlights from their conversation:
Being surrounded by a team of energetic leaders has made his transition into the position of CEO much easier, Earl says. It would have been more challenging to take on the responsibility without their comforting support.
Working in public accounting afforded Earl the opportunity to coach others; it brought him satisfaction...2021-07-2249 minSuccess That LastsFlourishing in the Present TenseIn this solo episode of Success That Lasts, Jared Siegel reminds listeners of the value of living in the present.
It’s easy to assume that acquiring more money will create more choices, power, freedom, security and experiences. In many ways it does, but all these things don’t automatically create flourishing. Flourishing isn’t an accident; it occurs when life is lived intentionally and on purpose.
In order to flourish, you must do well across five domains: happiness and life satisfaction, physical and mental health, meaning and purpose, character and virtue, and finally close social...2021-07-1508 minSuccess That LastsWaking Up - Principles for Effective Living with Dr. Brian LiebreichDr. Brian Liebreich is a psychiatrist and psychosomatic doctor at Providence Health & Services. He is a speaker and the author of Waking Up: Stress Management Principles for Effective Living. He joins Jared Siegel to explore the scientific relationship between our emotional health and physical health.
According to Jared, people often think that more professional success creates more financial success, and that more financial success creates flexibility and flourishing. However, that is not always the case.
We all know the age-old adage ‘money can’t buy happiness.’ “There is no evidence saying that people who earn or have a...2021-07-0838 minSuccess That LastsThink Like An Admissions Officer with Anna IveyAnna Ivey heads Ivey Consulting and is the co-founder and CEO of Inline, a digital tool that provides real-time, in-browser help for every part of the online college application. She is also the co-founder and a board member at Service to School, a non-profit that helps transitioning military veterans get into the best colleges and universities possible. Anna is the former Dean of Admissions at the University of Chicago Law School and the co-author of How to Prepare a Standout College Application (Wiley). She joins Jared Siegel to discuss the evolving landscape of college admissions, the resources available, and...2021-07-0147 minSuccess That LastsHigh Performing CulturesIn this solo episode of Success That Lasts, Jared Siegel continues discussing the effect of organizational culture on performance, and why it’s important for leaders and stakeholders to be proactive about cultivating the right culture. He talks about how leaders can use total motivation to encourage the culture they desire at work.Here are a few highlights:
“Good is the enemy of great,” Jared quotes. In an ironic twist, it has been shown that good performance can lead to cultural complacency. Often, culture is a category that is both core ideology and someth...2021-06-2417 minSuccess That LastsHigh Performing Cultures & Desirable Difficulties with Maggie HudsonMaggie Hudson is the President and CEO of Santiam Hospital, a 40-bed acute care hospital serving over 30,000 people a year. She joins Jared Siegel to share what it was like to become CEO during a pandemic. She also discusses how diverse professional backgrounds impact professional range, as well as trust, desirable difficulties, and how to build a high-performing culture.Here are a few highlights from their conversation:
Maggie shares her professional journey, which took her from accounting to becoming CEO of Santiam Hospital. She explains how her diverse professional background helped her tackle...2021-06-1738 minSuccess That LastsInflation, Debt, and Taxes... How to prepare - with Larry SwedroeLarry Swedroe is the Principal and Director of Research at Buckingham Family of Financial Services. He is also an economic speaker, author, and researcher, with over 4 decades of experience in personal finance. Larry is a frequent speaker on NBC, CNN, CNBC, and Bloomberg. He joins Jared Siegel to discuss national debt, the possibility for tax changes, and how to predict and measure inflation in a more objective way. He shares what paradigm shifts investors should be considering today to protect and preserve their purchasing power going forward.Here are a few highlights from their...2021-06-1056 minSuccess That LastsExploring the Last 2 Decades of Technology with Scott RothScott Roth is CEO at LegitScript, an organization that combines technology, big data, and the world’s leading team of experts to help companies of all sizes keep their services legal and safe for consumers. Scott is also a board member for Portland Opportunities Industrialization Center, Inc. He joins Jared Siegel to discuss the last 20 years in technology; they explore IPOs, building team trust as a new leader, marketing success in a virtual world, and more. Here are a few highlights from their conversation:
A valuable asset as a marketer is understanding where the...2021-06-0336 minSuccess That LastsStillness Aims the Archer’s ArrowIn this solo episode of Success That Lasts, Jared Siegel looks back on his journey to hosting the podcast and some lessons he learned along the way. He talks about the importance of stillness, and how to make it an asset. Here are a few highlights:
Jared talks about his journey and experience being a podcast host. “Starting a podcast has been a lot of fun, but it's [also] been a humbling experience,” he shares. “Learning how to do anything new is always a little bit difficult, but it’s a lot more challengi...2021-05-2714 minSuccess That LastsFuture Proofing Your Family Business with Jordan PapeJordan Pape is the CEO of the Pape Group, an end-to-end solutions provider in the capital equipment industry. The Pape Group was founded in 1938 and has since grown to over 130 locations and more than 3,500 employees. From his own experience as a 4th generation business owner, Jordan understands the dynamics of running a family business and navigating ownership transitions. He and Jared Siegel explore topics such as capital allocation decisions, people management, and preparing the next generation for the challenges and complexities of wealth.Here are a few highlights from their conversation:
“Most people co...2021-05-2049 minSuccess That Lasts99.9% Driven By This Invisible InformationIn this solo episode of Success That Lasts, Jared Siegel explores the concept of classical conditioning and talks about how bridging neuroscience and economics can enhance financial decision-making. Here are a few highlights:
Jared explains classical conditioning and its origins. “Researchers have been able to pair these insights with new technologies to dig even deeper and identify new insights in how we make decisions. I believe these insights, if applied to our lives, offer an opportunity to make more profitable financial decisions,” he remarks.
Even though we are 99.9% unaware of dopamine release, we are 99...2021-05-1316 minSuccess That LastsWhat Biden's Proposed Tax Plan Means for You with Joe SeifertJoe Seifert is a partner, CPA, and the leader of the Homebuilding practice at Delap LLP. For over a decade, Joe has been providing clients with taxing and accounting services in various industries such as construction, assisted living, manufacturing, and retail. He joins Jared Siegel to discuss President Biden’s proposed tax plan and the potential implications for listeners. Here are a few highlights from their conversation:
President Biden’s tax proposal may raise as much as $3.3 trillion over the next decade, Jared says. He is expected to raise long-term capital gains tax on we...2021-05-0617 minSuccess That LastsBecoming Time AffluentIn this solo episode of Success That Lasts, Jared Siegel shares what brings the greatest return on our time and increases our chances of experiencing true happiness.Here are a few highlights:
According to research, happiness may depend less on how much of each resource is available to us and more on how much we focus on each resource. Perhaps the most important factor is how we choose to spend our time and money.
People who are time poor are less happy, less productive, and more stressed out. Ironically, physical wealth can exacerbate...2021-04-2921 minSuccess That LastsReplay: The Neuroscience of Mindfulness with David MillerThis week's episode is a favorite from the Success That Lasts archives.David Miller is the Chief Technology Officer of Dynamic Light, a company that develops next-generation technology for blood flow monitoring. He chats with Jared Siegel about their neurotechnology, entrepreneurship, and mindfulness.Here are a few highlights from their stimulating conversation:
Dynamic Light was created based on David’s work on laser speckle contrast imaging.
David says the hardest transition during this experience has been moving from the sense of “I know the technology” to the sense of “I...2021-04-221h 14Success That LastsProper Preparation for Business Transitioning with Dave DelapDavid DeLap is a tax partner and CPA at Delap LLP and a long-time friend of Jared Siegel. With over 35 years of experience, Dave is a seasoned expert in accounting and wealth advisory, specializing in estate and succession planning for closely-held family businesses. He joins Jared Siegel to discuss exit planning and family enterprises.Here are a few highlights from their conversation:
“Exit planning combines a plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer and social capital,’ Jared explains. The...2021-04-1526 minSuccess That LastsThe Art of Wise Money ManagementJared Siegel shares how he invests, saves, spends, gives, and borrows money in this solo episode of Success That Lasts.Here are a few highlights:
A study done in 2008 revealed that professional money managers and stock pickers usually have none of their own money invested in their own funds. Very few actually invest in their own funds because they know the odds, Jared says.
Vanguard and the Wall Street Journal have done research spanning a collective 15 years which shows that active stock pickers typically underperform their benchmark. According to Jared, the long-term track...2021-04-0822 minSuccess That LastsOn Real Estate and Generational Business with Vanessa SturgeonVanessa Sturgeon is President and CEO at TMT Development, as well as the founder of Sturgeon Development Partners. She has over 20 years of experience in developing and managing mixed-use high-rise assets in Oregon and Washington and is passionate about giving back to the community. She joins Jared Siegel to discuss a plethora of topics, including civic responsibility, generational family businesses, time and priority management, and real estate. Here are a few highlights from their conversation:
The average person is good at identifying problems, but very few people organize and take action to address t...2021-04-0138 minSuccess That LastsPurpose, Passion, and Identity with Kellen ClemensKellen Clemens is a former NFL quarterback and Partner and Head of Elateus Sports at Elateus. Although his career was athletics for over a decade, he did not let it become his primary identity. Kellen joins Jared Siegel to talk about his experience of transitioning careers and rediscovering purpose, passion, and identity. Here are a few highlights from their conversation:
Elateus is the exclusive provider of a comprehensive behavioral assessment for the US and North America called Prism Brain Mapping. They use Prism to help recruit, build and develop high-performing teams. Kellen briefly d...2021-03-2541 minSuccess That LastsThe Ultimate Question for Your Business with Casey CorriganCasey Corrigan is the Vice President of Sales at AskNicely. Casey is passionate about helping businesses extract value from their data to improve their overall business results via customer experience. He joins Jared Siegel to discuss the significance of the Net Promoter Score, and how it can help you earn the passionate loyalty of your customers while inspiring the energy, enthusiasm and creativity of your employees.Here are a few highlights from their conversation:
There are very tangible benefits to understanding what makes a great customer experience, delivering it more...2021-03-1845 minSuccess That LastsChange Readiness with Dr. Chris MasonDr. Chris Mason is an experienced business leader and owner and director of several companies ranging in size from 12 to 800 employees. He has authored two books, Value To Others (2017) and Change Success (2019), and is a member of the American Psychological Association. His extensive research into Industrial and Organizational Psychology, in which he has a PhD, has allowed him to glean new insights into change management and a new change success theory. He joins Jared Siegel today to discuss his research and how it can be applied. Here are a few highlights from their conversation:2021-03-1144 minSuccess That LastsGritty Patience: Going Slow to Go Fast with Natalie Heacock and Sarah PadfieldSarah Padfield, CPA is a Partner at Delap, LLP, specializing in financial statements, consulting, assurance, and employee benefit plans. Natalie Heacock, CPA, MBA is a Corporate Controller at Patrick Lumber Co. They join Jared Siegel to discuss how important patience is to success, and why taking it slow in the present helps you go faster in the future. Here are a few highlights from their conversation:
“There are a lot of different textures to our identity”, Jared comments. “Who we are at the office is just another mask we wear.”
Overnight success isn’t a thing, S...2021-03-0438 minSuccess That LastsThe Value of Exit PlanningJared Siegel talks about value acceleration and exit planning and uses scenarios to explain the importance of good business strategy in this solo episode of Success That Lasts.Here are a few highlights:
According to studies conducted by the Exit Planning Institute, 99% of business owners agreed that having a transition strategy is important for both their future and that of their businesses. However, 79% had no written transition plan, 48% had done no planning at all, and 94% had no written personal plan.
Value acceleration helps measure the values of your intangible assets against other organizations...2021-02-2516 minSuccess That LastsCreating Wealth vs. Preserving WealthJared Siegel talks about wealth, pessimism vs. optimism, and the Dunning Kruger effect in this solo episode of Success That Lasts.Here are a few highlights:
Value acceleration is a process that uncovers the answers to personal, financial, legal, and tax questions in the operations of a business. The aim is to maximize the value of the business at the time of exit, minimize taxes, and protect, harvest, and manage personal and professional wealth.
We all have biases that we may be unaware of. “Knowing what you don’t know is wisdom,” Jared remark...2021-02-1819 min
The Admired Advisor PodcastWealth Management and the Importance of Alignment with Jared SiegelIn this episode, Steve talks with Jared Siegel, Partner at Delap Wealth Advisory in Lake Oswego, Oregon. With a background in financial literacy, Jared began working at Delap primarily in business development before he was promoted to Partner and eventually tasked with creating a wealth advisory practice from within. Jared credits the firm’s successful expansion with a company-wide alignment on culture, objectives, and metrics. He stresses the importance of moving forward as a united front rather than individually. Jared also leans on evidence-based investment and the principles of essentialism. Jared and Steve tal...2021-02-1535 minSuccess That LastsGoals are Dreams with Deadlines with Scott Williams and Craig WanichekScott Williams is a partner at Delap LLP, specializing in taxation and insurance, with almost two decades of experience in audit and accounting services. Craig Wanichek is the President and CEO of Summit Bank, and he has accrued more than 25 years of banking experience. They join Jared Siegel to talk about how goal-setting influences success.Here are a few highlights from their insightful conversation:
Fundamentally, our lives become the sum of our decisions; goals are a way to focus our attention and time, Jared says. “If you want to be happy, set a go...2021-02-1139 minSuccess That LastsHappy Podcast Anniversary! with Jared SiegelJared leads Delap Wealth Advisory and is a partner and the Chief Development Officer at Delap. Fittingly, the podcast's first-ever guest, President of Cobalt Development Bart Dickson, acts as the host for this week’s show. He and Jared talk about wealth and the importance of planning.Here are some highlights from their conversation:
Jared shares his professional background, from college football, to being an entrepreneur, to eventually joining Delap LLP, and then becoming the head of their wealth advisory sister company.
Bart asks Jared to describe his role as wealth manager. It’s a c...2021-02-0448 minSuccess That LastsThe Truth About Successful Conversation with Dan SolinDan Solin is a coach, consultant, and the President and founder of Solin Strategic LLC and Evidence Based Advisor Marketing. He is the New York Times best-selling author of the Smartest series, of which the most recent is The Smartest Sales Book You'll Ever Read. He joins Jared Siegel to discuss his book, and how to implement the research-based approaches discussed in the book in your personal life. Here are a few highlights from their conversation:
Dan believes that 95% of financial media is misleading noise which drowns out the sound, academically-based information about t...2021-01-2842 minSuccess That LastsStrategic vs Tactical Tax Planning with Aaron NewellAaron Newell is the Senior Tax Manager at Delap LLP. He joins Jared Siegel to discuss tax management and estate planning.Here are a few highlights from their conversation:
Jared asks Aaron how he stays up to date with the rules, regulations, and planning opportunities of the frequently-changing tax laws. “With today’s age of technology, there’s always a lot of information available at our fingertips, and [staying up to date] requires a continuous investment [of time] in researching and figuring out how [the research] applies to your client,” Aaron replies.
When it comes...2021-01-2133 minSuccess That LastsCultivating Organizational Health with Chris JensonChris Jenson is the Principal Consultant at The Table Group, and board member and Vice President of Elite Tree Service, Inc. He joins Jared Siegel to discuss the importance of organizational health, effective meeting strategy, and trust.Here are a few highlights from their conversation:
Chris shares that The Table Group, started by Patrick Lencioni, was founded to provide assistance to companies for cultivating and maintaining good organizational health.
Jared asks Chris to make a distinction between the two types of trust. The average team’s foundation of trust comes from being able to...2021-01-1440 minSuccess That Lasts5 Lessons from 2020Jared Siegel reflects on the year 2020 and the 5 lessons learned.Here are the highlights:
Luck and risk are siblings: they both play a critical role in our life’s outcome, and they both are guided by things other than our own efforts.
When we experience personal, professional or financial success, we have to master the skill of knowing when enough is enough, and learning how to be content without becoming complacent.
“People are frugal in guarding their personal property,” Jared quotes, “but as soon as it comes to squandering their time, they’re the most w...2021-01-0709 minSuccess That LastsVulnerability Based Change with Ryan BoatsmanRyan Boatsman is a partner and the COO at DeLap LLP. He has more than a decade of experience in public accounting. He joins Jared Siegel to discuss vision, change management, strategy, and organizational health.Here are a few highlights from their conversation:
“The benefit of failure is an objectivity that success simply can’t offer,” Jared tells Ryan. He asks Ryan about the role that failure has played in his life and how he has earned from it.
Ryan sees strategy as a roadmap to the future. “It’s looking into the future and...2020-12-2440 minSuccess That LastsThe Last Deal - Making a Difference During Business ExitsMatt Plooster is the CEO and Co-Founder of Bridgepoint Investment Banking – a boutique firm that focuses on Middle Market Business Owners, helping them sell their businesses as effectively and profitably as possible. Many business owners will spend 20, 30, 40 years or more building something – but they’re only going to sell it once. This is a high-risk proposition, and companies like Matt’s are there to smooth the way.· Matt shares his story about getting into investment banking, an industry notorious for long hours and hard work. Starting his career right after the dot com bust, the firm was highly unders...2020-12-1045 minSuccess That LastsA Little Extra Tax Planning Strategy with Matt MattecheckMatt Mattecheck has been a Partner at Delap, LLP for 17 years. He spent his career helping auto dealers and real estate investors understand and navigate finance and tax strategy. He joins Jared Siegel to discuss how extra strategy and intentionality in your tax planning can offer a larger return on investment.Here are a few highlights from their conversation:
Matt has noticed that clients who have roughly the same levels of professional and financial success often have different effective tax rates. This is due to the ways they allocate time and focus across...2020-11-2524 minSuccess That LastsDangerous or Just Scary?Jared Siegel talks about the key differences between things that terrify us and things that are real hazards, in this solo episode of Success That Lasts.Here are a few highlights:
We are bad at differentiating between things that scare us and things that present real danger to our lives because we’re more relaxed around things we are acquainted with, Jared says. The average person is more likely to die in a car accident than in a plane crash, yet flying garners more fear than zipping down the highway at 75 mph.
Companies tha...2020-11-1213 minSuccess That LastsThe Power of Perspective When Planning with Ken WeigelKen Weigel is all about strategy. He is a strategy consultant and the Strategic Advisor at The Contingent. He works in the Strategic Advancement department of The Bible Project. He joins Jared Siegel to talk about the importance of perspective in planning.Here are a few insights from their conversation:
“Often it isn’t the mountains ahead that wear us out, it’s the little pebble in our shoes,” Jared quotes. Perspective is important; something that may seem small today may have the potential to be a disaster in the future.
People dislike the idea...2020-10-2949 minSuccess That LastsEntrepreneurship with Jerry Carleton and Joe SullivanJerry Carleton is the Principal and Founder of Immix Law. Joe Sullivan is a partner at Delap LLP. They join Jared Siegel to discuss entrepreneurship.
Jerry and Joe talk about the origins of their careers and how they achieved success.
“It takes a special kind of crazy to have the audacity to create something where nothing exists,” Jerry says, “and to look at the opportunity to succeed rather than all the reasons for failure.” “It takes an optimistic kind of crazy to look at the odds for success and still walk into them,” Jared adds.
Jerry and Joe...2020-10-1542 minSuccess That LastsThe Value of Resilience and Planning with Mark HornibrookMark Hornibrook is the CEO of Precoa, a company specializing in pre-need planning and marketing. He joins Jared Siegel to discuss resilience, adversity, and funeral planning. Here are a few highlights from their conversation:
If you don't prioritize your organizational culture, it will build itself. Culture is not neutral; it's always growing and evolving. The default culture is one where everyone seeks their own interest, so if you want something different, you will have to manage it.
The happier and more successful you are in all other aspects of their life, the more e...2020-10-0841 minSuccess That LastsEffective Time ManagementJared Siegel uses the rocks, pebbles, sand, and water in a jar story as a motif to discuss effective time management in this solo episode of Success That Lasts.Here are a few highlights:
We often mistake being busy with being important. However, when we’re busy but not effective, it creates stress.
The foundations for effective time management are laid when you identify your priorities - your “big rocks.”
“You waste years by not wasting hours,” Jared quotes. He talks about the dichotomy of being highly effective while also freeing your mind to think in...2020-10-0118 minSuccess That LastsThe Sum of Our ChoicesJared Siegel talks about choices and priorities in this week’s solo episode of Success That Lasts.Here are a few highlights:
Psychologists have estimated that, on average, an adult makes 35,000 decisions a day. Every choice you make consumes a resource, Jared claims.
If we do not prioritize our lives, someone else will do it for us. We need to be intentional if we want to have control over our lives.
When embarking on a new project or goal, begin with the purpose in mind, instead of the strategy to achieve it. Starting wit...2020-09-2413 minSuccess That LastsEffective Change Management with Kyle RenaldsKyle Renalds is the Advisory & Assurance Senior Manager at Delap LLP with over sixteen years of experience in taxation, consulting and assurance. He joins Jared Siegel to discuss change and the relationship between success and adaptability.Here are a few highlights from their conversation:
In the real world, we encounter setbacks and temporary failures that can be repositioned as learning opportunities.
A study from Harvard found that 70% of change initiatives in companies fail. Change is pain; it triggers specific areas of our brains and provokes physiological discomfort. Our biology is change averse.
Understanding th...2020-09-1730 minSuccess That LastsPlanning Opportunities in 2020 with Jeanne McMainsJeanne McMains is the Senior Vice President of Complex Gift Solutions at the National Christian Foundation. She is also a speaker, author and coach at Foreground Solutions and is on the Board of Directors for MOPS International. She joins Jared Siegel today to discuss wealth, generosity, and the planning opportunities that are uniquely available to us in 2020.Here are a few highlights from their conversation:
A donor-advised fund allows donors to grow contributions typically tax-free and give grants to their favorite charities at their convenience. Jeanne calls it a give-grow-grant.
When making estate p...2020-09-1042 minSuccess That LastsThe Pillars of Estate Planning with Mike HackardMike Hackard is the sole shareholder of Hackard Law Firm and an attorney with over four decades of experience, specializing in estate litigation. He joins Jared Siegel to discuss the pillars of great estate planning, the predictable traps that people often forget to avoid, and ways to protect aging loved ones from legal challenges as they experience diminished capacity.Here are a few highlights from their conversation:
Jared says an estate litigation attorney is like a paramedic or EMT: he is a first responder to bad or failed planning.
Even if you have a...2020-09-0340 minSuccess That LastsWhy We Need Mentorship with Greg SherwoodGreg Sherwood is the President and Chief Investment Officer of Quest Investment Management, an institutional investment advisory firm based in Portland. He has been on the board of executives at Quest for 31 years, and has over three decades of experience in investment advisory. He joins Jared Siegel to discuss the benefits and importance of mentorship, and why the world needs it now more than ever. Here are a few highlights from their conversation:
Things have never been better for those in industries that benefit from remote working. However, in other industries like hospitality a...2020-08-2740 min
Eating EnlightenmentEating, Neuroscience and Spirituality with Jeffrey SiegelGet ready to learn about eating, neuroscience and spirituality with Jeffrey Siegel. Jeffrey's background includes: - struggling and healing eating habits - studied neuroscience and Buddhism - coach, speaker, trainer and much more In this episode of Eating Enlightenment: - we talk about how to integrate body and emotions - our journey's of eating struggles and studying mindfulness wisdom - spiritual activism - how you can get started healing your own eating struggles Resources: - take the...2020-08-1326 minSuccess That LastsThe Importance of Cybersecurity with David BuchananDavid Buchanan is a partner at Delap LLP and serves as their Chief Information Security Officer. He is also a participant in the X9 F6 Working Group, an organization dedicated to the development of security standards for the retail payments industry. David has spent his entire career helping companies protect and manage their cybersecurity exposure. He joins Jared Siegel to discuss the importance of cybersecurity and cybersecurity education programs.Here are a few highlights from their conversation:
Technology transforms your capacity to continue to work and add value remotely. It can, however, also...2020-08-1336 minSuccess That LastsEffective Change Management with Allan KoltinAllan Koltin is the founder and CEO of Koltin Consulting Group, a professional consulting firm that specializes in strategic planning, mergers and acquisition, profit improvement, and executive coaching. He joins Jared Siegel today to discuss the key ingredients to effective change management in our personal and professional lives.Here are a few highlights from their insightful conversation:
The harder you try, the luckier you get. Allan recounts many failures early in his short-lived career in public accounting, and gives words of wisdom about the relationship between success and failure. If you’re not fa...2020-07-3041 minSuccess That LastsManaging Your Time Wisely with Paul SchlumpbergerPaul Schlumpberger is an experienced business executive in charge of managing five businesses. He joins Jared Siegel to discuss time management, overcoming fear, building an efficient and effective team, and juggling the professional and personal demands of life.Here are a few highlights from their conversation:
Paul has developed an acronym for what he believes are the five sources of fear: SURF-T, which stands for Success, the Unknown, Rejection, Failure, and Time. He uses this acronym to categorize fear whenever he experiences it.
Entrepreneurship is different from intrapreneurship, Jared says. Starting from scratch...2020-07-1642 minSuccess That LastsFinancial Psychology with Moira SomersMoira Summer is an author, coach, keynote speaker, assistant professor and wealth psychologist. She joins Jared Siegel to discuss financial literacy and the psychological impact of wealth.Here are a few highlights from their insightful conversation:
As a clinical neuropsychologist by training, Moira has observed that there is a profound interface between money and well-being; those who had better relationships to and with money seemed to have much better outcomes than those who didn’t.
Though we generally consider ourselves to be rational beings, data shows that we may have biological predispositions to mak...2020-07-0238 minSuccess That LastsThe Necessity of AntifragilityJared Siegel talks about antifragility, resilience, and growth during adversity in this week’s solo episode of Success That Lasts.Here are a few highlights from the episode:
Antifragility goes beyond resilience and robustness; the resilient resists shock and stays the same, but the antifragile grows stronger when faced with adversity. Jared likens antifragility to muscles which get stronger with strain, trees whose roots grow deeper in strong wind, and the renewal and restoration of the earth after forest fires.
The pandemic has brought with it new opportunities for companies in the manufacturing an...2020-06-1818 minSuccess That LastsMentorship and The Power of Financial Literacy with Earl PierceEarl Pierce is the newly appointed CEO of Delap LLP. He has worked at Delap for 15 years. He joins Jared Siegel to talk about his professional journey, mentorship, and the power of financial literacy.Here are a few highlights from their conversation:
Being surrounded by a team of energetic leaders has made his transition into the position of CEO much easier, Earl says. It would have been more challenging to take on the responsibility without their comforting support.
Working in public accounting afforded Earl the opportunity to coach others; it brought him satisfaction...2020-06-0451 minSuccess That LastsCommunications and PR with Ann SmithAnn Smith is the President and Founder of A.wordsmith, a boutique communications firm that specializes in thought leadership. She joins Jared Siegel to discuss how her business operates, as well as share some insights she obtained from her 10+ years in business.Here are a few highlights from their conversation:
One’s ability to create content is easier, faster, and cheaper than it possibly ever has been, which may lead to a disintermediation, says Jared. This phenomenon has created an echo chamber of content where businesses are clamoring for attention.
Some of the gr...2020-05-2148 minSuccess That LastsFocusing on Culture with Shannon Inukai-CuffeeShannon Inukai-Cuffee is the President of Dick’s Auto Group and a second generation business owner. She joins Jared Siegel to share insights and resources that contributed to her growth as a business leader and owner. Here are a few highlights from their conversation:
People often say accounting is the language of business; Shannon says that her start in the accounting office taught her the transactional side of the business.
Honesty and integrity were core values instilled into Shannon and her brother Scott by their father. His mantra was: never lie, steal or che...2020-05-0737 minSuccess That LastsAlex Potts, Chairman of Buckingham Strategic Partners, joins Jared Siegel to discuss his organization’s leadership principles, company culture, and exit planning as a successful business leader.Alex Potts is the Chairman of Buckingham Strategic Partners, a partnership firm in investment management. Alex founded the business when he was 31 and over the next years grew it to a leader in the industry. He joins host Jared Siegel to discuss his organization’s leadership principles, company culture, and exit planning as a successful business leader.Here are a few highlights from their conversation:
Growing up with little wealth gives you a different appreciation for money.
Alex believes that the younger a person is, the more important it is for parents or gr...2020-04-2348 minSuccess That LastsNavigating Financial Turbulence with Kevin AdamsKevin Adams is the founder, CEO, Managing Director and Principal of The Mountain Group, LLC. With over 25 years of experience, Kevin is an expert in guiding firms through periods of difficulties. He joins host Jared Siegel to share insights he has garnered while helping over 100 companies through turbulent times. Here are a few highlights from their conversation:
The rapid onset of COVID-19 has introduced business owners to a new level of economic and financial uncertainty.
The Mountain Group works as a shareholder representative and specializes in financial restructuring, bankruptcy, and acquisitions/divestitures.
Kevin wa...2020-04-0941 minSuccess That LastsBridging the Identity Gap with Anthony TrucksAnthony Trucks is the President and CEO of Anthony Trucks Industries. He is also an author, professional speaker, consultant and former NFL player. He joins Jared Siegel to talk about taking risks, making bold and “unconfident” decisions, and bridging the identity gap.Here are some highlights from their conversation:
Jared advises that in the current global state of chaos and disorder, we should remain focused on important things. Our attitudes and belief in our identity are connected to our ability to navigate this moment of uncertainty.
Anthony’s tagline is “Make success second nature.”...2020-03-2639 minSuccess That LastsThe Neuroscience of Mindfulness with David MillerDavid Miller is the Chief Technology Officer of Dynamic Light, a company that develops next generation technology for blood flow monitoring. He chats with Jared Siegel about their neurotechnology, entrepreneurship, and mindfulness.Here are a few highlights from their stimulating conversation:
Dynamic Light was created based on David’s work on laser speckle contrast imaging.
David says the hardest transition during this experience has been moving from the sense of “I know the technology” to the sense of “I don't really know how people are going to view it.”
Innovators like Steve Jobs have the ab...2020-03-121h 14Success That LastsA Trip Down Memory Lane with Dave DeLapDavid DeLap is a tax partner and CPA at DeLap LLP and a long-time friend of Jared Siegel. Dave is a seasoned expert in accounting and wealth advisory with over 35 years of experience. He and Jared chat about their experiences throughout the years, as well as the knowledge they obtained and how they have helped one another throughout their journey.Here are a few highlights from their exciting conversation:
Jared quotes his former coach, “A goal would be the measurable, specific activities that precedes the outcome or result.”
Trust is the key to lead...2020-02-2752 minSuccess That LastsMaintaining the Family Business with Mark WickmanJared Siegel chats with Mark Wickman, founder of Family Business Council and author of The Family Business Teeter Totter, in this week’s episode of Success That Lasts. Mark has been a business owner for over 25 years. His role as a family business counselor, as well as his experience as a financial advisor, allows him to assist families with problems they have in their businesses. He and Jared discuss reasons why family businesses fail, and how to keep them alive. Here are a few highlights from their informative conversation:
Only 3% of family businesses mak...2020-02-1350 minSuccess That LastsMaking Sense of CAT with Harriet StrothersJared Siegel’s guest on this week’s Success That Lasts show is Harriet Strothers, state and local taxes (SALT) expert, CPA and advisor at Delap. Having worked in both public and private accounting, her understanding of both sides allows her to help her clients in innovative ways. She chats with Jared about the new Corporate Activity tax (CAT) and the opportunities and traps it presents for business owners.Here are a few highlights from their conversation:
Jared says that SALT is incredibly dynamic: it feels like there is always another complicated new law...2020-01-3025 minSuccess That LastsOn Being A Purposeful, Thoughtful Leader with Bart DicksonIn this episode of Success That Lasts, Jared Siegel interviews Bart Dickson, President of Cobalt Development. Bart also chairs the Industrial Athlete campaign which raises money and awareness to address the health and social challenges skilled workers face. Here are a few highlights from this week’s show:
Leadership is not about a title, Bart says. It’s about helping others reach their potential.
Like a kaleidoscope, success is not one dimensional, Jared says. Its many textures include:
Happiness - what really makes you happy;
A sense of achievement;
Purpose - you're contributing to the...2020-01-1639 minSuccess That LastsIntroducing Success That LastsIn this introductory episode of Success That Lasts, host Jared Siegel shares how the podcast came to be, what he's going to be exploring, and what you can expect to learn about success you can feel confident in.2019-11-0103 min
Fresh Fusion41: Mental Health and the Creative FreelancerA few years ago I realized I was suffering from acute depression. It was affecting my work and my quality of life. Today, I am doing much better, but I must remain vigilant not to slide back into old patterns and negative mindsets. As a creative freelancer, there are certain pitfalls which can have an adverse effect on my mental health, and that’s what I talk about in today’s episode. NOTE: you don’t have to be a freelancer to appreciate today’s conversation! There’s a little something here for everybody. 🙂
Topics include:
Dealing with...2019-10-0837 min
Testudo Talk PodcastouTTakes Episode 2: Women's British Open with Ludovica FarinaMaryland's Ludovica Farina qualified for the Women's British Open over the summer, making it through a 12-person playoff to do so. In the second edition of ouTTakes, she sits down with Thomas Kendziora to talk about her experience and what she remembers most from it. Then Jared Goldstein hops on to talk golf and say farewell to the site.
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2018-10-1645 min
Testudo Talk PodcastTestudo Times Podcast 127: Bowling over Bowling GreenThomas and Jared join Matt to go over Maryland running over Bowling Green, and what can be taken from the performance, if anything. They also talk over the announcement that the Walters Report findings will be released next week, non-revenue sports and touch on the death of Mary Gossett.
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2018-09-1337 min
Testudo Talk PodcastTestudo Times Podcast 106: Husks of themselvesJared and Thomas join Matt to go over another frustrating set of results for Maryland basketball, particularly on the road, marvel at how the women are doing with a similar short deck, comment on the beginning of the lacrosse season as well as Ken Montgomery's commitment to the football team on signing day. We also give Jared an interesting story idea. Hopefully he takes it. Enjoy the show!
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2018-02-1446 min
Travel Tales with Mike SiegelJared Schwitzke
With a name like AirMule, it's got to be on the level, right? Turns out, yes it is! Jared Schwitzke talks about his air courier company that pays passengers to bring packages to China and back.
2018-01-2548 min