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Showing episodes and shows of
Keith Dorson
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Insights
Risk Management Insights w/ Greg Robinson
Keith is joined by Greg Robinson, an attorney with decades of experience across various fields of legal matters. Today, they discuss a number of life altering risks that need to be avoided and methods for doing so.
2025-11-30
41 min
Insights
When Culture was the Moat: The Rise and Drift of Southwest Airlines
For nearly 45 years, Southwest Airlines defied gravity — not just in the skies but in business. Herb Kelleher built an airline where culture was the moat and people came first. After his passing, that magic began to fade. In this episode, Keith Dorson unpacks how a founder’s philosophy created decades of success — and what every entrepreneur, leader, and small business owner can learn about building a system and a culture that lasts.
2025-11-15
09 min
Insights
Biblical Alpha Creed
Today Keith shares what he calls his Biblical Alpha Creed, a motto inspired by biblical principles to live by. In the financial world, 'Alpha' typically refers to the additional, typically unexpected, value that is added. The Biblical Alpha Creed is about how to live while increasing in value to yourself and to others. Give it a listen!
2025-11-01
09 min
Insights
One Big Beautiful Bill With Sharon Lewis
Keith Dorson sits down with EA Sharon Lewis to discuss the tax changes that the One Big Beautiful Bill introduces. The One Big Beautiful Bill, or OB3 as Sharon calls it, has beneficial changes for all sorts of individuals and not just the upper class. They break down what benefits might be hiding inside and what you need to do to make sure you take advantage of them. There is so much to cover, this is episode is extra long to make sure they could fit it all in.
2025-09-30
1h 01
Insights
7 Habits of Highly Effective People - Faith Edition
In this episode, Keith unpacks Stephen Covey’s timeless 7 Habits of Highly Effective People—but with a fresh perspective rooted in Scripture. You’ll hear how each principle aligns with biblical wisdom, from living proactively to sharpening the saw, and how these habits are not just good advice for success, but enduring truths that have guided believers for centuries. Whether you’re a business leader, parent, or simply seeking personal growth, you’ll walk away inspired to apply these habits with deeper meaning, purpose, and faith.
2025-08-31
19 min
Insights
Fibonacci Cheat Sheet for Investors
In this episode of Insights, Keith explores the timeless beauty of the Fibonacci sequence—and how investors use it as a powerful tool to navigate the markets. From its origins in nature to its application in identifying support, resistance, and potential trend reversals, you’ll discover how Fibonacci retracement levels reveal patterns hidden in price movements. Whether you’re a seasoned trader or just market-curious, this episode will help you see the market’s rhythm in a whole new way. Nautilus Shell: https://www.dropbox.com/scl/fi/s7f32w0re7ia2bjmxg62a/ChatGPT-Naut-Shell.png?rlkey=542i...
2025-08-15
09 min
Insights
Create Now
In this episode, Keith shares a powerful process for doing the hard things right now. He shares his creative process that he practices regularly and why you should be doing the same. Learn how to self-motivate, simplify the impossible, and create momentum when it matters most. Tune in and start creating, now. We apologize in advance of the audio quality of this particular recording. Though we tried our best to improve the audio, some anomalies could not be removed. For the inconvenience, a transcript of the podcast is available below. https://www.dropbox.com/scl/fi/k...
2025-07-31
23 min
Insights
Ideal Health - Data, Information, Knowledge, and Wisdom
In this episode, Keith cuts through the noise and reveals a clear, realistic path to attaining ideal health—one built on simple, sustainable steps you can actually follow. Along the way, we break down the crucial difference between data, information, knowledge, and wisdom—and why understanding that difference is the key to real, lasting change. If you’re ready to stop spinning and start progressing, this one’s for you.
2025-06-30
27 min
Insights
Speed Reading 101
In today's episode, Keith covers the basics on speeding reading and what is holding you back from reaching your literary potential. Most people read well below the max for a number of reasons. Listen for what might be holding you back and what you can do to improve.
2025-06-15
28 min
Insights
Questions for Business Owners to Increase Value and Exit
In today's episode, Keith brings up insights in the form of questions designed for business owners to find ways to increase the value of their business and successfully exit for the right amount at the right time. The episode covers everything from forward looking questions, to growth and scalability, team, and leadership transferability. A worth while listen for any business owner at any state of the business cycle.
2025-05-31
24 min
Insights
Do Hard Things - Thoughts on Thoughts
In this episode, Keith explores the invisible force behind every success and setback—your thoughts. Are your thoughts building you up or silently holding you back? Discover how thoughts become the architects of your life, how to audit your mental filters like a CEO, and why stillness is the ultimate amplifier. If you're ready to upgrade your mindset, tune in and learn how to plant better mental seeds that create the freedom and future you deserve.
2025-05-15
09 min
Insights
Why Some People Struggle While Others Thrive
In this episode, Keith explores the powerful role that mindset, beliefs, and values play in shaping a person's success—or struggles. Why do some individuals unlock life's potential while others feel stuck? Join Keith as he uncovers the foundational insights that separate thriving lives from surviving ones, and learn practical ways to cultivate a mindset built for lasting growth and fulfillment.
2025-04-30
16 min
Insights
Council of Giants: Part One
In this special episode, Keith sits down with his son, Kalen Dorson, for a heartfelt and thought-provoking conversation. The questions they answer are inspired by famous individuals from history, a council of metaphorical giants. Drawing wisdom from history’s greatest minds, their dialogue weaves together timeless lessons, powerful questions, and generational insight. Tune in for a blend of inspiration, curiosity, and the kind of mentorship that builds legacies.
2025-04-15
19 min
Insights
IP Systems that Work
In this episode, Keith uncovers the hidden value inside your business—your intellectual property. From unique processes to proprietary frameworks, we explore how identifying, organizing, and systematizing your IP can unlock new levels of value, scalability, and impact. You'll learn how to recognize the IP you already have, how to structure it into repeatable systems, and why doing so is a game-changer for growth. Whether you're a solopreneur or scaling a team, this episode will help you turn what you know into what your business grows.
2025-03-31
23 min
Insights
Success System and Thoughts
What if success could be broken down into a formula—not with numbers, but with principles? In this episode, Keith introduces a playful yet powerful "mathematical" equation for achieving success, designed to help you rethink the way you approach goals, challenges, and personal growth. Along the way, we dive into deeper thoughts, life questions, and unique perspectives that will shift how you see the world and your potential. Get ready for an insightful, thought-provoking, and refreshingly different take on what it really means to succeed!
2025-03-15
32 min
Insights
Entrepreneurial Physics
What do Newton’s Laws, momentum, and entropy have to do with entrepreneurship? In this episode, Keith breaks down the surprising parallels between physics and business, revealing how the same principles that govern the universe can guide you to success. From the power of inertia in building momentum to the inevitability of chaos (and how to control it), we explore complex physics ideas in a simple, practical way—focused on strategy, growth, and resilience. Whether you're a science geek or just love a fresh perspective, this episode will challenge the way you think about business and success!
2025-02-28
28 min
Insights
DeepSeek Hallucinations and A.I.
In this episode, Keith explores the fascinating and sometimes unpredictable world of artificial intelligence, focusing on the phenomenon of AI hallucinations—when models generate false or misleading information. He breaks down recent advancements, the setbacks caused by these errors, and what they mean for the future of AI reliability. Join us as we navigate the evolving landscape of AI and what’s next on the horizon.
2025-02-15
19 min
Insights
Self Made Millionaire
In this episode, Keith dives into the principles and transformative ideologies that pave the path to success. Whether you're an entrepreneur, professional, or dreamer, these strategies will inspire you to think big, take action, and stay focused on your goals. From mastering discipline to leveraging opportunities, uncover the habits and mindsets that have turned everyday individuals into self-made millionaires.
2025-01-15
25 min
Insights
Drones in America Today
Keith shares his thoughts, along with some A.I. Insights, about the mysterious drone sightings happening across the country. There are more questions than answers for now, but join Keith as he goes over ideas about what might be taking place in our own backyard.
2025-01-06
30 min
Insights
Art of War, Art of Sales
In today's episode, Keith breaks down an examination of Gary Gigliardi's book The Art of War Plus the Art of Sales in which Sun Tzu's teachings are compared with principles that sales professionals need to know.
2024-12-15
22 min
Insights
How Bad Do You Want It
In this episode, we dive into the transformative Dream Attainment System—a step-by-step framework designed to help individuals and businesses achieve their most ambitious goals. Learn how this innovative approach integrates financial planning, creative problem-solving, and strategic collaboration to address common fears, overcome obstacles, and make dreams a reality. Whether you're a small business owner, a financial professional, or someone seeking clarity in your journey, this episode will inspire and equip you to turn aspirations into actionable success.
2024-12-01
13 min
Insights
Game Changing Election Insights
The dust has settled on the 2024 presidential election, but the story is far from over. In this 22-minute episode, Keith unpacks the key moments that defined this historic race, explore what the results mean for America's future, and dive into the potential ripple effects on policy, economy, and global relations. Whether you're a seasoned political junkie or just tuning in, this episode offers clear insights and expert analysis on the paths forward for both the winning and losing sides. Don't miss this timely conversation!
2024-11-15
22 min
Insights
Modern Day Home Ownership Part II
Keith takes a deeper dive into the subject of home ownership in today's episode, still focused on the divide between generations and what can be done to help remedy the gap. He shares creative ideas that are unique and practical.
2024-11-01
11 min
Insights
Modern Day Home Ownership
Keith discusses the reality of home ownership in our present times, as well as creative ideas for first time home buyers. The dynamic between young and old, home owners and wannabes is explored as he covers the vast topic. Whether you have been looking to buy, upgrade, or figure something out, join Keith for a few minutes today.
2024-10-16
14 min
Insights
65 to 95, The Best Decade
In today's episode, Keith talks about making your next 10 years the best decade ever with a special focus on those over 65. Whether you are in that age group or plan to be, Keith shares insightful information about health and wellness, both physically and otherwise that are worth a listen.
2024-10-01
17 min
Insights
What type of coaching is effective?
In today's podcast, Keith goes over the different types of coaches that are out there and talks about which ones might be helpful for you. You may been introduced to coaching you've never heard of before, or hear of an old topic from a new perspective. Take a few minutes and see if there is something that can be a boost to you.
2024-09-15
16 min
Insights
What Stops People from Success
Join Keith for a few minutes today as he shares some of the things that keep people from having the success they want. From obvious roadblocks to hidden pitfalls to internal mental blocks, it is best to know what could be stopping you so you can push on through.
2024-09-01
19 min
Insights
Planning W/ Mike Day
Join Keith as he interviews Mike Day, a financial planner and business professional, as they discuss important aspects of the financial planning process and principals.
2024-08-15
41 min
Insights
Ready for Success
Join Keith today as he shares ideas and insights on what it takes to be ready for success. It has been said that there is no secret to success, but there are questions you can ask yourself to help prepare you to be as ready as possible for success. Success doesn't happen on accident, so enjoy these methods and tips on how to intentionally go after what matters.
2024-08-01
32 min
Insights
Dog Like Family W/ Margaret Marr
Join Keith as he interviews Margaret Marr to discuss family values and principles for life. Margaret has been a long time client of Keith's and has an interesting story of her developing family and the relationships they share.
2024-07-15
21 min
Insights
Business Growth
Join Keith today as he shares thoughts and insights on business growth. This shorter episode is packed with good ideas and thought-provoking insights to help you take the next step in your journey of business growth.
2024-07-01
16 min
Insights
Fly What You Want
In today's podcast, Keith shares a concept his father shared with him long ago, as well as the insights required to it takes to make it happen.
2024-06-15
10 min
Insights
Seven Figures
In today's episode, Keith discusses thoughts to expand the view regarding income and what is possible when it comes to finances.
2024-06-01
11 min
Insights
Success Past Future Think
In today's podcast, Keith discusses success, and how it starts with thought, as well as past inventions and future theories about the progress of humanity.
2024-05-15
28 min
Insights
A.I. Ain't Shit with Caleb Marsh
Join Keith as he interviews Caleb Marsh again, discussing personal, business, health, artificial Intelligence, and more. Caleb brings a young, new perspective to modern topics and old ideas. Caleb Marsh is not affiliated with Wise World Investment Planning or LPL Financial.
2024-05-01
18 min
Insights
Modern Philosophy with Caleb Marsh
Join Keith today as he discusses modern philosophy with Caleb Marsh, a young and successful entrepreneur. Take part in their conversation and learn some new insights about business and life.
2024-04-15
32 min
Insights
Things I Wish My Father Had Taught Me
In today's episode, Keith discusses a wide variety of topics that he feels should be shared. From classic concepts to modern methods, these are principles that can be applied to everyone.
2024-04-01
29 min
Insights
Success Flow
In this episode, Keith covers what he calls 'Success Flow'. It is his system and check list for getting in the zone and creating a plan to help achieve goals.
2024-03-18
32 min
Insights
Attain Your Dream System
In today's episode, Keith shares his thoughts on his recently reacted 'Attain Your Dream' System. He gives an example of a dream of his and works through the steps that would allow him to achieve it. Taking the process, he shares the steps that he believes work to realize any dream, big or small.
2024-02-29
21 min
Insights
The 24 Success System
In today's episode of Insights podcast, Keith shares 24 steps to a success system of his own design. He believes that these steps can build foundations of good principles and help an individual reach their version of success.
2024-02-15
31 min
Insights
Four Basic Truths
Join Keith as he covers what he considers to be four basic truths that hold principles of foundational well being. Health, wealth, and the unexpected, he covers truths that everyone should learn.
2024-01-23
28 min
Insights
Super Food and Success
In today's episode of Insights, Keith discusses a variety of topics from super foods to principles of success. Though unorthodox, these principles and ideas could help lead to better health and success.
2023-12-21
30 min
Insights
What People Buy
As Fall and Winter approach, Keith discusses 'falling leaves' of information about what people buy and why it is important. Focusing on what people buy matters so that you can figure out what to sell. Even without owning a business, every one is selling something and Keith explains what and how.
2023-12-05
31 min
Insights
Managing Yourself
Join Keith as he discusses what it means and what it takes to manage yourself. He looks at historically successful people and explains the traits to emulate. Everyone can benefit from being able to have some more self-mastery.
2023-11-30
28 min
Insights
Greatness Checklist
Today Keith shares his thoughts on 'greatness' and what it takes, in his opinion, to achieve it. Greatness can look different for everyone, but this checklist of habits and goals can help anyone.
2023-11-27
32 min
Insights
Tax Reduction
Taxes are a fact of life, but they don't have to be as bad as they could be. Keith discusses plans and methods to help reduce taxes.In addition to the in-podcast disclaimer, please also consider the following: A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.Prior to investing in a 529 Pl...
2023-11-16
16 min
Insights
Sales Solve Everything
Today's episode, Keith talks about a different approach to a childhood favorite. How much is sales in our day to day lives and how is it important? Tune in and find out! In addition to the in-podcast disclaimer, please also consider the following:Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes m...
2023-11-14
31 min
Insights
The Actions of Success
Success looks different for everyone, but certain core principles can help anyone achieve it . This episode, Keith covers specific actions that will help clarify, organize, and prepare to be successful. Some are traditional, some you have never heard of, but all of them can help you along your path to success.
2023-11-14
31 min
Insights
Creating Wealth for Individuals and Business Owners
Welcome back to today's episode. Keith talks about ways that individuals and businesses can create wealth. In addition to the in-podcast disclaimer, please also consider the following: Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
2023-11-07
30 min
Insights
Comfortable
Comfortable looks different to everyone, but what does comfortable really mean? In today's episode Keith discusses the ideas of being comfortable and what it takes to get there.
2023-11-03
29 min
Insights
Insights from Buffet, Covey, and Lincoln
On today's episode, Keith goes into insights and take-aways from some of the best. Those of which include Abraham Lincoln, Warren Buffett, and Steven Covey. Additional Disclaimer: The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of...
2023-11-03
27 min
Insights
Freedom Planning
On today's episode, Keith discusses the basics of his concept of Freedom Planning. Focusing on developing freedom for time, money, relationships, and purpose in your life.
2023-10-18
20 min
Insights
Better Questions Lead to Better Answers
On today's episode, Keith discusses the basics of his concept of Freedom Planning. Focusing on developing freedom for time, money, relationships, and purpose in your life.
2023-10-18
22 min
Insights
Systems to Help you Rise to the Challenge
Today, Keith discusses implementing everyday practical systems that will help us grow and improve our lives.
2023-10-18
31 min
Insights
Reading and Peak Performance
In today's episode, Keith will be discussing the importance of reading and achieving peak performance. Find out why reading and focusing these areas is important for growth and understanding of the world around you!
2023-10-18
27 min
ValuClarity
Keith Dorson and treating your clients like they own their own lives
Keith Dorson owns Win-Win Investments, a financial planning firm. He's not the first financial planning professional on the podcast, but he's the first to call his clients owners; they own their lives, their journeys, their stories. Keith treats them like that. It's pretty cool to hear him share his approach to practicing customer intimacy. I hope you enjoy it as much as I did. Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-03-27
22 min
SPK – Great Entrepreneurs
Keith Dorson, founder of the Win-Win companies, joins Neva Lee Recla to talk about the habits, skills and characteristics of all great entrepreneurs. Keith strives for excellence in all aspects of his life, from business to family, and he helps his clients do the same. He takes the time to find a win-win solution [...]
2019-02-21
28 min