Shows
InsightsRisk Management Insights w/ Greg RobinsonKeith 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.
2025-11-3041 minInsightsWhen 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.
2025-11-1509 minInsightsBiblical Alpha CreedToday 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!
2025-11-0109 minInsightsOne Big Beautiful Bill With Sharon LewisKeith 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.
2025-09-301h 01Insights7 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.
2025-08-3119 minInsightsFibonacci 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...
2025-08-1509 minInsightsCreate 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...
2025-07-3123 minInsightsIdeal 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.
2025-06-3027 minInsightsSpeed Reading 101In 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.
2025-06-1528 minInsightsQuestions for Business Owners to Increase Value and ExitIn 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.
2025-05-3124 minInsightsDo 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.
2025-05-1509 minInsightsWhy 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.
2025-04-3016 minInsightsCouncil 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.
2025-04-1519 minInsightsIP 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.
2025-03-3123 minInsightsSuccess 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!
2025-03-1532 minInsightsEntrepreneurial 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!
2025-02-2828 minInsightsDeepSeek 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.
2025-02-1519 minInsightsSelf 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.
2025-01-1525 minInsightsDrones in America TodayKeith 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.
2025-01-0630 minInsightsArt of War, Art of SalesIn 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.
2024-12-1522 minInsightsHow 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.
2024-12-0113 minInsightsGame Changing Election InsightsThe 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!
2024-11-1522 minInsightsModern Day Home Ownership Part IIKeith 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.
2024-11-0111 minInsightsModern Day Home OwnershipKeith 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.
2024-10-1614 minInsights65 to 95, The Best DecadeIn 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.
2024-10-0117 minInsightsWhat 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.
2024-09-1516 minInsightsWhat Stops People from SuccessJoin 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.
2024-09-0119 minInsightsPlanning W/ Mike DayJoin Keith as he interviews Mike Day, a financial planner and business professional, as they discuss important aspects of the financial planning process and principals.
2024-08-1541 minInsightsReady for SuccessJoin 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.
2024-08-0132 minInsightsDog Like Family W/ Margaret MarrJoin 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.
2024-07-1521 minInsightsBusiness GrowthJoin 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.
2024-07-0116 minInsightsFly What You WantIn 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.
2024-06-1510 minInsightsSeven FiguresIn today's episode, Keith discusses thoughts to expand the view regarding income and what is possible when it comes to finances.
2024-06-0111 minInsightsSuccess Past Future ThinkIn 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.
2024-05-1528 minInsightsA.I. Ain't Shit with Caleb MarshJoin 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.
2024-05-0118 minInsightsModern Philosophy with Caleb MarshJoin 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.
2024-04-1532 minInsightsThings I Wish My Father Had Taught MeIn 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.
2024-04-0129 minInsightsSuccess FlowIn 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.
2024-03-1832 minInsightsAttain Your Dream SystemIn 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.
2024-02-2921 minInsightsThe 24 Success SystemIn 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.
2024-02-1531 minInsightsFour Basic TruthsJoin 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.
2024-01-2328 minInsightsSuper Food and SuccessIn 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.
2023-12-2130 minInsightsWhat People BuyAs 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.
2023-12-0531 minInsightsManaging YourselfJoin 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.
2023-11-3028 minInsightsGreatness ChecklistToday 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.
2023-11-2732 minInsightsTax ReductionTaxes 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...
2023-11-1616 minInsightsSales Solve EverythingToday'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...
2023-11-1431 minInsightsThe Actions of SuccessSuccess 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.
2023-11-1431 minInsightsCreating Wealth for Individuals and Business OwnersWelcome 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.
2023-11-0730 minInsightsComfortableComfortable 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.
2023-11-0329 minInsightsInsights from Buffet, Covey, and LincolnOn 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...
2023-11-0327 minInsightsFreedom PlanningOn 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.
2023-10-1820 minInsightsBetter Questions Lead to Better AnswersOn 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.
2023-10-1822 minInsightsSystems to Help you Rise to the ChallengeToday, Keith discusses implementing everyday practical systems that will help us grow and improve our lives.
2023-10-1831 minInsightsReading and Peak PerformanceIn 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!
2023-10-1827 min
ValuClarityKeith Dorson and treating your clients like they own their own livesKeith 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
2023-03-2722 minSPK – Great EntrepreneursKeith 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 [...]
2019-02-2128 min