Success That Lasts

Success doesn’t always feel like success, and when it looks like you’ve ‘made it’ to the rest of the world, you can be left feeling like there’s still so much to do – but without a clear direction or plan. On the Success that Lasts podcast, hosted by Jared Siegel, we're going behind the scenes with business owners, real estate investors, and industry consultants to deconstruct the complicated topic of success. We'll be exploring questions, strategies and experiences that help create clarity and confidence surrounding your financial decisions. The content of this podcast is published in the United States of America and persons who access it agree to do so in accordance with applicable U.S. law. Delap Wealth Advisory LLC is wholly-owned subsidiary of Delap LLP. Jared Siegel is a partner in Delap LLP and is hosting the show in his capacity as a partner in Delap LLP. All opinions expressed by Jared Siegel on this podcast and on the show are solely Siegel's opinions and do not reflect the opinions of Delap LLP or its affiliates, and may have been previously disseminated by Siegel or the firm on another medium. You should not treat any opinion expressed by Siegel as a specific inducement to make a particular investment, decision or follow a particular strategy, but only as an expression of his opinion. Siegel’s opinions are based upon information he considers reliable, but neither Delap LLP nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Siegel, Delap LLP, its affiliates and/or subsidiaries are not under any obligation to update or correct any information provided on this podcast. Siegel’s statements and opinions are subject to change without notice. No part of Siegel’s compensation from Delap LLP is related to the specific opinions he expresses.

Investing
Business
51
Happy Podcast Anniversary! with Jared Siegel
Our host Jared Siegel flips the switch and is the guest in this week’s one-year anniversary episode of Success That Lasts.
47 min
52
The Truth About Successful Conversation with Da...
Dan Solin, New York Times best-selling author of the Smartest series, joins Jared Siegel to discuss his book, The Smartest Sales Book You'll Ever Read, and how to implement the research-based approaches discussed in the book in your personal life.
42 min
53
Strategic vs Tactical Tax Planning with Aaron N...
Aaron Newell, Senior Tax Manager at Delap LLP, joins Jared Siegel to discuss tax management and estate planning.
33 min
54
Cultivating Organizational Health with Chris Je...
Chris Jenson, Principal Consultant at The Table Group, and board member and Vice President of Elite Tree Service, Inc., joins Jared Siegel to discuss the importance of organizational health, effective meeting strategy, and trust.
40 min
55
5 Lessons from 2020
Jared Siegel reflects on the year 2020 and the 5 lessons learned.
8 min
56
Vulnerability Based Change with Ryan Boatsman
Ryan Boatsman, partner and COO at DeLap LLP, joins Jared Siegel to discuss vision, change management, strategy, and organizational health.
40 min
57
The Last Deal - Making a Difference During Busi...
Matt 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.
44 min
58
A Little Extra Tax Planning Strategy with Matt ...
Delap, LLP partner, Matt Mattecheck joins Jared Siegel to discuss how extra strategy and intentionality in your tax planning can offer a larger return on investment.
24 min
59
Dangerous 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.
12 min
60
The Power of Perspective When Planning with Ken...
Ken Weigel, strategy consultant and the Strategic Advisor at The Contingent, joins Jared Siegel to talk about the importance of perspective in planning.
49 min
61
Entrepreneurship with Jerry Carleton and Joe Su...
Jerry Carleton, Principal and Founder of Immix Law, and Joe Sullivan, partner at Delap LLP, join Jared Siegel to discuss entrepreneurship.
42 min
62
The Value of Resilience and Planning with Mark ...
Mark Hornibrook, CEO of Precoa, a company specializing in pre-need planning and marketing, joins Jared Siegel to discuss resilience, adversity, and funeral planning.
40 min
63
Effective Time Management
Jared 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.
18 min
64
The Sum of Our Choices
Jared Siegel talks about choices and priorities in this week’s solo episode of Success That Lasts.
13 min
65
Effective Change Management with Kyle Renalds
Advisory & Assurance Senior Manager at Delap LLP, Kyle Renalds joins Jared Siegel to discuss change and the relationship between success and adaptability.
30 min
66
Planning Opportunities in 2020 with Jeanne McMains
Senior Vice President of Complex Gift Solutions at the National Christian Foundation, Jeanne McMains, joins Jared Siegel today to discuss wealth, generosity, and the planning opportunities that are uniquely available to us in 2020.
41 min
67
The Pillars of Estate Planning with Mike Hackard
Mike Hackard, sole shareholder of Hackard Law Firm with over four decades of estate litigation experience, joins Jared Siegel to discuss the pillars of great estate planning.
40 min
68
Why We Need Mentorship with Greg Sherwood
Greg Sherwood and Jared Siegel discuss the benefits and importance of mentorship, and why the world needs it now more than ever.
40 min
69
The Importance of Cybersecurity with David Buch...
David Buchanan, Delap LLP partner and Chief Information Security Officer, joins Jared Siegel to discuss the importance of cybersecurity and cybersecurity education programs.
36 min
70
Effective Change Management with Allan Koltin
Allan Koltin, founder and CEO of Koltin Consulting Group, joins Jared Siegel today to discuss the key ingredients to effective change management in our personal and professional lives.
41 min
71
Managing Your Time Wisely with Paul Schlumpberger
Experienced business executive, Paul Schlumpberger, joins Jared Siegel to discuss time management, overcoming fear, building an efficient and effective team, and juggling the professional and personal demands of life.
42 min
72
Financial Psychology with Moira Somers
Author, coach, keynote speaker, assistant professor and wealth psychologist, Moira Summer, joins Jared Siegel to discuss financial literacy and the psychological impact of wealth.
38 min
73
The Necessity of Antifragility
Jared Siegel talks about antifragility, resilience, and growth during adversity in this week’s solo episode of Success That Lasts.
18 min
74
Mentorship and The Power of Financial Literacy ...
Newly appointed Delap LLP CEO, Earl Pierce, joins Jared Siegel to talk about his professional journey, mentorship, and the power of financial literacy.
51 min
75
Communications and PR with Ann Smith
Ann Smith, President and Founder of A.wordsmith, a boutique communications firm specializing in thought leadership, joins Jared Siegel to discuss how her business operates, as well as share some insights she obtained from her 10+ years in business.
48 min