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
1
Financial Capital Is Like Dynamite
In this solo episode of Success That Lasts, Jared Siegel unpacks structural capital and related topics.
16 min
2
Harmonizing Real Wealth
In this solo episode of Success That Lasts, Jared Siegel discusses the concepts of harmony and balance.
13 min
3
Growth Amid Loss
In this solo episode of Success That Lasts, Jared Siegel discusses the normal path for progress in economics and markets.
6 min
4
Status Games
In this solo episode of Success that Lasts, Jared Siegel explores status games.
13 min
5
Framing Decisions Appropriately
In this solo episode of Success That Lasts, Jared Siegel discusses why outcome bias works against us.
14 min
6
Trying to Predict the Market? Flip a Coin
In this solo episode of Success That Lasts, Jared Siegel discusses why diversification is the key to reducing investment risks.
8 min
7
Finance 101 with Larry Swedroe
Larry Swedroe, Principal and Director of Research at Buckingham Family of Financial Services, shares the peer-reviewed empirical data that informs his strongest convictions.
57 min
8
Career Lessons with Diane Paddison
Diane Paddison, founder of 4Word, joins Jared Siegel to discuss her career journey, preparing children for the working world, and 4Word’s mission.
36 min
9
Family Engagement Plans with Ken Weigel
Ken Weigel 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.
22 min
10
Mora: A Purposeful Pause with Ken Weigel
Ken Weigel, Strategic Advisor at The Bible Project and The Contingent, joins Jared Siegel to discuss the Mora exercise, and many of its benefits.
17 min
11
Preparing Heirs
In this solo episode of Success That Lasts, Jared Siegel discusses how families can prepare their heirs for wealth.
14 min
12
Starting Lines & Finish Lines
In this solo episode of Success That Lasts, Jared Siegel shares a heuristic technique that eases the cognitive load of decision-making.
6 min
13
Is 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.
5 min
14
Proposed Tax Changes for 2022
In this solo episode of Success That Lasts, Jared Siegel discusses the recently proposed tax changes for 2022.
10 min
15
[Replay] Financial Psychology with Moira Somers
Enjoy 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.
37 min
16
Success That Lasts, and What That Entails
In this solo episode of Success That Lasts, Jared Siegel discusses what defines success.
6 min
17
Non US Investments? Average Returns? Rising Ra...
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.
10 min
18
Economic Mirage
In this solo episode of Success That Lasts, Jared Siegel talks about the misconceptions and false expectations people have about economics.
20 min
19
Unpacking Communication, Mentorship and Leaders...
Dick Clark, CEO at The Portland Clinic, 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.
34 min
20
Dividends and Tax Policy Changes - What You Nee...
In 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.
10 min
21
Qualitative Capital & Resilient Families
In 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.
11 min
22
When 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.
22 min
23
[Replay] Mentorship and The Power of Financial ...
Enjoy this replay of an audience favorite interview with Earl Pierce from 2020 talking about mentorship and the power of financial literacy.
49 min
24
Flourishing in the Present Tense
In this solo episode of Success That Lasts, Jared Siegel reminds listeners of the value of living in the present.
8 min
25
Waking Up - Principles for Effective Living wit...
Dr. Brian Liebreich, psychiatrist and psychosomatic doctor at Providence Health & Services, joins Jared Siegel to explore the scientific relationship between our emotional health and physical health.
38 min
26
Think Like An Admissions Officer with Anna Ivey
Anna Ivey, head of Ivey Consulting and co-founder and CEO of Inline, joins Jared Siegel to discuss the evolving landscape of college admissions, the resources available, and how to position an application to increase its odds of success.
47 min
27
High Performing Cultures
In 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.
16 min
28
High Performing Cultures & Desirable Difficulti...
Maggie Hudson, President and CEO of Santiam Hospital, joins Jared Siegel to discuss how diverse professional backgrounds impact professional range, as well as trust, desirable difficulties, and how to build a high performing culture.
38 min
29
Inflation, Debt, and Taxes... How to prepare - ...
Larry Swedroe is the Principal and Director of Research at Buckingham Family of Financial Services. 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.
56 min
30
Exploring the Last 2 Decades of Technology with...
Scott Roth, CEO at LegitScript, 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.
36 min
31
Stillness Aims the Archer’s Arrow
Jared Siegel looks back on his journey to hosting the podcast, some lessons he learned along the way, the importance of stillness, and how to make it an asset.
13 min
32
Future Proofing Your Family Business with Jorda...
CEO of the Pape Group, Jordan Pape, joins Jared Siegel to explore topics such as capital allocation decisions, people management, and preparing the next generation for the challenges and complexities of wealth.
49 min
33
99.9% Driven By This Invisible Information
In 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.
15 min
34
What Biden's Proposed Tax Plan Means for You wi...
Joe Seifert, partner, CPA, and leader of the Homebuilding practice at Delap LLP, joins Jared Siegel to discuss President Biden’s proposed tax plan and the potential implications for listeners.
17 min
35
Becoming Time Affluent
In 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.
20 min
36
Replay: The Neuroscience of Mindfulness with Da...
In this replay, David Miller, Chief Technology Officer of Dynamic Light, chats with Jared Siegel about their neurotechnology, entrepreneurship, and mindfulness.
74 min
37
Proper Preparation for Business Transitioning w...
David DeLap, tax partner and CPA at Delap LLP, joins Jared Siegel to discuss exit planning and family enterprises.
25 min
38
The Art of Wise Money Management
Jared Siegel shares how he invests, saves, spends, gives, and borrows money in this solo episode of Success That Lasts.
21 min
39
On Real Estate and Generational Business with V...
Vanessa Sturgeon, President and CEO at TMT Development, joins Jared Siegel to discuss a plethora of topics, including civic responsibility, generational family businesses, time and priority management, and real estate.
38 min
40
Purpose, Passion, and Identity with Kellen Clemens
Kellen Clemens, former NFL quarterback, and Partner and Head of Elateus Sports at Elateus, joins Jared Siegel to talk about his experience of transitioning careers, and rediscovering purpose, passion and identity.
40 min
41
The Ultimate Question for Your Business with Ca...
Casey Corrigan, Vice President of Sales at AskNicely, 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.
44 min
42
Change Readiness with Dr. Chris Mason
Dr. Chris Mason, an experienced business leader and owner and director of several companies ranging in size from 12 to 800 employees, joins Jared Siegel today to discuss his research and how it can be applied.
44 min
43
Gritty Patience: Going Slow to Go Fast with Nat...
Sarah Padfield, CPA and Natalie Heacock, CPA, MBA, 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.
37 min
44
The Value of Exit Planning
Jared 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.
16 min
45
Creating Wealth vs. Preserving Wealth
Jared Siegel talks about wealth, pessimism vs. optimism, and the Dunning Kruger effect in this solo episode of Success That Lasts.
19 min
46
Goals are Dreams with Deadlines with Scott Will...
Scott Williams, partner at Delap LLP, and Craig Wanichek, President and CEO of Summit Bank, join Jared Siegel to talk about how goal-setting influences success.
38 min
47
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
48
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
49
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
50
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
51
5 Lessons from 2020
Jared Siegel reflects on the year 2020 and the 5 lessons learned.
8 min
52
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
53
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
54
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
55
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
56
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
57
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
58
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
59
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
60
The Sum of Our Choices
Jared Siegel talks about choices and priorities in this week’s solo episode of Success That Lasts.
13 min
61
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
62
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
63
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
64
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
65
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
66
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
67
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
68
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
69
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
70
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
71
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
72
Focusing on Culture with Shannon Inukai-Cuffee
Shannon Inukai-Cuffee, President of Dick’s Auto Group and a second generation business owner, shares with Jared Siegel her insights and resources that contributed to her growth as a business leader and owner
37 min
73
Leadership, Culture and Exit Planning with Alex...
47 min
74
Navigating Financial Turbulence with Kevin Adams
Kevin Adams, founder, CEO, Managing Director and Principal of The Mountain Group, LLC., joins host Jared Siegel to share insights he has garnered while helping over 100 companies through turbulent times.
40 min
75
Bridging the Identity Gap with Anthony Trucks
Anthony Trucks, President and CEO of Anthony Trucks Industries, joins Jared Siegel to talk about taking risks, making bold and “unconfident” decisions, and bridging the identity gap.
39 min
76
The Neuroscience of Mindfulness with David Miller
David Miller is the Chief Technology Officer of Dynamic Light, a company that develops next generation technology for blood flow monitoring, chats with Jared Siegel about their neurotechnology, entrepreneurship, and mindfulness.
74 min
77
A Trip Down Memory Lane with Dave DeLap
Listen in as David DeLap a tax partner and CPA at DeLap LLP joins Jared Siegel to chat about their journey through the years and how they have helped one another.
52 min
78
Maintaining the Family Business with Mark Wickman
Jared 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.
50 min
79
Making Sense of CAT with Harriet Strothers
Jared 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.
24 min
80
On Being A Purposeful, Thoughtful Leader with B...
In this episode of Success That Lasts, Jared Siegel interviews Bart Dickson, President of Cobalt Development
39 min
81
Introducing Success That Lasts
2 min