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The Forensic Financialist Podcast
The Forensic Financialist Podcast
Author: Jeff Newkirk
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Description
Understandable solutions for complicated situations.
Using an easy method like the REAR Approach can make business, and life, so much more satisfying. Review, Examine, Adjust, and Revise and Realize is so simple that it should be used in life, as well as in business. We will discuss current challenges facing small business, solutions to resolve, and some of life’s difficulties and rewards. We simplify everything and choose the road that leads to wisdom and excellence.
Using an easy method like the REAR Approach can make business, and life, so much more satisfying. Review, Examine, Adjust, and Revise and Realize is so simple that it should be used in life, as well as in business. We will discuss current challenges facing small business, solutions to resolve, and some of life’s difficulties and rewards. We simplify everything and choose the road that leads to wisdom and excellence.
24 Episodes
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This is the final episode for The Forensic Financialist. Jeff reflects back on his first podcast and shares some of the most meaningful moments of The Forensic Financialist. Most importantly is Jeff’s gratitude to everyone who checked out this podcast. And, a huge thank you to those who provided reviews and subscribed!I hope you had a great day, and I hope tomorrow is even better! Peace everyone!
Toni Harris Taylor showed up! She has been challenged. From personal trauma to professional challenges, through it all, she has persevered. Toni is now determined and energized to help others succeed. Her mantra is “drastic!” Why? Because everything Toni does is drastic, including her business, Drastic Results. “You can take tiny steps to progress, but at some point, you need to take drastic action!”Check out this episode as Toni Harris Taylor tells us to “just show up.” We must be present and engaged in order to succeed. Toni will absolutely knock your socks off with her words of encouragement! This is an episode not to miss.
In this episode Jeff speaks with cognitive behavioral coach, Mackenzie Childs. While “cognitive behavior” is not necessarily something you hear about every day, it is one that surfaces more today then ever. In discussing cognitive behavior, Mackenzie defines and describes what it is and why we should know about it. And, even more importantly, how a cognitive behavioral coach can help you. As an experienced coach in the field, Mackenzie knows how best to use her skills to help people through challenging or difficult times. Certainly, the pandemic has proven to be one of those times.Mackenzie, always willing to help someone, can be reached at mackenzie@blinkcoaching.net and you can learn more about cognitive behavioral coaching and her firm, Blink Coaching at blinkcoaching.netThe Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-22-cognitive-behavior-what-is-it-why-should-we-know-an-interview-with-cognitive-behavior-coach-mackenzie-childs
Knowing your numbers is so important. Whether you are an entrepreneur, leader in a large organization, or managing your own personal finances, you need to know key financial measures. In this episode Jeff discusses four key financial measures that we need to review on a regular basis. Conducting a review could be the difference between business success or a lack thereof. Check out this episode to learn more about these measures and what they mean to your business and personal financial situation.The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-21-know-your-numbers-understandable-solutions-with-jeff-newkirk
In this episode Jeff speaks with successful entrepreneur, Dawn Candy, who hears words such as “you can’t” or “you shouldn’t” as words to inspire rather than reject. We all experience some form of rejection at some point in our lives, but it is how we respond to that rejection that will determine the ultimate outcome. Dawn epitomizes the “can do” spirit and does so in way that truly inspires.Through all the awards and recognition, and there have been many, Dawn remains humble and faithful to what matter most. She is giving and compassionate, and cares greatly for her community, state, and country. To that point, it is abundantly clear that Dawn still has future goals to achieve. For those who may not know Dawn Candy yet, you’d better buckle up, because you will! This episode will inspire and motivate you to achieve, even if you hear “no.”The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-20-are-you-saying-i-cant-do-that-just-watch-an-interview-with-dawn-candy-successful-entrepreneur-making-a-difference
Recent studies suggest that over 60% of those receiving coaching have an improved job satisfaction. They are happier at what they do every day. Further, over 50% of business owners and executives stated that coaching increased the profitability of their business. In this episode of “The Forensic Financialist” Robert Osborne, experienced and well-known business coach, discusses his coaching practice and the impact he has on his clients. Robert introduces the value of business coaches and how a coach can help build a strong future.Coaching can provide a significant return on investment for the client. Coaching does not necessarily mean change nor pointing out failures. However, coaching can be a tremendous asset to those receptive to intentional growth. The most satisfying experience as a coach occurs when a positive impact has been realized by the client.Robert also introduces critical initiatives that can reduce business risk as we struggle to come out of the challenges of a pandemic, including building relationships, a digital presence, and planning. If you want success in 2021, this is an episode you need to listen to! The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-19-an-interview-with-business-coach-robert-osborne-understandable-solutions-with-jeff-newkirk
Most of us go through each day not truly appreciating all that we have, including our ability to walk, talk, think, and remember. Can you imagine being at the top of your career, loving life, and in an instance, things change? That happened to Mr. Andrew Treutle. As a partner with a well-known and highly regarded accounting firm his career was on an upward trajectory. Even more, Andrew’s personal life was nearly perfect. He has a wonderful and active family and was a marathoner. As a result of his dedicated training, Andrew lost 70 pounds!One morning during one of his training bike rides, Andrew collided with a truck. In an instant his life changed forever. Among many injuries suffered that morning, the most debilitating was Andrew’s traumatic brain injury (TBI). Years later Andrew continues to struggle with everyday living yet considers himself one of the luckiest people he knows. An incredible story of faith and perseverance! Andrew shares his journey with Jeff during this inspiring and emotional interview. You do not want to miss this episode!The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-18-an-interview-with-tbi-survivor-andrew-treutle-cpa-understandable-solutions-with-jeff-newkirk
This discussion aims to improve your business and build strong leaders by providing understandable solutions.Without networking, growing a business becomes nearly impossible. In this episode of “The Forensic Financialist” Jeff discusses the need for business owners to establish a strong and important networking skill. It is through building a network that a business owner can acquire new sales from recently developed awareness, as well as referrals. Stacy Harris transitioned from elementary education to networking guru and has become the “go to” as the one to know in order to become a proficient networker.She describes herself as a “professional matchmaker of business owners.” Stacy introduces business owners who will provide an opportunity to connect and establish themselves as referral partners. Networking goes beyond the initial introduction, it is a skill that must be nurtured over the long-term, and with a servant leadership mindset. We all need to network. Whether you are a business owner, organizational or community leader, or a volunteer in your local non-profit, networking can make or break your success. This is a must-listen for anyone who needs to network, which includes everyone!The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-17-an-interview-with-networking-guru-and-entrepreneur-stacy-harris-understandable-solutions-with-jeff-newkirk
Jeff takes the next two episodes to help us plan for a successful 2021. In this second part of the 12 for ‘21 Jeff introduces seven more essential tasks that any entrepreneur, business owner, and organizational leader need to address in order to prepare for a successful 2021. The first six essential tasks were introduced in episode 15, and they were (1) conduct a financial review, (2) dissect your gross revenues, (3) touch base with your inner circle, (4) conduct an inventory, (5) develop and finalize your plans for 2021, and (6) review your most significant resources (e.g. labor and/or supplies).In this episode Jeff introduces six more essential tasks, including (7) review your employee plan, (8) review your sales and marketing plan and update for 2021, (9) update your CRM, (10) review your processes and systems, (11) develop your triple L goals for 2021, and (12) plan for outreach activities. 2021 will be an awesome year, but only if we make it that way. It won’t happen automatically. Jeff lays out these 12 essential tasks that will help you start 2021 on the right track!The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-16-jeff-newkirk-discusses-12-for-21-the-absolutes-of-leadership-part-2
Jeff takes the next two episodes to help us plan for a successful 2021. In this episode of “The Forensic Financialist” Jeff introduces 12 tasks that any entrepreneur, business owner, and organizational leader need to address in order to prepare for a successful 2021. The first six tasks are covered in this episode, with tasks seven through twelve in the next.If we have learned anything from 2020 it’s that planning can help us persevere through challenging times. While we could have never planned for a pandemic, at least now we know we can survive. And, if we have proper plans put in place for our business, surviving can turn into thriving. If you own a business or hold financial responsibility in your job, this is a must episode for you.The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-15-jeff-newkirk-discusses-12-for-21-the-absolutes-of-leadership-part-1
“Businesses have two problems, sales and everything else,” says Rob Smith. In this episode of The Forensic Financialist, Rob Smith, well known sales consultant and educator, joins Jeff to discuss the critical elements needed for sales success in our new COVID-19 world. Rob brings to our attention how we must shift attention from in person sales to virtual selling. A shift that we need to get accustomed to.Jeff begins the discussion though by highlighting the need for one to follow their true passion and interest. Rob did his own career “pivot,” transitioning from electrical engineering to sales. A change that Rob truly embraced and has led him to success and happiness. He highlights some of the more enlightening moments that led him to his career change. With so many people in transition due to our current pandemic ridden economy, this is an episode you cannot miss.The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-14-interview-with-sales-guru-and-consultant-rob-smith-with-jeff-newkirk
Best-selling author and world renown business coach and consultant, Dorie Clark joins Jeff in a spirited discussion on business, as well as the ups and downs of building a career. The conversation gets real when Dorie and Jeff talk about the bumps in the road one can experience along the path to success. The discussion gets really spirited when they discuss getting bullied and shut out of opportunities that seem unfair.It’s wonderful to have one of our thought leaders reach out to others to help them on their own career journey. Dorie Clark does just that. She is genuine and authentic, incredibly intelligent, compassionate, a strong leader, and one who wants to see us all experience success. What a treat to have Dorie on The Forensic Financialist!The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-13-jeff-newkirk-talks-business-and-developing-career-success-with-dorie-clark
In this episode Jeff continues to talk leadership. In Part 1 of this two-part series he introduced the first 5 absolutes of a strong leader: good heart, energetic, perseverance, courage, and positive attitude. In this episode Jeff introduces the remaining 8 absolutes: good communicator, serve others, disciplined, humility, vision 80/tactician 20, triple L, faith, and high emotional intelligence.Getting personal in this series, Jeff really brings to light the need for leadership. This is true not only the workplace, but in our homes, communities, and country. Leadership can make or break an organization. We all should strive to be stronger leaders. Jeff shares with us exactly how we can make this happen.The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-12-jeff-newkirk-discusses-part-2-of-the-13-absolutes-of-leadership-the-forensic-financialist
In this episode, Jeff talks about leadership. He believes that there are 13 qualities that a strong leader must possess, which he terms “absolutes.” In part one of this two-part series, Jeff introduces the first 5 absolutes: good heart, energetic, perseverance, courage, and positive attitude. All are essential for strong leadership.Giving credit where credit is due, Jeff is a certified John Maxwell coach and an avid follower of Simon Sinek, Patrick Lencioni, and Brendon Burchard just to name a few of today’s thought leaders on the subject. Using his 30+ years of experience in the corporate world, along with his research and education of leadership, Jeff’s steadfast in professing that there are 13 absolutes we all must embody to become strong leaders. Jeff gets personal in this episode by telling of real-life experiences that have helped him get to where he is today and become so passionate about our need to grow leaders.Learn More: https://understandablesolutions.com/The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-11-jeff-newkirk-discusses-the-13-absolutes-of-leadership-the-forensic-financialist
In this episode Jeff talks small business and a new, exciting program called “Half-Retire” with Jim Muehlhausen. Jim is a well-known entrepreneur, business owner, consultant, franchisor, public speaker, university professor, and book author. Jim has conducted over 10,000 consulting sessions and through that has learned what it takes to succeed in business, as well as achieve balance in life.Half-Retire is a program Jim developed to help business owners finally step away from their business and achieve that quality of life they so richly deserve. Jim explains the six-step process to the Half-Retire program, which are all necessary to successfully leave the business, on a part-time basis. Two of the most intriguing steps are (1) the mindset shift or eliminating “head trash” and (2) the “Jenga” step, making sure your business tower doesn’t collapse. Listen in to catch all six steps to Half-Retire and learn more about this very intriguing program.The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-10-jeff-newkirk-interviews-jim-muehlhausen-about-an-exciting-program-called-half-retire
In this episode, Jeff discusses the sports industry with well known and respected sport management professor, Dr. Rodney Caughron. Dr. Caughron has spent the last twenty-plus years researching and teaching topics related to leadership and sport management. Based on his research, Dr. Caughron has been able to keep a pulse on today’s environment in sport, and how it has evolved over the years.According to Dr. Caughron, we are at a critical point in sport. COVID-19 and the current unrest in the U.S. have created an unstable environment. Jeff challenges Dr. Caughron to make some 2021 predictions. The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-9-how-has-the-sports-industry-changed-in-2020-jeff-newkirk-interviews-sport-management-professor-dr-rodney-caughron
In this episode, Jeff talks business with Mike Michalowicz, best known for his works the Pumpkin Plan, Surge, Profit First, and Clockwork. Mike’s most recent work, Fix This Next is of particular interest since it addresses finding the most critical issues impacting your business. As Mike most impactfully puts it in his Fix This Next book, it is finding the vital need in your business that is so critical to long-term success.Mike also emphasizes what entrepreneurs and business owners need to focus on coming out of COVID-19. Success is achievable and sustainable if we adhere to the formula. A key ingredient in that formula is passion. Mike inspires us with his storytelling and how everyone has passion and purpose, it’s just recognizing it. Learn Morehttp://www.ForensicFinancialist.com http://www.UnderstandableSolutions.com The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-8-the-forensic-financialist-podcast-with-jeff-newkirk-talking-with-best-selling-author-mike-michalowicz
In Part 3 of Jeff’s Core Values discussion, he discusses three of his own core values: humility, accountability, and integrity. Core values are such an important part of establishing what we stand for and what we believe in. In today’s society, people are quick to discount core values, acquiescing to the latest and greatest trend or belief put out by Tik Tok. Jeff, instead, advocates for building a foundation for which we live each and every day.This is the final episode of this three-part series on Core Values. It is the intent of this series to introduce different core values and how they may apply to your own life. Whether you incorporate any of Jeff’s core values is up to you. The key is to have core values. Go get some!Learn Morehttp://www.ForensicFinancialist.com http://www.UnderstandableSolutions.com The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-7-the-forensic-financialist-podcast-with-jeff-newkirk-core-values-part-3
In Part 2 of Jeff’s Core Value discussion, he introduces two more of his core values: being a life-long learner and being compassionate. These two values are part of Jeff’s seven core values he lives by and aspires to. Sticking with the “non-preachy” presentation, Jeff describes what it means to be receptive to learning and the need for us to be caring for others.Being a life-long learner (the triple L) is important for personal and professional growth. In fact, Jeff suggests that if we don’t incorporate the triple L into our lives, we will not grow. No growth means a life not fully lived.Having compassion is an absolute must. We are on this planet for the purpose of serving others, and to do so with a giving spirit. To Jeff, this is not a suggestion, it is a requirement.Learn Morehttp://www.ForensicFinancialist.com http://www.UnderstandableSolutions.com The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-6-the-forensic-financialist-podcast-with-jeff-newkirk-core-values-part-2
What is a “core value?” Why do we need core values? What do core values do for us? In this episode, Jeff defines core values and breaks down why we need them, and introduces two of his own core values.Serve others. Have faith. Two values Jeff describes here. He doesn’t get “preachy,” but emphasizes how we all need to determine our own foundation. In other words, we need to find out what guides our decision making and provides us with an overarching set of guiding principles to our everyday life. Go get some core values! Learn Morehttp://www.ForensicFinancialist.com http://www.UnderstandableSolutions.com The Forensic Financialist https://businessinnovatorsradio.com/the-forensic-financialist-podcast/Source: https://businessinnovatorsradio.com/episode-5-the-forensic-financialist-podcast-with-jeff-newkirk-core-values


















