Insights

In this episode of Insights, Keith teaches COIs and small business owners that real success is not just about earning more money, but about learning how to create value, direct value, multiply value, and protect value. It explains that value is anything that improves another person’s position by solving problems, reducing risk, saving time, increasing clarity, or creating better outcomes. Many people work hard and still stay stuck because they fail to direct their time, money, and energy wisely, or they never learn to multiply their value through systems, team, technology, and leverage. It also emphasizes that unprotected value is fragile, and that stewardship matters in business, relationships, and life. Freedom grows when people become the kind of person who can handle value wisely across their work, money, relationships, and purpose. 

 In this episode, Keith explores the power of a “20 Point Day” — a simple system for assigning point values to your most important goals and building momentum by aiming to earn at least 20 points each day. But success is not just about strategy; it is also about the inner battle. That is where the Hero’s Journey comes in. We also unpack nine key psychological barriers that can quietly hold people back, helping you recognize the mental roadblocks that stand between intention and action. 

 In this episode, Keith unpacks the ideas from “The Adolescence of Technology,” a major January 2026 essay by Anthropic CEO Dario Amodei that frames the rapid rise of AI as a kind of technological adolescence — a powerful, unpredictable phase where society may be handed transformative capabilities without the maturity to manage them responsibly. We dive into the warnings about economic upheaval, national security challenges, and the potential for AI systems to behave in ways humans don’t expect, and we explore the possibilities that come with these breakthroughs when paired with thoughtful governance and innovation. This episode doesn’t just summarize the risks; it situates them within the broader context of U.S. technological leadership, institutional readiness, and the choices we face as AI reshapes work, politics, and power — inviting you to think critically about both the dangers and the opportunities ahead. 

 In this episode of Insights, Keith drops a handful of “rocks” into your mind — ideas meant to be tumbled, turned, and polished over time. He explores exit planning not as an ending, but as a strategic advantage. He challenges how you think about sales — not as pressure, but as service. Keith unpacks the power of systems as freedom engines, and why intellectual property may be one of the most underappreciated assets you can build. This conversation ties directly into Freedom Planning and the creator mindset: designing a business and life intentionally instead of by default. Don’t rush through this one. Let these concepts roll around. The sharp edges are where the growth begins. 

What if legally paying zero in taxes wasn’t a fantasy—but a strategy? In this episode, Keith breaks down the smartest tips, tools, and tactics high-performers use to shrink their tax bill all the way to the zero tax bracket. From income timing and asset placement to deductions, credits, and advanced planning moves, you’ll learn how the wealthy think about taxes—and how you can start playing the same game.This is about working smarter, not harder… and keeping more of what you earn.

In this episode of Insights, Keith explores Homo Deus by Yuval Noah Harari through the lens of artificial intelligence, human purpose, and the future of decision-making. As AI systems grow more powerful, what happens to meaning, free will, and human relevance?Keith unpacks Harari’s core ideas around dataism, algorithms, and the shifting role of humanity in a world increasingly shaped by machines—and translates them into practical insights for investors, business owners, and lifelong learners navigating rapid change.This conversation isn’t about fear—it’s about awareness, preparation, and wisdom. If you want to understand where technology is taking us, how AI may reshape society, and why human values matter more than ever, this episode will challenge and expand your thinking.

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. 

 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. 

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! 

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. 

 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. 

 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=542ig7k6jewsalfwf4jw9itx7&st=l7ayb1e9&dl=0

 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/kgawqb0uxbqskbep0m2d0/Create-Now-Podcast-Script.docx?rlkey=oxp51hq90an3hby3o7x0204k4&st=ch1tdlgf&dl=0

 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. 

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. 

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. 

 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. 

 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. 

 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. 

 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. 

 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! 

 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! 

 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. 

 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. 

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. 

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. 

 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. 

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! 

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. 

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.  

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. 

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. 

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. 

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.

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. 

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. 

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. 

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. 

In today's episode, Keith discusses thoughts to expand the view regarding income and what is possible when it comes to finances. 

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. 

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.

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. 

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. 

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. 

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. 

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. 

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. 

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.  

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. 

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.