Beyond the Numbers

What does it really take to build an elite engineering team—and why is retention one of the most overlooked financial risks in business?

In this episode of Beyond The Numbers, host Chris Everett sits down with John Szeder, a Fractional Chief Technology Officer and “zero-to-one” builder, to explore the intersection of engineering leadership, business performance, and long-term value creation.

From his early inspiration in onli...

In this episode of Beyond the Numbers, host Chris Everett sits down with Ralph Dahm, a veteran in technology, financial investigations, and executive search, to explore the growing world of crypto fraud and blockchain forensics.

Ralph began studying Bitcoin in 2013, when it was increasingly being used to bypass anti-money laundering (AML) laws and fina...

What does it take to lead under extreme pressure — and still build a life of purpose, fulfillment, and legacy?

In this episode of Beyond the Numbers, fiduciary financial planner Chris Everett sits down with Sean Patton — former U.S. Army Special Forces (Green Beret) commander, Novus Global executive coach, keynote speaker, entrepreneur, and author of A Warrior’s Mindset: Six Keys to Greatness.

Sean breaks down why real leadership i...

Beyond the Numbers: How CAST Water Safety Foundation Teaches Toddlers to Self-Rescue with Liz Hubbert

What if the “water baby” dunking we see on vacation is actually teaching toddlers something dangerous—like believing an adult will always be there to pull them up for air?

In this episode of Beyond the Numbers, host Chris Everett sits down with Liz Hubbert, leader of the CAST Water Safety Foundation, to share the pivotal poolside m...

In this episode of Beyond the Numbers — where money meets meaning and purpose, host Chris Everett sits down with Brad Jenkins, CFP®, Chief Investment Officer & CEO of MarketGuard, to unpack what it really takes to pursue strong returns without living through stomach-churning volatility.

Brad shares the unlikely origin story that started with him reading the financial section in 7th grade, the moment he realized the industry...

What does freedom really mean when you’ve lived without it?

In this episode of Beyond the Numbers: Where Money Meets Meaning & Purpose, host Chris Everett sits down with authors and former journalists Nonna and Russell Working, a couple whose journey from the Soviet Union to the United States gave them a lived understanding of free speech, censorship, and the real cost of standing on principle.

Russell, a Pushcart Prize–w...

Welcome to Beyond the Numbers, the podcast where money meets meaning and purpose. In this episode, host Chris Everett sits down with Phyllis and Dr. Glenn Hill, founders of Connection Codes, to explore the science, faith, and human experience behind real connection. Born out of their own marriage struggles and shaped by decades of research, their work reframes how we understand emotions, communication, and relationships — not just ...

In this episode, Brian Becker joins the show for a thoughtful and grounded conversation on leadership, discipline, service, and what it really takes to build teams and organizations that last.

Brian reflects on his career journey, the mentors who shaped him, and the values that guided his leadership decisions over time. From personal accountability and operational excellence to the quiet strength of consistency, this discussion h...

In this episode of Beyond the Numbers, host Chris Everett sits down with Robert J. Mondo, an estate planning attorney who has spent more than two decades helping families protect what matters most — with clarity, intention, and zero legal jargon.

Bob brings a rare blend of deep tax expertise and an educator’s mindset, breaking down complex estate planning strategies into language everyday people can actually understand. From revo...

In this powerful episode of Beyond the Numbers, host Chris Everett sits down with Carlos and Julie Muñoz, founders of TMP Janitorial, to share a story of breakthrough, marriage restoration, and business transformation.

What started as a struggling marriage and two disconnected businesses turned into a redemption story marked by honesty, vulnerability, faith, and radical authenticity. After years of fear, hidden financial struggle...

From a trailer park to building a thriving insurance empire—Sam Rolph's story is proof that the American dream is alive and well. After 25+ years as a captive insurance agent, Sam faced a potential $2.5 million loss in premium when his company changed their business model. Instead of accepting defeat, he made a bold pivot to become an independent agent with Erie Insurance and is now on track to nearly triple his first-year revenue ...

Bill Bishop is rewriting the rules of entrepreneurship, innovation, and what it means to stay relevant in an AI-driven world.

His journey—from coining “digital marketing” in 1995, to authoring bestselling books, to guiding over 5,000 entrepreneurs through his Big Idea framework—offers a masterclass in thinking bigger than your circumstances.

This conversation explores the mindset shifts that transform hot dog stand businesses ...

What happens when a kid from a small Wisconsin town finds his identity in punk rock, overcomes addiction, and becomes a brand strategist helping professionals lead with authenticity?

In this inspiring episode of Beyond the Numbers, host Chris Everett sits down with Randall Witte — a former punk rock vocalist turned creative director — for a powerful conversation about authenticity, recovery, and redefining success.

From screaming...

What happens when a CPA realizes spreadsheets and tax codes aren't enough? This conversation goes deeper than any financial podcast you've heard before.

Stephen K. De Silva, founder of Prosperous Soul, joins host Chris Everett to explore the intersection of financial success and spiritual fulfillment. From overcoming imposter syndrome to understanding your identity as the foundation of prosperity, this episode challenges everythi...

Welcome to the inaugural episode of Beyond the Numbers! In this special introductory episode, host Chris Everett sits down with producer Nick Uresin to discuss what this podcast is all about.

Chris shares her unique approach to wealth management that goes far deeper than spreadsheets and account balances, revealing how understanding the human story behind the numbers creates breakthrough financial outcomes.

What You'll Learn

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Beyond the Numbers is where growth-minded professionals come to talk strategy, legacy, and the financial decisions that shape their future. Hosted by a fiduciary financial planner, the podcast reveals how people align business growth and

personal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works.

Guests include entrepreneurs, advisors, and industry e...