PODCAST · business
Beyond the Numbers
by Chris Everett
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 experts who share how they protect assets, create income streams, and design wealth that lasts. If you’re ready to go beyond profit and build something that matters, this show is for you.
Episodes
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Why Most Financial Plans Fail the Moment Life Doesn't Go as Planned | EP 138
Every financial plan looks great on the day you build it. The real test, says Chris Everett of Everett Wealth Solutions, is whether it still works five, ten, or twenty years later — after inflation has taken a bite, after tax law has changed, after life throws something at you that wasn't in the...
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From a 7X Private Equity Exit to Bootstrapping an AI Startup | EP 137
Ravi Teja Bommireddipalli spent three decades leading enterprise technology companies, most recently as Chairman and CEO of Robosoft Technologies, where he grew the business sevenfold, moved EBITDA from negative to the high 20s, and led a successful exit to a $1.5 billion Japanese company after...
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Why Two Identical Portfolios Can End Up in Completely Different Places | EP 136
Most people think building real wealth comes down to picking better investments. It doesn't. In this episode, Chris Everett of Everett Wealth Solutions explains why structure — not returns — is what actually determines whether wealth survives taxes, life events, and time. Two people can hold the...
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10 Minutes, Not 3 Hours: A Portugal-Based Ex-BigLaw Attorney on Building AI for Lawyers | EP 135
Luís Alves Dias spent nearly a decade inside international law firms before deciding the way legal work gets done didn't have to stay the same. In 2021 — before the current AI wave hit — he and his co-founders bootstrapped Legau, a generative AI tool built to support the full legal drafting cycle...
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The Real Reason You Avoid Your Bank Statement — And How to Actually Fix It | EP 134
Letting a statement sit unopened for a few extra days. Dreading tax season instead of planning around it. An unspoken agreement with a spouse not to talk about the credit card bill. In this solo episode, Chris Everett explains why financial avoidance isn't a character flaw — it's the brain…
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From Quantum Mechanics to Pricing Fortune 500 Companies: A 20-Year Journey | EP 133
Tim J. Smith spent his early career in a quantum mechanics lab — a PhD in physical chemistry from the University of Chicago — before a year of unemployment pushed him toward an unexpected question: what if the same rigor that governs how atoms interact could explain how prices work? Two decades...
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The Clarity Problem: Why Successful People Still Feel Financially Anxious | EP 132
Chris Everett has sat across the table from surgeons and seven-figure business owners who all say some version of the same thing: "I don't know why, but I still feel broke." In this solo episode, Chris explains why that feeling is almost never about how much money someone has — it's about how…
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From Ice Cream Factory Floor to 14-Time Microsoft MVP: A Case Against Vendor Lock-In | Ep 131
Juan Soto, President of IT Impact and a 14-time Microsoft Access MVP, joins Beyond the Numbers to talk about what happens when a business's own software becomes the thing holding it back. Juan got his start as a plant manager at a Chicago ice cream ingredients company, building a custom database...
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10% to 35%: Nick Loise on Humanizing the Sales Floor | EP 130
Nick Loise built a career proving sales doesn't have to be aggressive to work. As founder and Chief Sales Officer of Sales Performance Team, LLC, he's helped organizations grow sales by as much as 225%, driven 118% year-over-year growth in online education, and pushed SaaS win rates from under…
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15 Years Bridging "The Time In Between": A Fractional COO on Getting Unstuck | EP 129
Drew Roberts has spent 15 years studying something most business owners feel but rarely name: the frustrating gap between knowing what you want and actually getting there. He calls it "the time in between," and it's the foundation of DB Impact, the consulting practice he built to help business...
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Two $100M Staffing Firms, Two Different Leaders: What 30 Years of Executive Coaching Reveals EP 128
Tom Kosnik has spent more than three decades coaching staffing-industry executives, and in 1995 he founded the Presidents' RoundTable, a peer-to-peer leadership forum that brings C-suite executives together to solve their toughest business problems. In this conversation with Chris Everett, Tom...
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30 Years Inside Nonprofit Tech: Why the Platform Is Almost Never the Real Problem | EP 127
Bill Walsh spent three decades inside the nonprofit technology sector — including senior leadership roles at Blackbaud through the company's growth from a $10 million business to a billion-dollar market cap — before founding IBW Solutions, a vendor-neutral consulting practice for nonprofit…
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The $200,000 Social Security Mistake Most Couples Make | EP 126
If you're planning to claim Social Security the moment you're eligible just to "get your money back," fiduciary financial planner Chris Everett wants you to slow down and run the real numbers first. Claiming at 62 instead of waiting until 70 can mean a 76% difference in your monthly benefit — and...
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15 Years Building Brands: A Chicago Creative Director on Why Branding Is a Financial Decision EP 125
Patrick Smith has spent 15 years building C2 Creative Studio, a Chicago branding and design agency built on a simple idea: get creatives working directly with clients, without layers of account managers in between. In this conversation, Patrick shares the financial lessons of growing a creative...
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The $300,000 Retirement Gap Most Plans Never Account For | EP 124
Most people think they're ready to retire once they've hit a savings number — but readiness isn't about how much you've saved, it's about whether that money can generate income that outlasts you. In this episode, fiduciary financial planner Chris Everett breaks down why retirement plans fail:...
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Navigating Love, Faith & Family Later in Life with Susanna Mlot | EP 123
Susanna Mlot is an experienced business transformation executive, an aspiring author, and a longtime client of host Chris Everett's fiduciary practice. In this episode of Beyond the Numbers, she joins Chris for an unusually candid conversation about navigating a meaningful relationship later in...
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The One Financial Risk That Can Wipe Out 30 Years of Savings | Chris Everett | EP 122
The Long-Term Care Decision Most People in Their 50s & 60s Are Ignoring Most people in their fifties and sixties know long-term care exists. They just don't plan for it — because thinking about it is uncomfortable. So they put it off. And putting it off is itself a decision. Just not the one…
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Privacy Law, Data Breaches & Protecting Your Business | Donata Stroink-Skillrud | Ep 121
Donata Stroink-Skillrud is a licensed attorney, certified information privacy professional, and the president and co-founder of Termageddon — a privacy policy platform covering 120+ laws that has helped thousands of businesses from solo entrepreneurs to Fortune 500 companies stay compliant as...
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Stop Waiting: The Financial Decision You Can't Afford to Delay | Chris Everett | EP 120
Most people don't lose money from bad decisions. They lose money from no decision — waiting for clarity that never quite comes while the window quietly closes. In this solo episode of Beyond the Numbers, fiduciary financial planner Chris Everett walks through the three financial decisions that...
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Why AI Won’t Replace Human Leadership | Rishad Tobaccowala | EP 119
In this episode of Beyond the Numbers, host Chris Everett sits down with renowned business strategist, author, and thought leader Rashad Tabakawala for a powerful conversation about leadership, technology, and what it means to stay human in an increasingly data-driven world. After spending nearly...
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Designing with Empathy: Scott Summit's Journey Beyond Prosthetics | Scott Summit | Beyond The Numbers | EP 118
What if prosthetic limbs could become a source of confidence instead of something people try to hide? In this episode of Beyond the Numbers, Chris Everett sits down with renowned industrial designer and entrepreneur Scott Summit — founder of Bespoke Innovations and Ethereal Matter — for a…
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Sound Investments: The Intersection of Hearing and Financial Wellbeing | Adam Dell | Beyond The Numbers | EP 117
Sound Investments: The Intersection of Hearing and Financial Wellbeing | Beyond the Numbers Podcast What if one of the biggest risks to your financial future… had nothing to do with the stock market? In this episode of Beyond the Numbers, host Chris Everett sits down with hearing care expert Adam...
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The Entrepreneurial Spirit and the Future of Sales | Paul Pacun | Beyond The Numbers | EP 116
What happens when you combine entrepreneurial instinct, emerging tech, and a deep understanding of how sales actually works? In this episode of Beyond the Numbers, host Chris Everett sits down with Paul Pacun, CEO and Founder of vablet, to explore how modern sales teams can operate smarter, stay...
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Engineering Success: Mastering Team Dynamics and Retention | John Szeder | Beyond The Numbers | EP 115
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…
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Crypto Isn’t Anonymous: Inside the World of Blockchain Forensics with Ralph Dahm | Ralph Dahm | Beyond the Numbers | EP 114
Crypto Isn’t Anonymous: Inside the World of Blockchain Forensics with Ralph Dahm 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…
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The Warrior's Mindset: Leadership and Legacy with Sean Patton | Sean Patton | Beyond the Numbers | EP 113
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...
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Creating Aquatic Problem Solvers: Liz Huber’s Water Safety Revolution | Liz Huber | Beyond the Numbers | EP 112
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…
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Navigating Wealth Management | Brad Jenkins | Beyond the Numbers | EP 111
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…
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When Money, Meaning, and Free Speech Collide | Nonna and Russell Working | EP 110
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…
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Connection Codes: Rethinking Emotional Intelligence | Phyllis and Dr. Glenn Hill | EP 109
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...
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Leaders Edge Founder | Brian Becker | Beyond The Numbers | EP 108
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...
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Bob Mondo | The Law Offices of Robert J. Mondo | Beyond The Number | EP 107
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…
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Better Marriage = Better Business | Carlos and Julie Munoz | Beyond the Numbers | EP 106
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...
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Sam Rolph Insurance Agency | Beyond the Numbers | EP 105
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...
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Bill Bishop The BIG Idea Coach | Beyond the Numbers | EP 104
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…
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Randall Witte | Brand Expert
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...
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Stephen K. DeSilva | The Prosperous Soul
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...
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Meet Chris Everett | Beyond The Numbers Host
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...
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Beyond the Numbers Podcast
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…
more
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ABOUT THIS SHOW
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 experts who share how they protect assets, create income streams, and design wealth that lasts. If you’re ready to go beyond profit and build something that matters, this show is for you.
HOSTED BY
Chris Everett
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Frequently Asked Questions
How many episodes does Beyond the Numbers have?
Beyond the Numbers currently has 39 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Beyond the Numbers about?
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...
How often does Beyond the Numbers release new episodes?
Beyond the Numbers has 39 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Beyond the Numbers?
You can listen to Beyond the Numbers on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Beyond the Numbers?
Beyond the Numbers is created and hosted by Chris Everett.
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