Beyond the Bottom Line

Beyond the Bottom Line
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Beyond the Bottom Line Podcast is where business success meets personal fulfillment. Hosted by Maria Conigliaro and Bob Brown, this podcast is designed for business leaders, entrepreneurs, and high-achievers who want more than just financial success—they want purpose, balance, and lasting impact. Through thought-provoking conversations and expert insights on wealth, mindset, leadership, relationships and health, we help you bridge the gap between making money and making a difference. If you're ready to go beyond profits and build a legacy that truly matters, you're in the right place.

  1. Oct 21

    Happy Clients, Happy Employees: Mark Weber on 40 Years of Building Wagner Weber Associates

    In 1985, Mark Weber and his partner left well-paying jobs at Digital Equipment Corporation to start a technology advisory firm with no clients, no products to sell, and one early customer that knitted hats. Forty years later, Wagner Weber Associates manages technology for some of the wealthiest investment firms in the world. In this episode, Bob and Maria talk with Mark about what it takes to keep client data safe as cybersecurity and AI keep changing, how a four-decade business partnership holds together, and why he has never been focused on growth. It's a candid conversation about hiring, letting go, surviving downturns, and what he's learned about the personal side of building, and one day leaving, a business.We explore:  How Mark and his partner started a firm in 1985 with no clients, and how it grew into a specialized technology advisor to the financial services industry  Why cybersecurity is as much about people as technology, what it means to "reduce your attack surface," and two real stories of how smart, careful people get caught by scams  What earlier technology shifts taught him about today's AI moment, and why he sees the hard part as changing culture, not installing systems  What makes a 40-year partnership work, including complementary strengths, shared values, and the occasional argument about fonts  His advice on making the first hire, giving work away, and handling hard downturns, including 1987, 2000, and 2008  Why Wagner Weber has never chased growth, and what Mark has seen happen to owners who sell without knowing what comes next  A personal account from September 11, 2001, shared on the anniversary of that day  Listen now or watch on YouTube.  Guest Website: https://wagweb.com  Like and subscribe for new episodes every week.  . . . . . Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, legal, or technology or cybersecurity advice. Mark Weber and Wagner Weber Associates are independent of Stone House Investment Management, LLC, and any services referenced are not offered by or affiliated with Stone House. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

    Happy Clients, Happy Employees: Mark Weber on 40 Years of Building Wagner Weber Associates

  2. Oct 7

    From the Recovery Room to Financial Clarity: Kelly Flowers on Starting Over and Helping Others Do the Same

    After 30 years as a nurse, Kelly Flowers lost her job over a hospital vaccine mandate — and within thirty minutes, she walked out of the building she'd planned to retire from. Because she and her husband had already paid off their debt, including their home, the loss wasn't a crisis. It was an opening. In this episode, Bob and Maria talk with Kelly, now a Ramsey-trained Master Financial Coach and founder of 1114 Financials, about the unexpected year of grief that followed a 30-year career, why she sees financial coaches and advisors as collaborators rather than competitors, and the real client stories behind what she calls the difference between clarity and control. It's a grounded conversation about identity, money, and what it takes to actually change your relationship with both. We explore:  Why Kelly left a 30-year nursing career in a single morning over a hospital vaccine mandate, and how years of debt-free living gave her and her husband the freedom to make that choice  The grief she didn't expect to feel a year later, and how she worked through losing an identity she'd carried for three decades  Why she sees financial coaching and financial advising as complementary, not competitive, and how referring clients out became part of her definition of success  Real client stories, from paying off debt and building a new home to recognizing a scarcity mindset rooted in a client's own history  The difference between "perfect" and "excellent" money management, and why she believes every dollar needs a job  Listen now or watch on YouTube.  Guest Info:  Website: https://eleven14financials.com  Instagram: https://instagram.com/eleven_14_financials  Facebook: https://facebook.com/eleven14financials  Like and subscribe for new episodes every week.  . . . . . . Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, legal, or financial planning advice. Kelly Flowers and 1114 Financials are independent of Stone House Investment Management, LLC, and any services referenced are not offered by or affiliated with Stone House. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

    From the Recovery Room to Financial Clarity: Kelly Flowers on Starting Over and Helping Others Do the Same

  3. Sep 23

    It's Never Too Late to Start: Dorene Castelline on Strength, Menopause, and Building a Life You Can Sustain

    Dorene Castelline didn't walk into a gym until she was 46 — and at the time, she was in so much pain from a spinal injury that surgeons were recommending titanium disc replacement. Instead, she found strength training, and it changed the direction of her life. In this episode, Bob and Maria talk with Dorene, an IFBB Pro bodybuilder and founder of Never Too Late Fitness, about the decade-plus of competing that followed, the freak fall that convinced doctors her bones looked twenty years younger than her age, and why she's building a new movement — and an app — around a simple idea: chase strong, not skinny. It's a candid conversation about menopause, motivation, and what it really takes to make fitness a lifestyle instead of a New Year's resolution.  Listen now or watch on YouTube.  Guest Info:  Website: https://n2lfitness.com  Instagram: https://instagram.com/n2lfitness  Facebook: https://facebook.com/n2lfitness  . . . . . Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, legal, or medical/fitness advice. Any guest services mentioned are independent of Stone House Investment Management, LLC. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

    It's Never Too Late to Start: Dorene Castelline on Strength, Menopause, and Building a Life You Can Sustain

  4. Sep 9

    What Success Really Feels Like: Dr. Jacob Parrick on Building Summit TelePsychiatry

    Dr. Jacob Parrick spent twenty years chasing the moment that would finally make him feel like he'd arrived — until it came, and he felt nothing at all. In this episode, Bob and Maria talk with Jacob about co-founding Summit TelePsychiatry with two partners, why being good at medicine doesn't automatically make you good at running a business, and what he's learned about purpose, partnership, and mental health along the way. It's a grounded, honest conversation about building something meaningful once the version of success you always imagined doesn't feel the way you thought it would.  This week on Beyond the Bottom Line, Bob and Maria talk with Dr. Jacob Parrick, co-founder of Summit TelePsychiatry, a physician-led virtual psychiatry practice serving patients across Pennsylvania.  In this episode, we explore:  What it actually took to launch a private practice, and why being good at medicine doesn't automatically make you good at running a business  How Jacob and his co-founders divide the roles of entrepreneur, technician, and manager, and why that balance matters in any partnership  The moment Jacob realized a bigger paycheck wasn't the self-actualization he'd been chasing for twenty years, and what he started pursuing instead  Why community, consistency, and having people in your corner matter as much as any treatment plan, and how to know when it's time to talk to somebody  Listen now or watch on YouTube.  Guest Info:  Website: summittelepsych.com  Facebook: Summit TelePsychiatry  Instagram: @summit.telepsych  Like and subscribe for new episodes every week.  . . . . . Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, legal, or medical/mental health advice. Any guest services mentioned are independent of Stone House Investment Management, LLC. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

    What Success Really Feels Like: Dr. Jacob Parrick on Building Summit TelePsychiatry

  5. Aug 26

    From Framing Homes to Building a Legacy: Gene McLaughlin on Craftsmanship and Coming Home

    Gene McLaughlin didn't set out to become one of Northeastern Pennsylvania's most respected custom home builders. He started out framing houses as a teenager, spent years running large residential developments in the Philadelphia area, then built luxury homes in Los Angeles before coming home to start G.F. McLaughlin LLC with his brother, Christian. In this episode, Gene talks about what design-build really means, why cash flow and subcontractor relationships matter as much as talent, and what it took to bet on himself when the market fell apart in 2008. It's a grounded conversation about craftsmanship, confidence, and choosing to build close to home.  In this episode, we explore:  What design-build really means, and how handling design and construction under one roof helps control cost, quality, and communication  Gene's path from framing houses in Northeastern PA to running large developments for Pulte Homes and The McKee Group, then building custom homes in Los Angeles  Why he decided to start his own company in 2008, and what he's learned since about cash flow, subcontractor relationships, and staying steady when a job doesn't go as planned  What brought him back to Northeastern Pennsylvania, and why he says, "Wherever you go, there you are"  Listen now or watch on YouTube.  Guest Info:  Website: gfmclaughlinllc.com  Facebook: G.F. McLaughlin LLC DesignBuild  Instagram: @genefmclaughlin  Like and subscribe for new episodes every week.   . . . . . Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Any guest services mentioned are independent of Stone House Investment Management, LLC. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

    From Framing Homes to Building a Legacy: Gene McLaughlin on Craftsmanship and Coming Home

  6. Aug 12

    She Signed the Lease Anyway: Jessica Merritt on Opening a Downtown Scranton Boutique with Four Kids at Home

    What does it actually cost to bet on yourself? This week on Beyond the Bottom Line, Bob and Maria talk with Jessica Merritt, Founder and Owner of Tachi Hill, a women’s fashion boutique in downtown Scranton, Pennsylvania.  Jessica grew up in Ecuador, moved to New York at 12, worked overnight shifts at Fox News, sold designer dresses on commission in White Plains, then traded all of it for four kids and a quiet life in Northeastern PA. She started her online boutique, Jessing with Style, out of her basement. Then a text about an open storefront downtown changed everything.  In this episode, we explore:  Why she almost left Northeastern Pennsylvania — and the mom’s group, gym, and library visits that made her stay. Her line: "I don’t give up that easily."  How a single text message about an available space downtown turned a someday dream into a signed lease — and why she chose Scranton over her own hometown of Clarks Summit.  The honest math of retail: brand minimums, weekly sales checks, a brutal August, and a husband who runs the numbers and never tells her what she wants to hear.  Mom guilt in both directions — missing games for the store, and crying in the car, then getting up and doing it again.  Why her 10-year-old tracks the store’s sales on an iPad and says "we" had a good day — and how she is raising four future owners of Tachi Hill.  Her vision for downtown Scranton: brands you would normally drive to New York City or Philadelphia to find, and small businesses that lift each other instead of competing.  The advice she wanted to leave listeners with: your house can be a disaster and the laundry can be piled up — go after it anyway.  🎧 Listen now or watch on YouTube.  Guest Info: Tachi Hill — 127 North Washington Avenue, Scranton, PA Website: tachihill.com Instagram: @tachihill Facebook: @tachihill   Like and Subscribe for new episodes every week!  . . . . . Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Any guest services mentioned are independent of Stone House Investment Management, LLC. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

    She Signed the Lease Anyway: Jessica Merritt on Opening a Downtown Scranton Boutique with Four Kids at Home

  7. Jul 29

    How She Built a Booked-Out Business on Referrals, Not Ads | Patricia Bezerra

    Most businesses chase leads. Patricia Bezerra built a booked-out practice on referrals, partnerships, and a founder story her customers trust. On this episode of Beyond the Bottom Line, Bob and Maria sit down with Patricia (aka “Pachee”), licensed esthetician and owner of Pachee’s Spa in Dickson City, PA — an entrepreneur who turned a decade-long personal struggle into a thriving business, with strong opinions on competition, marketing, and knowing when NOT to scale.  For business owners, in this episode:  Why she treats competitors as peers — and how partnerships & referrals became her #1 growth engine  The discipline of deliberate growth: underpromise, overdeliver, and don’t scale faster than you can serve  How an authentic founder story markets better than any ad  Bootstrapping the unglamorous work — website, paperwork, inventory, follow-ups — and when to finally pay a pro  Meeting every client where they are: segmenting by budget, lifestyle & goals to win loyalty and retention  Whether you run a service business, a solo practice, or a growing team, Patricia’s playbook is full of practical, hard-won lessons.    🔗 Connect with Patricia / Pachee’s Spa:  🌐 Website & booking: pacheesspa.com   📸 Instagram: @pacheesspa   📍 416 Main Street, Suite 800, Dickson City, PA  •  📞 (570) 483-8121  🎧 Listen to Beyond the Bottom Line wherever you get your podcasts.  👍 Like & Subscribe for new episodes every week.  . . . . . #BeyondTheBottomLine #SmallBusiness #Entrepreneur #BusinessGrowth #Solopreneur #Referrals #Leadership #LocalBusiness  Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Any guest services mentioned are independent of Stone House Investment Management, LLC. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

    How She Built a Booked-Out Business on Referrals, Not Ads | Patricia Bezerra

  8. Jul 15

    He Got Sober and Built a $6 Million Roofing Company in 6 Years

    At his lowest point, Jim Rail was waking up at the crack of dawn to drink, cycling through six rehabs, and living in an old farmhouse with almost nothing to his name. Then he “flipped a switch” — quit drinking cold, called his brother, and started knocking on doors to sell roofs. About six years later, Rail Roofing & Construction is a multi-million-dollar operation that did $6.4M last year and is expanding into Florida and Pittsburgh.  In this episode of Beyond the Bottom Line, Bob and Maria sit down with Jim to unpack the mindset, the marketing, and the moves behind one of the most unlikely business comebacks you'll hear — from niching down to roofing only, to hiring crews and salespeople so he never had to swing a hammer again, to scaling with Facebook ads and turning down a private-equity buyout.  In this conversation:  Why “flipping the switch” to sobriety was the real business decision  Niching down: how focusing on ONE trade beat general contracting  The $65K → $150K → $1M → $6.4M growth path  Using Facebook ads to dominate a local market  Hiring for character, “hire slow / fire fast,” and getting burned  Why he turned down private equity — and what he's building next    🎧 Listen now or watch the full episode on YouTube: https://youtu.be/qGvCSWDMVZ8New episodes every two weeks.  👍 Like & Subscribe so you never miss a comeback story.

    He Got Sober and Built a $6 Million Roofing Company in 6 Years
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About

Beyond the Bottom Line Podcast is where business success meets personal fulfillment. Hosted by Maria Conigliaro and Bob Brown, this podcast is designed for business leaders, entrepreneurs, and high-achievers who want more than just financial success—they want purpose, balance, and lasting impact. Through thought-provoking conversations and expert insights on wealth, mindset, leadership, relationships and health, we help you bridge the gap between making money and making a difference. If you're ready to go beyond profits and build a legacy that truly matters, you're in the right place.

Information

  • Creator
    Beyond the Bottom Line
  • Years Active
    2025 - 2026
  • Episodes
    36
  • Rating
    Explicit
  • Copyright
    © Beyond the Bottom Line
  • Show Website
    Beyond the Bottom Line