Beyond the Numbers

Chris Everett
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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 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

  1. FEB 18

    Navigating Wealth Management | Brad Jenkins | 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 shares the unlikely origin story that started with him reading the financial section in 7th grade, the moment he realized the industry often prioritizes profits over people, and why he built Market Guard around three pillars: excellence, integrity, and innovation. You’ll also hear the “cookies” framework behind Brad’s book Cookies and Retirement: A Recipe for Success—a simple way to understand portfolio construction, behavioral risks, and why “time and temperature” matter as much as ingredients. If you’re an investor who wants clarity, or an advisor evaluating an investment partner, this conversation breaks down what to look for, what questions to ask, and how disciplined downside protection can help clients stay invested when markets get loopy. 🎙️ Guest: Brad Jenkins, CFP® — CIO & CEO, MarketGuard 🎧 Host: Chris Everett — Everett Wealth Solutions In this episode, we cover: • Why Brad entered wealth management (and what nearly turned him away) • The 3 biggest threats to your money (and why “you” is #1) • What makes Market Guard different: returns with lower volatility • Why “Noah built the ark before it rained” is a risk-management blueprint • How to evaluate a money manager (track record, volatility periods, and skin in the game) • The Mastery Event with leadership strategist & American hero Sean Patton • What’s next: Market Guard’s new index + structured note conversations with major institutions 📌 About the show Beyond the Numbers is where growth-minded professionals talk strategy, legacy, and the financial decisions that shape their future. Hosted by fiduciary financial planner Chris Everett, the podcast explores how people align business growth with personal purpose through intentional wealth-building. Everett Wealth 👍 If this episode helped: Subscribe, leave a review, and share it with someone who wants a smarter way to think about wealth. #BeyondTheNumbers #ChrisEverett #BradJenkins #MarketGuard #EverettWealthSolutions #WealthManagement #FinancialPlanning #Investing #PortfolioManagement #RiskManagement #DownsideProtection #Volatility #BehavioralFinance #Fiduciary #RetirementPlanning #FinancialAdvisor #RIA #AssetManagement #Leadership #PurposeDrivenWealth #LegacyBuilding

    47 min
  2. When Money, Meaning, and Free Speech Collide | Nonna and Russell Working | EP 110

    FEB 4

    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 gave them a lived understanding of free speech, censorship, and the real cost of standing on principle. Russell, a Pushcart Prize–winning writer and former Chicago Tribune journalist, and Nona, an academic research administrator and author, share firsthand experiences reporting under authoritarian systems, navigating corruption, witnessing state-controlled media, and ultimately choosing meaning over financial optimization. From covering mafia wars and North Korean forced labor to confronting ideological conformity in modern America, this conversation explores how wealth, freedom, and purpose intersect when speaking the truth comes at a price. This is not a partisan debate—it’s a deep discussion about courage, incentives, personal responsibility, and what happens when people stop protecting comfort and start protecting values. Timestamps: 00:00 – What Beyond the Numbers is really about 01:36 – Choosing principle over financial optimization 02:29 – Leaving Russia: what was at stake 06:53 – Reporting during the collapse of the Soviet Union 08:20 – Mafia wars, corruption, and forbidden journalism 11:31 – Covering North Korean forced labor in Russia 14:52 – Why English-language journalism mattered 18:06 – Seeing censorship and ideological pressure in America 23:20 – Why communism misunderstands wealth creation 28:43 – Writing The Insurrectionist and challenging modern journalism 35:18 – When journalism turns into activism 40:05 – When should people speak up—even if it costs them? 47:39 – Financial security vs. living by your principles 54:08 – The internal freedom that replaces fear Call to Action: If this conversation challenged you, like the video, subscribe to the channel, and share it with someone who values free thought and honest dialogue. Comment below: When have you faced a moment where speaking up came with a real cost?

    59 min
  3. Connection Codes: Rethinking Emotional Intelligence | Phyllis and Dr. Glenn Hill | EP 109

    JAN 27

    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 struggles and shaped by decades of research, their work reframes how we understand emotions, communication, and relationships — not just in marriage, but in every area of life.   From emotional intelligence and brain science to faith, leadership, business, and personal growth, this conversation goes far beyond theory. You’ll hear how emotional disconnection happens, why traditional approaches often fall short, and how simple, practical tools can create profound change in relationships, teams, families, and organizations worldwide. Whether you’re a leader, entrepreneur, spouse, parent, or simply someone who wants deeper connection, this episode offers a powerful lens on what it means to truly understand yourself and others.   Website mentioned: connectioncodes.co   ⏱️ Timestamps 00:00 – Welcome to Beyond the Numbers 00:27 – Introducing the episode theme: connection and emotional intelligence 00:55 – Meet Phyllis and Dr. Glenn Hill, founders of Connection Codes 01:47 – How marriage struggles sparked a decade of research 04:00 – Why traditional therapy often misses the mark 07:49 – Shifting the focus from disconnection to connection 08:43 – Faith, emotions, and the brain 12:17 – Growing up with “choose joy” and the cost of suppressing emotion 15:16 – How unprocessed emotions impact the body and performance 18:25 – The origin of the Core Emotion Wheel 20:02 – Why the tool is intentionally simple and time-bound 22:56 – The eight core emotions explained 26:55 – Live demonstration of the Connection Codes 31:42 – Audible listening and why silence can feel painful 33:01 – From marriage tool to universal human framework 35:24 – Global expansion and applications in business and organizations 38:31 – Addressing narcissism and emotional dysregulation 40:54 – The School of Connection and future vision 42:01 – Final reflections on money, meaning, and connection   Everett Wealth Solutions, Inc. is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.   👉 Subscribe, rate, and review to help more people discover conversations that go beyond the numbers. 📩 Share this episode with someone who could benefit from deeper connection.

    44 min
  4. Leaders Edge Founder | Brian Becker | Beyond The Numbers | EP 108

    JAN 8

    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 leadership decisions over time. From personal accountability and operational excellence to the quiet strength of consistency, this discussion highlights the kind of leadership that isn’t flashy — but endures. Throughout the conversation, Brian emphasizes the importance of trust, preparation, and showing up for people even when it’s uncomfortable. His perspective offers a refreshing reminder that sustainable leadership is built through habits, integrity, and a willingness to take responsibility. This episode is especially valuable for leaders navigating growth, pressure, and long-term impact. ⏱ Timestamps 00:00 — Welcome and episode introduction 00:44 — Introducing Brian Becker 01:32 — Early career influences and discipline 03:18 — Learning leadership through responsibility 05:07 — Mentorship and earned trust 07:26 — The role of consistency in leadership 09:41 — Decision-making under pressure 12:05 — Accountability without ego 14:22 — Building strong teams over time 16:58 — Lessons learned from failure 19:31 — Leading through uncertainty 22:10 — Why preparation still matters 25:06 — Service-oriented leadership 27:44 — Staying grounded as responsibility grows 30:12 — Advice for emerging leaders 32:20 — Final reflections and closing If this episode resonated with you: 👍 Like the video 💬 Comment with your biggest takeaway 🔔 Subscribe for more leadership conversations 📤 Share this episode with someone who values steady leadership

    1h 11m
  5. Bob Mondo | The Law Offices of Robert J. Mondo | Beyond The Number | EP 107

    12/25/2025

    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 an educator’s mindset, breaking down complex estate planning strategies into language everyday people can actually understand. From revocable trusts and special needs planning to asset protection and advanced tax-saving vehicles, this conversation goes far beyond documents and dives into why proper planning — and proper funding — makes all the difference. You’ll hear why most estate plans fail, the dangers of outdated trusts, the critical role of trust funding, and why estate planning only works when attorneys and financial planners operate as a true team. If you want to design a legacy that avoids confusion, unnecessary taxes, and missed opportunities, this episode is essential listening. ⏱️ TIMESTAMPS 00:00 – Welcome to Beyond the Numbers 00:27 – Meet your host, Chris Everett 00:35 – Introducing Robert J. Mondo 01:31 – Why Bob approaches law as an educator 02:43 – From tax attorney to estate planning specialist 03:56 – Helping clients truly understand their plans 05:11 – Why most estate plans fall short 06:16 – The danger of form-based and DIY trusts 07:17 – Core estate planning structures explained 08:19 – Why old trusts (pre-2012) can be problematic 09:12 – Reciprocal spousal trusts and hidden risks 10:29 – Step-up in basis explained simply 11:41 – Why simplicity often wins in estate planning 12:30 – Why trusts older than 2012 should be reviewed 13:16 – What a revocable trust actually does 14:20 – Probate avoidance and asset control 15:24 – Asset protection trusts and who really needs them 16:13 – Special needs planning mistakes to avoid 17:41 – Intentionally defective grantor trusts explained 18:56 – Removing assets from taxable estates 20:18 – How promissory notes preserve control 21:41 – When advanced trusts make sense 22:00 – Attorney + financial planner collaboration 23:14 – Retitling assets without triggering taxes 24:36 – Common planning breakdowns 25:21 – A real-world missed planning opportunity 26:46 – Fixing estate problems after death 27:58 – Why transparency matters in planning 28:22 – Current estate tax law considerations 29:34 – Succession planning for solo attorneys 31:04 – Trust funding as part of a fiduciary process 32:17 – Why documents alone aren’t enough 33:27 – Checklists, reminders & accountability 34:35 – The danger of last-minute planning 35:00 – Bob’s law school journey 36:18 – Why tax attorneys collaborate differently 37:39 – Creating proprietary estate planning categories 38:58 – Custom planning vs template documents 40:18 – Why other attorneys notice the difference 41:15 – What to look for in an estate planning attorney 42:09 – Avoiding generalists in complex planning 42:58 – How to research the right attorney 43:36 – How to contact Bob Mondo 45:43 – Building the right financial team 47:16 – Why financial planning comes first 48:18 – Final thoughts & closing 🎧 CALL TO ACTION 👉 Subscribe to Beyond the Numbers for deeper conversations about wealth and meaning. 👍 Like the episode and share it with someone reviewing their estate plan. 🔔 Turn on notifications so you don’t miss future episodes. 📩 Share this episode with a family member or advisor who needs to hear it.

    49 min
  6. Better Marriage = Better Business | Carlos and Julie Munoz | Beyond the Numbers | EP 106

    12/11/2025

    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 into a redemption story marked by honesty, vulnerability, faith, and radical authenticity. After years of fear, hidden financial struggles, resentment, and emotional distance, one pivotal moment changed everything — a moment where truth surfaced, fear broke, and healing began. Their marriage transformed… And their business followed. From stagnant revenue and broken trust to explosive growth, 40 employees, expansion into multiple states, and a second business in real estate — their journey proves that sometimes the biggest business problems require a spiritual solution. If you’ve ever felt stuck in your relationship, your business, or both, this conversation will challenge the way you think about success, partnership, and faith-driven transformation. Learn more about the company Carlos & Julie run together: https://tmpjanitorial.com/ ⏱️ TIMESTAMPS 00:00 – Welcome to Beyond the Numbers 00:02 – What this podcast is REALLY about 00:27 – Meet your host, Chris Everett 00:36 – Introducing Carlos & Julie’s incredible story 01:02 – From $250K to $1.2M…and climbing 01:22 – The real reason their breakthrough happened 01:58 – Five years of separate lives & hidden struggles 02:26 – A moment of surrender, honesty & divine intervention 03:01 – Business grows as the marriage heals 03:31 – Welcoming Carlos & Julie 03:55 – How they all first met 04:23 – Early marriage, separate businesses, disconnect 05:00 – Love at first sight & their early story 06:21 – Carlos hides failures out of fear 07:37 – The moment everything came to light 08:01 – Julie’s surrender and spiritual awakening 09:07 – The emotional toll & the breaking point 10:16 – Fear, control & disconnection 11:29 – The supernatural moment at church 12:25 – The porch conversation that changed everything 13:25 – Confession, repentance & emotional honesty 14:10 – Modeling vulnerability using the Connection Code 17:05 – Fear, guilt, shame, sadness, hurt & joy — in real time 21:31 – Julie responds with honesty, hope & clarity 23:14 – Breakthrough and instant emotional shift 24:37 – Healing: what happened next 25:42 – How surrender changed their business 27:17 – Tripling the business in months 28:04 – Expansion, 40 employees & new businesses 28:34 – Carlos’ 3 commitments in every business meeting 29:34 – How Chris helped transform their financial life 30:02 – A marriage “made in heaven” 30:27 – Childhood roots & the entrepreneurial drive 31:49 – Purpose, impact & business as a tool 32:46 – How employees noticed the change 33:09 – Compassionate leadership & emotional safety 34:11 – Tools that shifted their company culture 34:28 – Working together with humility & vulnerability 35:04 – No longer faking strength — leading with truth 36:11 – Advice for struggling couples 37:15 – Rebuilding trust & emotional safety 37:38 – A message to men about passivity 38:25 – What bravery really looks like 38:45 – The next 5 years: legacy, expansion, community impact 40:25 – The legacy they’re building for their children 41:22 – A reminder that healing is always possible 42:03 – Final reflections & gratitude 42:28 – What TMP stands for 42:51 – Subscribe, rate, review & share 🎧 CALL TO ACTION 👉 If this story moved you, subscribe for more life-changing conversations. 👍 Like and comment to share how this episode impacted you. 🔔 Turn on notifications so you never miss new episodes. 📩 Share this with someone who needs hope, healing, or clarity right now.

    43 min
  7. Sam Rolph Insurance Agency | Beyond the Numbers | EP 105

    11/26/2025

    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 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 projections. In this powerful episode of Beyond the Numbers, host Chris Everett explores Sam's remarkable journey from Air Force avionics specialist to American Airlines mechanic to insurance industry powerhouse, revealing the strategies behind his explosive growth and service-first philosophy. Whether you're an entrepreneur considering a career change, building an insurance agency, or looking for inspiration on how to turn adversity into opportunity, this conversation delivers actionable insights on business transitions, financial planning, team leadership, and the power of strategic risk-taking. Learn how Sam went from mowing lawns and snow plowing to fund his insurance startup to building a referral-driven agency that prioritizes client education over sales—and why surrounding yourself with people smarter than you is the key to long-term success. Timestamps 00:00 - Welcome to Beyond the Numbers 01:10 - Introducing Sam Rolph's Journey 04:06 - The Pivot from Aviation to Insurance 07:09 - Getting Started Without a License 09:13 - Mowing Lawns and Snow Plowing to Build a Business 10:00 - The Power of Falling Into Opportunity 10:25 - Leaving the Captive Agency: The $2.5M Decision 14:25 - Underwriting vs. Order Taking: The Erie Difference 16:03 - Projecting $700K, Tracking $1.6M in Year One 17:14 - Growing Up in a Trailer Park: Financial Lessons 19:22 - Taking Care of Your Team Through Transitions 20:18 - Military Service and Turning Down $10K 23:07 - The No Regrets Philosophy 24:13 - Why Sam Called Chris After Hearing Him on Radio 26:08 - Service Mindset: Leaving People with More Knowledge 28:16 - The Circle of Knowledge 30:16 - Building a Barn-dominium on 10 Acres 33:08 - Where Sam Sees Himself in 15 Years 33:57 - Advice for Making a Major Career Shift 🔔 Subscribe for more inspiring conversations with entrepreneurs, business leaders, and wealth builders who are redefining success on their own terms. 👍 Like this video if Sam's story resonated with you 💬 Comment below: What's one major pivot you've made (or are considering) in your career or business? 📢 Share this episode with someone who needs to hear that it's never too late to reinvent yourself

    36 min
  8. Bill Bishop The BIG Idea Coach | Beyond the Numbers | EP 104

    11/12/2025

    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 masterclass in thinking bigger than your circumstances. This conversation explores the mindset shifts that transform hot dog stand businesses into gourmet chef empires. Bill breaks down why most founders unknowingly operate inside their “old factory,” how the penguin problem erases differentiation, and why the next era belongs to generalists who can orchestrate value instead of clinging to narrow specialties. Key Topics 00:00 – The story of a 68-year-young disruptor 02:10 – How a brilliant mother ignited a lifelong mission 05:18 – Why patience (and tennis coaching) shaped Bill’s transformation philosophy 08:44 – Getting unstuck: The hotdog stand trap 12:10 – Think big. Start small. The 11% rule 16:25 – The gourmet restaurant analogy that rewires your approach 21:45 – The Penguin Problem: Why most businesses blend into the crowd 27:02 – Building a $50M “hyper-intelligent building” business 33:40 – AI as a dance partner, not a threat 38:50 – Why wellbeing—not metrics—is the new value proposition 42:10 – The rise of generalists and the death of narrow specialization 47:35 – Education, critical thinking, and fixing the old factory mindset 52:48 – Future-proofing yourself through intention 56:30 – Coaching the next generation of entrepreneurs 1:01:14 – Autonomous cars and finding opportunity inside disruption 1:05:20 – The lobster story that launched a movement 1:10:02 – How to discover your own Big Idea For entrepreneurs with good intentions and a desire to build meaningful value, this conversation delivers a practical perspective wrapped in future-focused clarity. This isn’t theory—it’s transformation in real time. If this episode sparks something for you: 👍 Like this video 🔔 Subscribe for more authentic, future-focused conversations 💬 Comment with your biggest takeaway 🔗 Share this with someone who’s ready to rethink what they’re capable of #BigIdeas #BusinessTransformation #EntrepreneurMindset #ArtificialIntelligence #ThoughtLeadership #InnovationStrategy #FutureOfWork #DigitalMarketing #LeadershipDevelopment #BeyondTheNumbersPodcast

    1h 2m
  9. Randall Witte | Brand Expert

    10/29/2025

    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 rock vocalist turned creative director — for a powerful conversation about authenticity, recovery, and redefining success. From screaming on stage to leading creative teams, Randall’s story proves that the most unconventional paths often lead to the most impactful careers. He shares how “being the weirdo” became his greatest strength — and how embracing who you are can transform your brand, your business, and your life. ⏱ Timestamps 00:00 – Welcome to Beyond the Numbers: Wealth meets meaning and purpose 00:35 – Introducing Randall Witte: From punk rock to branding expert 01:02 – A journey from low-income beginnings to global record deals 02:05 – How punk rock turned pain into purpose 03:13 – Finding belonging in chaos and mentorship in unexpected places 05:14 – The life-changing advice that became Randall’s north star 06:45 – Choosing passion over practicality: From addiction to art school 08:19 – Facing doubt, rejection, and staying the course through adversity 09:49 – The power of authenticity in business and recovery 10:55 – Turning down six figures to stay true to personal values 13:14 – Manifestation, faith, and trusting your inner compass 16:29 – Why authenticity doesn’t always align with corporate definitions of success 17:58 – Keeping commitments even in toxic work environments 19:05 – Teaching authenticity to conservative industries 20:58 – How to vet your brand through storytelling and self-awareness 23:14 – Using your past — trauma, triumph, and truth — as brand power 25:36 – Breaking the rules: What’s holding people back in business 27:32 – Why being yourself is the best marketing strategy 29:57 – The psychology behind money, mindset, and communication 32:34 – The hidden emotional roots of financial behavior 33:54 – Building meaningful relationships in the digital age 35:49 – Authentic love: Why Randall and Holly built a partnership on honesty 37:17 – Recovery, resilience, and the gift of hard work 38:36 – Finding joy in everyday moments — from punk shows to mowing lawns 41:08 – What’s next: Randall’s dream to build a brand agency for trailblazers 43:09 – The story behind the job that changed everything 45:00 – How taking risks can lead to the most unexpected breakthroughs 46:15 – Closing reflections: Live and lead with authenticity 💡 Key Takeaways • Authenticity is your greatest marketing tool — and your life’s compass. • Success isn’t about status; it’s about alignment with your values. • The “weirdos” often build the most relatable brands. • Vulnerability creates connection — in business and beyond. • Sometimes, saying no to money means saying yes to yourself. 🔔 Join the Conversation If Randall’s story resonated with you: ✅ Subscribe to Beyond the Numbers for more episodes on purpose-driven success 💬 Comment what authenticity means to you 📢 Share this episode with someone who’s redefining their own path Beyond the Numbers — where money meets meaning, and stories move us forward. 💬✨

    47 min
  10. Stephen K. DeSilva | The Prosperous Soul

    10/15/2025

    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 fulfillment. From overcoming imposter syndrome to understanding your identity as the foundation of prosperity, this episode challenges everything you thought you knew about wealth. Key Frameworks Discussed: The Five Knots of Life: Identity (Who am I?) - Prepositional, attached to God Purpose (Why am I?) - The verb that naturally leaks out of you Vision (What do I see?) - The adjective describing your desired future Strategy (How will I get there?) - Your roadmap across life's realms Tactics (Daily yes/no decisions) - Alignment with everything above The Capacity Triangle: Protection Provision Identity/Worth Resources Mentioned: 📖 Book: "Money and the Prosperous Soul" by Stephen K. De Silva (Available on Amazon) 🎯 Free Financial Health Quiz: Get your capacity score and personalized insights here: ProsperousSoul.com/financial-health-quiz Three Core Programs: Prosperous Soul - Education about money and identity Purpose Train - The pull system coaching Financial Sozo - Exchange of lies for truth tool Chapters: 0:00 - Welcome to Beyond the Numbers 1:17 - Meet Stephen K. De Silva 1:35 - The Pivot from CPA to Meaning-Maker 2:46 - The Hunger for Purpose in Your 40s 3:43 - Success on the Outside, Empty on the Inside 10:23 - The Imposter Syndrome Story 11:55 - The Pull System Introduction 12:04 - The Rope Metaphor Explained 19:24 - Working Backward from Vision 20:05 - Identity: The Critical Top Knot 22:34 - Adopted vs. Orphaned Identity 24:21 - Stephen's Five Knots Revealed 26:11 - "Beside" - A One-Word Identity Story 28:06 - Purpose as Father (The Verb) 28:54 - Vision: Prosperous 29:27 - Strategy: Three-Generation Company 33:17 - Book: Money and the Prosperous Soul 34:05 - Money as Spiritual Power 35:00 - The Divided Heart Problem 35:24 - Roman, Greek, and Hebrew Lenses 38:20 - The Hebrew/Biblical Perspective 40:44 - Greek Perfection vs. Hebrew Excellence 44:23 - The Insidiousness of Perfection 44:55 - Free Financial Health Quiz 48:36 - The Capacity Triangle Explained 49:32 - Chris's Unique Approach to Financial Planning 50:15 - Closing Thoughts: Think of That Rope

    51 min
  11. Meet Chris Everett | Beyond The Numbers Host

    10/01/2025

    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 balances, revealing how understanding the human story behind the numbers creates breakthrough financial outcomes. What You'll Learn · Why understanding your relationship with money starts with understanding your story · The concept of knowing what you don't know (and how it creates breakthroughs) · How childhood experiences shape our financial behaviors as adults · The real meaning of building an empire versus just earning money · Why financial planning should address everything in your life with a dollar sign attached · Common wealth leaks that sabotage retirement and college planning Episode Chapters [00:00] Introduction & Welcome - What Beyond the Numbers is all about and meeting your host Chris Everett [01:18] What Does "Beyond the Numbers" Mean? - Understanding clients beyond their financial statements and why knowing everything with a dollar sign matters [03:06] The Circle of Wisdom - Discovering what you don't know you don't know and creating breakthrough moments [04:30] Empire Building, Not Just Money Making - Understanding what money really means to you and leveraging resources to become who you're meant to be [06:13] Who This Podcast Is For - Business owners, executives, entrepreneurs, and anyone building a legacy [07:31] Benefits of Tuning In - Finding someone you can identify with and drawing inspiration from similar experiences [09:38] The Guests You'll Meet - Business owners, entrepreneurs, multi-generational family businesses, and C-suite professionals [12:28] Real Client Breakthrough Stories - The couple living high but saving nothing and the unhappy professional trapped by childhood trauma [17:17] Numbers as Performance Measures - Why you shouldn't worry about the numbers and should focus on performance instead [18:00] Financial Topics We'll Cover - Retirement planning, college funding, wealth leaks, insurance, tax, and estate planning [20:21] Getting to Know Chris Everett - From rock and roll dreams to wealth management and early memories that shaped her approach [23:20] Chris's Journey to Financial Planning - Life as a singer, the insurance agent encounter, and building a comprehensive practice [26:49] How to Connect & Tune In - Contact information, website, and where to find the podcast [27:38] Closing Thoughts - The power of action and collective wisdom, plus how to subscribe and share About Your Host: Chris Everett Chris Everett didn't take a traditional path to wealth management. A former rock and roll singer who performed five nights a week, Chris discovered her calling when an insurance agent sparked her curiosity about helping people understand the truth about their finances. With experience spanning insurance, investments, property and casualty, and comprehensive wealth management, Chris brings a unique engineering mindset to financial planning. She describes herself as the CLO—Chief Listening Officer—because she knows that the real breakthroughs come from understanding the person behind the portfolio. Connect With Chris Everett Phone: 708-771-7777 Website: EverettWealthSolutions.com Podcast: Available on all major podcast platforms and YouTube If this episode resonated with you, please subscribe, rate, and review Beyond the Numbers on your favorite podcast platform. Share it with someone who would benefit from hearing Chris's unique approach to wealth and legacy building.

    30 min
  12. Beyond the Numbers Podcast

    09/24/2025

    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 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.

    1 min

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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 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.

Information

  • Creator
    Chris Everett
  • Years Active
    2025 - 2026
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © Copyright 2025 | All Rights Reserved
  • Show Website
    Beyond the Numbers