Beyond the Numbers

Chris Everett
  • 5.0 (1)
  • Investing
  • Updated Weekly

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. 5d ago

    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 tells the story of two $100 million staffing companies led by two very different CFOs — and what happened to each of them two years later. He and Chris dig into why long-term business success can quietly become its own obstacle, what Tom looks for first when a company's culture is breaking down, why "revenue solves all ills" is a dangerous myth, and the most common financial planning mistake he sees as staffing firms scale past their bookkeeper's capabilities. Connect with Tom and Visus Group at visusgroup.com. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    Two $100M Staffing Firms, Two Different Leaders: What 30 Years of Executive Coaching Reveals EP 128

  2. Aug 5

    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 leaders and the vendors that serve them. In this conversation with Chris Everett, Bill explains why organizations that invest heavily in new platforms so often see the same disappointing results: the real gap usually isn't the software, it's adoption, operational discipline, and data clarity. They talk through what a genuine technology assessment looks like, how nonprofits should think about "responsible AI" without losing the human element donors trust, and what Bill learned about his own financial architecture after leaving a stable corporate career to build an independent practice. Connect with Bill and IBW Solutions at ibwsolutions.com. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    30 Years Inside Nonprofit Tech: Why the Platform Is Almost Never the Real Problem | EP 127

  3. Jul 29

    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 for a couple, the lifetime income gap can exceed $200,000. In this episode, Chris walks through a real married-couple scenario showing how spousal and survivor benefit rules change the optimal strategy, and why "wait as long as possible" isn't a one-size-fits-all answer. If you're within five years of claiming, this is the conversation to have before you decide anything. Grab the free Pre-Retiree resource here: everettwealthsolutions.com/knowledge-vault/ Book a Pre-Discover Session (30 min, no cost): https://calendly.com/ews407/30min?bac... Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

  4. Jul 22

    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 business from two people to a working studio — including the missed invoice that pushed him to invest in real systems — and walks through how C2 helps brands discover their authentic positioning instead of chasing trends. He and Chris talk through why branding ROI looks different from a pay-per-click campaign, how brand equity becomes real financial value (using Starbucks and Red Bull as examples), and what it means to measure success by legacy rather than just revenue. Connect with Patrick and C2 Creative Studio at c2creativestudio.com. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    15 Years Building Brands: A Chicago Creative Director on Why Branding Is a Financial Decision EP 125

  5. Jul 15

    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: underestimated healthcare costs (often exceeding $300,000 for a couple), ignored inflation, and longevity risk that turns "the number" into mile 20 of a 26-mile race, not the finish line. Chris walks through three questions that reveal whether you have an actual income strategy or just a savings balance. Grab the free Pre-Retiree resource here: everettwealthsolutions.com/knowledge-vault/ Book a Pre-Discover Session (30 min, no cost): https://calendly.com/ews407/30min?bac... Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

  6. Jul 8

    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 life — including a partner whose adult children are still struggling to accept it — while building a financial plan that supports the life she actually wants to live. Susanna's story weaves together a decades-long scarcity mindset she's still working to release, a creative renaissance through writing, and the deeply personal, often unromantic conversations that come with blending two lives — homes, inheritance, and what happens when one partner passes first. What You'll Learn: Why scarcity mindset doesn't disappear with wealth — and how Susanna is working through hersThe unexpected challenge of later-in-life relationships: adult children who can't accept a parent's new partnerWhy a stepchild's grief often runs far deeper than it appears — and isn't really about the new partner at allHow couples counseling, prayer, and persistence carried Susanna and her partner through their hardest seasonThe practical financial conversations every blended-family couple needs to have, long before the romance fades into the backgroundWhy Susanna let go of a beloved lake house that no longer served her, even though it was a sound investmentSusanna's biggest takeaway: you have to ask for what you need — nobody in your life is a mind readerResources: Everett Wealth Solutions: https://everettwealthsolutions.com/ Free resource + Pre-Discover Session (30 min, no cost): https://calendly.com/ews407/30min?back=1&month=2026-06 Subscribe to Beyond the Numbers for conversations where money meets meaning and purpose. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    Navigating Love, Faith & Family Later in Life with Susanna Mlot | EP 123

  7. Jul 1

    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 they'd make if they were thinking clearly. In this solo episode of Beyond the Numbers, fiduciary financial planner Chris Everett breaks down why long-term care is the financial risk with the highest probability of wiping out everything a couple spent 30 years building — and what a real strategy to protect against it actually looks like. What You'll Learn: Why long-term care is the most avoided and most consequential financial decision most pre-retirees never makeThe reframe that changes everything: this isn't planning for sickness — it's protecting the retirement you builtWhy the average private nursing facility costs over $90,000 a year — and why Medicare won't save youHow one long-term care event can erase 30 years of savings with no bad investment decisions involvedWhy waiting doesn't give you more time — it gives you fewer options at a higher costThe unique risk business owners face when this is missing from their planWhere to start building a real strategy before the window closesResources: Everett Wealth Solutions: https://chris-everett.knowledgevaultpress.com/long-term-care Free resource + Pre-Discover Session (30 min, no cost): https://calendly.com/ews407/30min?back=1&month=2026-06 Subscribe to Beyond the Numbers for conversations where money meets meaning and purpose. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

  8. Jun 29

    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 privacy regulations continue to multiply. In this episode of Beyond the Numbers, she joins host Chris Everett for a wide-ranging conversation about what data privacy really means for business owners, what the regulatory landscape looks like right now, and how to protect your business without drowning in legal fees. Donata's story starts with a Target data breach notice, a first date that turned into a business plan, and a career-long mission to democratize privacy compliance for the businesses that need it most but can least afford the lawyers to get there. What You'll Learn: Why most businesses assume they're too small for privacy laws to apply — and why that assumption is dangerousThe first step every business owner needs to take to understand their compliance obligationsWhy your privacy policy must match your actual practices — and the legal exposure when it doesn'tThe growing state-by-state privacy patchwork in the US and what it means for your business in the next 3-5 yearsThe shocking license plate reader story — and what it reveals about how personal data is being shared without consentWhy compliance always has to come from the top of the organization to actually stickHow Termageddon is expanding globally — and what different countries' privacy laws reveal about their culture🔗 Links & Resources: Termageddon: https://termageddon.com/ Follow Donata on LinkedIn:   / donata-stroink-skillrud   Subscribe to Beyond the Numbers for conversations where money meets meaning and purpose — bringing together voices from business, finance, law, and leadership to talk about the moments that shape us and the strategies that sustain us. Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

    Privacy Law, Data Breaches & Protecting Your Business | Donata Stroink-Skillrud | Ep 121
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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
    29
  • Rating
    Explicit
  • Copyright
    © 2026 Chris Everett
  • Show Website
    Beyond the Numbers