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

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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You’ll hear why most estate plans fail, the dangers of outdated trusts, the critical role of trust funding, and why estate planning only works when attorneys and financial planners operate as a true team.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.

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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

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