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:

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You’ll hear why most estate plans fail, the dangers of outdated trusts, the critical role of trust funding, and why estate planning only works when attorneys and financial planners operate as a true team.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

👍 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.

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.

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

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

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💬 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

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. 💬✨

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:

1. Identity (Who am I?) - Prepositional, attached to God
2. Purpose (Why am I?) - The verb that naturally leaks out of you
3. Vision (What do I see?) - The adjective describing your desired future
4. Strategy (How will I get there?) - Your roadmap across life's realms
5. 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

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.