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The Handoff w/ Jason Freeman

The Handoff w/ Jason Freeman

Written by: The Bridge
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About this listen

 The Handoff with Jason Freeman is a podcast focused on thoughtful discussions across a range of topics from business and finance to society and technology. Host Jason Freeman's mission is to have objective, "no agenda" conversations to understand history, context, and our interconnected roles in order to chart a wise path forward into the future.As an entrepreneur himself with over two decades of experience in accounting, finance, and advising small businesses, Jason aims to go beyond just numbers to explore effective communication and prosperity for all. With responsibility being handed off between generations and AI transforming industries, we must adapt prudently.In the premiere episode, Jason introduces his background and the genesis of launching his own company, Elevation Finance. He shares his journey to obtaining a college degree later in life, feeling unfulfilled in the corporate world, and ultimately following his passion for entrepreneurship. His first guest is his wife Jennifer Freeman, an entrepreneur herself, for a candid discussion about supporting each other’s dreams in business and marriage.Listen in as Jason lays the foundation for co-creating success on The Handoff podcast! By strengthening individuals, we can uplift our communities.2023 Economics
Episodes
  • The Handoff, Episode 8 | Attitude is Everything: The #1 Obstacle Holding You Back

    The Handoff, Episode 8 | Attitude is Everything: The #1 Obstacle Holding You Back
    Jan 10 2024
    In this episode of The Handoff, host Jason Freeman interviews Mollie Watkins, founder of Comprehensive Consulting Solutions for Small Businesses. They discuss Mollie's background working in various small business roles that equipped her with expertise across areas like leadership, marketing, processes, and staff management.After getting let go from a top 100 insurance company in 2019, Mollie started her own consulting firm. She explains how her business is unique in that she provides both high-level strategy consulting as well as hands-on implementation. Mollie believes effective leaders need to not only tell people what to do but show them how.When advising clients, Mollie says the number one roadblock she encounters is attitude. She emphasizes that the ingredients for success are believing you can achieve your goals, executing on plans, and maintaining positive cash flow. Even when people have tried something unsuccessfully in the past, Mollie encourages them to give it another try with a fresh perspective.Mollie also shares how she handled an employee that was not accountable at one of her client companies. By asking pointed questions and requiring accountability from leadership, she was able to get the situation corrected. She then leads by example to demonstrate what accountability looks like in action.Overall, this episode provides an inside look at Mollie's consulting approach rooted in setting clients up for success by identifying opportunities, providing hands-on guidance, and instilling strong leadership principles.
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    25 mins
  • The Handoff, Episode 7 | Navigating Health Insurance Options with Expert Blair Beaty

    The Handoff, Episode 7 | Navigating Health Insurance Options with Expert Blair Beaty
    Jan 9 2024
    In this episode of The Handoff, Jason Freeman interviews Blair Beatty from Optimum Health Insurance. They discuss the intricacies of health insurance options for individuals, families, and small business owners.Topics covered include:
    • The differences between private insurance plans, Healthcare.gov plans, Medicare plans
    • Upcoming changes to private insurance plan regulations
    • Strategies small business owners can use to offer health insurance benefits to employees without breaking the bank
    • Creative ways employers can supplement health care costs for staff
    • The challenges of finding coverage for non-U.S. citizens and permanent residents
    Blair shares his wealth of knowledge on these complex topics, explaining terminology and regulations in easy to understand language. His expertise ensures listeners walk away far more informed on how to secure the right health insurance for their personal situation.
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    25 mins
  • The Handoff, Episode 6 | Understanding Coverage Complexity with Blair Beaty, Part 1

    The Handoff, Episode 6 | Understanding Coverage Complexity with Blair Beaty, Part 1
    Dec 11 2023
    In this wide-ranging discussion, health insurance broker Blair Beatty traces his accidental career pivot from medical sales into the complex world of policies and regulations. Sparked by the steep premiums and paltry coverage he secured during a gap in work, Blair realized how challenging securing affordable care could be. He highlights the annual changes requiring continuing education and certification maintenance. Turning 65 presents a pivotal transition into Medicare with Advantage versus Supplement plans. Blair prides himself on simplifying the process so people can evaluate options. He helps younger buyers parse health exchange criteria and warn of looming eligibility restrictions in private market options. With open enrollment in full swing, families have until December 15 to lock in a 2023 plan or pay a monthly premium penalty. As rules frequently shift, Blair underscores the value of having a knowledgeable guide. He looks to eventually expand his solo practice to meet demand.
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    20 mins
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