Podcasts about chief growth officer

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Latest podcast episodes about chief growth officer

Early Retirement
Here's How A Retiree Spends $10K/Month Safely in Retirement | Retirement Reality

Early Retirement

Play Episode Listen Later Mar 2, 2026 41:02 Transcription Available


Bob didn't retire because he was tired of work — he retired because life kept reminding him that time isn't guaranteed. In this conversation with Ari Taublieb, CFP®, Bob shares how personal loss, perspective shifts, and years of disciplined saving made early retirement feel less like a risk and more like the only choice that honored the life he wanted.He opens up about the emotional side of leaving a long career, the moment he realized he didn't want to push the goalpost back anymore, and the confidence he found once the numbers — and his values — finally aligned. Now his days are built around health, connection, slow mornings, and the freedom he once only imagined.--Bob is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Dirty Deeds Done Well
Episode 171: 1on1 mit Dr. Alexander Haldemann, CEO Publicis Groupe, Schweiz

Dirty Deeds Done Well

Play Episode Listen Later Feb 26, 2026 31:23


Worum geht es beim Geschäft mit der Kreativität tatsächlich? Wie müssen in Zukunft Kunden und Kommunikationsagenturen in einer Welt zusammenarbeiten, die immer mehr durch Fragmentierung und Technologisierung geprägt wird? Sollten in einer solchen Welt die Tage des guten alten Briefings nicht besser gezählt sein? CMOs gelten inzwischen auf Vorstandsebene als vom Aussterben bedrohte Spezies. Zudem existieren mit dem Chief Revenue Officer, dem Chief Commercial Officer und dem Chief Growth Officer weitere Häuptlinge, die sich um Märkte und Kunden kümmern wollen. Wie sieht die zukünftige Rolle von CMOs aus?

The CUInsight Network
Agentic AI - Scienaptic AI

The CUInsight Network

Play Episode Listen Later Feb 25, 2026 18:51


“We know that trust is non-negotiable.” - Vinay BhaskarThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guests on today's show are Patrick McElhenie, Chief Growth Officer and Vinay Bhaskar, Chief Operating Officer of Scienaptic AI. We discuss where lending is headed and why the next leap in AI could fundamentally change how credit unions operate.In our conversation, Patrick and Vinay explain how Scienaptic helps credit unions approve more loans while reducing risk and improving members' experiences. We learn how Scienaptic's platform considers the full life cycle of the member so that decisions are not isolated. We then dig into the main topic of the episode: agentic AI, with Patrick breaking it down into simple terms for us. While traditional AI helps answer “Should we approve this loan?” agentic AI asks, “What should we do next?” Agentic AI can coordinate workflows across systems while keeping humans firmly in control.As we wrap up the episode, Vinay also shares where credit unions will first feel the impact, especially within the first 60-90 days. He projects fewer false declines, more targeted engagement, and teams spending less time chasing data and more time working directly with members. We talk about explainability, audit trails, compliance guardrails, and what “governed autonomy” really looks like in practice. Finally, in closing, Patrick shares what he sees for Scienaptic's future on the road ahead. Enjoy my conversation with Patrick McElhenie and Vinay Bhaskar!Find the full show notes on cuinsight.com.Connect with Patrick:Patrick McElhenie, Chief Growth Officer at Scienaptic AIscienaptic.aiPatrick: LinkedInScienaptic AI: LinkedIn | YouTubeConnect with Vinay:Vinay Bhaskar, Chief Operating Officer at Scienaptic AIscienaptic.aiVinay: LinkedInScienaptic AI: LinkedIn | YouTubeIn this episode:[1:11] - Patrick explains how Scienaptic enables fair, inclusive lending that boosts growth without increasing operational burden.[4:14] - Vinay reveals that their platform delivers consistent, context-driven decisions across the entire member journey.[6:52] - Hear how agentic AI moves lending from recommendation to coordinated, human-guided action.[10:08] - Early gains include faster approvals, fewer false declines, and real-time portfolio action.[13:17] - Vinay adds that built-in governance ensures explainability, auditability, and human oversight in every AI decision.[15:56] - With governed autonomy, credit unions control automation while strengthening member relationships[17:02] - Patrick discusses some of Scienaptic's plans for the future.

It's No Fluke
E331 Gladiator Productions: A Memorable Experience about Creating Truly Memorable Experiences

It's No Fluke

Play Episode Listen Later Feb 25, 2026 36:29


Charlotte Pavlik is the Chief Growth Officer at Gladiator Productions where she drives brand visibility, supports revenue growth, and showcases the company in high-impact environments. She's known for her strategic vision and flawless execution, building meaningful partnerships with global entertainment, luxury, & consumer brands like LVMH, Sol de Janeiro, and Live Nation while leading results-driven campaigns that push the envelope.Seth Dolan, Chief Creative & Experience Officer and Co-Founder of Gladiator Productions, has 20+ years of experience in live entertainment and experiential marketing under his belt for top clients like Pandora Jewelry, The Walt Disney Company, and AmorePacific. Dolan is a visionary creative and show producer who crafts immersive large-scale experiences that tie in storytelling, design, and brand strategy for global brands.

Early Retirement
“I Would Rather Figure Retirement Out Than Continue My Job” | Retirement Reality

Early Retirement

Play Episode Listen Later Feb 23, 2026 49:10 Transcription Available


Kate retired at 51, not because everything was perfectly figured out, but because the pull toward freedom finally outweighed the comfort of routine.After more than two decades in a demanding public service career, Kate realized it wasn't the work she was tired of... it was the monotony. The same weeks. The same pressure. The feeling that life kept shrinking into Monday-through-Friday obligations. When the balance tipped just enough in favor of freedom, she trusted it and stepped away. In this episode of Retirement Reality, Kate shares what the first six months of retirement have really been like. Slower mornings. Better sleep. Coffee shops instead of commutes. Yoga instead of rushing. And the space to think clearly about what comes next, without forcing purpose or rushing into another identity.She opens up about retiring without a rigid age goal, navigating the gap before traditional retirement accounts become available, living comfortably on a modest monthly spend, and why it's okay to leave a career you enjoyed when the routine no longer fits. She also talks candidly about choosing comfort where it matters (like flying business class) while staying intentional everywhere else.Kate's story is a reminder that retirement doesn't require certainty. Sometimes it's a 51/49 decision... and trusting yourself enough to choose freedom anyway.As you listen, consider this:What part of your life feels routine out of habit — not because it still fits?Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy-Kate is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. AdvisorCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

The Fully Charged PLUS Podcast
Renault CEO on Affordable EVs, Regulation, and Europe's Small Car Future

The Fully Charged PLUS Podcast

Play Episode Listen Later Feb 23, 2026 43:06


Is regulation slowing down affordable EVs and can iconic small cars help fix it?! In this episode of the Everything Electric Podcast, Imogen Bhogal sits down with Fabrice Cambolive, CEO of the Renault brand and Chief Growth Officer, at Renault's Techno Centre outside Paris. They discuss what it will really take to make electric vehicles affordable in Europe; from the rebirth of the Renault Twingo to the regulatory changes shaping the industry. Fabrice reveals that 25% of Renault's engineering capacity is currently focused on navigating shifting European regulations, arguing that greater stability (without compromising safety) would allow manufacturers to concentrate on lowering costs for consumers. The conversation also explores the proposed M1E category for compact EVs under 4.2 metres, potentially Europe's answer to Japan's kei cars, and why Renault has decided to continue pursuing hybrids alongside fully electric models. Finally, Fabrice explains why bringing back icons like the Renault 5, Renault 4, and Twingo is about more than nostalgia and is all about trust, loyalty, and long-term value in an increasingly competitive market (ergo. China..) 00:00 Intro & Welcome 01:42 What does CEO of the Brand mean? 06:08 Why Renault is still thinking about hybrids 08:48 "Pluggable" vs. "Non-pluggable" customers 13:11 The M1E Category: Europe's answer to the Kei car? 15:43 Why regulations drive up EV costs 17:05 Why the Renault Zoe was discontinued 20:52 Reimagining the Twingo 25:24 Leveraging nostalgia and icons 32:17 Renault vs. Dacia: Managing the brand overlap 35:58 The future of Vehicle-to-Grid (V2G) 41:04 Fabrice's 2026 geopolitical magic wish Why not come and join us at our next Everything Electric expo: https://everythingelectric.show Check out our sister channel Everything Electric CARS: https://www.youtube.com/@fullychargedshow Support our StopBurningStuff campaign: https://www.patreon.com/STOPBurningStuff Become an Everything Electric Patreon: https://www.patreon.com/fullychargedshow Become a YouTube member: use JOIN button above Buy the Fully Charged Guide to Electric Vehicles & Clean Energy : https://buff.ly/2GybGt0 Subscribe for episode alerts and the Everything Electric newsletter: https://fullycharged.show/zap-sign-up/ Visit: https://FullyCharged.Show Find us on X: https://x.com/Everyth1ngElec Follow us on Instagram: https://instagram.com/officialeverythingelectric To partner, exhibit or sponsor at our award-winning expos email: commercial@fullycharged.show EE NORTH (Harrogate) - 8th & 9th May 2026 EE WEST (Cheltenham) - 12th & 13th June 2026 EE GREATER LONDON (Twickenham) - 11th & 12th Sept 2026 EE SYDNEY - Sydney Olympic Park - 18th - 20th Sept 2026 #fullychargedshow #everythingelectricshow #homeenergy #cleanenergy #battery #electriccars #electric-vehicles-uk #EverythingElectric #ElectricVehicles #EV #AffordableEV #Renault #Renault5 #Renault4 #Twingo #ElectricCars #EVNews #FutureOfMobility #CleanTransport #SustainableTransport #EuropeanEV #CityEV #SmallCars #EVPolicy #AutoIndustry #MobilityInnovation #EnergyTransition #EVPodcast

Belkins Growth Podcast
The "Upmarket" Trap: What Actually Moves Enterprise Deals | Belkins Podcast Episode #22

Belkins Growth Podcast

Play Episode Listen Later Feb 23, 2026 77:47


Companies go upmarket, hit three slow months, and decide the strategy “doesn't work.” In this live episode, Yann (co-founder of Userled, former Salesforce enterprise seller) breaks down what enterprise deals actually look like up close: long stretches of silence that aren't rejection, stakeholders who shape the decision without ever joining a call, and why “activity” can feel busy while the deal goes nowhere. You'll also hear the less glamorous side: what founder life feels like when momentum disappears, why some teams survive the hard quarters (and others don't), and how hiring for energy changes everything. Yann shares how Userled changed their ICP, survived two brutal quarters — then closed more in October–November than the rest of the year combined. We enjoyed this conversation. Hope you will too.

B2B Go-To-Market Leaders
Inside the Mind of a Chief Growth Officer: Building a Bowtie GTM Engine

B2B Go-To-Market Leaders

Play Episode Listen Later Feb 19, 2026 49:24


Send a textIn this episode of the B2B Go-To-Market Leaders Podcast, Vijay Damojipurapu sits down with AJ Gandhi, Chief Growth Officer and Go-To-Market Operating Partner, to unpack what it really takes to build a high-performing, holistic GTM engine.With a career spanning Bain, McKinsey, venture-backed startups, Salesforce, RingCentral, and private equity, AJ brings a rare 360-degree perspective on strategy, sales, marketing, partner ecosystems, and post-sales execution.AJ defines go-to-market as the entire lifecycle journey of a customer — not just sales — and explains why most companies underperform because they fail to integrate product, marketing, sales, partners, and customer success into a unified system.They dive into:Why GTM must be holistic across the full “bow tie,” from acquisition to expansion and advocacy.The diagnostic framework AJ uses to assess strategy, talent, execution, and performance in portfolio companies.How to identify waste in sales coverage, geography expansion, marketing spend, and organizational design.Why partner ecosystems follow the 80/20 rule — and how doubling down on top partners drives disproportionate returns.The importance of measuring value realization, not just selling ROI promises.How to elevate mid-level business problems to CFO-level strategic priorities through economic impact framing.Lessons from scaling enterprise and mid-market GTM motions — and the danger of straying from your ICP.Why pricing optimization and expansion within existing customers often deliver faster impact than new logo acquisition.The leadership discipline required in the first 100 days of a transformation.And AJ's advice to rising GTM professionals: master the fundamentals, focus on the 80/20, and develop influence without authority.This episode is a masterclass in combining strategic rigor with execution discipline — and a reminder that sustainable growth comes from fundamentals done exceptionally well.Connect with Vijay Damojipurapu on LinkedInBrought to you by: stratyve.com

Consistent and Predictable Community Podcast
The Blueprint for Scaling Powerful Brands: Venture Capital, Grit, and Game-Changing Growth with Chris Van Dusen

Consistent and Predictable Community Podcast

Play Episode Listen Later Feb 18, 2026 30:38


In This Episode Guest:Chris Van DusenMarketing & Sales | Private Equity | Corporate StrategyChris Van Dusen is a marketing and growth professional with extensive early-stage and capitalization experience. He is the founder of Parcon Media (now Parcon LLC), former Chief Growth Officer of Balanced Health Botanicals, and a key growth partner behind Surf City Still Works.About Chris Van DusenChris launched Parcon Media and scaled it to $1.5M in top-line revenue in under two years before merging into what is now Parcon LLC. The agency worked with brands including Travis Mathew, Experian, University of California Irvine, University of California Office of the President, and Maglite.As Chief Growth Officer of Balanced Health Botanicals (BHB) in Denver, CO, Chris allocated and deployed a ~$20 million marketing budget to democratize CBD and scale BHB into the largest supplier of hemp-derived CBD globally. His strategy fueled massive DTC and brick-and-mortar growth through 2019 and navigated the shifting COVID-19 landscape in 2020—culminating in a $75M sale to Village Farms (NASDAQ: VFF) in August 2021.Simultaneously, Chris helped scale Surf City Still Works in Orange County, CA. He expanded marketing, retained Southern Glazer's Wine & Spirits (the largest spirits distributor in the U.S.), raised $3.7M in capital, and moved operations into a 25,000 sq ft manufacturing facility—the first of its kind in Orange County. He also built a world-class advisory board including Bob McKnight (Founder of Quiksilver) and Travis Brasher (Founder of Travis Mathew), leading to a merger with Kimo Sabe, a Los Angeles-based mezcal company.Chris holds a Bachelor's degree in Economics from the College of William and Mary. He has served on boards including the Orange County Museum of Art (OCMA) and the Irvine Public Schools Foundation (IPSF). He is a member of Entrepreneur's Organization (EO), Young Executive Council (YEC), a National Board member of Alder, and has previously been a member of PTTOW!. Chris frequently speaks on marketing, growth, product-market fit, and brand building.What you'll learn in this episode:● Why truly understanding your customer is the foundation of scalable growth● How conversion rate optimization can 5X your ROI without increasing ad spend● The difference between lifestyle businesses and venture-scale companies● What venture capital investors actually look for before writing a check● Why focus beats chasing every opportunity● How discipline, grit, and “doing hard things” build elite entrepreneurs● The balance between confidence and coachability in leadershipConnect with Chris Van DusenInstagram: https://www.instagram.com/chrismvandusen/?hl=enTikTok: https://www.tiktok.com/@chrisvandusenYouTube: https://www.youtube.com/@officialcvdFacebook: https://www.facebook.com/christophervandusenLinkedIn: https://www.linkedin.com/in/chrismvandusen/ To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

The Nonprofit Lab
E86: Smarter Nonprofit Fundraising—Fixing Friction and Retention with AI (Salvatore Salpietro, Dataro)

The Nonprofit Lab

Play Episode Listen Later Feb 18, 2026 55:51


Are you growing your nonprofit fundraising, or quietly leaking donors? Salvatore Salpietro, Chief Growth Officer at Dataro and former Chief Community Officer at Fundraise Up, unpacks how digital friction, outdated segmentation, and hidden retention loss are costing nonprofits revenue. Discover how AI-driven predictive modeling and smarter signals can reduce churn, improve targeting, and strengthen fundraising performance. 

Recruiter Startup
Build Back Better: Live in Melbourne - Panel 2 with Matthew Cossens

Recruiter Startup

Play Episode Listen Later Feb 18, 2026 31:14


In Part 2 of the Build Back Better live show in Melbourne, host Dualta Doherty is joined by Matthew Cossens, Chief Growth Officer at xrecruiter and former leader behind Aurec's growth and acquisition by Randstad.Together, they discuss what's driving recruiter performance today - from the shift from billing to building businesses, to how activity, behaviour, and leadership still outperform tools, even in an AI-enabled world. The conversation also explores common scaling mistakes and the skills that will matter most over the next few years.If you're working inside or leading a recruitment business, there's plenty here to take away. Tune in!

MegaPixx Media
Importance of Education in Tech | TSI Today | Calgary Business

MegaPixx Media

Play Episode Listen Later Feb 18, 2026 8:17


Importance of Education in Tech | TSI Today | Calgary BusinessIn this episode of TSI Today, Irina Scott sits down with Cherie Bowker, Dean of SAIT's School of Advanced Technology, for an inspiring conversation on leadership, innovation, and the evolving world of tech. From discovering coding in high school to embracing VR and AI, Sherry shares her journey into STEM, the power of timing in leadership, and why solving people problems is the real game-changer. A must-watch for anyone curious about technology careers—especially young women looking to make their mark.#yycbusiness #TSIToday #WomenInTech #STEMCareers #LeadershipInTech #SAIT #FutureOfWork #TechInnovation #AI #VirtualReality #InspiringLeaders #WomenInLeadership #TechnologyEducationhttps://yyccalgarybusiness.ca/About our Guest: Cherie Bowker, Dean of SAIT's School of Advanced Technology, is a respected leader in the Canadian technology and innovation space, known for her work in digital transformation and advancing inclusive growth within the industry. She has built a reputation for driving strategic partnerships and championing opportunities for women and underrepresented groups in tech.You can connect with Cherie on LinkedIn at: https://www.linkedin.com/in/cheriebowker/About Chad and TSI Today: Chad is the Chief Growth Officer at Tridon Communications. He brings his unique global insights into complex international business models, and expertise at refining customized programs for the ever-evolving technology driven world to the show.You can connect with Chad on LinkedIn! https://www.linkedin.com/in/chad-tomaschefski-b61075a/TSI Today highlights the changes and challenges businesses face when implementing ever-evolving technologies, as experienced by fellow local entrepreneurs and business leaders. The goal of the show; lifting up the industry and companies in the industry by bringing awareness to the technology and best practices.Sponsored by Tridon Communications. https://www.tridon.com/contact-us/TSI Today is also the ideal choice to showcase your expertise. Promote your services and know how on TSI Today and:· Reach a global audience via the YYC Business website and the MegaPixxMedia YouTube channel.· Gain additional viewers of your TSI Today episodes through free publication on YYC Calgary Business social media platforms.· Download your TSI Today episode to your personal and company social media pages.Episodes are also available in podcast format and you can listen to them on Spotify, Apple Podcast, and Google Podcasts.Filmed and edited by ENTA Solutions.https://www.entasolutions.org

Early Retirement
“Stop Worrying About Healthcare Pre-65” | Retirement Reality

Early Retirement

Play Episode Listen Later Feb 16, 2026 37:11 Transcription Available


Melody describes her retirement with one word: peaceful.Not the kind she chased while working, the kind that finally arrived when she stopped.After 30 years in a high-pressure tech career, Melody retired at 55 with a clear trade-off in mind: less money, more time. She didn't walk away because she hated her work. She walked away because constantly operating in conflict (even healthy conflict) required her to be someone she wasn't, day after day. In this episode of Retirement Reality, Melody shares how she intentionally built a life that feels calm instead of compressed. She talks about choosing time over income, using spending guardrails instead of rigid rules, and why paying off her mortgage mattered more to her peace of mind than chasing higher returns. She also explains how that decision unlocked affordable healthcare before 65 — something many people assume is impossible.But Melody's story runs deeper than early retirement math. She opens up about surviving financial abuse, rebuilding her life from zero in her late 30s, and how budgeting, self-education, and emotional healing worked together to create stability. Today, retirement looks like volunteering at a cat rescue, gardening, exploring art and history, and creating handmade objects simply to give them away.Melody's journey is a reminder that retirement isn't about perfection or privilege. It's about alignment between your money, your values, and the life you want to live next.As you listen, consider this:If you could trade some income for more peace, would you?Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy-Melody is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

The Steve Harvey Morning Show
Brand Building: “She offers executive women a retreat where they can experience luxury and end with a business plan.

The Steve Harvey Morning Show

Play Episode Listen Later Feb 13, 2026 30:11 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

Strawberry Letter
Brand Building: “She offers executive women a retreat where they can experience luxury and end with a business plan.

Strawberry Letter

Play Episode Listen Later Feb 13, 2026 30:11 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

Best of The Steve Harvey Morning Show
Brand Building: “She offers executive women a retreat where they can experience luxury and end with a business plan.

Best of The Steve Harvey Morning Show

Play Episode Listen Later Feb 13, 2026 30:11 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

The Buzz with ACT-IAC
Real Leadership in the Age of AI: A Conversation with Melvin Brown II

The Buzz with ACT-IAC

Play Episode Listen Later Feb 12, 2026 20:30 Transcription Available


We are honored to chat with Melvin Brown II, Vice President and Chief Growth Officer at Contract Administration Network International (CANI), LLC, to discuss authentic leadership amidst AI advancements. Melvin shares insights on effective leadership, addressing technology and culture gaps, and the significance of judgment and adaptability. The conversation highlights the importance of supporting decision-making skills, ethical practices, and the challenges of modernization in both federal and industry settings. Melvin emphasizes the shift needed from technology focus to capability building in people and underscores the need for outcomes-based rewards. MORE INFO: ACT-IAC Academy | ACT-IACSubscribe on your favorite podcast platform to never miss an episode! For more from ACT-IAC, follow us on LinkedIn or visit http://www.actiac.org.Learn more about membership at https://www.actiac.org/join.Donate to ACT-IAC at https://actiac.org/donate. Intro/Outro Music: See a Brighter Day/Gloria TellsCourtesy of Epidemic Sound(Episodes 1-159: Intro/Outro Music: Focal Point/Young CommunityCourtesy of Epidemic Sound)

The Marketing Millennials
What Growth Actually Looks Like at a Legacy Brand with Doug VandeVelde, Chief Growth Officer at WK Kellogg | Ep. 391

The Marketing Millennials

Play Episode Listen Later Feb 11, 2026 26:01


The Super Bowl isn't the finish line. It's the starting point. Daniel sits down with Doug VandeVelde, Chief Growth Officer at WK Kellogg, to break down why Raisin Bran is making a Super Bowl appearance and why fiber is the next big cultural and consumer shift in health. From spotting early consumer signals, to turning a Super Bowl ad into a year-long growth strategy, to choosing William Shatner as the face of the campaign, Doug unpacks how legacy brands stay relevant at the biggest stage in marketing. They also dive into what success actually looks like beyond the Big Game, how Kellogg integrates marketing, product, and distribution under a growth lens, and why transparency is the marketing hill Doug would die on. If you're a marketer curious how iconic brands evolve, spot trends early, and turn attention into long-term growth, this is the episode for YOU.  Follow Phill: LinkedIn: https://www.linkedin.com/in/doug-vandevelde/ Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

Telecom Reseller
Schellman's Doug Barbin on AI-Driven Compliance and MSP Opportunity, Podcast

Telecom Reseller

Play Episode Listen Later Feb 11, 2026


In a podcast recorded at ITEXPO / MSP EXPO, Doug Green, Publisher of Technology Reseller News, spoke with Doug Barbin, Chief Growth Officer at Schellman, about how rapid AI adoption is reshaping compliance requirements for MSPs, cloud providers, and technology companies. Barbin outlined Schellman's role as one of the largest independent providers of technology, risk, and AI-related compliance assessments, serving organizations across highly regulated industries. Barbin explained that AI adoption is accelerating far faster than previous technology shifts such as cloud computing, leaving many organizations scrambling to keep pace with evolving regulatory expectations. “The adoption of AI has come out four or five times as fast as what we saw with cloud,” Barbin said. “Organizations are now trying to keep up not just from a technology risk perspective, but also from a compliance and governance standpoint.” He pointed to emerging standards such as ISO 42001 as critical frameworks helping companies manage AI governance at scale. The conversation also explored the complexity of audits and how Schellman works to simplify the process. Barbin described a “collect once, use many” approach that allows organizations—particularly MSPs—to streamline compliance across multiple frameworks such as SOC 2, HIPAA, CMMC, and federal requirements. By reducing redundancy and aligning audits to customer needs, MSPs can more efficiently expand into regulated verticals they otherwise could not serve. Barbin concluded by emphasizing the opportunity compliance creates for MSPs as they grow into more regulated markets. By helping MSPs inherit and validate customer controls, Schellman enables service providers to scale responsibly while turning compliance into a business advantage rather than a barrier. Visit https://www.schellman.com/

Pathmonk Presents Podcast
Driving Growth: Manufacturing Marketing Mastery | Paris Vega from The Nine

Pathmonk Presents Podcast

Play Episode Listen Later Feb 11, 2026 14:49


In this episode of Pathmonk Presents, we welcome Paris Vega, Chief Growth Officer at The Nine Digital. Paris shares insights on their full-scale website design and digital marketing agency, specializing in the manufacturing industry. He discusses their approach to helping industrial clients modernize their marketing strategies, emphasizing the importance of SEO, lead generation, and conversion tracking. Paris also delves into The Nine's focus on starting client relationships with comprehensive audits, ensuring proper analytics and tailored solutions. Listeners will gain valuable tips on website optimization, the significance of customer feedback, and achieving trackable results in digital marketing efforts.

Pathmonk Presents Podcast
From Chatbots to RAG: Next-Gen AI Communication Tech | Ken Herron from UIB

Pathmonk Presents Podcast

Play Episode Listen Later Feb 11, 2026 13:15


In this episode of Pathmonk Presents, we welcome Ken Herron, Chief Growth Officer at UIB, an API AI company revolutionizing human-machine communication. Ken discusses UIB's mission to simplify interactions between people and AI across various channels and languages. He delves into the challenges of communicating at scale and how UIB's solutions, including conversational AI and retrieval augmented generation (RAG), address these issues. Ken shares insights on UIB's client acquisition strategies, the importance of interactive demos, and his role in understanding customer needs. Listeners will gain valuable knowledge about the latest AI communication technologies and their practical applications in business.

Pathmonk Presents Podcast
Borderless Creativity: Shaping Global Brands and Businesses | Edgardo Melgar from Ogilvy

Pathmonk Presents Podcast

Play Episode Listen Later Feb 11, 2026 12:28


In this episode of Pathmonk Presents, we welcome Edgardo Melgar, Chief Growth Officer at Ogilvy, a world-renowned creative agency. Edgardo shares insights into Ogilvy's rich legacy of growing brands and businesses through their "borderless creativity" approach. He discusses how Ogilvy tackles diverse client challenges, from branding to content creation and public relations, always channeling solutions through creativity. Edgardo also delves into Ogilvy's focus on people development, the role of AI in marketing, and the importance of continuous personal growth. This episode offers valuable perspectives on creative problem-solving, global marketing strategies, and the future of the advertising industry.

Advisor Revelations
Rethinking the Annuity Paradigm

Advisor Revelations

Play Episode Listen Later Feb 10, 2026 32:13


This week, David Lau talks with Tom Smith, Chief Growth Officer at DPL Financial Partners, about the evolution of the 401(k) market and the current shift toward commission-free, advisory insurance. From deconstructing outdated commission structures to modernizing technology, workflows, and advisor experience, they discuss how DPL is bridging the gap for RIAs and hybrid advisors, turning insurance and annuities into a core component of modern, holistic advice. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Cloud Wars Live with Bob Evans
Why Speed Is the New Enterprise Advantage in the AI Economy | Cloud Wars Live

Cloud Wars Live with Bob Evans

Play Episode Listen Later Feb 10, 2026 27:36


In this latest episode of Cloud Wars Live, Bob Evans is joined by Colleen Kapase, Vice President of Channels and Partner Programs at Google Cloud, and Rakesh Sancheti, Chief Growth Officer at Tredence. Together, they explore how agentic AI is transforming enterprises from insight-driven organizations into adaptive, reflexive businesses. The conversation highlights how AI agents, data foundations, and partner ecosystems are reshaping productivity, decision-making, and real-time execution across industries.The Responsive EnterpriseThe Big Themes:AI Moves From Insight to Action: Enterprises are transitioning from AI that merely advises to AI systems that actively execute decisions. Agentic AI workflows enable systems to sense changes, analyze signals, and take action without waiting for human intervention. This marks a fundamental shift from dashboards and reports to operational intelligence embedded directly into business processes. The result is faster adaptation, reduced latency in decision-making, and organizations that can respond to market changes in near real time rather than after-the-fact analysis cycles.Partners Are the Critical Bridge: Technology platforms alone cannot deliver transformation. Partners play a crucial role in translating AI capabilities into real-world outcomes by combining industry expertise, customer context, and accelerators. They bridge the gap between powerful AI platforms and the specific operational realities of each enterprise. This partnership model accelerates deployment, reduces experimentation cycles, and ensures AI agents are connected to real data and real processes.Retail Emerges as a Leading Use Case: Retail provides a vivid example of agentic AI in action. Multi-agent systems personalize experiences, optimize merchandising, adjust media spend, and guide customers in real time. These systems act continuously, responding to shopper behavior, inventory signals, and market conditions instantly. The result is improved customer experience, higher returns, and operations that function more like living systems than static processes.The Big Quote: “We're really going to move past the era where data is just sitting in warehouses and being collected and really looking at it independently, and instead take advanced AI and put it in the hands of every single individual.”More from Tredence and Google Cloud:Dive into Tredence's exploration of AI agents and Google Cloud's guide for putting AI agents on the marketplace.  Visit Cloud Wars for more.

Early Retirement
New Retiree Shares How He Retired At 58 | Retirement Reality

Early Retirement

Play Episode Listen Later Feb 9, 2026 58:15 Transcription Available


Martin loved his job, but was ready for a new chapter.Martin shares how he retired at 58 to pursue his health and how he has been preparing for retirement for the last 30 years.Martin's wife still works, but he's not having an issue finding things to do in retirement.Hope you enjoy the insights shared!Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZInterested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy--Martin is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Bitcoin for Millennials
Bitcoin Mining & AI Just Hit A MAJOR Inflection Point | Adam Swick | BFM230

Bitcoin for Millennials

Play Episode Listen Later Feb 9, 2026 47:19


Adam Swick is a veteran strategist at the intersection of energy and digital finance, most recently as the Chief Growth Officer at MARA. We discuss how interruptible Bitcoin mining stabilizes grid supply and demand, why miners monetize stranded energy as a buyer of last resort, and how AI data centers collide with Bitcoin on power, uptime, and infrastructure.› https://x.com/swicktalkPARTNERS

The Fintech Factor
Fintech Takes x C&R presents Collections Conversations Episode 3: The System Behind Collections

The Fintech Factor

Play Episode Listen Later Feb 5, 2026 55:54


Welcome to Collections Conversations, a new four-part podcast miniseries from Fintech Takes, sponsored by our friends at C&R Software. The series digs into how generative AI is reshaping debt collections; what it enables, what it complicates, and why it might finally force the industry to retire the word “collections” altogether. In Episode 3, I sit down with John McNamara, Chief Growth Officer at Avtal. John's career spans the private sector and the CFPB, where he worked on Regulation F, dragging debt collection out of an era when the law literally referenced telegrams. That makes him perfect for unpacking the biggest misconception industry has about regulators, dubious credit repair organizations, and AI fluffery.  We start inside the CFPB itself. John explains what industry constantly got wrong: they didn't understand the voices shaping policy. His benchmark for whether a rule landed? A symmetry of outrage and vitriol. If both sides are pissed, that's probably right. From there, we dig into what John calls the credit reporting mess — why the credit reporting system creates inaccurate data, and how credit repair organizations exploit that through endless dispute loops Plus, John's first principles when it comes to AI: data governance and permissible purpose matter more than models, and better digital engagement usually beats new forms of automation (if someone's on your payment portal, they don't want to talk to you). Subscribe now to catch what's next. This episode is brought to you by C&R Software.  More than just debt collection, C&R sets the global standard for AI-native, humanized credit management. They simplify the complex with end-to-end credit-risk lifecycle support, powered by automated workflows, AI-native intelligence, and real-time, data-driven decisioning. Learn more at https://hubs.ly/Q03Wl1DY0. Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson Follow John: https://www.linkedin.com/in/john-mcnamara-75a2982/ Learn more about C&R Software here: https://hubs.ly/Q03Wl1DY0

The Steve Harvey Morning Show
Building Brands: She shares her expertise in helping high‑achieving women build sustainable, profitable businesses.

The Steve Harvey Morning Show

Play Episode Listen Later Feb 4, 2026 30:22 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

Strawberry Letter
Building Brands: She shares her expertise in helping high‑achieving women build sustainable, profitable businesses.

Strawberry Letter

Play Episode Listen Later Feb 4, 2026 30:22 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

Best of The Steve Harvey Morning Show
Building Brands: She shares her expertise in helping high‑achieving women build sustainable, profitable businesses.

Best of The Steve Harvey Morning Show

Play Episode Listen Later Feb 4, 2026 30:22 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ingrid Jacobs. A veteran enterprise leader, former HR executive, and Chief Growth Officer for The Revenue Retreat, a luxury boutique retreat for executive women who want to build profitable businesses without burnout. She and Rushion discuss her corporate background, her unique approach to customer integration, the challenges women face in entrepreneurship, pricing psychology, common business mistakes, age-related limiting beliefs, and the transformational design of her retreat program.

The Digital Agency Growth Podcast
Why Your Sales Hire Needs Lead Flow First - Alexis Trammell

The Digital Agency Growth Podcast

Play Episode Listen Later Feb 4, 2026 32:18


Learn the small shift that makes referrals repeatable. Check out our new video training. --What happens when years of planting seeds finally meets the right market moment?Alexis Trammel is Chief Growth Officer at Stratabeat, a B2B SaaS organic growth agency. She recently transitioned from account management into a biz dev role.  But the real story is how timing and preparation collided. For years, Stratabeat was doing the unglamorous work: niching down, building LinkedIn presence, publishing original research, speaking at conferences, nurturing relationships. Then GEO (generative engine optimization) hit right as AI anxiety peaked, and suddenly the leads started flooding in. This conversation explores what it looks like when the groundwork you've been laying finally pays off, and why most agencies aren't ready when their moment arrives.What You'll Leave With:Why lead flow needs to exist before you hire a salesperson—not the other way aroundHow years of niching down positioned them to catch the GEO waveThe compounding value of original research, LinkedIn presence, and conference visibilityWhy internal sales hires often outperform external ones when the foundation is thereHow to keep planting seeds even when you're not sure which one will sproutThe seasonality reality and why "when it rains, it pours" cuts both waysTimestamps:[00:00] Introduction to Alexis Trammel and Stratabeat[02:36] The long road of niching down and eliminating services[03:19] When AI panic created unexpected demand for GEO[05:16] Original research as a lead gen and credibility play[07:46] Coming back from maternity leave to a sales opportunity[10:00] Why the lead flow has to come before the sales hire[11:47] Wearing both the sales and marketing hats[14:10] Planning for seasonality when you're riding a wave[16:41] LinkedIn as long-term brand building, not cold outreach[22:04] GEO converting better than almost everything except referrals[30:12] The relationship groundwork that makes referrals possibleMentioned Resources / Links:Stratabeat - B2B SaaS organic growth agencyNever Eat Alone by Keith FerrazziAlexis Trammell on LinkedInTom Shapiro on LinkedIn

Becker’s Healthcare Podcast
Unlocking Transformation: How Accountable AI Partnerships Build Smarter Health Systems

Becker’s Healthcare Podcast

Play Episode Listen Later Feb 4, 2026 23:21


In this episode, Joe Benardello, Chief Growth Officer and co-founder of IKS Health, discusses how accountable partnerships and agentic AI are transforming healthcare delivery. He explores how technology, human collaboration, and shared accountability can drive better patient outcomes, reduce clinician burden, and create sustainable value for health systems.This episode is sponsored by IKS Health.

Off the Clock (Legal Value Network)
The Future of Legal Services with Industry Legend Jae Um

Off the Clock (Legal Value Network)

Play Episode Listen Later Feb 4, 2026 59:09


Join Justin Ergler and Keith Maziarek as they sit down with Jae Um, Chief Growth Officer and Head of Knowledge at Lumio, for a wide-ranging conversation about the seismic shifts reshaping the legal industry. From law firm mergers to AI adoption, this episode cuts through the noise to explore what really matters: people, strategy, and the courage to change. Key Topics: The Great Consolidation: Why there aren't 300 management teams ready to navigate what's coming, and what the wave of law firm mergers really tells us about strategic maturity in the legal market Beyond the AI Hype: Why buying technology is just the beginning—the most important investment firms can make is in their people, not their platforms (hint: it's about value capture, not just efficiency) Rethinking Client Service: How sector-focused strategies, honest conversations about value, and adaptability matter more than rigid processes or one-size-fits-all approaches Ready to challenge your thinking about the future of legal services? Listen now wherever you get your podcasts, and join the conversation about what it really takes to innovate in law. Don't forget to subscribe and leave a review!

Bare Knuckle Recovery
No More Stories: Dropping the Professional Mask After 18 Years of Sobriety

Bare Knuckle Recovery

Play Episode Listen Later Feb 3, 2026 55:12


This episode of the Bare Knuckle Recovery Podcast features a powerful conversation with Brenda Gerber Vincent, the Chief Growth Officer at Greater Fort Wayne, Inc. Brenda joins Tommy Streeter and Nate Moellering to pull back the curtain on what it means to lead a high-stakes professional career while maintaining long-term recovery."It's my struggles, not my successes, that have made me who I am." - Brenda Gerber-Vincent What happens when a high-achieving professional, a board chair, and a mother realizes that her "stealth" dependency on alcohol is no longer manageable?In Episode 38, Brenda Gerber-Vincent shares her journey from the "golden age" of Allen County economic development to the quiet descent into chaos that nearly cost her everything.Brenda discusses the "evolution of sharing" her story and why she eventually traded the safety of a mask for the freedom of the truth. From her defining moment sitting shoulder-to-shoulder with her mother to her competitive drive to "win" at recovery, this episode is a masterclass in discipline, humility, and the power of second chances.In this episode, we discuss:The Myth of the Mask: Why successful professionals are often the best at hiding their struggles and the fear of "losing it all"."No More Stories": The pivotal moment Brenda decided to be honest with her children and her community.Treatment over Termination: Why businesses need a healthy workforce to thrive and how to support employees through recovery.MODIS (Miracles on the Other Side): The mentoring group Brenda founded to support professional women in their own recovery journeys.The Discipline of Recovery: How the same skills that keep Brenda sober for 18 years make her a better leader in the business world.And much more! You can watch this episode on YouTube by searching for Bare Knuckle Recovery or find all of our episodes on bareknucklerecovery.comWatch this episode and all past episodes here: https://www.bareknucklerecovery.com/

Early Retirement
Single Retiree Shares Surprising Truth About Retiring Earlier Than His Peers | Retirement Reality

Early Retirement

Play Episode Listen Later Feb 2, 2026 54:31 Transcription Available


David's story feels familiar to a lot of people in their late fifties and early sixties. After a long career in asset management, a role change and pandemic burnout became the nudge he didn't know he needed. At sixty, he finally decided to stop working not because he had to, but because he could.He describes retirement in one word: possibility. Time with friends, hikes during the week, early dinners without rushing, and yes, plenty of pickleball. The new rhythm isn't about adding more activities. It's about having choice. He's still curious, still learning, still pushing himself with new skills and fresh goals, just without the pressure to perform.David also talks about what made the decision easy and what made it hard. Leaving a good job wasn't simple. Letting go of structure took practice. But he found freedom in quiet mornings, long walks, and realizing he didn't need a title to feel fulfilled.The conversation turns to money, too. The reality of how decades of steady saving built flexibility, how modest spending supports a rich life, and how “enough” means something different now. He's planning thoughtfully for Social Security, Roth conversions, and even legacy for his daughters, while still reminding himself to enjoy the present.If you're in your fifties or sixties wondering what's next, this episode is for you. You'll hear how stepping away from work can open new space to live, learn, and move at your own pace. Sometimes the next chapter isn't about doing more. It's about finally breathing.Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academyWant to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ--Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Empowered Patient Podcast
Providing Access to Uncovered Specialty Medications with Paul Pruitt SHARx

Empowered Patient Podcast

Play Episode Listen Later Feb 2, 2026 19:11


Paul Pruitt, Chief Growth Officer at SHARx, which is a company that partners with employers to provide access to drugs not covered by insurance, such as specialty medications. The SHARx model acts as a complementary service to existing Pharmacy Benefit Managers and allows employers to opt out of covering the most expensive drugs. Paul's personal experience managing his sons' rare condition and navigating the administrative burden and frustration of the insurance system gives him deep insights into the factors driving up the cost of medications. Paul explains, "When we started SHARx eight years ago, the really highest cost biologics and what we call specialty medications were about 35% of the dollars that were being spent within a pharmacy program. And this year, we rarely see it under 50%. So it's really become a huge issue that we're noticing and realizing why many employers have to make the jump to do something different."   "The highest cost medications are 1% to 5% of how a plan is used on the pharmacy side, but it's 90% of the dollars. So we've seen a lot of employers say, "Hey, we really care about our employees. We want to offer great benefits, but if we can't stay in business or offer a plan at all, then what good is that?" So what changes can we make? And that's where they come to us and say, "Hey, we can't participate. We may not be able to cover these medications this way going forward, but because we care about our folks, we want them to have access more affordably." That's why they partner with SHARx so that we can deliver that type of service to their people after they've made that determination of what they can and cannot cover any longer."   #SHARx #PrescriptionDrugs #HealthcareCosts #PatientAdvocacy #HealthcareTransparency #PBMReform #SpecialtyPharmacy #HealthcareInnovation #PatientCentric #DrugPricing #HealthcareCrisis #RareDiseases SHARxplan.com Download the transcript here

Empowered Patient Podcast
Providing Access to Uncovered Specialty Medications with Paul Pruitt SHARx TRANSCRIPT

Empowered Patient Podcast

Play Episode Listen Later Feb 2, 2026


Paul Pruitt, Chief Growth Officer at SHARx, which is a company that partners with employers to provide access to drugs not covered by insurance, such as specialty medications. The SHARx model acts as a complementary service to existing Pharmacy Benefit Managers and allows employers to opt out of covering the most expensive drugs. Paul's personal experience managing his sons' rare condition and navigating the administrative burden and frustration of the insurance system gives him deep insights into the factors driving up the cost of medications. Paul explains, "When we started SHARx eight years ago, the really highest cost biologics and what we call specialty medications were about 35% of the dollars that were being spent within a pharmacy program. And this year, we rarely see it under 50%. So it's really become a huge issue that we're noticing and realizing why many employers have to make the jump to do something different."   "The highest cost medications are 1% to 5% of how a plan is used on the pharmacy side, but it's 90% of the dollars. So we've seen a lot of employers say, "Hey, we really care about our employees. We want to offer great benefits, but if we can't stay in business or offer a plan at all, then what good is that?" So what changes can we make? And that's where they come to us and say, "Hey, we can't participate. We may not be able to cover these medications this way going forward, but because we care about our folks, we want them to have access more affordably." That's why they partner with SHARx so that we can deliver that type of service to their people after they've made that determination of what they can and cannot cover any longer."   #SHARx #PrescriptionDrugs #HealthcareCosts #PatientAdvocacy #HealthcareTransparency #PBMReform #SpecialtyPharmacy #HealthcareInnovation #PatientCentric #DrugPricing #HealthcareCrisis #RareDiseases SHARxplan.com Listen to the podcast here

Omni Talk
Is Walmart's AI Reset the Future of Retail Leadership? | Fast Five Shorts

Omni Talk

Play Episode Listen Later Jan 30, 2026 8:08


This Omni Talk Retail Fast Five segment, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, breaks down Walmart's sweeping leadership reorganization as the retailer reshapes its structure to accelerate AI-driven growth. Chris Walton and guest host Jenn Hahn discuss why Walmart elevated the Chief Growth Officer role, how centralized platforms change accountability, and what this shift signals about the future of retail leadership and execution. ⏩ Tune in for the full episode here: https://youtu.be/2z-nIHsIgfQ #Walmart #RetailLeadership #RetailAI #RetailStrategy #OmniTalk #RetailFastFive

Netcetera by Myosin.xyz
Chain Reactions Ep.48 Ben from Rootstock

Netcetera by Myosin.xyz

Play Episode Listen Later Jan 27, 2026 62:34


In Episode 48 of Chain Reactions, we sit down with Ben Sanders, Chief Growth Officer at [Rootstock Labs](https://rootstock.io/), to unpack what it takes to grow the oldest Bitcoin sidechain in an industry obsessed with short-term wins.Ben came into crypto with zero degen credentials. His background spans management consulting at Bain, go-to-market at WorldPay ahead of their IPO, and executive roles at fintech startups like Chipper Cash. He joined Rootstock for an interim role and ended up staying to lead growth for a chain that's been quietly building Bitcoin programmability for nearly a decade.**We cover:**- How Ben learned Bitcoin, crypto, and Rootstock all at once (with no prior Web3 experience)- The origin of Rootstock: Argentinian Bitcoiners building EVM compatibility on Bitcoin before it was cool- Why Rootstock is the "next best thing to Bitcoin" with 90% of Bitcoin's hash rate- The 3 A's framework for growth: Awareness, Attractiveness, Accessibility- Market entry strategies for Korea (retail, CEX listings) vs Japan (institutional, relationship-driven)- Rootstock Institutional and the $260B opportunity in dormant Bitcoin- Why long-term brand building is the most underrated tactic in Web3We also get into TradFi-DeFi convergence, why airdrops are overrated, and what it means to "run your own race" when every project around you is chasing flavor-of-the-month narratives.---**Timestamps**00:00 – Intro and getting started02:00 – Ben's path: Bain, WorldPay, fintech startups, zero crypto background05:30 – Learning Bitcoin, crypto, and Rootstock all at once07:30 – The shift back to utility and self-sovereignty of money09:30 – What is Rootstock: Argentinian Bitcoiners and programmable Bitcoin11:30 – Rootstock vs Rootstock Labs vs RIF token explained14:00 – First priority as CGO: interoperability and on-ramps17:00 – Why Rootstock over other Bitcoin L2s (safety, security, hash rate)20:00 – Bitcoin holders vs retail degens: different audiences, different approaches24:00 – The 3 A's framework: Awareness, Attractiveness, Accessibility26:00 – Market entry into Korea and Japan with Myosin28:30 – Korea Blockchain Week and the Korbit listing31:00 – 2026 focus: consolidation over expansion32:30 – Rootstock Institutional and unlocking $260B in dormant Bitcoin40:00 – TradFi and DeFi convergence: the industry is finally catching up44:00 – Where Rootstock fits as the space matures47:00 – Alpha for Bitcoin holders: what's coming in the next 6-9 months51:00 – Rapid fire: most underrated marketing tactic (long-term brand building)53:30 – Rapid fire: most overrated tactic (airdrops, renting TVL)55:30 – Projects doing it right: Morpho, Midas, Wheeler57:30 – Biggest learning: stay focused, run your own race---**Show Notes & Mentions**-

Early Retirement
"I Started Investing In My 30s And Retired At 53" | Early Retiree Shares All | Retirement Reality

Early Retirement

Play Episode Listen Later Jan 26, 2026 52:25 Transcription Available


Slava shares how he retired early and his whole journey to get there. Enjoy.Want to be a guest? → https://vwo3759x8i7.typeform.com/to/gh00JmnZ–––––––––––––––––––––––––––––The statements provided are from individuals who are not clients of Root Financial Partners, LLC. These individuals were not compensated for their comments, and their views do not necessarily reflect those of Root Financial Partners, LLC. The information shared is for informational purposes only and should not be considered a recommendation or testimonial regarding advisory services.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

The KidzMatter Podcast
Episode 208: Minister to Every Family with Sarah Carroll

The KidzMatter Podcast

Play Episode Listen Later Jan 26, 2026 43:38 Transcription Available


Families come in every shape and size, and as KidMin Leaders, it's our responsibility to care for them well.In this heartfelt episode, KidzMatter's Chief Growth Officer, Sarah Carroll, shares her personal journey and insights on supporting blended families and families with incarcerated parents. After delving into the complexities of shame, bullying, and the need for churches to create safe spaces for vulnerable families, host Hannah Augustine and Sarah provide encouragement for KidMin Leaders as they approach these challenges with grace, awareness, and a commitment to making a positive impact.Get your free demo of KidCheck, the expert on children's check-in, today at www.kidcheck.com.For more support regarding the content of today's episode, email support@kidzmatter.com.

Early Retirement
Why Retirees Are Flocking To This One Special Community | Retirement Reality

Early Retirement

Play Episode Listen Later Jan 19, 2026 51:47 Transcription Available


After years of research searching for the perfect retirement community, Judy found Woodside. She visited the Villages, Del Webb, and so many others that she found didn't fit what she was looking for - other active retirees of similar age. Now she's IN LOVE with retirement and shared her entire story with me on my show, Retirement Reality. This NOT a paid advertisement. If you wish to reach out for a Discovery tour of Woodside, you can email David directly at dseawell@woodsidecommunities.com and if you let him know you found him through my channel, he'll make sure to treat you well!I'm flying from Los Angeles to Aiken, South Carolina to visit the Woodside community next month myself to do a full review of the community (similar to a restaurant review, but for retirement communities)!Is there a retirement community you're excited to go to? If so, let me know in the comments and I'll add them to my list of communities to review!For Judy, early retirement comes down to one word: choices. At 57, two years into life after work, she wakes up with the freedom to choose slow mornings, long walks, golf leagues, pickleball lessons, and spontaneous trips.Her plan was always early retirement at 55, and she never lost sight of it... even when fear, routine, and the temptation of “one more year” crept in.She shares how she built her “superhero account,” prepared for healthcare, learned to balance enjoying today with planning for tomorrow, and embraced the courage to leave a career she liked for a life she loves.Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZ –––––––––––––––––––––––––––––Judy is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. Her statements reflect her own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offereCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

The CMO Podcast
Norm de Greve (General Motors) | Driving into the Next Century

The CMO Podcast

Play Episode Listen Later Jan 14, 2026 42:38


The auto industry is changing faster than ever, yet cars remain deeply personal, symbols of freedom, connection, and possibility. Few companies embody that spirit like General Motors, a brand that has shaped culture for more than a century and is now leading the charge toward an electric and connected future.Jim's guest this week is Norm de Greve, Chief Growth Officer of General Motors. GM is, of course, home to iconic brands like Chevrolet, Buick, GMC, and Cadillac. It is a $77 billion revenue powerhouse driving innovation across combustion, electric, and autonomous vehicles.Norm brings a rare combination of creativity, purpose, and business discipline to one of the world's most iconic companies. Before joining GM in 2023, he spent nearly a decade as CMO of CVS Health, helping transform the company into a purpose-driven healthcare leader.So buckle up and tune in for a conversation with a marketing leader who believes in leading with high expectations and kindness.Captured live at the ANA Masters of Marketing, in partnership with TransUnion.---Learn more, request a free pass, and register at iab.com/almPromo Code for $500 of ticket prices: ALMCMOPOD26---This week's episode is brought to you by Deloitte, TransUnion and the IAB.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Work Grind Hustle
Why Trust Beats Tactics in Marketing (and Life) | Reed Hansen on the future of Marketing | JTL139

Work Grind Hustle

Play Episode Listen Later Jan 14, 2026 51:43


What really drives growth in today's world? Better tactics… or better trust?In this episode of Journey to Legacy, I sit down with Reed Hansen, Owner and Chief Growth Officer of MarketSurge, to talk about what actually works in marketing and business today - and why the future is far more human than most people expect.Reed shares his journey from working alongside his dad in a family business, to building a career in sales and marketing, to being laid off twice due to company acquisitions, and how those moments reshaped his identity, values, and leadership.We talk about:- Why trust beats tactics in marketing (and in life)- How AI and automation are changing the way people build relationships- Why niching down helps you grow faster, not smaller- What to do if you're starting with $0 and need clients- Why “I am not my job” is a mindset every entrepreneur needs- What legacy really means when integrity mattersIf you're a growth-oriented, purpose-driven entrepreneur who wants to build something real, without losing your values, this episode is for you.

Better Wealth with Caleb Guilliams
Is the Government Targeting Life Insurance Tax Benefits? Finseca Responds | Maggie Seidel

Better Wealth with Caleb Guilliams

Play Episode Listen Later Jan 13, 2026 38:05


Chief Growth Officer, Maggie Seidel from Finseca gives the insider information on what Washington DC is doing right now in the world of finance and life insurance. What is Finseca doing to defend life insurance and agents from over regulation and tax threats. 00:00 Intro 00:52 Maggie Seidel & Finseca's Mission 03:44 Finseca's Structure and Approach 06:08 Addressing Threats 06:40 Analogy of Financial Professionals' Evolution 08:09 Pushback Against Financial Regulation and the Fiduciary Standard 09:58 Tax Code Changes and Finseca's Response 11:09 Permanence on 199A 14:02 Finseca's Approach When It Comes To Debt 19:05 Finseca's Opinion on Fiduciaries 20:49 Ernst & Young Study 26:37 What is Finseca Looking Forward To? 32:29 Finseca's Approach to the People on the Internet? 36:37 Final Thoughts Want to Join Finseca? Click Here: https://www.finseca.org/Join Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault ______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Let's Talk, People with Emily Frieze-Kemeny
Keeping People Isn't Always Kind

Let's Talk, People with Emily Frieze-Kemeny

Play Episode Listen Later Jan 13, 2026 38:57


Every leader faces it… the moment you realize someone on your team just isn't cutting it..Too often, leaders hold onto struggling employees out of compassion, hope, or fear of being “too harsh.” But avoiding hard decisions can quietly drain energy, stall team performance, and create bigger problems down the line.In this episode of Let's Talk, People, Emily sits down with Mary Beech, Chief Growth Officer at Thorne, to explore one of leadership's toughest balancing acts: managing performance with clarity and care and knowing when it's time to call it. Together, they unpack how to recognize when coaching isn't enough, how to make confident calls under pressure, and how to support your high performers. Mary shares personal lessons she learned the hard way, from holding on too long, to learning that accountability is an act of empathy.Whether you're a new manager navigating difficult conversations or a seasoned leader looking to sharpen your performance management skills, this episode offers practical tools and mindset shifts to help you lead with clarity, fairness, and heart.Timestamps: [00:01:15] Acting with Empathy and Accountability in Tough Decisions –Underperformance isn't a relationship issue. It's a team issue. As leaders, our job is to protect the business and the team, not just preserve one relationship. Mary describes how delaying difficult performance decisions can quietly erode trust, credibility, and team morale.[00:07:32] The Sprint vs. Marathon of Managing Performance – Be very intentional about which people you spend your time on. Treat your coaching and attention like a portfolio. Emily and Mary unpack when it's appropriate for leaders to overinvest time with certain team members, and how leaders can leverage strategies to balance time between both high and low performers.[00:13:09]: Evolving Roles from Generalists to Specialists – As your business evolves, not everyone will still fit the needs. What worked in an early, generalist-heavy stage may not work in a more specialized, scaled environment. Emily and Mary discuss how sometimes the most caring choice is to clarify the new expectations and support someone to shift roles or move on.[00:22:22] Feedback as a Lifelong Skill – Giving clear and timely feedback gives you credibility and reinforces you as the leader. Mary reflects on why feedback isn't a box to check but a practice to keep refining, even for experienced executives. They discuss real-time coaching and how ongoing conversations strengthen your credibility, align the broader leadership team, and give the individual a real chance to adjust.Access the episode transcript.Join the Conversation: This year we're taking audience questions! Send in your toughest people management and leadership challenges, and we'll anonymize them and tackle them in an upcoming episode. Email Abigail on our Let's Talk, People team with your situation as a written note or voice memo to abigail@arosegroup.com.Connect with Emily Frieze-Kemeny on LinkedIn and Instagram or explore her work through AROSE Group's

Early Retirement
Ex-Silicon Valley Retiree Reveals Why You Should Retire EARLY | Retirement Reality

Early Retirement

Play Episode Listen Later Jan 12, 2026 44:47 Transcription Available


Ex-silicon valley guest turned Scuba Diver shares the truth behind retiring early!Hope you enjoy the insights shared!Want to be a guest on THIS show and help others by sharing your story? Complete this: https://vwo3759x8i7.typeform.com/to/gh00JmnZInterested in a custom strategy to retire early? → https://www.rootfinancial.com/start-here/Get access to the same software I use in my videos and join the Early Retirement Academy here  → https://ari-taublieb.mykajabi.com/early-retirement-academy–––––––––––––––––––––––––––––Suzi is not a client of Root Financial Partners, LLC and received no compensation for participating in this video. His statements reflect his own opinions and experience and are not indicative of any specific client's experience and are not a guarantee of results. No cash or non-cash compensation was provided, and no material conflicts are known.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

The CMO Whisperer
Growth Signals From CES - Chase Miller

The CMO Whisperer

Play Episode Listen Later Jan 8, 2026 18:22


Welcome to a very special CMO Whisper at CES episode. This is part of an ongoing series of conversations we're recording before, during, and after CES to give CMOs and growth leaders real perspective on what actually matters right now and what's coming next. Today, I'm joined by Chase Miller, Chief Growth Officer at Claritas, where he leads go-to-market strategy and revenue growth, aligning sales, marketing, and product around an integrated growth vision. A long-time builder of market-making data business, Chase brings deep experience across analytics, monetization, product strategy, and strategic partners. He is a co-founder of Nielsen Catalina Solutions and has held senior leadership roles at Nielsen, Indian Hill Group, and Claritas. Across his career, Chase has focused on turning data identity and measurement into scalable growth engines for brands, agencies and platforms. And finally, Claritas is graciously supporting this entire CES series, helping making these conversations possible so marketing leaders can learn and hear directly from operators who are deep into work, not just talking about it. 

Early Retirement
When Is The Ideal Time To Hire An Advisor?

Early Retirement

Play Episode Listen Later Jan 5, 2026 15:52 Transcription Available


Hiring a financial advisor isn't about credentials alone, it's about timing. And for many people, getting that timing wrong can cost years of freedom.Ari explores when it doesn't make sense to hire a financial advisor, when it absolutely does, and why the decision often has less to do with intelligence or interest in finances and more to do with stress, life stage, and opportunity cost. Drawing from personal experience, real client conversations, and a story from his own life, Ari explains why pushing back, asking questions, and trusting your instincts matter just as much as spreadsheets and projections. The discussion reframes financial advice away from credentials and rules of thumb and toward partnership, value, and peace of mind. Some people genuinely enjoy managing their own finances and are well-equipped to do so — until complexity, time constraints, or major transitions enter the picture. Others reach a point where the cost of doing everything themselves quietly becomes higher than the cost of professional help. Rather than offering a one-size-fits-all answer, Ari breaks down the signals that matter most: losing sleep, worrying about missed opportunities, navigating retirement timing, tax strategy, healthcare decisions, or coordinating finances with a spouse. The goal isn't to convince anyone to hire an advisor — it's to help people make the decision intentionally, with clarity and confidence. This conversation is for anyone who has ever wondered whether they're doing just fine on their own, or whether having the right partner could help them work less, worry less, and live more.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Early Retirement
This Is When I Recommend You STOP Saving For Retirement

Early Retirement

Play Episode Listen Later Dec 29, 2025 13:25 Transcription Available


Most people think the safest path to retirement is to keep saving more, no matter how close they are to the finish line. But what if there comes a point where saving actually matters less, and investing well, living well, and spending with intention matter more?In this end-of-year episode, Ari shares why many near-retirees may need to rethink their instinct to “just keep saving.” He breaks down the surprising point where portfolio growth outweighs new contributions, why being “qualified-rich and cash-poor” can limit your freedom, and how over-saving can quietly eat into the healthiest, most meaningful years of your life. Through honest stories, real math, and a clear look at how 401(k)s, Roth IRAs, and brokerage accounts support early retirement, this episode challenges the belief that more saving is always better.If you're wondering when to stop maxing every account, when to shift dollars into a taxable “superhero” account, or how to balance retirement planning with actually enjoying your life right now, this conversation offers a different way forward — one rooted in confidence, not guilt.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.