Podcasts about chief growth officer

In this episode, Vijay Bachani, President and Chief Growth Officer of New York Bariatric Group, discusses ASC trends, expansion opportunities, and how partnerships, negotiation leverage, and high BMI capabilities position his organization for strong growth in the year ahead.

This episode features Tim Fuchs, Chief Growth Officer, and Amanda Whitener, Senior Director of Client Development at nimble solutions. They share actionable strategies ASCs can use to accelerate cash flow, strengthen revenue cycle performance, and stay proactive in the face of rising costs, increasing payer complexity, and ongoing industry uncertainty.This episode is sponsored by nimble solutions.

This episode features Tim Fuchs, Chief Growth Officer, and Amanda Whitener, Senior Director of Client Development at nimble solutions. They share actionable strategies ASCs can use to accelerate cash flow, strengthen revenue cycle performance, and stay proactive in the face of rising costs, increasing payer complexity, and ongoing industry uncertainty.This episode is sponsored by nimble solutions.

This episode features Tim Fuchs, Chief Growth Officer, and Amanda Whitener, Senior Director of Client Development at nimble solutions. They share actionable strategies ASCs can use to accelerate cash flow, strengthen revenue cycle performance, and stay proactive in the face of rising costs, increasing payer complexity, and ongoing industry uncertainty.This episode is sponsored by nimble solutions.

Some retirees have more money than they ever imagined… and still feel guilty buying the $5 M&Ms.This episode is for the lifelong savers who nailed the retirement planning side—maxed out accounts, invested consistently, hit their “number”—but feel stuck when it's time to actually spend. James and Ari share real client stories of multimillionaires who still walk past convenience to save a few dollars, not because they need to… but because the “always save” habit is so deeply wired in.In this episode, you'll hear:Why it's so hard to shift from accumulator to spenderHow a scarcity mindset can follow you into a very comfortable retirementThe “M&M moment” that exposed just how powerful old money habits can beSimple ways to practice guilt-free, intentional spending that aligns with your valuesIf you've ever asked yourself, “Is it really okay to spend this in retirement?” this conversation will help you see your money as a tool for memories, not just a balance sheet number.-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.

About the Guest(s):Maddy Roche - Maddy handles all marketing, growth, and prospect engagement for Childfree Trust® - the first nationwide medical and financial POA, executor and trustee representation service for the Childfree population. She understands the challenges of being Childfree as it relates to estate planning and is passionate about educating her community about ways to prepare.Before joining Childfree Trust®, she was XYPN's first employee and host of XYPN's podcast Behind the Advisor. In her previous roles as Vice President and Executive Business Coach, she helped build and lead the departments that deepen XYPN's membership value.Maddy has seen, heard, and helped thousands of financial planners throughout their entrepreneurial journeys with energy, expertise, and compassion.Episode Summary:In this enlightening episode of Money Roots, host Amy Irvine is joined by Maddy Roche, Chief Growth Officer at Child Free Trust, for an in-depth discussion on a timely financial planning topic: estate planning for child-free individuals. Maddy's expertise comes to the forefront as they explore the common misconceptions surrounding estate planning for those without children, emphasizing the need for a structured plan to safeguard one's legacy. This conversation is critical for the 25% of Americans who lack children, whether by choice or circumstance.The conversation delves into the innovative solutions offered by Child Free Trust, a groundbreaking initiative poised to fill the "fiduciary void" faced by child-free adults. By January, the organization will officially provide nationwide services as medical power of attorney, financial power of attorney, executor, and trustee, uniquely catering to the 15 million Americans over 55 without children. Amy and Maddy discuss the substantial need for such services and how the digital platform will facilitate critical information sharing across all 50 states, ensuring individuals have someone to rely on in times of medical emergencies, cognitive decline, or death. This episode shines a light on the future of estate planning, presenting options for those who previously had limited solutions.Key Takeaways:Child Free Trust offers the first nationwide estate planning service tailored for individuals without children.Estate planning isn't just about preparing for death; it's also about emergency preparedness for medical situations and cognitive decline.The service covers all 50 states, providing comprehensive solutions that include medical and financial power of attorney, executor, and trustee roles.Many child-free individuals face the "fiduciary void," lacking a designated representative to act on their behalf amid emergencies.Maddy emphasizes the importance of removing emotional biases in decision-making, opting for professional, impartial third-party services.Notable Quotes:"A lot of people say, oh, it must be so easy to plan for estate planning purposes when you don't have kids. I'm like, yeah, like, who do you leave your stuff to? It's actually a big problem." – Amy Irvine"There are 25% of Americans that don't have kids either by choice or by circumstance." – Maddy Roche"15 million Americans over 55 don't have children. It's a huge market; it's a huge underserved market in so many ways." – Maddy Roche"We really try to neutralize some of this ahead of time, and working with a planner like you can help." – Maddy Roche"This takes that out and there's continuity, so it doesn't matter if there's any health events, there's that continuity of care that continues." – Amy IrvineResources:Child Free Trust – Offering estate planning services tailored for child-free individuals.

Send us a textIn this episode of The AI Advantage, Matt Brown sits down with Michele (Majka) Salerno, Chief Growth Officer at Celerant Technology, to explore how AI is transforming real-world retail.Michele breaks down how Celerant is helping independent and mid-market retailers compete with big-box giants through practical AI tools that actually save time and drive sales. From an AI-powered “Talk to SQL” agent that lets retailers query their data in seconds, to predictive product recommendations, SEO-trained content suites, and automated review responses, Celerant is redefining what efficiency and personalization look like on the sales floor and online.They also discuss how Google's new AI-driven search is reshaping discoverability, why “context is the new content,” and what the rise of AI means for the future of retail jobs and marketing.Support the show

L'ensemble des liens utiles : Besoin de former vos managers via notre Yaniro Leadership Program ? Prenez rendez-vous iciEnvie d'envoyer à vos managers la version auto-administrée de notre formation au management ? C'est ici : https://yanirowiki.co/kitEt pour retrouver les meilleures pratiques RH directement dans notre Yaniro Wiki c'est ici : https://yanirowiki.co/Bienvenue dans le podcast du HUMAN FACTOR by YANIRO, je m'appelle Alexis Eve et tous les mercredis je vais à la rencontre des Startups les plus véloces pour rentrer en détails dans les bonnes pratiques RH qui leur permet de faire du Facteur Humain un levier de croissance plutôt qu'un risque ! Le Human Factor ce n'est pas qu'un Buzzword, c'est aussi le nom de notre premier livre !Les clés de l'alignement entre associé.e.s, d'une organisation adaptée ou encore de la bonne relation à son travail, The Human Factor c'est 100 pages de retours terrain des plus belles startups et de bonnes pratiques actionnables.Vous pouvez contacter Régis sur LinkedIn et découvrir son académie de formation au Lean.Ressources recommandées par Régis :Le livre Learning to Scale de Régis MedinaL'Institut Lean France et ses événements gratuitsRetrouvez également les anciens épisodes de ce podcast sur ce sujet :Mettre en place la méthode Lean avec Jonathan Vidor, Président Fondateur de JVWEBLe Lean Management pour développer les équipes avec Marie Moulinié, Chief Growth Officer chez THEODO

In this inspiring episode, host David DeCelle sits down with ModelFA's newest team member, Joseph Pietrocini, Chief Growth Officer. Joseph shares his entrepreneurial journey, from launching a lawn care business in sixth grade to building a digital marketing agency in college, and how his faith and vision have shaped his career. Discover how Joseph's passion for innovation and impact led him to ModelFA, where he's helping drive the next wave of AI-powered tools and automations for financial advisors. Hear about his big goals, including his commitment to generosity and making a difference in his community, and get a behind-the-scenes look at the exciting projects on the horizon for ModelFA. Whether you're an advisor, entrepreneur, or just love a good story about growth and purpose, this episode is packed with insights, laughs, and motivation. Plus, find out where you can follow Joseph's journey online! Connect with Joseph: Email: Joseph@modelfa.com Website: modelfa.com LinkedIn: https://www.linkedin.com/in/josephpietrocini/ --- About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

In this episode, Vijay Bachani, President and Chief Growth Officer of New York Bariatric Group, discusses ASC trends, expansion opportunities, and how partnerships, negotiation leverage, and high BMI capabilities position his organization for strong growth in the year ahead.

In this episode, Vijay Bachani, President and Chief Growth Officer of New York Bariatric Group, discusses ASC trends, expansion opportunities, and how partnerships, negotiation leverage, and high BMI capabilities position his organization for strong growth in the year ahead.

Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last paycheck and the life you want to live.In this episode, Ari Taublieb, CFP®, shares the five things every early retiree should know before calling it quits. From the overlooked “Rule of 55” to navigating healthcare costs and tax traps, this guide helps you move forward with confidence in your plan instead of crossing your fingers.Here's what we cover:The Rule of 55 — how it lets you access 401(k) funds early (and the key mistake that disqualifies you).Healthcare before Medicare — how to budget smartly, use tax strategies, and avoid sticker shock.Taxes & Withdrawal Strategy — why a $2M 401(k) isn't really $2M, and how to create real after-tax income.Legacy Goals — whether you want to leave a million or spend it all, your intentions should drive your plan.Lifestyle & Purpose — how to avoid the “I'm bored already” phase and build fulfillment into your retirement.Retiring early isn't about escaping work, it's about creating a life you don't want to escape from.If you're serious about retiring at 55 (or sooner), this episode helps you think beyond the math so you can design your freedom with purpose.-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.

In this episode, we sit down with Josh Studzinski, Chief Growth Officer at CarePredict, to explore how data-driven technology and AI are reshaping the senior living industry. We discuss how operators can evaluate, implement, and measure the ROI of technology solutions—and why success starts with aligning organizational goals from the top down.In this episode, we cover:Defining ROI and aligning metrics for successful tech implementationOvercoming “analysis paralysis” when evaluating new toolsUsing real-time data to enhance caregiver responsivenessHow CarePredict helps communities identify and adjust care needs earlyMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestJosh Studzinski (Chief Growth Officer, CarePredict): https://www.linkedin.com/in/joshstudzinski/ This episode was recorded at the 2025 LeadingAge annual meetingProduced by Solinity Marketing.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTok

In this week's episode of The Publisher Podcast, we're joined by Megha Garibaldi, Chief Growth Officer at The Atlantic. Megha leads the consumer revenue vertical, including consumer marketing, and she helped lead The Atlantic to its milestone of 1 million paid subscribers and reaching profitability in 2024. She spoke to Esther at FIPP Congress about the changes she's seen in audiences' willingness to pay over the years, the differences and similarities of working on membership and subscriber-driven publications, and where she's looking for audience growth in the current challenging landscape. Megha also discussed the differences and similarities of marketing free versus paywalled publications from her work previously at The Guardian, and their respective member and subscriber approaches. Get the write-up of the key points of this interview in your inbox by subscribing to The Publisher Newsletter, over on voices.media

Peter Pinfold is Co-Founder and Chief Growth Officer at Darabase, a London-based prop-tech platform pioneering “digital property rights” and augmented reality media networks. He leads commercial strategy and expansion into new markets, including recent growth into Canada. With a background in innovative digital media and technology, Peter is focused on helping advertisers, property owners and cities unlock value by layering digital experiences over physical space.Paula Chiocchi is the President and Founder of Outward Media, Inc. (OMI), a Los Angeles-based marketing firm specializing in high-quality, multi-channel B2B data and campaign execution.They are the sponsor of today's show.

Headlines for November 13Czech Central Bank buys Bitcoin, first central bank everTether's gold empire - $12B+ holdings, hiring HSBC tradersSingapore stablecoin regulations + CBDC trialsHyperliquid flash crash - $63M in POPCAT liquidationsBitfarms Exits Bitcoin Mining for AI Data CentersWe also hear from Luke Hajdukiewicz, Chief Growth Officer, at Blueprint Finance, about stablecoins in the UK.LITTLE BITZThe first-ever spot XRP ETF launched trading in the U.S., marking another milestone for crypto ETF approvals after years of SEC battles with Ripple.Grayscale, the Bitcoin and Ethereum ETF operator, filed for an IPO that would make them the first major crypto asset manager to go public since Coinbase.SharpLink Gaming posts $104M profit from ETH treasury, a 1000%+ increase. They are the first DAT to complete a full quarter dedicated to Ethereum.WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostsQuileEmail: kyle@dailycryptonews.netX: @CryptoQuile——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! WE ARE NOT EXPERTS! WE DO NOT GUARANTEE A PARTICULAR OUTCOME. WE HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT. Hosted on Acast. See acast.com/privacy for more information.

This episode is brough to you by System Six, an outsourced finance, accounting, and tax partner to over 300 businesses nationwide*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  *  The process of searching for, acquiring, and operating a small business is changing. Those who don't know how to leverage the power of AI may find themselves quickly falling behind those who do. Joining me today is Geoff Woods, author of The AI-Driven Leader, currently one of the fastest growing and best-selling AI books in the world. Prior to writing the book, Geoff was the Chief Growth Officer of Jindal Steel & Power, where he drove market cap growth from $750M to $12B in four years through AI-driven leadership.

The trick to reaching the right patients isn't using every marketing channel. It's finding the right mix of both internal and external channels that fit your personality and stage of practice, balancing risk with certainty.Looking to the future, Influx Marketing's Max Baybak sees marketing in aesthetics built on diversified, authentic branding and smarter use of technology. Practices that connect with patients on a personal level—whether by channel or message—will stand out.Learn why a more integrated tech stack is key to retention, how to market toward different age groups, and how AI agents could end up taking on busywork so humans can focus on high-value patient relationships.In the end, your brand will be the tie-breaker. Strong, authentic branding builds trust, loyalty, and what Max calls “return on brand.”About Max BaybakMax Baybak is the co-founder and Chief Growth Officer at Influx Marketing, where he helps aesthetic practices grow with smart, creative strategies. With 17 years in marketing—and more than a decade focused specifically on aesthetics—he's done it all: from digital ads and SEO to automation, PR, and social media. Max has led successful campaigns for everyone from scrappy startups to Fortune 500s, and he's passionate about bringing that same level of strategy and results to the aesthetics industry.Connect with Max on LinkedInLearn more about Influx MarketingCheck out the Next Level Practices podcastCheck out The Technology of Beauty Podcast with Dr. Grant StevensGuestMax Baybak, Co-Founder & Chief Growth OfficerInflux MarketingHostTyler Terry, Director of Sales, MedSpaNextechPresented by Nextech, Aesthetically Speaking delves into the world of aesthetic practices, where art meets science, and innovation transforms beauty.With our team of experts we bring you unparalleled insights gained from years of collaborating with thousands of practices ranging from plastic surgery and dermatology to medical spas. Whether you're a seasoned professional or a budding entrepreneur, this podcast is tailored for you.Each episode is a deep dive into the trends, challenges, and triumphs that shape the aesthetic landscape. We'll explore the latest advancements in technology, share success stories, and provide invaluable perspectives that empower you to make informed decisions.Expect candid conversations with industry leaders, trailblazers and visionaries who are redefining the standards of excellence. From innovative treatments to business strategies, we cover it all.Our mission is to be your go-to resource for staying ahead in this ever-evolving field. So if you're passionate about aesthetics, eager to stay ahead of the curve and determined to elevate your practice, subscribe to the Aesthetically Speaking podcast.Let's embark on this transformative journey together where beauty meets business.About NextechIndustry-leading software for dermatology, medical spas, ophthalmology, orthopedics, and plastic surgery at https://www.nextech.com/ Follow Nextech on Instagram @nextechglowAesthetically Speaking is a production of The Axis: theaxis.io Theme music: I've Had Enough, Snake City

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.

You're Using AI Wrong (Do This Instead) Geoff Woods on ChatGPT and AI with Jeff Dudan #226 You're probably using AI wrong — and it's costing you time, focus, and real business growth. In this episode of Unemployable with Jeff Dudan, Jeff sits down with Geoff Woods, Co-Founder of The One Thing with Gary Keller and Jay Papasan, former Chief Growth Officer at Jindal Steel and Power, and author of The AI-Driven Leader. Geoff reveals why most people are majoring in the minors with AI — focusing on low-value tasks instead of high-impact strategy. He shares the CRIT Framework (Context, Role, Interview, Task) that turns ChatGPT into a true thought partner—helping leaders make faster, smarter decisions and unlock exponential results. They discuss how executives can 10x their productivity, transform meetings, and use AI for real strategic advantage — without becoming coders or data scientists. If you lead people, manage teams, or want to future-proof your business, this episode will completely change how you think about AI, leadership, and time.

You're Using AI Wrong (Do This Instead) Geoff Woods on ChatGPT and AI with Jeff Dudan #226 You're probably using AI wrong — and it's costing you time, focus, and real business growth. In this episode of Unemployable with Jeff Dudan, Jeff sits down with Geoff Woods, Co-Founder of The One Thing with Gary Keller and Jay Papasan, former Chief Growth Officer at Jindal Steel and Power, and author of The AI-Driven Leader. Geoff reveals why most people are majoring in the minors with AI — focusing on low-value tasks instead of high-impact strategy. He shares the CRIT Framework (Context, Role, Interview, Task) that turns ChatGPT into a true thought partner—helping leaders make faster, smarter decisions and unlock exponential results. They discuss how executives can 10x their productivity, transform meetings, and use AI for real strategic advantage — without becoming coders or data scientists. If you lead people, manage teams, or want to future-proof your business, this episode will completely change how you think about AI, leadership, and time.

Show SummaryOn today's episode, we're featuring a conversation with Navy Veteran David Boone, a retired Rear Admiral and President and CEO of the San Diego Military Advisory Council or SDMAC. SDMAC is a nonprofit that advocates on behalf of the service members, veterans, and their families in the greater San Diego region. Provide FeedbackAs a dedicated member of the audience, we would like to hear from you about the show. Please take a few minutes to share your thoughts about the show in this short feedback survey. By doing so, you will be entered to receive a signed copy of one of our host's three books on military and veteran mental health. About Today's GuestSan Diego Military Advisory Council (SDMAC) President and CEO David Boone is the CEO of SDMAC (sdmac.org) which is a nonprofit that advocates, informs and connects the San Diego military with the community, industry and civic leaders. Previously, he provided consulting services for a wide portfolio of clients in the engineering and construction industry. He was the Executive Vice President and Chief Growth Officer for Michael Baker International responsible for both public and private sector development in the consultant and engineering industry from highway and bridges to water, construction services and planning. Prior to that, he was President of CB&I Federal Services and its successor organization, APTIM Government Services. He joined the CB&I team in December 2013 following a 30 year career in the Navy. He began in Strategic Development, and Business Development then promoted to Chief Operating Officer and then President in the Federal sector of Engineering and Construction, Environmental Services, Energy and Base Operating Services.Mr. Boone retired from the US Navy in 2013 as a Navy Civil Engineer Corps Rear Admiral. His last active duty assignment was the Director of Shore Readiness where he was responsible for overseeing facilities and energy funding and policy for 70 bases worldwide – a $9 billion annual budget. His tours as Commanding Officer included Underwater Construction TEAM ONE (Seabees), NAVFAC MARIANAS (Guam), and NAVFAC Mid-Atlantic.Raised in Yokohama, Japan, high school in Oregon, Mr. Boone first attended the University of Oregon and the Oregon Institute of Marine Biology. He then transferred and graduated from Cal Poly SLO in Civil Engineering with Masters degrees in Coastal Engineering and Construction Management from the University of California, Berkeley. He is a registered professional engineer (Virginia and Florida). He was a Navy contracting officer, a Navy Diver, and maintains a TOP SECRET security classification. He received numerous personal Navy awards, including the Nippon Zenkokai Award from the Office of the Prime Minister of Japan. He is currently a member of the Industry Leaders Council with ASCE Industry Leaders Council | ASCE.Links Mentioned During the EpisodeSan Diego Military Advisory CouncilSan Diego Emergency Action GroupPsychArmor Resource of the WeekThis week's PsychArmor Resource of the Week is the PsychArmor course Seeking Support. Transitioning from military service can evoke strong emotions. PsychArmor Institute's “Seeking Support” offers service members the tools and resources needed to seek support during and after military transition and into civilian life.   You can find a link to the resource our show notes https://learn.psycharmor.org/courses/Seeking-Support   You can find the resource here:  https://psycharmor.org/podcast/chris-jachemic Episode Partner: Are you an organization that engages with or supports the military affiliated community? Would you like to partner with an engaged and dynamic audience of like-minded professionals? Reach out to Inquire about Partnership Opportunities Contact Us and Join Us on Social Media Email PsychArmorPsychArmor on XPsychArmor on FacebookPsychArmor on YouTubePsychArmor on LinkedInPsychArmor on InstagramTheme MusicOur theme music Don't Kill the Messenger was written and performed by Navy Veteran Jerry Maniscalco, in cooperation with Operation Encore, a non profit committed to supporting singer/songwriter and musicians across the military and Veteran communities.Producer and Host Duane France is a retired Army Noncommissioned Officer, combat veteran, and clinical mental health counselor for service members, veterans, and their families.  You can find more about the work that he is doing at www.veteranmentalhealth.com  

Retirement doesn't come down to a magic number, it comes down to your number. This episode gives you a simple, personalized framework to decide when you can truly retire based on the life you want, not generic benchmarks.First, get clear on monthly spending (baseline needs + lifestyle wants). Then reverse-engineer your target by layering in taxes, a sensible withdrawal strategy, guaranteed income (Social Security, pensions), and the one-time costs people forget—like cars, remodels, weddings, or big trips.Beyond the math, we tackle the emotional side: purpose, identity, and designing days that feel meaningful, so the plan funds a life you actually want to live.What you'll learnA simple framework to find your number, not “the” numberHow to translate monthly spending into a retirement targetCoordinating Social Security, pensions, and portfolio withdrawalsPlanning for taxes, RMDs, and estate basics without overwhelmBudgeting for big one-time expenses (and avoiding nasty surprises)Stress-testing returns and inflation—without getting lost in complexityBuilding purpose and rhythm in the first 1–2 years of retirementIf this brought clarity to your timeline, follow the show, share it with a friend, and leave a quick review—so more people can retire on purpose.-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.

In this episode of Supply Chain Now, host Scott Luton and special guest co-host Maria Villablanca welcome Dr. Dinesh Davè, Professor & Director of Supply Chain Management at Appalachian State University, and Evan Junker, Chief Growth Officer at SPARQ360, to unpack insights from the 2025 Supply Chain Trends and Attitudes Report. The annual study, conducted by Appalachian State and SPARQ360, surveys hundreds of supply chain managers across the U.S. to reveal where leaders are investing, from AI and visibility platforms to sustainability and risk management.Together, the panel discusses how familiarity and adoption of AI are rising, why the “ambition-action gap” still challenges sustainability progress, and what's driving executives to balance cost efficiency, resilience, and environmental responsibility. They also explore how partnerships, collaboration, and customer-centered priorities are emerging as the new competitive advantage. Packed with practical insights and forward-looking data, this conversation offers a clear snapshot of where supply chain strategy is heading in 2025 and beyond.Jump into the conversation:(00:00) Intro(01:08) Survey overview and key findings(02:47) Fun warmup: favorite food and drink spots(05:52) Appalachian State University supply chain program(07:37) SPARQ360 and its role in the supply chain(13:30) AI in supply chain: priorities and challenges(19:03) Broader technology investments and priorities(24:21) Data transformation and security(24:37) Sustainability initiatives and drivers(26:09) Political and regulatory impacts(26:52) Statistical analysis and findings(27:48) The ambition-action gap(28:38) Technology's role in sustainability(29:01) Tariffs and geopolitical shifts(33:16) Survey surprises and observations(42:00) Future directions and international expansion(43:10) Connecting with the panelResources:Connect with Dr. Dinesh Davè: https://www.linkedin.com/in/dr-dinesh-dave-a85b6713/ Learn more about Appalachian State University: https://www.appstate.edu/academics/majors/id/supply-chain-management Connect with Evan Junker: www.linkedin.com/in/evanjunker Learn more about SPARQ360: https://luna-resume.com/Connect with Maria Villablanca: https://www.linkedin.com/in/mariavillablanca/Explore Maria's website: https://www.mariavillablanca.com/ Learn more about Transform Talks: https://futureinsights.org/transform-talks/ Read the 2025 Supply Chain Trends and Attitudes Report: https://sparq360.com/trendsandattitudes/ Connect with Scott Luton:

Are you ready to face the AI facts about what it really takes to lead in the age of disruption? If you're a CEO or senior leader trying to navigate the chaos of AI transformation, this episode is your roadmap. Jim Schleckser sits down with Geoff Woods, bestselling author of The AI-Driven Leader, to reveal the hard truths and surprising opportunities behind AI adoption. You'll see how Geoff went from leading a global industrial powerhouse to helping executives turn AI into their ultimate competitive advantage. You'll discover how to: Use AI as a thought partner to sharpen strategy and decision-making. Separate hype from the AI facts that actually drive performance and growth. Lead your team through change with clarity, confidence, and purpose. Listen now to uncover the AI facts that can transform how you think, lead, and compete in the years ahead. Check out: [00:10:45] – The Skill That Changes Everything: Geoff shares the career-defining advice that led him to focus on mastering skills that stay valuable no matter how technology evolves—setting the stage for his journey into AI leadership. [00:38:20] – The "AI Boardroom" Breakthrough: Hear how Geoff helped a CEO save his executive team's jobs by using AI to simulate board members' personalities and predict meeting outcomes—a real-world example of AI as a strategic thought partner. [01:12:05] – The 100x Value Lesson: Geoff reveals how his assistant used AI to multiply her impact and redefine her role, illustrating what it means to become an AI-driven leader instead of just an AI user. About Geoff Woods Geoff Woods is the #1 international bestselling author of The AI-Driven Leader, host of the AI-Driven Leader podcast and the Founder of AI Leadership where he empowers leaders to harness AI, escape operational overwhelm, and think strategically to accelerate growth. As the former Chief Growth Officer of Jindal Steel & Power, his guidance helped their market cap grow from $750 million to over $12 billion in four years. He also co-founded the training and consulting company behind The ONE Thing, where he coached and advised companies with annual revenues from $10 million to $60 billion.

“We are always waiting for someone to define the direction, versus saying ‘What am I going to do?' — I've never asked what my work plan is — if there are no user manuals, how would you live your life? Sandeep Seth is Chief Growth Officer and President of Tapestry International—the parent company of Coach, Kate Spade, and Stuart Weitzman. Before Tapestry, Sandeep spent over two decades at Procter & Gamble, where he rose through local, regional, and global marketing leadership roles across India and Singapore—eventually becoming Global CEO of SK-II, P&G's prestige skincare brand. You'll enjoy this candid conversation about the lessons behind Sandeep's remarkable journey—from being placed on a performance plan early in his career to leading some of the world's most iconic luxury and beauty brands. His turning point? Realizing that having a strong point of view—and voicing it—is just as critical as delivering great work. You'll hear about how marketing leaders blend logic and magic, why emotional resonance is the real currency of brand-building, and how true business acumen comes from connecting the dots across an organization rather than chasing every new tool. A graduate of the Indian Institute of Management, Lucknow (MBA) and Jadavpur University, Kolkata (Civil Engineering), Sandeep brings a rare mix of analytical rigor, creative instinct, and humility to his leadership philosophy. If you're thinking about stepping into a bigger role—or simply want to become a more intentional marketing leader—this episode is packed with sharp, grounded insights from someone who's lived it.This episode is hosted by P&G Alum Sudha Ranganathan, who's spent over 19 years in diverse Marketing leadership roles at companies like P&G, PayPal, and LinkedIn where she's honed her passion for customer-centric marketing and talent development.

Send us a textHealthcare is drowning in messy, inconsistent data, and IMO Health is helping clean it up so organizations can turn information into real clinical insight.In this CareTalk Executive Feature episode, host David E. Williams speaks with John Laursen, Senior Vice President of Commercialization at IMO Health, about how to separate hype from real value in AI healthcare.

What if the “smart” money choice isn't the choice that builds your best life?This Root Talks episode starts with a bucket-list moment for James—throwing the first pitch at a Padres game—and turns into a bigger lesson: money is a tool to create meaning, not a score to keep. It's a look at the Five Types of Wealth (financial, time, social, mental, and physical) and why the spreadsheet answer isn't always the human answer.Ari and James share real examples: paying for time to be with family and friends, choosing health over “perfect” returns, even saying yes to a once-in-a-lifetime trip when it matters most. It's practical retirement planning and financial planning through a different lens—purpose-driven wealth, money mindset, peace of mind.If the goal is a life well lived, optimization means aligning dollars with values: relationships, adventure, and the stories you'll keep telling. That's true retirement lifestyle design... building a life you don't want to retire from.Watch to rethink “financially optimal,” and learn how to use your money to buy back time, reduce stress, and live on purpose.-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.

Allie Kleva, the Chief Growth Officer for Athletes Unlimited, joins Sarah to discuss the latest season of AU Volleyball, big announcements to expect ahead of the next Athletes Unlimited Softball League season, the power of investing in top front office talent, and how advice from an Uber driver resulted in a years-in-the-making gift for her kids. Plus, a battle we’re not sure we want, our favorite border war is back, and celebrating the midway point between the legs. Check out Joey’s incredible women’s sports calendar for 2025 here and 2026 here Read Katie Barnes’ story on Azzi Fudd here The WTA Finals schedule is here Leave us a voicemail at 872-204-5070 or send us a note at goodgame@wondermedianetwork.com Follow Sarah on social! Bluesky: @sarahspain.com Instagram: @Spain2323 Follow producer Alex Azzi! Bluesky: @byalexazzi.bsky.social Instagram: @AzziArtwork See omnystudio.com/listener for privacy information.

Gościnią Patrycji Maciejewicz, dziennikarki serwisu Wyborcza.biz, jest Marta Klimowicz, Chief Growth Officer w firmie Monterail z Wrocławia. Co się stało z eldorado panującym jeszcze niedawno w branży IT? Od czego zależy koniunktura na informatycznym rynku pracy? Czy można liczyć, że po nagłym załamaniu sektor IT zacznie się odbudowywać? Ile może potrwać okres przetasowania? I jakie kompetencje powinni rozwijać początkujący informatycy, by zwiększyć swoje szanse na zatrudnienie? Więcej podcastów na: https://wyborcza.pl/podcast. Piszcie do nas w każdej sprawie na: listy@wyborcza.pl.

This is the thirteenth episode in the Crypto Hipster'sCurtain Calls Series, which includes 3–4-minute clips from Seasons 6-8. This compilation draws upon my conversations with:David Materazzi, CEO at Galileo FX (4/5/2025, Season 8)Aakash Athawasya, head of research at PYOR (4/8/2024, Season7)Phillip Alexeev, Chief Growth Officer at CrossFi (5/4/2024,Season 7)Casey Stubbs, founder of Global Prop Trader (3/9/2024,Season 6)

Daniella Granzotto is the Chief Growth Officer at Wednesday Waffles, where she's leading the charge in redefining digital connection through an innovative social app aimed at fostering authentic human relationships. With a mission to combat algorithm-driven isolation, Daniella is pioneering user acquisition and engagement strategies that fuel the anti-social media movement. Before joining Wednesday Waffles, Daniella […]

Join Nick Lamagna on The A Game Podcast with his guest Nick Legamaro,  who has gone from Nick the NOTE Guy to Nick "The Data Guy!" He is the Chief Growth Officer at Data Aviator — the platform behind USA Lead Machine, which delivers real-time, high-intent leads to real estate investors, agents, wholesalers, and lenders. If you're tired of chasing cold leads, this episode will show you how data can help you close more deals with less effort, find motivated sellers and close more deals, FASTER! He is a long time real estate investor and creative finance master fighting out of Austin, Texas who has built himself up as THE authority in creative finance deals and was even the mind behind some of the biggest subject to and wrap communities you all follow today on social media. He was so high level that he even sold his company to a federally chartered bank! He has taken his details for dotting the Ts and crossing the I's and is showing people what they DON'T know could cost them legally and financially and these deals and contracts need to be structured the right way. He is a master in wraps doing over 1200 transactions and has become a miracle worker reviving dead leads and deals that appeal with no profit and finding ways to breathe back financial life into even the most hopeless looking deals He is a father to two amazing kids, a husband to one of my favorite people, he is an mma fan, pickleball star and he is a good friend.  Please welcome Nicky Legs. aka Nick The Note Guy,  Nick Legamaro back again to the A Game Podcast! Topics for this episode include: ✅  Why data is important for any type of business ✅  What defines a good lead in the real estate business ✅  How to increase your chance of finding a good real estate deal ✅  How real time data can give an advantage for your business ✅  How to use data to help you find great customers + More!  See the show notes to connect with all things Nick Legamaro!   Connect with Nick Legamaro: dataaviator.net Nickthenoteguy.com USA Note Pro on Facebook Nick The Note Guy on Youtube Nick Legamaro on Facebook Nick Legamaro on LinkedIn Nick Legamaro on twitter Nick Legamaro on Instagram USA Note Pro on Instagram USA Note Pro on Youtube   --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers      

Most headlines shout that you need millions to retire comfortably. The truth? It depends on you. Ari breaks down what “enough” really means, and how to design a plan that fits your lifestyle, health, and peace of mind, not someone else's spreadsheet.In this episode, you'll hear real-life stories that prove one size doesn't fit all. A saver with $3 million who can't enjoy travel because of sciatica. A Chevron retiree with $487K, a paid-off home, and a $2,800 monthly budget living his version of freedom. Same markets, totally different outcomes—and both work.Listen as Ari shares a simple framework to turn your lifestyle into a retirement number: calculate your after-tax monthly spend, annualize it, and match it to a conservative withdrawal rate. You'll see why $35K a month might require $8M, but $3K can work beautifully with smart investing and tax strategy.You'll also learn how to avoid the silent killers of a good plan: sequence risk, poorly timed withdrawals, and outdated estate documents. Plus, how to time Roth conversions, structure income for flexibility, and protect your health and wealth over decades.If you've ever asked, “Should I retire now with less or wait for more?” this episode gives you the clarity to choose confidence over comparison.-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.

Send us a textWhat if selling your business wasn't the end of your wealth creation journey, but rather the beginning? In this fascinating conversation with Todd Taskey, M&A advisor and host of the Second Byte Podcast, we explore how marketing agency founders can transform a business sale into an extraordinary wealth-building opportunity.Todd reveals the three currencies every business seller receives – cash, earn-out, and equity – and explains why that third component often becomes the most valuable. Through real-world examples like Social SEO (which grew from $2M to $16M in EBIT DA after acquisition) and Endrock Solutions (whose founder went from running a 20-person team to becoming Chief Growth Officer at a 1,700-person powerhouse), Todd illustrates how the "second bite" strategy works in practice.The conversation dives deep into the human elements that make or break these deals. We explore how personality fit between sellers and buyers determines long-term success, why private equity firms in the agency space focus on growth rather than cost-cutting, and the art of structuring earn-outs that actually motivate founders post-acquisition. Todd shares his counterintuitive advice for presenting conservative growth projections during sale negotiations to ensure achievable earn-outs later.We also tackle how AI and automation are reshaping the value equation for professional service firms. Rather than threatening agency values, these technologies may actually increase profitability by enabling firms to serve more clients with fewer people. Todd offers practical wisdom on why agency owners should focus on employee and client retention metrics as the true indicators of business quality, and how to distinguish between building a lifestyle business versus building to sell.Whether you're years away from an exit or actively considering one, this episode provides invaluable insights into maximizing the value of what you've built while creating alignment between your personal goals and your business strategy. The path to extraordinary wealth might just involve taking a smaller slice of a much bigger pie.Prof. Joe O'Mahoney helps boutique consultancies scale and exit. Joe's research, writing, speaking and insights can be found at www.joeomahoney.com

Adam Chetakian, Co-Founder and Chief Growth Officer at Apprime Lighting, has over 30 years in the game. He, Michael and Greg address the dirty secret behind the LED retrofit world: fixtures that die young and end up in landfills. Adam's here to flip the script with a patented, tool-less, replaceable light engine that saves time, money, and the planet

The consumer sets the price. That simple truth reframes how we think about brand strength and its real business impact.In the third episode of The Brand Builder's Playbook, hosts Jim Stengel and Ryan Barker, along with guest co-host Cait Lamberton (Professor of Marketing at Wharton), unpack one of the most powerful—and often misunderstood—outcomes of strong brand building: pricing power.Our guest this week is Sandeep Seth, Chief Growth Officer at Tapestry (parent company of Coach, Kate Spade, and Stuart Weitzman), who joins the conversation to share lessons from his decades at Procter & Gamble and his current work revitalizing iconic fashion brands. Together, they explore how differentiation, brand love, and consumer perception translate into a brand's ability to command a premium.From conjoint analysis to luxury pricing strategies, and from mass-market cosmetics to premium handbags, this episode dives into how pricing becomes both a signal and an outcome of brand strength. Listeners will walk away with fresh insights on how to connect strategy to pricing, reduce price sensitivity, and build long-term brand value.True pricing power doesn't come from spreadsheets—it comes from the trust and love consumers place in your brand.---Download this week's worksheet: Read about upcoming episode topics and guests here: https://bera.ai/podcast/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kevin Hein is Chief Growth Officer at GIPHY, where he leads revenue growth, product partnerships, and strategic marketing for the platform used by over a billion people daily. With more than 20 years in tech and advertising, Kevin previously directed U.S. agency and partnership leadership at Meta Platforms and held key roles at Yahoo! and CNET. He's known for building high-performance teams, complex go-to-market strategies, and helping brands tap cultural moments through expressive media. This episode is brought to you by HighLevel, use the link for 30 days free https://lnkd.in/gytNmse2

In this special episode of Capital Hacking, we are thrilled to announce a significant development for our community and our business, VIVÂMEE Hospitality. We are excited to welcome Brett Harmeling as our new Chief Growth Officer. Brett brings a wealth of experience in wellness and entrepreneurship, having built a successful wellness company, Happy Life Labs, and worked with elite athletes. During the conversation, Brett shares his journey from growing up on a farm in Wisconsin to navigating the corporate world in technology and real estate, ultimately leading him to his passion for wellness. He emphasizes the importance of reconnecting with nature and how it can enhance our overall well-being. We discuss the vision for VIVÂMEE, which is to create a hospitality experience that not only provides luxury accommodations but also focuses on reviving souls through wellness initiatives. We dive into the exciting new wellness programs we plan to implement across our properties, including nature walks, wellness shots, and IV therapies, all designed to enhance our guests' experiences. We also touch on the potential for new revenue streams through these wellness offerings, which will benefit both our guests and our investors. Ultimate Show Notes: 00:00:38 - Josh McCallum introduces Brett Harmeling and the new partnership 00:02:39 - Brett shares his background and journey into wellness and entrepreneurship 00:06:15 - Discussion on the vision and mission of VIVÂMEE Hospitality 00:20:39 - Overview of new wellness initiatives and revenue streams for VIVÂMEE 00:23:07 - Insights on property acquisitions and future growth plans for the brandTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Daniela Williams, Chief Growth Officer for Paylient, discusses the critical role of HR and the benefits of the Professional Employer Organization (PEO) model in the cannabis industry. Daniela detailed how PEOs like Paylient manage HR complexities, ensure compliance with labor laws, and mitigate risks through a co-employment model, allowing businesses to offload administrative tasks while retaining operational control. She further explained that Paylient enhances employee morale and retention by providing Fortune 500-level benefits and HR technologies, offering significant benefits to small businesses, and differentiating PEOs from ASOs by providing shared liability and EPLI.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Artificial intelligence is transforming the energy industry, from customer engagement to grid management and long-term planning. In this episode, Michelle Ferrara, Chief Information Officer at Arizona Public Service (APS), and Karthik Moorthy, Chief Growth Officer at Bidgely, discuss how APS is building the culture and partnerships needed to scale AI at the company and what lessons other electric companies can take from their journey.   This episode is sponsored by Bidgely, which provides AI platforms that revolutionize grid management and customer engagement for electric companies. Learn more.

In this episode from the archives Tammy sits down with Martina Lee Strickland. Martina is a unicorn in the healthcare industry. She's worked in the industry for over 20 years and is now the Chief Growth Officer at Clever Care Health Plan, a healthcare company that provides culturally-sensitive Medicare options. She joins Tammy to talk about her work driving community engagement in the healthcare industry. Martina talks about the importance of authenticity in connecting with clients, particularly those in underserved communities, and shares some of the tech she's excited about that could transform the industry and improve client access. Please note that the views expressed may not necessarily be those of NTT DATALinks: Martina Lee StricklandClever Care See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feeling like “flat” retirement spending plans don't match real life? You're not imagining it. Spending typically follows a retirement smile: higher in the early “go-go” years, lower in the “slow-go” years, then rising again later with healthcare needs. In this episode, Ari Taublieb, CFP®, shows how acknowledging that curve can unlock more life early on—without losing long-term security.Using illustrative scenarios (not recommendations), see how a $2,000,000 portfolio might support higher spending in active years (e.g., ~$110k), step down mid-retirement (e.g., ~$85k), and adjust later (e.g., ~$95k–$105k). A $1,000,000 portfolio might follow a similar pattern (e.g., ~$50k → ~$35k → ~$45k–$50k). The point isn't precision, it's aligning your plan with how people actually live.You'll learn how to frame spending guardrails, set review checkpoints, and coordinate income sources so your plan adapts as health, markets, and goals change. Ready to stress-test your numbers against reality and retire with more confidence?- 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.

For the ninth year, Profitero has mapped the anatomy of eCommerce excellence and the 2025 results reveal an industry at an inflection point. Only 14% of brands feel “ahead of the curve,” but the leaders are rewriting what success looks like by embedding omnichannel into their organizational DNA. In this episode, we unpack the findings with Mike Black diving into the state of eCategory management, the private label battleground, the rise of social as a conversion engine, and how AI is shifting from test-and-learn to scaled activation.

Send us a textThis week, we're joined by Paul Dodd, Senior Operating Partner and Head of Go-to-Market Operations at Sixth Street, one of the most respected private credit and private equity firms in the world. This episode is Part 2 of our Business Operations 101 series, and we're digging into how firms like Sixth Street actually create value inside the companies they invest in. Paul specializes in helping tech and SaaS businesses scale efficiently, so instead of talking about dealmaking, we're talking about what happens after the deal closes: how to turn strategy into growth.Paul walks us through what “go-to-market” really means in practice, from aligning sales and marketing to optimizing customer retention and pricing. He explains how small operational improvements, like shortening onboarding time or using AI to coach sales teams, compound into massive enterprise value during the investment period. We also get into how Sixth Street's operating and deal teams work hand-in-hand, why culture and process discipline matter as much as capital, and how flexibility in capital structure allows them to back great companies through every stage of growth.And finally, we tackle the viral headline of the week: OpenAI is hiring ex–investment banking analysts and MBAs to remove the "drudgery" of junior banking work. We break down whether AI can really replace analysts, why building financial models is still critical to learning the business, and what it means for the future of entry-level Wall Street jobs.Paul Dodd is a Go-to-Market, Operating Partner at Sixth Street focused on providing core expertise to organizations in order to maximize revenue generation and profitable growth.Before joining Sixth Street, Paul served as Chief Growth Officer at SecureLink, SVP of Sales for Compeat Tech, Head of Sales for the GA360 Measurement Suite at Google, and previously served as Vice President of World Wide Sales at Adometry, a leading provider of multi-touch attribution & cross-channel intelligence, acquired by Google in 2014. Before Adometry, Paul served as Vice President of Sales for Retail at Bazaarvoice and as Chief Strategy & Global Sales Officers for Design Reactor/6Connex.He holds an MBA from Baylor University-Hankamer School of Business, an M.A. in Psychology from the University of Santa Monica, and a B.A. in Accounting from Kent State University.For 20% off Deleteme, use the code TWSS or click the link HERE! Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)

What if the next 10 years bring just 3% returns from the S&P 500?In this episode, we turn that forecast into a real-world retirement plan—not panic. You'll learn how to stress test your portfolio, build flexibility into your spending, and design a withdrawal strategy that can survive tough markets.Listen as Ari and James break down:Sequence-of-returns risk — why bad early years hurt more than bad averages.The modern 4% rule — how to use it as a guardrail, not a guarantee.Diversification that actually works — adding small caps, value, international, and bonds to reduce risk from overexposed tech-heavy portfolios.Tax-smart moves — Roth conversions, cash buffers, and dynamic withdrawal rules that adapt to changing markets.Whether you're planning to retire early or just want peace of mind through an uncertain decade, this guide gives you a clear, flexible framework—so your lifestyle isn't dictated by Wall Street's forecasts.-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.

Investor Nancy Brown joins us at Aspen Ideas Health to share her blueprint for impactful investments. Identify public health breakthroughs that deliver measurable cost and quality improvements — then show how they can thrive in the marketplace. You don't have to look far to see this playbook in action. One of the year's biggest health exits, Omada Health, is a digital version of the CDC's Diabetes Prevention Program. At Oak HC/FT, Nancy has partnered with entrepreneurs who are redefining how America stays healthy — and she's eager to see more people with public health roots take the leap into building impactful companies.Please note: this conversation happened before HR1 was passed, so big Medicaid cuts were a threat but not yet a reality when we spoke.In this episode, we discuss:Lessons from Todd Park in the early days of athenahealthHow to turn good ideas into great businessesNancy's advice in an era of policy disruption: keep on building and proving valueThe lesson Kaiser Permanente is still teaching usNancy reminds us that in reality, even a brilliant idea needs to have ROI built in:“We look for entrepreneurs, for innovators, who have really defined a way in which to find a cohort of patients, it could be pregnant Medicaid moms... And they have identified if they apply a certain clinical process consistently to that population, they will get a consistently good outcome, quality outcome, and they can do it in a sustainable [way] at a sustainable price.”Relevant LinksRead Oak HC/FT's AI Investment PolicyExplore businesses Nancy mentioned from Oak HC/FT's investment portfolio:Maven ClinicOshi Health About Our GuestNancy Brown is a General Partner at Oak HC/FT, a leading venture and growth equity firm investing in transformative healthcare and fintech companies. Since joining Oak HC/FT at its inception in 2014, Ms. Brown has focused on identifying and supporting technology-enabled healthcare services that deliver measurable clinical and financial impact. She focuses on growth equity and early-stage venture investments in healthcare, serving on the boards of innovative companies such as Firefly Health, Groups Recover Together, InterWell Health, Maven Clinic, Oshi Health, Regard, Unite Us, and Wayspring. Her portfolio also includes Noom, TurningPoint Healthcare Solutions, Limeade (ASX: LME), OncoHealth, and OODA Health.Ms. Brown brings over three decades of operational and leadership experience to her investment role. Prior to Oak HC/FT, she was Vice President of Strategy and Business Development at McKesson Technology Solutions and Chief Growth Officer at MedVentive (acquired by McKesson in 2012). Previously, she served as Senior Vice President of Clinical Services and Corporate Development at athenahealth, and earlier held senior roles at McKesson and Harvard Community Health Plan. She also co-founded Abaton.com, one of the first web-based clinical solution companies, which was later acquired by McKesson.A graduate of the University of New Hampshire (B.S. in Zoology) and Northeastern University (MBA), Ms. Brown is an active mentor and advisor. She serves on Northeastern's D'Amore‑McKim School of Business Dean's Executive Council and is involved in the Roux Institute's Future of Healthcare Founder Residency program.

In a departure from his usual role as host, Steve Pockross—accomplished CEO and fractional Chief Growth Officer—takes the guest seat in this episode, with the insightful Suneet Bhatt stepping in as interviewer. This special conversation highlights Steve's frameworks and philosophy for instigating growth in the hyper-complex startup environment. Drawing from a wealth of executive experience, Steve elucidates the subtle art of diagnosing organizational stagnation, orchestrating strategic pivots, and cultivating a culture of continuous learning. As Steve reflects, “The real work of building a company comes from the 1000 micro interactions every single week.” With 1000s of customer and interactions, how do you iterate your way toward the North Star of growth - and still make it feel like this ongoing hard work has the drama of pivots? This episode is essential listening for founders, operators, and investors seeking not just growth, but enduring transformation.About SteveSteve Pockross is a seasoned CEO and fractional Chief Growth Officer renowned for guiding founders and leadership teams through the ambiguous, high-stakes moments that follow early startup success. His unique expertise lies in diagnosing the root causes of stalled growth—whether in sales, marketing, leadership, or product-market fit—and crafting practical, actionable strategies that drive real results. Steve's approach is both analytical and empathetic: he excels at building cultures of trust, aligning teams around a clear North Star, and breaks down complex challenges into manageable footholds. He is especially effective with founders who are “stuck” after initial traction, ambitious to scale, and open to transformative change. Steve's ideal clients are growth-stage startups or founder-led companies seeking a trusted advisor to help them prioritize, pivot, and unlock their next phase of sustainable growth. www.practicalpivots.co

Feeling like healthcare makes early retirement impossible? It's a common belief, but often fixable with thoughtful income planning. Premium tax credits under the ACA aren't vanishing; the enhanced credits are scheduled to sunset after 2025, and the pre-2021 rules (including the ~400% FPL income cap) are slated to return in 2026 unless Congress acts. The takeaway: managing MAGI matters.In this episode, Ari Taublieb, CFP®, walks through a practical, illustrative case: a 60-year-old couple with ~$1.55M spread across taxable, pre-tax, and Roth accounts. You'll see how the source of withdrawals (e.g., harvesting from taxable accounts vs. large pre-tax distributions) can change MAGI—and therefore subsidy eligibility—potentially lowering Marketplace premiums materially. You'll also learn key HSA rules after age 65 (non-medical withdrawals are taxed as income but no 20% penalty) and what's changing for HSAs in 2026: Bronze and Catastrophic ACA plans are slated to be HSA-eligible, expanding access to tax-advantaged saving.You'll leave with a playbook: align cash-flow needs with tax brackets, plan around the 400% FPL threshold, coordinate Roth/pre-tax/taxable withdrawals, and revisit the plan annually as laws and income shift. Ready to pressure-test your numbers and retire with more confidence? Subscribe to the Early Retirement Podcast.-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.

Feeling anxious about taking money from your retirement accounts? You're not alone. That first withdrawal feels odd after decades of saving, but a clear process and tax plan turns uncertainty into confidence.In this episode, Ari Taublieb, CFP®, breaks down how withdrawals actually move from investment accounts to your checking—and what the tax bite may look like.Using a simple $100,000-per-year example for a married couple filing jointly, you'll see illustrative ballpark math: in a no-income-tax state (e.g., Florida) the effective rate can land around ~8% (~$8,044), while a high-tax state (e.g., California) might be ~9.7% (~$9,683). That ~$2,000 gap often isn't big enough to justify uprooting your life.You'll also learn a smarter way to “hold cash” for spending: keep withdrawal dollars intelligently invested while you spend. A $100,000 portfolio earning a modest 5% generates ~$5,000, which is roughly equivalent to one month of expenses at that rate, before fees, taxes, and market volatility. It's not a guarantee, just math.We'll cover practical setups, like creating a dedicated travel fund while keeping core assets growing, and choosing a payout cadence (monthly, quarterly, or biweekly) that fits your comfort level. Whether you retire at 50, 60, or 70, the principles stay the same.Ready to retire with more confidence? -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.