Podcasts about chief growth officer

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.

Approximately one in four people will face a cancer diagnosis. For most, the hardest part won't be the treatment itself but the waiting, the 3 AM questions, the logistical maze of care coordination that can mean the difference between hope and despair. Ann Stadjuhar knows this truth from both sides of the stethoscope. When Ann navigated her own cancer diagnosis, she had every advantage: 20 years of healthcare expertise, knowledge of case volumes, connections to top surgeons at Optum. Yet even she found the system overwhelming. Her uncle in rural New Mexico wasn't as fortunate; by the time he reached MD Anderson, inadequate local care had sealed his fate. These parallel experiences crystallized Ann's mission at Reimagine Care: ensuring no one faces cancer alone, regardless of their zip code or insider knowledge. This conversation comes at a critical moment. As cancer increasingly strikes younger populations, with many cancers now appearing in people's 20s and 30s rather than their 50s, we need innovators who understand that technology without empathy is just expensive machinery. Ann represents a new breed of healthcare leaders who see AI not as a replacement for human connection, but as a way to multiply it. "The worst part of cancer is the wait," Ann explains. "We can be there 24/7 to understand whether there may be social determinants of health needs. I need a ride to treatment. I need someone to watch my dog. I have issues paying my electric bill. Sometimes people are honestly more comfortable telling the bot they're having these challenges." After two decades revolutionizing digital health from women's health to pandemic response centers, Ann calls cancer care her "capstone." She's witnessed how the 18-month health system adoption cycle literally costs lives. Now, armed with Meta glasses and AI tools that multiply her capabilities "times four," she's racing against a broken system where your uncle's zip code shouldn't determine whether his cancer stays operable. In this episode of Inspiring Women with Laurie McGraw, discover how one woman's journey through cancer transformed into a mission to democratize access to the kind of insider knowledge that can save lives. From the Cancer X Accelerator to Reimagine Care's AI companion REMI, Ann reveals why the future of cancer care isn't about choosing between humans and machines. It's about creating technology sophisticated enough to know that sometimes, the most advanced intervention is simply helping someone find a dog sitter so they don't miss chemotherapy. For Ann Stadjuhar, reimagining cancer care isn't about replacing human connection. It's about multiplying it. In a healthcare system where staying curious might be the difference between innovation and stagnation, between treatment and tragedy, she's proof that the most powerful technology is the kind that remembers to be human. Key Insights: Why patients confess more to AI than to their doctors, and what that means for care How social determinants of health become matters of life and death in cancer treatment The hidden complexities even healthcare insiders struggle to navigate Why the next generation needs emotional intelligence more than technical skills How one woman's cancer diagnosis became a blueprint for system-wide change About the Guest:  Ann Stadjuhar brings 20+ years of digital health innovation to her role as Chief Growth Officer at Reimagine Care. From launching pharmaceuticals to scaling population health tools, she's run what she calls "the gauntlet" of healthcare transformation. Her personal cancer journey while at Optum revealed the gaps even insiders face, inspiring her mission to ensure 24/7 companionship for every cancer patient through AI-powered human care. Guest & Host Links Connect with Laurie McGraw on LinkedIn Connect with Ann Stadjuhar on LinkedIn Connect with Inspiring Women Browse Episodes | LinkedIn | Instagram | Apple | Spotify

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.

Welcome to a special author's episode of The Data Chief, where we delve into the minds of three influential authors who are shaping the conversation around data and AI. First, Geoff Woods, author of The AI-Driven Leader, shares his philosophy of prioritizing strategy over technology to make faster, smarter decisions. Next, Wendy Batchelder, author of The Data Governance Handbook, discusses how to transform governance from a rigid bureaucracy into a business accelerator by focusing on business outcomes. Finally, Malcolm Hawker, author of The Data Hero Playbook, challenges data leaders to adopt a heroic mindset by becoming customer-driven and aligning their incentives with business success. Join us to learn how to lead effectively in the AI era by building a strategy-driven, governed, and customer-centric data function.The Data Chief Podcast: Author Episode Key MomentsGeoff Woods: The AI-Driven LeaderFrom "IT Problem" to Strategic Partner (06:20): Woods advocates for viewing AI as a "strategic thought partner" rather than an assistant or replacement, and emphasizes that AI strategy must align with business strategy.The CRIT Framework for Smarter Prompts (12:25): He introduces the CRIT framework for prompt engineering: Context, Role, Interview, Task. This method helps leaders get non-obvious, high-impact strategies from AI by having the AI ask the right questions.Beyond the Bottom Line: AI's Human Impact (22:17): Woods discusses the ROI of AI, including a case where AI identified savings equivalent to 2% of a company's revenue. Wendy Batchelder: The Data Governance HandbookData Governance as an Accelerator (32:33): Wendy Batchelder addresses the myth that data governance is a "dirty word" or a code for "no," arguing that its true purpose is to be an accelerator.Speaking the Language of Business (35:17): Batchelder emphasizes that data governance should be embedded from the start of a project, not as an afterthought. She provides an example of "bad" vs. "good" communication, urging data professionals to speak the language of the business.Measuring Value with Business Outcomes (40:00): She outlines how to measure the value of data governance by connecting it to business outcomes like increased revenue or improved customer service. Malcolm Hawker: The Data Hero PlaybookFrom Limiting Mindset to Growth Mindset (56:00): Hawker discusses why he wrote the book, calling the current moment a "do or die" opportunity for CDOs. He challenges the "limiting mindset" that leads to defeatism.Customer-Driven, Not Data-Driven (1:08:00): He urges data leaders to be "customer-driven, not data-driven," emphasizing the need for data teams to become more business literate.The Power of Product Management (1:14:00): Hawker advocates for bringing product management disciplines into data teams. This approach focuses on putting the customer at the center and ensures that data products are economically viable and tied to ROI.Key Quotes:"It is not technology first, strategy second. It is strategy first, technology second.” - Geoff Woods"The companies that are treating data as something that helps drive business outcomes are thinking about data at the beginning and set up at the end." - Wendy Batchelder“If you deliver value to your customers, if you are the lever of change and transformation in your organization, if you show value from data, you will get a seat at the table." - Malcolm HawkerMentionsThe AI-Driven Leader: Harnessing AI to Make Faster, SmarterHow AI is transforming strategy developmentData Governance Handbook: A practical approach to building trust in data5 key reasons why data analytics is important to businessThe Data Hero Playbook: Developing Your Data Leadership SuperpowersCDOs and CDAOs: Rethink your role or fade awayGuest Bios:About Geoff Woods Geoff Woods is the #1 bestselling author of The AI-Driven Leader, host of the AI-Driven Leader podcast, and Founder of AI Leadership and The AI-Driven Leadership Collective™, a highly vetted network of executives collaborating to harness AI to build better businesses and better lives. As the former Chief Growth Officer of Jindal Steel & Power, Geoff's strategic leadership helped the company grow its market cap from $750 million to over $12 billion in just four years. Prior to that, he co-founded the training and consulting company behind The ONE Thing, advising businesses ranging from $10 million to $60 billion in annual revenue.About Wendy Batchelder Wendy Batchelder is a three-time Chief Data Officer across financial services, technology & healthcare industries, with a wide understanding of how to take highly technical aspects of data management and translate them into simple, concise business valued solutions that are practical and simple to understand. Her background has led her to lead global data & analytics organizations at four Fortune 500 companies. She approaches situations with curiosity and humility, which has led to applying innovative data solutions to challenges with increased complexity to deliver value that companies can measure.A lifelong learner, Wendy graduated from Miami University with a B.S. in Accounting and Information Systems, from Drake University with a Masters of Accountancy, from University of Iowa with an Executive MBA, and pursues ongoing education through Harvard Business School. Her work history includes EY, KPMG, Aviva, Wells Fargo, VMware and Salesforce.About Malcolm HawkerMalcolm helps senior business leaders harness the power of data to transform their businesses. As a former Gartner analyst, he has consulted with some of the world's largest and best-known brands on their enterprise information management strategies and digital transformation initiatives.He is a frequent public speaker on data and analytics best practices with a passion for Master Data Management (MDM) and Data Governance. He welcomes the opportunity to share practical and actionable insights on how companies can become truly data-driven by implementing the cultural, technical, and organizational changes needed for success in the digital age. He is also the author of The Data Hero Playbook. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Tessie Edwards and her husband Charles Edwards.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Tessie Edwards and her husband Charles Edwards.

Are you overthinking your Roth conversion strategy? While Roth conversions can be powerful, not every retiree needs them. In this video, you'll learn when a Roth conversion truly makes sense—and when it may just add unnecessary complexity.Using the “cauliflower analogy,” we break down how Required Minimum Distributions (RMDs) can push retirees into higher tax brackets, and why paying taxes now can sometimes help avoid bigger bills later. But there's an even more important question: could you be better off retiring earlier or spending more instead of over-optimizing your tax plan?We'll also highlight the sweet spot for conversions (between retirement and when Social Security and RMDs begin) when tax savings can be most effective. Ultimately, a great financial plan isn't defined by your Roth conversion strategy, but by building a life well lived.  Whether you're considering your first conversion or refining your existing approach, this episode provides the foundation for making decisions aligned with what truly matters in your financial journey. - 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.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Attorney Tessie Edwards and her husband Charles Edwards.

Ketty Slonimsky is Chief Growth Officer at Palta, the platform behind apps like Flo (the #1 female health app with 77M+ MAU), Simple, and Zing AI, where she leads a centralized growth function across the portfolio. She was previously first VP Product & Growth at HeliosX (£900M+ ARR, bootstrapped D2C healthtech), has advised companies like SonderMind, Runna, Guardio, Cheddar, P&G Digital Ventures, and is a board advisor at HeliosX. AGENDA: 02:33 What is Growth and When to Hire For It 06:04 Three Profiles of Successful Growth Leaders 10:07 Challenges and Learnings from Failed Ventures 21:17 How to Optimise User Onboarding for Growth 26:14 Biggest Lessons on Retention  30:25 How to Artificially Create Organic Growth and Community Building 32:10 Why LTV Models are BS 37:35 How to Use Influencers to Grow Insanely Fast 47:07 The Metrics that Matter in Growth 49:48 Push Notifications and Engagement: What To Do vs What Not to Do? 51:57 Quick Fire Round  

We've all heard the clichés: focus on what you can control, embrace the pain not the suffering, fight for what you want. Easy to dismiss, right? But the truth is, those sayings stick around for a reason. They hold the kind of wisdom that can change how you approach life, work, and even setbacks.What often gets missed is that clichés aren't about perfection, they're about perspective. They remind you that regret comes from the chances you didn't take, that discipline lasts longer than motivation, and that consistency matters more than bursts of effort. It's not about chasing outcomes—it's about showing up, day after day, for the things that matter most.One question that flips the script: How do I minimize future regrets? Suddenly, clichés like “control what you can” or “give it your all” stop sounding tired and start feeling urgent. They're not just empty lines, they're the compass for your decisions.When you finally pay attention to the advice you've heard a thousand times, life feels lighter, setbacks feel smaller, and your goals feel closer. It's not about ignoring the noise, it's about finally hearing the truth inside it.Which cliché have you been ignoring that's ready to guide you?-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.

It's a monster week of rugby with the Prem back and already throwing up drama, the URC kicking off with some big surprises. In the Rugby Championship, South Africa ran riot with 67 points against Argentina as Sacha Feinberg-Mngomezulu puts in a Dan Carter-esque performance. The Red Roses are world champions after seeing off Canada in front of a sold-out Allianz, and we've got special guest Rob Calder, Prem Rugby's Chief Growth Officer, joining us to talk through the league's bold new rebrand, Red Bull partnership, and how they're planning to grow the game. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Ed See is Chief Growth Officer at Zeta Global, leveraging over 30 years of experience in marketing, analytics, and growth strategy to help brands scale through AI and technology. Prior to joining Zeta, he was a Partner with McKinsey & Company's Marketing & Sales practice for eight years, advising top CMOs on digital transformation, marketing effectiveness, and customer-centric strategies. Earlier in his career, Ed held senior positions at Deloitte, IBM, and leading analytics and research firms, helping shape the intersection of data, technology, and business growth

Forget everything you thought you knew about retirement planning. While 401(k)s and IRAs get most of the spotlight, brokerage accounts can be a powerful tool for flexibility, tax savings, and early retirement.In this episode, you'll learn the seven key advantages brokerage accounts offer, including how a married couple could generate over $126,000 in tax-free annual income, how heirs can inherit appreciated assets without paying capital gains tax, and how these accounts provide penalty-free access to funds before age 59½.Ari explains how brokerage accounts can bridge the gap for early retirees, solve the “qualified rich, cash poor” dilemma, and enhance estate planning. You'll see how combining retirement accounts with brokerage accounts creates tax efficiency and freedom that traditional strategies overlook.Listen now to learn how brokerage accounts can accelerate your retirement plan and give you the flexibility to enjoy life on your terms.-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.

Show Notes/Brief Summary/Blog Post:In this episode of the We Have Hope podcast, Kim Dully interviews Renee Smith, Chief Growth Officer of Williamsburg Academy. They discuss the importance of parental involvement in education, the unique approach of Williamsburg Academy in fostering critical thinking and leadership skills, and the challenges parents face during the middle and high school transitions. Renee emphasizes the need for parents to align their educational choices with their family values and the importance of empowering students to take charge of their own learning journey. The conversation also touches on the significance of community service and the role of mentorship in education.Episode Highlights:Personalized education is essential for student success.Parents should identify their family values to guide educational choices.Critical thinking skills are crucial for navigating an uncertain future.Leadership courses can significantly benefit students' development.Parents need to be active participants in their child's education.Flexibility in education can accommodate diverse student needs.Communication between parents and schools is vital for student success.Students should be encouraged to advocate for themselves.Community service helps students develop empathy and responsibility.Education should focus on who students want to be, not just what they want to do.Learn more about Williamsburg Academy:Website: Williamsburg LearningWork for Williamsburg: Job OpportunitiesMore on Love Your School/Links Mentioned in Episode:Visit Our Show Notes Page HERE!Questions? Email Us! kim@loveyourschool.org www.loveyourschool.orgVisit our Facebook HERE!Visit our Instagram HERE!This show has been produced by Love Your School WV.

Dr. Scott Barton, Lead Dentist at Whispering Oaks Family Dental, part of Heartland Dental & Rob Brenneise, Chief Growth Officer of Glidewell discuss: The latest in in-office milling Success with education & training Same-day dentistry strategies To learn more about Glidewell's FastMill I.O visit - https://dso.pub/IO You can also visit https://glidewelldental.com/ to learn more about Glidewell's other solutions & explore their abundance of educational opportunities.  To reach Dr. Scott Barton you can find him on Linkedin - https://www.linkedin.com/in/scott-barton-24b6818/ or you can also reach him at 210.416.8672

Dave Savage, Chief Growth Officer, TrustEngine & Founder, Mortgage Coach. Highlights include: real competitive edge comes from identifying and addressing consumer needs—even before the consumer is fully aware they have them; success requires delivering data-driven insights directly to LOs in simple, mobile-first formats with scripts and tools to act immediately; top producers differentiate by getting in front of the customer earlier—before they've engaged a referral partner; the industry underinvests in financial literacy, waiting until buyers are in their 30s or 40s; and the modern LO must evolve beyond transaction processing to educator and presenter. The future belongs to mortgage professionals who combine data + education + proactive engagement to reach borrowers at their true Speed to Need.

In episode #167 of

26 Sep 2025. Saudi Arabia has frozen rent hikes in Riyadh for the next five years to tackle soaring prices. We ask Matt Myers of Heriot-Watt University why Saudi is doing this and what it means for investors and the wider property market. Plus, we wrap up AI Week with Presight’s Chief Growth Officer on where the company is heading next. And Matt Stanley of Keplr brings us the latest on the oil market.See omnystudio.com/listener for privacy information.

The B2B SaaS market is experiencing a significant slowdown with growth rates dropping, while traditional marketing channels deliver diminishing returns in an increasingly saturated landscape.• Marketing benchmarks show companies growing faster than 20% spend 10-15% of revenue on marketing, while slower-growing firms spend only 7-9%• Digital channels like SEO (search engine optimization), PPC (pay per click), and email are seeing declining performance metrics despite increased spending• Today's B2B buyer completes 80% of their journey independently, yet companies still allocate 70% of go-to-market resources to sales• "What's old is new again" – smaller, intimate events and personalized interactions are outperforming scalable digital tactics• Successful companies balance brand marketing (awareness) and demand generation (conversion) equally• Effective positioning requires elevating problems to the executive level by articulating significant business impact• AI isn't changing what we should measure but enables better personalization at scale across industries and personas• The brand versus demand debate represents a false dichotomy – both work synergistically to drive growthThe rules of B2B marketing are being rewritten before our eyes. In this revealing conversation with marketing benchmark expert Omar Akhtar and go-to-market guru AJ Gandhi, we unpack the surprising reality that most B2B SaaS companies are facing: we're effectively in a recession. Growth rates have plummeted from over 30% to just 11-20%, while traditional digital channels deliver diminishing returns despite increased spending.What's behind this troubling trend? Market saturation, poor tool integration, rapid commoditization, and fundamental shifts in buyer behavior all play a role.The most compelling insight? Companies growing faster than 20% annually are investing 10-15% of revenue in marketing, with a balanced approach between brand awareness and demand generation.Whether you're managing a marketing team, leading sales, or driving overall growth strategy, this episode offers critical benchmarks and tactical approaches for navigating today's challenging landscape. AJ Gandhi: https://www.linkedin.com/in/anjaigandhi/AJ Gandhi is a distinguished Go-To-Market (GTM) leader and executive community builder. He currently serves as a Board Member for Plum Acquisition Corp.  Additionally, he is a Limited Partner at Stage 2 Capital and GTMfund.  AJ is also a co-founder of the GTM Leader Society.  Just recently, AJ served as Chief Growth Officer for Marlin Equity Partners and held significant roles at Salesforce, Ring Central, Bain & and McKinsey.  AJ is an alumnus of UC Berkeley and Harvard Business School.Omar Akhtar: https://www.linkedin.com/in/omarbilalakhtar/Omar Akhtar is the Founder and Principal Analyst at Benchmarker, leading research on marketing excellence for B2B tech. Previously, he was Head of Research at Altimeter, a Prophet Company, where he advised Fortune 500 companies, including Microsoft, Salesforce, Adobe, and Netflix, on marketing, data, and content strategies. Omar got his undergraduate degree in economics from Ohio Wesleyan, and then got a Masters in Journalism from Columbia.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com

In this episode of The Pickleball Show, host Curtis Reese sits down with Todd Storch—a dynamic force in the world of pickleball. Todd isn't just a passionate player; he's also the newly appointed President and Chief Growth Officer of Revolin Sports, a company known for its high-performance, sustainable pickleball gear.Todd shares how he first discovered pickleball, what drew him into the game, and how it quickly became more than just a hobby. From backyard rallies to competitive courts, his passion for pickleball led him to a leadership role at Revelon Sports, a company committed to crafting high-performance, eco-friendly paddles and gear for players of all levels.Dive in for a fun conversation!https://revolinsports.com/https://www.linkedin.com/company/revolin-sports/https://www.instagram.com/revolinsportspickleball/?hl=enhttps://www.instagram.com/ktoddstorch/?hl=enhttps://www.linkedin.com/in/ktoddstorch/https://x.com/ktoddstorchhttps://pickleball.com/players/todd-storchhttps://youtu.be/3xIZr3eyDvA

How can you challenge yourself as a leader to embrace empathy and think bigger, not just about success, but about significance?Joining me today is Mark Mears, a visionary business leader, best-selling author, keynote speaker, consultant, and visionary business leader. He has a significant track record of building stakeholder value, driving innovation, and profitable growth among world-class, high-profile brands such as PepsiCo/Pizza Hut, McDonald's, Frito-Lay, JCPenney, NBCUniversal, and The Cheesecake Factory. He is currently the founder and Chief Growth Officer for LEAF Growth Ventures, LLC, where he inspires leaders and organizations to grow with purpose.Mark shares insights from his powerful new book, The Purposeful Growth Revolution: 4 Ways to Grow from Leader to Legacy Builder. We'll dive into how empathy fuels meaningful growth, not only in business outcomes but people, teams, and culture. Mark believes that when leaders operate with purpose and put people first, they don't just build companies—they build legacies. He shares why “culture” is not the right word, how to stop managing to the org chart, the four brands you need to consider within your organization, how to build your legacy starting today, and how to think about inner diversity as much as organizational diversity. He also shares powerful stories from his past Fortune 500 mentors that you will love.To access the episode transcript, please search for the episode at TheEmpathyEdge.com Key Takeaways:True success comes from building communities where people belong, not just cultures where they merely exist.Leadership is a role to be earned daily through empathy and self-awareness, not just a title like “boss.”Empathy fuels performance, proving that compassion and results go hand-in-hand.Recognition and fulfillment drive engagement, motivation, and lasting impact in organizations.Purpose must be lived through four interconnected brands: personal, internal, external, and employer.“I never let anyone call me a boss. I said, if you want to refer to me as your leader, that's a title I have to earn every day by how I show up.” — Mark MearsFrom Our Partner:SparkEffect partners with organizations to unlock the full potential of their greatest asset: their people. Through their tailored assessments and expert coaching at every level, SparkEffect helps organizations manage change, sustain growth, and chart a path to a brighter future.Go to sparkeffect.com/edge now and download your complimentary Professional and Organizational Alignment Review today.About Mark Mears, Founder & Chief Growth Officer, LEAF Growth Ventures: Mark A. Mears is a #1 best-selling author, keynote speaker, consultant, and visionary business leader. He has a significant track record of building stakeholder value—driving innovation and profitable growth among world-class, high-profile brands such as PepsiCo/Pizza Hut, McDonald's, Frito-Lay, JCPenney, NBCUniversal, and The Cheesecake Factory.Today, Mark serves as Founder and Chief Growth Officer for LEAF Growth Ventures, LLC—a consulting firm inspiring individuals, teams, and organizations to find purpose in fulfilling their true growth potential while making a positive, lasting difference in the world.Connect with Mark Mears:Website: LEAF Growth Ventures LLC - https://www.MarkAMears.com LinkedIn: https://www.linkedin.com/in/markamears/ Book: The Purposeful Growth Revolution: https://www.amazon.com/Purposeful-Growth-Revolution-Leader-Builder/dp/1636182135Free Purposeful Growth Self-Assessment: https://www.MarkAMears.comConnect with Maria:Get Maria's books on empathy: Red-Slice.com/booksLearn more about Maria's work: Red-Slice.comHire Maria to speak: Red-Slice.com/Speaker-Maria-RossTake the LinkedIn Learning Course! Leading with EmpathyLinkedIn: Maria RossInstagram: @redslicemariaFacebook: Red SliceThreads: @redslicemariaWe would love to get your thoughts on the show! Please click https://bit.ly/edge-feedback to take this 5-minute survey, thanks!

Retirement anxiety does not discriminate based on wealth. Even multi-million-dollar portfolios are not immune to the fear of running out of money. This creates one of retirement's greatest paradoxes: having enough but feeling like you don't.When clients hear they can safely spend $150,000 a year in retirement, many hesitate. They remember their first job making $30,000 and struggle to shift from a lifetime of saving to a season of spending. Research shows wealthy retirees spend 24 percent less than they safely could, simply because of this mindset.Healthcare adds to the anxiety. Retiring before Medicare can mean $20,000 to $30,000 a year in costs for couples. Even after 65, Fidelity estimates a couple needs $315,000 saved for healthcare alone. No surprise that many retirees keep 10 to 20 percent of their portfolio in cash, even though that choice limits long-term growth.Ironically, spending often decreases with age while income from Social Security and investments increases. This creates a cushion that may support higher equity allocations later in life, which is the opposite of what conventional wisdom suggests. Yet fear lingers. A 2023 EBRI survey found one in three high-net-worth retirees still worry about outliving their money.If you want clarity about your retirement picture, try our free planning tool or reach out to explore how Root Financial can help you make the most of what you have worked so hard to build.-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.

Digital Shelf Institute's Lauren Livak Gilbert joins us in the future: By 2030, successful commerce professionals will function as orchestrators rather than specialists. This transformation requires organizations to shift from hierarchical pyramid structures to more dynamic, amoeba-like models that can pivot rapidly to solve problems and capitalize on opportunities. P.S. Listen to part two of this conversation on the Digital Shelf Institute podcast. Catch Digital Shelf Institute's report, Reinventing the Organization for Omnichannel Success.“It Depends.” (And “Culture Means Everything”)Key takeaways:Stop asking where ecommerce sits - The right question is how to fundamentally change how organizations work to match how consumers actually shop across all channelsCommerce leaders must become orchestrators - Future success requires professionals who can coordinate across sales, marketing, supply chain, and customer experience rather than operating in functional silosAI enables strategic thinking - By automating remedial tasks like content creation and competitive analysis, AI frees up human talent for higher-value strategic work and cross-functional collaborationChief Growth Officers represent true omnichannel leadership - Unlike Chief Digital Officers (which were transitional roles), CGOs who own the entire consumer journey represent the permanent future of commerce organizationJoint business planning must integrate all functions - Brands showing up as one unified company to retail partners will become essential for maintaining competitive advantage and accessing new opportunities[00:16:39] "We shouldn't be asking, ‘where does ecommerce sit?' We should be asking, ‘how are we fundamentally changing how we work to match the way that the consumer shops?'" -- Lauren[00:12:01] "Instead of being a digital marketer and like a traditional marketer, you're just a marketer who understands digital in store and every single other channel, including social commerce that you're seeing your consumer shop at." -- Lauren[00:23:47] "The true definition of omnichannel is having a leader who is accountable for the entire consumer journey. That's what a Chief Growth Officer is." -- Lauren[00:42:46] "Because commerce is culture." -- LaurenAssociated Links:Check out Future Commerce on YouTubeCheck out Future Commerce+ for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, business partners, and even loved ones.They explain how what we call a gut feeling is actually condensed pattern recognition, your brain quietly scanning countless experiences to guide your decisions before you can put words to it. This is why many Root clients engage with our content for months before reaching out. They are building trust, alignment, and confidence long before the first conversation.You'll also get a behind-the-scenes look at how Root designs every client touchpoint to create that same sense of connection—from videos and the first call with our client success manager Jay to the advisor relationship itself. James shares how Root's hiring process focuses not just on technical skill but on whether a candidate evokes the same feeling of trust clients get from our content. Ari reflects on how intuition plays a role in personal relationships too, bridging the gap between professional and personal trust.As Root grows, James and Ari discuss how we preserve our culture through decentralized command, empowering advisors to deliver personalized guidance while staying true to our philosophy.If you are searching for a financial advisor who makes you feel understood and confident about your future, explore our Root Drops and Advisor Unplugged series on our website on YouTube channel. Because the right advisor is not just about credentials or knowledge, it is about finding someone who feels right.-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.

When it comes to attracting talent, supporting employers, and building a competitive future for Michigan, Hilary Doe is up to the challenge!How do you grow a state's population when faced with challenges like talent migration, employer needs, and quality of life? Michigan's Chief Growth Officer, Hilary Doe, is tackling the issue head-on with a statewide road show. The Michigan Growth Office initiative highlights entrepreneurship, place making, economic diversification, housing, talent attraction, and higher education—laying out a comprehensive strategy to build Michigan's future. This conversation dives into the plan, the vision, and what it takes for a state to stay competitive in a global economy.

Today I'm going ALL IN with Chris Van Dusen, a serial entrepreneur turned venture capitalist and senior partner at Solyco Capital. Chris shares how a career-ending baseball injury unexpectedly launched him into entrepreneurship, leading to multiple exits—including one for $75 million—and ultimately into venture capital. We dig into the highs and lows of building businesses, the reality of raising money, and the difference between lifestyle businesses and scalable ventures. Chris also breaks down how his firm flips the script on traditional venture investing, why people matter as much as products, and what investors really look for before writing a check. If you've ever thought about raising money, scaling big, or just want to hear the raw truth from someone who's been in the trenches, this is an episode you don't want to miss.We Meet: Chris Van Dusen, Senior Partner at Solyco CapitalConnect:Connect with Rick: https://linktr.ee/mrrickjordanConnect with Chris: https://www.solycocapital.com/chris-van-dusen/ Subscribe & Review to ALL IN with Rick Jordan on YouTube: https://www.youtube.com/c/RickJordanALLINAbout Chris: Chris Van Dusen is a Senior Partner at Solyco Capital as well as Chief Growth Officer and Partner in 3 exits through Acquisition. Solyco, is a vertically integrated investment firm that delivers capital solutions for late-stage startup and growth companies. They take a private equity approach to venture capital. Solyco builds its portfolio of assets brand by brand - instead of through specific categories. Once the investment is secured, a partner led team is deployed on secondment to work alongside the portfolio company's executive team. In 2022 Van Dusen joined Solyco. He is the last partner to be brought on by the firm. He manages sourcing of capitalization and serves in CMO and CRO roles for the brands in the portfolio. Chris Van Dusen is a successful marketing and growth professional with extensive early stage and capitalization experience. Prior to joining Solyco, he launched marketing agency Parcon LLC. He was a partner in an Orange County liquor distillery, Surf City Still Works, where he led the successful merger with Kimo Sabe. He is formally the Chief Growth Officer (CGO) of Balanced Health Botanicals (BHB) in Denver, CO which he successfully exited in 2021. Chris received his Bachelor's degree in Economics from the College of William and Mary. He is active in the community and has held a variety of board seats at institutions like the Orange County Museum of Art (OCMA) and the Irvine Public Schools Foundation (IPSF). In addition to his non-profit work, Chris is a National Board member of Alder, a member of Entrepreneurs Organization(EO), and has traveled extensively speaking on a variety of topics. A life-long athlete he also has a black belt in Jiu Jitsu.

Are you working longer than you need to because of a retirement planning mistake? One of the biggest misconceptions is assuming you will spend the same amount every year in retirement. The reality is different, and understanding it could change when you retire.Experts call it the retirement smile. In your “go-go years” (65–75), spending is highest. Travel, hobbies, and experiences often run $60,000 to $65,000 a year for the average household. In the “slow-go years” (76–85), spending usually drops to $50,000 to $55,000 as travel slows down. Then come the “no-go years” (86+), where overall expenses dip but healthcare costs rise, creating the curve that completes the smile.At Root Financial, many of our clients with $1.5 to $3.5 million in assets might spend $150,000 to $200,000 early on, adjust to $100,000 to $150,000 mid-retirement, and later see healthcare push costs back up to $150,000 to $250,000. The lesson is clear. Planning with a flat budget often means you are overestimating your needs, delaying retirement, or underspending when you could be living more fully. A flexible withdrawal approach, starting around 5 percent, creates freedom while protecting long-term security.Do not let financial fear rob you of retirement joy. Whether it is traveling to the World Cup or simply extending family vacations, understanding your retirement smile can help you step into retirement with confidence and peace of mind.-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.

Should you hire BDRs or full cycle sales reps? Mark Niemiec, CRO of Salesloft thinks companies are shifting budgets away from BDR teams. At Salesloft, they already made the switch from sales engagement platform to what they call revenue orchestration.Mark's perspective: AE-generated pipeline converts 3-4x better than BDR pipeline. He predicts the BDR role that became popular around 2012 may not exist by 2026. The economics that created the BDR boom - cheap money and abundant VC funding - are gone.Mark runs revenue for a company that serves 5,000+ customers. Salesloft has captured 5-6 billion sales data points over time. When he talks about fundamental changes in B2B sales process, you listen.Mark answers the questions sales leaders are asking: Should you cut your BDR team? How does AI account planning actually work? What's the difference between sales engagement platforms and revenue orchestration? And why do most cold pitches to CROs fail?What Mark covers:

Dave Savage, Chief Growth Officer, TrustEngine & Founder of Mortgage Coach. Highlights include: discussion of transactional training vs advisory model; the trap of price and rate thinking; leadership's role; the LO as wealth advisor and the use of technology in the future. The illiterate of 2025 and beyond will not be those who can't read/write but those who can't unlearn old practices and relearn new ones.

We explore the monumental shift from SEO to GEO (Generative Engine Optimization) as AI platforms like ChatGPT and Perplexity become the new front doors to the internet, fundamentally changing how customers discover businesses online.• Traffic patterns are transforming as users get answers directly from AI without clicking through to websites• Content optimized for AI interpretation requires different approaches than traditional keyword-focused SEO• Organizations must shift from optimizing for keywords to building comprehensive topic frameworks• Users coming from AI platforms are more informed and show higher conversion rates despite lower overall traffic• Measuring success requires new metrics beyond traditional organic traffic numbers• Authority signals are evolving from backlinks to expertise indicators and authoritative source citations• Quality content formatted properly for AI consumption can be picked up and highlighted within days• Forward-thinking brands are experimenting with FAQ formats and structured content that AI models prefer• The future belongs to specialists who demonstrate deep expertise in specific niches• Human oversight remains essential to prevent recursive loops of "AI generating content for AI"The digital landscape is experiencing its most significant transformation since the rise of Google, as AI platforms like ChatGPT and Perplexity increasingly become users' first stop for information. This fundamental shift challenges everything we thought we knew about digital visibility.In this eye-opening discussion, we decode the evolution from traditional SEO to what experts variously call GEO (Generative Engine Optimization), AEO, or AIO. Our guests Rishi Mallik, Chief Growth Officer at Workato, and Eric Nalbone, client strategy lead at Position2, share frontline insights into how this transition is reshaping marketing strategies and customer journeys.The conversation reveals how forward-thinking organizations are adapting to a world where traffic patterns are dramatically changing. Rishi describes seeing approximately 20% of Workato's traffic now self-reported as coming from generative AI platforms.  Meanwhile, Eric challenges us to reconsider success metrics, asking provocatively: "If revenue is up but traffic is down, isn't that a win for everyone?"We explore the tactical shifts required to thrive in this new environment: moving from keyword-centric content to topic frameworks, optimizing content structure for AI interpretation, and rethinking how authority and expertise signals are communicated. You'll discover why FAQ formats perform well with AI models, how "borrowing authority" through explicit citation differs from traditional backlink strategies, and why creating comprehensive content hubs trumps isolated keyword-targeted pages.Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Rishi Mallik: https://www.linkedin.com/in/rishimallik/Rishi Mallik is currently the Chief Growth Officer at Workato, an AI-driven integration platform that automates workflows across enterprises, recognized as a Gartner and Forrester leader in the automation space. He is an expert in growth marketing and go-to-market strategies, known for his ability to drive rapid transformation and is quickly becoming an expert in democratizing Gen AI within organizations. With over a decade at Workato and prior experience in mobile anWebsite: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com

A conversation with Ben Chiriboga, Chief Growth Officer at legal CRM company Nexl and host of the This Legal Life podcast. Ben shares his journey from a litigator to a legal tech innovator. He recounts how an early e-discovery tool using natural language processing completed in six hours what had taken him six months, leading to an epiphany about the power of legal technology. The conversation delves into the legal industry's historical resistance to technology, prioritizing billable hours over efficiency, and how Ben leveraged his legal experience to transition into a new role in tech. Ben discusses the challenges of building a legal tech company and the critical distinction between a general CRM and one designed specifically for law firms. The episode concludes with a thought-provoking discussion on the impact of AI on the legal profession, focusing on what aspects of law are truly "fundamental" and what new roles and jobs AI will create. Key Takeaways The Power of Tech: Legal tech tools can drastically improve efficiency, as demonstrated by an e-discovery tool that performed six months of work in just six hours. Transitioning Careers: A background in law can be a valuable asset in the legal tech sector, but success requires adapting to new skills like sales, marketing, and growth strategy. The "Why" Behind a Legal CRM: General CRMs are built for sales teams with built-in incentive structures, whereas a legal-specific CRM, like Nexle, is designed to passively collect and enrich data without requiring lawyers to manually input information. The Fundamentals of Law: The human element—relationship building, counseling, and strategic advisory—is the core function of a lawyer that AI cannot replicate. The Future of Legal Jobs: AI's true impact will not be in better-drafted motions, but in the creation of new "legal adjacent" roles and business models that merge legal expertise with technology and data.

Gina is responsible for leading growth strategy and implementation for three amazing agencies: Colle McVoy, 10 Thousand Design, and Exponent PR. As a member of the agency's senior leadership team, she has played a significant role the agency reinvention, transformation, and record-setting new business streak. She's had an eclectic career in agency management, strategic partnerships, and buying/selling creative and media services. Prior to joining Colle McVoy, she spent 7 years at Target, managing many of its agency relationships and working with some of the brightest minds in the business. Before Target, she held leadership positions at publishing and advertising firms in Minneapolis. About her: Known for optimism and empathy. Her Motto: Work hard and be nice to people.

Struggling to get your spouse involved in retirement planning?You are not alone. Many financially-minded partners lose their spouse's attention by jumping straight into 401(k) allocations or tax strategies. The result is glazed eyes and little engagement.This approach works differently. Start with powerful, open-ended questions that spark curiosity and connection. Ask things like “What does your perfect retirement day look like?” or “If we had to spend $150,000 this year, how would you want to use it?” These prompts bypass resistance and lead to meaningful conversations about dreams, priorities, and lifestyle.When you know whether your partner envisions constant travel or staying close to home, or whether they fear losing purpose more than running out of money, you can build a plan you both believe in. Lifestyle clarity comes first. The numbers follow naturally.Retirement planning is not just about financial optimization. It is about creating a shared vision for the years ahead with the person who matters most. Try these questions with your partner and watch the conversation shift from spreadsheets to shared dreams.Visit earlyretirementpodcast.com to share your results or explore tools for building a plan that works for both of you.-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.

Leading with a growth mindset isn't just a buzzword—it's a transformative approach that defines how businesses adapt, innovate, and thrive in competitive markets. For Larisa Walega, Chief Growth Officer at Ziebart, this mindset has been the foundation of a remarkable career and a driving force behind the evolution of a 65-year-old global brand. Ziebart is a name many associate with automotive protection, but under Larisa's leadership, the brand has become much more. Today, it operates in 37 countries with over 400 locations, serving millions of customers worldwide. That level of scale doesn't happen by chance. It's the result of forward-thinking strategies, deliberate culture-building, and a willingness to embrace change when others resist it. Larisa's journey with Ziebart began in field marketing—a role that gave her an up-close perspective on the challenges and opportunities facing franchise owners. That hands-on experience shaped her leadership philosophy. She believes growth starts with listening, understanding stakeholder goals, and aligning strategies to support them. This isn't theory; it's a practical application of leading with a growth mindset. For Larisa, adaptability isn't optional—it's essential. Her rise to the C-suite coincided with one of the most pivotal chapters in Ziebart's history: rebranding. Legacy brands often face an identity challenge. They carry decades of success, but shifting consumer expectations and market disruptions demand reinvention. Rather than clinging to the past, Ziebart doubled down on transformation, modernizing its image and strengthening its positioning as the leader in automotive appearance and protection. That decision required bold leadership, and Larisa played a central role in making it happen. What does leading with a growth mindset look like in practice? It's a mix of strategy, empathy, and execution. Larisa emphasizes the importance of culture—both at corporate headquarters and within franchise locations. For her, team members are not just employees; they are brand ambassadors. Building a strong internal culture translates directly into customer experience. When employees feel valued and connected to a company's mission, they deliver better service, foster loyalty, and strengthen the brand. Technology also plays a key role. Under Larisa's leadership, Ziebart embraced digital tools to enhance customer engagement and streamline operations. This included integrating systems that make it easier for franchisees to connect with customers through text, email, and other digital channels. These shifts might seem minor, but they reflect a mindset focused on relevance and responsiveness—two traits that define market leaders. Ford Saeks, a business growth strategist and longtime advocate for operational excellence, often underscores this principle: businesses that fail to adapt risk becoming obsolete. Leading with a growth mindset means anticipating change and preparing for it long before the market demands it. Larisa embodies that principle, guiding Ziebart through initiatives that prioritize customer needs while safeguarding franchisee success. Franchising, by nature, requires balance. Brands must maintain consistency while allowing flexibility for local markets. For Larisa, the answer lies in systems and relationships. A structured framework ensures brand integrity, while strong communication fosters collaboration and trust. This dual approach has helped Ziebart maintain decades-long relationships with many of its franchise owners—a rarity in today's fast-changing business environment. Recognition of Larisa's influence extends beyond Ziebart. She chairs the International Franchise Association's Women's Franchise Committee and serves on its Board of Directors. Her leadership has earned her accolades from Entrepreneur, Brand Innovators, and 1851 Franchise, placing her among the top thought leaders shaping the future of franchising. As industries navigate economic uncertainty, labor challenges, and technological disruption, one truth stands out: companies that embrace growth-minded leadership will outpace those that don't. Leaders like Larisa Walega demonstrate that success isn't about maintaining the status quo—it's about challenging it. By fostering innovation, empowering teams, and staying customer-focused, brands can achieve sustainable growth in any market. Leading with a growth mindset isn't just a leadership style. It's a competitive advantage. And for organizations willing to embrace it, the opportunities are limitless. Watch the full episode on YouTube. Fordify LIVE! streams every Wednesday at 11:00 a.m. Central across all social media platforms, featuring conversations with top business leaders. New episodes of The Business Growth Show podcast drop every Thursday. About Larisa Walega Larisa Walega is the Chief Growth Officer at Ziebart, a global automotive appearance and protection brand with more than 400 locations in 37 countries. With over 16 years at Ziebart, Larisa has led initiatives in franchise development, marketing, and brand transformation, helping position Ziebart as a modern leader in its category. She serves as Chair of the International Franchise Association's Women's Franchise Committee and sits on the IFA Board of Directors. Recognized as a Top 100 Influencer in Franchising and honored by Entrepreneur and Brand Innovators for her marketing leadership, Larisa is passionate about building strong cultures, driving innovation, and leading with a growth mindset. Learn more about Ziebart. About Ford Saeks Ford Saeks is a Business Growth Accelerator with over 20 years of experience helping organizations—from startups to Fortune 500s—generate more than a billion dollars in sales. As President and CEO of Prime Concepts Group, Inc., Ford specializes in marketing strategy, innovation, and customer engagement. He is the founder of Fordify LIVE and The Business Growth Show podcast, where he shares real-world insights for business leaders. An award-winning entrepreneur, Ford has authored five books, holds three U.S. patents, and speaks globally on growth strategies and leadership. Learn more at ProfitRichResults.com and watch his show at Fordify.tv.

In this episode of Disruption Interruption, host KJ sits down with Karthik Manimozhi, Chief Growth Officer at MindBridge, to discuss the transformation of finance and auditing through human-centric AI. From the limitations of traditional sampling audits to the promise of AI-driven transparency, Karthik shares insights from his journey as a FinTech entrepreneur and offers a vision for a future where technology and human expertise work hand-in-hand to drive meaningful change in business and society. Key Takeaways: [4:00] - The End of Sampling in AuditsTraditional audit sampling only reviews a small fraction of data, leading to missed issues. AI now enables analysis of 100% of financial data, increasing trust and transparency. [10:20] - Human-Centric AI: Augment, Not ReplaceAI should empower people, not replace them. The future is about using AI to solve complex problems and enable small teams to manage massive operations. [36:45] - Digital Readiness is CriticalOnly 20% of finance organizations are currently digital-ready; this must reach 50% by 2030 for meaningful change. Upskilling and embracing new technology are essential. [29:00] - AI Democratizes OpportunityAI is not just for large enterprises—no-code platforms and accessible tools are unlocking value for small businesses and addressing global challenges like education and healthcare. Quote of the Show (31:38):"Artificial intelligence is an Iron Man suit on your conventional systems. You can still keep your data, your processes in the same place, and now you can collate all of them and create that unified view." - Karthik Manimozhi Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Karthik Manimozhi: LinkedIn: https://www.linkedin.com/in/karthikmanimozhi Company websites: MindBridge , mindbridge.ai How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

What happens when growth changes a company?We've all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lost. But does growing always mean losing what made you special?At Root, we think about growth differently. We use “anti-goals” to define what we never want to become, with checks in place so expansion never overshadows client experience or team wellbeing.That's why we recently lowered our minimum investment from $2M to $1M. It wasn't a quick decision. It came after expanding our team to ensure service stays exceptional. Like Patagonia, we measure success by more than profit. For us, it's about advisor engagement, client satisfaction, and building a place where our team wakes up energized to serve.If you're curious how companies can grow without losing their soul, we'd love to hear what brands you feel most connected to and why.-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.

Think you know how much people save for retirement?The median American over 65 has just $100,000 saved, yet the average household spends $57,000 a year in retirement, with $20,000 going to housing alone. The math doesn't work.At Root Financial, most clients retire with $2–3M and plan to spend $100K–$200K annually. That's not about bragging. It's a reminder that if you're here, you're likely already thinking beyond the basics.Rules like “save 10%” or “withdraw 3%” don't fit everyone. The difference between struggling and thriving often comes down to advanced planning—tax strategy, investment allocation, Roth conversions, and estate design. For many, the real risk isn't running out of money, it's missing opportunities out of excessive caution.Know where you stand relative to the averages and to your own vision.-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.

Learn how AI is already working to close the member engagement gap, transforming intent into impact, personalizing care at scale, and creating the connected experiences members now expect. Leaders from Highmark Health, Ovatient, Cigna, and League share proven strategies, bright spots, and lessons learned in applying AI to drive measurable outcomes, lower costs, and improve the member experience. In this episode, you'll learn: How AI is turning digital intent into meaningful health actions Real-world examples of personalized engagement that improved outcomes and savings Why the future of digital health is shifting from mobile-first to AI-first What it takes to build a scalable, purpose-built AI platform for healthcare How payers and providers can unite around the member with AI-powered engagement Panelists: Ian Blunt, VP Advanced Analytics, Highmark Health Michael Dalton, Founder & CEO, Ovatient Charles DeShazer, MD, Former Chief Quality Officer, The Cigna Group         Andrew Dubowec, Chief Growth Officer, League       Download the Episode Guide: Get key takeaways and expert highlights to help you apply lessons from the episode. Download here. Resources Here's the podcast Eric Glazer referenced during the show: Acquired/ACQ2 Episode: How is AI Different Than Other Technology Waves? (With Bret Taylor and Clay Bavor), August 18, 2025 Thank you to League for supporting this episode. League is the leading healthcare consumer experience platform, reaching more than 40 million people around the world and delivering the highest level of personalization in the industry. Payers, providers, and consumer health partners build on League's platform to deliver high-engagement healthcare solutions proven to improve health outcomes. Learn more at www.league.com. How to Engage: Chat with Us: Share your thoughts with Producer Jessica Tenzer at jtenzer@brightspotsventures.com  

Sometimes marketing gold shows up when you're not even planning to work. Jay Schwedelson and Daniel Murray pulled in a surprise guest – Daniel's far better half, Ari Murray – and ended up with a masterclass on landing page mistakes you're probably making. From why mobile-first design isn't optional to the sneaky ways widgets can ruin conversions, Ari drops quick, practical fixes that will actually make you money. Plus, you'll hear some surprisingly competitive trivia about birthdays, cakes, and who's the real GOAT in the relationship.ㅤBest Moments:(01:34) Why designing for mobile should be your first priority for any landing page(02:46) The case for full screen popups instead of small mobile forms(03:55) How a two step form can capture more data without killing conversions(05:34) Why birthday and half birthday emails are worth adding to your marketing(08:03) The widget mistake that silently kills your landing page performanceㅤFollow Daniel on LinkedIn and check out The Marketing Millennials podcast for sharp, no-fluff marketing insights. Subscribe to Ari Murray's newsletter at gotomillions.co for sharp, actionable marketing insights.ㅤCheck out our 100% FREE + VIRTUAL EVENTS! ->Guru Conference - The World's Largest Virtual EMAIL MARKETING Conference - Nov 6-7!Register here: www.GuruConference.comㅤCheck out Jay's YOUTUBE Channel: https://www.youtube.com/@schwedelsonCheck out Jay's TIKTOK: https://www.tiktok.com/@schwedelsonCheck Out Jay's INSTAGRAM: https://www.instagram.com/jayschwedelson/ㅤMASSIVE thank you to our Sponsor, Marigold!!Email chaos across campuses, branches, or chapters? Emma by Marigold lets HQ keep control while local teams send on-brand, on-time messages with ease.Podcast & GURU listeners: 50 % off your first 3 months with an annual plan (new customers, 10 k-contact minimum, terms apply).Claim your offer now at jayschwedelson.com/emma

Early retirement is about more than moneyScience shows there are compelling reasons to retire sooner than most people think. The UK's Whitehall 2 study found that retiring at 60 lowers the risk of chronic disease by 32 percent compared to working longer. Harvard research reveals that close relationships, not wealth or titles, are the strongest predictor of long-term health and happiness. Early retirement creates the “time freedom” to invest in those connections.I share with clients the three phases of retirement: the go-go years (55–70), slow-go years (70–85), and no-go years (85+). Waiting too long can mean missing your most active years for savings you may never use. Studies from France also show that leaving high-stress jobs earlier can preserve brain health and lower dementia risk.The key is balance. Retiring too early without a plan can cause financial strain or loss of purpose. The sweet spot is stepping away from stress while moving toward meaningful pursuits that keep you energized.If you want to explore your own early retirement possibilities, visit earlyretirementpodcast.com to run a personalized plan and see what could be possible for your future.-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.

What if the “financially optimal” choice doesn't actually lead to your best life?This conversation explores the balance between optimizing money and optimizing happiness. We break down the Five Types of Wealth—financial, time, social, mental, and physical—and show why sometimes the decision that looks inefficient on paper may actually be the smartest for your overall wellbeing.From real-life examples like paying for time-saving conveniences or investing in health, to reflections on why peace of mind often matters more than perfect numbers, this episode reframes what true optimization looks like.Because at the end of the day, wealth isn't just about money. It's about building a life you don't want to retire from.- 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 Builders Wanted, we're joined by Sandeep Seth, Chief Growth Officer and President of Tapestry. Sandeep shares his mission to future-proof growth by transforming Tapestry into a brand growth engine. He explores the importance of consumer focus, continuous learning, and creating seamless experiences both online and offline.-------------------Key Takeaways:Strategies to future-proof growth by focusing on consumer insightsHow to balance authenticity and innovation for younger generationsThe seamless integration of physical and digital experiences-------------------“ The magic doesn't come from what [consumers] tell us. The magic comes from what they don't tell us. And how do you sense that tension that's kind of going on there? It's not easy, but a true insight is that unexpressed emotion or that unexpressed need and how the brand, in an authentic way, can fulfill that.” – Sandeep Seth-------------------Episode Timestamps:‍*(01:57) - Sandeep's mission at Tapestry‍*(03:29 - Sandeep's approach to growth and brand relevance‍*(12:02) - An exciting shift in consumer behavior‍*(21:09) - Gen Z, digital vs. physical, and evolving consumer behavior‍*(28:29) - Balancing near-term performance with long-term brand equity‍*(37:39) - Quick hits-------------------Links:Connect with Sandeep on LinkedInConnect with Kailey on LinkedInLearn more about Caspian Studios-------------------SponsorBuilders Wanted is brought to you by Twilio – the Customer Engagement Platform that helps builders turn real-time data into meaningful customer experiences. More than 320,000 businesses trust Twilio to transform signals into connections—and connections into revenue. Ready to build what's next? Learn more at twilio.com.

Reed Hansen, a seasoned marketing strategist and Chief Growth Officer at MarketSurge.io, emphasizes the transformative power of technology in driving business growth. With over a decade of experience in digital strategy, SEO, and sales automation, Reed advocates for automating repetitive tasks to allow entrepreneurs to focus on their core missions. His approach combines the use of AI tools and effective SEO practices to enhance customer engagement and streamline marketing efforts, ultimately leading to higher conversion rates and sustainable growth. A key aspect of Reed's strategy is the importance of personalized marketing and understanding the unique needs of each client. By leveraging long-tail keywords and crafting relevant content, businesses can improve their visibility in search engines while establishing themselves as authoritative voices in their industries. Reed's insights underscore the necessity of adopting a growth mindset, encouraging entrepreneurs to view challenges as opportunities for learning and innovation in an ever-evolving digital landscape. To help businesses strengthen their online presence, Reed offers a comprehensive website audit that identifies missing or sub-optimal technical elements affecting search rankings. This audit generates a detailed list of actionable insights that can be implemented to enhance SEO performance. Improve your visibility, attract more traffic, and ultimately drive growth. Take the first step towards optimizing your website by requesting a full audit today. For the accessible version of the podcast, go to our Ziotag gallery.We're happy you're here! Like the pod?Support the podcast and receive discounts from our sponsors: https://yourbrandamplified.codeadx.me/Leave a rating and review on your favorite platformFollow @yourbrandamplified on the socialsTalk to my digital avatar

Welcome to The Ecommerce Braintrust podcast, brought to you by Julie Spear, Head of Retail Marketplace Services, and Jordan Ripley, Director of Retail Operations. Today, we're excited to welcome Mike Black, Chief Growth Officer at Profitero+. We'll be diving into their latest report, “The Digitally Influenced Shopper”, which reveals how shoppers are navigating today's fractured path to purchase, how they evaluate value, and its implications for brands and retailers. Tune in to find out more!  

Some choose to grind a few more years in a high-paying job they dislike, aiming for an early, full stop at retirement. Others step into more fulfilling work that pays less, but adds purpose to their days—and often still results in more wealth than expected.Take John and Jennifer. Both start at age 50 with $1M saved and $150K salaries. John works five more years at a job he doesn't enjoy, retiring at 55 with $1.62M. Jennifer switches to work she loves at $100K for 10 years, retiring at 60 with $2.1M. The math is surprising—Jennifer ends up with more assets and more joy along the way.The concept? Recreational employment—working because you want to, not because you have to. Even modest income in “retirement” years can keep your portfolio compounding instead of depleting, lowering risk and increasing freedom.Your retirement strategy shouldn't just hit arbitrary financial targets—it should serve your life goals. Explore the scenarios and see which path fits you best at earlyretirementpodcast.com.-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.

Estate planning isn't fun to think about, but skipping it can cost loved ones time, stress, and money. In this week's episode, Ari breaks down the essentials so you can take action with confidence.Learn the key differences between wills and trusts, which states make trusts especially valuable, and why even residents of “will-friendly” states might still need one. Explore the “dead box” strategy, an annual practice that keeps important info like passwords and funeral wishes accessible if something happens.Get clarity on overlooked tools like POD (Payable on Death) and TOD (Transfer on Death) designations, plus the risks of outdated paperwork through real-life client examples.The episode also covers power of attorney, healthcare directives, and how HEMS provisions can protect assets for beneficiaries with special needs or unique situations.Estate planning is about more than documents—it's about creating peace of mind. Start now to give your family clarity when it matters most.Listen to Part 1: Here's When A Will Is Sufficient And Trust Isn't NecessaryCreate 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.

Money conversations fall short when only one spouse is at the table. It's easy to treat financial planning like another household task to divide and conquer, but unlike errands, your financial plan is the blueprint for your shared future.What we've seen time and again is that the person sleeping next to you often holds the key to your blind spots. They know what stresses you out, what brings you joy, and what dreams you've stopped saying out loud. That's why the best financial plans aren't just about returns or tax strategies—they're built around conversations that reflect what both of you actually care about.One question we love to ask: “Would you rather spend more each year, or donate that money to your least favorite political cause?” It's uncomfortable and it works. Couples suddenly uncover real goals they've never voiced before.When both partners are involved, tradeoffs become clearer, values rise to the surface, and decisions feel more connected. It's not just better planning, it's a better relationship with your future.What conversations might you and your partner still need to have?- 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.

Estate planning doesn't have to be complicated. This episode breaks down the essentials: wills, trusts, and what actually matters, so you can protect your assets and give your loved ones peace of mind.Wills determine where assets go after death. Trusts do that and more. They can manage assets during your lifetime and help avoid probate, offering more flexibility and control.In states like Texas, Arizona, and Florida, probate tends to be fast and affordable, so a will might be enough. But in places like California, New York, and Oregon, a trust can help you avoid long, expensive, and public court proceedings. Some situations call for extra planning regardless of location, such as blended families, special needs beneficiaries, or owning property in multiple states.This episode also explores the idea of a “dead box,” a digital folder that holds important documents, passwords, and instructions to make life easier for your family during a difficult time.Estate planning isn't just about legal documents. It's about creating clarity and making sure your family knows what to do when it matters most.Listen to Part 2: FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools -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.