Podcasts about chief growth officer

What if the “smart” money choice isn't the choice that builds your best life?This Root Talks episode starts with a bucket-list moment for James—throwing the first pitch at a Padres game—and turns into a bigger lesson: money is a tool to create meaning, not a score to keep. It's a look at the Five Types of Wealth (financial, time, social, mental, and physical) and why the spreadsheet answer isn't always the human answer.Ari and James share real examples: paying for time to be with family and friends, choosing health over “perfect” returns, even saying yes to a once-in-a-lifetime trip when it matters most. It's practical retirement planning and financial planning through a different lens—purpose-driven wealth, money mindset, peace of mind.If the goal is a life well lived, optimization means aligning dollars with values: relationships, adventure, and the stories you'll keep telling. That's true retirement lifestyle design... building a life you don't want to retire from.Watch to rethink “financially optimal,” and learn how to use your money to buy back time, reduce stress, and live on purpose.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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

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

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

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

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

Most headlines shout that you need millions to retire comfortably. The truth? It depends on you. Ari breaks down what “enough” really means, and how to design a plan that fits your lifestyle, health, and peace of mind, not someone else's spreadsheet.In this episode, you'll hear real-life stories that prove one size doesn't fit all. A saver with $3 million who can't enjoy travel because of sciatica. A Chevron retiree with $487K, a paid-off home, and a $2,800 monthly budget living his version of freedom. Same markets, totally different outcomes—and both work.Listen as Ari shares a simple framework to turn your lifestyle into a retirement number: calculate your after-tax monthly spend, annualize it, and match it to a conservative withdrawal rate. You'll see why $35K a month might require $8M, but $3K can work beautifully with smart investing and tax strategy.You'll also learn how to avoid the silent killers of a good plan: sequence risk, poorly timed withdrawals, and outdated estate documents. Plus, how to time Roth conversions, structure income for flexibility, and protect your health and wealth over decades.If you've ever asked, “Should I retire now with less or wait for more?” this episode gives you the clarity to choose confidence over comparison.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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

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

In this episode of Say Hi to the Future, host Ken Tencer welcomes Jeevak Badve, Chief Growth Officer at Sundberg-Ferar and a leading voice in global innovation, creativity, and business transformation.Jeevak brings a rare combination of technical expertise, cultural curiosity, and human-centered thinking. With experience spanning continents and industries, he has spent his career helping organizations uncover the deeper “why” behind the things they create — and translating that understanding into meaningful progress.This conversation goes beyond buzzwords. It explores what it truly means to think forward, to build systems and products that reflect who we are, and to cultivate a mindset where innovation serves both people and purpose.

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

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

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

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

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

In this episode of Seize and Desist, Aidan is joined by Nils von Schoenaich-Carolath (Chief Growth Officer at Tradias) to explore the challenges governments face when liquidating seized digital assets. They unpack the operational and regulatory hurdles involved, from compliance and whitelisting to best practices in asset management, and examine how collaboration with crypto-native institutions can support secure and effective liquidation. Timestamps 00:00 – Introduction and Background 09:50 – The Liquidation Process for Seized Crypto 15:30 – Challenges and Best Practices in Asset Liquidation 26:00 – Understanding Market Dynamics: Bids, Asks & OTC Trades 32:40 – Operational Security & Preventing Transaction Errors 39:30 – The Future of Asset Management and Regulation About our GuestNils von Schoenaich-Carolath is Chief Growth Officer at Tradias, the digital asset trading arm of Bankhaus Scheich. With a background in capital markets and digital finance, Nils plays a key role in developing infrastructure for institutional crypto trading and tokenization. He has led initiatives to support secure and compliant liquidation of seized digital assets, working closely with public authorities and legal experts. His work bridges traditional finance and blockchain innovation, helping shape the future of regulated digital asset markets. Key TakeawaysLiquidating Seized Crypto: Managing seized digital assets is complex and requires precision to safeguard value, ensure compliance, and protect public funds. Regulatory Clarity and Compliance: Clear frameworks and adherence to financial and legal standards are essential for transparent, traceable, and accountable asset management. Operational Security: Robust controls, including whitelisting, test transfers, and dual oversight, are vital to prevent errors and minimise risk in asset handling. Managing Market Impact: Large-scale liquidations can disrupt markets, so structured trades and careful planning are critical to maintain stability and confidence. Collaboration and the Future of Asset Management: Effective recovery relies on coordination between public and private sectors, continuous learning, and exploring strategies like yield generation and smarter reinvestment.Resources MentionedTradias CNBC: Germany's $2 Billion Bitcoin Sale FATF's latest guidance on asset recovery 9th Global Conference on Criminal Finances and Cryptoassets Stay ConnectedDive deeper into the world of asset recovery by subscribing to Seize & Desist.DisclaimerOur podcasts are for informational purposes only. They are not intended to provide legal, tax, financial, and/or investment advice. Listeners must consult their own advisors before making decisions on the topics discussed. Asset Reality has no responsibility or liability for any decision made or any other acts or omissions in connection with your use of this material. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by Asset Reality employees are those of the employees and do not necessarily reflect the views of the company. Asset Reality does not guarantee or warrant the accuracy, completeness, timeliness, suitability or validity of the information in any particular podcast and will not be responsible for any claim attributable to errors, omissions, or other inaccuracies of any part of such material. Unless stated otherwise, reference to any specific product or entity does not constitute an endorsement or recommendation by Asset Reality.

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

Feeling like “flat” retirement spending plans don't match real life? You're not imagining it. Spending typically follows a retirement smile: higher in the early “go-go” years, lower in the “slow-go” years, then rising again later with healthcare needs. In this episode, Ari Taublieb, CFP®, shows how acknowledging that curve can unlock more life early on—without losing long-term security.Using illustrative scenarios (not recommendations), see how a $2,000,000 portfolio might support higher spending in active years (e.g., ~$110k), step down mid-retirement (e.g., ~$85k), and adjust later (e.g., ~$95k–$105k). A $1,000,000 portfolio might follow a similar pattern (e.g., ~$50k → ~$35k → ~$45k–$50k). The point isn't precision, it's aligning your plan with how people actually live.You'll learn how to frame spending guardrails, set review checkpoints, and coordinate income sources so your plan adapts as health, markets, and goals change. Ready to stress-test your numbers against reality and retire with more confidence?- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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

Live from the Lex Mundi Americas Regional Marketing and Business Development Roundtable in Denver, this special episode of the CMO Series Podcast dives into Cross-Selling in Practice. Ali Bone is joined by Susan Lee Hollender, Chief Growth Officer at Michael Best & Friedrich, to explore how firms can move from intention to action. Drawing on insights from Passle's AI & Cross-Selling Report 2025, the conversation unpacks what's working across the Lex Mundi network, the barriers that hold firms back, and what clients truly want to see. From building trust and awareness to proven approaches and success stories, Susan and Ali discuss the practical lessons and ideas for how firms can make cross-selling easier and more impactful.

October 27, 2025 ~ Hilary Doe, Founder and Chief Growth Officer for the Michigan Institute for Growth and Opportunity, joins Kevin as this week's All Talk All Star. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Metro Plus Health is a not-for-profit insurance plan based in NYC, serving over 700,000 New Yorkers at over 34,000 sites across the five boroughs. Roger Milliner, Chief Growth Officer at MetroPlus Health, talks about their role in the health insurance landscape, options during the Medicare open enrollment period and explains upcoming Medicare health care changes.

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

What if the next 10 years bring just 3% returns from the S&P 500?In this episode, we turn that forecast into a real-world retirement plan—not panic. You'll learn how to stress test your portfolio, build flexibility into your spending, and design a withdrawal strategy that can survive tough markets.Listen as Ari and James break down:Sequence-of-returns risk — why bad early years hurt more than bad averages.The modern 4% rule — how to use it as a guardrail, not a guarantee.Diversification that actually works — adding small caps, value, international, and bonds to reduce risk from overexposed tech-heavy portfolios.Tax-smart moves — Roth conversions, cash buffers, and dynamic withdrawal rules that adapt to changing markets.Whether you're planning to retire early or just want peace of mind through an uncertain decade, this guide gives you a clear, flexible framework—so your lifestyle isn't dictated by Wall Street's forecasts.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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

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

Feeling like healthcare makes early retirement impossible? It's a common belief, but often fixable with thoughtful income planning. Premium tax credits under the ACA aren't vanishing; the enhanced credits are scheduled to sunset after 2025, and the pre-2021 rules (including the ~400% FPL income cap) are slated to return in 2026 unless Congress acts. The takeaway: managing MAGI matters.In this episode, Ari Taublieb, CFP®, walks through a practical, illustrative case: a 60-year-old couple with ~$1.55M spread across taxable, pre-tax, and Roth accounts. You'll see how the source of withdrawals (e.g., harvesting from taxable accounts vs. large pre-tax distributions) can change MAGI—and therefore subsidy eligibility—potentially lowering Marketplace premiums materially. You'll also learn key HSA rules after age 65 (non-medical withdrawals are taxed as income but no 20% penalty) and what's changing for HSAs in 2026: Bronze and Catastrophic ACA plans are slated to be HSA-eligible, expanding access to tax-advantaged saving.You'll leave with a playbook: align cash-flow needs with tax brackets, plan around the 400% FPL threshold, coordinate Roth/pre-tax/taxable withdrawals, and revisit the plan annually as laws and income shift. Ready to pressure-test your numbers and retire with more confidence? Subscribe to the Early Retirement Podcast.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Host Gil Bashe sits with colleague Ritesh Patel a healthcare marketing and growth executive, innovator, and advisor active at the intersection of health, technology, and go-to-market strategy. Ritesh is Chief Growth Officer at Doceree, where he leads global growth and innovation for point-of-care engagement platforms. With a career spanning senior digital health roles at Ogilvy, InVentiv Health, and Sanofi, Ritesh is recognized as a pioneer in healthcare marketing and digital transformation. A frequent speaker, startup advisor, and award-winning strategist, he's passionate about reimagining how technology and trust converge in healthcare communications. We discuss: 1. Digital innovation in healthcare marketing. 2. The future of point-of-care platforms and 3. Building trust & impact through tech-driven strategies. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing - within their respective firms. Michele, Tyler and Michelle also shared their top marketing priorities of 2025, while previewing what will be in focus for 2026. This episode is a must-listen for any RIA trying to figure out how to 'crack the code' and drive consistent, high-quality organic growth across their organization. 

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

Duncan Barrigan left his high-profile Chief Growth Officer role at GoCardless, a $2.2 billion payments platform, to solve what he calls the biggest challenge in financial technology: broken B2B payments. This $70 trillion market is stuck, with 98% of B2B payments handled by outdated, manual processes. Rideshare giants deploy 50-person teams just to manage accounts receivable, exposing an enormous need for modern payment processing solutions.Manual tasks and communication breakdowns are costing companies millions in wasted time. The core issue isn't just sending or receiving money—it's the chaos and disputes that slow down invoice payments and paralyze AP teams. Duncan saw that true progress means automating the entire workflow. Using the power of AI and AP automation, Lunos builds agents that handle accounts receivable at scale. These AI-powered tools negotiate, track, and resolve payment disputes without errors, never missing a detail, and supporting efficient electronic payments for modern businesses.1️⃣ Start with monitor mode first to build trust and understand AR patterns before advancing to suggest or act modes.2️⃣ Prevent disputes through real-time records instead of tracking payment promises in weekly spreadsheet downloads.3️⃣ Let email handle customer communication rather than forcing customers onto new portals that create friction.4️⃣ Use relationship-specific data for forecasting instead of broad machine learning patterns across different companies.5️⃣ Integrate like a human worker by connecting with existing ERPs, CRMs, and communication tools without forcing massive changes.GUESTDuncan Barrigan LinkedIn: https://www.linkedin.com/in/duncanbarrigan/LUNOSWebsite: www.lunos.aiLinkedIn: https://www.linkedin.com/company/lunos-ai/FINTECH CONFIDENTIALPodcast: https://fintechconfidential.com/listenNewsletter: https://fintechconfidential.comLinkedIn: https://www.linkedin.com/company/fintechconfidentialX: https://x.com/FTconfidentialInstagram: https://www.instagram.com/fintechconfidentialFacebook: https://www.facebook.com/fintechconfidentialSUPPORTERSUnder - Streamlines application and underwriting with digital PDF processing - https://under.io/ftc Skyflow - Zero trust data privacy vault with simple API calls - https://skyflowsecure.com Hawk - AI tools for real-time fraud detection and transaction monitoring - https://gethawkai.comABOUTDuncan Barrigan is a technology entrepreneur and executive. He's the Founder and CEO of Lunos, the AI partner that manages receivables just like you would. Well, how you would if you worked on it 24/7, never forgot anything and read every message ever sent to you - you get the idea.He has spent more than a decade helping businesses get paid, previously as Chief Product Officer and Chief Growth Officer at GoCardless for eight years, playing a leading role in its rise from a UK-based direct debit provider to a global bank payments unicorn worth $2.2bn, with revenue growing for $1m to well over $100m ARR. Prior to that he worked as a consultant, leading projects advising PE & VC clients on fintech and financial services M&A and strategy at Oliver Wyman. He has an MA in Natural Sciences from the University of Cambridge.Lunos is an AI-powered accounts receivable platform that integrates with enterprise systems to automate tracking, communication, and resolution of unpaid invoices. The system operates like a human AR agent, managing customer interactions and adapting to responses in real time.Tedd Huff is the Founder of Voalyre a professional services and Advisory firm focused on global payments and banking. He is also a video podcast host and executive producer on the Fintech Confidential...

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

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

In episode #167 of

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.

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.

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.