Podcasts about chief growth officer

Retirement doesn't come down to a magic number, it comes down to your number. In this episode, we walk through a simple, personalized framework to help you understand when you can truly retire, based on what you want life to look like, not generic benchmarks.We cover the core question: How much do you want to spend each month? From there, we reverse-engineer your retirement target, factoring in taxes, withdrawal strategies, estate planning, and those big one-time expenses that often get missed.And it's not just about the math. We dive into the emotional side of retirement. It's about how to find purpose, identity, and meaning in this next chapter. Whether retirement feels decades away or just around the corner, this episode will help you stop guessing and start planning with clarity.- 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 your CPA or attorney 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 endorsements.Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

The Golden Age of health is here. Are you in or out?David Reid and Brad McDonnell of Manna Vitality share their journey through sun gazing, mineral balance, indigenous wisdom, and how these experiences helped them access vitality from within. Learn everything you need to know about shilajit, ocean plasma, gold nanoparticles, and what it means to truly align your body, mind, and purpose.OUR GUESTSDAVID REIDDavid Reid is the Founder and CEO of Manna Vitality, a premium micronutrient company rooted in the belief that true wellness begins at the cellular level. With over a decade of research into mineral synergy, bioenergetics, and frequency-based wellness, David has built Manna into a movement—one that combines ancient wisdom with cutting-edge delivery systems. His vision is to help people “Mannafest” their potential through nutrition, resonance, and radical self-awareness. A lifelong seeker and teacher, David is known for his grounded presence, deep insights, and unwavering commitment to upgrading the human experience.BRAD MCDONNELLBrad McDonnell is the Co-Founder and Chief Growth Officer of Manna Vitality, a performance-focused micronutrient company delivering premium formulations inspired by ancient alchemy and modern science. A former semi-professional rugby player and lifelong Jiu-Jitsu practitioner, Brad blends his background in extreme sports with a deep passion for wellness, storytelling, and brand building.SOCIALS

If we sleep for one third of our lives, wouldn't it be ideal to sleep on an organic mattress where we're not breathing unnecessary toxins? In this episode, Kanika Chadda Gupta interviews Arin Shultz, Chief Growth Officer of Naturepedic. Discover why organic mattresses are crucial for families looking to create a healthier sleep environment. With alarming statistics showing that conventional mattresses can contain harmful chemicals linked to health issues, learn how organic materials can make a difference. Arin shares his career journey, tips for choosing the right mattress, and the science behind sleep quality and health. Tune in for valuable insights that will help you prioritize your family's well-being! MEET MY GUEST: NATURE PEDIC Learn more about your ad choices. Visit megaphone.fm/adchoices

David Stanford is a founder and Enterprise Managing Consultant with RealFoundations and brings over 35 years of experience providing strategic financial and operational improvement services to clients in the property and building industries. David is the Chief Growth Officer of RealFoundations, with the primary responsibility to initiate new solutions and grow the RF Network of people, partners, clients, and industry participants. He is also responsible for the corporate development activities of the firm. Additionally, he is responsible for implementing the global presence and alliance program of RealFoundations. David is highly experienced in providing large-scale operational and digital improvement services to private and global real estate owner/operators and institutional investors. He has directed client teams in the execution of large business improvement projects, long-range digital capital plans, packaged technology selections, and solution implementations. David is also highly experienced in assisting management teams with strategy, development, and operating model transformations. Some of his clients include the most respected real estate organizations in the world, including Blackstone, GIC, J.P. Morgan, Greystar, Walmart, KIMCO, Hines Interests, Brookfield and Invitation Homes. Prior to founding RealFoundations, David was a Partner of Ernst & Young's real estate practice in Dallas. He also worked in the Transaction Advisory group of Kenneth Leventhal & Company. David graduated from Baylor University with a BBA in Finance & Accounting.

What's the ACTUAL difference between a Chief Growth Officer and a Chief Marketing Officer,what do they do and why might a high-growth brand need both?BGH host Fiona Fitz has been in the industry for 25+ years, and believe it or not, these roles are relatively new, borrowed from the worlds of tech and e-commerce, pure plays. So we decided it was high time to investigate what exactly a chief growth officer does and how they work alongside a chief marketing officer.In this episode of Brand Growth Heroes, Fiona digs into that exact question with two of the most strategic minds behind one of the UK's most successful DTC brands, smol. Neil Campbell is Chief Growth Officer, and Hilary Strong is Smol's Chief Marketing Officer. Together, they break down how they work in tandem to scale a brand that's grown to £44M in sales, without relying on traditional advertising or a big retail presence.Neil and Hilary explore how customer lifetime value, subscription retention, and channel strategy combine to build a high-repeat-rate, mission-led brand. They also discuss how Smol segments its audience, turns data into action, and balances performance marketing with long-term brand building.If you've ever wondered how to move from organic to scalable growth—or whether it's time to bring in more senior commercial firepower to your team, this conversation will give you both the strategic context and the practical next steps. You'll hear how Smol has built a brand so loved that customers travel across the country just to meet the team in person and why they're still holding off on going big in retail despite the temptation.This episode is packed with real-world insight, actionable strategy, and a glimpse into what modern DTC growth leadership really looks like. Enjoy!Useful Links:smol websiteConnect with Neil CampbellConnect with Hilary StrongFollow smol on Instagram & FacebookA small favour: If this episode inspires you to think about new ways to drive business growth, please hit FOLLOW and even leave a review! This tiny gesture means the world to us and allows us to share these nuggets of insight and value with you more often. We see every new follower and read every review, so thank you in advance!=============================================================Thanks to Brand Growth Heroes' podcast sponsor - Joelson, the commercial law firm=============================================================If you're a founder, you already know how much of your energy goes into building the perfect product, creating standout branding and connecting with your consumers.But don't forget that scaling a CPG business also comes with a maze of legal complexities that can make or break your business journey. From contracts, term sheets and regulatory compliance to protecting your brand's intellectual property as you expand, it's essential to get it right.And that starts with the right legal partner.So we're thrilled to introduce Joelson, a leading commercial law firm that specialises in guiding the founders of scaling CPG brands, as Brand Growth Heroes' sponsor.With long-term relationships with clients like Little Moons, Trip, Eat Natural, Bear Graze, and Pulsin, Joelson is also famous for advising the innocent founders in their landmark sale to Coca-Cola! As a female team, we are especially impressed by Joelson's commitment to championing female founders in CPG.Not many law firms are also BCorps, nor do they specialise in helping founders navigate the legal challenges of scaling without stifling the creativity and momentum that got you here in the first place. So thanks, Joelson—we're delighted to have you on board.If you'd like to get in touch to find out more, why don't you drop them a line at hello@joelsonlaw.com!==============================================A tiny favour: If this episode inspires you to think about new ways to drive business growth, please could you click FOLLOW or SUBSCRIBE on your favourite podcast app and leave a review?This small gesture from you means the world to us, and allows us to share these nuggets of insight and value with you more often.You won't want to miss the next episode, in which Fiona Fitz talks with another successful founder of a challenger brand who shares more valuable insights into driving growth.Please don't hesitate to join our Brand Growth Heroes community to stay updated with captivating stories and learnings from your beloved brands on their path to success!Follow us on our Brand Growth Heroes socials: LinkedIn, Facebook, Instagram and YouTube.Thanks to our Sound Engineer, Gyp Buggane, Ballagroove.com and podcast producer/content creator, Kathryn Watts, Social KEWS.

Tax gain harvesting is one of the most underused but powerful strategies available to early retirees and those pursuing financial independence. In this episode, we explore how it works, who it's best suited for, and how it can help reduce long-term tax liability.Unlike tax loss harvesting, which involves selling investments at a loss to offset gains, tax gain harvesting is about intentionally realizing gains when you're in a low or zero percent tax bracket—allowing you to reset your cost basis without triggering federal tax in certain situations.This strategy is most effective in taxable brokerage accounts and is typically not applicable to retirement accounts like IRAs or 401(k)s. It tends to work best in years where your income is lower, such as early retirement or transition periods before drawing Social Security.Even with additional income from dividends or part-time work, many people can still benefit from this approach. However, it's important to consider potential state tax implications as well.We'll break down how tax gain harvesting fits into a broader retirement tax strategy, what makes someone a good candidate, and how to use it thoughtfully as part of your long-term financial plan.- 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 your CPA or attorney 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 endorsements.Participation 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.

Saviynt Co-Founder Amit Saha discusses how their AWS partnership has enabled the identity security company to deliver comprehensive identity protection while minimizing organizational friction.Topics Include:Saviynt is leading identity security provider in marketSecures human, non-human, workforce, and privileged access identitiesEliminates friction while automating organizational access management processesBiggest challenge: reducing friction in new access processesSecond challenge: visibility into accumulated technical debt problemsLost business context makes access permissions difficult to unwindSaviynt provides quick visibility to prioritize identity risksShadow IT creates ungoverned workloads and cloud applicationsNeed integration with asset management and cloud providersMust derive intelligence from multiple disconnected information sourcesAWS partnership provides access to prolific customer baseAWS security owners are same buyers for SaviyntEleven-year AWS relationship with early security competencyISV Accelerate program connects with sellers and architectsRising Star program helps stand out in crowded marketplaceFind mutual customers for successful AWS partnership storiesGenAI in bad actors' hands compromises customer securityProduct engineering uses GenAI tools for better qualityAgentic AI creates new paradigm between human/non-human identitiesAgentic AI requires dynamic, fluid access management approachesAI agents can generate their own bots needing accessZero trust principles needed at broader scale for AINext twelve months: getting ahead of GenAI curveNew AWS services launch daily in GenAI spaceContributing to new standards like MCP and A2A protocolsAWS Marketplace simplifies procurement and buyer discovery processesEDP program and migration incentives benefit ISV transactionsAWS developer-friendly startup programs accelerate time to marketCloud-native approach enables predictable scaling and AWS integrationAWS-Saviynt partnership aims for once-in-generation security impactParticipants:Amit Saha – Co-Founder and Chief Growth Officer, SaviyntSee how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Yuriy Yarovoy is the SVP, Revenue at Medal, the fastest-growing platform for gamers to capture and share gameplay. In his role, Yarovoy, oversees the platform's growth, partnerships, and ad monetization strategies. Leveraging his background leading teams across marketing agencies and Fortune 500 companies, Yarovoy focuses on expanding Medal's reach and deepening engagement with its 8+ million global users.Yarovoy boasts 15 years of experience in SEO, product strategy, and customer acquisition for companies across gaming and technology. Prior to joining Medal, he led a marketing team of 40 people in 26 countries at mobile gaming platform BlueStacks, helping to scale the company to over 450 million users. He was also integral to the launch of Game.tv, a community-driven esports platform, and served as Chief Growth Officer at “fan hub” startup Kanga.gg (acquired by Riot Games in 2021).Additionally, Yarovoy serves as an advisor to several creator economy startups and has mentored early-stage founders on how to scale their businesses. 

In this episode of the FHS Podcast, Catherine Edwards, Chief Growth Officer, QUO Global speaks with Ho Kwonping, Founder and Executive Chairman of Banyan Group, on the rise of branded residences and how Banyan pioneered the space in Asia. With over three decades in hospitality, Mr. KP Ho shares insights on the group's multi-brand expansion, the growing relevance of standalone residences, and why sustainability - both environmental and social - must underpin long-term real estate success. A candid and wide-ranging conversation on strategy, values, and what the future holds for the industry.

What does it really mean to change someone's life through financial advice? While we're not saving lives like doctors, the impact we have on our clients' futures can be just as meaningful. Often, it's not about the numbers—it's about helping someone move forward when fear is holding them back.We've seen it firsthand. Like the dentist who had every detail in place to open her own practice but couldn't take the final step. What helped wasn't another spreadsheet—it was a mindset shift. Or the couple who had more than enough to retire but needed a gentle nudge to believe it was truly okay. These are the moments where great financial advice becomes personal and transformative.At Root, we believe a solid financial plan is about more than projections. It's about building a life you're excited to live. That's why we focus not only on technical guidance, but on walking with our clients through the real-life decisions that matter most.-Viewing this video does not create an advisory relationship with Root Financial. We only provide advisory services to clients under a written agreement.Investment strategies discussed may not be suitable for everyone. All investments involve risk, and past performance is not indicative of future results.Any opinions expressed are as of the date of recording and are subject to change.Comments left on this video reflect the views and opinions of the individual commenters and do not necessarily represent the views of Root Financial Partners, LLC. Comments should not be considered a testimonial or endorsement of our services and have not been solicited or compensated. Root does not verify the accuracy of comments and is not responsible for their content.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.

Today on your Daily Detroit, a conversation about what happens when a state starts pushing back on one of its greatest challenges? After decades of decline, Michigan is seeing some positive population growth — particularly among young adults. My guest is Hillary Doe, Chief Growth Officer for the state of Michigan. Now, "Chief Growth Officer" might sound like pure bureaucratic jargon, but in this case, it represents a real shift.  It's a story of targeted investments, a focus on community building, and an understanding that attracting people is about creating a place where people want to be. It's also a check in from a year ago, when we last talked to Hilary about the progress and the work to do. How do you reverse a brain drain? What does it take to make a state a place people choose? And can a state really change its narrative? There's still a lot of work to do, but it looks like Michigan and Detroit is starting to make some progress. Follow Daily Detroit on Apple Podcasts: https://podcasts.apple.com/us/podcast/daily-detroit/id1220563942  Or sign up for our newsletter: https://www.dailydetroit.com/newsletter/  

Let's face it: AI is changing the game in ways we couldn't have imagined just a few years ago. As leaders, we're at a crossroads—do we learn how to use this new technology to our advantage, or do we risk falling behind? In this episode, I sit down with Geoff Woods, #1 bestselling author of The AI-Driven Leader and founder of AI Leadership, to explore how leaders can harness AI not just to automate tasks, but to think bigger, make smarter decisions, and unlock the full potential of their organizations. Geoff shares the journey that took him from asking the right questions in boardrooms to co-founding an executive network, The Collective, where 100+ leaders from around the world collaborate to use AI as a competitive advantage. He pulls back the curtain on his “CRIT” framework (Context, Role, Interview, Task) for prompting AI to be more than a tool—it becomes a thought partner that sharpens your vision and reveals the path to 10x growth. We dig into how Geoff overcame massive imposter syndrome when first stepping into AI leadership, the power of reverse engineering your future, and why he believes trying to “know everything about AI” is the surest way to lose. Plus, he shares a powerful story of how an AI-generated interview turned a real estate flipper's 10K-per-deal hustle into a million-dollar multifamily investment in a single month. At the heart of this conversation is a message every leader needs to hear: real transformation isn't about learning AI for the sake of it—it's about using it to build the business (and life) that will stand the test of time.   Meet Our Guest: Geoff Woods Geoff Woods is a visionary business leader, bestselling author, and founder of AI Leadership. He's the host of The AI-Driven Leader podcast and creator of The Collective, a vetted community of executives who are using AI to create future-ready businesses. Geoff previously served as Chief Growth Officer of Jindal Steel and Power, where he helped grow the company's market cap from $750 million to $12 billion in just four years. Earlier, he co-founded the consulting company behind The One Thing, advising businesses from $10 million to $60 billion in revenue. His book, The AI-Driven Leader, offers a practical guide for leaders who want to harness AI strategically—not to do more busy work, but to think bigger, move faster, and lead in ways that truly matter. What You'll Learn in this Episode: Why “knowing everything about AI” isn't the goal—mastery of your strengths is Geoff's “CRIT” framework for using AI as a strategic thought partner How The Collective helps leaders turn insights into action and real revenue The danger of operational overwhelm vs. strategic clarity Why every leader needs to rethink the business that could put them out of business The surprising link between “The One Thing” mindset and AI leadership How Geoff overcame impostor syndrome to become a global AI thought leader Real-world stories of leaders using AI to 10x their businesses How to tap into collective knowledge and stay ahead of rapid change   In this episode:  [00:00:00] Introduction and setting the stage for AI-powered leadership [00:01:02] Geoff's journey from asking questions to driving billion-dollar growth [00:03:18] How asking better questions changed Geoff's approach to AI [00:08:45] Building The Collective: a global network of AI-driven leaders [00:15:00] Using AI to pressure-test your business plan and rethink your North Star [00:21:17] Why AI isn't about replacing expertise—it's about amplifying it [00:26:23] The connection between The One Thing and Geoff's AI philosophy [00:32:31] How Geoff's team uses AI to turn human strengths into superpowers [00:37:48] Rethinking the business you're in—and the one that could put you out of business [00:40:39] The future of AI-driven insights and continuous strategic updates [00:43:51] Where to find Geoff's work and apply to join The Collective [00:44:33] Final reflections on growth, leadership, and staying curious   Resources & Links Geoff Woods Book: The AI Driven Leader Get Geoff's prompt library: Send your book receipt to book@aileadership.com Join The Collective: Apply at aileadership.com LinkedIn: Geoff Woods   Ed Molitor LinkedIn: https://www.linkedin.com/in/themolitorgroup/ Website: https://www.themolitorgroup.com/  

You don't need $2 to $3 million to retire unless your lifestyle truly requires it. In this episode, we break down why your retirement number should be built around your personal spending needs, not a one-size-fits-all benchmark.With a well-diversified $1.5 million portfolio, many retirees can support $60,000 to $75,000 per year in spending, especially when using flexible withdrawal strategies that adjust with market conditions. We dive into how spending can adapt over time and how Social Security benefits can reduce the burden on your investments.We also explore a real-world retirement budget to show how far your money can go, including housing, healthcare, travel, and more. Plus, we discuss one of the most overlooked issues: retirees often underspend out of fear, even when their financial plan says they're in the clear.Whether you're years away or nearing the transition, this episode helps you shift from anxiety to clarity and reminds you that retirement isn't just a number, it's a strategy.- 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 your CPA or attorney 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 endorsements.Participation 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.

Jo is perpetually bored with the status quo, she's a visionary leader at the forefront of transforming the future of work through generative AI & the agentic future. After a successful tenure as CEO of Burns Group—where she drove significant growth & participated in the company's acquisition by a leading agency—she redirected her passion and expertise to redefine organizational transformation across industries. She employs a future-back approach, partnering with companies to reimagine every workstream & workplace, not just for efficiency but to envision entirely new ways of working, with a particular focus on marketing, advertising & insight.

Stephanie Chung is a leader, fighter, survivor, breast cancer warrior, and barrier-breaker in corporate leadership who consistently embodies resilience and courage.  I knew from the moment we met online that this would be a special conversation, which is why Stephanie is the first guest to join me on Shameless Leadership! As a pioneering woman of color in the aviation sector with 35 years of aviation experience, Stephanie has ascended to top executive roles, including her tenure as Chief Growth Officer at Wheels Up and as the first African-American President of a private aviation company, JetSuite, marked by innovative strategies that significantly expanded membership and redefined brand positioning. She led a private aviation sales team that consistently exceeded its quota of almost $1 billion every year.  Stephanie is also a sought-after keynote speaker and #1 international best-selling author, whose work in applying neuroscience to sales and leadership offers groundbreaking and practical strategies for professional growth.  This conversation is high-energy, high-impact, and a lot of fun.  Be prepared to learn, challenge yourself, and walk away with some important action steps!  Listen in to hear Stephanie share:  Her 40-year career in aviation - starting at the bottom and working her way to the very top How one leader saw something special in her early on that changed the course of her career The long-term career impact of owning your power and accomplishments in front of your peers and other leaders How to be powerful and noticeable when advancing your leadership in rooms where people don't look like you What "Ally Leadership" is and why it's so crucial for today's diverse workforce actionable steps a leader can take tomorrow to begin leading more equitably and build trust across a more diverse team How to spot the difference between performative and authentic Ally Leadership Links Mentioned: Connect with Stephanie: https://stephaniechung.com/ Get Stephanie's Book: Ally in Leadership: How to Lead People Who Are Not Like You  Your Ally in Leadership Substack: https://www.yourallyinleadership.com/ Connect with Stephanie on LinkedIn: https://www.linkedin.com/in/TheStephanieChung/ Connect with Stephanie on Instagram: https://www.instagram.com/TheStephanieChung/ Connect with Stephanie on Facebook: https://www.facebook.com/TheStephanieChung/ Connect with Stephanie on TikTok: https://www.tiktok.com/@thestephaniechung Connect with Stephanie on YouTube: https://www.youtube.com/c/Coachstephaniechung Hire Sara to speak: saradean.com/speaking Coach with Sara: https://saradean.com/executive-coaching-services Connect with Sara on LinkedIn: https://www.linkedin.com/in/saradeanspeaks Interested in becoming a sponsor of the Shameless Mom Academy? Email our sales team at sales@adalystmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Retiring early doesn't mean cutting out everything you love, it means being intentional about what truly adds value to your life. In this episode of Root Talks, we take a closer look at the spending choices that can either delay or accelerate your path to early retirement. We explore which tradeoffs are worth making, where small changes can have a big impact on your timeline, and why some expenses are still worth every penny. This isn't just about saving money—it's about aligning your spending with your values, your future goals, and the life you actually want to live.- 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. We do not provide tax preparation or legal services. Always consult with your CPA or attorney regarding your specific situation.Viewing this video does not create an advisory relationship with Root Financial. We only provide advisory services to clients under a written agreement. Investment strategies discussed may not be suitable for everyone. All investments involve risk, and past performance is not indicative of future results. Any opinions expressed are as of the date of recording and are subject to change.Comments left on this video reflect the views and opinions of the individual commenters and do not necessarily represent the views of Root Financial Partners, LLC. Comments should not be considered a testimonial or endorsement of our services and have not been solicited or compensated. Root does not verify the accuracy of comments and is not responsible for their content.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.

Join us for a DEEP dive into High Voltage Kids' newest VBS curriculum - DEEP!Don't miss this conversation with Sarah Carroll, our Chief Growth Officer, and Brian Dollar, owner and founder of High Voltage Kids.Through an amazingly fun oceanic theme, “DEEP” will help your kids learn from Jonah's Journey of Obedience! This package is perfect for VBS, Kids Camp, and other big events your church might put on to reach your community. With tons of engaging videos and awesome media elements as well as several brand new Kidmin Worship songs – complete with lyric videos – your kids will be singing the “DEEP” theme song for years to come (produced by Jeff from Jumpstart3)! “DEEP” provides you with everything you need for a three-hour experience each day of the week. That's right - FIVE DAYS of DEEPly biblical, amazingly fun lessons!ALL of this is included in the downloadable package for only $249! BUT WAIT – listeners of this podcast can save BIG by using the coupon code KIDZMATTER50 during checkout. Save $50 – and get the entire “DEEP” VBS for only $199!!! Offer expires June 15, 2025 – so don't wait!Visit highvoltagekids.com/DEEP for more information or to get your “DEEP” VBS - TODAY!

In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career.Whether you're months away or years out, this discussion tackles the fear, hesitation, and freedom that come with telling your boss you're done. You'll hear real stories from Root Collective members who've taken the leap, insights on counteroffers, and a powerful reframe: every “yes” to more work is a “no” to your time, your family, your dreams.Hear more stories from the Root Community here:  https://www.skool.com/rootcollective/what-was-your-experience-when-you-told-your-employer-you-were-retiring - 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.

Geoff Woods is the #1 international bestselling author of The AI-Driven Leader: Harnessing AI to Make Faster Decisions and the founder of AI Leadership and the AI Driven Leadership Collective. As a former Chief Growth Officer of a global company, Geoff brings real-world expertise in using AI to transform how leaders think and make decisions. In this episode, he reveals how AI can serve as a powerful thought partner—enhancing strategic focus, overcoming operational overwhelm, and unlocking breakthrough solutions using his CRIT framework. Tune in to learn how the most effective leaders are leveraging AI to stay ahead in a rapidly evolving business landscape. Today we discussed: 00:00 Opening 00:48 Introducing Geoff Woods 01:19 How AI Enhances Leaders Strategic Thinking 03:17 AI as a Thought Partner 04:46 How AI Can Help with Operation Tasks 06:16 Focusing on the 20% 07:52 The C.R.I.T. Framework 13:11 Addressing the AI Culture Shift 16:22 How is AI Changing Decision Making 17:45 What's AI's Role in Leadership 19:28 How to Start Integrating AI Into Your Leadership Practices More About Geoff Woods: The AI-Driven Leader by Geoff Woods on Amazon: https://www.amazon.com/AI-Driven-Leader-Harnessing-Smarter-Decisions/dp/B0DB8QL3ZK?utm_source=chatgpt.com Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.This is one of the WILDEST crypto stories you've ever heard—and we're breaking it down in real time. In today's episode, Chris and Ferdinand dive deep into a true crime tale that sounds like a Netflix series, involving crypto kidnappings, torture, cold wallets, t-shirts with hostage photos (yes, really), and a bizarre cast of characters including a self-proclaimed "Crypto King of Kentucky," a Swedish trader chilling in the Hamptons, and even two mysteriously chill butlers.From lessons in cold storage security to the dark side of flaunting wealth online, this episode is packed with jaw-dropping moments, trading wisdom, and hilarious commentary. If you're in the markets—especially in crypto—this is a must-watch conversation that mixes financial savvy with true crime suspense.Chris (Chief Marketing Officer at OVTLYR) and Ferdinand (soon-to-be Chief Growth Officer) get real about the dangers of oversharing, the need for digital privacy, and why protecting your seed phrases, contracts, and account balances is non-negotiable in today's market.We also talk about:➡️ How blockchain transparency can become a vulnerability➡️ Why emotional discipline and trading plans beat hype and FOMO➡️ What really goes down with those suspicious airdrops and wallet scams➡️ Why showing off gains on social media can make you a real-world target➡️ And yes... whether or not a supercar is worth the attention it bringsPlus, Chris shares what it's really like owning a Tesla Model Y Performance, and Ferdinand explains how supercars unlock elite business circles—but also come with real security risks. This conversation blends financial education, lifestyle lessons, and crazy-but-true headlines in a way you won't find anywhere else.Whether you're a crypto investor, a stock trader, or just someone who likes money-smart content that doesn't suck—you'll want to catch this one. And hey, if you're serious about saving time, making money, and winning with less risk, check out OVTLYR University and join the live shows twice daily with the full crew!Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Marcela “Mele” Melero, Chief Growth Officer of Dove Personal Care North America and Dove Masterbrand, joins Edelman's Smita Reddy to explore the ways brands can stay relevant in the modern age. Mele discusses how Dove is shifting power from the brand to the people by widening the definition of beauty and adapting to societal shifts, … Continue reading "Dove's Marcela Melero on Building a Brand People Believe In "

In this week's Hosting Hotline, we're answering a question we hear all the time: Should I consider midterm rentals (30+ day stays)? If you're wondering whether it's the right move for your property, this episode will help you break it down.We cover the pros, cons, and what it really looks like to add midterm rentals into your hosting strategy—including Sarah's firsthand experience with listing on Furnished Finder during the off-season.We break down:What counts as a midterm rental—and how it's different from STRs and LTRsThe pros: lower turnover, longer stays, consistent income, and guest qualityThe cons: more hands-on screening process, less automationWhy midterm guests are not just short-term guests staying longerHow to test the waters using platforms like Furnished FinderWhat amenities, furniture, and stocking levels midterm guests expectHow to check demand in your market before jumping inA $30-off listing code to get started risk-free on Furnished FinderWe're also joined by Tanya Shin, Chief Growth Officer at Furnished Finder, who shares trends they're seeing (hint: it's not just nurses anymore) and the best way to see if your city is midterm-ready.

I am joined by Sam Yarborough, the Chief Growth Officer at Invisory and a co-founder at Arcadia. Sam and I met at a New York World Tour years ago where she shared her experience at PFL and taking a much more focused approach to partnerships than is typical in the ecosystem. Treat partners (AEs, SEs, RVPs, SIs, etc.) like customers by leveraging the CRM to track activities for them and give them a great partner experience. We talk about being like Tommy Boy and getting overly excited about things like Financial Services Cloud and Work.com when it was good for Salesforce but not necessarily good for us as ISVs. Salesforce can take more risks than small ISVs can with excitement with actionable advice around trusting but verifying stoke you hear from a single RVP.We touch on how ISVs should be thinking about their Agentforce strategy and how to test your approach to the new technology, but make sure it makes sense for your market and your resources. If you don't have anything right now, that's ok but make sure you put an AI concept on your roadmap to make sure you have a narrative at the ready to share.Sam is a brilliant mind and a good friend and I hope you enjoy this podcast episode. This episode is brought to you by Invisory. Invisory is designed to meet you where you are: in your cloud marketplace journey through a strong go-to-market strategy that helps drive prospect and co-sell opportunities with Salesforce, AWS, Microsoft, and Google. 

The 4% withdrawal rule does not apply to early retirees since it's based on a 30-year timeline, not the 40+ years needed for early retirement. Guyton's guardrails approach offers a better alternative, allowing for 5.2-5.6% withdrawal rates by adapting spending based on market performance.• Guardrails approach uses flexible withdrawal rates that increase when markets perform well and decrease during downturns• Traditional 4% rule based only on S&P 500 and intermediate US bonds, while diversification across asset classes can increase safe withdrawal rates• First years of retirement often have high expenses (healthcare, education, travel) when your portfolio is most vulnerable• Bowling analogy: retirement planning with guardrails is like bowling with bumpers to avoid gutter balls• Business analogy: like a business owner, spend more when times are good, cut back when they aren't• Creating a "war chest" of safe assets reduces pressure on your growth investments during market downturns• Stress test your retirement plan against worst-case scenarios: market crashes, reduced Social Security, high inflation, living to 100- 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 your CPA or attorney 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 endorsements.Participation 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.

Smart Love: Eric McHugh and the Dataing Revolution In this captivating episode, we are joined by Eric McHugh, the Co-Founder and Chief Growth Officer of Dataing, an innovative AI-powered matchmaking platform that is changing the way people find love and meaningful connections. Dataing is not just another dating app — it's a next-generation matchmaking platform that leverages artificial intelligence and data science to connect users based on their true compatibility. Unlike traditional dating apps that rely on superficial swipes and random matches, Dataing uses advanced algorithms to analyze user behavior, preferences, and personality traits, ensuring that every match has the potential for a genuine connection. But Eric McHugh's story goes far beyond Dataing. His journey is a masterclass in tech innovation and growth strategy. Before launching Dataing, Eric co-founded a successful SaaS platform that revolutionized e-commerce by replacing affiliate codes for brands. He has worked as a consultant for Fortune 500 companies, optimized ad algorithms for Snap Inc., supported dark matter research at Carnegie Mellon University, and even gained international experience through an internship in Barcelona, Spain. With his unique blend of technical expertise and business acumen, Eric is now on a mission to transform the world of online matchmaking, creating a platform that is intelligent, personalized, and genuinely effective. This episode is perfect for anyone curious about the future of online dating, AI-driven social platforms, and how data science can enhance human connections. Eric McHugh's insights will inspire you to see matchmaking not just as a game of swipes, but as a smart, data-driven process that can lead to genuine relationships. #Dataing #AIpoweredDating #EricMcHugh #FutureOfDating #DatingTech #MatchmakingReimagined #TechMeetsLove #AIInLove #SmartConnections #DatingApp #RelationshipTech #LoveWithAI #StartupTalk #TechFounder #AIForGood #DigitalLove  #FoundersSpotlight #InnovationInDating #Web3Entrepreneur #AIandRelationships Dataing | The World's First AI Matchmaker Eric McHugh,Dataing app,AI matchmaking,Smart dating apps,AI-powered relationships,Online dating innovation,Web3 entrepreneur,Future of dating, Relationship technology,Tech for human connection,Chief Growth Officer, AI love algorithms,Dating app with AI,AI and relationships,Matchmaking platform,Data-driven dating

Smart Love: Eric McHugh and the Dataing Revolution In this captivating episode, we are joined by Eric McHugh, the Co-Founder and Chief Growth Officer of Dataing, an innovative AI-powered matchmaking platform that is changing the way people find love and meaningful connections. Dataing is not just another dating app — it's a next-generation matchmaking platform that leverages artificial intelligence and data science to connect users based on their true compatibility. Unlike traditional dating apps that rely on superficial swipes and random matches, Dataing uses advanced algorithms to analyze user behavior, preferences, and personality traits, ensuring that every match has the potential for a genuine connection. But Eric McHugh's story goes far beyond Dataing. His journey is a masterclass in tech innovation and growth strategy. Before launching Dataing, Eric co-founded a successful SaaS platform that revolutionized e-commerce by replacing affiliate codes for brands. He has worked as a consultant for Fortune 500 companies, optimized ad algorithms for Snap Inc., supported dark matter research at Carnegie Mellon University, and even gained international experience through an internship in Barcelona, Spain. With his unique blend of technical expertise and business acumen, Eric is now on a mission to transform the world of online matchmaking, creating a platform that is intelligent, personalized, and genuinely effective. This episode is perfect for anyone curious about the future of online dating, AI-driven social platforms, and how data science can enhance human connections. Eric McHugh's insights will inspire you to see matchmaking not just as a game of swipes, but as a smart, data-driven process that can lead to genuine relationships. #Dataing #AIpoweredDating #EricMcHugh #FutureOfDating #DatingTech #MatchmakingReimagined #TechMeetsLove #AIInLove #SmartConnections #DatingApp #RelationshipTech #LoveWithAI #StartupTalk #TechFounder #AIForGood #DigitalLove  #FoundersSpotlight #InnovationInDating #Web3Entrepreneur #AIandRelationships Dataing | The World's First AI Matchmaker Eric McHugh,Dataing app,AI matchmaking,Smart dating apps,AI-powered relationships,Online dating innovation,Web3 entrepreneur,Future of dating, Relationship technology,Tech for human connection,Chief Growth Officer, AI love algorithms,Dating app with AI,AI and relationships,Matchmaking platform,Data-driven dating

Can AI transform your real estate business? Michael Ward, Chief Growth Officer for Speculo.AI, believes it can. In this episode of RWorld Talk, we explore why the future of real estate isn't just about cold automation; rather, it's about fostering deeper conversations. Discover how top agents use AI to reconnect with past clients, accelerate their conversion rates, and remain memorable while preserving a personal touch.You can watch the video of RworldTalk podcasts on YouTube.

What do you do when the market crashes and your team starts to panic? ZoomInfo's CRO James Roth has one rule: don't lower the bar.In this episode, James opens the playbook on what it really takes to lead a high-performing sales org through chaos. No buzzwords. No theory. Just the hard truths, decisions, and systems that keep ZoomInfo's revenue engine running—even when headlines scream panic.▶ From stock market volatility to sales team psychology, from discipline under pressure to the revolutionary impact of AI—this episode goes deep.James shares:Why most sales leaders get downturns completely wrong.The exact moment leaders lose control of their team's culture—and how to prevent it.What a real CRO's morning routine looks like (and why it starts at 4:30 a.m.).How ZoomInfo's AI instantly surfaces insights, empowering every rep to sell like a top performer.Why lowering quotas in tough times is never the answer.The precise leadership mindset that turns pressure into your strongest advantage.This is the episode to share with your VP, your board, or your top performers who are questioning how to navigate market uncertainty.It's a candid, behind-the-scenes conversation with one of the most respected go-to-market leaders in SaaS.Watch until the end—James reveals the single most damaging mistake sales leaders make when markets tank (and it's not what you think).About the ShowWhat does it really take to grow a B2B business today? We ask the people doing it.The Belkins Podcast dives deep into the strategies, decisions, and behind-the-scenes insights driving real growth at top B2B companies. Each episode features candid conversations with industry heavyweights—CROs, CMOs, founders, and seasoned operators—who've navigated market downturns, scaled teams, and mastered the realities of revenue growth.You'll hear hard truths, unfiltered insights, and actionable tactics directly from leaders who've actually done the work.

Damaune serves as Global Chief Growth Officer at 72andSunny, one of the world's most admired and innovative creative agencies, where he is responsible for the global revenue of the business including marketing and revenue operations, business development, and corporate communications.For Journey, success means driving growth on both the agency and the client sides of the partnership, and he works across 72andSunny's four global offices, as well as its long roster of brands, including the National Football League, United Airlines, Zoom, and Audible. Previously, Journey was Chief Growth/Marketing Officer at Private Medical, a concierge medical practice serving select UHNW families across the United States. In this role, he successfully developed and led the organization's growth and expansion strategy. Prior to Private Medical, Journey was hired by private equity firm TPG Growth to serve as Chief Revenue Officer at the renowned private security firm Gavin de Becker & Associates, where he was responsible forrevenue growth, marketing and commercial operations, and scaling strategy.As an executive and business unit leader at ShotSpotter, a venture-backed technology company, Journey helped lead thefirm's IPO with its 2016 NASDAQ listing and was a featured protagonist in the Harvard Business School case, “ShotSpotter: A Gunfire Detection Business Looks for a New Market” about his efforts. Before ShotSpotter, he led global marketing and business development for CSECO, where he successfullyexpanded the business to international markets on four continents.Outside of his private-sector career, Journey has proudly served as National Chairperson and advisory board member of the National Society of Black Engineers and currently serves as a board director for a number of non-profits and social enterprises. Journey has a Bachelor's degree in Industrial & Operations Engineering from the University of Michigan-Ann Arbor and an MBA from Harvard Business School. Born and raised in Flint, Michigan, helives in Oakland, CA with his wife and their two young children.

Mentorship can shape not just careers, but entire industries, especially when it's driven by purpose and authenticity. How do you transform personal challenges into leadership? How do you create space for underrepresented voices in finance? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Kellan Brown, Chief Operating Officer and Chief Development Officer of 100 Women in Finance, about her path from sports marketing and construction to finance, and her mission to elevate women and students through education, mentorship, and advocacy. Kellan shares her insights on career transitions, the power of relationships, and building inclusive opportunities across the financial sector. Kellan and Larry explore: Kellan's path to leadership in finance Transitioning careers during the pandemic The impact of a pivotal “Queen Bee” experience on mentorship Distinguishing mentorship from sponsorship The mission and pillars of the FinServ Foundation Tips for leaning into mentorship at any career stage Transitioning skillsets across industries And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Kellan Brown:  LinkedIn: Kellan Brown Website: 100 Women In Finance Kellan.Brown@100women.org  About our Guest: Kellan Brown Chief Operating Officer/Chief Development Officer, 100 Women in Finance Kellan's career in Executive Leadership spans over 15-years and three separate industries. She is considered a subject matter expert in strategic growth leadership and implementing mentorship programs in firms and non-profits. Kellan previously served as Executive Director for the FinServ Foundation, a 501(c)(3) where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community. Kellan is an advisory member of Hand to Hand, a Foundation Fund that grants funding for women-led non-profit organizations and is an advisory board member for Focal, an enterprise grade AI technology solution for wealth management firms.  In addition to her non-profit and board work, Kellan was the Chief Growth Officer for a financial technology firm and led the Retirement Strategies Division at Finance of America where she also chaired the Mentorship committee. Kellan has been recognized as a Disruptor by WealthManagement.com, a Women to Watch by InvestmentNews and won the Ascension Award for women-led companies. In May of 2024 the FinServ Foundation won global recognition by WealthBriefing for their Mentorship Program Kellan led and she was recognized for Luminaries with a Heart by ThinkAdvisor in December 2024. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Building a retirement income strategy involves more than selecting dividend-paying stocks. A focus on total return — which includes both growth and income — can offer a more comprehensive approach for long-term planning.• Relying solely on dividend-paying stocks may reduce portfolio diversification and growth potential• Total return (income + growth) can provide a broader view of long-term investment outcomes• Asset location strategies may improve tax efficiency depending on the type of account• Bond ladders with staggered maturities can help create more consistent income over time• Annuities can provide structured income, though they may have limitations such as fees or inflation sensitivity• The most effective strategy is one that aligns with your goals, risk tolerance, and understanding• Be cautious with complex products — understanding fees, liquidity restrictions, and structure is essentialAdvisory services are offered through Root Financial, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Comments shared publicly are unsolicited and do not reflect the views or experience of all clients. They are not verified and should not be construed as testimonials or endorsements. Root Financial does not provide tax or legal advice. Tax planning topics are discussed in the context of comprehensive financial planning and should not be relied upon as a substitute for professional advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

What happens when one of the world's largest brokers and a digital-first underwriting platform team up to rethink risk trading? In this episode, Robin Merttens is joined by Sasa Brcerevic, Head of Portfolio and Delegated Strategy at Aon, and Ed Howkins, Chief Growth Officer at Artificial Labs. Together, they explore the evolving dynamics of wholesale broking, why now is the moment to digitise trading relationships and how insurers can stay competitive in a rapidly transforming landscape. The conversation offers a timely lens on the market-wide shift toward digital trading – not as a future ambition, but as an active and necessary response to competitive pressure. From the rise of underwriting-as-a-service to brokers leading platform innovation, this episode unpacks what insurers and brokers should be doing now to stay relevant. Key Talking Points Digitising the broker–underwriter interface: why transaction execution, not just placement admin, is the next frontier Strategic momentum: how digitisation moved from side project to boardroom priority across carriers and brokers Competitive catalysts: why fast movers are already capturing flow and shaping future adoption curves Platforms not portals: how Artificial is helping brokers remove friction while giving carriers underwriting optionality A new breed of carrier: exploring the shift from balance sheet-first models to digital risk transformation The data dividend: why data-rich submissions are changing how insurers allocate capital and differentiate themselves Incremental innovation: what makes today's efforts different from past false starts and what good adoption looks like Reimagining broking: how Aon is investing in technology to build its future operating model Sustainable advantage: why the biggest long-term gains lie in improving service, not just margin Time to jump in: why delaying digitisation could leave carriers and brokers on the outside looking in If you like what you're hearing, please leave us a review on whichever platform you use or contact Robin Merttens on LinkedIn. You can also contact Ed Howkins and Sasa Brcerevic on LinkedIn to start a conversation! Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Describe how digitising wholesale broking can improve transactional efficiency and reduce operational friction. List the key challenges and opportunities in modernising risk trading processes between brokers and carriers. Explain how intentional digital adoption differs from previous waves of insurance market innovation. If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 355 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

This episode of VHHA's Patients Come First podcast features Jay Taylor, Chief Growth Officer at Backpack Healthcare, who joins us to discuss his career journey, behavioral health access amid rising service demand, a new partnership between VHHA Solutions and Backpack Healthcare, and more. Send questions, comments, feedback, or guest suggestions to pcfpodcast@vhha.com or contact on X (Twitter) or Instagram using the #PatientsComeFirst hashtag.

Rishad is the author of Restoring the Soul of Business: Staying Human in the Age of Data and “Rethinking Work” both published by HarperCollins. He was the Global Strategist and Chief Growth Officer of the 100,000+ person marketing and business transformation Publicis Groupe and has been named by BusinessWeek as one of the top business leaders for his pioneering innovation and TIME magazine dubbed him one of five “Marketing Innovators.” Rishad is one of only 300 people selected to the Advertising Hall of Fame in 75 years.Rishad joins the Liftoff podcast and shares with us his thoughts on super founders, smarter leadership, and the future of work.Follow Rishad:- LinkedIn: https://www.linkedin.com/in/rishadtobaccowala- https://rishadtobaccowala.com/Follow the Liftoff with Keith:- Spotify: https://open.spotify.com/show/3cFpLXfYvcUsxvsT9MwyAD- Apple Podcasts: https://podcasts.apple.com/us/podcast/liftoff-with-keith-newman/id1560219589- Substack: https://keithnewman.substack.com/- LinkedIn: https://www.linkedin.com/company/liftoffwithkeith/- Newman Media Studios: https://newmanmediastudios.com/

Retired with millions—but full of regret?In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financially but still feel like they missed out. From sacrificing health and relationships for more savings, to realizing too late that they were planning for someone else's version of success, these lessons are emotional, practical, and essential.What you'll learn:Common regrets wealthy retirees confess after leaving workWhy financial freedom means nothing without health, time, or joyHow to avoid estate planning mistakes that burden your spouse or familyWhy intentional living matters more than chasing a numberSimple, high-impact ways to prepare for retirement nowIf you're building wealth, nearing retirement, or want to live more meaningfully today—this conversation is for youCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

“How do we get people in the tent to even hear the story? With ‘Living with Ed' and other projects, we were a family they could identify with. We were yelling, laughing, loving each other while talking about real issues. I represented the average person's perspective on issues like taking the subway. There's the funny, and there's the conflict. If it's not entertaining, it's not going to connect.” Rachelle Begley on Electric Ladies Podcast  Culture wars around climate change do more harm than good. As climate-driven extreme weather events become more frequent, proposed cuts to climate-related programs at the federal, state, or corporate level, pose a growing threat to public safety. The climate crisis is a safety issue – this isn't political. Fresh from The Earth Day Women's Summit at Earthx2025, listen to a live recording of a panel moderated by Joan Michelson about how we can find common ground in a climate crisis. Hear from women who have successfully bridged culture, politics and platforms to reframe conversations around the climate crisis. You'll hear from Inna Modja, Goodwill Ambassador of the United Nations Convention to Combat Desertification, on humanizing climate migration. Rachelle Carson Begley, Actor and Environmentalist, on engaging through entertainment. Hayden Begley, Content Creator, on using social media to engage diverse audiences. Chelsea Henderson, Director of Editorial Content at RepublicEn, on bridging the political divide, and who also shares insightful career advice, and… Joan Michelson, host of Electric Ladies Podcast  “Playing into your interests and strengths is important. It's become a bit of a cliché to say, ‘Do what you love, and everything will fall into place,' because it's not that easy. I try not to say no to opportunities. Instead, I try to say yes more and engage with other women, because women are incredible at supporting one another. Leaning into that support system – hearing about the pitfalls, the challenges, what was hard, what was easy – is invaluable.” Chelsea Henderson on Electric Ladies Podcast You'll also like: Hilary Doe, Chief Growth Officer of Michigan, on how the state leverages the Inflation Reduction Act to increase climate resilience and drive growth. Chelsea Henderson, Director of Editorial Content at RepublicEn, on bridging the partisan divide on climate. Daniella Ortega, Director of “Carbon: An Unauthorized Biography”, on communicating non-preachy climate messages Courtney Bickert, social innovator and comedienne, on how comedy could help us solve today's biggest problems. Joan Michelson's Forbes article on Communicating Creatively On Climate To Save Lives Read more of Joan's Forbes articles here. More from Electric Ladies Podcast!  JUST LAUNCHED: Join our global community at electric-ladies.mykajabi.com! For a limited time, be a member of the Electric Ladies Founders' Circle at an exclusive special rate. Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance. Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. Thanks for subscribing on Apple Podcasts, iHeart Radio and Spotify and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Green Connections Radio

Referrals have always been the fastest and most predominant way that advisors have grown their business. But… it's not the only way. Abby Salameh, Chief Growth Officer at RFG Advisory, dives deep into what's working right now when it comes to client acquisition for top-performing financial advisors. Abby shares insights into four primary strategies her … Continue reading Referrals, Social, and Events: A Modern Playbook for Growth with Abby Salameh →

The AI-Driven Leader   What if artificial intelligence could free you from the daily grind and unlock your full potential as a strategic leader? In this game-changing episode of Richer Soul, Rocky talks with Geoff Woods, international bestselling author of The AI-Driven Leader and founder of AI Leadership. Geoff shares how leaders can escape operational overwhelm, reclaim their time, and harness AI for exponential growth—no coding required. From reading Rich Dad, Poor Dad at age 10 to scaling billion-dollar companies, Geoff's journey is fascinating. But it's what he reveals about leadership and technology that will change how you think—and lead—forever. If you're a business owner, executive, or high achiever feeling stretched too thin, this episode is your blueprint for a smarter, freer life.   Key Takeaways:  AI isn't the future—it's now. Geoff explains how even non-technical leaders can use AI today to eliminate overwhelm and 10x their impact. You can't scale chaos. The path to real business growth is through delegation, focus, and strategic thinking—not hustling harder. Leverage is everything. Whether it's financial leverage or digital leverage (AI), Geoff shares how to work smarter, not more. The myth of "doing it all." Geoff breaks down how letting go of control was the key to unlocking millions in growth—and personal freedom.   Money Learnings from Geoff: Geoff grew up with powerful financial habits thanks to his dad—saving early, avoiding debt, and investing wisely. By his early 20s, he had more saved for retirement than most people have in net worth. His big lesson? Start investing early, surround yourself with financially smart people, and focus on building assets—not just income.   Guest Bio: Geoff Woods is the bestselling author of The AI-Driven Leader, host of the AI-Driven Leader podcast, and Founder of AI Leadership. He empowers high-level leaders to harness AI, escape operational chaos, and lead with strategy. Formerly the Chief Growth Officer of Jindal Steel & Power, he helped grow the company from $750 million to $12 billion in market cap. Geoff also co-founded the training company behind The ONE Thing, coaching companies with revenues from $10 million to $60 billion.   Key Discussion Points: Why "doing more" is the trap most leaders fall into—and how AI can break the cycle. The critical mindset shift from operator to strategist. How Geoff used The ONE Thing principle to scale companies—and now teaches it with AI. Why success without freedom isn't success at all. How to identify the ONE thing that moves the needle most in your business—and use AI to optimize it.   Conclusion: What You Can Do Differently This episode is your wake-up call. If you're grinding away in your business, it's time to ask: Are you working on the right things—or just working hard? Geoff challenges you to: ·       Audit your day and identify tasks AI could handle. ·       Shift from operator to strategist. ·       Ask yourself: What's the ONE thing I can do such that by doing it, everything else becomes easier or unnecessary?   Links: AI Leadership's website: https://www.aileadership.com/  LinkedIn: https://www.linkedin.com/company/ai-thought-leadership/  X: @geoffwoods   Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Even when the financial plan indicates you're on track, many people experience anxiety—especially between ages 50 and 65, before traditional retirement benefits begin. This episode explores ways to prepare for that critical transition with clarity and confidence.• One of the most impactful retirement risks is withdrawing too much from your portfolio in the early years• Many individuals are “qualified rich, cash limited” with the majority of assets in tax-advantaged retirement accounts• Building a taxable brokerage account can provide additional flexibility before age-based access to retirement funds• For some, temporarily adjusting retirement account contributions may help support short-term liquidity needs (consider your specific situation and consult a financial professional)• Planning ahead for early retirement expenses—such as travel, healthcare, or home projects—can reduce surprises• Avoiding large discretionary expenses early in retirement may help reduce stress on your portfolio• Focus on what you can control: spending, timing of retirement, asset allocation, and strategic withdrawalsAdvisory services are offered through Root Financial, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Root Financial does not provide tax or legal advice. Tax planning topics are discussed in the context of comprehensive financial planning and should not be relied upon as a substitute for professional advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. The Early Retirement Academy is an educational resource offered by Root Financial. Participation may involve a fee. Use of the tool does not establish a client relationship or constitute personalized advice. Comments shared publicly are unsolicited and do not reflect the views or experience of all clients. They are not verified and should not be construed as testimonials or endorsements. Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Ned MacPherson & Rob Jewell, the Chief Growth Officer of Power Digital and Founder & CEO of Uptick, respectively, add their pages to the Marketing Playbook. Hear how to experiment with price testing, drive extra revenue with post-purchase offerings, perform a Conversion Rate Optimization (CRO) audit for quick wins, the top changes brands can make to offset cost increases due to tariffs, and how to approach clients who “don't do that here.” Connect with Ned at PowerDigitalMarketing.com and on LinkedIn, and Rob at Uptick.com and on LinkedIn

In this special live edition of The Buzz, host Yohanna Baez broadcasts from Jammin Java in Vienna, Virginia, hosting the signature Voyager Talks event. This episode highlights the ACT-IAC Voyagers program, a professional development program for rising leaders in government and industry. Yohanna interviews Andrew Powell, Chief Growth Officer of Strongbridge, who shares his experiences in the Voyagers program, including effective communication as a tool for leadership, the importance of collaboration between government and industry, and his personal career journey. Andrew also discusses the strategic role of a Chief Growth Officer and the invaluable lessons learned through mentorship and peer connections within the Voyagers program. The conversation touches on the significance of building authentic relationships, leadership during times of change, and how the insights gained from the program are already being applied in his role at Strongbridge. Subscribe on your favorite podcast platform to never miss an episode! For more from ACT-IAC, follow us on LinkedIn or visit http://www.actiac.org.Learn more about membership at https://www.actiac.org/join.Donate to ACT-IAC at https://actiac.org/donate. Intro/Outro Music: See a Brighter Day/Gloria TellsCourtesy of Epidemic Sound(Episodes 1-159: Intro/Outro Music: Focal Point/Young CommunityCourtesy of Epidemic Sound)

On this Live Greatly podcast episode, Kristel Bauer sits down with Stephanie Chung, the first African-American president of a private aviation company and the author of Ally Leadership: How to Lead People Who Are Not Like You. Kristel and Stephanie discuss some keys to thrive in environments with people who aren't like you and lots more.  Tune in now!  Key Takeaways From This Episode: A look into Stephanie's book Ally Leadership: How to Lead People Who Are Not Like You Some challenges that leaders and employees are currently facing and how to overcome them How to navigate the fear of being canceled  The importance of realizing that you have a privilege ABOUT STEPHANIE CHUNG  Stephanie is not just an #1 international best-selling author; she's a force of strategic innovation, a beacon of change, and a titan in the world of business growth and human capital management. With over 30 years of experience, Stephanie has cultivated a reputation for turning challenges into opportunities and transforming growing businesses into thriving hubs of success. As a pioneering woman of color in the aviation sector, Stephanie has ascended to top executive roles, influencing industry standards and driving impactful growth. Her tenure as Chief Growth Officer at Wheels Up and President at JetSuite is marked by innovative strategies that significantly expanded membership and redefined brand positioning. As an aviation trailblazer, Stephanie has 35 years of aviation experience, from a baggage handler to being the first African-American private aviation company president. Never meeting an expectation she didn't plan on surpassing, she led a private aviation sales team that beat their quota of almost $1B every year. Apart from her executive accomplishments, Stephanie is a highly sought-after keynote speaker and author whose work has been translated into 60 different languages. Her works, particularly in applying neuroscience to sales and leadership, offer groundbreaking and practical strategies for professional growth. Her engaging and practical insights have made her a top rated speaker for events and organizations in search of deeper, longer lasting, change. Stephanie's influence also extends to her board roles with organizations like the Make-A-Wish Foundation and the National Business Aviation Association, where her strategic insights have guided significant organizational transformations. At the heart of Stephanie Chung's extraordinary success is her unwavering belief in the strength of human connections, fueling a journey that inspires us all to be better, together.  Stephanie has received numerous accolades. She was named: Adweek's “Women Trailblazers”, Robb Report's “23 Black Visionaries Who are Changing the Luxury World”, WLTH's “Top Women in Travel & Hospitality”, Savoy Magazine's' “America's Most Influential Black Executives, and D CEO Magazines “Top 500” She is listed on the Ebony Power 100, was a contributing columnist for Inc. and Black Enterprise Magazine, and has influence that transcends borders. She is a former contributor to Inc. Magazine and can be seen on ABC, NBC, CBS, and more. Her journey is a testament to the power of strategic thinking, resilience, and unwavering dedication to excellence. Connect with Paula: Order Ally Leadership: How to Lead People Who Are Not Like You TikTok: @thestephaniechung Instagram: @thestephaniechung Linkedin: thestephaniechung YouTube: @Coachstephaniechung Facebook: TheStephanieChung Website: www.stephaniechung.com  About the Host of the Live Greatly podcast, Kristel Bauer: Kristel Bauer is a corporate wellness and performance expert, keynote speaker and TEDx speaker supporting organizations and individuals on their journeys for more happiness and success. She is the author of Work-Life Tango: Finding Happiness, Harmony, and Peak Performance Wherever You Work (John Murray Business November 19, 2024). With Kristel's healthcare background, she provides data driven actionable strategies to leverage happiness and high-power habits to drive growth mindsets, peak performance, profitability, well-being and a culture of excellence. Kristel's keynotes provide insights to “Live Greatly” while promoting leadership development and team building.   Kristel is the creator and host of her global top self-improvement podcast, Live Greatly. She is a contributing writer for Entrepreneur, and she is an influencer in the business and wellness space having been recognized as a Top 10 Social Media Influencer of 2021 in Forbes. As an Integrative Medicine Fellow & Physician Assistant having practiced clinically in Integrative Psychiatry, Kristel has a unique perspective into attaining a mindset for more happiness and success. Kristel has presented to groups from the American Gas Association, Bank of America, bp, Commercial Metals Company, General Mills, Northwestern University, Santander Bank and many more. Kristel has been featured in Forbes, Forest & Bluff Magazine, Authority Magazine & Podcast Magazine and she has appeared on ABC 7 Chicago, WGN Daytime Chicago, Fox 4's WDAF-TV's Great Day KC, and Ticker News. Kristel lives in the Fort Lauderdale, Florida area and she can be booked for speaking engagements worldwide. To Book Kristel as a speaker for your next event, click here. Website: www.livegreatly.co  Follow Kristel Bauer on: Instagram: @livegreatly_co  LinkedIn: Kristel Bauer Twitter: @livegreatly_co Facebook: @livegreatly.co Youtube: Live Greatly, Kristel Bauer To Watch Kristel Bauer's TEDx talk of Redefining Work/Life Balance in a COVID-19 World click here. Click HERE to check out Kristel's corporate wellness and leadership blog Click HERE to check out Kristel's Travel and Wellness Blog Disclaimer: The contents of this podcast are intended for informational and educational purposes only. Always seek the guidance of your physician for any recommendations specific to you or for any questions regarding your specific health, your sleep patterns changes to diet and exercise, or any medical conditions.  Always consult your physician before starting any supplements or new lifestyle programs. All information, views and statements shared on the Live Greatly podcast are purely the opinions of the authors, and are not medical advice or treatment recommendations.  They have not been evaluated by the food and drug administration.  Opinions of guests are their own and Kristel Bauer & this podcast does not endorse or accept responsibility for statements made by guests.  Neither Kristel Bauer nor this podcast takes responsibility for possible health consequences of a person or persons following the information in this educational content.  Always consult your physician for recommendations specific to you.

In this episode, Ari explores six common oversights in early retirement planning that can create unnecessary stress and limit flexibility in the long run.• Not establishing a taxable brokerage account to access funds before traditional retirement age• Overlooking healthcare planning, including available subsidies, which may impact retirement timing• Missing opportunities for tax efficiency through strategies like Roth conversions or coordinated withdrawals• Underestimating the importance of physical health when planning for an active retirement lifestyle• Limiting retirement vision to essential expenses, rather than factoring in meaningful goals and experiences• Focusing only on finances without considering purpose, routine, or fulfillment during retirementSubmit your questions at earlyretirementpodcast.com for future episodes. Are you sabotaging your early retirement with what I call "head trash"? These are the unnecessary worries that keep you working years longer than you need to - like comparing your finances to neighbors without knowing their full picture.Advisory services are offered through Root Financial, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Comments shared publicly are unsolicited and do not reflect the views or experience of all clients. They are not verified and should not be construed as testimonials or endorsements. Root Financial does not provide tax or legal advice. Tax planning topics are discussed in the context of comprehensive financial planning and should not be relied upon as a substitute for professional advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. To learn more about Root or to explore working together, please visit www.rootfinancialpartners.com.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Addressing the critical shortage of neurologists and the rising prevalence of neurological disorders requires innovative solutions. In this episode, Branden Robinson, Chief Growth Officer at Sevaro Health, discusses how virtual neurology is revolutionizing healthcare delivery. He highlights the use of AI in triage to optimize neurologist time, ensuring that the most critical patients receive immediate attention. Branden also emphasizes the importance of a continuum of care model, connecting patients from acute care to outpatient teleneurology, improving patient outcomes, and reducing revenue leakage for health systems. Finally, he emphasizes the need for health systems to assess their neurology coverage, highlighting the benefits of implementing virtual solutions to enhance patient care and financial performance. Tune in and learn how Sevaro Health is leveraging digital health to bridge the gap in neurological care! Resources: Connect with and follow Branden Robinson on LinkedIn. Learn more about Sevaro Health on their LinkedIn and website. Email Branden directly here.

“We did lots of infrastructure investments over the last handful of years to make sure our communities are in the best possible place they can be. And we complemented federal investment with workforce investment to ensure Michiganders are getting access to those kinds of roles, some of which didn't even exist previously. [This ensures] that Michigan communities could benefit from learning to be solar installers and get access to new economic income streams.” Hilary Doe on Electric Ladies Podcast The Justice Department is suing Michigan over its climate initiatives under the Clean Air Act. Michigan has the fastest-growing clean energy job sector in the U.S., with over 120,000 clean energy jobs. In addition, a recent study ranked Michigan at limited risk from climate change-related events, so it may attract millions of Americans who may relocate to escape extreme climate events. Listen to Hilary Doe, Michigan's first Chief Growth Officer (and the first in the country) on Electric Ladies Podcast with Joan Michelson. She describes how Michigan rapidly leveraged the Inflation Reduction Act to increase their climate resilience, economic growth and innovation. Now, Michigan is rated as one of the best places to live, work, raise a family and start a business. You'll hear about: Michigan's efforts to position itself as a climate-resilient and clean energy hub. The state's fast growing startup ecosystem and innovation centers, particularly in clean tech and mobility. The impact of climate change on businesses and the trend of "climate migration" to Michigan and the Midwest. Strategies for retaining and attracting talent, including new programs like "Make My Home". Plus, insightful career advice.  “Many folks start to experience frustration because they have built such a wealth of expertise and have so much to offer, but they might feel just stuck. In my experience, when I've been able to jump off that ladder and pursue something, a different context, a different platform, that lets me get unstuck. It's risky, but sometimes it just unlocks so much passion in an individual that to do exactly what you're meant to do and share all your gifts and be more successful than maybe you could have been in the other context.” Hilary Doe on Electric Ladies Podcast You'll also like: Tensie Whelan, Founding Director of NYU Stern on why sustainable business is good business.  Doreen Harris, President and CEO of NYSERDA, on how New York is leading the way to the clean energy future. Jennifer Granholm, 16th U.S. Secretary of Energy, gives three reasons why clean energy is here to stay. Sherri Goodman, former Deputy Undersecretary of Defense, on why climate change is an issue of national security. Joan Michelson's Forbes article on Communicating Creatively On Climate To Save Lives. Read more of Joan's Forbes articles here. More from Electric Ladies Podcast! JUST LAUNCHED: Join our global community at electric-ladies.mykajabi.com! For a limited time, be a member of the Electric Ladies Founders' Circle at an exclusive special rate.  Elevate your career with expert coaching and ESG advisory with Electric Ladies Podcast. Unlock new opportunities, gain confidence, and achieve your career goals with the right guidance.  Subscribe to our newsletter to receive our podcasts, articles, events and career advice – and special coaching offers. Thanks for subscribing on Apple Podcasts, iHeart Radio and Spotify and leaving us a review! Don't forget to follow us on our socials Twitter: @joanmichelson LinkedIn: Electric Ladies Podcast with Joan Michelson Twitter: @joanmichelson Facebook: Green Connections Radio

Many great savers struggle to switch gears once they retire—unsure how to spend with confidence after decades of discipline. James and Ari reflect on the mindset shift from saving to spending, exploring how to use money and time more intentionally to create a meaningful life now, not just someday.Prompted by a thoughtful comment from a Root Collective member, they share personal stories and client examples about the “little splurges” that actually matter—upgrading experiences, investing in health, buying back time, and being generous in ways that deepen relationships.They also walk through five key categories that tend to lead to high-impact, low-regret spending: experiences, time, giving, health, and environment.Whether you're already retired or still working toward it, this conversation will help you think more clearly about the value of your money—and how to use it to support the life you truly want to live.Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Root Financial does not provide tax or legal advice. Tax planning topics are discussed in the context of comprehensive financial planning and should not be relied upon as a substitute for professional advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. Comments shared publicly are unsolicited and do not reflect the views or experience of all clients. They are not verified and should not be construed as testimonials or endorsements.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

Medecision is solving foundational healthcare problems by making data actionable in real time through personalized health journeys.  In this episode, Mark Gee, Chief Growth Officer at Medecision, discusses how his company is disrupting healthcare data through real-time insights and action. By re-architecting their enterprise platform, Ariel, they've broken down data silos and enabled operationalized insights at scale, moving beyond traditional data lakes. Their system's ability to accept and process any data format in real time allows for hyper-personalized care journeys that shift focus from reactive to proactive care, evidenced by a 64% engagement increase in a Blue Cross Blue Shield health plan's behavioral health program. Additionally, Medecision is redesigning care and utilization management processes to improve productivity and proactively assist patients. Tune in and learn how real-time data and personalized care journeys are transforming healthcare! Resources: Connect with and follow Mark Gee on LinkedIn. Follow Medecision on LinkedIn and visit their website.

In this episode, Jason Taylor, Chief Growth Officer at Panda Health joins Scott Becker to discuss the widening gap in healthcare innovation between large and smaller health systems, the impact of policy uncertainty, and why investing in relationships is critical for emerging healthcare leaders.

More Americans than ever before are retiring early due to seven key factors reshaping our approach to work and retirement planning.• COVID-19 accelerated early retirements with 2.6 million more people retiring during the pandemic than expected• Average retirement age dropped from 64 in 2019 to 62 in 2022, one of the sharpest declines in decades• The FIRE movement (Financial Independence, Retire Early) has grown by 300% in searches between 2018-2023• Strong market performance created record numbers of 401(k) millionaires• Remote work flexibility enables 40% of workers to retire 2-5 years earlier than previously planned• 68% of Americans have reprioritized work-life balance with 47% willing to accept lower income for more freedom• Health concerns prompted 25% of early retirees to leave the workforce sooner than expectedAdvisory services are offered through Root Financial, an SEC-registered investment adviser. This content is intended for general informational purposes only and should not be construed as personalized investment, tax, or legal advice. Advisory relationships are established only through a signed agreement. Any examples discussed are hypothetical and for illustrative purposes. If client experiences are referenced, no compensation was provided and their experience may not be representative of others. Viewer or listener comments shared publicly are unsolicited and do not reflect the views or experience of Root Financial. We do not verify or endorse any statements made in public forums. Root Financial does not provide tax or legal advice. Tax planning topics discussed are considered in the context of broader financial planning and should not be relied upon as a substitute for professional tax or legal counsel. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Watching or listening to this content does not create an advisory relationship. To learn more about Root or to explore working together, please visit www.rootfinancialpartners.com. If you want help with your early retirement, reach out to Root Financial Partners or consider the Early Retirement Academy to access planning tools and resources.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.