Beyond the Numbers

Welcome to Beyond the Numbers, the podcast where money meets meaning and purpose. In this episode, host Chris Everett sits down with Phyllis and Dr. Glenn Hill, founders of Connection Codes, to explore the science, faith, and human experience behind real connection. Born out of their own marriage struggles and shaped by decades of research, their work reframes how we understand emotions, communication, and relationships — not just in marriage, but in every area of life.
 
From emotional intelligence and brain science to faith, leadership, business, and personal growth, this conversation goes far beyond theory. You’ll hear how emotional disconnection happens, why traditional approaches often fall short, and how simple, practical tools can create profound change in relationships, teams, families, and organizations worldwide. Whether you’re a leader, entrepreneur, spouse, parent, or simply someone who wants deeper connection, this episode offers a powerful lens on what it means to truly understand yourself and others.
 
Website mentioned: connectioncodes.co
 
⏱️ Timestamps
00:00 – Welcome to Beyond the Numbers
00:27 – Introducing the episode theme: connection and emotional intelligence
00:55 – Meet Phyllis and Dr. Glenn Hill, founders of Connection Codes
01:47 – How marriage struggles sparked a decade of research
04:00 – Why traditional therapy often misses the mark
07:49 – Shifting the focus from disconnection to connection
08:43 – Faith, emotions, and the brain
12:17 – Growing up with “choose joy” and the cost of suppressing emotion
15:16 – How unprocessed emotions impact the body and performance
18:25 – The origin of the Core Emotion Wheel
20:02 – Why the tool is intentionally simple and time-bound
22:56 – The eight core emotions explained
26:55 – Live demonstration of the Connection Codes
31:42 – Audible listening and why silence can feel painful
33:01 – From marriage tool to universal human framework
35:24 – Global expansion and applications in business and organizations
38:31 – Addressing narcissism and emotional dysregulation
40:54 – The School of Connection and future vision
42:01 – Final reflections on money, meaning, and connection
 
Everett Wealth Solutions, Inc. is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.
 
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In this episode, Brian Becker joins the show for a thoughtful and grounded conversation on leadership, discipline, service, and what it really takes to build teams and organizations that last.Brian reflects on his career journey, the mentors who shaped him, and the values that guided his leadership decisions over time. From personal accountability and operational excellence to the quiet strength of consistency, this discussion highlights the kind of leadership that isn’t flashy — but endures.Throughout the conversation, Brian emphasizes the importance of trust, preparation, and showing up for people even when it’s uncomfortable. His perspective offers a refreshing reminder that sustainable leadership is built through habits, integrity, and a willingness to take responsibility.This episode is especially valuable for leaders navigating growth, pressure, and long-term impact.⏱ Timestamps00:00 — Welcome and episode introduction00:44 — Introducing Brian Becker01:32 — Early career influences and discipline03:18 — Learning leadership through responsibility05:07 — Mentorship and earned trust07:26 — The role of consistency in leadership09:41 — Decision-making under pressure12:05 — Accountability without ego14:22 — Building strong teams over time16:58 — Lessons learned from failure19:31 — Leading through uncertainty22:10 — Why preparation still matters25:06 — Service-oriented leadership27:44 — Staying grounded as responsibility grows30:12 — Advice for emerging leaders32:20 — Final reflections and closingIf this episode resonated with you: 👍 Like the video 💬 Comment with your biggest takeaway 🔔 Subscribe for more leadership conversations 📤 Share this episode with someone who values steady leadership

In this episode of Beyond the Numbers, host Chris Everett sits down with Robert J. Mondo, an estate planning attorney who has spent more than two decades helping families protect what matters most — with clarity, intention, and zero legal jargon.Bob brings a rare blend of deep tax expertise and an educator’s mindset, breaking down complex estate planning strategies into language everyday people can actually understand. From revocable trusts and special needs planning to asset protection and advanced tax-saving vehicles, this conversation goes far beyond documents and dives into why proper planning — and proper funding — makes all the difference.You’ll hear why most estate plans fail, the dangers of outdated trusts, the critical role of trust funding, and why estate planning only works when attorneys and financial planners operate as a true team.If you want to design a legacy that avoids confusion, unnecessary taxes, and missed opportunities, this episode is essential listening.⏱️ TIMESTAMPS00:00 – Welcome to Beyond the Numbers00:27 – Meet your host, Chris Everett00:35 – Introducing Robert J. Mondo01:31 – Why Bob approaches law as an educator02:43 – From tax attorney to estate planning specialist03:56 – Helping clients truly understand their plans05:11 – Why most estate plans fall short06:16 – The danger of form-based and DIY trusts07:17 – Core estate planning structures explained08:19 – Why old trusts (pre-2012) can be problematic09:12 – Reciprocal spousal trusts and hidden risks10:29 – Step-up in basis explained simply11:41 – Why simplicity often wins in estate planning12:30 – Why trusts older than 2012 should be reviewed13:16 – What a revocable trust actually does14:20 – Probate avoidance and asset control15:24 – Asset protection trusts and who really needs them16:13 – Special needs planning mistakes to avoid17:41 – Intentionally defective grantor trusts explained18:56 – Removing assets from taxable estates20:18 – How promissory notes preserve control21:41 – When advanced trusts make sense22:00 – Attorney + financial planner collaboration23:14 – Retitling assets without triggering taxes24:36 – Common planning breakdowns25:21 – A real-world missed planning opportunity26:46 – Fixing estate problems after death27:58 – Why transparency matters in planning28:22 – Current estate tax law considerations29:34 – Succession planning for solo attorneys31:04 – Trust funding as part of a fiduciary process32:17 – Why documents alone aren’t enough33:27 – Checklists, reminders & accountability34:35 – The danger of last-minute planning35:00 – Bob’s law school journey36:18 – Why tax attorneys collaborate differently37:39 – Creating proprietary estate planning categories38:58 – Custom planning vs template documents40:18 – Why other attorneys notice the difference41:15 – What to look for in an estate planning attorney42:09 – Avoiding generalists in complex planning42:58 – How to research the right attorney43:36 – How to contact Bob Mondo45:43 – Building the right financial team47:16 – Why financial planning comes first48:18 – Final thoughts & closing🎧 CALL TO ACTION👉 Subscribe to Beyond the Numbers for deeper conversations about wealth and meaning.👍 Like the episode and share it with someone reviewing their estate plan.🔔 Turn on notifications so you don’t miss future episodes.📩 Share this episode with a family member or advisor who needs to hear it.

In this powerful episode of Beyond the Numbers, host Chris Everett sits down with Carlos and Julie Muñoz, founders of TMP Janitorial, to share a story of breakthrough, marriage restoration, and business transformation.What started as a struggling marriage and two disconnected businesses turned into a redemption story marked by honesty, vulnerability, faith, and radical authenticity. After years of fear, hidden financial struggles, resentment, and emotional distance, one pivotal moment changed everything — a moment where truth surfaced, fear broke, and healing began.Their marriage transformed… And their business followed.From stagnant revenue and broken trust to explosive growth, 40 employees, expansion into multiple states, and a second business in real estate — their journey proves that sometimes the biggest business problems require a spiritual solution.If you’ve ever felt stuck in your relationship, your business, or both, this conversation will challenge the way you think about success, partnership, and faith-driven transformation.Learn more about the company Carlos & Julie run together: https://tmpjanitorial.com/⏱️ TIMESTAMPS00:00 – Welcome to Beyond the Numbers 00:02 – What this podcast is REALLY about 00:27 – Meet your host, Chris Everett 00:36 – Introducing Carlos & Julie’s incredible story 01:02 – From $250K to $1.2M…and climbing 01:22 – The real reason their breakthrough happened 01:58 – Five years of separate lives & hidden struggles 02:26 – A moment of surrender, honesty & divine intervention 03:01 – Business grows as the marriage heals 03:31 – Welcoming Carlos & Julie 03:55 – How they all first met 04:23 – Early marriage, separate businesses, disconnect 05:00 – Love at first sight & their early story 06:21 – Carlos hides failures out of fear 07:37 – The moment everything came to light 08:01 – Julie’s surrender and spiritual awakening 09:07 – The emotional toll & the breaking point 10:16 – Fear, control & disconnection 11:29 – The supernatural moment at church 12:25 – The porch conversation that changed everything 13:25 – Confession, repentance & emotional honesty 14:10 – Modeling vulnerability using the Connection Code 17:05 – Fear, guilt, shame, sadness, hurt & joy — in real time 21:31 – Julie responds with honesty, hope & clarity 23:14 – Breakthrough and instant emotional shift 24:37 – Healing: what happened next 25:42 – How surrender changed their business 27:17 – Tripling the business in months 28:04 – Expansion, 40 employees & new businesses 28:34 – Carlos’ 3 commitments in every business meeting 29:34 – How Chris helped transform their financial life 30:02 – A marriage “made in heaven” 30:27 – Childhood roots & the entrepreneurial drive 31:49 – Purpose, impact & business as a tool 32:46 – How employees noticed the change 33:09 – Compassionate leadership & emotional safety 34:11 – Tools that shifted their company culture 34:28 – Working together with humility & vulnerability 35:04 – No longer faking strength — leading with truth 36:11 – Advice for struggling couples 37:15 – Rebuilding trust & emotional safety 37:38 – A message to men about passivity 38:25 – What bravery really looks like 38:45 – The next 5 years: legacy, expansion, community impact 40:25 – The legacy they’re building for their children 41:22 – A reminder that healing is always possible 42:03 – Final reflections & gratitude 42:28 – What TMP stands for 42:51 – Subscribe, rate, review & share🎧 CALL TO ACTION👉 If this story moved you, subscribe for more life-changing conversations. 👍 Like and comment to share how this episode impacted you. 🔔 Turn on notifications so you never miss new episodes. 📩 Share this with someone who needs hope, healing, or clarity right now.

From a trailer park to building a thriving insurance empire—Sam Rolph's story is proof that the American dream is alive and well. After 25+ years as a captive insurance agent, Sam faced a potential $2.5 million loss in premium when his company changed their business model. Instead of accepting defeat, he made a bold pivot to become an independent agent with Erie Insurance and is now on track to nearly triple his first-year revenue projections. In this powerful episode of Beyond the Numbers, host Chris Everett explores Sam's remarkable journey from Air Force avionics specialist to American Airlines mechanic to insurance industry powerhouse, revealing the strategies behind his explosive growth and service-first philosophy.Whether you're an entrepreneur considering a career change, building an insurance agency, or looking for inspiration on how to turn adversity into opportunity, this conversation delivers actionable insights on business transitions, financial planning, team leadership, and the power of strategic risk-taking. Learn how Sam went from mowing lawns and snow plowing to fund his insurance startup to building a referral-driven agency that prioritizes client education over sales—and why surrounding yourself with people smarter than you is the key to long-term success.Timestamps00:00 - Welcome to Beyond the Numbers 01:10 - Introducing Sam Rolph's Journey 04:06 - The Pivot from Aviation to Insurance 07:09 - Getting Started Without a License 09:13 - Mowing Lawns and Snow Plowing to Build a Business 10:00 - The Power of Falling Into Opportunity 10:25 - Leaving the Captive Agency: The $2.5M Decision 14:25 - Underwriting vs. Order Taking: The Erie Difference 16:03 - Projecting $700K, Tracking $1.6M in Year One 17:14 - Growing Up in a Trailer Park: Financial Lessons 19:22 - Taking Care of Your Team Through Transitions 20:18 - Military Service and Turning Down $10K 23:07 - The No Regrets Philosophy 24:13 - Why Sam Called Chris After Hearing Him on Radio 26:08 - Service Mindset: Leaving People with More Knowledge 28:16 - The Circle of Knowledge 30:16 - Building a Barn-dominium on 10 Acres33:08 - Where Sam Sees Himself in 15 Years 33:57 - Advice for Making a Major Career Shift🔔 Subscribe for more inspiring conversations with entrepreneurs, business leaders, and wealth builders who are redefining success on their own terms.👍 Like this video if Sam's story resonated with you💬 Comment below: What's one major pivot you've made (or are considering) in your career or business?📢 Share this episode with someone who needs to hear that it's never too late to reinvent yourself

Bill Bishop is rewriting the rules of entrepreneurship, innovation, and what it means to stay relevant in an AI-driven world. His journey—from coining “digital marketing” in 1995, to authoring bestselling books, to guiding over 5,000 entrepreneurs through his Big Idea framework—offers a masterclass in thinking bigger than your circumstances.This conversation explores the mindset shifts that transform hot dog stand businesses into gourmet chef empires. Bill breaks down why most founders unknowingly operate inside their “old factory,” how the penguin problem erases differentiation, and why the next era belongs to generalists who can orchestrate value instead of clinging to narrow specialties.Key Topics00:00 – The story of a 68-year-young disruptor02:10 – How a brilliant mother ignited a lifelong mission05:18 – Why patience (and tennis coaching) shaped Bill’s transformation philosophy08:44 – Getting unstuck: The hotdog stand trap12:10 – Think big. Start small. The 11% rule16:25 – The gourmet restaurant analogy that rewires your approach21:45 – The Penguin Problem: Why most businesses blend into the crowd27:02 – Building a $50M “hyper-intelligent building” business33:40 – AI as a dance partner, not a threat38:50 – Why wellbeing—not metrics—is the new value proposition42:10 – The rise of generalists and the death of narrow specialization47:35 – Education, critical thinking, and fixing the old factory mindset52:48 – Future-proofing yourself through intention56:30 – Coaching the next generation of entrepreneurs1:01:14 – Autonomous cars and finding opportunity inside disruption1:05:20 – The lobster story that launched a movement1:10:02 – How to discover your own Big IdeaFor entrepreneurs with good intentions and a desire to build meaningful value, this conversation delivers a practical perspective wrapped in future-focused clarity. This isn’t theory—it’s transformation in real time.If this episode sparks something for you:👍 Like this video🔔 Subscribe for more authentic, future-focused conversations💬 Comment with your biggest takeaway🔗 Share this with someone who’s ready to rethink what they’re capable of#BigIdeas #BusinessTransformation #EntrepreneurMindset #ArtificialIntelligence #ThoughtLeadership #InnovationStrategy #FutureOfWork #DigitalMarketing #LeadershipDevelopment #BeyondTheNumbersPodcast

What happens when a kid from a small Wisconsin town finds his identity in punk rock, overcomes addiction, and becomes a brand strategist helping professionals lead with authenticity?In this inspiring episode of Beyond the Numbers, host Chris Everett sits down with Randall Witte — a former punk rock vocalist turned creative director — for a powerful conversation about authenticity, recovery, and redefining success.From screaming on stage to leading creative teams, Randall’s story proves that the most unconventional paths often lead to the most impactful careers. He shares how “being the weirdo” became his greatest strength — and how embracing who you are can transform your brand, your business, and your life.⏱ Timestamps00:00 – Welcome to Beyond the Numbers: Wealth meets meaning and purpose00:35 – Introducing Randall Witte: From punk rock to branding expert01:02 – A journey from low-income beginnings to global record deals02:05 – How punk rock turned pain into purpose03:13 – Finding belonging in chaos and mentorship in unexpected places05:14 – The life-changing advice that became Randall’s north star06:45 – Choosing passion over practicality: From addiction to art school08:19 – Facing doubt, rejection, and staying the course through adversity09:49 – The power of authenticity in business and recovery10:55 – Turning down six figures to stay true to personal values13:14 – Manifestation, faith, and trusting your inner compass16:29 – Why authenticity doesn’t always align with corporate definitions of success17:58 – Keeping commitments even in toxic work environments19:05 – Teaching authenticity to conservative industries20:58 – How to vet your brand through storytelling and self-awareness23:14 – Using your past — trauma, triumph, and truth — as brand power25:36 – Breaking the rules: What’s holding people back in business27:32 – Why being yourself is the best marketing strategy29:57 – The psychology behind money, mindset, and communication32:34 – The hidden emotional roots of financial behavior33:54 – Building meaningful relationships in the digital age35:49 – Authentic love: Why Randall and Holly built a partnership on honesty37:17 – Recovery, resilience, and the gift of hard work38:36 – Finding joy in everyday moments — from punk shows to mowing lawns41:08 – What’s next: Randall’s dream to build a brand agency for trailblazers43:09 – The story behind the job that changed everything45:00 – How taking risks can lead to the most unexpected breakthroughs46:15 – Closing reflections: Live and lead with authenticity💡 Key Takeaways• Authenticity is your greatest marketing tool — and your life’s compass.• Success isn’t about status; it’s about alignment with your values.• The “weirdos” often build the most relatable brands.• Vulnerability creates connection — in business and beyond.• Sometimes, saying no to money means saying yes to yourself.🔔 Join the ConversationIf Randall’s story resonated with you:✅ Subscribe to Beyond the Numbers for more episodes on purpose-driven success💬 Comment what authenticity means to you📢 Share this episode with someone who’s redefining their own pathBeyond the Numbers — where money meets meaning, and stories move us forward. 💬✨

What happens when a CPA realizes spreadsheets and tax codes aren't enough? This conversation goes deeper than any financial podcast you've heard before.Stephen K. De Silva, founder of Prosperous Soul, joins host Chris Everett to explore the intersection of financial success and spiritual fulfillment. From overcoming imposter syndrome to understanding your identity as the foundation of prosperity, this episode challenges everything you thought you knew about wealth. Key Frameworks Discussed:The Five Knots of Life:Identity (Who am I?) - Prepositional, attached to GodPurpose (Why am I?) - The verb that naturally leaks out of youVision (What do I see?) - The adjective describing your desired futureStrategy (How will I get there?) - Your roadmap across life's realmsTactics (Daily yes/no decisions) - Alignment with everything aboveThe Capacity Triangle:ProtectionProvisionIdentity/WorthResources Mentioned:📖 Book: "Money and the Prosperous Soul" by Stephen K. De Silva (Available on Amazon)🎯 Free Financial Health Quiz: Get your capacity score and personalized insights here: ProsperousSoul.com/financial-health-quiz Three Core Programs:Prosperous Soul - Education about money and identityPurpose Train - The pull system coachingFinancial Sozo - Exchange of lies for truth toolChapters:0:00 - Welcome to Beyond the Numbers 1:17 - Meet Stephen K. De Silva 1:35 - The Pivot from CPA to Meaning-Maker 2:46 - The Hunger for Purpose in Your 40s 3:43 - Success on the Outside, Empty on the Inside 10:23 - The Imposter Syndrome Story 11:55 - The Pull System Introduction 12:04 - The Rope Metaphor Explained 19:24 - Working Backward from Vision 20:05 - Identity: The Critical Top Knot 22:34 - Adopted vs. Orphaned Identity 24:21 - Stephen's Five Knots Revealed 26:11 - "Beside" - A One-Word Identity Story 28:06 - Purpose as Father (The Verb) 28:54 - Vision: Prosperous 29:27 - Strategy: Three-Generation Company 33:17 - Book: Money and the Prosperous Soul 34:05 - Money as Spiritual Power 35:00 - The Divided Heart Problem 35:24 - Roman, Greek, and Hebrew Lenses 38:20 - The Hebrew/Biblical Perspective 40:44 - Greek Perfection vs. Hebrew Excellence 44:23 - The Insidiousness of Perfection 44:55 - Free Financial Health Quiz 48:36 - The Capacity Triangle Explained 49:32 - Chris's Unique Approach to Financial Planning 50:15 - Closing Thoughts: Think of That Rope

Welcome to the inaugural episode of Beyond the Numbers! In this special introductory episode, host Chris Everett sits down with producer Nick Uresin to discuss what this podcast is all about. Chris shares her unique approach to wealth management that goes far deeper than spreadsheets and account balances, revealing how understanding the human story behind the numbers creates breakthrough financial outcomes.What You'll Learn· Why understanding your relationship with money starts with understanding your story· The concept of knowing what you don't know (and how it creates breakthroughs)· How childhood experiences shape our financial behaviors as adults· The real meaning of building an empire versus just earning money· Why financial planning should address everything in your life with a dollar sign attached· Common wealth leaks that sabotage retirement and college planningEpisode Chapters[00:00] Introduction & Welcome - What Beyond the Numbers is all about and meeting your host Chris Everett[01:18] What Does "Beyond the Numbers" Mean? - Understanding clients beyond their financial statements and why knowing everything with a dollar sign matters[03:06] The Circle of Wisdom - Discovering what you don't know you don't know and creating breakthrough moments[04:30] Empire Building, Not Just Money Making - Understanding what money really means to you and leveraging resources to become who you're meant to be[06:13] Who This Podcast Is For - Business owners, executives, entrepreneurs, and anyone building a legacy[07:31] Benefits of Tuning In - Finding someone you can identify with and drawing inspiration from similar experiences[09:38] The Guests You'll Meet - Business owners, entrepreneurs, multi-generational family businesses, and C-suite professionals[12:28] Real Client Breakthrough Stories - The couple living high but saving nothing and the unhappy professional trapped by childhood trauma[17:17] Numbers as Performance Measures - Why you shouldn't worry about the numbers and should focus on performance instead[18:00] Financial Topics We'll Cover - Retirement planning, college funding, wealth leaks, insurance, tax, and estate planning[20:21] Getting to Know Chris Everett - From rock and roll dreams to wealth management and early memories that shaped her approach[23:20] Chris's Journey to Financial Planning - Life as a singer, the insurance agent encounter, and building a comprehensive practice[26:49] How to Connect & Tune In - Contact information, website, and where to find the podcast[27:38] Closing Thoughts - The power of action and collective wisdom, plus how to subscribe and shareAbout Your Host: Chris EverettChris Everett didn't take a traditional path to wealth management. A former rock and roll singer who performed five nights a week, Chris discovered her calling when an insurance agent sparked her curiosity about helping people understand the truth about their finances.With experience spanning insurance, investments, property and casualty, and comprehensive wealth management, Chris brings a unique engineering mindset to financial planning. She describes herself as the CLO—Chief Listening Officer—because she knows that the real breakthroughs come from understanding the person behind the portfolio.Connect With Chris EverettPhone: 708-771-7777Website: EverettWealthSolutions.comPodcast: Available on all major podcast platforms and YouTubeIf this episode resonated with you, please subscribe, rate, and review Beyond the Numbers on your favorite podcast platform. Share it with someone who would benefit from hearing Chris's unique approach to wealth and legacy building.

Beyond the Numbers is where growth-minded professionals come to talk strategy, legacy, and the financial decisions that shape their future. Hosted by a fiduciary financial planner, the podcast reveals how people align business growth andpersonal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works.Guests include entrepreneurs, advisors, and industry experts who share how they protect assets, create income streams, and design wealth that lasts. If you’re ready to go beyond profit and build something that matters, this show is for you.