business
Hosted by Chris Everett · business · EN
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 and personal 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.
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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchBeyond 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 and personal purpose through intentional wealth-building. It’s a clear-eyed look at what it takes to build a financial life that actually works.
Beyond the Numbers is hosted by Chris Everett. The show has published 40 episodes to date.
Recent episodes include "Building a Chicago Marketing Firm When the Clients Came First | EP 139" (28 October 2026, 57 minutes), "Why Most Financial Plans Fail the Moment Life Doesn't Go as Planned | EP 138" (21 October 2026, 3 minutes), and "From a 7X Private Equity Exit to Bootstrapping an AI Startup | EP 137" (14 October 2026, 58 minutes).
Beyond the Numbers publishes roughly weekly, with episodes averaging 29 minutes across 40 episodes.
Booking probability for Beyond the Numbers is 32%, and the host is rated Selective on guests. Beyond the Numbers requires a Pod Score of 80 or higher. Beyond the Numbers's contact route on record: verified email.
The strongest fits for Beyond the Numbers are Investing & Wealth Management. Beyond the Numbers has a business audience.
Chris Everett hosts Beyond the Numbers, a business podcast with 40 episodes published.
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Episode #139
Ana Quinones-Milic didn't plan to start an agency. After five years at a Silicon Valley recruiting startup, three marketing-manager job offers showed her how many smaller businesses needed marketing help without needing...
Beyond the Numbers
Every financial plan looks great on the day you build it. The real test, says Chris Everett of Everett Wealth Solutions, is whether it still works five, ten, or twenty years later — after inflation has taken a bite...
Episode #137
Ravi Teja Bommireddipalli spent three decades leading enterprise technology companies, most recently as Chairman and CEO of Robosoft Technologies, where he grew the business sevenfold, moved EBITDA from negative to the...
Beyond the Numbers
Most people think building real wealth comes down to picking better investments. It doesn't. In this episode, Chris Everett of Everett Wealth Solutions explains why structure — not returns — is what actually determines...
Episode #135
Luís Alves Dias spent nearly a decade inside international law firms before deciding the way legal work gets done didn't have to stay the same. In 2021 — before the current AI wave hit — he and his co-founders...
Episode #134
Letting a statement sit unopened for a few extra days. Dreading tax season instead of planning around it. An unspoken agreement with a spouse not to talk about the credit card bill. In this solo episode, Chris Everett...
Episode #133
Tim J. Smith spent his early career in a quantum mechanics lab — a PhD in physical chemistry from the University of Chicago — before a year of unemployment pushed him toward an unexpected question: what if the same...
Episode #132
Chris Everett has sat across the table from surgeons and seven-figure business owners who all say some version of the same thing: "I don't know why, but I still feel broke." In this solo episode, Chris explains why that...
Episode #131
Juan Soto, President of IT Impact and a 14-time Microsoft Access MVP, joins Beyond the Numbers to talk about what happens when a business's own software becomes the thing holding it back. Juan got his start as a plant...
Episode #130
Nick Loise built a career proving sales doesn't have to be aggressive to work. As founder and Chief Sales Officer of Sales Performance Team, LLC, he's helped organizations grow sales by as much as 225%, driven 118%...
Episode #129
Drew Roberts has spent 15 years studying something most business owners feel but rarely name: the frustrating gap between knowing what you want and actually getting there. He calls it "the time in between," and it's the...
Episode #126
If you're planning to claim Social Security the moment you're eligible just to "get your money back," fiduciary financial planner Chris Everett wants you to slow down and run the real numbers first. Claiming at 62...
Episode #125
Patrick Smith has spent 15 years building C2 Creative Studio, a Chicago branding and design agency built on a simple idea: get creatives working directly with clients, without layers of account managers in between. In...
Episode #124
Most people think they're ready to retire once they've hit a savings number — but readiness isn't about how much you've saved, it's about whether that money can generate income that outlasts you. In this episode...
Episode #123
Susanna Mlot is an experienced business transformation executive, an aspiring author, and a longtime client of host Chris Everett's fiduciary practice. In this episode of Beyond the Numbers, she joins Chris for an...
Episode #122
The Long-Term Care Decision Most People in Their 50s & 60s Are Ignoring Most people in their fifties and sixties know long-term care exists. They just don't plan for it — because thinking about it is uncomfortable. So...
Episode #121
Donata Stroink-Skillrud is a licensed attorney, certified information privacy professional, and the president and co-founder of Termageddon — a privacy policy platform covering 120+ laws that has helped thousands of...
Episode #120
Most people don't lose money from bad decisions. They lose money from no decision — waiting for clarity that never quite comes while the window quietly closes. In this solo episode of Beyond the Numbers, fiduciary...
In this episode of Beyond the Numbers, host Chris Everett sits down with renowned business strategist, author, and thought leader Rashad Tabakawala for a powerful conversation about leadership, technology, and what it...
What if prosthetic limbs could become a source of confidence instead of something people try to hide? In this episode of Beyond the Numbers, Chris Everett sits down with renowned industrial designer and entrepreneur...
Recent guests on Beyond the Numbers. Study who booked and why before you pitch.
Chapter/Advocacy Services Specialist – Canada, Trout Whisperer Tackle Co
President and Microsoft Access Guru, University of Wyoming
Legau
Wiglaf Pricing
PitchCentric classifies Beyond the Numbers under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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