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Beyond the Numbers

Beyond the Numbers

By: Chris Everett
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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.2026 Chris Everett Economics Personal Finance
Episodes
  • Privacy Law, Data Breaches & Protecting Your Business | Donata Stroink-Skillrud | Ep 121
    Jun 29 2026

    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 businesses from solo entrepreneurs to Fortune 500 companies stay compliant as privacy regulations continue to multiply.

    In this episode of Beyond the Numbers, she joins host Chris Everett for a wide-ranging conversation about what data privacy really means for business owners, what the regulatory landscape looks like right now, and how to protect your business without drowning in legal fees.

    Donata's story starts with a Target data breach notice, a first date that turned into a business plan, and a career-long mission to democratize privacy compliance for the businesses that need it most but can least afford the lawyers to get there.

    What You'll Learn:

    • Why most businesses assume they're too small for privacy laws to apply — and why that assumption is dangerous
    • The first step every business owner needs to take to understand their compliance obligations
    • Why your privacy policy must match your actual practices — and the legal exposure when it doesn't
    • The growing state-by-state privacy patchwork in the US and what it means for your business in the next 3-5 years
    • The shocking license plate reader story — and what it reveals about how personal data is being shared without consent
    • Why compliance always has to come from the top of the organization to actually stick
    • How Termageddon is expanding globally — and what different countries' privacy laws reveal about their culture

    🔗 Links & Resources:
    Termageddon: https://termageddon.com/
    Follow Donata on LinkedIn: / donata-stroink-skillrud

    Subscribe to Beyond the Numbers for conversations where money meets meaning and purpose — bringing together voices from business, finance, law, and leadership to talk about the moments that shape us and the strategies that sustain us.

    Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.

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    44 mins
  • Stop Waiting: The Financial Decision You Can't Afford to Delay | Chris Everett | EP 120
    Jun 18 2026

    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 financial planner Chris Everett walks through the three financial decisions that carry the highest cost of delay and why if you're between 58 and 67, right now is the most important financial window of your life.

    Markets don't pause. Tax laws don't wait. And the cost of inaction compounds just as fast as a bad move.

    What You'll Learn:

    • Why waiting for clarity is itself a financial decision — and often an expensive one
    • The 3 decisions with the highest cost of delay: Social Security timing, retirement plan rollovers, and early retirement income structure
    • Why the difference between claiming Social Security at 62 vs. 70 can exceed $100,000 in lifetime income
    • What the "decision decade" (ages 58–67) really means for your retirement outcome
    • Why treating your 401k as set-it-and-forget-it is not a strategy — it's hope
    • What an honest fiduciary conversation actually looks like — and why it consistently leads to better outcomes

    Resources:
    Everett Wealth Solutions: https://chris-everett.knowledgevaultpress.com/long-term-care

    Free resource + Pre-Discover Session (30 min, no cost): https://calendly.com/ews407/30min?back=1&month=2026-06

    Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.


    Subscribe to Beyond the Numbers for conversations where money meets meaning and purpose.

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    4 mins
  • Bill Bishop The BIG Idea Coach | Beyond the Numbers | EP 104
    Nov 12 2025

    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 Topics

    00:00 – The story of a 68-year-young disruptor

    02:10 – How a brilliant mother ignited a lifelong mission

    05:18 – Why patience (and tennis coaching) shaped Bill’s transformation philosophy

    08:44 – Getting unstuck: The hotdog stand trap

    12:10 – Think big. Start small. The 11% rule

    16:25 – The gourmet restaurant analogy that rewires your approach

    21:45 – The Penguin Problem: Why most businesses blend into the crowd

    27:02 – Building a $50M “hyper-intelligent building” business

    33:40 – AI as a dance partner, not a threat

    38:50 – Why wellbeing—not metrics—is the new value proposition

    42:10 – The rise of generalists and the death of narrow specialization

    47:35 – Education, critical thinking, and fixing the old factory mindset

    52:48 – Future-proofing yourself through intention

    56:30 – Coaching the next generation of entrepreneurs

    1:01:14 – Autonomous cars and finding opportunity inside disruption

    1:05:20 – The lobster story that launched a movement

    1:10:02 – How to discover your own Big Idea

    For 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

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    1 hr and 2 mins
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