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 planning

Episode 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 share

About Your Host: Chris Everett

Chris 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 Everett

Phone: 708-771-7777

Website: EverettWealthSolutions.com

Podcast: Available on all major podcast platforms and YouTube

If 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 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.