『Beyond the Numbers』のカバーアート

Beyond the Numbers

Beyond the Numbers

著者: 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 個人ファイナンス 経済学
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  • 10 Minutes, Not 3 Hours: A Portugal-Based Ex-BigLaw Attorney on Building AI for Lawyers | EP 135
    2026/09/30

    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 bootstrapped Legau, a generative AI tool built to support the full legal drafting cycle from inside the software lawyers already use: Word, Outlook, iManage, and NetDocuments.

    In this conversation with Chris Everett, Luís shares the moment he drafted a shareholders' agreement for a friend in 10 minutes instead of the usual 3 hours, and why the real value wasn't the time savings — it was being present with his client instead of buried in the document.

    He also opens up about what he wishes someone had told him about the financial side of leaving a stable law career to found a company: build the personal cushion first, both for the safety net and for the freedom it gives you to make decisions without fear.

    Connect with Luís and Legau at legau.com.

    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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    48 分
  • From Quantum Mechanics to Pricing Fortune 500 Companies: A 20-Year Journey | EP 133
    2026/09/16

    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 rigor that governs how atoms interact could explain how prices work?

    Two decades later, Tim is the founder of Wiglaf Pricing, where he's helped companies ranging from startups to Fortune 500 firms capture more of the value they create, authored "Pricing Done Right," and teaches at DePaul University.

    In this conversation with Chris Everett, Tim explains why he believes pricing should be treated as a verb, not a noun, walks through the three questions behind real value-based pricing, and reflects on what a year without a paycheck taught him about resilience. Connect with Tim and Wiglaf Pricing at wiglafpricing.com.

    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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    41 分
  • The Real Reason You Avoid Your Bank Statement — And How to Actually Fix It | EP 134
    2026/09/23

    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 explains why financial avoidance isn't a character flaw — it's the brain treating uncertainty like a low-grade threat — and why willpower alone rarely fixes it. She walks through how unresolved uncertainty compounds quietly in the background, and how a real financial plan turns the numbers from something to fear into something you can actually use.

    Book a free 30-minute Pre-Discover Session at https://go.everettwealthsolutions.com/widget/bookings/pre-discover-session.

    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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    3 分
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