What happens when you combine entrepreneurial instinct, emerging tech, and a deep understanding of how sales actually works?

In this episode of Beyond the Numbers, host Chris Everett sits down with Paul Pacun, CEO and Founder of vablet, to explore how modern sales teams can operate smarter, stay compliant, and build real trust with clients.

Paul shares the story behind the “light bulb moment” sparked by the iPad—and how that idea evolved into a powerful sales enablement platform used by global enterprises. From managing complex content to enabling offline access and ensuring compliance in highly regulated industries, vablet is redefining how sales teams show up in the field.

But this conversation goes deeper than tools.

It’s about how the best salespeople don’t sell harder—they sell smarter, using technology to remove friction and focus on what actually matters: relationships.

• How Paul turned an early tech insight into a scalable business • Why video-first selling is changing the game for modern sales teams • The importance of compliance, security, and content control in enterprise sales • How great tools eliminate friction and enable authentic client relationships • Leadership lessons on building teams—and knowing when to make tough calls • The intersection of money, purpose, and long-term impact

00:00 Introduction 01:54 Meet Paul Pacun 02:30 Entrepreneurial Origins 04:25 The iPad “Light Bulb” Moment 06:12 Building vablet 08:54 Compliance & Security 10:52 Remote Training Workflows 13:07 Sales & Relationship Building 16:06 Leadership Lessons 17:46 Health & Balance 20:19 Money Meets Purpose 21:57 Legacy & Impact 23:35 Inspiring the Next Generation 26:52 Where to Find vablet 27:32 Closing

Paul Pacun is the CEO and Founder of vablet, a leading sales enablement platform designed to help teams deliver the right content—anytime, anywhere, even offline. Trusted by global organizations across healthcare, finance, and manufacturing, vablet empowers sales teams to stay organized, compliant, and effective in every client interaction.

About the show

Beyond the Numbers is where growth-minded professionals talk strategy, legacy, and the financial decisions that shape their future. Hosted by fiduciary financial planner Chris Everett, the podcast explores how people align business growth with personal purpose through intentional wealth-building. Chris is also President of Everett Wealth Solutions, Inc. is a Registered Investment Adviser in the State of Illinois for fiduciary financial planning and asset management across the nation.

What does it really take to build an elite engineering team—and why is retention one of the most overlooked financial risks in business?

In this episode of Beyond The Numbers, host Chris Everett sits down with John Szeder, a Fractional Chief Technology Officer and “zero-to-one” builder, to explore the intersection of engineering leadership, business performance, and long-term value creation.

From his early inspiration in online gaming to leadership roles at Zynga and beyond, John shares the real lessons behind building high-performing teams—and why keeping great talent is one of the most important financial decisions a company can make.

• What separates elite engineering teams from average ones • Why retention is a business value problem—not just HR • The “zero-to-one” mindset and building from scratch • Lessons from Zynga and live operations environments • How AI is reshaping hiring and engineering leadership • The rise of fractional CTO roles and portfolio careers • Equity, compensation, and the reality of startup incentives • Why your career is your most valuable financial asset • How to build meaningful, engaging team cultures

John Szeder is a Fractional Chief Technology Officer who works with companies like Seismic Studios and Tennex Networks, helping them build and scale elite engineering teams. Known as a “zero-to-one” expert, he specializes in taking ideas from concept to execution across industries—from gaming to startups.

He brings a unique perspective shaped by both technical and leadership experience, emphasizing retention, culture, and long-term value creation as core drivers of business success. John is also active in the Technology Executives Club, where he contributes to discussions on AI, leadership, and the future of engineering.

Beyond the Numbers is where growth-minded professionals talk strategy, legacy, and the financial decisions that shape their future. Hosted by fiduciary financial planner Chris Everett, the podcast explores how people align business growth with personal purpose through intentional wealth-building. Chris is also President of Everett Wealth Solutions, Inc. is a Registered Investment Adviser in the State of Illinois for fiduciary financial planning and asset management across the nation.

00:00 Show Intro 00:35 Meet John Szeder 02:38 Career Inflection Points 04:36 From Builder to Leader 05:35 Zynga Lessons & Live Ops 07:13 Zero to One Mindset 08:32 What Makes Teams Elite 11:04 Retention as Value 13:09 Career as Human Capital 15:29 Culture, Meaning & Joy 17:50 Leading in the AI Era 20:02 Fractional CTO Playbook 22:02 Money, Equity & Startups 24:32 Advice and Closing 28:28 Where to Find John 30:41 Final Outro

• Leadership and growth • Financial strategy for high performers • Building wealth with purpose

In this episode of Beyond the Numbers, host Chris Everett sits down with Ralph Dahm, a veteran in technology, financial investigations, and executive search, to explore the growing world of crypto fraud and blockchain forensics.

Ralph began studying Bitcoin in 2013, when it was increasingly being used to bypass anti-money laundering (AML) laws and financial regulations. Since then, he has dedicated his career to tracing stolen digital assets, helping fraud victims seek justice, and educating the public about the risks of cryptocurrency scams.

During the conversation, Ralph explains how crypto fraud affects real people, why recovery is so difficult, and why only 2–5% of cases result in recovered funds. He also walks through how blockchain tracing actually works, from transaction “hops” to AI-powered forensic tools used to follow funds across wallets and exchanges.

Chris and Ralph discuss:

• How investigators trace cryptocurrency across blockchains • Why law enforcement often struggles to pursue crypto cases • The rise of romance scams, tech-support scams, and AI impersonation fraud • The global networks behind modern financial crime • The risks of Bitcoin ATMs with high fees and weak identity verification • Emerging regulations designed to protect victims • Practical steps anyone can take to avoid becoming a fraud victim

If you’ve ever wondered whether crypto is truly anonymous—or how investigators recover stolen digital assets—this episode offers an inside look at the world of blockchain forensics and financial crime investigations.

Episode Timestamps

00:00 Podcast Introduction 00:35 Meet Ralph Dahm 02:50 Early Bitcoin Origins 04:08 Victims and Law Enforcement 06:27 Romance Scam Story 07:43 Subpoenas and Recovery 10:20 First Call With Victims 12:04 Fake Recovery Firms 13:26 Tracing on the Blockchain 14:37 AI and Old Cases 16:03 Explaining Blockchain Evidence 17:20 Working With Law Firms 17:53 AI Voice Scam Example 18:48 Justice for Scam Victims 21:07 Bitcoin ATM Fraud 23:15 Career Advice and Fraud Red Flags 25:22 Resources and Prevention Tips 28:03 Closing and Call to Action

About Ralph Dahm

Ralph Dahm is a Certified Financial Crimes Investigator (CFCI) with more than 30 years of experience in technology, financial crime investigations, and executive recruiting.

He is the Founder of Twin Oaks Holdings, President of IT Audit Search, and Executive Managing Director at Smart Ballots, where he focuses on blockchain technology, election security, and fraud investigation.

Ralph works at the intersection of blockchain forensics, cryptocurrency fraud recovery, and financial crime prevention, helping victims, law firms, and law enforcement agencies trace stolen digital assets and pursue justice.

His professional network includes 10,000+ contacts across law enforcement, blockchain, and financial crime communities, and he frequently writes and speaks about the evolving risks of crypto fraud and digital asset security.

Connect with Ralph: • https://ralphdahm.com • https://twinoakscrs.com • https://linkedin.com/in/ralphdahm

About the Podcast

Beyond the Numbers is where conversations about wealth go deeper. Hosted by fiduciary financial planner Chris Everett, the podcast brings together leaders from business, finance, law, and technology to discuss the strategies, decisions, and purpose behind building lasting wealth.

Subscribe for more conversations about wealth, leadership, and purpose.

#blockchain #cryptofraud #bitcoin #financialcrime #cybersecurity #blockchainforensics #cryptoscams #wealthprotection #beyondthenumbers

What does it take to lead under extreme pressure — and still build a life of purpose, fulfillment, and legacy?

In this episode of Beyond the Numbers, fiduciary financial planner Chris Everett sits down with Sean Patton — former U.S. Army Special Forces (Green Beret) commander, Novus Global executive coach, keynote speaker, entrepreneur, and author of A Warrior’s Mindset: Six Keys to Greatness.

Sean breaks down why real leadership isn’t a checklist — it’s a way of being. From West Point to combat deployments to building businesses after leaving the military, Sean shares the hard-earned lessons behind self-leadership, identity, resilience, and the long game of success.

You’ll hear:

• Why self-leadership comes before leading anyone else • How trust is built through vulnerability and modeled feedback (not “open door” policies) • The reality of transitioning from military purpose to civilian uncertainty • Sean’s honest story of over-leverage, burnout, bankruptcy — and rebuilding • Why wealth without purpose still feels empty • How to align vision, strategy, and mindset — including money decisions • A practical way to reframe limiting beliefs by weighing the short-term payoff vs long-term cost • How to start building legacy today, not someday

If you’re a leader, entrepreneur, veteran, or anyone trying to build a life that actually works — this conversation will challenge you in the best way.

📌 Learn more about Sean: • Website: NoLimitLeadership.net • Book: A Warrior’s Mindset: Six Keys to Greatness (Amazon) • Podcast: No Limit Leadership • LinkedIn: Sean Patton

👍 If this episode resonates, please like, subscribe, and share it with someone who needs it.

Chapters / Timestamps 00:00 Podcast Mission 00:35 Meet Sean Patton 02:10 West Point Leadership Lessons 03:51 Special Forces Team Trust 06:14 Culture of Feedback 09:11 Leaving the Military 11:38 Identity Beyond the Uniform 15:37 Entrepreneurship Burnout 20:43 Failure Builds Greatness 23:14 Wealth and Fulfillment 24:17 Fulfillment Through Service 25:39 Find Purpose Nearby 27:08 Mission First Business 32:10 Integrity With Money 34:35 Discipline And Patience 37:30 Rewrite Money Beliefs 42:54 Legacy And Next Steps

#BeyondTheNumbers #Leadership #WarriorsMindset #SeanPatton #ChrisEverett #Veterans #ExecutiveCoaching #Entrepreneurship #Purpose #Legacy #Mindset #PersonalGrowth #FinancialPlanning

Beyond the Numbers: How CAST Water Safety Foundation Teaches Toddlers to Self-Rescue with Liz Hubbert

What if the “water baby” dunking we see on vacation is actually teaching toddlers something dangerous—like believing an adult will always be there to pull them up for air?

In this episode of Beyond the Numbers, host Chris Everett sits down with Liz Hubbert, leader of the CAST Water Safety Foundation, to share the pivotal poolside moment that changed everything—and launched a mission to help children become aquatic problem solvers.

Liz explains how self-rescue swim instruction (including ISR and similar programs) uses six weeks of daily, private 10-minute lessons to teach even very young kids how to swim, float, find air, and practice fully clothed—skills designed to prevent drowning, the leading cause of death for children ages 1–4, with many incidents occurring during non-swim time.

CAST’s model is equally unique: ✅ Operates under the Innovative Lavin Family Foundation umbrella (connected to the Alberto Culver family) ✅ Works with ~35 partner instructors across the country ✅ Directs 100% of donations to swim lessons + safety education ✅ Offers scholarships for teachers, nurses, first responders, military families, children with special needs, and families with income-based need

Liz also shares CAST’s collaboration with the University of Alabama at Birmingham’s Youth Safety Lab on a published study on 1-year-old water competency, plus practical safety guidance every caregiver should know—like proper pool fencing and checking water first if a child is missing.

Learn more, find programs, and locate instructors: castwatersafety.org

⏱️ Timestamps 00:00 Podcast Intro 00:40 Poolside Wake Up Call 03:12 Discovering ISR Lessons 06:30 Six Weeks to Self Rescue 08:22 From Teacher to Founder 11:50 Lavin Foundation Model 14:46 Aquatic Problem Solvers 17:42 Confidence Beyond Water 20:14 Community of Swim Families 20:52 Scaling Instructor Quality 22:28 Nationwide Team Impact 23:36 Scholarships and Access 24:55 WGN Stories and Awareness 27:46 Balancing Mission and Family 32:16 Community Culture and Growth 35:02 Water Safety Call to Action 38:46 Closing Thanks and Outro

🔔 Subscribe for more conversations where money meets meaning and purpose. ⭐ If this episode resonated, please like, comment, and share—a share can save a life.

#BeyondTheNumbers #WaterSafety #CAST #DrowningPrevention #Parenting #ChildSafety #ISR #SwimLessons #NonprofitLeadership #FamilySafety

In this episode of Beyond the Numbers — where money meets meaning and purpose, host Chris Everett sits down with Brad Jenkins, CFP®, Chief Investment Officer & CEO of MarketGuard, to unpack what it really takes to pursue strong returns without living through stomach-churning volatility.

Brad shares the unlikely origin story that started with him reading the financial section in 7th grade, the moment he realized the industry often prioritizes profits over people, and why he built Market Guard around three pillars: excellence, integrity, and innovation.

You’ll also hear the “cookies” framework behind Brad’s book Cookies and Retirement: A Recipe for Success—a simple way to understand portfolio construction, behavioral risks, and why “time and temperature” matter as much as ingredients.

If you’re an investor who wants clarity, or an advisor evaluating an investment partner, this conversation breaks down what to look for, what questions to ask, and how disciplined downside protection can help clients stay invested when markets get loopy.

🎙️ Guest: Brad Jenkins, CFP® — CIO & CEO, MarketGuard 🎧 Host: Chris Everett — Everett Wealth Solutions

In this episode, we cover: • Why Brad entered wealth management (and what nearly turned him away) • The 3 biggest threats to your money (and why “you” is #1) • What makes Market Guard different: returns with lower volatility • Why “Noah built the ark before it rained” is a risk-management blueprint • How to evaluate a money manager (track record, volatility periods, and skin in the game) • The Mastery Event with leadership strategist & American hero Sean Patton • What’s next: Market Guard’s new index + structured note conversations with major institutions

📌 About the show Beyond the Numbers is where growth-minded professionals talk strategy, legacy, and the financial decisions that shape their future. Hosted by fiduciary financial planner Chris Everett, the podcast explores how people align business growth with personal purpose through intentional wealth-building.

Everett Wealth

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Subscribe, leave a review, and share it with someone who wants a smarter way to think about wealth.

#BeyondTheNumbers #ChrisEverett #BradJenkins #MarketGuard #EverettWealthSolutions #WealthManagement #FinancialPlanning #Investing #PortfolioManagement #RiskManagement #DownsideProtection #Volatility #BehavioralFinance #Fiduciary #RetirementPlanning #FinancialAdvisor #RIA #AssetManagement #Leadership #PurposeDrivenWealth #LegacyBuilding

What does freedom really mean when you’ve lived without it?

In this episode of Beyond the Numbers: Where Money Meets Meaning & Purpose, host Chris Everett sits down with authors and former journalists Nonna and Russell Working, a couple whose journey from the Soviet Union to the United States gave them a lived understanding of free speech, censorship, and the real cost of standing on principle.

Russell, a Pushcart Prize–winning writer and former Chicago Tribune journalist, and Nona, an academic research administrator and author, share firsthand experiences reporting under authoritarian systems, navigating corruption, witnessing state-controlled media, and ultimately choosing meaning over financial optimization. From covering mafia wars and North Korean forced labor to confronting ideological conformity in modern America, this conversation explores how wealth, freedom, and purpose intersect when speaking the truth comes at a price.

This is not a partisan debate—it’s a deep discussion about courage, incentives, personal responsibility, and what happens when people stop protecting comfort and start protecting values.

Timestamps: 00:00 – What Beyond the Numbers is really about 01:36 – Choosing principle over financial optimization 02:29 – Leaving Russia: what was at stake 06:53 – Reporting during the collapse of the Soviet Union 08:20 – Mafia wars, corruption, and forbidden journalism 11:31 – Covering North Korean forced labor in Russia 14:52 – Why English-language journalism mattered 18:06 – Seeing censorship and ideological pressure in America 23:20 – Why communism misunderstands wealth creation 28:43 – Writing The Insurrectionist and challenging modern journalism 35:18 – When journalism turns into activism 40:05 – When should people speak up—even if it costs them? 47:39 – Financial security vs. living by your principles 54:08 – The internal freedom that replaces fear

Call to Action: If this conversation challenged you, like the video, subscribe to the channel, and share it with someone who values free thought and honest dialogue. Comment below: When have you faced a moment where speaking up came with a real cost?

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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📩 Share this episode with someone who could benefit from deeper connection.