Beyond the Bottom Line

About Beyond the Bottom Line

Beyond the Bottom Line Podcast is where business success meets personal fulfillment. Hosted by Maria Conigliaro and Bob Brown, this podcast is designed for business leaders, entrepreneurs, and high-achievers who want more than just financial success—they want purpose, balance, and lasting impact. Through thought-provoking conversations and expert insights on wealth, mindset, leadership, relationships and health, we help you bridge the gap between making money and making a difference. If you're ready to go beyond profits and build a legacy that truly matters, you're in the right place.

Publisher

Beyond the Bottom Line

Category

business

Language

en

Explicit

No

First episode

3 Sept 2025

Latest episode

21 Oct 2026

Latest episodes

39 episodes in the feed.

1. 

   21 Oct 2026

   Happy Clients, Happy Employees: Mark Weber on 40 Years of Building Wagner Weber Associates

   In 1985, Mark Weber and his partner left well-paying jobs at Digital Equipment Corporation to start a technology advisory firm with no clients, no products to sell, and one early customer that knitted hats. Forty years later, Wagner Weber Associates manages technology for some of the wealthiest investment firms in the world. In this episode, Bob and Maria talk with Mark about what it takes to keep client data safe as cybersecurity and AI keep changing, how a four-decade business partnership holds together, and why he has never been focused on growth. It's a candid conversation about hiring, letting go, surviving downturns, and what he's learned about the personal side of building, and one day leaving, a business.We explore: How Mark and his partner started a firm in 1985 with no clients, and how it grew into a specialized technology advisor to the financial services industry Why cybersecurity is as much about people as technology, what it means to "reduce your attack surface," and two real stories of how smart, careful people get caught by scams What earlier technology shifts taught him about today's AI moment, and why he sees the hard part as changing culture, not installing systems What makes a 40-year partnership work, including complementary strengths, shared values, and the occasional argument about fonts His advice on making the first hire, giving work away, and handling hard downturns, including 1987, 2000, and 2008 Why Wagner Weber has never chased growth, and what Mark has seen happen to owners who sell without knowing what comes next A personal account from September 11, 2001, shared on the anniversary of that day Listen now or watch on YouTube. Guest Website: https://wagweb.com (https://wagweb.com/) Like and subscribe for new episodes every week. . . . . . Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, legal, or technology or cybersecurity advice. Mark Weber and Wagner Weber Associates are independent of Stone House Investment Management, LLC, and any services referenced are not offered by or affiliated with Stone House. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

2. 

   7 Oct 2026

   From the Recovery Room to Financial Clarity: Kelly Flowers on Starting Over and Helping Others Do the Same

   After 30 years as a nurse, Kelly Flowers lost her job over a hospital vaccine mandate — and within thirty minutes, she walked out of the building she'd planned to retire from. Because she and her husband had already paid off their debt, including their home, the loss wasn't a crisis. It was an opening. In this episode, Bob and Maria talk with Kelly, now a Ramsey-trained Master Financial Coach and founder of 1114 Financials, about the unexpected year of grief that followed a 30-year career, why she sees financial coaches and advisors as collaborators rather than competitors, and the real client stories behind what she calls the difference between clarity and control. It's a grounded conversation about identity, money, and what it takes to actually change your relationship with both. We explore: Why Kelly left a 30-year nursing career in a single morning over a hospital vaccine mandate, and how years of debt-free living gave her and her husband the freedom to make that choice The grief she didn't expect to feel a year later, and how she worked through losing an identity she'd carried for three decades Why she sees financial coaching and financial advising as complementary, not competitive, and how referring clients out became part of her definition of success Real client stories, from paying off debt and building a new home to recognizing a scarcity mindset rooted in a client's own history The difference between "perfect" and "excellent" money management, and why she believes every dollar needs a job Listen now or watch on YouTube. Guest Info: Website: https://eleven14financials.com (https://eleven14financials.com/) Instagram: https://instagram.com/eleven_14_financials (https://instagram.com/eleven_14_financials) Facebook: https://facebook.com/eleven14financials (https://facebook.com/eleven14financials) Like and subscribe for new episodes every week. . . . . . . Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, legal, or financial planning advice. Kelly Flowers and 1114 Financials are independent of Stone House Investment Management, LLC, and any services referenced are not offered by or affiliated with Stone House. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

3. 

   23 Sept 2026

   It's Never Too Late to Start: Dorene Castelline on Strength, Menopause, and Building a Life You Can Sustain

   Dorene Castelline didn't walk into a gym until she was 46 — and at the time, she was in so much pain from a spinal injury that surgeons were recommending titanium disc replacement. Instead, she found strength training, and it changed the direction of her life. In this episode, Bob and Maria talk with Dorene, an IFBB Pro bodybuilder and founder of Never Too Late Fitness, about the decade-plus of competing that followed, the freak fall that convinced doctors her bones looked twenty years younger than her age, and why she's building a new movement — and an app — around a simple idea: chase strong, not skinny. It's a candid conversation about menopause, motivation, and what it really takes to make fitness a lifestyle instead of a New Year's resolution. Listen now or watch on YouTube. Guest Info: Website: https://n2lfitness.com (https://n2lfitness.com/) Instagram: https://instagram.com/n2lfitness (https://instagram.com/n2lfitness) Facebook: https://facebook.com/n2lfitness (https://facebook.com/n2lfitness) . . . . . Disclosures: This podcast is for informational and educational purposes only and should not be considered personalized investment, tax, legal, or medical/fitness advice. Any guest services mentioned are independent of Stone House Investment Management, LLC. Investment advisory services are offered through Stone House Investment Management, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Testimonials are unpaid and may not be representative. Past performance is not indicative of future results. Please refer to our ADV and other disclosures for complete information - https://www.stonehouseinv.com/disclosures/.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

1 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.