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.
Building a Chicago Marketing Firm When the Clients Came First | EP 139
Ana Quinones-Milic didn't plan to start an agency. After five years at a Silicon Valley recruiting startup, three marketing-manager job offers showed her how many smaller businesses needed marketing help without needing a full-time hire, so she offered to work as a consultant and ALQO Marketing was born. Today the Chicago-area firm builds brand messaging for clients in healthcare, government, nonprofits, real estate, education and startups, with a multicultural lens rooted in Ana's bilingual background.
In this conversation with Chris Everett, Ana explains what authentic marketing requires, why cookie-cutter campaigns may earn likes without earning loyalty, and what she learned launching, adapting through COVID, and then transitioning a Spanish-language program at a top-performing San Jose school before moving back to Illinois. She also talks about running a solo agency with organized finances and low costs, and why she leans on professionals for the parts of the business she isn't an expert in. Learn more at alqomarketing.com (http://alqomarketing.com/).
Everett Wealth Solutions is a Registered Investment Adviser in the State of Illinois providing fiduciary financial planning and asset management across the nation.
21 Oct 2026
Why Most Financial Plans Fail the Moment Life Doesn't Go as Planned | EP 138
Every financial plan looks great on the day you build it. The real test, says Chris Everett of Everett Wealth Solutions, is whether it still works five, ten, or twenty years later — after inflation has taken a bite, after tax law has changed, after life throws something at you that wasn't in the spreadsheet. In this solo episode,
Chris reframes what a good financial plan actually is: not a prediction that markets behave a certain way, but something built to absorb what you can't predict and keep functioning anyway. She walks through three questions to pressure-test your own plan against — inflation running hotter than expected, a significant change in tax rates, and a year of disrupted income — and explains why plans built only for the best case aren't really plans at all.
Book a free 20–30 minute Pre-Discover Session at https://go.everettwealthsolutions.com/widget/bookings/pre-discover-session (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.
14 Oct 2026
From a 7X Private Equity Exit to Bootstrapping an AI Startup | EP 137
Ravi Teja Bommireddipalli spent three decades leading enterprise technology companies, most recently as Chairman and CEO of Robosoft Technologies, where he grew the business sevenfold, moved EBITDA from negative to the high 20s, and led a successful exit to a $1.5 billion Japanese company after roughly 25 buyers competed for the deal. Rather than take another corporate role, he walked away to bootstrap AyattAI, an agentic AI platform, funding it early on with his wife's savings, friends' donated engineering time, and customer revenue.
In this conversation with Chris Everett, Ravi explains why he believes AI agents are becoming "digital employees" inside organizations, what three years of grinding before his 7x growth actually looked like, and the specific financial structure — including registering as a C-Corp instead of an S-Corp — he's using to make his new company venture-ready. Connect with Ravi and AyattAI at ayatt.ai (http://ayatt.ai/).
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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