Author name: Bev

#153 The Millionaire‑Next‑Door Playbook w/ Dillon Widdows, Financial Advisor, Accelerated Wealth

https://youtu.be/dRakivItNGc Dillon Widdows is a Senior Wealth Advisor at Accelerated Wealth who steers $85 million in client assets with a fiduciary mindset shaped by Fisher Investments and hard-won lessons from the 2008 crash. He now helps “millionaire-next-door” retirees turn disciplined saving into durable income and true financial contentment. In this episode, Chris and Dillon discuss: […]

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#161 Building the Blueprint for Global Open Banking w/ Chris Michael, Co-CEO of Ozone API

https://youtu.be/EvO0fkKQjHY Tired of clunky, outdated banking systems? Chris Michael, Co-CEO of Ozone API, helped design the UK’s original open banking standards — now copied and adapted worldwide. Today, Ozone provides banks and regulators with the infrastructure to make open banking and open finance work seamlessly, securely, and at scale. In this episode, Chris shares the

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#159 Cracking the Code of Hormones: How PROOV Helps Women Thrive with Dr. Amy Beckley

https://youtu.be/ry1HR3Ldw1g In this episode, Amy shares her powerful personal journey, why progesterone and hormone balance are essential, and how hormone testing can transform fertility, productivity, and quality of life. Whether you’re planning for a family, navigating perimenopause, or simply want to understand the “fifth vital sign” of women’s health, this conversation will open your eyes.

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#158 Becoming the Shopify of Trust w/ Andrew McLeod, Co-Founder & CEO of Certn

https://youtu.be/AwoXFzqnyhY Tired of slow, outdated background checks? Andrew McLeod, Co-Founder & CEO of Certn, is on a mission to reimagine trust in hiring, identity verification, and global mobility. Under his leadership, Certn has grown into one of Canada’s fastest-scaling tech companies — backed by Deloitte’s Fast 50, LinkedIn Top Startups, and KPMG’s Canadian Tech Innovator

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#157 How Keeper Is Disrupting Tax Prep for High-Earners & Small Business Owners w/ David Kang

https://youtu.be/Z2don1YkAAM  Tired of TurboTax and outdated accounting software? David Kang, Founder & CEO of Keeper — a tech-enabled tax preparation service pairing clients with top accountants while using AI to automate the busywork. David shares how Keeper has grown to serve 40,000+ clients a year, why 75% of accountants retiring soon is a massive

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#151 Building the World’s Largest Customer Database w/ Bastian Bergmann, Founder & COO, Solsten

https://youtu.be/UB8poRq_f_U Bastian Bergmann fuses psychological science with AI to help global brands truly understand their customers. As Cofounder and COO of Solsten, he turns deep audience insights into healthier, high‑performing experiences. In this episode, Chris and Bastian discuss: Slashing user‑acquisition costs by 25% with psychology‑led ads The new moderation trend and what it means for

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#149 How to Hook Viewers in 10 Seconds w/ Jim Dubensky, Co‑Founder/Dir. & Writer, Get Real Content

https://youtu.be/Hbr7AVbMPPU Jim Dubensky is the creative force behind Get Real Content, where he turns Fortune‑500 storytelling into scroll‑stopping video. With two decades on shows for Apple+, Discovery, MTV/VH1, and YouTube Red, Jim now helps brands capture that same binge‑worthy magic—on any budget. In this episode, Chris and Jim discuss: TV “act‑break” tricks that hook viewers in

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#75 Overcoming the Challenges of Starting Out w/ Andrew Betts, Partner, Bickling Financial Services

https://youtu.be/TnuUJU5ZS9I Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families. Andy keeps business owners and managers on track by researching and

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#145 Building a Fiduciary Firm Clients Trust w/ Stephen Nelson, Partner & SWM, Mills Wealth Advisors

https://youtu.be/hIvuwUG3xVU Stephen Nelson is Partner & Senior Wealth Manager at Mills Wealth Advisors, guiding business owners through complex financial decisions with a $450 million AUM perspective. His fiduciary mindset, deep investment discipline, and process-driven approach turn entrepreneurial success into generational security. In this episode, Chris and Stephen discuss: Why a unanimous three-person investment committee beats

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#144 From Higher-Ed to High-Value Planning w/ Nev Kraguljevic, Financial Planner, Elephant Corner

https://youtu.be/Es_H3Fzanis Nev Kraguljevic, MBA, CSLP® is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today, Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth. In this

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