Podcasts

Benefits Breakdown: Choosing the Right Plans for You and Your Family

Amelia Trujillo and Bryce McLain break down the key terms behind open enrollment and share practical ways to compare plans and save on healthcare costs all year long.

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Financial Foundations: Budgeting, Investing, and Making Your Money Work for You

Mike Rankin and Sam Launder walk through the building blocks of financial wellness — budgeting, emergency funds, credit card debt, and smart 401(k) strategies — to help listeners build a stronger financial foundation.

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Is a PEO Right for You?

Henry Levis talks with PEO consulting expert Chad Todora about what Professional Employer Organizations really offer — and how employers can separate fact from sales pitch.

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Making the Move to Self-Funded Health Plans

Mike Rankin and underwriting consultant Scott Swango explain how employers can move from fully insured to self-funded health coverage—and why it might save real money.

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A Smarter Approach to Employee Health Navigation

Mike Rankin talks with Kristin Conti of CareGuides about how biometric screening and individualized follow-up coaching are helping employees catch and reverse early signs of metabolic syndrome.

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The Journey to Becoming a Modern Finance Leader with Brennan De Raad

Brennan De Raad explores how fractional CFO and controller services help business owners reduce chaos, improve financial clarity, and scale with confidence.

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