Explore every episode of the podcast Your Wealth & Beyond: Secrets of Successful Entrepreneurs
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| The Exit Playbook for Business Owners with Scott Snider | 12 Sep 2025 | 00:41:53 | |
For most entrepreneurs, building a business is the dream — but exiting successfully is often an afterthought. Most business owners pour their lives into creating a company only to face regret, financial gaps, or a lack of purpose when it’s time to transition. Today, we’ll uncover what it takes to align your business, personal, and financial goals, so your exit leads not just to financial security, but to significance and fulfillment. Joining me is Scott Snider, President of the Exit Planning Institute (EPI) and a nationally recognized leader in exit planning. Scott started his first business at 17, sold it by 24, and now helps entrepreneurs create transferable value and prepare for life after business ownership. He and his father have grown EPI into a global organization that educates thousands of advisors and empowers business owners to look beyond profit. In our conversation, Scott shares his entrepreneurial journey, including the lessons learned from selling his first company, the emotional hurdles of defining identity outside of business, and why so many owners fail to prepare for what comes next. We discuss the Value Acceleration Methodology™, the importance of building enterprise value through structural, human, social, and customer capital, and why personal planning is just as critical as business strategy. Whether you’re years away from a sale or facing one sooner than expected, this episode will help you reframe your approach to leadership, value creation, and long-term wealth. In this podcast interview, you’ll learn:
Find All Interview Resources Here - www.bayntree.com/116 Download your copy of The Entrepreneur's Financial Planning Checklist! | |||
| The Next AI Revolution with Andrew Amann | 08 Aug 2025 | 00:47:13 | |
AI is transforming business at breakneck speed and most entrepreneurs are struggling to keep up. From clunky chatbots to overwhelming tech stacks, many founders and CEOs are wasting time and money chasing trends instead of building real, scalable solutions. And today’s guest is here to explain how the future of AI is already reshaping the way we do business—and how to stay ahead of the curve. Andrew Amann is a serial entrepreneur who has founded 14 companies and successfully exited three of them. He’s the CEO and co-founder of NineTwoThree Studio, an award-winning AI agency serving major brands like Consumer Reports, SimpliSafe, and Experian. With a background as a nuclear submarine engineer, Andrew brings a unique systems-thinking approach to helping business owners cut through the noise and implement AI solutions that drive real results. In this conversation, we explore why most companies are missing the mark with chatbots, the evolving landscape of content creation, and how leaders can harness AI agents to streamline operations, personalize services, and build lasting value. From managing global development teams to staying ahead of emerging trends, Andrew shares what it truly takes to scale with purpose in today’s rapidly changing digital world. In this podcast interview, you’ll learn:
Find All Interview Resources Here - www.bayntree.com/115 Download your copy of The Entrepreneur's Financial Planning Checklist! | |||
| Lessons from a Reluctant Entrepreneur with Mike Konrad | 11 Jul 2025 | 00:45:22 | |
With 80% of new businesses seemingly destined to fail, the odds are stacked against most entrepreneurs. But today’s guest is on a mission to shift that equation. From overcoming financial hardship and a lawsuit that nearly bankrupted him to reshaping his leadership style and creating a winning team culture, today’s conversation is all about what it takes to build and scale a thriving business. Mike Konrad is the founder and CEO of Aqueous Technologies, a public speaker, podcast host, and author of The Reluctant Entrepreneur. Mike shares his 40-year journey in the electronics manufacturing industry, from leaving his corporate job in the early 90s to create an innovative business through dedication and a core belief that reliability matters. In this conversation, you’ll hear how Mike navigated the operational challenges of entrepreneurship and underwent a profound transformation as a leader. He shares how building a sustainable company required evolving from naivety to knowledge, from arrogance to savvy, and from poor risk assessment to awareness. One of his biggest breakthroughs came when he recognized the need to set aside his ego—the very trait that helped launch the business—to empower others, hire smarter, and scale with intention. In this podcast interview, you’ll learn:
Find All Interview Resources Here - www.bayntree.com/114 Download your copy of The Entrepreneur's Financial Planning Checklist! | |||
| From Family Business to Franchise Empire with Michael Seitz | 13 Jun 2025 | 00:40:57 | |
Big-box pet stores may offer convenience, but they often fall short when it comes to personalized service, expert nutrition advice, and a deeper overall commitment to pet wellness. Today’s guest recognized this gap in the industry and set out to build a franchise model that delivered on all fronts—without sacrificing community values or sustainability. His goal: to empower local pet store owners with the tools and support to thrive in a competitive market where natural food and nutrition are expected from pet owners. Michael Seitz is the CEO and Chairman of EarthWise Pet, one of only four national pet retail franchisors in the United States. Since joining his family’s business in 2005, Michael has grown the brand from a handful of stores into a nationwide operation with over 200 retail locations and a rapidly growing mobile grooming platform. His unconventional journey has shaped a unique, people-first approach to scaling a multi billion dollar franchising business in the pet industry. In this episode, Michael shares how EarthWise Pet has differentiated itself through holistic nutrition, pet services, and sustainable sourcing. He shares his expertise on what it truly takes to scale a successful franchise, why mobile grooming services are now a multi-million-dollar growth engine. In this podcast interview, you’ll learn:
Find All Interview Resources Here - www.bayntree.com/113
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| Finding Purpose and Optimyzing Your Life with Michael Rovellio | 09 May 2025 | 01:16:13 | |
After years of service in the U.S. Navy, and a successful career in the corporate world, Michael Roviello found himself battling crippling neck and back pain. This led to a less-than-successful surgery and self-medicating with alcohol and prescription pain meds. When faced with the prospect of having another surgery, he embarked on a healing journey that didn't come with more prescriptions or procedures, but through nature, ancient healing traditions, and deep introspection. Today, Michael is the co-founder of Optimyze, a wellness studio in Phoenix, Arizona. Optimyze has become a community that empowers others to take personal responsibility for their physical, mental, and emotional health through natural healing methods. In our conversation, Michael shares how his search for answers led him to meet Wim Hof and leave his corporate job to explore plant medicine, the science, and the benefits of cold plunges, breathwork, and energy practices. This experience ultimately reshaped his view of wellness and how the human body is equipped to deal with stress and health issues naturally and holistically. In this podcast interview, you’ll learn:
More resources and info > https://www.bayntree.com/112 | |||
| Mastering Your Mindset with Michael Kohan | 11 Apr 2025 | 00:46:25 | |
Are you feeling stuck in your personal or professional life, unable to break free from limiting beliefs that hold you back? Many high achievers struggle to find balance and fulfillment, often feeling overwhelmed by stress and self-doubt. In this episode, we dive into proven strategies for transforming your mindset and taking control of your future. Michael Kohan, a certified life coach, speaker, and host of the Your Wellness Yogi podcast, has spent years helping individuals shift their perspectives and cultivate meaningful success. With a background in yoga, mindfulness, and personal development, Michael specializes in guiding entrepreneurs and professionals toward greater clarity and purpose. His work has empowered countless individuals to implement daily habits that drive lasting change. In this conversation, we explore how self-awareness plays a critical role in personal growth, the science behind habit formation, and practical techniques to overcome self-imposed limitations. You’ll also learn how to develop resilience, enhance productivity, and align your daily actions with your long-term goals. If you're ready to take the next step toward unlocking your full potential, this episode is for you.
In this podcast interview, you’ll learn:
Interview Resources:
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| The Purpose-Driven Handbook with Carly Pepin | 21 Mar 2025 | 00:46:26 | |
Many professionals and entrepreneurs struggle with burnout, imposter syndrome, and the challenge of aligning their daily actions with their true passions. Without a clear vision and strategy, it’s easy to lose momentum and feel disconnected from what truly matters. But today’s guest has a proven track record of helping entrepreneurs and business leaders clarify their purpose and build lives that inspire them. Carly Pepin is the Founder and Senior Advisor at West Coast Growth Advisors, a human behavior specialist, coach, and speaker who has spent years helping individuals and business leaders break through mental barriers and unlock their full potential. With a background in behavioral psychology and mindset coaching, Carly has worked with high-level executives, entrepreneurs, and organizations to refine their leadership, streamline their operations, and amplify their impact. In our conversation, Carly shares actionable insights on overcoming self-doubt, applying core values to your decision-making, and avoiding the comparison trap that holds so many back. Whether you’re looking to take your career to the next level or simply want to feel more fulfilled in your daily life, this episode provides a roadmap to get there.
In this podcast interview, you’ll learn:
Interview Resources
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| Elevating The Customer Experience with Blake Morgan | 07 Mar 2025 | 00:48:12 | |
In a rapidly evolving business landscape, customer experience is no longer just a department—it’s a company-wide mindset. How can leaders create a customer-first culture that drives loyalty, improves engagement, and fuels long-term success? Today’s guest, Blake Morgan, is a globally recognized customer experience futurist, keynote speaker, and best-selling author. She has worked with some of the world’s top brands, helping them redefine the customer journey in an era shaped by technology, AI, and changing consumer behaviors. In our conversation, Blake shared insights from her latest book, The Eight Laws of Customer-Focused Leadership, and explained why customer experience is not just about service—it’s about mindset, culture, and operational efficiency. We also discussed the impact of AI on customer relationships and practical strategies that businesses of any size can implement to stay ahead. In this podcast interview, you’ll learn:
Interview Resources
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| Crafting Your Dream Business with Kristin Steele | 21 Feb 2025 | 00:44:21 | |
What does it take to scale a business from the ground up, navigate male-dominated industries, and build a company culture that thrives? As you’ll hear from today’s guest, leaders provide inspiration and remove obstacles to empower their teams. Kristin Steele is a serial entrepreneur and co-founder of Doozy Solutions and Crafted ERP, which are revolutionizing tech solutions for the beverage alcohol industry. With a background in ERP consulting and a keen eye for inefficiencies, she saw an opportunity to modernize an industry still reliant on outdated systems. She took the leap from corporate stability to entrepreneurship, building two companies that transformed operations for craft breweries, wineries, and distilleries across the country. In this episode, Kristin shares how she and her co-founders bootstrapped their companies, the lessons learned while scaling, and why fostering a strong leadership mindset is key to sustainable success. In this podcast interview, you’ll learn:
Interview Resources
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| The Power of Hyperfocus with John Torrens | 07 Feb 2025 | 00:48:53 | |
What if the thing you thought was holding you back was your biggest strength? We’ve learned that over 62% of successful entrepreneurs have some form of ADHD. Struggling with distraction, impulsivity, and the constant pull of new ideas is something many people deal with on a daily basis, but what if they were the keys to your success? That’s why I’m thrilled to be speaking with John Torrens. John is an entrepreneur, professor, and author of Lightning in a Bottle: How Entrepreneurs Can Harness Their ADHD to Win—to explore how neurodiversity can be a superpower in business. With over 25 years of entrepreneurial experience and a deep passion for teaching, John shares his journey of building successful businesses, coaching the next generation of leaders, and optimizing performance while managing ADHD. In our conversation, you’ll learn how to harness ADHD and hyperfocus as a superpower and build a team that balances your strengths. We’ll also dig into the latest science-backed strategies for improving energy, decision-making, and overall leadership. If you’re a high-achiever looking to level up, you’ll love this episode. In this podcast interview, you’ll learn:
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| From Burnout to Breakthrough with Jodi Hume | 24 Jan 2025 | 00:56:00 | |
Entrepreneurship is a rewarding yet challenging journey. Entrepreneurs often feel isolated when working long hours, solving problems, and trying to grow their businesses. Many suffer from a lack of sleep and both mental and physical fatigue, which ultimately can lead to burnout. That's why I'm thrilled to have Jodi Hume on the podcast today. Jodi Hume is the Founder and CEO of At the Core. For over 20 years, she's used neuroscience and performance psychology to help first-time founders and Fortune 150 companies overcome decision fatigue, leadership challenges, and self-sabotage. Jodi focuses on finding a balance between business goals and personal well-being and empowers leaders to unlock their potential while fostering healthier, more productive work environments. In our conversation, Jodi provides tips and strategies for entrepreneurs to create spaces for reflection. If you're looking for ways to recharge your creative energy, build a cohesive leadership team, or overcome imposter syndrome and self-sabotage, this episode provides actionable advice to help you grow both personally and professionally. In this podcast interview, you’ll learn:
Interview Resources | |||
| The Entrepreneur’s Financial Planning Checklist for 2025 with Andrew Rafal | 10 Jan 2025 | 00:28:11 | |
If you’re an entrepreneur, a typical day can feel like you’re juggling a million things and being pulled in a hundred directions. Dealing with marketing, team building, client acquisition… the list goes on. But if your financial planning isn’t dialed in, all that hard work could be for nothing. In this episode, we’re breaking down The Entrepreneur’s Financial Planning Checklist for 2025—a step-by-step guide to ensuring your business is profitable, your taxes are optimized, your cash flow is strong, and your personal wealth is growing. Today, I’ll walk you through some actionable tips and strategies to take control of your finances, avoid the most common pitfalls, and set yourself up for long-term success. Whether you’re just starting out or have been in the game for years, this episode will help you run your business efficiently, save money, create healthy habits to scale your business, and prepare for your exit when you’re ready to retire. Download your copy of The Entrepreneur's Financial Planning Checklist! In this podcast interview, you’ll learn:
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| How to Train Your Mind & Memory at Any Age with Chester Santos | 27 Dec 2024 | 00:54:58 | |
We’ve all been there: you’re at a business conference or a dinner. You get introduced to a handful of people, you introduce yourself, you hear their names, and within two minutes, you completely forget all of them. One person who hasn’t had this problem for years is Chester Santos. Chester won the US Memory Championship over a decade ago and has spent the last 15 years training individuals, business owners, and executives how to use simple tips and strategies to remember names, information, and even entire presentations without notes. You don’t need any innate talent for memorization to be great at it - you simply need to spend a little bit of time training this muscle. Today, Chester joins the podcast to share and demonstrate tactics you can use right now to improve your mind and your memory. In this podcast interview, you’ll learn:
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| Building Brand Authenticity with Veronique James | 13 Dec 2024 | 00:53:58 | |
Entrepreneurs are always looking for an edge to stand out from their competition. One of the best ways to do this is by attracting and retaining driven talent and building a culture and atmosphere that the teams and customers enjoy working with. And that’s precisely what today’s guest has been doing for over two decades. Veronique James is the CEO and founder of the James Agency, a full-service integrated marketing agency in Scottsdale, Arizona, where she’s worked with clients like USA Pickleball, Northern Arizona University, Travel Costa Mesa, and the Phoenix Children’s Foundation, to name just a few. She prides herself on building a respectful, honest, and ego-free environment and helps clients connect their brand to their audience with authenticity. In our conversation, she shared how she finds moments of calm in her hectic schedule, the hard lessons that helped her build a high-performance luxury agency that retains clients and talent, and the mistakes that so many businesses make when trying to find their ideal customers. In this podcast interview, you’ll learn:
Interview Resources
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| Designing Spaces, Building Dreams with Dala Al-Fuwaires | 29 Nov 2024 | 00:44:40 | |
In some ways, building the business of your dreams is like building your dream home. It starts with a concept and vision to create a place where everyone can relax, enjoy themselves, and make great memories in a beautiful space they can't wait to return to. But how do you turn your vision and your story into reality? That's where a professional like today's guest comes in to help. Dala Al-Fuwaires is responsible for some of the most iconic spaces you'll see here in Arizona and around the world. She's the founder, CEO, and principal designer of House of Form, an interior design firm in Phoenix that Dala describes as "experience design" that activates all five senses, helping clients become a go-to hospitality space. Their mission revolves around crafting an accessible form of luxury with an intangible vibe that's ethereal and elusive, all achieved through the medium of impeccable interior design. In our conversation, Dala shares how House of Form has set itself apart from typical design firms and how she helps her clients tell their stories through design. You'll also hear how her clients become clients for life instead of a "one and done" and what she's doing to inspire others, especially women with a passion for entrepreneurship. In this podcast interview, you’ll learn:
Interview Resources
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| Building a Superfan Base with Brittany Hodak | 15 Nov 2024 | 00:43:48 | |
One of the best ways for a business owner to obtain new business is through referrals. It’s really hard to put a value on marketing from word of mouth. Now, imagine the possibilities if most of your clients were singing your company’s praises like fans at a Taylor Swift concert. And that’s why I’m thrilled to share this conversation with Brittany Hodak. Brittany has spent her entire career building superfans. She’s an award winning entrepreneur, author of Creating Superfans, a former Shark Tank participant, Guinness World Record holder, and someone who has helped countless business owners connect with their clients and customers on a deeper level. In today’s episode, you’ll learn all about Brittany’s journey from the music business to corporate branding, what it really means to be a superfan, and her powerful model for creating deep connections that instill confidence to drive referrals, repeat business and growth. Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/101 In this podcast interview, you’ll learn:
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| What the Grateful Dead can Teach us about Business with Brian Mohr | 01 Nov 2024 | 00:53:35 | |
Though many simply think of them as a jam band, the Grateful Dead are one of America’s longest-enduring, most unique, and best-performing businesses. Throughout a career that has lasted over five decades, they have created a culture, a highly profitable business, and a mindset out of organized chaos. Furthermore, they have survived as a leaderless organization and cemented their legacy in the decades following the death of founding guitarist and effective bandleader Jerry Garcia in 1995. If you want to look at numbers for proof, consider the fact that the band made over $50 million almost exclusively from touring and merchandise sales in 1994. Also consider that Dead & Co., the band’s current incarnation led by John Mayer, grossed over $40 million from ticket sales in 2019 and recently wrapped up a residency at the Las Vegas Sphere that grossed over $130M in gross revenue. Joining me on today’s podcast is fellow Deadhead Brian Mohr. Brian is on the national Board of Directors of Conscious Capitalism, Inc., and is the co-founder of anthym, where they use music to help culture-driven organizations create and nurture meaningful relationships amongst their people. So, even if you’ve never connected with their music, throw your preconceived notions out the door as we dive into a conversation about how to develop prestigious brands, create customers for life, and build small businesses thinking seriously about conscious capitalism into massive, life-changing organizations. In this podcast interview, you’ll learn:
Interview Resources
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| Purpose, Passion and Pajamas with Genevieve Piturro | 18 Oct 2024 | 00:42:12 | |
Over the last 30 years, Genevieve Pitturo has had an extraordinary journey. She established herself as a television executive in New York City, but soon found herself looking to do something more with her life. This led her to create the Pajama Program, a nonprofit that helps kids that are facing tremendous adversity with housing insecurity and ensures they have equitable access to healthy sleep so they can thrive. Since 2001, they have provided pajamas and books to more than 8 million kids nationwide. In our conversation, you’ll hear why Genevieve’s career in television was leading to feelings of emptiness and why she made the leap to charitable work, how she built a network around her to turn her vision into a thriving charity, and the beauty of giving back to our communities. In this podcast interview, you’ll learn:
Interview Resources
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| Soulful Entrepreneurship with Lexi Godlewski | 04 Oct 2024 | 00:51:46 | |
Discover how to build a thriving business while cultivating a life of purpose and joy. In this episode, I sat down with Lexi Godlewski, a successful entrepreneur who traded the corporate world for the beaches of Oahu. Lexi's journey is a compelling blend of personal transformation and business acumen, offering valuable insights for anyone seeking a more fulfilling path. From overcoming crippling anxiety and self-doubt to building a thriving, values-driven business, Lexi shares her inspiring story with honesty and practical advice. Lexi is a TEDx speaker, a trained business coach, and a certified master marketer who works with business owners to develop a "soultpreneur" mindset. She shares actionable strategies for authentic marketing, building strong communities, and navigating the inevitable challenges of entrepreneurship. Her insights extend beyond the business world, offering a blueprint for a life filled with purpose, joy, and adventure. Lexi's story and practical advice will inspire you to create a life and business you truly love. Her story shares with us a roadmap for a more fulfilling and intentional life and business. In this podcast interview, you’ll learn:
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| Legal Tips for Entrepreneurs with Andy Contiguglia | 20 Sep 2024 | 00:49:03 | |
No matter how big or small your business is, if you’re an entrepreneur, at some point or another, you’re probably going to need a lawyer. It’s easy to overlook important details as you build and scale a business, especially when focused on growing and scaling quickly. Today’s guest, Andy Contiguglia, is a seasoned business attorney from Denver. He has tons of experience working with entrepreneurs of all sizes, and, as an entrepreneur himself, he brings a unique perspective to the value a great attorney can add to your team. In this episode, we get into why you need a great lawyer on your side, the common mistakes entrepreneurs make as they chase their dreams, and how these issues play out across a wide variety of stories from Andy’s 20+ years in this field. In this podcast interview, you’ll learn:
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| Transforming Your Brand with Jamie Windell | 06 Sep 2024 | 00:49:39 | |
When entrepreneurs launch their businesses, their branding and website often leave little to be desired. Creating a website that is functional and is both pleasing to the eye and easy to navigate takes a lot of time and resources that many business owners don’t have when they first get started. And after a few years, the website can start to feel stale and dated. That’s when it’s time for a refresh and to reach out to a professional, like today’s guest. Jamie Windell is the Founder of KHULA™ & Fractional Design PM & Consultant. A self-taught brand and web designer, Jamie has successfully guided over 100 business owners worldwide in transforming their brand image and online presence into something they can be proud of. His goal is to impact and assist 1000 small business owners in their transformation and thrive. In our conversation, you’ll learn the steps that KHULA walks their clients through when it’s time for a brand transformation, some do’s and don’ts for anyone who attempts to create or manage their own website, and why he believes in helping business owners migrate and transfer their domain so they take ownership and improve the security of their website. Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/96 In this podcast interview, you’ll learn:
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| The State Forty Eight Journey with Michael Spangenberg | 23 Aug 2024 | 00:39:04 | |
In today's episode, I'm thrilled to be joined by Michael Spangenberg, CEO and co-founder of State Forty Eight–one of Arizona's most recognizable local apparel brands. Since 2013, Michael and his partners have been sharing clothing for all, inspired by Arizona, through collaborations, screen printing, embroidery, art & branding, and their work. In our conversation, Mike and I dig into the "why" behind his brand, his love for Arizona, and how this side gig turned into a full-time pursuit with fans in Bruce Arians and the Arizona Cardinals, the Diamondbacks, and the Suns organizations. You'll also hear what he's doing now with the State Forty Eight Foundation to empower everyday people with dreams like his. Enjoy! In this podcast interview, you’ll learn:
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| Merging AI & Authenticity to Tell Your Story with Dan Curran | 09 Aug 2024 | 00:44:15 | |
When building a brand, everyone talks about the power of storytelling. These days, however, it’s not as simple as starting a blog and expecting your audience to explode overnight. That’s why people turn to today’s guest, Dan Curran. Dan is a founding partner at Chapters.io, where he works to eliminate the anxieties of book writing through a process that helps people finish manuscripts in 100 days or less, connect with amazing editors, and preserve their wisdom for generations to come. Dan has over a decade of experience working with editorial teams for large financial institutions, especially with financial advisors, and has a deep understanding of how to bring new life to so-called unsexy topics in this complex field. In today’s episode, Dan and I discuss the chaotic state of modern content marketing, how to stand out in a world where everyone has 10,000 notifications and zero attention span, and the technology–including AI–he’s using to help people share their stories and grow audiences right now. In this podcast interview, you’ll learn:
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| Finding Purpose in Every Pint with Megan Greenwood | 26 Jul 2024 | 00:47:36 | |
Today, I’m talking to Megan Greenwood, founder of Greenwood Brewing, where she’s making woman-owned, woman-inspired real beer for all. Megan was an enthusiast and a homebrewer before venturing on her own as an entrepreneur. So, how did she get from Boston to Phoenix and from 8 taps in a garage to 14 taps downtown? In this episode, Megan shares the story of her entrepreneurial journey, the challenges she faced along the way, and why beer has to be better than good to succeed in an ever-crowded industry. Key takeaways:
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| Becoming a Persuasive Speaker: Insights from Terri Sjodin | 12 Jul 2024 | 00:54:34 | |
Please enjoy this relaunch of one of our favorite episodes with Terri Sjodin. Whether you’re an executive speaking in front of your colleagues, an entrepreneur leading a sales presentation, or even just talking with your friends, at some point or another, you’re going to have to speak in public. If you’re like a lot of people, it might terrify you. Fortunately, there are self-proclaimed speech geeks like Terri Sjodin out there in the world to help us improve. Terri has spent the last 30 years working to help people and businesses build and deliver more polished, persuasive, and effective presentations – and, since March, has focused her work on the tools and technologies you can use right now to forge more authentic connections. Today, Terri and I are talking about the shocking mistakes that tons of professionals make when they speak in public, as well as sharing some techniques you can use right now to become a better speaker, no matter where or how you’re meeting. In this episode you’ll learn:
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| Prioritize your Time Like a Celebrity with Tarra Stubbins | 28 Jun 2024 | 00:45:18 | |
When celebrities, musicians, and the ultra-wealthy want toget their time back and become more productive, they call Tarra Stubbins. Tarra made a career providing concierge services and assistance to artists like the Rolling Stones, Lady Gaga, Kiss, and Drake–and now supports a wide range of business owners at the highest level at Take It Easy Personal Concierge. In our conversation, Tarra and I dig into how her pursuit of success as an artist helped her find her lane behind the scenes and what she’s learned about time management and routines from her time around the world’s biggest superstars. You’ll also hear how the most successful people in the world are laser-focused on their goals, projects, and pursuits and how having the right people in executive assistant roles make huge contributions to the success of both CEOs and rock stars, even remotely or virtually. Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/91 Key Takeaways:
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| Building Wealth for You & Your Employees with Brian Hartstein | 14 Jun 2024 | 00:38:38 | |
Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place. In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees. We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own. Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/90 Key takeaways
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| From Perfectionism to Progress with Andrew Rafal | 31 May 2024 | 00:26:20 | |
Life as a business owner doesn't come without daily challenges to overcome. The marketplace is constantly changing with new competition and technology, in addition to managing your team, inbox, and voicemail. So, today's episode is all about the obstacles that most entrepreneurs face in 2024 and the strategies I've used to overcome them. I'll focus on navigating the relentless bombardment of information overload, overcoming perfectionism, and preventing the fear of failure from limiting growth in your business and stunting progress. You'll learn how confronting challenges and being adaptable and resilient are critical to entrepreneurial success in today's fast-paced economy. Key takeaways
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| Good Money: Derrick Kinney's Journey From Planner to Podcaster | 17 May 2024 | 00:58:58 | |
Today's guest is Derrick Kinney. For over 20 years, Derrick has been helping people build wealth and find purpose in life by being better with money. He's the author of the bestseller Good Money Revolution, host of the Good Money Podcast, and creator of the Good Money Framework, where he shares seven easy steps to help people earn more, save more, and give more money to the causes they care deeply about. In the conversation, Derrick shares his story of starting his own financial planning business at the age of 26, the hard lessons he's learned over the 20+ years he's been in the financial industry, and what's changed since shifting his focus to coaching other financial advisors over the last four years. Key Takeaways
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| Chef to CEO: Aaron Chamberlin's Recipe for Success | 03 May 2024 | 00:53:58 | |
Today, I’m talking to my good friend and serial entrepreneur Aaron Chamberlin. Aaron is a well known chef here in the Phoenix area who has owned a number of restaurants, including Saint Francis, Taco Chelo, and Phoenix Public Market, diversified across industries, and achieved success in a field notorious for its extraordinary challenges. In our conversation, Aaron shares lessons from his 37 years in the restaurant business. You’ll hear the story of how he honed his skills under Jean-Georges Vongerichten, why it’s so common for “successful” restaurants to barely turn a profit, and the hard lessons he learned that helped him experience remarkable growth, personally and professionally, since 2018. Key takeaways:
More interview resources can be found on the episode page: https://www.bayntree.com/87 Interview Resources:
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| Into the Storm: Navigating The Entrepreneurial Journey with Ryan Madrid | 19 Apr 2024 | 00:59:48 | |
Today, I’m talking to Ryan Madrid, co-founder of Bison Ventures and host of the Into The Storm Podcast. After leaving corporate America, he joined VIP Mortgage as the Director of Business Development. Before long he was bringing in one billion in mortgage loan sales on his way to being in the area's top 1% of mortgage lending. In this conversation, Ryan talks about his entrepreneurial journey with deep family roots, how Bison Ventures’ corporate culture has helped them become one of Phoenix’s leading mortgage companies, and the power of building a culture to create great client experiences.
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| Meditation, Mindfulness and Living with Intention with Elizabeth Winkler | 05 Apr 2024 | 00:50:43 | |
If you’re growing a business and a family, you’re probably more than a little familiar with moments of chaos. And if you’re listening to this podcast, you probably know how it feels to have too much on your plate and perhaps wondered how to make positive, powerful shifts in the face of big challenges. Today, I’m excited to introduce you to my friend and mentor Elizabeth Winkler. Elizabeth is a Licensed Marriage and Family Therapist and Certified Meditation Teacher, and her work has helped thousands of people all over the world. In today’s episode, we dig into the power of mindfulness, how to start (and stick to) a meditation practice of your own, and how to use these incredible tools to declutter your mind, tap into your superpowers, and approach everything in your life in flow.
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| How the 2024 Election Could Impact the Economy, Your Finances, and Your Retirement Savings | 29 Mar 2024 | 00:21:47 | |
For many people, election years bring a lot of stress. That’s especially true in the most recent elections. Media coverage is 24/7, and there are new polls and promises in the headlines, which can cause uncertainty among investors. So today, I’m jumping on the mic with John Gengle, a Financial Advisor at Bayntree Wealth, to discuss what history has taught us about previous election years and what to expect from this one. In our conversation, you’ll hear how changes to which party is in power rarely lead to a significant impact on the economy, how fixed-income investments have been undervalued, and how Congress plays a more critical role in our tax laws and economy than a new President. Key takeaways:
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Music: The Whole World Crashes Down – Astral Orange | |||
| Challenges, Choices, and Triumphs: An Aussie's American Dream in Arizona with Adrian Heyman | 22 Mar 2024 | 00:47:43 | |
Building a successful career in an incredibly competitive real estate market doesn’t happen by accident, especially when your area of expertise is luxury residential real estate. Today’s guest has climbed to the top and is recognized as one of Arizona’s top real estate advisors. As you’ll hear, tremendous success doesn’t happen without developing great partnerships and long-term relationships. Adrian Heyman is a Real Estate Advisor at The Agency, a luxury real estate firm in Scottsdale, AZ. Adrian was The Agency’s top-producing agent from 2018-2021 and reclaimed the title in 2023. In addition to succeeding in Arizona’s real estate markets, he’s also passionate about the Surfrider Foundation and has built a thriving 25-year partnership with his wife. In this conversation, Adrian shares the story of how he came from Australia’s fitness industry to American real estate, how he achieved success in an incredibly competitive industry with a very high failure rate, and what lies ahead in Arizona’s hot luxury real estate market. Key takeaways:
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| Embracing Authenticity & Fearless Entrepreneurship with Shannon Breen | 08 Mar 2024 | 00:48:59 | |
Making the entrepreneurial leap and leaving Corporate America to create your own business is more than a leap of faith. Most new business owners face trials and tribulations along the way. But those who stick with it and believe in themselves can achieve the growth that makes them a success story worth celebrating. Today’s guest is Shannon Breen, and he has a success story that is definitely worth celebrating. Shannon is the Co-CEO and founder of FreightVana, a digital logistics partner powered by technology and built on trust and transparency. In this conversation, Shannon tells the story of how he fell in love with logistics, the two core components that have led to rapid and exponential business growth, and the power of building a great culture with employees who are empowered to be authentic on social media.
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| Unlocking the Wealth Mindset to Create the Future You Want with Anne Lester | 23 Feb 2024 | 00:47:56 | |
It’s very easy to rack up credit card debt. It’s much more difficult to pay it off and considerably tougher to set yourself up for long-term financial success, to make good long-term decisions, or to avoid falling into classic pitfalls managing debt–especially for younger generations entering the workforce. I’m thrilled to share this conversation with Anne Lester. Anne is a retirement expert, speaker, media commentator, and author of a new book titled How to Save Smart Now for the Future You Want. Anne was the Head of Retirement Solutions for JPMorgan Asset Management for 20 years, where she traveled the country and spoke to tens of thousands of investors. In this episode, Anne shares how she fell in love with the world of finance, why poor financial decisions are often made, and the importance of automating your savings with a 401(k) and creating an emergency savings plan. Key takeaways:
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| Leveraging the Power of AI and LinkedIn to Grow Your Business with Joe Apfelbaum | 09 Feb 2024 | 00:50:28 | |
Today, I’m joined by Joe Apfelbaum. Spoiler alert! This episode is jam-packed with energy and passion. If you’re interested in how AI, ChatGPT and LinkedIn can be used to its full potential to grow your businesses, this episode is for you.. Joe Apfelbaum is an accomplished author, speaker, Certified Google Trainer, and the Founder and CEO of Ajax Union. Joe is a B2B marketing and LinkedIn Expert who has helped over 1,100 clients with digital marketing and getting the most out of LinkedIn. In our conversation, you’ll hear why Joe believes all business owners should get to know how to use AI to their advantage, as well as the free tool he’s developed to increase your exposure and connections on LinkedIn. Above all else, you’ll also hear how passionate Joe is about why it’s important to show up with energy and enthusiasm and how the first step to making a positive change, personally and professionally, is making the commitment to yourself and finding ways to hold yourself accountable.
Key takeaways:
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| How Andrew The Home Buyer Became a Household Name with Kyle Wyloge | 19 Jan 2024 | 00:44:21 | |
Anyone living in Arizona, Nevada, or Utah has likely seen the TV commercials and the billboards for Andrew The Home Buyer. Today, you’ll get a glimpse of the man who created the company that keeps growing year after year. Kyle Wyloge is a serial entrepreneur and the Founder of Andrew the Home Buyer. After several years of grinding in real estate and building his sales team, he decided to create a TV commercial in 2019. This became a pivotal moment in their growth and marketing strategy with more leads coming to them versus the outbound sales model. Fast forward to today, Kyle has scaled the business to where he could purchase 318 properties last year without speaking to a single seller. In our conversation, you’ll hear how valuable it was to get started before the recession in 2008, how they use CRM to forecast future sales with a scoreboard for sales results in real-time, and why saunas and cold plunges have elevated the culture they’ve built, reduced stress and fosters a healthier and happier lifestyle. Key takeaways:
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| The Importance of Financial Literacy with Vince Shorb | 05 Jan 2024 | 00:42:57 | |
It’s fair to say that our education system is flawed, but that’s especially true when it comes to educating kids about money. Financial literacy still isn’t being taught in schools no matter how much we talk about it–and what you do learn is the same stuff that was being taught 20 or 30 years ago. Today’s guest, Vince Shorb, is on a mission to change that. He’s the CEO of the National Financial Educators Council. After spending 15 years in financial services, he’s developed over 2500 financial education programs and is empowering students through financial literacy. Vince’s work has been featured in publications on USA Today, CNBC, Yahoo Finance, Forbes, CNN Money, MarketWatch, Fox Business, Huffington Post, NASDAQ, and Business Insider. In today’s episode, we explore why we have this problem with our education system, how families can teach financial literacy before their kids make major mistakes later in life, and why financial education is so much more than management and budgeting.
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| Helping Small Businesses Build a Powerful Marketing Funnel | 08 Dec 2023 | 00:42:52 | |
Building online businesses is tough–and closing that first deal can make or break your business. So many of us have been there, but today’s guest found a way through–and he’s here to talk about how he did it. Brian is the co-founder of Rotive, a Salesforce partner that helps small businesses automate their processes through the power of Sales Cloud & Pardot. Brian started with Salesforce in his college days, working in sales and eventually becoming an account executive. In today’s episode, we get into how Brian positioned himself, with a unique focus on YouTube, to become an expert in the Salesforce space–and how you can use the same tactics to become an online expert in your field as you grow (or scale) your business.
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| Wild Ride of Serial Entrepreneurship with Travis Rosbach | 10 Nov 2023 | 00:47:24 | |
I’m thrilled to share this conversation with a truly remarkable guest, Travis Rosbach. Travis is a serial entrepreneur, author, coach, speaker and consultant. From his humble beginnings, being raised in a home with very little money to the incredible entrepreneurial journey that has included time as a scuba diving instructor to driving yachts and flying planes, he’s come a long way. Among his many accomplishments, Travis is the inventor and founder of Hydro Flask, one of the largest international brands in the industry today. In this episode, you’ll hear what led Travis to pursue his passion in business, the origin story of how Hydro Flask was created, the early challenges they faced (even when business was booming), and why he believes entrepreneurs are the foundation for growth and prosperity in the US. Key takeaways:
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| Discovering the Wonders of Ayurvedic Medicine with Dr Meghana Thanki | 13 Oct 2023 | 00:45:04 | |
On at least one occasion in your life, you’ve probably heard someone say “Your health is your wealth.” But in practice, what does that really mean? How does holistic health and spirituality impact our wellbeing, and what can we do to live longer, happier lives? I’m thrilled to have Dr. Meghana Thanki on the podcast to help answer these questions. Dr. Thanki is a naturopath who specializes in Ayurvedic medicine, a yoga teacher, the owner of Second Nature Clinic, and the author of The Ayurvedic Lens: Magnifying the Mysteries & Abundance of Life. In today’s conversation, Dr. Thanki and I get into the basics of Ayurvedic medicine, how she works with clients with conditions ranging from skin disorders to cancer, and how embracing simplicity leads to happier and healthier lives. Key takeaways:
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| Creating Connection Through Music with Brian Mohr | 22 Sep 2023 | 00:58:01 | |
A song is a powerful thing. In just seconds, it can take us back to extremely specific memories–where we were, who we were with, what we felt, and what mattered most to us in that very moment. And in our modern world, we’re always struggling to forge deeper, more emotional bonds with everyone around us. Today’s guest, Brian Mohr, understands that well–and is here to talk about his new startup, anthym. He’s working to use music to help culture-driven organizations create and nurture meaningful relationships amongst their people. The last time Brian was on the show, we talked all about what business owners can learn from the Grateful Dead. Today, we’re talking about the power of music, forging meaningful connections in the workplace, and how this powerful work (and the vulnerability it reveals) can make our lives, both in the office and at home, so much better.
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| What To Do If You're Laid Off Near Retirement | 25 Aug 2023 | 00:12:24 | |
Imagine that you’re a few years away from retiring, and you just found out that you’ve been laid off. You’ve been putting money away as best you can, and now you’re really not sure if it’s enough. What do you do?
In today’s episode, Andrew Rafal provides a quick list of actionable steps that you can take immediately to better understand what your financial situation looks like, what pre-retirees should consider after losing health benefits and how to get the most out of your 401(k) as you make the transition to the next phase of your life.
Key takeaways:
Interview Resources _____________________________________________ Subscribe & Learn More! If you'd like to subscribe for future podcast episodes, Your Wealth and Beyond is available on iTunes, Spotify, iHeart Radio, Overcast, Stitcher, and Google Play. · Listen and subscribe: https://linktr.ee/YourWealthandBeyond · Learn about financial planning: http://www.bayntree.com/
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Music: The Whole World Crashes Down – Astral Orange DISCLOSURE: Investment advice offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance services offered separately through Bayntree Planning Group, LLC Bayntree does not provide specific legal or tax advice. Please consult with your tax advisor or legal professional for guidance with your individual situation. | |||
| Estate Planning Mistakes to Avoid with Allison Kierman | 11 Aug 2023 | 00:42:03 | |
When it comes to finding purpose and building wealth, few things matter more than estate planning. While putting it off to tomorrow might seem fine in theory, it could eventually lead to the government making big decisions that could affect your legacy. That’s why I’m thrilled to introduce you to Allison Kierman. Allison has been an estate planning attorney for nearly 20 years, and she has extensive experience helping people understand their goals and the best way to transfer their wealth and legacy. In this episode, you’ll learn all about the common mistakes people make when it comes to estate planning, why a simple written will is almost never enough, and how to build a trust to protect yourself and your assets across generations. In this podcast interview, you’ll learn: · Why thinking you’re invincible and refusing to face the facts is an easy way to set yourself up for disaster later in life. · What happens when a family member leaves nothing but a signed piece of paper deeding out their possessions to their heirs–and why this almost always leads to probate court. · The differences between wills and trusts–and why almost every DIYer misses something. · The importance of having a good team of advisors, when and where attorneys should get involved. · The common misconceptions around protecting inheritance for adult children–and major tax exemptions you can take advantage of along the way.
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| Keeping Up with Inflation by Optimizing your Social Security Benefit with Larry Kotlikoff | 24 Nov 2022 | 01:00:49 | |
When we look at 2022 in the rearview mirror, many of us will remember it as a year of inflation, volatility, and extreme uncertainty. So, in the midst of a massive market contraction and financial upheaval, what can you do to ensure you don’t run out of money–especially when it comes to your Social Security? To help me answer that question, I’m thrilled to welcome Professor Larry Kotlikoff back to the podcast. Larry has written over 19 books, and has a passion for helping people make smart, sound financial decisions. With that in mind, we’re talking about Social Security tips and strategies that can save you hundreds of thousands of dollars. We dig into how inflation directly affects Social Security benefits, the money-losing mistakes that so many people make as they approach retirement age, and what we should be doing to create a better financial future for our children and our country. In this podcast interview, you’ll learn:
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| How to Make Qualified Charitable Distributions Work for You with Sarah Brenner | 06 Oct 2022 | 00:24:19 | |
In today’s episode, we’re talking about Qualified Charitable Distributions (QCD). We’ll be digging into how they work, the do’s and don’ts, and how to make them work for you. And to help leverage QCDs in the best way possible, I’m thrilled to welcome Sarah Brenner to the podcast. Sarah is an IRA Educator and Retirement Distribution Planning Professional. She’s worked with Ed Slott and Company for 7 years and brings over 20 years of experience to this extremely complex field. She’s trained thousands of financial professionals, contributed to several journals and publications and brings a unique legal background to her work. In this conversation, we go deep into QCDs: how to use them, why you should consider using them, and the most common mistakes many retirees make along the way. If you’re close to retirement age or know anyone who’s over the age of 70, I hope you’ll get a lot of value from this episode. In this podcast interview, you’ll learn:
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| A Smarter Way to Tap into Your Home Equity with Matthew Sullivan | 28 Jul 2022 | 00:47:30 | |
If you own a home, it’s probably one of the most valuable assets–if not the most valuable asset–in your portfolio. However, it isn’t always the easiest to extract value from. Today’s guest, Matthew Sullivan, is working to change that. He’s the founder of QuantmRE, where he helps homeowners unlock their equity without taking on any additional debt. He’s also creating new opportunities for investors to invest in the equity in those homes–and is expecting over $1 billion to be created or invested in equity agreements in this year. In today’s episode, we dig into why it’s so hard for homeowners to put their equity to work, what makes QuantmRE different from other investing tools, and how he’s created a unique system that benefits homeowners and investors alike. In this podcast interview, you’ll learn:
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| Achieving Financial Freedom with Jackson Millan | 27 Apr 2022 | 00:49:42 | |
How do you make the most of the guidance and advice out there, especially if you’re a business owner, and get a clear sense of where you’re going to be in three, 10, or even 20 years? Today, I’m excited to talk to the wealth mentor himself, Jackson Millan. Jackson has spent his entire career shaking up the wealth industry. He’s crafted his very own values-based advice model based on what he learned growing up, and he has a deep understanding of how to think effectively about the long term. In this conversation, Jackson and I discuss how he empowers business owners to work toward financial freedom, how to scale and take your business to the next level, and how to create a three-dimensional roadmap designed to make your dreams come true. In this podcast interview, you’ll learn:
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| Gamifying the Stock Market to Teach Young Investors with Myles Gage | 21 Jan 2022 | 00:41:18 | |
One of the issues with our current education system is that we aren’t teaching students about personal finance and investing. So how can we develop and improve financial literacy, especially among younger students? From learning how to invest, understanding the basics of the stock market, and how to effectively save money, it can be pretty overwhelming. My guest today is Myles Gage. He’s an entrepreneur who has been teaching his students about these topics for years. He’s one of the co-founders of Rapunzl Investments–a mobile app aimed to help individuals learn about investing and build confidence before they start purchasing investments on their own. In today’s conversation, Miles and I talk about how students can become more financially literate, how his unique educational experience immersed him in the world of finance from a very young age, and the work he’s doing now to empower Gen Z. In this podcast interview, you’ll learn:
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