Beyond the Numbers copertina

Beyond the Numbers

Beyond the Numbers

Di: Chris Everett
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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.2026 Chris Everett Economia Finanza personale
  • From a 7X Private Equity Exit to Bootstrapping an AI Startup | EP 137
    Oct 14 2026

    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.

    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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    58 min
  • 10 Minutes, Not 3 Hours: A Portugal-Based Ex-BigLaw Attorney on Building AI for Lawyers | EP 135
    Sep 30 2026

    Luís Alves Dias spent nearly a decade inside international law firms before deciding the way legal work gets done didn't have to stay the same. In 2021 — before the current AI wave hit — he and his co-founders bootstrapped Legau, a generative AI tool built to support the full legal drafting cycle from inside the software lawyers already use: Word, Outlook, iManage, and NetDocuments.

    In this conversation with Chris Everett, Luís shares the moment he drafted a shareholders' agreement for a friend in 10 minutes instead of the usual 3 hours, and why the real value wasn't the time savings — it was being present with his client instead of buried in the document.

    He also opens up about what he wishes someone had told him about the financial side of leaving a stable law career to found a company: build the personal cushion first, both for the safety net and for the freedom it gives you to make decisions without fear.

    Connect with Luís and Legau at legau.com.

    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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    48 min
  • Why Two Identical Portfolios Can End Up in Completely Different Places | EP 136
    Oct 7 2026

    Most people think building real wealth comes down to picking better investments. It doesn't. In this episode, Chris Everett of Everett Wealth Solutions explains why structure — not returns — is what actually determines whether wealth survives taxes, life events, and time. Two people can hold the exact same portfolio and end up in very different financial positions, because one built a structure around it and the other didn't.

    Chris walks through what that structure actually includes: how accounts are titled, how a tax situation is coordinated with investments, whether an estate plan is actually connected to an investment plan, and where risk management and insurance planning fit in. She closes with three questions listeners can ask about their own plan's structure today. No client of Everett Wealth Solutions is ever required to use any particular insurance provider, including Everett & Associates.

    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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    3 min
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