What does it take to lead under extreme pressure — and still build a life of purpose, fulfillment, and legacy?

In this episode of Beyond the Numbers, fiduciary financial planner Chris Everett sits down with Sean Patton — former U.S. Army Special Forces (Green Beret) commander, Novus Global executive coach, keynote speaker, entrepreneur, and author of A Warrior’s Mindset: Six Keys to Greatness.

Sean breaks down why real leadership isn’t a checklist — it’s a way of being. From West Point to combat deployments to building businesses after leaving the military, Sean shares the hard-earned lessons behind self-leadership, identity, resilience, and the long game of success.

You’ll hear:

• Why self-leadership comes before leading anyone else • How trust is built through vulnerability and modeled feedback (not “open door” policies) • The reality of transitioning from military purpose to civilian uncertainty • Sean’s honest story of over-leverage, burnout, bankruptcy — and rebuilding • Why wealth without purpose still feels empty • How to align vision, strategy, and mindset — including money decisions • A practical way to reframe limiting beliefs by weighing the short-term payoff vs long-term cost • How to start building legacy today, not someday

If you’re a leader, entrepreneur, veteran, or anyone trying to build a life that actually works — this conversation will challenge you in the best way.

📌 Learn more about Sean: • Website: NoLimitLeadership.net • Book: A Warrior’s Mindset: Six Keys to Greatness (Amazon) • Podcast: No Limit Leadership • LinkedIn: Sean Patton

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Chapters / Timestamps 00:00 Podcast Mission 00:35 Meet Sean Patton 02:10 West Point Leadership Lessons 03:51 Special Forces Team Trust 06:14 Culture of Feedback 09:11 Leaving the Military 11:38 Identity Beyond the Uniform 15:37 Entrepreneurship Burnout 20:43 Failure Builds Greatness 23:14 Wealth and Fulfillment 24:17 Fulfillment Through Service 25:39 Find Purpose Nearby 27:08 Mission First Business 32:10 Integrity With Money 34:35 Discipline And Patience 37:30 Rewrite Money Beliefs 42:54 Legacy And Next Steps

#BeyondTheNumbers #Leadership #WarriorsMindset #SeanPatton #ChrisEverett #Veterans #ExecutiveCoaching #Entrepreneurship #Purpose #Legacy #Mindset #PersonalGrowth #FinancialPlanning

Beyond the Numbers: How CAST Water Safety Foundation Teaches Toddlers to Self-Rescue with Liz Hubbert

What if the “water baby” dunking we see on vacation is actually teaching toddlers something dangerous—like believing an adult will always be there to pull them up for air?

In this episode of Beyond the Numbers, host Chris Everett sits down with Liz Hubbert, leader of the CAST Water Safety Foundation, to share the pivotal poolside moment that changed everything—and launched a mission to help children become aquatic problem solvers.

Liz explains how self-rescue swim instruction (including ISR and similar programs) uses six weeks of daily, private 10-minute lessons to teach even very young kids how to swim, float, find air, and practice fully clothed—skills designed to prevent drowning, the leading cause of death for children ages 1–4, with many incidents occurring during non-swim time.

CAST’s model is equally unique: ✅ Operates under the Innovative Lavin Family Foundation umbrella (connected to the Alberto Culver family) ✅ Works with ~35 partner instructors across the country ✅ Directs 100% of donations to swim lessons + safety education ✅ Offers scholarships for teachers, nurses, first responders, military families, children with special needs, and families with income-based need

Liz also shares CAST’s collaboration with the University of Alabama at Birmingham’s Youth Safety Lab on a published study on 1-year-old water competency, plus practical safety guidance every caregiver should know—like proper pool fencing and checking water first if a child is missing.

Learn more, find programs, and locate instructors: castwatersafety.org

⏱️ Timestamps 00:00 Podcast Intro 00:40 Poolside Wake Up Call 03:12 Discovering ISR Lessons 06:30 Six Weeks to Self Rescue 08:22 From Teacher to Founder 11:50 Lavin Foundation Model 14:46 Aquatic Problem Solvers 17:42 Confidence Beyond Water 20:14 Community of Swim Families 20:52 Scaling Instructor Quality 22:28 Nationwide Team Impact 23:36 Scholarships and Access 24:55 WGN Stories and Awareness 27:46 Balancing Mission and Family 32:16 Community Culture and Growth 35:02 Water Safety Call to Action 38:46 Closing Thanks and Outro

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#BeyondTheNumbers #WaterSafety #CAST #DrowningPrevention #Parenting #ChildSafety #ISR #SwimLessons #NonprofitLeadership #FamilySafety

In this episode of Beyond the Numbers — where money meets meaning and purpose, host Chris Everett sits down with Brad Jenkins, CFP®, Chief Investment Officer & CEO of MarketGuard, to unpack what it really takes to pursue strong returns without living through stomach-churning volatility.

Brad shares the unlikely origin story that started with him reading the financial section in 7th grade, the moment he realized the industry often prioritizes profits over people, and why he built Market Guard around three pillars: excellence, integrity, and innovation.

You’ll also hear the “cookies” framework behind Brad’s book Cookies and Retirement: A Recipe for Success—a simple way to understand portfolio construction, behavioral risks, and why “time and temperature” matter as much as ingredients.

If you’re an investor who wants clarity, or an advisor evaluating an investment partner, this conversation breaks down what to look for, what questions to ask, and how disciplined downside protection can help clients stay invested when markets get loopy.

🎙️ Guest: Brad Jenkins, CFP® — CIO & CEO, MarketGuard 🎧 Host: Chris Everett — Everett Wealth Solutions

In this episode, we cover: • Why Brad entered wealth management (and what nearly turned him away) • The 3 biggest threats to your money (and why “you” is #1) • What makes Market Guard different: returns with lower volatility • Why “Noah built the ark before it rained” is a risk-management blueprint • How to evaluate a money manager (track record, volatility periods, and skin in the game) • The Mastery Event with leadership strategist & American hero Sean Patton • What’s next: Market Guard’s new index + structured note conversations with major institutions

📌 About the show Beyond the Numbers is where growth-minded professionals talk strategy, legacy, and the financial decisions that shape their future. Hosted by fiduciary financial planner Chris Everett, the podcast explores how people align business growth with personal purpose through intentional wealth-building.

Everett Wealth

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#BeyondTheNumbers #ChrisEverett #BradJenkins #MarketGuard #EverettWealthSolutions #WealthManagement #FinancialPlanning #Investing #PortfolioManagement #RiskManagement #DownsideProtection #Volatility #BehavioralFinance #Fiduciary #RetirementPlanning #FinancialAdvisor #RIA #AssetManagement #Leadership #PurposeDrivenWealth #LegacyBuilding