Trendbreakers

Trendbreakers

By Steve WatsonBusinessManagement
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Trendbreakers episodes

  • 14: Engineering Real Profit | Tim Christ, Sr. Executive Acct Manager, Express Information Systems

    Steve chats with Tim Christ who is a Senior Executive Account Manager at Express Information Systems as well as a published author with his second book Outgrowing Quickbooks set to be released in September.

    Tim discusses his background in forensic engineering as well as working as a management consultant.  He also discusses different areas that small businesses can focus on to help them as they scale.

    Connect with Tim: https://www.linkedin.com/in/timothydavidchrist/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

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    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    42 min
  • 13: How to offer a pay-as-you-go benefits plan for a small group | Niko Caparisos, Stimulus for Business Initiative

    Steve chats with Niko Caparisos, Advisor, Stimulus for Business Initiative about a plan that allows small employers down to 2 employees to create a pay-as-you-go (ie self-funded) health insurance plan. 

    Niko explains why the initiative was created and how it works as well as how other brokers can help use this as a solution for their clients.

    Connect with Niko: https://www.linkedin.com/in/nikocaparisos/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

    *************************
    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    42 min
  • 12: How and why you should build your personal brand | Sharon Tiger, Creator, sharontiger.com

    Steve chats with Sharon Tiger, Creator of sharontiger.com about her personal journey building her brand while she was working full-time at a company.  She talks about how to do it as well as the benefits of having a personal brand.

    Sharon also shares stories about how companies can do a better job marketing and improving their sales processes.

    Connect with Sharon: https://www.linkedin.com/in/sharontiger/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

    *************************
    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    40 min
  • 11: How do companies get in trouble with their 401k plans and what to do about it? | Veronica Bray, Expert Witness and CEO of Retirement Plan Advisor Search

    Steve chats with Veronica Bray, Expert Witness and CEO of Retirement Plan Advisor Search about her work helping employers through the required due diligence process of evaluating their advisors and record keepers. 

    Veronica explains areas where all employers need to be aware of when reviewing their partners.  She lists out important questions to ask and areas to push back on to ensure that you get the best plan in place for your employees.

    Connect with Veronica: https://www.linkedin.com/in/veronica-bray-bb377115/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

    *************************
    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    45 min
  • 10: What's a PBM and why is it important that you learn about them. | Adam Aguilar, Pharmacy Benefit Consultant, APC

    Steve chats with Adam Aguilar, Pharmacy Benefit Consultant, Action Pharmaceutical Consulting about PBMs (pharmacy benefit managers) and why all employers need to understand their role in their employee benefit insurance plans. 

    Connect with Adam:  https://www.linkedin.com/in/adam-aguilar-9024915a/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

    *************************
    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    1 hr 13 min
  • 9: LinkedIn Marketing | Francisco Oller Garcia, Digital Operations & Marketing, BeniComp

    Steve chats with Francisco Oller Garcia, Digital Operations & Marketing, BeniComp.  They talk about Francisco's talent of building meaningful connections on LinkedIn and why it's important for others to learn how to do the same. 

    Francisco also talk about his passion of helping others and how his company BeniComp helps employers break the rising trend of healthcare insurance costs.

    Connect with Francisco:  https://www.linkedin.com/in/francisco-oller-garcia/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

    *************************
    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    39 min
  • 8: Navigating Federal & State Benefits | Frank Cardenas, President, FEDlogic

    Steve chats with Frank Cardenas, President, FEDlogic.  They talk about Frank's passion about helping individuals and families navigate the world of federal and state benefits.  This passion came from helping his sister as well as Frank's time working at the Social Security Administration office.

    Frank explains that he started FEDlogic in order to go above what he could do at the Social Security office to help consult with families on what programs were best for them and how he now helps employers help their employees with which options are best for them.

    Connect with Frank:  https://www.linkedin.com/in/frank-cardenas/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

    *************************
    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    33 min
  • 7: What To Do If You Receive A $99,000 Medical Bill | Michael Juergens, Benefits Consultant, CIA-Leavitt Insurance

    Steve chats with Michael Juergens, Benefit Consultant from CIA-Leavitt Insurance.  They talk about Michael's journey from being an undrafted free agent for the Carolina Panthers to a summer that he received a $99,000 bill for a complication that his son had during birth. 

    Michael also shares how he is now on a mission to help individuals, employees, and employers navigate the healthcare insurance system.  He relates how he helped one recent employer move from a 38% increase to a 17% decrease in annual costs by putting in a a different solution.

    Connect with Michael:  https://www.linkedin.com/in/michael-juergens-60429321/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

    *************************
    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    44 min
  • 6: How Employers Can Get Better Rates | Josh Butler, President, Butler Benefits

    Steve chats with Josh Butler, President of Butler Benefits and Consulting.  In this episode they talk a lot about solutions that can get lower rates than even the large insurance carriers.  Not because the carriers can't get lower rates, but that their incentives are in place to keep rates high. 

    Josh shares the story of helping one employer lower their annual costs by 50%.

    Connect with Josh:  https://www.linkedin.com/in/josh-butler-b9202593/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

    *************************
    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    38 min
  • 5: Helping a Charter School save $100k in Employee Benefit Costs | Dennis Hartin, President, Hartin Dynamics

    Steve chats with Dennis Hartin, President of Hartin Dynamics.  They discuss the ins and outs of the health insurance industry as well as give actionable insights for employers going through renewals for 2021 amid the Covid-19 pandemic.  Dennis shares a story of helping a charter school save $100,000 that they can use to reinvest back into the school. 

    Connect with Dennis:  https://www.linkedin.com/in/dhartin/
    Connect with Steve: https://www.linkedin.com/in/steve-watson-cpa/

    *************************
    Are your employees okay with another year of insurance rate increases?

    Visit Trendbreakers.com to find out more on how I was able to lower the cost of benefits by 1k/employee which allow us to invest those savings back into the company and the employees.

    49 min

About Trendbreakers

From the publisher's feed

I’m Steve Watson CFO / CHRO and I chat with benefit professionals from all over the country in order to share their stories with you.Why? Because the world of employee benefits is complicated. Your…