The Placing You First Podcast spans a diverse spectrum of insurance industry issues to keep you and your clients informed.
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CRC Group Podcasts
Be a part of the only show in Arizona dedicated to the medical and healthcare field covering the latest in news, opportunities and issues affecting our community. The show will have an emphasis placed on the Aging Adults of our community. It is anticipated that by 2020, Arizonans aged 60+ will make up one-quarter of the State’s population, approximately 2.1 million people. Bob’s innovative approach captures an audience that is both progressive and affluent, covering subjects that will give t ...
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The Brandbuilders Podcast with your hosts Scott Dunstan and Brian Young is brought to you by The Dunstan Group, Charlotte’s premier provider of branded merchandise and logo’d apparel. Brandbuilders is produced in partnership with well-run media + marketing. Got an idea for the podcast? Email us at [email protected]
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AI in Banking: The Risk Beyond the Reward
26:10
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26:10ChatGPT reached a million users in just five days, while Bank of America's AI assistant Erica has handled over two billion customer interactions without human intervention. The AI revolution in banking isn't coming—it's already here, transforming how financial institutions operate and creating complex liability questions few insurance policies dire…
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From Policing to Healthcare Innovation: Todd Larson’s Journey with HonorHealth
42:49
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42:49In this episode of Health Futures: Taking Stock in You, Bob Roth sits down with Todd Larson of HonorHealth to explore his remarkable career path from serving as a Scottsdale police officer to leading healthcare innovation. Larson shares how law enforcement shaped his understanding of caregiving, particularly in behavioral health, aging, and dementi…
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Courtney Swift-Copeland, Owner & Creative Director of Salt Paper Studio + Productions, Founder of Rainey Day Media
47:31
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47:31Welcome to The BrandBuilders Podcast! Today, we’re excited to have Courtney Swift-Copeland joining us— she’s the Owner and Creative Director of Salt Paper Studio + Productions, where she leads a powerhouse of a team, delivering full-service photography and video services. Known for her bold approach, collaborative leadership, and relentless pursuit…
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Today on The BrandBuilders Podcast, we’ve got Lou Fresta with us. Lou is Vice President of Sales & Marketing at CRC Industries—a company known for its HUGE line of chemical maintenance products serving industries from automotive to aviation. If you’re a car guy (or gal) you know. With more than 17 years at CRC Industries, Lou is not only an accompl…
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When Rebuilding Costs More: Navigating Residential Reconstruction Risks
31:32
31:32
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31:32Rising construction costs coupled with widespread labor shortages have created a perfect storm for homeowners facing property losses. The gap between insurance coverage and actual rebuilding expenses continues to widen, putting families at significant financial risk.. Mary Roy, Senior Underwriting Team Leader at CRC Group, breaks down the complex f…
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Bringing Compassionate Primary Care to Your Home with Eminence Medical Clinic
41:05
41:05
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41:05In this episode of Health Futures: Taking Stock in You, Bob Roth speaks with Laura Ellis and Leah Echeverri, co-owners of Eminence Medical Clinic. They share how their mobile primary care practice delivers personalized, in-home medical services for patients of all ages, eliminating barriers to care, preventing hospital visits, and supporting famili…
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Protecting Our Seniors: Legal Insights with Paul Sheston
42:53
42:53
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42:53Bob Roth welcomes healthcare defense attorney Paul Sheston to discuss protecting older adults from scams, elder abuse, and preventable harm. From high-stakes trial stories to practical prevention tips, Paul shares how his firm defends care providers, advocates for vulnerable seniors, and leverages technology to reduce risks like falls. Listeners wi…
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On this episode of the award-winning BrandBuilders Podcast, we’ve got Cat Babbie here in the studio with us. Cat is a celebrated fiber artist and entrepreneur whose innovative work is redefining the boundaries of textile and mixed media art. Based here in the Carolinas, Cat explores texture, color, and form, often weaving personal narratives into h…
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Welcome back to the award-winning BrandBuilders Podcast. Our guest today is entrepreneur, athlete, and inspiration– Carson Clough. Carson is the co-founder of Giddy Goat Coffee Roasters, a local favorite coffee company known for its community focus and high-quality coffee craft. Prior to his entrepreneurial journey, Carson was a collegiate lacrosse…
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Hope in the Fight Against Alzheimer’s: Dr. Ganesh Gopalakrishna on Science, Support, and Breakthroughs
44:01
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44:01On this episode of Health Futures: Taking Stock in You, Bob Roth sits down with Dr. Ganesh Gopalakrishna of Banner Alzheimer’s Institute to explore the latest breakthroughs in Alzheimer’s research, including FDA-approved treatments and global clinical trials. They also dive into the emotional toll of caregiving, the power of community support, and …
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Breaking Ground: Introducing Starwind Cannabis
25:26
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25:26In this conversation with Starwind Cannabis leaders Tony McIntosh and Eric Morrison, we unpack why traditional insurance approaches fall short for cannabis operations. From navigating the complex regulatory framework to addressing distinctive risk profiles like high-value crops and cash-heavy transactions, cannabis businesses face challenges that s…
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Planning with Purpose: Elder Law, Advocacy, and Navigating Care with the Lihn Law Group
44:38
44:38
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44:38Attorney Caleb Lihn and licensed social worker Jenny Krulewich of the Lihn Law Group join host Bob Roth to discuss their holistic, client-centered approach to elder law and life care planning. From estate planning and special needs trusts to navigating Arizona's long-term care system (ALTCS), they highlight the importance of advocacy, community, an…
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Welcome back to the award-winning BrandBuilders Podcast. We’ve got Jason Dumas with us in the studio. He’s the principal and founder of FLICK Studios, one of Charlotte’s premier creative production companies. With a background in film, video, and digital media, Jason launched FLICK Studios to help brands, events, and organizations connect with thei…
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Revolutionizing Home Care: Lifeguard Health’s Invisible Safety Net
40:53
40:53
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40:53Bob Roth sits down with Nathanial Findlay, CEO of Lifeguard Health, to explore how Wi-Fi-powered, non-invasive technology is transforming care for older adults. Inspired by his own mother’s care journey, Findlay developed a discreet, data-driven system to detect wellness changes and prevent crises, empowering families, caregivers, and agencies alik…
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414: Courtney Oates & Mark Fontanilla, Tour de Turns
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36:43Welcome back to the award-winning BrandBuilders Podcast. We’ve got Courtney Oates and Mark Fontanilla with us. Courtney Oates is Marketing and Events Director at Nourish Up, and Mark Fontanilla is Event Director for Tour de Turns. The Tour de Turns is a late summer staple, and one of Charlotte’s most loved charity bike rides. The event not only inv…
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Building Villages, Bridging Generations: Sidnee Peck’s Vision for Aging and Community
44:06
44:06
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44:06Entrepreneur and changemaker Sidnee Peck joins Bob Roth to discuss Heirloom Communities, a new intergenerational housing model designed to tackle isolation among older adults and foster youth. From her work in dementia care to women’s health innovation, Sidnee shares how personal experience and entrepreneurial spirit are shaping a future where huma…
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413: Mark Treichler – Classic Speed and Custom
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39:13On this episode of the award-winning BrandBuilders Podcast, we’re excited to welcome Mark Treichler, from Classic Speed and Custom. Mark and his team are the go-to guys for building, restoring, and repairing classic vehicles and performance engines. Classic Speed and Custom has earned a reputation for quality and customer satisfaction—serving autom…
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Severe convective storms are reshaping America's insurance landscape, hitting communities harder and more frequently than ever before. What used to be a defined spring storm season has expanded into a year-round threat, leaving homeowners, businesses, and insurers scrambling to adapt. Join hosts Amanda Knight and Scott Gordon as they dive into the …
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Rewriting the Future of Aging: Serena Dang and the Power of Vali Health
44:07
44:07
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44:07In this episode of Health Futures, Bob Roth welcomes Serena Dang, founder of Vali Health, for a powerful conversation on caregiving, purpose, and innovation. Serena shares how her journey from rural China to Wall Street, and a deeply personal loss, led her to launch tech-driven solutions that support caregivers and home care agencies. From founding…
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On this episode of the BrandBuilders Podcast, we’re honored to welcome MaShonna Hughes, Executive Director and Chief Dignity Officer at Project Outpour. MaShonna is a compassionate, visionary leader with over a decade of experience in the nonprofit and government sectors, and a relentless dedication to social justice, equity, and restoring dignity …
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Personalized Care, Preventive Medicine, and a New Era of Primary Care with Dr. Vin Jain
44:11
44:11
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44:11Dr. Vin Jain of Synergy Health 360 joins Bob Roth to discuss the future of healthcare, where prevention, personalization, and whole-person wellness take center stage. From his training under Dr. Andrew Weil to launching an innovative membership-based model, Jain shares how Synergy Health 360 is reshaping primary care by focusing on mind, body, and …
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On this episode of the BrandBuilders Podcast, we’ve got Garrett Summers, CPA and Owner at Foard and Company. If you don’t know, Foard and Company is an accounting firm serving Charlotte and the surrounding region for over 50 years. Garrett brings a wealth of experience in audit and tax services, with a particular focus on not-for-profit organizatio…
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The CRC Journey: From Solid to Relentless Powerhouse
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13:55
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13:55Six years and 100 episodes later, the Placing You First podcast welcomes back Neil Kessler, CEO of CRC Specialty and Benefits, who was our very first guest in 2019. What a journey it's been! The transformation runs deep—while our collaborative, hustle-driven culture remains intact, we've become an entirely different organization. Perhaps most signi…
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Tech-Enabled Dementia Care: How Home to Stay and AlzBetter Are Redefining Aging in Place
43:55
43:55
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43:55Host Bob Roth is joined by Andrew Dubler of Home to Stay and Gary Skole, CEO of AlzBetter, to explore how tech and training are transforming dementia care. Dubler shares his journey into home care, while Skole recounts the challenging client that led to creating AlzBetter. They dive into the CMS GUIDE program, caregiver respite, and how tools like …
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Today on the BrandBuilders Podcast, we’ve got Ben Levenbaum, founder and CEO of Xceleration here with us. Xceleration has been a major player in enterprise rewards and recognition for over 25 years. Under Ben’s leadership, Xceleration has built a global reputation for its innovative, scalable technology—most notably the RewardStation platform. We’r…
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Tech-Enabled Compassion: Transforming Home Care with Josh Komenda
44:02
44:02
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44:02In this episode of Health Futures: Taking Stock in You, host Bob Roth sits down with health tech entrepreneur and Brightwood Health CEO Josh Komenda. Josh shares his journey from disrupting transportation to revolutionizing home care through technology and heart. Discover how Brightwood is using smart tech and passionate caregivers to help seniors …
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On the award-winning BrandBuilders Podcast, we have David Walker with us, he’s the Commercial Development Officer at Standard Title. As the Southeast’s first specialized commercial title insurance agency, Standard Title empowers clients to secure and finance commercial real estate with confidence. In his role, David plays a key part in driving busi…
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Reimagining Senior Living: Pickleball, Pints & Purpose at Friendship Village
44:43
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44:43Cole Marvin, Executive Director of Friendship Village of Tempe, joins Bob Roth to share how his community is redefining senior living with rooftop pickleball courts, a public restaurant and nano-brewery, and a culture built on fun and connection. He also opens up about his personal journey as a caregiver during his father’s double lung transplant, …
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408: Dave Holtzman – Search Solution Group 408: Dave Holtzman – Search Solution Group
44:18
44:18
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44:18On this episode of the award-winning BrandBuilders Podcast, we’re pleased to welcome Dave Holtzman, President and Partner at Search Solution Group. If you don’t know yet, Search Solution Group is a leading full-service recruiting, staffing, and executive search firm with over 20 years of success. Dave plays a pivotal role in driving the company’s m…
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Driving with Purpose: Veterans, Faith, and Dignity in Senior Care
43:12
43:12
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43:12In this inspiring episode of Health Futures: Taking Stock in You, host Bob Roth welcomes back K.C. Kanaan, co-founder and CEO of Envoy America, for his fifth appearance. Together, they explore how purposeful senior transportation is transforming lives, through faith-based partnerships, veteran hiring, and compassionate companionship. K.C. shares po…
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Who's Watching Your Content? The Changing World of Media Liability Protection
13:42
13:42
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13:42Every business with a social media account now faces media liability exposures that were once limited to publishers and broadcasters. This reality stands at the core of our fascinating conversation with Mario Romero, a professional lines broker specializing in media and entertainment coverage with CRC Group in Los Angeles. The digital transformatio…
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Welcome back to the BrandBuilders Podcast! You know we love talking to folks with new ideas, and we’re excited to welcome Jake Corday to the show today. He’s an innovative entrepreneur revolutionizing in-store marketing with his company Waev. Jake’s platform combines sleek HD digital screens, advanced targeting capabilities, and real-time analytics…
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Unlocking Hope: The Future of Alzheimer's Diagnosis and Treatment
44:06
44:06
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44:06Dr. Anna Burke of Barrow Neurological Institute joins Bob Roth to explore groundbreaking advances in Alzheimer’s care, from monoclonal antibody treatments and AI-powered diagnostics to revolutionary blood tests and prevention-focused clinical trials. Learn how early detection and lifestyle choices are reshaping the future of brain health. #Alzheime…
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Welcome back to the BrandBuilders Podcast! On this episode, we’ve got Matt Sharp with us, a seasoned nonprofit leader and the founder of Sharp Advising. With over 18 years of experience in the nonprofit and higher education sectors, Matt has dedicated his career to empowering organizations to maximize their community impact. Through Sharp Advising,…
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Innovating Aging: Tech, Data, and Compassion Transforming Senior Care
42:31
42:31
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42:31In this episode, Bob Roth and Abbie Richie, tech guru at The Smarter Service, explore cutting-edge technologies reshaping senior living. They discuss how innovation addresses isolation, supports independence, and improves health outcomes for older adults. Featuring insights on tech literacy, exoskeletons, and personalized care solutions, this conve…
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Today on the BrandBuilders Podcast, we’re joined by Joe McMahan– an entrepreneur, passionate runner, and the founder of Azoia Endurance. His company is crafting all-natural energy gels for athletes right here in Charlotte. Joe’s journey is as inspiring as it is impressive: in just two years, he transformed his marathon time from 4:41 to an astonish…
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Shaping the Future of Elder Care: Policy, Innovation & Advocacy in Arizona
44:07
44:07
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44:07On this episode of Health Futures: Taking Stock in You, host Bob Roth is joined by Dave Voepel, CEO of the Arizona Health Care Association, for a dynamic conversation about the future of long-term care. They discuss Arizona’s unique Medicaid model, the critical role of advocacy, and the urgent need to expand services as the state's aging population…
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Welcome back to The BrandBuilders Podcast! Today, we’re honored to have Brigadier General Mark Towne, USA (Ret.), founder of VETS Leadership, LLC, join us. General Towne is a renowned leader with over 34 years of service in the U.S. Army, where he led organizations from small units to large global institutions. His expertise in building trust has b…
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Changing the Way We Age: Innovation, Advocacy & The Help Project
44:26
44:26
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44:26In this episode of Health Futures: Taking Stock in You, Bob Roth sits down with Jamie Roberts, CEO of Arizona LeadingAge and founder of The Help Project, for an inspiring conversation on transforming aging in America. They explore cutting-edge caregiving solutions, legislative advocacy, workforce burnout, and the evolving role of employers in suppo…
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Welcome to another episode of The award-winning BrandBuilders Podcast! Today we’ve got Ashlyn Greer, founder and CEO of Fashivly, here with us. Ashlyn is a fashion influencer and entrepreneur who has revolutionized personal styling with her innovative platform. After spending over a decade in the fashion industry—including roles at Saks Fifth Avenu…
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Protecting the Skin You're In: Sun Safety, Cancer Prevention & the Mission of Peak Dermatology
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44:01On this episode of Health Futures: Taking Stock in You, host Bob Roth welcomes Dr. Christopher Rex, board-certified dermatologist and founder of Peak Dermatology, for a timely discussion on skin health. Dr. Rex shares his powerful journey from Nigeria to rural California and Arizona, where he now treats patients across underserved communities. The …
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402: Hunter Parsons, Hunter Window & Gutter Cleaning
46:31
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46:31Welcome to this episode of The award-winning BrandBuilders Podcast! In the studio with us today is Hunter Parsons, the owner and founder of Hunter Window and Gutter Cleaning. A Charlotte native, Hunter has been serving the community since 1996 with top-notch window cleaning, gutter maintenance, and pressure washing services. Over nearly three decad…
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Uncovering Hidden Challenges: Navigating Problematic Healthcare Exposures
29:43
29:43
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29:43The healthcare insurance landscape is rapidly evolving beyond traditional pain points, creating new challenges for retail agents seeking coverage for specialized risks. From ketamine clinics to advanced med spas, these emerging sectors require specialist navigation to secure appropriate protection. Healthcare has always presented unique insurance c…
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Facing the Fight: Head & Neck Cancer, Prevention, and Innovation with Dr. Chafeek Tomeh
43:41
43:41
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43:41In this compelling episode of Health Futures, host Bob Roth is joined by Dr. Chafeek Tomeh, a head and neck cancer surgeon at Banner MD Anderson. Dr. Tomeh shares his personal journey, demystifies common causes of head and neck cancers—including the rising prevalence of HPV—and offers critical insights on prevention, early detection, and life-savin…
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401: Meredith Robinson, Goodwill Southern Piedmont
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36:56
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36:56Welcome to this episode of The award-winning BrandBuilders Podcast! Today, we have Meredith Robinson in the studio with us. Meredith is the Director of Brand Experience for Goodwill Industries of the Southern Piedmont, an organization that has been transforming lives through the power of work since 1965. As a leader in nonprofit marketing and commu…
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Breaking Barriers: Mental Health, Aging & Evolving Care at Home
40:53
40:53
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40:53In this insightful episode of Health Futures, host Bob Roth welcomes Rebecca Duffy, Clinical Director at evolvedMD, for her third appearance. Together, they explore how embedding behavioral health in primary care is transforming access to mental health services—especially for older adults facing loneliness, depression, and substance misuse. Rebecca…
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Welcome to this episode of the award-winning BrandBuilders Podcast. Today, we’re excited to have Sarah-Kate Pease, Director of Corporate and Community Engagement at Safe Alliance, joining us. Sarah-Kate is a longtime friend, community outreach and nonprofit management pro, and we’re thrilled to have her here on the show.…
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Riding the Silver Tsunami: The Future of Care at Home
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44:54
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44:54On this episode of Health Futures, host Bob Roth sits down with Kristen Duell, founder and CEO of Momentum Healthcare and Technology Consulting, for a powerful conversation on the rapidly aging population and the urgent need to innovate in the home care space. They explore the challenges of workforce development, policy reform, integrated care mode…
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Welcome to The BrandBuilders Podcast! Today, we’re excited to have Megan S. King, Chief Development & Strategy Officer at Camp Southern Ground, joining us. Megan brings a wealth of experience in strategic planning, sponsorship activation, and new business development to her role at this unique organization. If you don’t know about Camp Southern Gro…
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Financial Planning for Long-Term Care: A Conversation with David Monheit
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44:52
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44:52Join host Bob Roth of Cypress Homecare Solutions and guest David Monheit, CPA and financial advisor with Landmark Financial Wealth Management, as they discuss comprehensive financial planning with a focus on aging needs. This episode explores David's journey from CPA to financial advisor, the importance of early long-term care insurance planning, a…
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