Podcasts
The Best Solution for Managing Unknown Risks in Every Industry Ft Clay Ogden
About: Clay explains the claim process for 831(b) plans and mentions some complex scenarios they have encountered, such as supply chain interruptions during the pandemic. He emphasizes the importance of proper implementation and compliance.
The Playbook With David Meltzer
About: In this episode of The Playbook, I sit down with Van Carlson, Founder & CEO at SRA, who shares how his company aids small businesses in managing risks using tools like the 831b tax strategy. Van and I reflect on how we achieved what we have and where we came from. to discuss key business strategies. Van recalls his journey to becoming a successful business owner and underlines that knowing the game's rules can help you win in the business world. We discuss how fear influences our decision-making and the importance of staying informed to avoid pitfalls.
TDW Show feat: CEO of SRA 831(b), Van Carlson, helps doctors & business owners fund their own PPP plans.
About: Chats about the business of medicine! Some podcasts will offer tips about running a medical practice, promoting it, and hiring! Other episodes will interview doctors and other professionals in the medical industry to help you navigate through your business.
TDW Show feat: SRA 831(b) Admin - If you want to add value to your medical clients you need this show!
About: Chats about the business of medicine! Some podcasts will offer tips about running a medical practice, promoting it, and hiring! Other episodes will interview doctors and other professionals in the medical industry to help you navigate through your business.
The Massive Passive Cashflow Podcast
About: The podcast guides professionals to financial prosperity through smart investing strategies. Learn how real investors invest. If you're a professional, you already have skills that you can leverage to build your wealth. With over 30 years of experience, host Gary Wilson shows you how.
NewsTalkSTL - Van Carlson and Tim Jones
About: Spend your afternoon listening to lively discussion, conservative and libertarian views, and fiscally sound policies on The Tim Jones and Chris Arps Show. Tim Jones and Chris Arps try and solve the world’s problems. From breaking down local and national politics to exploring how to create better policies for the taxpayer, Tim and Chris bring a conservative outlook on an ever-changing world.
831(b), The Offspring of a 401K and Health Savings Plan - The Turnkey Brothers Podcast
About: Van and Bre present a well-kept secret of the tax code that will help you mitigate taxes, grow your portfolio, and could save your business through the most hectic times. This insurance policy will morph your business into a Buffalo that not only weathers the storm but turns into it and charges!
Understanding High Risk Business Management with Van Carlson | Market Reconnection
About: This podcast is for the 7 figure business owner that feels like they’re losing touch with the market and want to grow their audience and business but aren’t sure how to reconnect and are scared of competitors putting them out of business. You will learn what it takes to humanize your business, reconnect with the market, engage your audience, grow revenue, and keep your competitors guessing infinitely
Shed Geek Podcast
About: The Shed Geek Podcast offers an in depth analysis of the ever-growing and robust Shed Industry. You will be engaged as you hear amateur and professional personalities discuss topics such as: Shed hauling, sales, marketing, Rent to Own, shed history, shed faith, and much more. Host Shannon Latham is a self proclaimed “Shed Geek” who attempts to take you through discussions that are as exciting as the industry itself.
Digging Deeper Podcast - Risk Management & Having an 831(b) Plan
About: This Digging Deeper Podcast episode discusses the 831(b) tax code and how construction businesses can benefit from setting aside excess cash flow to ensure the uncommon, unforeseen, uninsurable types of risk within a business.
Ed Bryan is writing your financial prescription to success, doc! - The Doctor Whisperer
About: Chats about the business of medicine! Some podcasts will offer tips about running a medical practice, promoting it, and hiring! Other episodes will interview doctors and other professionals in the medical industry to help you navigate through your business.
Davis vs. Goliath Podcast - What is an SRA 831b Account with Van Carlson
About: David Vs Goliath Podcast features some of the top small business CEO’s stories of how they where able to leverage technology or other secrets to not only compete with their big competitors but actually win! In this fun and entertaining format your host Adam DeGraide will keep it interesting, educational and practical. This is a must view podcast for any existing or aspiring entrepreneur who has the desire to FIND, SERVE & KEEP more customers….PROFITABLY.
Parcels of Info: An NDC Podcast
About: “Parcels” of valuable information straight to the healthcare supply chain. This podcast will explore a wide range of topics through engaging, experience-led interviews covering everything from managing manufacturing and distribution to customer engagement and stress management.
Average Joe Finances - The Power of The 831(b) Plan for Small Businesses with Ed Bryan
About: On this podcast we discuss how to create passive income from real estate, investing, side hustles, and more. Our mission is to help people realize their growth potential no matter their income level. This podcast is designed to be an educational tool to help you become financially independent. We want you to beat your debt, build your wealth, and control your future!
Human Capital Innovations - How 831(b) Plans Can Help Businesses Mitigate Risk
About: Maximize your personal and #OrganizationalPotential with the Human Capital Innovations (HCI) Podcast! We're your source for personal, professional, and #OrganizationalGrowth and development. We share our own original #Research, explore #IndustryTrends, and interview executives and thought leaders from across the globe. Join us for practitioner-oriented content around all things #Leadership, #HR, #TalentManagement, #OrganizationalDevelopment, and #ChangeManagement. Podcast Rankings: #5 Workplace; #6 Performance Management; #7 HR ; #11 Talent Management; #14 Personal Development; #25 Leadership
Profit is a Choice - Tax Deferral and Risk Management for your Company
About: Strategize & Grow your 7-Figure Creative Firm. Owning every choice in your business is not for the faint of heart. Each Monday, join Michele Williams, strategic profitability coach for the interior design industry as she interviews guests taking control of their business one decision at a time to increase their profits. If you are an entrepreneur who wants to make money while working in your passion, this is the podcast for you.
Capital Gains Tax Solutions - Risk Management Solutions
About: Thinking of selling your business, investing in real estate, deferring tax, or building long-term wealth? Look no further because you’ve come to the right place. Capital Gains Tax Solutions podcast will help you with EVERYTHING you need! Most business and real estate owners get hammered with 30-50% in capital gains tax when they sell their assets including, businesses, high-end primary homes and investment real estate and so much more. Hosted by Brett Swarts, the goal of this podcast is to make complex tax deferral strategies simple.
Thriving Practice with Tracy Cherpeski
About: Are you caught in the “Entrepreneur Success Trap” of working all the time? Do you want to take your business from good to amazing, yet can’t seem to find the right balance? Join host Tracy Cherpeski, Executive Coach and Mindset Mastery expert, as she interviews entrepreneurs just like you who are figuring out how to create harmony and balance while multiplying their businesses
Anderson Business Advisors - Why Your Business Should Consider 831(b) and Mitigate Risk!
About: Toby Mathis of Anderson Business Advisors talks to Ed Bryan, Director of Business Development at SRA, about weathering the retirement storm by strengthening your business with an 831(b) plan. It’s legal and highly effective for tax deferral today to address tomorrow’s risks.
The Freedom Formula For Physicians
About: The Freedom Formula For Physicians is focused on “financial freedom” and just as importantly, how physicians can engage in a healthy & prosperous mindset! My philosophy is that we can all learn from others and who better to talk to physicians than other physicians and experts in various area. I want to see every physician lower their taxes, destroy their debt, and enjoy a joyous, liberated lifestyle so that they can focus on what they love most- their families, their patients, and the activities that give them joy.
The Business Credit and Financing Show
About: In The Business Credit and Financing Show we tackle all types or topics relating to how you can get business credit and financing to start and grow your business. We also discuss marketing and growth strategies with top influencers and industry experts, to help you start and grow a profitable business.
Compassionate Capitalist
About: Karen Rands is a bestselling author, a nationally recognized expert on angel investing and the founder of the Compassionate Capitalist Movement. This show features conversations with business success experts, venture capitalists and venture catalysts, and leaders from the Angel Investor Community who provide insights on investing and wealth creation through entrepreneur business success.
Ice Cream with Investors
About: "We believe in changing the mindset of how people think about investments and their own personal growth. We talk to successful investors to find out what’s the scoop on how they are investing their money on main street instead of wall street. Walk away from these weekly episodes a more confident investor by making your money work harder for you than you do for it."
Financial Survival Network
About: Looking to plan out your business more efficiently and minimize unforeseen risks? Clay Ogden comes on the show to talk about how you can do this, and essentially “insure” unpredictable obstacles/tragedies that may affect your business. This can be done through 831(b) insurance plants, which allow business owners to take excess profits/revenues. It can be up to 10-15% of your gross revenue; this money is set aside, and can be deferred for the future or invested if you don’t end up using it. Tune in to find out more about how you can stay prepared and protect your business.
Shock Your Potential
About: Risk management has always been an important tool in running any business, particularly when a market experiences turbulent times. Understanding the types of risks that face your business and the mitigation tools available will help you be more strategic with how you cushion yourself and your business against adversity. This is according to Van Carlson, who has been helping business owners to manage risks by simplifying the 831(b) program.
Why We Plan
About: A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit planning, ESOPs, business continuity planning, building transferable value, family transfers, third-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, and building a stronger next-level management team, and much more.
The Hospital Finance
About: If you're concerned about revenue at your hospital, then The Hospital Finance podcast is your go-to source for information and insights that can help you protect and enhance the revenue your hospital has earned. Covering topics that affect hospital reimbursement, healthcare trends, and the regulatory landscape, you’ll get important perspectives, news, and strategies from leading experts in healthcare finance.
THINK Business
About: Every DAY business coach Jon Dwoskin takes a deep dive into a new level of business conversations, interviewing thought leaders to understand the BIG picture of why they are doing what they are doing, and how they are making a difference in the lives they touch. Their stories will inspire and guide you to the next level, shifting your perspective on your own capacity. Get ready to Get Unstuck and Think BIG. VERY BIG!
Be Real Show
About: First-time listeners to Travis’s top-rated podcast the Be Real Show are sure to have at least one “a-ha!” moment and then queue up the rest of the series to hear them all. Be Real podcasts are focused on helping marketers, PR firms, digital agencies, and advertising agencies develop social media strategies for their business.
Behind The Numbers
About: Today’s guest shares a little-known gem in the tax code that offers economic advantages in managing risk. Dave Bookbinder goes Behind The Numbers with Van Carlson, Founder and CEO of SRA 831(b) Admin. In this episode, Van explains the ins and outs of the 831b insurance program and why it is a strategic tool used by the Fortune 500 but also available to smaller companies as well.
Grind Sell Elevate
About: Drawing on deep expertise in marketing and sales, Tyzer partners closely with clients to drive excellence across their businesses. He has the capability and experience to drive growth by transforming and improving existing sales processes, facilitating effective strategies and systems by analyzing metrics, streamline talent optimization, and improving sales force effectiveness.
Self Made Strategies
About: The Self Made Strategies Podcast is a resource for you to learn high-level entrepreneurial concepts and methods for success. We are confident that by giving back to other individuals with an entrepreneurial mindset or spirit, we empower and solidify the community at large. We are givers.
Breakfast Leadership
About: Helping leaders like YOU reduce stress and prevent burnout so that you can focus on what REALLY matters Most! We interview global thought leaders, entrepreneurs, and marketing experts to show the audience the right steps (no shortcuts!) to grow your business and your life.
The Entrepreneur Adventure
About: In your business, which is more valuable to you, your tangible assets or your intangible assets? If you’re like other business owners, your answer is more likely going to be the intangibles. And that is where today’s guest comes in. Van Carlson runs a company that provides risk mitigation plans for small and mid-size businesses, and he’s here to explain why to have a risk management plan and what types of things you can do to plan for the future.
Multiply Your Success
About: You’ve worked hard to build your business and now it’s time to grow. Join Tom DuFore, CEO of Big Sky Franchise Team, each week as he interviews leading entrepreneurs, executives, and experts who share their misses, makes, and multipliers. If you are a growth-minded entrepreneur, investor, or franchise company, then this is the podcast for you. Big Sky Franchise Team is an award-winning consulting firm and its consultants have advised more than 600 clients, including some of the largest companies in the world. Tom has the unique perspective of the “franchise trifecta,” by being a franchisor, a franchisee, and a franchise supplier.
The Manufacturing Executive
About: On The Manufacturing Executive podcast, we’ll explore the strategies and experiences that are driving midsized manufacturers forward. You’ll hear conversations with passionate manufacturing leaders who have compelling stories to share about their successes and struggles. You’ll also hear interviews with B2B Sales and Marketing experts about what’s working on the business development front and how to make these ideas actionable.
The Startup Life: Van Carlson (Founder of Strategic Risk Alternatives)
About: The Startup Life is a show for entrepreneurs wanting to grow their businesses and career-minded professionals looking to scale the corporate ladder. Get ready to receive major value as host Dominic Lawson interviews the best business minds in the world. Marc Randolph (Co-Founder of Netlfix), Tom Golisano (Founder of Paychex), and many others have been featured in many publications from Entrepreneur, Inc Magazine, Forbes, Fast Company, and more. So if you have an idea, be about that life...The Startup Life!
Business Owners Radio: How to manage business risks like a fortune 500 CEO with Van Carlson
About: The show that helps your business grow. Business Owners Radio is where established business owners get the latest strategies, insights, and practices to build a sustainably profitable business. Co-hosts Craig Moen and Shye Gilad offer entrepreneurs the best “ROL” (Return on Listening) on the internet, with episodes featuring dynamic interviews with business experts and strategists, in-depth reviews of important business trends, and innovative technology, frameworks, and tools you can use right now to run your business better.
The Unconventional Path: Ep. 87 - Van Carlson - Founder, Strategic Risk Alternatives
About: Entrepreneurship does not always take the traditional path. In each episode, we try to capture and share the essence of how interesting people sometimes take unconventional paths to build their businesses. We will delve into how they get their inspiration, drive, and persistence. Hear how successful entrepreneurs, who you never heard of, discuss their successful businesses, you never heard of. These are conversations with entrepreneurs who are just like us, ones we can all relate to.
The Entrepreneur Way: Ep. 1580 - Solutions to Manage Risk with Van Carlson
About: Are you an Entrepreneur, Wantrepreneur, or Small Business Owner? Would you like new ideas or insight inspiration that you can apply from successful entrepreneurs? Be our guest and listen to our podcast to discover how other entrepreneurs are getting all of this as they commute, and as they work out in the gym, jog, etc. 7 days a week we interview successful entrepreneurs and talk about their journey to discover their struggle before finding success, the big ideas that made their businesses grow, and their aspirations and ideas for the future. In each episode of The Entrepreneur Way, Neil chats with successful entrepreneurs as they reveal golden nuggets of information and advice.
Answers That Count: Is a Captive Insurance Company a Good Option for Your Business?
About: Host Charles Musgrove discusses the topics that matter to your business. Charles interviews the experts that always deliver the nuggets of knowledge to give your business the edge it needs for success. He covers the hot topics from investments, $15/hour minimum wage, bitcoin, employment law, taxes, and current events impacting the economy and your business. It's a can't miss show for the entrepreneur and those that are striving to get there.
Dental Clinical Companion: 067 - Van Carlson: Strategic Risk Alternatives
About: Van Carlson, CEO of Strategic Risk Alternatives discusses the Dental Protection Plan and its difference and beneficial characteristics relative to existing traditional insurance products. Benefits discussed include patient acceptance, tax advantages, closing gaps in existing coverages, among many others.
Coverager: EP8 – Owning Your Own Insurance Company. Pandemics & Business Interruption
About: Continuing on our theme of using captives to provide pandemic coverage for businesses, I spoke with Clay Ogden and Van Carlson of Strategic Risk Alternatives, a firm dedicated to helping small-to-mid-sized businesses get access to insurance captives. A captive allows businesses to own their own insurance company. A risk management strategy when coverage is non-existent, uneconomical and/or when the business wants to step up their risk management effort.
Anderson Business Advisors: Captive Insurance The BIG Business Tactic YOU Want To KNOW
About: Do you have a “rainy day fund” to deal with the downturn? Risk mitigation is an absolute must for small-to-middle market business owners. Today, Toby Mathis of Anderson Business Advisors talks to Van Carlson of Strategic Risk Alternatives about protecting your business in a downturn economy with captive insurance.
The Physicians Road: Be Like Warren Buffett, Own Your Own Insurance Company; Reduce Your Risk & Your Taxes
About: What do companies like Coca-Cola, Dow Chemical, Nestle, and Sony Corp have in common? Besides being synonymous with their respective industries as well as being multi-national corporations, they each use Captive Insurance as a way to mitigate their own risks and have better control over their taxes each year. Wouldn’t you like to be able to create your own tax-deferred pot of money that can be used to offset some of the risks of practicing medicine as well as being able to decrease your taxable income?
The Insurance Nerds: Profiles in Risk – E88: The Captive Insurance Market With Van Carlson, CEO of Strategic Risk Alternatives
About: I’ve been enamored with captive insurance for most of my insurance career. The ability of insureds to get tax benefits for self-insuring exposure solves a lot of problems when they are unable to 1. acquire insurance for their exposure (dangerous product or industry) or 2. are unable to acquire insurance at a reasonable premium (hard market or misunderstood exposure). In this episode, I discuss all things captive with Van Carlson of Strategic Risk Alternatives.