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Episodes

March 28, 2023

ICHRA Explained - Individual Coverage HRA's - Take Command

ICHRA Explained - Everything You Need to Know About Individual Coverage HRA's with Kyle Estep Self-Funded with Spencer, hosted by Spencer Smith, is a podcast for those looking to strategically navigate the complex landscape ...

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March 21, 2023

Captives - "Essential Stability, Desired Flexibility" - Kari Niblack …

Welcome to Self-Funded with Spencer, a podcast that explores how employers can most effectively manage their health plan costs by "Self-Funding" their insurance. In this episode, Spencer talks to Kari L. Niblack, Esq. from Bl...

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March 14, 2023

Large Group Self-Funding - Travis Sartain - Marsh McLennan Agency (MM…

This is a great episode for anyone interested in what it is like to succeed within the largest insurance brokerage in the United States. Travis is EVP at Marsh McLennan Agency (MMA). Travis was an exceptional wrestler in high...

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Feb. 28, 2023

The Black & White Truth of Benefits Leadership - Kareim Cade & Andy N…

The Black & White Truth with Kareim Cade and Andy Neary. This episode features the duo of: 1) Kareim Cade - Owner and CEO of the Great Lakes Benefits Group 2) Andy Neary - Founder of Complete Game Consulting Together they mak...

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Feb. 22, 2023

Benefits Consulting at Scale - Jason Scott - Alliant Insurance Servic…

Jason Scott is First Vice President for Alliant Insurance Services in Dallas, TX. Jason originally learned the art of sales from his Dad, who taught him how to sell without being "sales-y". He also taught Jason the power of ...

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Feb. 14, 2023

Medxoom - One App To Connect It All! - Pricing, Communications & Paym…

Can one app manage pricing, communications, and payments for health plans? In short, YES! Medxoom "unifies member identity, pricing, communication and payments into one, easy-to-use app". For Episode 82, my guest is James th...

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Jan. 31, 2023

Price Transparency and Data-Driven Healthcare with Handl Health

Join me as I sat down with Ahmed Marmoush, Founder and CEO of Handl Health to hear his story, and learn more about Handl Health. Ahmed was born in Egypt but grew up in New Zealand, where he studied at the University of Auckla...

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Jan. 24, 2023

The Direct Primary Care Revolution - Andy Bonner - President & CEO of…

This episode is focused on the topic of Direct Primary Care, also known as "DPC". The DPC model transforms primary care into a membership-based model, rather than the traditional fee-for-service model. The goal is to provide ...

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Jan. 17, 2023

Building a 100-Year Company | Gabe Draper | Factur

This episode is all about entrepreneurship. The highs and the lows, and everything in between. Gabe knew he was going to be an entrepreneur from an early age, recalling that he didn't get the best grades, didn't love to foll...

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Jan. 12, 2023

Gap Supplemental Medical Plans - Josh Sullivan of Morgan White Group

Josh Sullivan is a Territory Manager for Morgan White Group, which creates and delivers innovative insurance products to the marketplace. Even though they have a full suite of solutions, for today's episode, we specifically...

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Jan. 4, 2023

A Renaissance in Employee Benefits with Chris Hamilton

There is a better way to construct a healthcare plan, and that is why I had Chris Hamilton, Partner at Hotchkiss Insurance back on the @SelfFunded with Spencer podcast after spending the last episode discussing Sales Best P...

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Dec. 29, 2022

Entrepreneurship in Autism Therapy - Derek Barrows of Belay On Autism…

Entrepreneurship in Autism Therapy - Derek Barrows of Belay On Autism Services Derek is the Founder and CEO of Belay On Autism Services, which offers Applied Behavior Analysis (ABA) therapy for children diagnosed with autism...

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Dec. 20, 2022

Making Sense of the PBM World with Brian Shonat of Goodroot

Brian is an AVP of Business Development at Goodroot. "Goodroot is a community of companies committed to reinventing healthcare one system at a time." In this episode, we specifically focus on two of the solutions that Brian r...

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Dec. 13, 2022

Becoming Unstoppable in SaaS - TK Kader

How to Become Unstoppable in SaaS with TK Kader TK Kader is my latest guest on the @SelfFunded with Spencer podcast, where we discussed his successful track record as a SaaS entrepreneur, his company called "Unstoppable" wh...

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Nov. 29, 2022

Patient Advocacy with Graith Care CEO Priscilla Romans

I sat down with the CEO and Founder, Priscilla Romans to discuss the origin story of Graith Care, and how they are fighting every single day on behalf of Americans to ensure they are getting the best possible care for their u...

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Nov. 17, 2022

A Fiduciary's Guide to Data Analytics with Agility Innovation Partner…

A Fiduciary's Guide to Data Analytics with Agility Innovation Partners. This episode is a follow-up to my video "The Consolidated Appropriations Act 101 - Comply or Die?" The Consolidated Appropriations Act, otherwise known a...

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Nov. 15, 2022

The CAA - Consolidated Appropriations Act 101 - Drew Kalestad & Tony …

The Consolidated Appropriations Act 101 - Comply or Die? The Consolidated Appropriations Act, otherwise known as the CAA, established protections for consumers related to surprise billing and transparency in health care. Up...

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Nov. 8, 2022

How to Pick the Best Health Insurance Plan - Sarah Michalczuk - Predi…

Sarah is the Founder and CEO of Predictabill, a company that allows you to "compare the health insurance you have with what you could get, and see what’s different since last year." With Predictabill you can analyze options...

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Nov. 3, 2022

Caregiver Support with Cariloop - Michael Walsh - CEO

Cariloop provides coaching and support for the caregiver. Cariloop has been recently recognized as number 40 in the "Dallas 100", which means they are the 40th fastest growing company in Dallas/Fort Worth! In this episode, I ...

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Nov. 1, 2022

Sales Mastery - Part 3 - Ryan Miller

Sales Mastery - Part 3 - Ryan Miller - Sales Performance Coach Ryan Miller is a highly sought after sales performance coach, and I am grateful that he helped me close out the 3-part miniseries of my podcast on "Sales Mastery"...

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Oct. 25, 2022

Sales Mastery - Part 2 - Chris Hamilton - Hotchkiss Insurance

Chris Hamilton is a Partner at Hotchkiss Insurance. He is also one of the best sales consultants I have met in the employee benefits industry, for which many of his peers agree. Chris, like me, didn't get into sales until hi...

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Oct. 18, 2022

Sales Mastery - Part 1 - Jennifer Bryson - Mercer

Sales Mastery - Part 1 - Jennifer Bryson - Mercer This is the first installment of a 3-part series dedicated to sales mastery. Not only is Jennifer Bryson an absolutely lovely human being, she is always a killer producer! She...

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Oct. 12, 2022

How to Manage Your Healthcare Spend - Paul Carter - HMA

Paul Carter is the Chairman/CFO of HMA. Hawaii Mainland Administrators (HMA) is a full service TPA that seeks to be one of the premier managed healthcare organizations in the country through technology and information-based m...

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Oct. 4, 2022

The Metaverse for Business - John Beaman - Elevare Club

The Metaverse for Business with John Beaman of the Elevare Club. In this episode we cover the Elevare Club, the Metaverse, digital transformation, digital real estate, the blockchain, NFT's and more! John not only has a under...

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