Episodes

Private Equity Explained What is it? How does it work? How do you get a job in private equity? When do you use equity vs debt? What types of firms should go public rather than stay private? What are the stages of gro...

Life Rewards Effort. Randy & I discussed Leadership, Faith, Family, Personal Growth, Managing Career Success, Being a Star Hurdler in High School, Moving from CA to TX, Advice for Young Salespeople, and the roles both of our...

“Never Pay the First Bill” This is the title of Marshall Allen’s extraordinary book, which empowers working Americans to fight back against unfair medical billing practices and WIN. Marshall came on Self-Funded with Spence...

Allergy season, muscle cars, space shuttle launches...and Dependent Eligibility Audits? Keith Bird, VP of Sales for AmWINS came on the Self-Funded with Spencer Podcast to discuss the fiduciary responsibility that Self-Funded ...

Captives, keynote speaking, employee education, client testimonials, problem-solving, and having skin in the game with your customers, were a few of the many topics Robert Gelb, David Voorhees and I discussed during the final...

How much does surgery cost? How good is my surgeon? Sanjay Prasad MD sits down with me to discuss the answers to both of those questions and more. Sanjay is an Ear, Nose, and Throat surgeon by trade, the Author of "Resettin...

"Healthcare is Fixed" - That is the message Glenn Fisher, serial entrepreneur and Managing Partner of NavMD, is delivering to the employee benefits world. We talk data analytics, acting on these insights, FinTech, and why Gl...

Rachel Strauss joined me in OKC to discuss the vital role of a transparent PBM, such as her employer EHIM. She has been a previous podcast guest (Episode 10), and she is one of the most knowledge people when it comes to Phar...

Modern marketing is evolving, and Trey Hinson of Ocozzio shares everything you need to know about this changing landscape. We covered an array of topics from Self-Funding, Bourbon, LinkedIn Sponsored Posts, The Power of Video...

In installment 3 of my coverage of the True Captive Summit, I sit down with the CEO of Vālenz®, Robert Gelb. "Vālenz® simplifies the complexities of self-insurance for employers through a steadfast commitment to data transpar...

In installment 2 of my coverage of the True Captive Summit, I sit down with Adam Berkowitz of Simpara, and his client Lance Young, of Shine Solar. In this mini-episode, we discuss Lance's experience working in Human Resources...

Episode 38 of Self-Funded with Spencer features Jorge Arzate , CEO and Founder of MAKINA BENEFITS . Jorge joined me on the show to discuss the role of a boutique-style independent TPA and his passion for helping small employe...

I recently took the Self-Funded w/ Spencer Podcast on the road to Oklahoma City where I covered the Future of Business and Benefits Conference, Hosted by True Captive Insurance and Presented by Valenz. In this mini-episode, ...

Dan is the US Head of Sales, Middle Market for Meritain Health. He has an extensive career in Employee Benefits, especially in Self-Funding, and received his CEBS designation through an affiliation with the Wharton School. In...

One of the most neglected parts of our healthcare system in the last few years has been the lack of availability in virtual mental/behavioral health support for employees. In this episode, Mike Kohl of Vida Health joined me t...

Erik Templin is Executive Vice President at Brown & Brown. He is one of the most knowledgeable people in our industry, and the person responsible for introducing me to the concept of self-funding. He's also an outstanding str...

Allison is the Founder of Altiqe Consulting, a boutique employee benefits consulting firm out of San Antonio, Texas. Allison is easily one of the most innovative EB consultants I know, and also a podcast host herself, with he...

Chris Fisher is the Founder of BenefitsAlly and the creator of the 3x3x3 podcast series. Chris has alway had a finger on the pulse of what’s new and innovative in the insurance space, and he’s one of the most connected people...

Megan Chiarello and Andy Neary join me in the studio to discuss how to maximize your efforts on LinkedIn. If you are a salesperson, an entrepreneur, a marketing specialist, and insurance broker, or just someone that wants to ...

Chetara Brisbon is the Director of Growth for Nice Healthcare. Chetara flew all the way in from South Carolina to share her story, as well as her company’s value proposition. In the show we talk family, her pursuit of a PhD, ...

Reid Rasmussen came on the show to discuss the origins of freshbenies, what it was like moving from Canada to the US and how our healthcare systems differ, as well as his own original employee benefits show "Brokers in Cars G...

"Captives" Part-2 with David Voorhees, CEO of True Captive Insurance. David stopped by Frisco, TX on his way back to Kansas City and graciously helped me complete the second part of the #captive podcast miniseries. He brings ...

Phil is the Chief Operating Officer of Complete Captive Management Services. He entered the captive world more In 2010, after his 25 years as a Paramedic actually brought him into this world accidentally. Phil was one of the...

Geniece is a Principal at EPIC Insurance Brokers, and has spent her entire year in the employee benefits and consulting space. In this episode, we discussed her perspective on self-funding, as well as her interest in cryptocu...