Videos

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 growth that impact capital requirements? All of these…

How to make money in private equity. There’s 3 ways to make money in PE. 1) Grow the Business 2) Make it a more valuable business 3) Financial Engineering

Life Rewards Effort. This best sums up the discussion I had with Randy Rider for Episode 43 of Self-Funded with Spencer. Podcast start 2:24 We 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,…

“Never Pay the First Bill” Video Start - 2:30 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 Spencer to discuss: ✍️ His investigative journalism career 📚 His Substack newsletter 📽…

What the heck is a Dependent Audit? A dependent audit, or a dependent eligibility audit, is something a self-funded employer does to ensure the dependents enrolled on a health plan are actually eligible to have medical coverage. 2:04 - Podcast Start Keith Bird, VP of Sales for AmWINS came on…

I had the pleasure of sitting down with not 1, but 2 CEO's of innovative healthcare/employee benefits companies to discuss 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…

How good is my surgeon? How much will my surgery cost? Is my surgery necessary? Sanjay Prasad MD sits down with me to discuss the answers to both of those questions and more. Sanjay is a Neurotologist and Head and Neck Cranial base surgeon by trade, the author of "Resetting…

"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 Glenn was attracted to the Healthcare space initially. Beyond the technical nature of his business,…

The top 10 reasons from a sales perspective why you should start a podcast. Let's taco 'bout it. 0:00 Start 0:18 Immediate Brand Recognition 0:37 Invite people to your the Table 1:08 Association with experts/expertise 1:34 Represent your values to the world 2:04 Control the conversation 2:44 You’re selling value,…

Transparent PBM's are becoming more popular in the employee benefits world, and Rachel Strauss of EHIM sat down with me for installment 4 of Self-Funded w/ Spencer on the Road. Rachel discuss the problem with "rebates", and now employers view them as free money. It's no different than getting money…

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 for Marketing, Personalized Prospecting, the Decentralization of Healthcare Solutions, Storytelling, and so much more! This…

Keynote speaking, overcoming travel issues, music as an aid in preparation, passion for what you do, and ultimately how to deliver best in class benefit design and selection are all things we cover in installment 3 of my coverage of the True Captive Summit, I sit down with the CEO…

The Medium is the Message. Social Media, placemats, etc...what are the most effective mediums for marketing & communication? Trey Hinson says VIDEO. This segment is taken from the Episode 39 of Self-Funded w/ Spencer Podcast (released 3/22/22), featuring the COO of Ocozzio, Trey Hinson. "The medium is the message" is…

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 and how his partnership with Simpara inspired Shine Solar to transition from…

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 employers take control of their healthcare spend. We had conversations about discipline as an…

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, I sat down with the CEO of True Captive, David Vorhees, to discuss the…

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 particular, this episode focuses on the advanced role of a TPA for self-funded groups,…

In this clip, Daniel P. Day of Meritain Health describes how the open architecture model of a Third Party Administrator - aka a TPA - is similar to that of a Gaming PC

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 to discuss whole person healthcare, which includes a heavy emphasis on getting…