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Operation Retirement Readiness

Mike Hunsberger & Amy King

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Amy & Mike, 2 CERTIFIED FINANCIAL PLANNER™ Professionals, talk about how military members can prepare for transition and how Veterans can prepare for ultimate retirement. Topics include: military benefits like SGLI, Survivor Benefit Program, Thrift Savings Plan, and GI Bill as well as budgeting, investing, taxes, and college planning. Disclaimer: This podcast represents the views of the hosts and guests. It's for informational purposes only and should not be considered tax, financial, or leg ...
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Effective Revenue Growth. The hottest topic right now in successful B2B companies. So, what better way to help you learn more about Revenue Amplification than listening to insights from leading professionals?We’ve sourced a great lineup of experts who deliver fresh insights on the Strategies, Tools, Process, Analysis, and Alignment that they use. We hope you enjoy the series. Subscribe to get the latest videos straight to your inbox.
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INFLUENCE

Matt Silverman

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What does it really take to make a living (and an impact) on the Internet today? Join Matt Silverman (who has been covering online culture for 15+ years) in conversation with YouTubers, musicians, podcasters, streamers, journalists, TikTokers and more about turning creativity into a job, building community on ever-changing platforms, and their complex relationships with huge online audiences. INFLUENCE is the relaunch of 2 GIRLS 1 PODCAST, a weekly comedy/interview show about fascinating onl ...
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When we report a spammer, a scammer, or online harassment, where does it go? Who decides what gets removed or banned? Bots can do some of the work, but when it comes to messy online emotions, we need human expertise for context and judgement. So who are these heroes? What do they see all day? And how does content moderation work on a global scale, …
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In this episode of the RevAmp podcast, Mark Lerner interviews Mitchell Jones, the Director of Revenue Operations at TapClicks. They discuss various topics related to Lead to Cash and revenue operations. Mitchell shares his background in ad tech and how he transitioned into his current role. Check out this episode to: Gain insights into the concept …
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Episode 15 - Using the Post 9/11 GI Bill Benefit In this show Mike and Amy cover: Mistakes to Avoid when splitting Post 9/11 benefits among multiple beneficiaries (1:31) Advantages of transferring benefits to a spouse rather than children (5:15) Student Aid Index Considerations (6:48) Understanding the schools funding model (8:32) Leveraging the ho…
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When Catie Osborn ( @Catieosaurus ) had a medical emergency, she thought she was losing her mind — perhaps experiencing early onset dementia. But after further evaluation, she got a much different diagnosis: ADHD. Suddenly, her entire life snapped into focus: Intense fixation and extreme boredom, difficulty maintaining friendships, the crushing bur…
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In this episode of the RevAmp podcast, host Mark Lerner is joined by Mike Groeneveld, the VP of Global Sales at EverStage. They discuss Mike's experience as a sales leader and the changes he has witnessed in the sales industry over time. They also touch on the challenges and opportunities that arose during the pandemic and how sales leaders can nav…
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At the age of 7, Jacob Simon set out to become a world-class figure skater. He competed around the world and was training for the Olympics when a dislocated shoulder derailed his career. Devastated but not defeated, he made a conscious choice to focus on the positive. His other skills as a writer and artist came in handy when he started sharing sho…
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GI Bill OverviewIn this show Mike and Amy cover: History of the GI Bill (1:26)Components of Post 9/11 GI Bill (3:21)Post 9/11 GI Bill Tuition Benefit (4:07)Yellow Ribbon Program (5:25)Housing Allowance Benefit (7:31)Length of benefit (10:01)Limitations of the benefit (12:05)Transferring Post 9/11 Benefit (12:37)When beneficiaries must use the benef…
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I'm on vacation this week, but very happy to share this interview we did on another show, with Norman Caruso (The Gaming Historian) back in 2021. If you enjoy games as much as we do, check out "Colette & Matt Have Entered the Chat," wherever you get podcasts: https://haveenteredthechat.com/ -- Original Show Notes from May 28, 2021 -- Norman Caruso,…
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In this episode, of the RevAmp podcast, Mark interviews Colette Molteni, a sales ops professional and speaker, about the importance of emotional intelligence (EQ) in the world of revenue operations (RevOps). They discuss the challenges of remote communication, the impact of EQ on performance success, and practical strategies for improving EQ in the…
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When Mark Malkoff was in 8th grade, he wrote a letter to Phil Hartman, one of his comedy heroes on "Saturday Night Live." He assumed Hartman was too famous and busy to look at fan mail. Except, Hartman *did* respond with a heartfelt note. For Mark, this (and many other encounters) cemented a life-long obsession with comedy and late night TV — so mu…
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In this show, Mike and Amy continue discussing Traditional and Roth Retirement Accounts looking at some scenarios when they might be best used: Mike and Amy cover: Roth Vs Traditional Retirement Accounts (01:44)Scenario #1 – Roth vs Traditional – Early military career (03:55)Scenario #2 – Roth vs Traditional – Post Retirement Second Career (04:55)R…
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In this episode of the RevAmp podcast, Mark Lerner sits down with Shantanu Shekhar from Gong to discuss the incredible growth journey of the company. From starting as a single product in the US market to becoming a multinational success, Gong has faced numerous challenges along the way. Shantanu shares insights into the operational perspective of m…
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Mike Johnston was living the dream. His band was signed to a major label. He was touring the world, playing for thousands of adoring fans, and making good money. But something was missing. He didn't know what, until a friend told him how happy he looked when he was teaching drums, rather than performing. That's when he figured out he has an "educat…
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In this episode of the RevAmp Podcast, Mark Lerner interviews Chirag Gulati about the current state of the #CPQ space. Chirag discusses the limitations of Salesforce CPQ, stating that there have been no major upgrades or developments in the product since its acquisition by Salesforce in 2015-2016. He also mentions that Salesforce's Revenue Lifecycl…
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“Fake news,” conspiracy theories, and click-bait are no stranger to all our Internet feeds. When we spot it, we may block an account or kindly refer a relative to a more reputable source. But what about the misinformation we can’t even see? Specifically, content in other languages, created for online communities we can’t possibly access? For the re…
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In this show, Mike and Amy discuss the basics of Traditional and Roth Retirement Accounts, how they are different, and when you should consider using each. Mike and Amy cover: The Basics – Traditional Retirement Accounts (03:04)The Basics – Roth Retirement Accounts (04:48)Required Minimum Distributions, Withdrawals, and Penalties (06:16)When To Use…
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The early days of YouTube were for home movies, cat videos, and short vlogs. But in the summer of 2006, something emerged from Wisconsin that would change our perception of what Internet video was capable of. “Chad Vader: Day Shift Manager” tells the classic story of Darth Vader’s younger brother, who commands a middle-management job at the local g…
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Chelsea Laufer went to a prestigious film school. She got a job in TV production, and then in animation. But it wasn't until she uploaded her *own* creations to the Internet that her life turned magical. Chelsea VFX makes inspired, short-form digital magic tricks where she disappears into hula hoops, takes a dip in her own cup of coffee, and change…
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In this show, Mike and Amy the characteristics of 529s and how they might fit into your education funding goals. Mike and Amy cover: The two types of 529 Accounts (2:59) The pros and cons of each type of 529 (5:08) Types of qualified education expenses (6:30) 529s and scholarships/ penalty free withdrawals (13:08) State level tax benefits of 529s (…
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In this episode of the RevAmp podcast, host Mark Lerner sits down with Inese Pumpure, Senior Director of Revenue Operations at Visiting Media. They discuss the challenges and trends in revenue operations, including the consolidation of tech stacks and the importance of standardization and approval processes. Inese shares her background in marketing…
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When I was coming up in media and learning about online video around 2010-2011, Craig Benzine (known to the Internet as @wheezywaiter ) was a big inspiration. His videos were so absurd, so fast, and so funny. I felt like he was speaking to a new kind of audience. "YouTuber" was starting to become a job, and being ridiculous on the Internet could pa…
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In this episode of the RevAmp podcast, host Mark Lerner interviews James Eaton, VP of Sales at Dozuki, a SaaS platform for digital training in the manufacturing market. They discuss sales leadership and the challenges of the current business environment. James shares his experience with series A turnarounds and how he has had to adapt his playbook …
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The mysterious Jack Rhysider talks to hackers, cyber criminals, bank robbers, crypto scammers, (real!) spies, CIA agents, and penetration testers. Because his job sends him to the darkest corners of the Internet, his true identity is not known. But that never stops him from sharing how his extraordinary podcast - Darknet Diaries - comes together. F…
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In this show, Mike and Amy discuss the Survivor Benefit Program. They’ll cover: Purpose of the Survivor Benefit Program (SBP) (3:17) Overview of SBP (5:13) Decision Timeline (12:43) SBP and DIC (14:55) Reserve Component SBP (16:35) CSB Redux SBP (18:06) Thoughts about how to make the decision (19:36) Links: Operation Retirement Readiness: ⁠www.oper…
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In this episode of the RevAmp podcast, Mark Lerner interviews James Hunsberger, Head of Sales Systems Technology at Miro. They discuss the importance of contributing to online communities, the value of being agile and adaptable in a changing market, and how to make yourself more valuable in the face of AI advancements. James shares insights on comm…
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In this episode of the RevAmp podcast, Mark Lerner interviews Jackie Leahy, a former kindergarten teacher turned #RevOps professional and founder of a fractional RevOps consortium. They discuss the challenges of internal adoption and how to overcome them. Jackie emphasizes the importance of understanding the human dynamics and communication styles …
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In this show, Mike and Amy discuss life insurance and Servicemembers Group Life Insurance (SGLI). Mike and Amy cover: SGLI Overview (2:12) How to calculate how much life insurance you might need Rules of thumb: 8-10 times income; 8-10 times expenses (3:57) DIME Method (6:05) Types of Life Insurance Term (7:50) Permanent (10:13) Links: Operation Ret…
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Join Mark and special guest Jen Igartua, CEO of Go Nimbly, as they explore the pivotal changes and challenges faced by RevOps leaders in today's dynamic business environment. In this episode, Jen shares her extensive experience, from her early days at Bluewolf to leading the first RevOps consultancy, Go Nimbly. Mark and Jen discuss the impact of ma…
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In this episode of the RevAmp Podcast, Mark Lerner interviews Hannah Hanrahan, the leader of #RevenueOperations at Atrius. Hannah discusses her background in operations and how she transitioned into revenue operations. She explains that revenue operations focus on streamlining the customer journey and supporting the backstage operations of people, …
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In this show, Mike and Amy discuss various spending profiles in retirement. A spending profile is a framework for how to think about retirement spending. Mike and Amy cover: Percentage of pre-retirement spending plus inflation (2:02) The Retirement spending smile (3:17) Go Go; Slow Go; No Go Phases of Retirement (8:56) Links: Operation Retirement R…
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In this episode of the RevAmp podcast, Mark Lerner interviews Shivam Shah, Director of #RevenueOperations at Postscript, about adaptability and revenue operations. They discuss the challenges of shifting from a growth-at-all-costs mindset to scalable growth, the importance of saying no and setting expectations, reevaluating ideal customer profiles,…
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Oh hey there! Matt here. It's been a minute, but if you're subscribed to this feed, I have a big update for you. 2G1P is now INFLUENCE, and I'm very excited (and nervous!) to be taking the reigns of a show we are so proud of. All the details you need to know are in this ep, and down below. I hope you'll join me for this next chapter! Help me reach …
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In this episode of the RevAmp podcast, Mark Lerner interviews Amie Weizer, the Director of Operational Excellence at LMS365. They discuss topics related to scalability and frameworks for growth. ** Amie shares her background and journey, starting in sales and then moving into account management and customer-facing roles. She emphasizes the importan…
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On this episode of the RevAmp pocast, Jeremy Donovan, EVP of RevOps and Strategy at Insight Partners, discusses the future of #revops and the changes he has observed in the industry. Jeremey notes that revenue operations has expanded beyond #salesoperations and is now incorporating customer success operations as well. However, truly consolidated re…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Brian Tully, the Head of Americas for #Sales at LiveU. Brian discusses his background in investment banking and entrepreneurship, as well as his experience in helping startups grow and make transformative decisions. The conversation focuses on the challenges and opportunities of ada…
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In this show, Mike and Amy discuss the topic of budgeting for ultimate retirement. Mike and Amy cover: Why budgeting for ultimate retirement is critical (1:22))Spending Buckets: Needs/ Wants (6:09)Retirement income sources and impact on budgeting (10:28)Role of Annuities (12:58)Planning for other than day to day expenses (19:06)Links:Operation Reti…
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In this episode, Mark Lerner interviews Sandy Robinson, the Senior Vice President of #RevenueOperations and Enablement at Patra. They discuss the importance of methodologies, processes, and technologies in scaling a company. Sandy emphasizes the need for alignment and integration of methodologies into the customer buying journey, as well as the imp…
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Episode 006 Budgeting for Military Retirement In this show, Mike and Amy discuss the dreaded top of budgeting. Mike and Amy cover: Importance of a Transition Budget (1:05)) Planning for new/ additional expenses (3:03) Timing of payments during transition from active duty into retirement (6:35) Changes in paycheck timing after transition (8:11) Spec…
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In this episode of the RevAmp podcast, host Mark Lerner interviews the Director of RevOps at SupportLogic, Matt Hadreas, about #RevenueOperations and the #agile approach to it. Matt shares his background and how he got into revenue operations, emphasizing the importance of data and technology in speeding up sales processes. He also discusses the ne…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Josh Pudnos, the VP of Revenue Operations at Exiger. Josh discusses his experience building a #revops function from scratch and shares insights and advice for others in similar roles. He emphasizes the importance of having a clear mission statement and vision, as well as consistentl…
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In this episode of the RevAmp Podcast, Mark Lerner interviews Colin Specter, the VP of Sales for Orum, a live conversation platform for salespeople. They discuss the recent sales kickoff that Orum conducted and the challenges and observations in the sales industry due to the COVID-19 pandemic and the emergence of AI technology. Colin emphasizes the…
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Episode 005 Budgeting Basics In this show, Mike and Amy discuss the dreaded top of budgeting. Mike and Amy cover: Purpose of Budgeting (2:53) Analyze Current Spending (6:22) Prioritize Spending (7:39) Tools to Track Current Spending (8:51) Identify mandatory, discretionary, and infrequent expenses (11:37) Don’t get wrapped up in someone else’s proc…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Patrick Franciotti, Director of #revops at Ontra, a legal technology company. Patrick discusses his role in building out the company's operations team and implementing a tech stack to support their go-to-market strategy. He also talks about the challenges and opportunities presented…
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Episode 004 Debt In this show, Mike and Amy discuss the number 3 most popular New Years’ Resolution - paying down debt. Mike and Amy cover: The US consumer debt problem (2:09) Types of Debt (6:53) “Good” vs “Bad” Debt (8:37) Debt to income ratio and importance of having a debt management strategy (12:09) Debt heading into retirement (14:31) Approac…
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In this episode of the RevAmp podcast, Mark Lerner interviews Danielle Marquis, the VP of Revenue Operations at Zappi. Danielle shares her background and experience in revenue operations, discussing the challenges and strategies she has navigated throughout her career. They also discuss the impact of rapid changes in the business landscape, such as…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Pete Kazanjy, one of the founders of Atrium, a sales performance management software company. Pete discusses his background in sales and his experiences in the industry. He emphasizes the importance of modern sales, which involves using technology and data-driven management to impro…
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Join Mark as he and special guest Matt Volm (Co-founder and CEO of RevOps Co-op) delve into his fascinating journey from VP of Business Operations to leading a global community of over 12,000 Rev Ops professionals. Discover the origins and evolution of RevOps Co-op and get exclusive details about their much-anticipated conference, Rev Ops AF, set i…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Malcolm Smith, the head of Global Business Development for Centrical. They discuss the challenges leaders face in high-performing sales organizations, particularly in times of uncertainty and change. Malcolm shares his insights on the importance of process and expectations in managi…
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In this show, Mike and Amy discuss the number 2 most popular New Years’ Resolution - 2nd only to fitness resolutions - Saving more. Mike and Amy cover: The difference between savings and investments (2:59)Considerations for when to save vs when to invest (5:25)Savings for near term goals/ military retirement/ ultimate retirement (7:43)Emergency Fun…
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In this episode of the RevAmp Podcast, host Mark Lerner interviews Sean Lane, a founding partner at Minot Light Consulting, about operations and go-to-market execution. Sean discusses his background in #revops and the importance of having a strong ops team in navigating challenging market conditions. He emphasizes the need for flexibility and adapt…
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