Best The Tranel Financial Group Podcasts (2025)

1
48 - Training Tomorrow's Adjusters: The Importance of Mentorship in the Claims Industry with Gallagher Bassett's Gary Leonard 19:16

10d ago19:16

19:16

Your host, Chris Tidball, talks with the Head of Liability, North America at Gallagher Bassett, Gary Leonard. Gary shares his unconventional path into the claims industry, insights from his private investigation background, and the importance of timely investigations and clear communication. He covers challenges faced by claims adjusters, the impac…

1
47 - Turning Shopping Centers into Living Spaces: A New Approach to Housing with Collins + Collins' Howard Franco Jr., Esq. 8:26

17d ago8:26

8:26

Your host, Chris Tidball, talks with the Partner of Collins + Collins, Howard Franco Jr., Esq. Howard explains the benefits and challenges of repurposing malls, including implications for the insurance industry and community revitalization. He shares examples of successful projects and emphasizes the need for creative, collaborative approaches to h…

1
46 - Unpacking the Complexities of Bad Faith Claims: What You Need to Know with Erin Erickson and Paul Tranel 15:43

24d ago15:43

15:43

Your host, Chris Tidball, talks with the Managing Partners and Shareholder at Bohyer, Erickson, Beaudette & Tranel, Erin Erickson and Paul Tranel. Erin and Paul highlight recent legal trends, legislative changes, and the impact of new residents on jury verdicts. They also cover the firm’s national recognition, the advanced pay rule, and the effects…

1
45 - From Legal Briefs to Insurance Claims: A Journey of Unexpected Twists with Golden Bear Insurance Company's Alexandra Santo 7:56

1M ago7:56

7:56

Your host, Chris Tidball, talks with the Claims Consultant of Golden Bear Insurance Company, Alexandra Santo. Alexandra discusses her transition from practicing law to working in insurance, highlighting the variety and flexibility of her current role. She shares insights into handling general liability, cannabis, and legal malpractice claims, inclu…

1
44 - Building Codes and Catastrophes: What Every Homeowner Should Know with Markel Group's Phyllis Modlin 9:12

1M ago9:12

9:12

Your host, Chris Tidball, talks with the Director and Sr. Counsel of Markel Group, Phyllis Modlin. Phyllis discusses the intricacies of construction defect litigation, common property damage issues, and the insurance industry's evolving responses. Phyllis highlights the rise in construction defect claims, the importance of adhering to building code…

1
43 - Fighting Back Against Fraud: Strategies for Insurers and Consumers Alike with Metro Claims & Risk Mgmt's Dwight Geddes 15:04

1M ago15:04

15:04

Your host, Chris Tidball, talks with the Owner of Metro Claims & Risk Mgmt, Dwight Geddes. Dwight shares his unconventional entry into the claims industry and discusses the rampant issue of insurance fraud in New York, highlighting the involvement of organized crime, such as the Russian mafia. He explains the challenges of prosecuting fraud and the…

1
42 - The Human Factor: How Employee Mistakes Lead to Cyber Incidents with Gallagher Bassett's Christa Johnson 14:26

2M ago14:26

14:26

Your host, Chris Tidball, talks with the Team Lead of Gallagher Bassett, Christa Johnson. Christa discusses the rising threat of cyber attacks, including ransomware and business email compromises. Christa explains her team's role in managing these claims and highlights the financial and operational impacts of such incidents. The episode emphasizes …

1
41 - Medical Inflation and Litigation: The Hidden Costs of Vacation Ownership with Marriott Vacations Worldwide's Angela Cabado 13:16

2M ago13:16

13:16

Your host, Chris Tidball, talks with the Director of Risk Management at Marriott Vacations Worldwide, Angela Cabado. Angela discusses her transition from a workers' compensation adjuster to a risk management expert, emphasizing the importance of understanding the claims process in the vacation ownership industry. She highlights trends such as medic…

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40 - Leading the Way: How Mentorship Fuels Growth in the Insurance Industry with Rising Insurance Star Executives' Amy Cooper 17:02

2M ago17:02

17:02

Your host, Chris Tidball, talks with the Founder of Rising Insurance Star Executives, Amy Cooper. Amy highlights Rising Insurance Star Executives's mission to support early career professionals through mentorship, leadership summits, and educational events. Amy shares her unexpected journey into insurance and emphasizes the importance of attracting…

1
39 - Claiming Integrity: A Consultant’s Guide to Staying Honest in the Process with Suite 200 Solutions' Lawrence Beemer 18:07

2M ago18:07

18:07

Your host, Chris Tidball, talks with the Consultant Expert of Suite 200 Solutions, Lawrence Beemer. Lawrence shares his career journey, the evolution of claims investigations, and the challenges faced by modern claims adjusters. He emphasizes the importance of thorough investigations and proper training for new attorneys and adjusters. Lawrence als…

1
38 - The Insurance Equation: Balancing Claims, Coverage, and Consumer Expectation with CLM Alliance's Susan Wisbey-Smith 16:58

3M ago16:58

16:58

Your host, Chris Tidball, talks with the President of CLM Alliance, Susan Wisbey-Smith. Susan and Chris discuss the insurance industry’s challenges, including talent shortages, an aging workforce, and consumer education. Susan highlights CLM’s efforts to build community, attract younger professionals, and address staffing issues. The conversation a…

1
37 - Crack the Case Early: How Prompt Investigations Maximize Claim Outcomes with Tyson & Mendes' Sitar Bhatt 18:55

3M ago18:55

18:55

Your host, Chris Tidball, talks with the Managing Partner of Arizona and Washington at Tyson & Mendes, Sitar Bhatt. Sitar discusses his role in overseeing the firm's operations across multiple states. He emphasizes the importance of education, collaboration, and consistency in the legal and insurance defense industry. Sitar shares insights from an …

1
36 - The Unseen Risks of Winning: How Social Media Can Impact Legal Outcomes with Hawkins Parnell & Young's Elaine Fresch 16:50

3M ago16:50

16:50

Your host, Chris Tidball, talks with the Senior Partner of Hawkins Parnell & Young, Elaine Fresch. Elaine shares her unique journey into the legal field and her specialization in construction and equine law. She discusses the complexities of construction defect claims and the niche area of equine law, which involves incidents related to horses and …

1
35 - Exploring Claims, Employee Benefits, and Timeshare Innovations with Marriott Vacations Worldwide's Cade Williams 9:08

3M ago9:08

9:08

Your host, Chris Tidball, talks with the Assistant Vice President, Risk Management-Claims at Marriott Vacations Worldwide, Cade Williams. Cade discusses his career in insurance and the operations of Marriott's timeshare properties. He explores the evolution of timeshares, now offering flexible points systems, and the company's global reach with 120…

1
34 - Insurance in the Face of Chaos: Adapting to Natural Disasters and Litigation Shifts with Great American Insurance Group's Ronald Morrison 16:37

4M ago16:37

16:37

Your host, Chris Tidball, talks with the Divisional Sr. Vice President of Great American Insurance Group, Ronald Morrison. Ronald shares his unique journey into the insurance industry, starting as a field adjuster after initially aiming to become a major league umpire. He discusses Great American Insurance Group's focus on integrity and specialized…

1
33 - Navigating the Maze: Understanding Strict Liability and Fraud in NYC Construction Claims with Kahana Feld's Jeff Miragliotta 11:21

4M ago11:21

11:21

Your host, Chris Tidball, talks with the Managing Partner- New York Office at Kahana Feld, Jeff Miragliotta. Jeff delves into New York's strict liability laws, recent legal developments, and the challenges of handling claims. Jeff highlights the role of third-party litigation funding, the prevalence of fraud in the construction industry, and the im…

1
32 - How Can Effective Premium Collections Transform the Insurance Industry? with Brown & Joseph's Joe Falletti 21:20

5M ago21:20

21:20

Your host, Chris Tidball, talks with the VP of Business Development at Brown & Joseph, Joe Falletti. Joe shares his journey in the insurance industry, starting as a skip tracer and advancing through various roles. The discussion highlights Brown & Joseph's specialized approach to insurance collections, focusing on recovering unpaid premiums and man…

1
Dr. Aras Tijunelis - Lake County Plastic Surgery 1:00:31

6M ago1:00:31

1:00:31

Dr. Aras Tijunelis, a plastic surgeon who has been serving the Libertyville community since 2009. Dr. Aras Tijunelis shares his journey from his education and training to establishing his practice in Libertyville. He discusses his motivations for entering plastic surgery, inspired by the TV show "MAS*H," and his commitment to both cosmetic and reco…

1
The Hangout - Hannah Frei 46:42

7M ago46:42

46:42

Looking for an exciting place to take the kids to blow off some steam? Today we learn about “The Hangout”. Hannah shares her story behind the idea and how the business has grown. Listen in to hear about yet another great business in our community.

1
Mark Bechtold - Ping Pong for the Kids 19:42

7M ago19:42

19:42

On February 2nd, join us at Mickey Finn's Brewery for a free event supporting the SEDOL Foundation and their impactful summer camps for children. Listen in to learn about a wonderful opportunity to give back and make a difference in our community. I hope to see you there!By David Woll

1
Unlocking Financial Legacy: Rethinking Your Money’s Purpose 8:28

11M ago8:28

8:28

In this episode of the "What Is Your Money Really For?" podcast, Tyler Braun, Director of Financial Planning, explores innovative strategies for leaving a meaningful financial legacy. He shares a compelling client story that illustrates the complexities of required minimum distributions (RMDs) and how to help transform them into tax-free inheritanc…

1
The Geography of Wealth 10:55

11M ago10:55

10:55

Join Jenna Bradford and Tyler Braun as they discuss how where you live could influence your financial strategy, covering key topics like taxes, cost of living, and long-term planning. Learn how the state you live in might affect your financial situation and explore factors that could impact your financial decisions and future planning.…

1
31 - Unmasking the Hidden World of Insurance Fraud: What You Didn't Know with Richard Wickliffe, Fraud SME and Author 25:42

12M ago25:42

25:42

Your host, Chris Tidball, talks with the Claims Leader and Special Investigations Leader of Frontline Insurance, Richard Wickliffe. Richard shares his journey in the industry, focusing on his experience managing special investigation units and tackling insurance fraud. He recounts notable cases, including the infamous Sun Gym gang incident, and dis…

1
Unlocking Wealth: Strategic Planning for Multi-Generational Impact 8:00

12M ago8:00

8:00

Tyler, the Director of Financial Planning at The Tranel Financial Group, to explore a transformative approach to financial planning. They delve into a real-life client story that illustrates the power of goals-based financial planning, particularly when it comes to leaving a legacy. Tyler shares how a couple in their 70s, with a strong financial fo…

1
What Does It Mean to Work With a Financial Advisor? 12:15

1y ago12:15

12:15

In this episode of the "What Is Your Money Really For?" podcast, Tyler Braun, the Director of Financial Planning, discusses the essential aspects of working with a financial advisor. Tyler emphasizes the importance of education and goal-oriented planning, highlighting how advisors should communicate effectively to ensure clients understand their fi…

1
Mindset Shifts of the Top 5%: Investing in Your Future 9:16

1y ago9:16

9:16

Tyler Braun, Director of Financial Planning Welcome to another episode with The Tranel Financial Group! Today, we have Tyler, the Director of Financial Planning, diving deep into the mindset and strategies of the top 5%. Discover how they view money, make decisions, and plan for a prosperous future. Learn practical tips to reframe your financial pe…

1
Ways to Think About Multiplying Wealth 9:22

1y ago9:22

9:22

In this episode Tyler Braun, Director of Financial Planning, talks about the benefits of compounding interest, maximizing 401k contributions, and utilizing Roth IRAs for tax-free growth. Tyler highlights the power of setting financial goals and creating a checklist to ensure effective wealth accumulation, ultimately leading to long-term financial s…

1
Life Insurance As An Asset Class 11:08

1y ago11:08

11:08

Tyler Braun, Director of Financial Planning, explains how to maximize the benefits of life insurance—not just as a protective measure for you and your loved ones in the event of a death, but also as a means to access Tax-efficient income streams and unlock your nest egg. The Tranel Financial Group ⁠⁠www.tranelfinancial.com⁠⁠ 1509 N Milwaukee Ave, L…

1
How much is enough to retire in 2024? 10:24

1y ago10:24

10:24

Jenna Bradford, President and Tyler Braun, Director of Financial Planning talk about having your assets work for you. Tyler goes through solutions driven by your goals and how to have your dollars work for you. He talks about how every dollar is not created equally. The Tranel Financial Group ⁠www.tranelfinancial.com⁠ 1509 N Milwaukee Ave, Libertyv…

1
What Are Consumers Thinking About? June 2024 9:13

1y ago9:13

9:13

Jenna Bradford, President and Tyler Braun, Director of Financial Planning talk about what it means to consumers when the media talks about consumer price index. The Tranel Financial Group www.tranelfinancial.com 1509 N Milwaukee Ave, Libertyville, IL 60048 847-680-9050

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30 - Exploring the Future of Claims Management: AI, Efficiency, and Customer Experience with Sapiens' Gayle Herbkersman 17:20

1y ago17:20

17:20

Your host, Chris Tidball, talks with the Senior Vice President of Sapiens, Gayle Herbkersman. Gayle's path into the insurance industry is a testament to the power of experience and the drive for process efficiency. With a rich background in insurance software, Gayle has witnessed first-hand the pivotal role emerging technologies play in shaping the…

1
29 - Understanding the Impact of Nuclear Verdicts on the Insurance Market with Vernis & Bowling's Ian Matthes 16:33

1+ y ago16:33

16:33

Your host, Chris Tidball, talks with the Regional Managing Attorney and General Counsel of Vernis & Bowling, Ian Matthes. Ian's path into the insurance world was both intriguing and instructive. He began his career at an insurance defense litigation firm in Atlanta, Georgia, which laid the foundation for his deep understanding of the industry. His …

1
Allyson Cayce - Timothy Schmalz Art Gallery Pop Up 32:01

1+ y ago32:01

32:01

Allyson Cayce - Timothy Schmalz Art Gallery Pop Up. Allyson shares a very unique opportunity for the Libertyville community. Listen in to hear about the Matthew 25 exhibit that will be in Libertyville for the month of May. The story behind this will blow you away!By David Woll

1
28 - Navigating the Changing Landscape of Insurance Defense with Suite 200 Solutions' Taylor Smith 10:16

1+ y ago10:16

10:16

Your host, Chris Tidball, talks with the Founder and President of Suite 200 Solutions, Taylor Smith. The conversation began with an exploration of the study conducted by Suite 200 Solutions—the research aimed to understand the hurdles that insurance defense attorneys encounter in their practice. Taylor delved into the findings, it became clear that…

1
Roch Tranel - The Tranel Financial Group 49:40

1+ y ago49:40

49:40

Roch Tranel - The Tranel Financial Group . Whether he’s on a motorcycle adventure, camping under the stars, or spending quality time with his family, Roch brings passion and dedication to everything he does. With a strong commitment to growing in faith, leadership, and community service, Roch has made his mark in financial planning. As he embarks o…

1
27 - Unveiling the Complexities of Insurance Defense and Fraud Preventing with Wood Smith Henning & Berman's Frances OMeara 14:47

1+ y ago14:47

14:47

Your host, Chris Tidball, talks with the Partner of Wood Smith Henning & Berman, Frances OMeara. Frances' path to law was as dynamic as the cases she handled. With a background in sports, particularly basketball, she earned a scholarship to play at Stanford. However, her trajectory took a turn toward law school, leading her to specialize in insuran…

1
26 - Transforming Insurance Claims Management with Innovative Negotiation Strategies with Cruser & Mitchell's Bill Mitchell 18:24

1+ y ago18:24

18:24

Your host, Chris Tidball, talks with the Founding Partner of Cruser & Mitchell, Bill Mitchell. Bill's story is a testament to the power of vision and determination. Growing up as a blue-collar kid in Detroit, his future was shaped early on by his father's aspirations for his children. Despite not having a high school diploma, Bill's father envision…

1
25 - Unleashing the Power of Negotiation: Insights from Insurance and Legal Experts with SECURA Insurance Companies and DunbarMonroe's Taylor Rawal and Chris Dunnells 10:07

1+ y ago10:07

10:07

Your host, Chris Tidball, talks with the Litigation Specialist of SECURA Insurance Companies, Taylor Rawal, and the Attorney of DunbarMonroe, Chris Dunnells. Taylor has carved a niche for herself at SECURA Insurance Companies, climbing the ranks from the call center to handling litigation files. Her expertise spans personal lines, commercial lines,…

1
24 - Innovating Claims Handling: Navigating Legislative Changes and Trial Lawyer Tactics with First Acceptance Insurance's Sarannah McMurtry 16:10

1+ y ago16:10

16:10

your host, Chris Tidball, talks with the Executive Vice President and General Counsel of First Acceptance Insurance, Sarannah McMurtry. Sarannah's career trajectory is as fascinating as it is instructive. She began in the legal field, focusing on insurance defense, coverage-related litigation, and the thorny issue of bad faith claims. Her expertise…

1
23 - Unveiling the Truth: Exploring Fraud and Recurring Injuries in Insurance Claims with Gerber Ciano Kelly Brady LLP's Kelly Petter 9:11

1+ y ago9:11

9:11

Your host, Chris Tidball, talks with the Partner of Gerber Ciano Kelly Brady LLP, Kelly Petter. Like many of her peers, Kelly's entry into the insurance sector was somewhat accidental. After graduating from law school during the recession, job opportunities were scarce. She was unaware of insurance defense as a field until she received a job offer …

1
22 - Streamlining Insurance Claim Adjustments: The Impact of Digital Owl with DigitalOwl's Sean Allen 9:01

1+ y ago9:01

9:01

Your host, Chris Tidball, talks with the SVP of Sales and Marketing of DigitalOwl, Sean Allen. Sean's journey into the insurance world was quite serendipitous. Nearly three decades ago, he was asked to manage the insurance vertical at a company where he worked. Despite the industry's reputation for slow decision-making, Sean took on the challenge a…

1
21 - Navigating Change and Championing Diversity with Marsh & McLennan Agency's Angela Lee 13:34

1+ y ago13:34

13:34

Your host, Chris Tidball, talks with the Director of National Claims Operations of Marsh & McLennan Agency, Angela Lee. Angela's entry into the insurance world was serendipitous. After graduating college during a challenging job market, she found her first role as a claims assistant at Travelers. Here, Angela discovered her passion for the technica…

1
20 - The Impact of Increasing Insurance Limits on Owner-Operator Truck Drivers with OOIDA's James Luce 10:45

1+ y ago10:45

10:45

Your host, Chris Tidball, talks with the Senior Claims Counsel of OOIDA, James Luce. OOIDA stands out as a unique organization dedicated to representing the interests of truck drivers. Unlike the Trucking Insurance Defense Association (TIDA), which focuses on trucking companies, OOIDA is committed to individual truck drivers whether they are compan…

1
19 - The Bottom Line Impact: Recovering Missed Third-Party Deductibles in Commercial Insurance with Paragon's Sean Garret 8:48

1+ y ago8:48

8:48

Your host, Chris Tidball, talks with the VP of Business Development of Paragon, Sean Garret. Sean's path to the insurance sector is as intriguing as it is inspiring. Transitioning from the hospitality industry, he found his niche in insurance, where he now plays a pivotal role at Paragon. His story is a testament to the dynamic nature of career pat…

1
18 - Unveiling the Power of Relationships in the Insurance Industry with CLM Alliance's Ronna Ruppelt 10:06

1+ y ago10:06

10:06

Your host, Chris Tidball, talks with the CEO of CLM Alliance, Ronna Ruppelt. Ronna's career is a testament to the dynamic nature of the insurance industry. Her journey is filled with valuable lessons for professionals at any stage of their careers. Ronna's rise to the top echelons of the industry wasn't just about hard work and expertise; it was al…

1
The Tribal Connection - Building Community with Health, Love and Laughter 57:53

1+ y ago57:53

57:53

The Tribal Connection - Building Community with Health, Love and Laughter. Entertaining interview about overall wellness. These three women know how to have a good time while providing a variety of wellness services in Libertyville.By David Woll

1
17 - Unveiling the Untold Stories of Insurance with Gallagher Bassett's Caryn Siebert 11:42

1+ y ago11:42

11:42

Your host, Chris Tidball, talks with the Director of Carrier Engagement and Vice President of Carrier Practice of Gallagher Bassett, Caryn Siebert. Caryn's path into the insurance industry was as unexpected as fascinating. Initially aspiring to be a veterinarian, she quickly realized that fainting at the sight of blood was a clear sign that it wasn…

1
Dan Dugo - Joseph's Events 43:33

1+ y ago43:33

43:33

Dan Dugo - Joseph's Events Excited to share Daniel’s story of Joseph’s Events in Libertyville. He shares his love of community and the story of a the family business. Learn how hard work and dedication create the perfect event. Full Service custom event company in Lake County Illinois providing custom decor, furniture, lighting and floral…

1
Jan Leasure - Diamond Residential Mortgage 49:31

1+ y ago49:31

49:31

Jan Leasure - Diamond Residential Mortgage Are you ready to hear from the Loan Goddess? This interview is fun and filled with excellent stories with a deep love of Libertyville. You have to hear it to believe it. This is a must listen!By David Woll

1
JR Escobar - Pizzeria DeVille 53:06

1+ y ago53:06

53:06

Get ready to hear JR’s story of his start in the restaurant business and his extraordianary leadership skills. Also how Pizzeria Deville became what it is today. Welcome back to Pizzeria Deville, where the beloved flavors of our pizzas remain, baked to perfection in our wood-fired brick oven. Our dough, carefully prepared, takes its time to rise ov…

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The Tranel Financial Group Podcasts

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