The Policy Playbook
The Policy Playbook is a podcast that simplifies the complex world of business insurance, employee benefits, HR compliance, and retirement planning for business owners and decision-makers through interviews with business leaders and solo episodes breaking down real-world scenarios. Each episode delivers actionable strategies with zero jargon, accompanied by a newsletter that translates insights into specific steps you can implement to protect and grow your business.
Podcasting since 2025 • 7 episodes
The Policy Playbook
Latest Episodes
Your Financial Quarterback: Coordinating Wealth, Risk, and Legacy
Most business owners are making six-figure decisions without a full playbook.They have a CPA.They have a financial advisor.They have an attorney.They have an insurance broker.But none of them are ca...
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Season 1
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Episode 6
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20:47
Scaling with Heart: How Gulfside Healthcare Grew to $78M Without Losing Its Mission
How do you grow a mission-driven healthcare organization to $78 million in revenue while serving thousands of families in their most vulnerable moments? You follow a leader who has done it for 40 years.This week, Misty sits down with Lin...
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Season 1
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Episode 5
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36:13
The Pause That Protects Performance
This week on The Policy Playbook, we’re stepping off the field.This episode isn’t about strategy, insurance, or what to fix next. It’s about pausing with intention during Christmas week, especially for leaders and high performers who spe...
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3:04
Penalty Flags: Five Questions Every Leader Should Ask Before Renewal
You know what drives me crazy? Watching business owners pay the price for mistakes their brokers made.Higher premiums. Coverage gaps. Unnecessary risk. All because someone on your team didn’t do their job.In this episode of The Po...
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Season 1
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Episode 4
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19:22
Turning Benefits into a Competitive Advantage with Stephanie Porrino
What if your benefits package wasn’t just an expense line—but your secret weapon for winning talent and keeping your best people?In this episode, Coach Misty Carson sits down with Stephanie Porrino (Koch) one of the nation’s top 25 HR an...
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Season 1
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Episode 3
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18:52
