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2nd Look Services Podcast

2nd Look Services Podcast

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Are you ready to transform your financial future? Welcome to the 2nd Look Services Podcast, where we reveal the secrets to earning more money, recovering funds you're owed, and building generational wealth that lasts!2nd Look Services Management & Leadership Ökonomie
  • Ep. 29 - Why Your Standard Audit Misses the 15% Leakage Benchmark
    Feb 4 2026

    This episode is tailored for CFOs and CEOs of companies with $1M+ in annual expenses, focusing on capital recovery, payroll tax complexities, and operational efficiency.If you are a Corporate CFO or a business owner managing a $1M+ expense sheet, you are likely losing 15% of your capital to "silent leaks" your current team isn't equipped to find.Don Zavis and Michael Jesse introduce The 2nd Look Philosophy, a disruptive approach to corporate finance designed to eliminate The Ignorance Surcharge. Through a high-stakes Forensic Review of 33 business domains, they demonstrate how to Earn, Return, and Retain the capital currently evaporating from your bottom line. Positioning themselves as the ultimate "Bolt-On" to your executive team, they act as the Financial Equalizer to recover hundreds of thousands in found money with zero upfront risk.KEY TAKEAWAYS✅ The Trap: The Ignorance Surcharge—a 15% leakage benchmark comprising overpaid invoices, ghost subscriptions, and misclassified payroll taxes hidden in massive financial reports.✅ The Fix: Deploying The 2nd Look Philosophy through a Forensic Sweep that scrutinizes every line item and forces vendors to re-earn your business every 90 days.✅ The Result: Immediate capital recovery of up to three years of past expenses, turning realized waste into profit without the need to increase sales.[CHAPTERS][00:00] The Productivity Paradox in Corporate Life[01:40] Introducing the 33 Domains of Found Money[02:40] The 15% Leakage Benchmark Explained[05:43] Exposing Embezzlement and Systemic Corporate Risk[08:33] Deep Classification: Finding What’s Hidden in Plain Sight[12:13] The Silent Leak: Why Accountants Miss Tax Credits[15:08] Strategies to Kill Ghost Subscriptions[17:33] The "Say Yes to Everything" Expert Network[19:04] Specialized Recovery: The SUTA/FUTA Tax Trap[21:28] Front-End Scrutiny and the Sunset Date Method[24:43] Eliminating Sunken Cost Fallacy in Shipping[27:38] The "Bolt-On" Strategy for Existing Professional Teams[30:30] Supercharging Capacity to 300 Hours per Week[34:40] The Financial Equalizer: Final "Drop the Mic" Moment 🚨 Stop accepting the loss. We are 2nd Look Services, the Financial Equalizer. We use proprietary tech and forensic expertise to find and reclaim the capital the system unjustly withholds from your business.Ready to Reclaim Your Capital? 📉 Book Your Free Financial Assessment: https://meetings-na2.hubspot.com/meetings/michael4 🌐 Visit Our Website: www.2ndlookservices.comConnect with the HostsLinkedIn:https://www.linkedin.com/company/107150293Facebook:https://www.facebook.com/61576614189080/Subscribe on YouTube:https://www.youtube.com/channel/UCJx4a1oDc4V-o5vAt5wMROwWould you like me to now generate a LinkedIn article that deep-dives into the "SUTA/FUTA Tax Trap" mentioned in the episode?

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    36 Min.
  • Ep. 28 - The "Flathead Squirrel" Syndrome
    Feb 3 2026

    The system isn’t broken. It’s working exactly as intended—to keep your money.In this episode, Don Zavis and Michael break down The 2nd Look Philosophy, a high-stakes approach to reclaiming financial control. We dive into why "Hope is Not a Strategy" and how the Ignorance Surcharge is quietly draining your accounts through "Analysis Paralysis" and reactive planning.Whether it’s recovering $50,000 in overlooked child support without the $5,000 upfront legal gatekeeper, or identifying hidden corporate deductions, we act as the Financial Equalizer. It’s time for a Forensic Sweep of your finances. Stop being the "Flathead Squirrel" in the middle of the road and start deciding.In this episode, you’ll discover:✅ The Cost of Speed: Why making a decision with 50% data beats waiting for 100% every time.✅ The 2nd Look Theology: Moving from a passive lifestyle to 100% responsibility for every dollar you touch.✅ The Forensic Review: How to audit your mindset to stop the "Bloodletting" of your wealth.Chapter Timestamps[00:00] – Fired Up: The New Blossom of Child Support Recovery [01:54] – Why Lawyers Charge a $5,000 "Gatekeeper" Fee [02:45] – The Financial Equalizer Mindset: Earn, Return, Retain [04:33] – The Flathead Squirrel: The Fatal Cost of Indecision [05:44] – Course Correction: Why 1 Degree Off Leads to Miles of Loss [07:25] – Modern "Bloodletting" & The Information Overload Trap [10:50] – The January 1st Insurance Trap: The High Cost of Procrastination [11:51] – Why Hope is What You Do When Strategy Fails [16:54] – Sentimentality is Costing You: The Subscription Audit [20:06] – Regional Settings & Locking Cards: Fighting the Hackers [23:05] – Small Print & Las Vegas Fees: The Machine in Action [26:41] – The Architecture of a Perfectionist: Procrastination in Disguise [28:00] – Your Forensic Mindset Audit: Are You Being Taken Advantage Of?

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    30 Min.
  • Ep. 27 - Exposing the PBM Black Box: How Hidden Margins Drain Corporate Capital
    Feb 2 2026

    If you are a mid-market CFO or CEO, healthcare is one of your top five expenses—yet it remains a "black box" where PBMs hide their true profit margins. Stop paying the Ignorance Surcharge on your benefits spend.In this Forensic Review, Michael Jesse and Don Zavis expose the predatory "spread" pricing used by Pharmacy Benefit Managers (PBMs) that drains corporate reserves. They introduce The 2nd Look Philosophy, showing how AI-driven technology audits 100% of your transactions to identify capital leaks. This episode is your roadmap to Earn, Return, and Retain the money the current system unjustly withholds from your business.[KEY TAKEAWAYS]✅ The Trap: PBMs pocket a massive "spread" (often $80 per transaction) without disclosing how those funds are used.✅ The Fix: Implement a Forensic Sweep that uses AI to audit every line item instead of 1% "cherry-picked" manual samples.✅ The Result: Identify overpayments in your 75–85% share of healthcare costs and reclaim capital on a 100% contingency basis.[CHAPTERS][00:00] Welcome to 2nd Look Services[00:08] The Healthcare Black Box for Corporations[00:44] PBMs: Your Pharmacy Benefits Managers[01:09] The Hidden $80 PBM "Spread"[02:12] Federal 340B Programs and Drug Credits[03:28] When No Insurance is Better Than With Insurance[04:41] Why American Healthcare is a Mess[06:24] The Real Cost of an Employee Raise[07:51] Employer vs. Employee Cost Breakdown[10:51] PBM Legal Settlements and CVS Caremark[12:25] Bypassing Middlemen: Amazon and Mark Cuban[16:49] Where There is Mystery, There is Margin[18:04] HR 6837: Making PBMs Legal Fiduciaries[22:17] 2nd Look Philosophy: AI vs. Manual Samples[24:40] Five-Point Forensic Checklist for Health Plans[24:58] The Lawn Service Analogy for Financial Audits 🚨 Stop accepting the loss. We are 2nd Look Services, the Financial Equalizer. We use proprietary tech and forensic expertise to find and reclaim the capital the system unjustly withholds from your business.Ready to Reclaim Your Capital?📉 Book Your Free Financial Assessment: https://meetings-na2.hubspot.com/meetings/michael4🌐 Visit Our Website: www.2ndlookservices.comConnect with the HostsLinkedIn: https://www.linkedin.com/company/107150293Facebook: https://www.facebook.com/61576614189080Subscribe on YouTube: https://www.youtube.com/channel/UCJx4a1oDc4V-o5vAt5wMROw

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    27 Min.
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