33. Retirement Planning: Navigating the 18 Holes of Life ft. Sam Stroud
Release Date: 07/24/2023
65. Building the Right Team for a Seamless Business Transition ft. Zane Tarence
Legacy Listens
In this episode, host Rob Wermuth sits down with Zane Tarence, Managing Director at Founders Advisors, investment banker, and author of 17 Reasons Your Company's Not Investment Grade and What to Do About It. With over 25 years of experience and more than 85 successful deals closed, Zane brings a candid perspective to today’s business sales environment. He and Rob cover the shifting landscape as Baby Boomer owners prepare to exit, the growing role of private equity, and how AI is influencing the M&A process. From identifying what makes a company truly “investment grade” to...
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64. The Quality of Risk: Cyber Planning for Business Transitions and Long-Term Wealth Builders ft. Jason Frank
Legacy Listens
In this episode, host Rob Wermuth is joined by Jason Frank, Chief Operating Officer at SpecterOps, to explore one of the most critical issues facing businesses today: cybersecurity. With a background in penetration testing, threat hunting, and enterprise security operations, Jason shares insights from years on the front lines of digital defense. They discuss the rise of ransomware, the impact of artificial intelligence on risk, and how zero trust models are reshaping security in a remote-first world. Jason breaks down complex topics into practical steps that business owners, especially those...
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63. Who’s Buying Businesses Now? Private Equity, Strategic Buyers, and a New Generation of Owners ft. Andy Greenberg
Legacy Listens
In this episode, host Rob Wermuth sits down with Andy Greenberg, CEO of Greenberg Variations Capital, a boutique investment banking firm focused on highly targeted middle-market transactions. Together, Rob and Andy unpack the evolving business transition landscape, especially in light of the “silver tsunami” as many Baby Boomer business owners prepare to retire or sell. Andy offers sharp insights into current market conditions, the drivers behind deal activity, and the common challenges facing both sellers and buyers in today’s environment. From the importance of early succession...
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62. Planning Your Exit: Essential Steps for Business Succession and Estate Tax Reduction ft. Dirk Simpson
Legacy Listens
In this episode, host Rob Wermuth sits down with Dirk Simpson, a seasoned attorney and Partner at Royer Cooper Cohen Braunfeld LLC, for a practical and insightful look at the challenges and opportunities facing business owners and families planning for the future. They unpack what it really means to start early when it comes to succession planning, break down the role of trusts and gifting strategies, and explore how recapitalization can fit into a broader long-term wealth plan. Whether you're thinking about selling a business, transferring wealth, or simply making sure your assets reflect...
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61: Preparing Your Business for Sale: Key Legal Considerations and Strategies ft. Chad Cowan
Legacy Listens
In this episode of Legacy Listens, host Rob Wermuth sits down with Chad Cowan, a Member at Cozen O'Connor, to discuss the essential steps for a successful business transition. Drawing on his experience as a transactional attorney, Chad shares practical insights on preparing to sell a business — whether to a strategic buyer or a private equity firm. From assembling the right team of advisors to navigating legal complexities and due diligence, Chad outlines the key elements of a smooth and profitable exit. Whether you’re considering a sale now or planning for the future, this episode...
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60: Is A Family Office Right for Me? ft. Andrew Fay
Legacy Listens
In this episode of Legacy Listens, hosts Rob Wermuth and Kevin Donohue sit down with Andrew Fay from 1712 Consulting to explore the evolving world of wealth management. Drawing on decades of experience, including his time at Fidelity, Andrew shares insights on managing financial, human, and social capital. From succession planning to family governance, he breaks down the complexities of sustaining generational wealth. Whether you’re planning a business transition or seeking to enhance your financial strategy, this episode offers valuable advice and resources. Tune in to learn how to build...
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59: Strategic Planning for Business Owners ft. Wayne Herring
Legacy Listens
In this episode of Legacy Listens, Senior Advisor and Partner Matt Kulp interviews Wayne Herring, founder of Business Builder Camp, about the transformative power of coaching for business owners. Matt shares how working with Wayne over the past three years has shaped his growth, from building a five-year strategic plan to leveraging peer advisory boards and one-on-one coaching. Wayne discusses the inspiration behind Business Builder Camp, the value of collaboration among diverse leaders, and the importance of visionary and integrator roles in driving business success.Tune in for actionable...
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58: Unlocking the Power of Sabbaticals for Personal Growth and Business Success with Matt Kulp and Natalie Hodak
Legacy Listens
In this special episode of Legacy Listens, COO, Natalie Hodak interviews Senior Partner, Matt Kulp about his transformative sabbatical after 23 years of leadership at Legacy Planning Partners. Matt shares how intentional preparation with his team ensured business growth during his absence and reflects on the challenges of stepping away. He discusses the importance of proactive planning, clear communication, and leaning on a strong support network. Matt also opens up about navigating personal challenges and finding renewed purpose. Discover how sabbaticals can inspire both personal growth and...
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57: Building Wealth and Human Development in the Business World Ft. Irina Baranov
Legacy Listens
In this episode of Legacy Listens, host Robert Wermuth sits down with Irina Baranov, a globally recognized executive coach and keynote speaker, for an inspiring conversation about leadership, personal growth, and wealth management. Irina shares her remarkable journey into executive coaching and peer group leadership, offering insights into her work with high-level groups like Vistage and TIGER 21. Listen in as she discusses the transformative TIGER 21 experience, where ultra-high-net-worth members navigate their wealth journey from financial success to a life of deeper significance. Packed...
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56. Reshaping Futures: The Harambee Foundation's Efforts to Save Tanzanian Children from the Streets Ft. Joshua Johnston
Legacy Listens
Join host Robert Wermuth on Legacy Listens bring you the remarkable story of Josh Johnston, Field Director for the Harambee Foundation and Founder of the Manyara Holistic Center (MAHOCE) in Tanzania. Joshua shares about his Pennsylvania roots to his transformative work in East Africa, he also discusses his journey of self-discovery and the powerful mission behind his efforts to keep street children in school. Together, we’ll explore the challenges, triumphs, and the lasting impact of the center on the local community. Tune in for an inspiring conversation about resilience, transformation,...
info_outlineJoin us in this episode as we engage in a captivating conversation with our host Jennifer Hodson and Sam Stroud, a seasoned Senior Advisor and Associate Partner at Legacy Planning. With over 35 years of experience in the financial services industry, Sam shares his experience on retirement planning, drawing parallels between the game of golf and preparing for a fulfilling retirement.
From the pre-round warm-up to the back nine, Sam explores the different phases of retirement and provides valuable insights on how to mentally and financially prepare for each stage. Discover the importance of visualizing your retirement goals, creating a solid financial foundation, and adapting to curve balls that may arise along the way.
As Sam and Jenn discuss the connection between golf and retirement, they highlight the significance of aligning visions with your partner, managing spending habits, and stress-testing your financial plan. Gain practical advice on preparing for the "Go-Go years" of retirement, where energy and spending may be at their peak, as well as the "Slow years," where a shift in lifestyle and careful planning becomes crucial.
Whether you're a golf enthusiast seeking wisdom from the fairways or someone looking to secure a prosperous retirement, this episode will provide you with valuable insights, actionable strategies, and a fresh perspective on planning for your golden years. Tune in to this engaging discussion and embark on a journey to master the 18 holes of life.
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