Legacy

The Legacy Podcast is a series of conversations with business owners who share their journey to financial freedom and the legacy they want to leave for the next generation. Their stories are empowering, educational, and encouraging.

Redefining Professional Growth and Personal Well-being 04/14/2025

Redefining Professional Growth and Personal Well-being After facing the harsh reality of burnout, Catherine Roe, author of "No More 24-7," shares her transformative journey to reclaiming her time and energy on the Business Legacy Podcast. Discover how Catherine's personal struggles inspired her to establish boundaries that paved the way for a healthier, more balanced life. She unveils the power of self-defined limits, emphasizing the often-overlooked commitment to oneself and the hidden guilt of not honoring these personal promises. Catherine's narrative, along with stories from other entrepreneurs, sheds light on the delicate dance of maintaining a harmonious blend of personal fulfillment and professional success. We also tackle the complex challenges of balancing work and life as a service-based business owner, sharing strategies for setting boundaries with clients to avoid burnout and ensure quality work. Listen in as we explore the significance of proactive planning and the pivotal role of growth-driven relationships in professional settings. The discussion extends to the creation of educational programs that foster shared experiences and support, enhancing accountability and flexibility. With resources from Cowart Roe, we uncover how financial literacy and personal development tools can help reclaim personal time, reinforcing the importance of structured routines and meaningful connections in navigating entrepreneurship. Timestamps 00:00:04 - Introduction to Catherine Rowe and Her Journey 00:01:45 - Catherine's Personal Path from Burnout to Boundaries 00:02:30 - Understanding Personal Boundaries and Their Importance 00:04:18 - Challenges of Work-Life Balance for Service-Based Entrepreneurs 00:05:30 - Setting Limits with Clients to Prevent Burnout 00:07:45 - Changing Mindsets Around Boundaries for Mutual Benefit 00:09:01 - Building Growth-Driven Relationships 00:10:30 - Creation of Educational Courses Post-Book Publication 00:13:00 - Accessing Resources from Cowart Roe for Financial Literacy 00:14:00 - Realizations and Insights from Advising Clients 00:17:15 - Finding Balance and Reclaiming Personal Time 00:18:15 - Encouragement to Explore Personal and Professional Boundaries 00:20:30 - Closing Remarks and Appreciation for the Audience Episode Resources: Find out more about Catherine and the course here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/36095690

The Future of Outdoor Entertainment Venue 04/07/2025

The Future of Outdoor Entertainment Venue What if you could transform the live entertainment landscape while driving monumental economic growth for cities? Join us as we sit down with JW Roth, the visionary behind Venu, whose passion for music and innovative approach to building luxury outdoor amphitheaters are changing how we experience live performances. Discover how Roth’s transition from founding Roth Premium Foods to creating state-of-the-art venues was driven by the surging demand for concert tickets and the influx of new artists. He shares his unique strategy of mirroring successful public-private partnerships in sports, leading to groundbreaking projects like the Ford Amphitheater and nearly a billion dollars in amphitheater construction already underway. Roth’s journey is an inspiring tale of transforming passion into a thriving enterprise with far-reaching impact. In our conversation, we explore how these multi-seasonal venues don’t just host concerts but redefine them with innovations like year-round temperature control, upscale dining options, and fractional ownership. Learn how cities like McKinney were convinced to invest big, thanks to projected economic benefits reaching billions. With a team assembled from industry giants like House of Blues and Live Nation, Venue is crafting unparalleled fan experiences. Tune in to discover how every detail is curated to elevate ambiance and redefine live entertainment for audiences nationwide. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:15 - Introduction of Guest JW Roth, CEO, Founder, and Chairman of Venu 00:00:40 - JW Roth's Transition from Food Manufacturing to Live Entertainment 00:01:20 - The Increasing Demand for Modern Concert Venus 00:02:10 - Inspiration from Public-Private Partnerships in Sports 00:02:45 - The Development of the Ford Amphitheater as a Model 00:03:30 - Overview of Nearly a Billion Dollars in Amphitheater Construction 00:04:18 - The Role of Economic Impact Studies in Securing City Investments 00:05:00 - Examples of Municipal Investments, Like McKinney's $100 Million Commitment 00:05:45 - Innovations in Multi-Seasonal Amphitheaters 00:06:30 - Introduction of Luxe Dining Options and Collaborations with Industry Giants 00:07:15 - Poaching Top Talent and Partnering with Major Promoters 00:08:00 - Creating Ambiance and the Importance of Fan Experience 00:08:45 - Unique Features of Venu's Amphitheaters 00:09:30 - JW Roth's Approach to Building Legacy and Generosity 00:10:15 - Roth's Vision for Venu's Future Expansion and Impact 00:11:00 - The Importance of Ambiance and Experience in Roth's Venues 00:11:45 - How JW Roth Finds Talent and Specialists for Venue 00:12:30 - Reflections on Feedback from Fans and Artists 00:13:15 - JW Roth's Personal Definition of Legacy 00:14:00 - Closing Remarks and Where to Find More Information About Venu Episode Resources: Find out more about Jw and VenuLive is up to here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/36019615

The Art of Emotional Intelligence in Business Success 03/31/2025

The Art of Emotional Intelligence in Business Success Let’s go deep into the secrets to mastering emotional intelligence with real estate mogul Bianca D'Alessio, CEO and founder of the Masters Division of Nest Seekers, and star of Selling Hamptons. Explore how she navigates the intricate world of high-net-worth clients by adapting her communication style to resonate with their unique energies and expectations. Bianca shares compelling insights into the art of authenticity and transparency, revealing how these strategies not only uncover hidden client dreams during home viewings but also build lasting relationships. Learn how she tackles the emotional hurdles clients face when departing from cherished family homes, offering them solutions that ease both logistical and emotional challenges. Balance is key, and Bianca's journey from overwork to well-being is a testament to this. Listen as she unfolds her personal narrative of relentless dedication to her business, which led to the realization that self-care is crucial for sustainable success. Discover the transformative power of prioritizing health—through better sleep and sobriety—and how it led to a harmonious blend of personal growth and professional triumph. As we touch on the exciting future projects, including the release of Bianca's book "Mastering Intentions," be inspired by her holistic approach to achieving success that emphasizes continuous learning and intentional living. Timestamps 00:00:00 - Introduction and Welcome to the Podcast 00:00:01 - Navigating Emotional Intelligence in Business 00:02:00 - Insights from Bianca DeLasio on High-Net-Worth Client Relations 00:04:00 - The Role of Emotional Intelligence in Real Estate 00:06:00 - Authenticity and Transparency in Client Communication 00:08:00 - Discovering Client Dreams and Aspirations 00:10:00 - Managing Emotional Transitions for Clients 00:12:00 - Continuous Learning and Refining Communication Strategies 00:14:00 - Finding Balance and Personal Growth 00:15:00 - Overcoming Burnout and Prioritizing Health 00:16:30 - Small Lifestyle Changes Leading to Big Impact 00:18:00 - Embracing New Projects and Personal Milestones 00:19:30 - Mastering Intentions: Upcoming Book Release 00:21:00 - Reflection on Holistic Approach to Success 00:22:00 - Closing Thoughts and Excitement for the Future 00:23:00 - Where to Find More About Bianca and Her Work Episode Resources: Find out more about Bianca and what she is up to on here website and instagram: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35911155

From Wedding Planner to CEO: A Floral Entrepreneur's Journey 03/24/2025

From Wedding Planner to CEO: A Floral Entrepreneur's Journey Innovative Wealth MediaJoin us as we sit down with Amy McCord, the visionary CEO and founder of Flower Moxie, to uncover her inspiring journey from wedding planner and florist to successful entrepreneur. Amy shares how she started Flower Moxie with a simple goal: to help DIY brides create beautiful wedding arrangements without breaking the bank. From humble beginnings at her kitchen table, she transformed her side hustle into a thriving online business, providing fresh flowers, tutorials, and recipes for brides looking to take the floral reins on their special day. Amy opens up about the pivotal moments that shaped her path, including hiring her first employee and recognizing the immense potential of her growing business. Throughout our conversation, Amy offers insights into her approach to nurturing business growth with humor and a positive mindset. She discusses the challenges and surprises she's faced along the way, as well as the invaluable lessons learned from her parents about maintaining integrity and reputation in business. Inspired by straightforward entrepreneurs like Barbara Corcoran, Amy aims to empower fellow small business owners with encouragement and advice. Listen in as Amy shares her story of perseverance, creativity, and the rewarding journey of building a business that not only thrives but also brings joy and beauty to others. Don't miss this engaging episode filled with inspiration and practical wisdom from a trailblazing entrepreneur. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Amy McCord's Background and Introduction to Flower Moxie 00:01:45 - Transition from Wedding Planner to Flower Moxie Founder 00:03:12 - Initial Steps and Goals for Flower Moxie's Creation 00:04:28 - Realizing the Business Potential Beyond a Side Hustle 00:05:45 - The Role of Emotional Intelligence in Wedding Planning 00:06:52 - Application of Wedding Planning Skills to Flower Moxie 00:08:15 - Navigating Business as an Introvert 00:10:33 - Humor and Self-Deprecation in YouTube Tutorials 00:11:45 - Influence of Parents and Lessons on Integrity 00:12:52 - Mentorship and Inspirations in Amy's Journey 00:14:00 - The Concept of Legacy and Amy's Perspective 00:15:15 - Where to Find More About Amy McCord and Flower Moxie 00:16:30 - Conclusion and Closing Remarks Episode Resources: Find out more about Amy and the beautiful flower kits she has here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35814290

From Nurse to Entrepreneur to Philanthropist 03/17/2025

From Nurse to Entrepreneur to Philanthropist What if turning a personal struggle into a business could not only change your life but also impact countless others? Join us as we chat with the inspiring Sarah Michelle Bose, who transformed her battle with test anxiety into MP Reviews, a thriving educational resource. During the pandemic, Sarah's innovative Life Study Groups provided students with essential guidance and mental health support. As a mother, author, and entrepreneur, her journey from nurse practitioner to successful businesswoman showcases how personal challenges can fuel incredible achievements. In our conversation, Sarah opens up about her strategic journey in the business world, including the successful sale of her company, which was initially just a valuation exercise. Her focus on nursing and mental health extends beyond her business, as evidenced by her impactful donation of $15 million to establish the Bose Family Congenital Heart Institute. Sarah's memoir sheds light on her experiences with obsessive-compulsive disorder, and her activism in mental health and congenital heart disease awareness adds layers to her enduring legacy. Explore Sarah's story and her unwavering commitment to making a difference at sarahmichellebowes.com. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:45 - Sarah Michelle Bose's Background: From Nurse to Entrepreneur 00:02:00 - The Origin of MP Reviews During the COVID Pandemic 00:03:30 - Addressing Test Anxiety and Building Confidence 00:05:00 - Rapid Growth and Success of the Initial Course 00:06:15 - Balancing Roles: Mother, Author, Entrepreneur 00:08:08 - Legacy Through Business and Activism 00:09:00 - The Decision to Sell MP Reviews 00:10:30 - Sarah's Memoir and OCD Diagnosis 00:12:00 - $15 Million Donation and Establishment of Bose Family Congenital Heart Institute 00:13:15 - Activism in Mental Health and Congenital Heart Disease Awareness 00:14:30 - Sarah's Future Goals and Personal Legacy 00:16:00 - Where to Learn More About Sarah Michelle Bose 00:17:00 - Closing Remarks and Gratitude for Listening to the Legacy Podcast Episode Resources: Find out more about Sarah and what she is doing now here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35651325

Transforming Landlord Challenges into Industry Solutions 03/10/2025

Transforming Landlord Challenges into Industry Solutions What if your side project could transform into a game-changing industry leader? Join us as we hear from Nathan Miller, the visionary CEO and founder of Rentec Direct, who turned a simple accounting tool for his landlord needs into a pioneering force in property management software. Nathan's story is one of innovation and growth, fueled by listening to early user feedback and leveraging his expertise in internet services and programming. From adding tenant screening to introducing electronic signatures, Nathan shares the journey of a tool that started free, capturing the attention of landlords everywhere. But the story doesn’t end with software innovation. We explore how AI is revolutionizing the property management industry, enabling companies to enhance efficiency and reduce workload. Nathan also emphasizes the significance of a supportive work environment, where team camaraderie and motivation are paramount. With aspirations for sustainable growth, Nathan discusses the importance of a positive legacy, one that benefits both employees and customers. Listen in for insights on leadership, team building, and a vision for a future where technology and human values go hand in hand. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:35 - Nathan Miller's Journey: From Landlord to Software Innovator 00:01:10 - The Birth of Rentec Direct: Solving Landlord Accounting Challenges 00:02:00 - User Feedback: Shaping the Evolution of Rentec Direct 00:03:05 - Integrating Features: Tenant Screening and Electronic Signatures 00:04:00 - Transitioning from Internet Services to Property Management Software 00:05:00 - Building Rentec Direct: From Side Project to Full-Time Venture 00:06:00 - The Importance of Listening to Users and Solving Real-World Problems 00:07:34 - Introduction to AI: Transforming Property Management 00:08:15 - AI Tools: Streamlining Rental Listings and Saving Time 00:09:00 - Company Culture: Fostering a Relaxed and Motivating Environment 00:10:00 - The Benefits of In-Person Team Building at Rentec Direct 00:11:00 - Sustaining Growth: Rentec's Journey Since 2009 00:12:00 - Future Aspirations: Time-Saving Features and Customer Impact 00:13:00 - Nathan's Vision for Rentec Direct and Its Legacy 00:14:00 - Reflections on Legacy: Employee and Customer Experiences 00:15:00 - Closing Remarks: Where to Learn More About Rentec Direct 00:15:45 - Conclusion and Thank You for Listening to the Business Legacy Podcast Episode Resources: Find out more about Nathan and the team here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35582345

Harnessing the Power of Modern Communication 03/03/2025

Harnessing the Power of Modern Communication Want the secrets to building a resilient business and learn how to future-proof your entrepreneurial journey with insights from our guest, Phil Portman. Listen as Phil shares his inspiring transformation from a difficult upbringing to becoming a successful entrepreneur, motivated by the desire to secure a stable future for his autistic son. Discover the importance of moving from micromanaging to empowering your team and creating systems that ensure your business can thrive independently, even in your unexpected absence. Phil's personal anecdotes shed light on crucial strategies, including estate planning and key person life insurance, that safeguard your business legacy. Stay ahead of the curve in communication technology with our exploration of the rising trend of text messaging in the U.S., particularly among those under 50. Phil and I discuss the immediacy and convenience of text messaging in urgent scenarios, illustrated by personal stories. We also tackle the challenges posed by spam and phishing, unveiling how the industry, alongside Phil's company Textdrip, is innovating solutions like delivery tracking and spam prevention. This episode is a compelling blend of business wisdom and tech insights, designed to equip you with the knowledge to both secure your business operations and enhance your communication strategies. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Phil Portman's Early Life and Motivation for Entrepreneurship 00:02:15 - Transition from Micromanaging to Empowering the Team 00:04:00 - The Importance of Estate Planning and Key Person Life Insurance 00:05:30 - Personal Anecdote: Business Associate's Health Crisis and Lessons Learned 00:07:00 - Strategies for Operational Resilience and Testing Systems 00:09:00 - Introduction to Text Messaging as a Preferred Communication Method 00:10:15 - Personal Experiences with the Convenience of Text Messaging 00:11:30 - Industry Challenges: Spam and Phishing in Text Messaging 00:12:51 - Textdrip's Innovative Solutions for Delivery Tracking and Spam Prevention 00:15:00 - Early Development and Challenges in Creating Textdrip 00:17:00 - Success in Targeting the Insurance Industry with Textdrip 00:18:45 - Advantages of Text Messaging Over Traditional Communication Methods 00:20:15 - Threats and Solutions for Future Text Messaging Security 00:22:30 - Ensuring High Deliverability and Accurate Reporting with Textdrip 00:24:00 - Case Study: Overwhelming Success of a Text Campaign 00:26:00 - The Importance of Personalized Customer Service at Textdrip 00:27:30 - Closing Remarks and Information on Trying Textdrip and Following Phil Portman Episode Resources: Check out what Phil is up to at Textdrip here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35484570

AI and Archetypes Creating New Gaming Experiences 02/24/2025

AI and Archetypes Creating New Gaming Experiences What is the secret of personal transformation? Can it be found through gaming? We sit down with Kelsey Falter, the visionary founder and CEO of Mother Games. Imagine a world where games go beyond mere entertainment, offering personalized journeys akin to Pixar’s storytelling magic, but in a digital space. Kelsey introduces us to their groundbreaking game, Le Zoo, which invites players on an introspective adventure using ancient archetypes. This episode unpacks how AI is woven into the fabric of Le Zoo, providing players with valuable self-discoveries and deeper connections with like-minded individuals. Explore the innovative mechanics of Le Zoo, as Kelsey explains how the game’s unique house system—like the House of Jewels and House of Infinity—encourages players to reflect on their behaviors and traits. This dynamic experience adapts to each player, fostering a growth journey rooted in the principles of the reticular activation system, which enhances everyday perception. Tune in to learn how Mother Games is redefining the gaming landscape, using AI to unlock profound insights about ourselves and our interactions with the world. This conversation is a must-listen for anyone interested in the transformative potential of technology and storytelling in gaming. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:11 - Introduction of Kelsey Falter and Mother Games 00:01:30 - Exploring the Intersection of Art, Technology, and Storytelling 00:02:45 - Mother Games' Inspiration from Pixar's Legacy 00:04:00 - Overview of Le Zoo: A Journey of Self-Discovery 00:05:20 - Understanding the Five Archetypal Houses in Le Zoo 00:06:55 - Role of AI in Enriching the Gaming Experience 00:08:15 - Connecting with Community Through Symbolic Gameplay 00:10:55 - Unlocking Personal Transformation Through Gaming 00:12:10 - The Personalized Engine and Reticular Activation System 00:13:40 - Impact of Archetypes on Player Self-Awareness 00:15:00 - Real-Life Applications of Game Archetypes 00:16:30 - The Power of Games in Transforming Brain Patterns 00:18:00 - Games vs. Other Habit-Forming Methods 00:19:30 - The Potential Global Impact of Transformative Gaming 00:21:00 - Vision for the Future: Reducing Global Conflict 00:23:00 - How to Engage with Mother Games and Le Zoo 00:24:30 - Closing Thoughts from Kelsey Falter 00:25:45 - Final Remarks and Where to Find More Information About Mother Games Episode Resources: Check out what Kelsey is up to with LeZoo and mother games here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35385000

The Art of Trust in Financial Stewardship 02/17/2025

The Art of Trust in Financial Stewardship Curious about the shift toward creating financial legacies that impact families in real-time? Join us for a transformative conversation with Brett Bernstein, CEO and co-founder of XML Financial Group, as we explore his journey from a major financial institution to starting his own independent firm. Brett opens up about the challenges and triumphs he faced when leaving Merrill Lynch, emphasizing the importance of client trust and education in building a successful business. We uncover the evolution of client interactions over the last two decades, noting an inspiring trend towards meaningful financial legacies that support loved ones during their lifetime. As we continue, we explore the changing dynamics of the workforce and how different generations are reshaping the industry. I share personal insights into the gratifying journey of entrepreneurship, highlighting the growth of clients and team members alike. The episode reveals the importance of cultivating a team-oriented culture that fosters personal and professional growth, instead of centering around individual leaders. We also discuss the promising future of wealth management, as the retirement of seasoned advisors opens doors for succession planning and new talent to shine. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:10 - Introducing Brett Bernstein, CEO and Co-founder of XML Financial Group 00:01:00 - Brett Bernstein's Transition from Merrill Lynch to Independent Wealth Management 00:03:30 - Challenges and Successes in Establishing XML Financial Group 00:05:15 - The Importance of Client Trust and Education in Independent Financial Firms 00:07:00 - Evolution of Client Interactions and the Growing Significance of Philanthropy 00:09:48 - Building a Legacy Through Hard Work: Workforce Dynamics and Entrepreneurial Gratification 00:12:00 - Creating a Team-Oriented Culture and Emphasizing Succession Planning 00:14:30 - The Fulfillment of Nurturing Talent and Watching Client Success 00:17:00 - Strategic Growth and Mergers in the Wealth Management Industry 00:19:30 - Identifying and Mentoring Talent within XML Financial Group 00:22:00 - Reflecting on Personal and Professional Legacy Goals 00:24:30 - Exciting Prospects for Growth and Innovation in Wealth Management 00:26:30 - Conclusion and Final Thoughts from Brett Bernstein 00:27:45 - Closing Remarks Check out XML Financial Group here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35289230

Innovative Approaches to Preserving Family Values 02/10/2025

Innovative Approaches to Preserving Family Values Discover how a pilot's dream of starting an airline unexpectedly paved the way to a fulfilling career in estate planning. Meet Kevin Quinn of Legacy Counselors, who shares his remarkable journey and the invaluable lessons learned from mentors that shaped his pioneering approach. This episode promises to redefine your understanding of legacy by focusing on the human elements that transcend financial wealth. Kevin's unique strategy involves cultivating ongoing relationships with clients, ensuring their estate plans reflect evolving family dynamics and priorities. Explore the innovative "My Family, My Wealth" program, which empowers families to manage and maximize their wealth across generations. This conversation delves into the complexities of modern family definitions and the importance of flexible estate planning. Kevin offers practical insights into engaging family members in meaningful wealth discussions, ensuring the continuity of values and goals. You'll be inspired by stories of families using opportunity trusts to create significant, positive impacts, proving that legacy is about more than money—it's about nurturing potential and fostering enduring family bonds. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:05 - Kevin Quinn's Journey from Pilot to Estate Planner 00:05:17 - Introduction to "My Family, My Wealth" Program 00:07:00 - Modern Family Structures and Evolving Estate Plans 00:11:30 - Engaging Family in Wealth Discussions and Philanthropy 00:16:47 - Creating Legacy Through Family Wealth and Opportunity Trusts 00:19:30 - Kevin's Personal Journey and Expanding Legal Practice 00:21:00 - The Impact of Family Wealth on Community and Generations 00:24:00 - Kevin Quinn's Vision for Helping People Realize Their Potential 00:27:00 - Where to Find More Information About Legacy Counselors and the "My Family, My Wealth" Process 00:28:00 - Closing Remarks Check out My Family, My Wealth Program here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35198785

The Heartfelt Journey to Preserve Family Legacies 02/03/2025

The Heartfelt Journey to Preserve Family Legacies What if you could preserve the voices and stories of your loved ones for future generations? Join us as we sit down with Charlie Greene, the co-founder of Remento, who shares how the loss of his father and his mother's battle with cancer inspired a revolutionary way to capture family legacies. Through Remento, Charlie has created a tool that transforms the art of storytelling into a lasting family treasure. By turning recorded interviews into tangible keepsake books with QR codes for audio playback, Remento captures the essence of loved ones, ensuring their voices and stories remain accessible and secure. We explore the emotional and technical challenges families face when documenting personal stories, especially during gatherings filled with distractions. Charlie recounts the pivotal shift from an in-person tool to a flexible mobile app, making it easier to record stories anytime, anywhere. We dive into the significance of documenting family history and how Remento offers a seamless solution for preserving these invaluable memories. Tune in to learn how you can start capturing your family's legacy today, and visit Remento's website for more information on their innovative app. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:09 - Introduction to Charlie Green and Remento 00:00:51 - Personal Inspiration Behind Remento: Loss and Family Memories 00:03:20 - Realization of Importance of Capturing Family Stories 00:05:45 - Initial Challenges in Developing Remento 00:08:51 - Creating Meaningful Family Memories with Technology 00:10:10 - Overcoming Hurdles in Documenting Family Stories 00:13:00 - Emotional Impact of Preserving Loved Ones' Voices 00:14:30 - Ensuring Data Security and Accessibility 00:17:05 - Evolution of Remento: From In-Person to Mobile App 00:18:40 - Challenges Faced During Family Gatherings 00:20:15 - Redesigning the App Based on User Feedback 00:22:00 - The Importance of Legacy and Personal Stories 00:23:45 - Charlie's Vision for Remento and Preserving Legacies 00:25:10 - Where to Find More Information About Remento 00:26:00 - Conclusion and Final Thoughts from Charlie Green 00:27:00 - Closing Remarks and Encouragement to Preserve Family Memories Check out Remento for your self: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35101930

Why Being Risk-Averse Could Be Sabotaging Your Next Big Idea 01/27/2025

Why Being Risk-Averse Could Be Sabotaging Your Next Big Idea What happens when a legal expert in international taxation pivots to tackle the complexities of freelance workforce management? Join us as we explore Pavel Shynkarenko's remarkable journey from law offices in Ukraine to the bustling entrepreneurial scene in Moscow. Pavel, the CEO and founder of Mellow, shares how his experience with clients facing challenges in freelance contract management inspired the creation of a cutting-edge platform, Mellow. This episode is not just about business innovation; it's about recognizing opportunity in recurring problems and turning them into groundbreaking solutions that are reshaping the way companies handle their freelance teams across the globe. Legacy isn't just about what you leave behind in business—it's about the values and cultural identity you pass on to future generations. We discuss the powerful influence of parental behavior on children and why modeling positive decision-making and work-life balance is crucial. Our conversation travels through diverse cultural landscapes, from the Netherlands to Thailand, offering insights into how living in different countries can enrich personal growth and understanding. Alongside these reflections, we share practical advice from studies on modern migration and cultural adaptation, highlighting how to preserve cultural identity while thriving in new societies. Whether you're an entrepreneur, a parent, or a cultural enthusiast, this episode offers valuable perspectives on building a lasting legacy. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Meet Pavel Shynkarenko, CEO and Founder of Mellow 00:01:15 - Transition from Legal Practice to Entrepreneurship 00:02:40 - Identifying the Need in Freelance Management 00:04:00 - Creation of Mellow: A Contractor of Records Platform 00:05:30 - Challenges of International Freelance Management 00:07:00 - Early Career and Legal Practice in Ukraine 00:08:20 - Move to Moscow and Encountering Real Competition 00:09:45 - Shifting Mindset from Lawyer to Entrepreneur 00:11:00 - Balancing Work and Family Life 00:12:26 - Exploring Cultural Legacy and Life Balance 00:13:00 - Influence of Parental Behavior on Children 00:14:30 - Integrating into New Societies While Preserving Cultural Identity 00:15:50 - Insights from Living in Multiple Countries 00:17:10 - Building a Legacy through Business and Cultural Contributions 00:18:30 - Future Plans: Studying Modern Migration and Cultural Adaptation 00:19:45 - Reflections on the Impact of Diverse Cultures 00:21:00 - Conclusion and Reflections on Legacy Building 00:22:30 - Closing Remarks Episode Resources: Find More About Mellow here: Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/35000570

Visionary Leadership in Modern Construction 01/20/2025

Visionary Leadership in Modern Construction Discover the secrets behind scaling a regional construction company to a national powerhouse with Clark Lowe, the dynamic CEO and President of O'Connor Company. Have you ever wondered what it takes to tap into a nationwide talent pool while redefining roles within an industry known for its traditional practices? Join our conversation as Clark shares his journey of transformation, offering insights into the innovative strategies that have propelled O'Connor Company towards its ambitious goal of a potential IPO by 2032. What if the key to workplace success lies in shifting from balance to fulfillment? We explore this intriguing perspective, emphasizing the importance of self-regulated individual contributors (SRIC) who thrive on independence and personal growth. Clark and I examine the challenges of maintaining high productivity and satisfaction in a rapidly expanding company, where remote and hybrid work are becoming the new norm. Strategies such as significant time off and decentralized decision-making emerge as pivotal tools in navigating these complexities, all while fostering a cohesive company culture. Finally, the episode touches on the profound interplay between work, family, and legacy, with inspirations drawn from iconic figures like Kobe Bryant and Elon Musk. Clark outlines the sacrifices needed for excellence and the importance of focusing on individual strengths to leave a meaningful impact. We aim to inspire listeners to embrace their unique abilities, creating a supportive environment where everyone can thrive. Get a glimpse into Clark Lowe's vision for a prosperous future and learn how you might become part of the thriving O'Connor Company. Timestamps 00:00:01 - Introduction and Welcome to the Podcast 00:00:13 - Clark Lowe's Entrepreneurial Journey and National Success 00:01:25 - Transitioning from Regional to National Construction Platform 00:02:40 - Challenges and Opportunities in National Expansion 00:03:55 - Innovative Remote and Hybrid Work Models in Construction 00:05:10 - Redefining Roles of Project Managers and Assistant Project Managers 00:06:30 - Vision for Growth and IPO Ambitions by 2032 00:08:00 - Betting on Oneself and Overcoming Skepticism 00:09:15 - Leadership Insights and Influences 00:10:30 - Introduction of Self-Regulated Individual Contributors (SRIC) 00:12:33 - Strategies for Managing Growth and Preventing Burnout 00:13:45 - Importance of Decentralized Decision-Making 00:15:00 - Challenges of Maintaining Culture in a Remote Environment 00:16:15 - Balancing Work and Personal Life as a Leader 00:17:40 - Drawing Inspiration from Kobe Bryant's Sacrifices for Success 00:18:50 - Creating an Epitaph and Guiding Legacy 00:19:55 - Emphasizing Strengths Over Weaknesses for Success 00:21:11 - Importance of Supporting Individual Talents in Society 00:21:50 - Where to Learn More About Clark Lowe and O'Connor Company 00:22:30 - Closing Remarks Episode Resources: Go to to find out more about what Clark is doing. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/34893330

Mastering Risk Management & Unlocking Business Resilience with 831B 01/13/2025

Mastering Risk Management & Unlocking Business Resilience with 831B How can businesses safeguard themselves against economic uncertainties using the 831B tax code? Join us as we welcome Van Carlson, the innovative founder and CEO of SRA831B, who unveils the potential of this tax code as a powerful tool for business risk management. From the complexities of the 1986 Tax Reform Act to the practicalities of building a financial reserve with pre-tax dollars, Van breaks down how businesses can manage self-insured risks effectively. Traditional insurance markets often leave gaps, but with 831B plans, companies can create their own financial buffer to tackle unforeseen expenses and maintain business continuity. We illustrate this with real-world examples, such as auto dealerships and warranties, highlighting how these strategies mirror the operations of large insurance companies and benefit industries across the board. In our discussion, Van shares his fascinating journey from being a history teacher and football coach to becoming a trusted insurance professional dedicated to ensuring client success. The episode focuses on the importance of integrity, honest communication, and setting up sound risk management practices for small and mid-sized businesses. We emphasize educating business owners on the necessity of financial reserves, not just for physical damages but also for modern threats like cyber risks. By advocating for sensible regulations and tax incentives, Van and SRA831B are committed to equipping businesses with the tools they need to thrive amidst economic challenges, ensuring a legacy of sustainability and success. Tune in to discover how these insights can revolutionize your approach to risk management and secure your business's future. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:12 - Introducing Van Carlson and SRA831B 00:00:30 - Explanation of 831B Tax Code for Businesses 00:02:15 - Importance of Risk Management in Modern Business 00:03:45 - The Genesis of the 831B Tax Code 00:05:00 - Challenges in Traditional Insurance Markets 00:06:30 - Building Financial Reserves with 831B Plans 00:08:10 - The Role of SRA831B in Risk Management 00:09:00 - Real-World Applications: Auto Dealerships and Agricultural Giants 00:10:15 - Importance of Identifying Unfunded Liabilities 00:11:58 - Managing Insurance Policies and Risk Financing 00:13:20 - Advantages of 831B Plans in Risk Management 00:14:45 - Industries Benefiting from 831B Strategies 00:16:00 - Transition from Educator to Insurance Innovator 00:17:00 - Emphasizing Integrity in Business Practices 00:18:15 - Impact of COVID-19 on Business Risk Management 00:19:30 - Educating Clients on Self-Insured Risk Management 00:20:25 - Leaving a Legacy of Business Resilience 00:21:30 - Promoting Sensible Regulations and Tax Incentives 00:22:45 - Preparing Businesses for Cyber Threats and Emerging Risks 00:24:00 - Conclusion and Final Thoughts from Van Carlson 00:25:00 - Closing Remarks and Where to Find More Information About SRA831B Resources from the Episode: Go to to find out more about what SRA 831 is up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/34808345

Fostering Connection and Growth in Leadership 01/06/2025

Fostering Connection and Growth in Leadership Join us on the Legacy Podcast as we welcome Cheryl Mason, founder of Catalyst Leadership Management, to share her inspiring journey from a military spouse to a pioneering leader in the government sector. Cheryl recounts her career progression, including her remarkable role as the first woman and military spouse to chair the Board of Veterans Appeals. Through this conversation, Cheryl reveals the transformative leadership strategies she employed, focusing on investing in and supporting her team, which resulted in remarkable improvements in productivity and morale. Listen in as Cheryl provides valuable insights into transitioning from a command-and-control leadership style to a more empathetic approach, emphasizing the importance of human connection and open communication. Discover the power of effective leadership through communication and action as we explore the significance of open communication and accessibility in fostering a valued and engaged workforce. Cheryl discusses the challenges of consulting for organizations that may not fully recognize their role in employee engagement and highlights the gratifying experience of showing people their value. This episode underscores the importance of leaving a personal legacy of purpose and impact. Tune in to hear Cheryl's reflections on an alternative career in psychology and how her fascination with human behavior has shaped her leadership style, making this a truly insightful conversation on leadership transformation. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:30 - Cheryl Mason's Background: From Military Spouse to Leadership Management 00:01:45 - Career Progression in Government: Becoming the First Woman Chair of the Board of Veterans Appeals 00:03:00 - Transition from Command-and-Control to Empathetic Leadership 00:04:30 - The Importance of Human Connection and Open Communication in Leadership 00:06:00 - Investing in and Supporting Teams to Transform Organizational Culture 00:09:02 - The Role of Open Communication in Effective Leadership 00:10:30 - Implementing Employee Suggestions to Boost Efficiency 00:12:00 - Consulting Challenges: Engaging Organizations in Employee Involvement 00:13:30 - The Gratifying Aspect of Empowering Individuals to Recognize Their Value 00:15:00 - Cheryl's Reflections on a Potential Career in Psychology 00:17:35 - Closing Remarks Episode Resources Go to to find out more about Cheryl. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/34719295

Transforming Challenges into Business Success 12/30/2024

Transforming Challenges into Business Success What happens when a mother's personal health battles ignite a passion to support others in similar struggles? Meet Heather Roberts, the visionary founder of MomBomb, who transformed her challenges into a thriving enterprise dedicated to helping mothers in crisis. In our latest episode, Heather unfolds her remarkable journey from overcoming her health issues in 2017 to building a brand that not only offers all-natural bath and shower products but also funds grants for families in need. You'll gain insights into her innovative path to success, including the development of a patented CBD bath bomb and her strategic focus on keeping products affordable by slashing overhead costs. As MomBomb gains national traction, Heather’s story is a beacon of resilience and creativity that continues to inspire. The episode also touches on the intricate dance between parenting and entrepreneurship, offering a window into how one can foster resilience in children by allowing them to navigate challenges independently. I share my own experiences of stepping back to let my daughter excel in her TikTok doll venture, underscoring the value of learning from mistakes. We also discuss the notion of achieving success with kindness in the business realm and the importance of staying vigilant against those who might exploit one’s passions. Looking forward, we explore exciting plans for expansion into major retailers, all while staying committed to supporting families in crisis. This conversation is packed with valuable lessons and inspiration, making it a must-listen for anyone navigating the worlds of business and parenting. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Heather Roberts' Journey and Founding of MomBomb 00:01:45 - Overcoming Health Challenges and Inspiring the MomBomb Mission 00:03:10 - Developing Innovative Products and Earning a Patent 00:04:25 - MomBomb's Philanthropic Efforts and Nationwide Presence 00:05:50 - Balancing Entrepreneurship and Parenting 00:07:23 - Importance of Resilience in Parenting 00:08:15 - Personal Anecdotes: Daughter's Entrepreneurial Success on TikTok 00:09:10 - Kindness vs. Ruthlessness in Business 00:10:05 - Key Lessons Learned as an Entrepreneur 00:11:30 - Future Plans: Expansion into Major Retailers 00:12:45 - Closing Thoughts and How to Support MomBomb's Mission Episode Rescources: Go to to purchase products. And visit to support mom’s. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/34634165

Revolutionizing Tax Approaches for Businesses 12/23/2024

Revolutionizing Tax Approaches for Businesses Have you ever wondered why your CPA might not be the tax-strategist you thought they were? Discover the hidden gaps in traditional tax compliance with our special guest, Kevin Jerry, the CEO and founder of Kevin A Jerry, MST and Associates. Kevin takes us through his fascinating journey from a struggling printing industry veteran to a titan in tax strategies and consulting. A chance encounter with cost segregation ignited his passion and redirected his career path, leading him to pursue a master's degree in real estate taxation. For over 15 years, Kevin has been on a mission to demystify complex tax strategies and help others save on taxes, all while finding joy and fulfillment in his work. In our conversation, we navigate the often-overlooked world of tax strategy within entrepreneurship, revealing how many CPAs focus mainly on compliance rather than proactive tax reduction. Kevin shares invaluable insights into why specialized tax strategists are essential for managing tax liabilities effectively. Whether you're an entrepreneur or simply interested in optimizing your tax situation, this episode offers practical guidance on engaging effectively with tax professionals and understanding the intricacies of tax strategies. Embark on a transformative journey with us and gain the knowledge you need to take control of your financial future. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:02:00 - Kevin Jerry's Background in the Printing Industry 00:02:19 - Discovering Cost Segregation and Transition to Tax Strategies 00:03:00 - Pursuing a Master's Degree in Real Estate Taxation 00:04:00 - Helping Others Save on Taxes and Understanding Tax Strategies 00:05:00 - Importance of Specialized Tax Strategists vs. CPAs 00:06:30 - Self-Education and Engaging with Tax Attorneys and CPAs 00:08:00 - The Surprising Gaps in CPA Knowledge 00:09:30 - Strategies for Managing Tax Liabilities Effectively 00:11:00 - Insights into Tax Code Changes and Staying Informed 00:12:30 - Real Estate Professional Status and Audit Sensitivity 00:14:00 - Kevin's Personal Legacy and Mentoring His Son 00:15:30 - Kevin Jerry's Contact Information and Resources 00:17:00 - Closing Remarks Go to . To find out more about them. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/34556705

Rising Together Stories of Women and Crowdfunding 12/16/2024

Rising Together Stories of Women and Crowdfunding From witnessing economic disenfranchisement to pioneering a platform that uplifts women during life's critical moments, Gerry Poirier journey is nothing short of inspiring. As the founder of AngelLink, Gerry shares how her financial background propelled her to create this unique crowdfunding platform, designed and powered by women to cater specifically to their needs. With women comprising 70% of users on crowdfunding platforms, AngelLink not only addresses basic human needs like medical costs and funerals but also aims to tap into the $3 trillion opportunity gap for women entrepreneurs. Join us as Gerry passionately talks about the mission to empower women, especially those in underserved communities, and bridge the economic imbalance they face. Experience stories of resilience and triumph through the lens of AngelLink's impact on real lives. From Katie's victory over breast cancer to Terry's recovery from severe burns and the Hurt family's heartwarming journey of adopting 12 children, these narratives celebrate the spirit of community support. As we mark a milestone of 100,000 users, we envision expanding AngelLink's services to include microloans, creating a global community where women can secure financial support for crises and entrepreneurial endeavors alike. Tune in to learn how you can be part of this movement, embodying the spirit of "America's angels" in fostering connections and providing aid where it's needed most. Timestamps 00:00:00 - Introduction 00:00:15 - Gerry Poyer's Background and Inspiration for Founding AngelLink 00:01:30 - The Economic Disenfranchisement of Women and Gerry's Motivation 00:03:45 - Overview of AngelLink's Mission and Unique Positioning 00:05:00 - Addressing Basic Human Needs and the $3 Trillion Opportunity Gap 00:07:15 - Challenges Women Face in Securing Funding for Small Businesses 00:09:00 - The Role of AngelLink in Bridging the Economic Imbalance 00:10:30 - Empowering Women in Underserved Communities Through Crowdfunding 00:14:38 - Impactful Stories of Women Empowerment and Humility 00:15:30 - Celebrating AngelLink's Milestone of 100,000 Users 00:16:45 - Katie's Triumph Over Breast Cancer with AngelLink's Help 00:18:00 - Terry's Recovery from Severe Burns and the Support He Received 00:19:15 - The Hurt Family's Heartwarming Adoption Journey and Community Support 00:20:30 - Vision for AngelLink's Future Expansion and Microloans 00:21:34 - Angel Link: Connecting Those in Need with Generous Donors 00:22:00 - Encouraging Listeners to Engage and Support the Community 00:22:45 - Closing Thoughts Resources: Go to . To find out more about how to give money or receive money. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/34443525

The Future of Employee Benefits 12/09/2024

The Future of Employee Benefits Ever wish employee benefits could go beyond the usual offerings and tackle real-life stressors? Join us as we chat with John Cooper, co-founder of Overalls, a company that's transforming how we think about workplace support by addressing everyday challenges like insurance hassles and caregiving needs. Discover how John's personal experiences led to the creation of this innovative service and how Overalls has achieved a remarkable product-market fit by engaging with employers to fill a crucial gap. With a seamless integration into the workplace and an easy-to-use platform, Overalls is here to offer relief from the chronic stressors we all face, aiming to improve both employee well-being and productivity. In our conversation, we also unravel the unpredictable journey of entrepreneurship with John, sharing insights on emotional resilience and risk management in the face of unforeseen events like pandemics and financial crashes. We challenge the perceived safety of corporate roles versus startups, and reflect on the agency and unpredictability inherent in both paths. As Overalls scales and educates the market, learn about the role of thought leadership and the exciting integration of technology that keeps people at the heart of problem-solving. This episode is a testament to the dynamic nature of building a startup while staying committed to solving real issues with innovative solutions. Timestamps 00:00:00 - Introduction 00:00:30 - Introducing Eric Malka: From Undocumented Immigrant to Entrepreneur 00:02:00 - Early Entrepreneurial Ventures: Private Label Surfwear in the Caribbean 00:03:15 - Moving to Miami and Transitioning to New Ventures 00:04:45 - Founding The Art of Shaving: Inspiration and Vision 00:06:20 - Building a Brand in Men's Grooming: Challenges and Breakthroughs 00:08:00 - The Impact of New York Times Coverage on Business Growth 00:09:30 - Strategic Pivoting: From Retail to Wholesale and Back 00:11:00 - Founding Strategic Brand Investments: Vision and Purpose 00:12:30 - Reflecting on Entrepreneurial Lessons and Failures 00:14:00 - Importance of Mentorship and Tools for Modern Entrepreneurs 00:15:30 - Recognizing and Developing Talent: The Role of Eric's Wife 00:17:00 - Strategic Brand Investments: Focus on Luxury, Beauty, Grooming, and Wellness 00:18:30 - The Fulfillment of Mentoring Aspiring Entrepreneurs 00:20:00 - Legacy Goals: Promoting Natural Living and Entrepreneurial Support 00:21:30 - How to Connect with Eric Malka and Strategic Brand Investments 00:22:00 - Conclusion and Closing Remarks Go to . To find out more about what they do and how they can help you. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/34321865

A Visionary's Impact on Men's Grooming- The Art of Shaving 12/02/2024

A Visionary's Impact on Men's Grooming- The Art of Shaving Ever wondered what it takes to transform an ordinary idea into a legacy? Discover the inspiring journey of Eric Malka, the mastermind behind The Art of Shaving, as he shares how he seized a unique opportunity and revolutionized the men's grooming industry in the United States. From his early days as a 19-year-old undocumented immigrant to becoming a renowned entrepreneur, Eric's story is a compelling testament to the power of vision and execution. Here, he reveals the pivotal moments that shaped his path, including a transformative encounter with traditional English wet shaving and his early ventures in the Caribbean that set the stage for his entrepreneurial success. Join us as Eric offers invaluable insights and lessons from his career, revealing the importance of adding value and serving upcoming entrepreneurs. With humor and sincerity, he discusses the challenges and triumphs faced on his journey, emphasizing the need for precise execution and passionate pursuit of one's goals. Eric's candid reflections on his experiences provide a treasure trove of wisdom for anyone looking to leave a lasting impact in the world of business. Tune in for an engaging conversation that promises to inspire and empower you to pursue your own entrepreneurial aspirations. Timestamps 00:00:00 - Introduction 00:00:30 - Introducing Eric Malka: From Undocumented Immigrant to Entrepreneur 00:02:00 - Early Entrepreneurial Ventures: Private Label Surfwear in the Caribbean 00:03:15 - Moving to Miami and Transitioning to New Ventures 00:04:45 - Founding The Art of Shaving: Inspiration and Vision 00:06:20 - Building a Brand in Men's Grooming: Challenges and Breakthroughs 00:08:00 - The Impact of New York Times Coverage on Business Growth 00:09:30 - Strategic Pivoting: From Retail to Wholesale and Back 00:11:00 - Founding Strategic Brand Investments: Vision and Purpose 00:12:30 - Reflecting on Entrepreneurial Lessons and Failures 00:14:00 - Importance of Mentorship and Tools for Modern Entrepreneurs 00:15:30 - Recognizing and Developing Talent: The Role of Eric's Wife 00:17:00 - Strategic Brand Investments: Focus on Luxury, Beauty, Grooming, and Wellness 00:18:30 - The Fulfillment of Mentoring Aspiring Entrepreneurs 00:20:00 - Legacy Goals: Promoting Natural Living and Entrepreneurial Support 00:21:30 - How to Connect with Eric Malka and Strategic Brand Investments 00:22:00 - Conclusion and Closing Remarks Go to . To find out more about how Eric can help you. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/34205385

How ADUs Are Transforming Real Estate 11/25/2024

How ADUs Are Transforming Real Estate Step into the innovative world of Accessory Dwelling Units (ADUs) with Whitney Hill, co-founder of Snap ADU, as she shares her journey from the East Coast's finance scene to becoming a trailblazer in California's booming ADU market. Whitney reveals how regulatory shifts have turned ADUs into a sought-after real estate trend, offering unique opportunities for additional housing on existing properties. Explore the strategic decisions that propelled Snap ADU's growth, such as the decision to bring design and permitting in-house, ensuring both transparency and scalability. As the housing market navigates rising interest rates, learn how Snap ADU successfully transitioned from standardized plans to bespoke solutions, all while maintaining top-notch quality for owner-occupants. Discover the diverse motivations clients have for building ADUs, from rental income to housing family members, and the customization challenges these projects entail. Whitney shares insights from her experience in operations management and consulting, which laid the groundwork for her success in real estate. With a focus on San Diego County, Snap ADU's specialization in detached units has solidified its market presence. Whitney offers a glimpse into the balance of managing high overheads while gaining efficiencies with in-house contractors. Plus, insights into her stress management techniques and aspirations for leaving a meaningful legacy underscore the company's commitment to community impact in the San Diego area. Timestamps 00:00:00 - Welcome to the Business Legacy Podcast 00:00:30 - Whitney Hill's Background: From Finance to ADUs 00:01:45 - Understanding ADUs: California's Regulatory Shifts 00:03:15 - Snap ADU's Strategy: Bringing Design and Permitting In-House 00:05:32 - Motivations for Building ADUs: Rental Income and Family Housing 00:07:00 - Challenges of Customizing ADUs: Extended Timelines and Permitting 00:09:30 - Whitney's Career Journey: From Operations Management to Real Estate 00:11:00 - Specializing in San Diego: Focus on Detached ADUs 00:13:48 - Transition to Custom Work: Adapting to Longer Timelines 00:15:30 - Building a Cohesive Team: Learning from Diverse Industries 00:17:00 - Stress Management Techniques: Organizing Tasks with Asana 00:18:45 - Legacy and Community Impact: Transparency and Education in San Diego 00:20:30 - Conclusion and Final Thoughts from Whitney Hill 00:21:00 - Closing Remarks Go to . To find out more about what they are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/34113166

Trust and Values in Lasting Leadership 11/18/2024

Trust and Values in Lasting Leadership Unlock the secrets of building an enduring business legacy with Jeff Oskin, founder of NewLogiq, as he shares the guiding principles that have steered his company through uncharted waters. Jeff opens up about his dedication to nurturing his business with unwavering values of trust, transparency, and perseverance, even during challenging times like a grueling six-month stint without clients. Learn how these core beliefs helped him secure his first clients and establish a solid foundation for future success. This episode promises rich insights into the mindset required to overcome obstacles and stay true to your values on the entrepreneurial journey. As your host, I reflect on the six spheres that define my life and how balancing them has shaped my path as a business owner and coach. From my roots in an entrepreneurial family to the challenges of maintaining balance in business and personal life, I share personal stories and experiences that highlight the importance of making a positive impact. Hear about a heartfelt moment of supporting an employee during a critical illness and my aspirations to leave a legacy of meaningful contributions. This episode is a thoughtful exploration of personal growth, leadership, and the lasting power of values in business and life. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:12 - Introduction of Jeff Oskin and NewLogiq 00:00:35 - The Importance of Values in Business Creation 00:01:45 - Overcoming Early Business Challenges 00:03:20 - Trust and Transparency with Clients 00:05:00 - Building a Company Not Focused on Exit 00:06:30 - Aligning Personal and Company Values 00:08:10 - Jeff Oskin's Reflections on Company Growth 00:09:30 - Navigating Personal Trust in Business Deals 00:11:50 - The Six Spheres of Life: Balancing Business and Personal Life 00:13:20 - Influence of Family on Business Aspirations 00:14:30 - Making a Meaningful Impact Through Business 00:15:45 - Lessons Learned from Business Transactions 00:16:30 - Supporting Employees Through Personal Challenges 00:18:32 - Expertise in Business Growth and Leadership 00:19:15 - Offering Executive Coaching and Leadership Development 00:20:00 - Bringing an Outside Perspective to Business Transitions 00:21:00 - Conclusion and Final Thoughts from Jeff Oskin 00:21:45 - Closing Remarks Go to . To find out more about what they are up to. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . For more information: Visit to access the shownotes and additional resources on the episode. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/33956197

From Adversity to Advocacy 11/11/2024

From Adversity to Advocacy What if the resilience of one person could transform the lives of countless foster children? In this episode, we're joined by Rob Scheer, the founder of Comfort Cases, who opens up about his extraordinary journey from a challenging childhood in the foster care system to becoming a beacon of hope and change for children in need. Rob shares the heart-wrenching story of growing up as the youngest of ten siblings, highlighting the harsh realities and minimal choices within the foster care system. Despite overwhelming obstacles, Rob’s commitment to creating a positive impact shines through as he emphasizes the fundamental need for compassion and care for all children. Listeners will be moved by Rob's candid recounting of the emotional struggles he faced while navigating the foster care system alone, often feeling like an outsider in what was supposed to be his home. Witness his inspiring journey of perseverance, from the disillusionment of being forced out at 18 to the triumph of high school graduation against all odds. As Rob joins the U.S. Navy, he seeks an escape from his past and a stepping stone to a brighter future. This narrative is not only a testament to his grit and determination but also a powerful reminder of the systemic hurdles faced by those growing up in foster care. Rob's story takes a transformative turn when he embraces fatherhood, deciding to adopt children with his husband, Reese. He shares the challenges and joys of building a family, reflecting on how his aspirations shifted from material success to providing a loving and dignified home for his children. Through this life-altering decision, Rob challenges societal norms, revealing the unexpected fulfillment that comes with prioritizing family. Join us as we explore Rob's unwavering commitment to fostering positive change, offering a heartfelt narrative that underscores the importance of love, dignity, and resilience in the journey towards creating a better world for foster children. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:30 - Introduction of Guest: Rob Shear, Founder of Comfort Cases 00:01:00 - Rob Shear's Background: Childhood and Entry into Foster Care 00:04:12 - Navigating the Foster Care System: Challenges and Resilience 00:07:30 - Turning 18 and Facing Homelessness: Rob's Journey to Survival 00:11:55 - Overcoming Adversity: Joining the U.S. Navy and Life After Discharge 00:14:00 - Finding Stability: Rob's Early Career and Pursuit of Education 00:18:25 - Embracing Fatherhood: Adoption Journey with Husband Reese 00:20:30 - Founding Comfort Cases: Mission to Provide Dignity for Foster Children 00:23:45 - Expanding the Family: Adopting Siblings and Overcoming Challenges 00:27:00 - The Impact of Comfort Cases: Eliminating Trash Bags in Foster Care 00:30:00 - Rob Scheer's Legacy: Teaching Empathy and Building a Loving Family 00:33:00 - Closing Thoughts: Rob Shear on Redefining Success and Advocacy 00:35:00 - Closing Remarks Go to . To find out how you can help foster children. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/33866182

Crafting Authentic Dates in a Digital Age 11/04/2024

Crafting Authentic Dates in a Digital Age What if a dating app could change the way we connect, not just online but in real life? Discover how Joe Feminella, the visionary CEO and founder of First Rounds On Me, is transforming the dating landscape by blending traditional courtship with cutting-edge technology. In this episode of the Business Legacy Podcast, Joe shares his insights into how current dating apps have deviated from fostering genuine connections, often becoming mere tools for validation. He reveals First Rounds On Me's game-changing features designed to encourage authentic interactions, such as initiating contact with an actual date request, limiting users to one date per day, and enabling chat only 24 hours before meeting. These innovative measures ensure that users can truly focus on building meaningful and respectful relationships from the start. As the conversation unfolds, Joe takes us on his entrepreneurial journey from the B2C dating world to exploring B2B opportunities, expanding the dating experience beyond individuals to include venues as key partners. With a background in sports and finance, Joe's entrepreneurial spirit has been shaped by his experiences and the influence of leaders like Derek Jeter and Steph Curry. He highlights the potential for popular date spots to offer valuable insights and enhance the matchmaking process. Joe also discusses the fundamental elements of relationship dynamics, emphasizing the importance of resilience, adaptability, and mutual growth in both business and personal relationships. Tune in to explore how teamwork and coachability drive Joe's approach to fostering connections in the digital age. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast 00:00:25 - Joe Feminella's Background and Founding of First Rounds On Me 00:01:30 - Identifying Shortcomings in Traditional Dating Apps 00:02:15 - Creating a Hybrid Between Traditional Dating and Technology 00:03:10 - Key Differentiators of First Rounds On Me 00:04:45 - The Importance of Authentic Connections in Dating 00:05:30 - Encouraging Real-Life Interactions Over Digital Swipes 00:06:20 - Feedback Mechanisms for Ensuring User Authenticity 00:07:19 - Transition from B2C to Exploring B2B Opportunities 00:08:05 - Integrating Venues into the Matchmaking Experience 00:09:00 - Joe's Background in Sports and Finance 00:09:45 - Drawing Inspiration from Leaders and Athletes 00:10:30 - Importance of Teamwork and Adaptability in Business 00:11:15 - Building a Life and Business with a Partner 00:12:00 - The Future Vision for First Rounds On Me 00:13:00 - Potential Expansion Beyond Dating 00:14:00 - Leveraging B2B Market Opportunities 00:15:00 - Joe's Entrepreneurial Journey and Influences 00:16:00 - Life Lessons from Sports and Business Leaders 00:17:00 - Relationship Dynamics and Building a Lasting Partnership 00:18:00 - Encouraging Growth and Adaptability in Relationships 00:19:00 - Where to Find More Information About Joe and First Rounds On Me 00:19:45 - Closing Remarks Resources: Go to . To read the blog and listen to the podcast and find out how this app is different. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/33756327

The Power of Community Support in Gifting 10/28/2024

The Power of Community Support in Gifting Have you ever wondered how a simple act of gift-giving could evolve into a movement of sustainable community support? Join us for a heartfelt conversation with Lisa Marino, the visionary CEO and founder of Dopple Registry, who turned her struggles during financial hardship into a platform that redefines how families receive essential services. We discuss Lisa's groundbreaking approach to gifting, shifting from traditional one-time presents to an inclusive system that emphasizes the power of community, allowing budget-constrained friends and family to contribute towards much-needed recurring necessities like childcare and therapy sessions. Lisa candidly shares how her personal journey, enriched by her background in tech mergers and acquisitions, drove her to innovate in this $100 billion market, aiming to transform life milestones into meaningful, collective experiences. Embark on a journey with Lisa as she shares her insights on raising independent children and the emotional transition to becoming an empty nester. Experience how her past challenges, including a divorce and discovering passions like snowboarding, fuel her commitment to leaving a lasting legacy that supports lower and middle-income households. Lisa’s story is not just about business innovation but also about personal growth and the drive to make a difference. Her work with Dopple reflects a mission to connect families with vital resources and support networks. This episode is a tribute to the power of community, personal resilience, and the profound impact of meaningful work. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:37 - Lisa Marino's Inspiration and the Birth of Dopple Registry 00:05:25 - Developing a Platform for Sustainable Life Gifting 00:19:09 - Parenting Philosophy and Transition to Empty Nesting 00:27:17 - Lisa Marino's Journey in Tech and Personal Growth 00:35:10 - Resilience, Pity Parties, and Professional Challenges 00:43:45 - Embracing New Opportunities and Building a Legacy with Dopple 00:51:00 - Partnering with Communities and Expanding Dopple's Impact 00:58:15 - Closing Thoughts and Where to Learn More About Dopple Registry Go to . And you can check out what they do, and why they do it, how it works. They want to change families' lives throughout their entire life cycle. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/33602222

Episode Rewind: From Barefoot to Business: How One Sprinter Built a Shoe Empire 10/21/2024

Episode Rewind: From Barefoot to Business: How One Sprinter Built a Shoe Empire On the Legacy Podcast this week, host Paul interviews Steven Sashen, the founder of Xero Shoes, to discuss the benefits of minimalist footwear. Steven's personal journey into minimalist running after a 30-year break and his subsequent creation of Xero Shoes provide valuable insights into the advantages of transitioning to minimalist footwear. The conversation emphasizes the importance of healthier foot function, improved biomechanics, and injury prevention. Steven also sheds light on the misconceptions propagated by big shoe companies, advocating for informed choices in footwear. For runners and athletes looking for healthier footwear options, this episode offers a compelling exploration of minimalist footwear and its potential impact on foot health and overall well-being. Timestamped summary of this episode: 00:00:00 - Introduction to the podcast The host, Paul Dio, introduces the guest Steven Sashen and Xero shoes. 00:01:00 - Steven's journey to founding xero shoes Steven shares his journey of getting back into sprinting, constantly getting injured, and finding a solution through barefoot running. This led him to start xero shoes. 00:04:10 - Transitioning to xero shoes Steven explains the biggest adjustment for someone transitioning from thick, padded shoes to xero shoes, emphasizing the wider foot-shaped toe box and the impact on posture and form. 00:07:27 - Progression to making the switch Steven discusses the importance of a gradual progression when transitioning to xero shoes, likening it to going back to the gym and listening to your body's feedback during the adjustment process. 00:09:02 - Most fulfilling aspect of xero shoes Steven highlights the gratification of receiving daily feedback from customers whose lives have been changed by xero shoes, citing numerous stories of improved mobility and quality of life. 00:11:29 - Overcoming Heckling and Legacy Steven shares how heckling as a comedian has prepared him for tough business conversations. He also discusses his views on legacy and how he aims to make a positive impact without seeking recognition. 00:13:34 - Leaving a Lasting Business Legacy Steven emphasizes that his business, Xero Shoes, is bigger and more important than himself. He aims to bring sanity back into the footwear industry and educate customers about misleading information from big shoe companies. 00:14:34 - Misconceptions About Big Shoe Companies Steven exposes the misleading marketing tactics of big shoe companies. He highlights an example from Nike, revealing the misinformation about injury reduction in their running shoes and the false promises of improved performance. 00:16:01 - The Problem with Super Shoes Steven discusses the detrimental effects of super shoes on non-elite athletes, citing the instability and gait alteration caused by these shoes. He also debunks the claims of improved speed and performance associated with super shoes. 00:18:29 - Finding the Right Shoes with Xero Shoes Steven explains the key features of Xero Shoes, such as wide toe box, low heel, flexibility, and thin soles. He also mentions the 5000-mile sole warranty and recommends using the shoe finder quiz on their website. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/33535682

The Art of Giving and Its Impact on Success 10/14/2024

The Art of Giving and Its Impact on Success What if understanding your giving style could unlock unprecedented levels of success in your personal and professional life? Join me, as I explore the powerful insights from Adam Grant's transformative book, "Give and Take," and its profound influence on my personal and professional journey. We explore the three reciprocity styles: givers, takers, and matchers, and delve into how givers, those who prioritize generosity, can end up being the most or least successful based on their approach. Discover the crucial difference between selfless givers, who often burn out, and otherish givers, who blend kindness with strategy, ensuring that their generosity is sustainable and mutually beneficial. In this episode, we also dissect the unique impacts of generosity within the business world, comparing the transactional nature of matchers to the deeper legacy left by strategic givers. By managing time and resources effectively, energetic givers can create lasting positive impacts. Reflect on your own reciprocity style and its influence on your relationships. Whether you're aiming to grow your business or enrich your personal connections, these insights will guide you toward authenticity and well-being, paving the way to success without sacrificing yourself in the process. Connect with Paul here: Website: Instagram: Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Overview of Adam Grant's 'Give and Take' 00:01:15 - Understanding Reciprocity Styles: Givers, Takers, and Matchers 00:02:30 - Personal Impact of 'Give and Take' on Host Paul Dio 00:03:45 - Distinction Between Selfless and Otherish Givers 00:05:10 - Strategic Giving: Balancing Generosity and Self-Care 00:06:30 - Importance of Setting Boundaries for Success 00:08:10 - The Role of Matchers and Transactional Relationships 00:09:00 - Long-term Success and Legacy of Generous Givers 00:10:15 - Reflecting on Personal Giving Style and its Impact 00:11:30 - Practical Steps for Enhancing Business and Personal Connections 00:12:45 - Conclusion and Final Reflections on Generosity in Business 00:13:30 - Closing Remarks Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/33431142

Navigating the Future of Accounting with Innovation 10/07/2024

Navigating the Future of Accounting with Innovation Discover how to revolutionize your accounting practice by embracing change and focusing on client relationships in our conversation with Zach Gordon from RedFive Services. Learn how Zach transitioned from the traditional CPA firm landscape to the thrilling worlds of private equity and startups, ultimately crafting his own practice with a fresh approach. He shares his journey and vision, emphasizing a move away from billable hours to a more meaningful, value-billing model that prioritizes strong client connections. This episode promises valuable insights into how accountants can better serve business owners through adaptation and innovation. We take you through the exciting opportunities and challenges presented by emerging industries like cannabis, crypto, and AI, where accountants must navigate complex tax regulations and stay ahead of industry developments. Zach offers practical advice on maintaining mental well-being while managing the demanding nature of public accounting, stressing the importance of effective planning and technology. As we look to the future, we explore trends in specialization and consolidation within the accounting field, and how these changes offer both opportunities and hurdles for service providers and clients. Connect with Paul here: Website: Instagram: Connect with Zach here: Website: Instagram: 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:37 - Zach Gordon's Journey from CPA Firms to Private Equity and Startups 00:04:49 - Transitioning to a Value-Billing Model in Accounting 00:05:30 - Importance of Building Strong Client Relationships 00:10:10 - Exploring Opportunities in Emerging Industries: Cannabis, Crypto, and AI 00:14:00 - Challenges and Tax Regulations in Cannabis and Crypto 00:17:45 - Staying Informed and Building a Trusted Network 00:19:30 - The Impact of Specialization and Consolidation in Accounting 00:22:00 - Navigating the Future of Accounting with Private Equity Influence 00:24:30 - Conclusion and Zach Gordon's Vision for the Future of Accounting 00:26:15 - Closing Remarks and Where to Find More Information About Zach Gordon and RedFive Services Visit the website to find out more about what RedFive is doing. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . For more information: Visit to access the shownotes and additional resources on the episode. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/33333622

Solving Construction Delays with Data-Driven Insights 09/30/2024

Solving Construction Delays with Data-Driven Insights What if better data visibility could prevent common construction project failures? Join us in a fascinating conversation with Michael Pink, CEO of SmartPM, as he reveals how his innovative technology is revolutionizing the construction industry. Michael shares his journey from a consultant to a transformative tech leader, highlighting how SmartPM leverages existing project data to provide real-time performance metrics. From executives to site workers, discover how teams can manage projects more effectively, ensuring they stay on time, on budget, and out of legal trouble. Listen as Michael recounts his experiences in the field, the patterns of project failures he observed, and the invaluable lessons learned during the customer discovery process. Transitioning from consulting to entrepreneurship is no easy feat; it requires significant mental and lifestyle adjustments. Michael opens up about the challenges he faced moving from a stable career to the high-stakes world of business ownership, emphasizing the heightened work ethic and focus necessary for success. Balancing a new business while starting a family, Michael's story illustrates the pressures of ensuring financial stability and the unwavering commitment it demands. This episode offers valuable insights for consultants contemplating a similar leap, suggesting how leveraging existing skills can provide a sustainable foundation while pursuing larger ambitions. Tune in to understand the values, beliefs, and intentions behind leaving a lasting legacy in business. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:35 - Introduction of Michael Pink, CEO of SmartPM 00:01:15 - Michael Pink's Background and the Origin of SmartPM 00:03:00 - Leveraging Existing Project Data for Real-Time Performance Metrics 00:05:45 - Transitioning from Construction Consultant to Innovator 00:07:30 - Identifying Patterns in Project Failures 00:09:00 - Importance of Data Visibility in Project Management 00:11:00 - Challenges During the Customer Discovery Process 00:14:44 - Mental and Lifestyle Adjustments from Consulting to Entrepreneurship 00:16:30 - Balancing Business Growth with Family Responsibilities 00:18:15 - Leveraging Existing Skills for Sustainable Business Foundation 00:20:00 - Empowering Teams with SmartPM Technology 00:22:30 - Real-Time Performance Metrics for Different Team Levels 00:24:00 - The Impact of COVID-19 on the Construction Industry 00:26:30 - Shifting Focus from Owners to Contractors 00:28:00 - Improving Scheduling and Project Controls in Construction 00:30:00 - Overcoming Over-Optimism Bias in Construction Projects 00:32:00 - Michael's Journey from Consulting to Building SmartPM 00:34:00 - Balancing Entrepreneurship with Family Life 00:36:00 - Building a Business Legacy in the Construction Industry 00:38:00 - Final Thoughts and Reflections on the Journey 00:39:30 - Where to Find More Information About SmartPM 00:40:00 - Closing Remarks and End of the Episode Visit the website to find out more about SmartPM’s work. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/33237262

Empathy and AI in the Shopping Experience 09/23/2024

Empathy and AI in the Shopping Experience Can AI truly transform the e-commerce experience and create the ultimate digital salesperson? Tune in as we sit down with Dan Wagner, CEO of Rezolve, to uncover how his vision and innovative AI solutions like Brain Commerce, Brain Checkout, and Brain Assistant are set to revolutionize online shopping. Dan shares his extensive knowledge and experience in technology to shed light on the persistent challenges of current e-commerce systems, and how Rezolve's approach promises to simplify product discovery, streamline checkout processes, and enhance after-sales support. Discover how empathy, expert knowledge, and effective closing techniques are being harnessed by AI to create more meaningful and personalized shopping interactions. In a compelling discussion, we explore the limitations of existing digital interfaces and how Rezolve's conversational approach can guide consumers more effectively. By breaking down language barriers, this technology not only enhances the global reach of e-commerce platforms but also aims to significantly reduce customer attrition rates and improve overall satisfaction. Dan also opens up about his personal entrepreneurial journey, sharing invaluable lessons from overcoming failure to building success. Learn about the perseverance, resilience, and long-term relationships that have been crucial to his achievements. As Rezolve takes the bold step of going public, Dan offers insights into the exciting opportunities this move presents for investors and stakeholders. Don’t miss this episode filled with wisdom, innovation, and practical advice for anyone passionate about the future of e-commerce and the entrepreneurial spirit. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:45 - Revolutionizing E-Commerce With AI Technology 00:08:31 - Transforming Digital Commerce With AI 00:19:17 - Overcoming Failure and Building Success 00:24:57 - Building Long-Term Relationships in Business 00:32:49 - Exploring Rezolve's Innovative Public Offerings 00:33:50 - Conclusion and Final Thoughts from Dan Wagner 00:34:50 - Closing Remarks and Where to Find More Information About Rezolve Visit the website to find out more about rezolve’s public offerings and future prospects. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit . For more information: Visit to access the shownotes and additional resources on the episode. /episode/index/show/ab607ea6-5edd-4d2d-b2e9-3ceabd61793c/id/33152317

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