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.

Building Lasting Business Value in the Age of AI 07/21/2025

Building Lasting Business Value in the Age of AI What if you could transform your business by embracing cutting-edge technology and innovation? Join us for an eye-opening conversation with Jay Kulkarni, CEO of Theorem, who shares his remarkable journey of adapting to the fast-paced world of digital innovation. With over two decades of experience, Jay provides a masterclass in future-proofing your business, diving into the pivotal role of automation and AI in redefining business models for long-term success. From the revolutionary solution Upward to the intricacies of video commerce, discover how technology can streamline operations and create lasting value. Explore the profound impact of AI across industries as we unravel its efficiency in transforming sectors like pharma and media. Jay articulates the significance of identifying and alleviating friction points in advertising sales through technological advancements. But the conversation doesn't stop there. We also discuss the essential skills entrepreneurs need as their ventures grow, the strategic importance of investing in team development, and the art of risk management. Through stories of resilience during economic challenges, learn about the importance of playing the long game and nurturing internal talent to thrive in an ever-evolving market. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:04 - Conversation with Jay Kulkarni, CEO of Theorem 00:00:20 - Jay's Two-Decade Career in the Digital Space 00:01:00 - Importance of Adapting Business Models with Technological Change 00:02:30 - Integration of Automation and AI in Business Operations 00:04:03 - The Transformative Impact of AI in Various Industries 00:05:00 - AI's Role in Revolutionizing Processes and Creating New Value 00:06:30 - Discussion on Robotic Process Automation and Language Models 00:07:45 - Applications of AI in Pharma and Biosciences 00:09:00 - Projects Like Upward and Video Commerce Initiatives 00:10:30 - Friction Points in Media Advertising Sales 00:11:45 - Evolving Skills Needed for Entrepreneurs 00:13:31 - Evolution and Adaptation Strategies for Long-Term Success 00:14:45 - Emphasizing the Importance of Cross-Skilling and Up-Skilling 00:16:00 - Reflections on Economic Hardships and Risk Management 00:17:15 - Importance of Attitude and Soft Skills in Hiring 00:18:30 - Fostering Resourcefulness in Teams 00:19:45 - Navigating the Challenges of Legacy Business Owners 00:21:00 - Investing in Teams and Creating New Career Opportunities 00:22:15 - Tough Decisions During Economic Downturns 00:23:30 - Leadership Style and Communication Strategies 00:24:45 - Evolution from Web 1.0 to Web 3.0 00:26:00 - The Legacy of Value Creation and Servant Leadership 00:27:15 - Stories of Former Employees and Their Successes 00:28:30 - Conclusion and Final Thoughts from Jay Kulkarni 00:29:45 - Closing Remarks and Where to Find More Information About Theorem Episode Resources: Connect with Jay here for more information: 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/37461635

Business Growth through Community Engagement 07/07/2025

Business Growth through Community Engagement Can businesses truly stand out in the sea of AI-generated content flooding the digital world? With a promise to unveil innovative strategies, we engage with Jon Logan, the visionary founder of Greenlit Growth Strategies, to dissect the transformative power of online communities. By sharing unique tactics like reimagining traditional marketing methods with a modern flair such as using road signs for workshops we explore how companies can forge stronger connections with their audience amidst the overwhelming influx of digital noise. This episode offers a compelling examination of how industries can cross-pollinate ideas within these communities, helping businesses not just survive but thrive in a crowded marketplace. Shifting gears, we delve into the practical applications of AI in content creation and the indispensable value of professional communities. What does it take to truly stand out in a world where Canva templates are ubiquitous? We break down the importance of moving beyond generic solutions by integrating AI into daily workflows, from idea generation to personal communication. Jon and I unpack the concept of maker time versus manager time, advocating for structured schedules that amplify creative productivity. We also shine a light on the often-overlooked benefits of professional communities networking, shared learning, and camaraderie that become catalysts for personal growth and business success in this fast-paced digital era. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:01:15 - Introducing Jon Logan, Founder of Greenlit Growth Strategies 00:02:30 - The Future of Online Communities Amid AI Content Surge 00:04:45 - Using Traditional Marketing Tactics with a Modern Twist 00:06:10 - Challenges Faced by Business Owners in the Digital Era 00:09:00 - Evolution of Content Creation Tools and AI Integration 00:10:30 - The Role of AI in Idea Generation and Content Creation 00:11:45 - Exploring Maker Time vs. Manager Time for Productivity 00:13:15 - Networking and Support in Professional Communities 00:14:45 - The Unconventional Marketing Success Stories 00:17:00 - Leveraging Podcasting as a Strategic Business Tool 00:18:30 - Building a Marketing Machine for Business Growth 00:20:00 - Jon Logan’s Personal Success Stories in Marketing 00:21:45 - Overcoming Marketing Challenges with Unique Approaches 00:23:15 - Personal Satisfaction from Community Engagement 00:24:45 - Final Thoughts on the Power of AI and Communities 00:26:00 - Where to Find More About Jon Logan and Greenlit Growth Strategies 00:27:00 - Closing Remarks and Invitation to Leave a Review Episode Resources: Find out more about Jon at: And 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/37274715

The Power of Peer Support in Career Pivots and Tech Transitions 06/30/2025

The Power of Peer Support in Career Pivots and Tech Transitions What if the uncertainty you're feeling about your career path is more common and more solvable than you think? In this episode, Khushboo Sheikh tech leader and founder of Tech Exploration shares how community, storytelling, and strategic self-awareness can turn doubt into direction. Hear the real-life story of Subhan Ali’s pivot from a civil engineering PhD to leading AI product development at NVIDIA, and discover how to spot the untapped skills and passions that could fuel your own transition. We dive deep into the unique challenges women face during major life changes like maternity leave, explore the underappreciated role of Technical Account Managers, and reveal how peer groups can offer clarity and confidence at every stage of your career. Whether you're debating a move into management or wondering what’s next, this episode offers tactical insights and inspiring reminders that you don’t have to navigate change alone. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Introduction of Khushboo Shaikh, Dynamic Technology Leader and Advocate for Women in Tech 00:01:15 - Discussing the Inception and Mission of Tech Exploration 00:02:30 - The Concept of Career Pivots and Leveraging Skills Across Roles 00:03:45 - Highlighting Subhan Ali's Transition from Civil PhD to AI Product Lead at NVIDIA 00:05:00 - Insights into Motivations, Challenges, and Transferable Skills in Career Pivots 00:08:13 - Exploring Peer-to-Peer Groups and Their Role in Career Transitions 00:09:00 - Understanding Diverse Career Roles Like Technical Account Managers 00:10:00 - Balancing Career Transitions with Motherhood and Personal Challenges 00:11:30 - Personal Anecdotes from Mothers in Tech on Career and Motherhood Balance 00:12:45 - The Importance of Recognizing Core Competencies and Passions 00:13:45 - Proactively Seeking Opportunities to Build Experience and Confidence 00:15:00 - Conclusion and Where to Find More Information About Tech Exploration 00:16:00 - Closing Remarks and Encouragement to Engage with the LinkedIn Community Episode Resources: Connect with Khushbu 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/37182230

Unveiling the World of Ghostwriting: Insights, Challenges, and the Future 06/23/2025

Unveiling the World of Ghostwriting: Insights, Challenges, and the Future Can you imagine building a successful career while staying hidden in the shadows? Join us on the Business Legacy Podcast as we chat with Marsha Layton-Turner, the insightful founder of the Association of Ghostwriters. Marsha shares her unique journey into the world of ghostwriting, where the art of storytelling meets the necessity of anonymity. We uncover the mysterious concept of recognition estrangement and challenge the notion that ghostwriters must always long for the spotlight. Learn why a close-knit community and an abundance mindset are essential for these behind-the-scenes literary architects, and discover how they thrive by embracing collaboration over competition. Peek into the future of ghostwriting as we tackle the delicate balance between maintaining anonymity and building a reputation. Marsha offers her thoughts on the impact of AI technology on the industry, cautioning against its potential pitfalls. She also reveals how human creativity remains irreplaceable in crafting unique, impactful narratives. With Marsha’s insights, understand the evolving techniques ghostwriters use to enhance their craft and manage multiple projects with confidence. Whether you're an aspiring writer or a seasoned professional, this episode is packed with invaluable advice and inspiration from the heart of the ghostwriting world. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:09 - Introduction of Marsha Layton-Turner and Her Journey into Ghostwriting 00:01:30 - Founding the Association of Ghostwriters 00:03:15 - Recognition Estrangement in Ghostwriting 00:05:00 - The Importance of Community and Abundance Mindset in Ghostwriting 00:09:14 - Navigating Anonymity and Credibility in Ghostwriting 00:10:30 - Building Reputation in Ghostwriting Without Revealing Specific Works 00:11:45 - The Role of AI in Ghostwriting and Its Potential Downsides 00:15:23 - Evolution of Ghostwriting Techniques and the Impact of AI 00:17:00 - Balancing Efficiency and Craftsmanship in Ghostwriting 00:18:30 - Managing Multiple Projects and Learning from Peers 00:20:00 - Monthly "Office Hours" for Sharing Insights and Strategies 00:22:00 - Encouragement to Join the Association of Ghostwriters for Resources and Networking 00:23:45 - Conclusion and Final Thoughts from Marsha Layton-Turner 00:25:00 - Closing Remarks and Where to Find More Information About the Association of Ghostwriters Episode Resources: Find out more about Marcia and the association of ghost writers: 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/37098945

Breaking into Cannabis: How to Build a Clean Brand Consumers Trust 06/09/2025

Breaking into Cannabis: How to Build a Clean Brand Consumers Trust Imagine transitioning from the fast-paced world of investment banking to pioneering a clean cannabis brand. That's exactly what Dayj Pilla did, and her journey is nothing short of inspiring. In our latest episode of the Business Legacy Podcast, Dayj invites us into her world, sharing how her formative years at the University of Virginia and a pivotal internship at JP Morgan during the 2008 financial crisis shaped her career path. Despite her success in finance, Dayj felt the entrepreneurial pull, driven by her father's small business influence and her own desire for a more meaningful pursuit. Her story is a testament to resilience and the courage to follow one's passion into uncharted territories. Listeners will gain insights into the world of clean cannabis as Dayj discusses her experiences in identifying harmful industry practices and the innovative steps her brand, TribeTokes, has taken to ensure transparency and product safety. Dayj shares how focusing on quality and customer education has not only set her brand apart but also built a loyal community of informed consumers. She candidly addresses the challenges of being a trailblazer in a burgeoning market, from product development to navigating regulatory landscapes, all while maintaining a commitment to ethical practices and consumer well-being. Beyond business, Dayj opens up about the balancing act between entrepreneurship and family life. She reflects on how her career shifts have impacted her family dynamics and the conscious effort required to be present with her children. Dayj's journey reveals the intricacies of such a balance, where personal and professional worlds intersect. This episode is filled with wisdom, authenticity, and a powerful narrative of creating a lasting legacy in the cannabis industry, leaving listeners inspired by Dayj's dedication and vision. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Dayj Pilla's Early Life and Academic Years at the University of Virginia 00:01:45 - Experience as an Investment Banker during the 2008 Financial Crisis 00:03:15 - Transition to Entrepreneurship and Real-Life MBA Experience 00:05:14 - Navigating the Clean Cannabis Market and Starting TribeTokes 00:06:45 - Importance of Transparency and Quality in Cannabis Products 00:09:42 - Challenges and Rewards of Entrepreneurship in the Cannabis Industry 00:11:10 - Customer Feedback and Its Role in Product Development 00:12:30 - Expanding into New Markets: New York and New Jersey Prospects 00:14:41 - Balancing Business and Family Life 00:16:00 - Insights on Being Present with Family and Limiting Phone Use 00:17:30 - Reflecting on Career Journey and Personal Growth 00:19:00 - Conclusion and Final Thoughts from Dayj Pilla 00:20:30 - Closing Remarks and Where to Find More Information About TribeTokes Episode Resources: Find out more about Dayj and the well-known cannabis 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/36897265

Transforming Hardship into Success: Resilience, Strategy, and Building a Thriving Business 06/02/2025

Transforming Hardship into Success: Resilience, Strategy, and Building a Thriving Business What if a simple pencil and paper could transform a failing business into a flourishing empire? Join me as I sit down with RJon Robins, the inspiring co-founder of How to Manage a Small Law Firm, to uncover the remarkable journey of resilience and strategic reinvention that led him from the brink of financial ruin to entrepreneurial success. RJon shares the heart-wrenching decision he faced when prioritizing his wife's health over his struggling business, a pivotal moment that catalyzed a strategic overhaul. Through his candid narrative, discover the power of setting clear goals and the relentless hustle needed to turn adversity into opportunity, using nothing more than grounded discipline and a fresh perspective. But the evolution doesn’t stop with Arjon's story. We unwrap the complexities of entrepreneurial growth, emphasizing the importance of shedding outdated beliefs to embrace change. I share insights on how my views have shifted over the years, particularly in managing small law firms, discovering that the path to success often requires a "zero sunk cost mentality." From humorous tales of my first private flight with family and friends to the deep reflections on gratitude and legacy, this episode is a heartfelt exploration of commitment, perseverance, and the lasting impact we wish to leave for future generations. Whether it's writing letters to my younger self or pondering the example I set for my son, we tackle the profound question of what truly defines a successful life. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:11 - RJon Robbins' Journey and Pivotal Life Moment 00:00:45 - Balancing Personal Crisis with Business Challenges 00:01:20 - RJon's Strategic Shift Using Simple Tools 00:03:10 - Overcoming Financial Distress with Resilience 00:05:05 - Transition from Financial Hardship to Business Success 00:07:00 - Importance of Strategic Goals and Adaptability 00:08:50 - Entrepreneurial Growth and Embracing Change 00:10:50 - Shifting Perspectives on Managing Small Law Firms 00:12:00 - Importance of Zero Sunk Cost Mentality 00:14:00 - Reflecting on Past Business Advice and Missteps 00:16:30 - The Significance of Personal Growth and Updated Wisdom 00:18:53 - Personal Journey of Gratitude and Legacy 00:20:00 - Reflections on Family and Life Milestones 00:22:15 - Achieving Financial Stability and Paying Off Mortgage 00:23:45 - Intentional Gratitude and Appreciating Progress 00:25:10 - Writing Letters to Former Self and Future Legacy 00:27:00 - Final Thoughts on Commitment and Family Values 00:28:30 - Closing Remarks and Reflection on Leaving a Legacy Episode Resources: Find out what RJon 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/36802240

Empowering Your Business Exit with Insights from The Escape Artist 05/26/2025

Empowering Your Business Exit with Insights from The Escape Artist What if you could escape the grind of business ownership and step into a new chapter with confidence and insight? In our latest episode, we welcome John Martinka from Martinka Consulting, also known as "The Escape Artist," who shares his expertise on transitioning out of a business. John's unique journey into consulting, fueled by a blend of serendipity and mastermind group inspiration, is as enlightening as it is motivating. We explore the intriguing dynamics of business sales, where well-managed, profitable businesses find buyers despite an inefficient market. The conversation highlights the power of referrals in opening new doors and the art of matching enthusiastic, experienced buyers with honest and well-run businesses. Navigating through the complexities of business transitions, we underscore the critical need for a well-thought-out exit strategy. John brings to light the importance of having a clear motivation behind selling, especially for those not planning to retire soon, to avoid skepticism from potential buyers. Through insightful stories, like that of a business owner who boosted profits by effectively delegating tasks, we unravel the benefits of reducing owner dependency. Delve into the MAC and MRE frameworks for assessing readiness and compatibility, and discover why less owner involvement can lead to seamless transitions. This episode is packed with valuable insights that aim to provide a comprehensive understanding of selling a business successfully. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - John Martinka's Journey into Consulting and Becoming "The Escape Artist" 00:02:05 - Insights into the Business Sales Market and the Importance of Referrals 00:04:00 - Engaging with Buyers and Sellers: Experience, Enthusiasm, and Honest Businesses 00:07:28 - The Importance of a Well-Thought-Out Exit Strategy and Clear Motivation for Selling 00:09:45 - The Role of Delegation in Increasing Profits and Reducing Owner Dependency 00:11:30 - MAC and MRE Frameworks: Assessing Readiness and Compatibility in Business Sales 00:14:00 - The Significance of Terms and Transition in Business Sales 00:16:15 - Addressing Skepticism and the Need for a Plan in Retirement 00:18:00 - Transitioning Ownership: Lessons from a Successful Business Sale 00:20:00 - Relationship Building and the Emotional Journey of Business Sales 00:22:30 - The Legacy of Caring for Employees During Business Transitions 00:24:00 - John Martinka's Personal Legacy: Giving Back and Community Involvement 00:26:00 - Conclusion and Final Thoughts from John Martinka 00:27:15 - Closing Remarks and Where to Find More Information About John Martinka and His Work Episode Resources: Find out what John and his daughter are 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/36695190

Startups, Survival, and Self-Mastery: Lessons from 30 Years as a Founder 05/19/2025

Startups, Survival, and Self-Mastery: Lessons from 30 Years as a Founder Imagine stepping into the role of CEO at just 19 years old, navigating the whirlwind of business growth while wrestling with the weight of immense responsibility. That's precisely what our guest, Wil Schroter, founder of startups.com, experienced. Through candid reflections, he shares personal milestones that marked both triumphs and tribulations, revealing how the relentless pursuit of stability shaped his entrepreneurial path. Despite achieving financial success, Wil opens up about the physical and mental toll of overworking, emphasizing the crucial lessons in self-care and health he gained later in life. We tackle the nuances of ageism and leadership through Wil's experiences as a young CEO in the 1990s. His natural curiosity and passion for understanding people became his guiding force, allowing him to see beyond the surface and embrace empathy in business. Discover the origins of startups.com and how a period of managing multiple ventures led Wil to reevaluate his priorities, thanks to insights from his wife. This journey underscores the importance of aligning actions with values and reassessing what truly matters, especially in the ever-evolving startup landscape. Balancing work, health, and family emerges as a central theme, with a focus on maintaining personal connections within growing companies. Wil shares his insights on setting boundaries and preventing work from consuming every waking moment, a challenge many founders face. From the necessity-driven roles in early-stage companies to the adaptability required for scaling, his story offers valuable lessons for entrepreneurs aiming to harmonize business aspirations with personal well-being. Join us as we explore these compelling themes and gain a deeper understanding of the motivations and priorities that define a successful entrepreneurial journey. Timestamps 00:00 - Introduction and Welcome to the Legacy Podcast 00:37 - Reflecting on Wil's Journey from Young CEO at 19 01:20 - The Immense Pressure and Responsibility of Rapid Business Growth 02:15 - Personal Costs of Success: Physical and Mental Toll 03:05 - The Fear of Instability Rooted in Challenging Upbringing 04:00 - Insights on Health and Self-Care Learned Later in Life 04:55 - Navigating Ageism and Seniority as a Young CEO in the 1990s 06:00 - The Power of Curiosity and Asking Questions in Leadership 08:05 - Realization of What One Can Do vs. What One Should Do 11:07 - Exploring Startup Evolution and Learning from Mistakes 12:00 - Aligning Business Ventures with Personal Values and Passion 13:00 - Pivot from Fundable.com to Startups.com as Core Business 14:00 - The Necessity of Adaptability in Staffing and Leadership 16:00 - Maintaining Close Personal Connections Within Organizations 17:00 - Setting Boundaries to Prevent Work from Encroaching on Personal Life 19:00 - Insights into Creating Longevity and Sustainability in Entrepreneurship 21:00 - Encouragement to Teach and Inspire Future Entrepreneurs 22:00 - Wil's Commitment to Helping Others Build Their Own Destiny 24:00 - Where to Find More Information About Startups.com and Wil's Work 25:00 - Closing Remarks and Gratitude from the Podcast Host Episode Resources: Find out what Wil 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/36601910

ION's Evolution and the Art of Leadership 05/12/2025

ION's Evolution and the Art of Leadership What do you have your eye on? Join us for an intriguing conversation with Dave Behar, the visionary CEO and Chief Executive Athlete of ION, as he takes us through the captivating story of ION's transformation from a sports merchandising startup to a dynamic digital media giant. Discover how Dave's innovative mindset propelled the ION brand into e-commerce, media production, and even quirky sporting spectacles like turtle and pig racing. Learn about the brand's unique name origin and delve into Dave's insights on what constitutes a remarkable brand, focusing on integrity, sustainability, and recognizing untapped market opportunities. But it's not all business talk. We also explore the profound role of fun and passion in entrepreneurship. Dave shares how the entrepreneurial journey mirrors a strategic game, where enjoyment is interwoven with ambition. You'll hear about his personal quest to reignite a passion for track and field with the goal of competing in the Senior Olympics, revealing the intrinsic link between sports and entrepreneurial spirit. There's also a playful recounting of a golf rivalry with a cousin, highlighting how personal enjoyment and a competitive edge can fuel both business and leisure pursuits. This episode will shed light on balancing business success with personal fulfillment. Timestamps 00:00:00 - Welcome to Business Legacy Podcast 00:00:10 - Introducing Dave Behar, CEO of ION 00:00:30 - The Origins of ION 00:01:15 - Inspiration: "What do you have your eye on?" 00:02:00 - From Sports Merchandising to Digital Media 00:03:00 - Diverse Model: E-commerce, Media, Sporting Events 00:04:00 - Integrity and Sustainability in Branding 00:05:30 - Dave Behar's Entrepreneurial Background 00:06:45 - Managing Multiple Business Sectors 00:08:00 - Collaboration and Leadership 00:09:30 - Fun and Passion in Entrepreneurship 00:10:14 - Sports and Business Strategy 00:11:00 - Dave's Journey in Track and Field 00:12:30 - Passion in Success 00:14:00 - Personal Anecdotes: Golf and Sports 00:15:30 - Reflecting on Achievements and Goals 00:16:45 - Enjoyment in Business 00:18:00 - Legacy and Impact at San Diego State University 00:19:30 - Philanthropy and Community Involvement 00:20:30 - Closing Thoughts from Dave Behar 00:21:30 - More About Dave Behar and ION 00:22:00 - Conclusion and Farewell Episode Resources: Find out what Dave and his team 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/36511640

Building Strong Foundations in the Cyber Age 05/05/2025

Building Strong Foundations in the Cyber Age What if your biggest cybersecurity crisis could become your company’s greatest growth opportunity? In this episode, Bradley Thies CEO and founder of BARR Advisory, shares how his unexpected shift from accounting to cybersecurity shaped his view of security as a strategic investment. From Equifax’s high-profile breach to small business vulnerabilities, Bradley unpacks how transparency, education, and culture shifts can turn risk into resilience. This conversation goes beyond damage control—it's about redefining legacy through leadership in moments of pressure. In our conversation, Bradley also unveils the blueprint for startups aiming to partner with Fortune 500 companies, navigating the tightrope of immediate needs and long-term success. Learn how the "double vision" approach has enabled budding companies to grow into industry leaders, fortified by robust cybersecurity measures and unwavering accountability. Discover the nuances of buyer psychology and the importance of a client-focused approach in building lasting trust. Drawing parallels with a mechanic's meticulous care, Bradley highlights phased planning and the Dunbar effect's role in scaling relationships as businesses expand. This episode promises to equip you with strategies to not just survive but thrive in the competitive landscape of modern business. Timestamps: 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:13 - Bradley Thies' Career Shift from Accounting to Cybersecurity 00:02:45 - The Transformative Internship Experience 00:04:10 - Framing Cybersecurity as a Strategic Investment in Risk Management 00:05:55 - Education and Transparency in Cybersecurity 00:07:20 - Case Study: Equifax Breach and Cultural Transformation 00:09:15 - Importance of Strong Security Culture in Organizations 00:10:45 - Navigating Cybersecurity Challenges in Large Organizations 00:13:06 - Working with Startups to Secure Fortune 500 Deals 00:14:45 - The Concept of "Double Vision" in Startup Growth 00:16:00 - Balancing Immediate Needs with Long-Term Goals 00:17:20 - Understanding Buyer Psychology and Building Trust 00:18:50 - The Mechanic Analogy: Phased Planning and Relationship Building 00:20:15 - Dunbar Effect and Managing Relationships in Growing Businesses 00:21:45 - Excitement for the Future and Company Growth Strategy 00:23:30 - The Legacy of Barr Advisory and Personal Reflections 00:25:00 - Closing Remarks and Where to Find More Information About Barr Advisory Episode Resources: Find out what Bradley ans his team 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/36419990

Redefining Service with Robotic Precision 04/28/2025

Redefining Service with Robotic Precision What if robots could become the ultimate partners in the service industry, seamlessly blending with human efforts to create the best customer experience possible? That’s precisely what Marianela, the trailblazing CEO and founder of To Do Robotics, is working to achieve. Join us as Marianela recounts her compelling journey from a pivotal encounter with a server robot in South Korea to her efforts in reshaping the food service industry. Through persistence and vision, she navigates the challenges of market development and the unexpected turns brought on by the COVID-19 pandemic. Marianela shares her heartening stories, including the uplifting moments at CES in Las Vegas and the hurdles she faced, such as a board decision that initially halted her passionate robotics project. Her story is one of resilience and dedication, offering a treasure trove of insights for aspiring entrepreneurs and tech enthusiasts alike. We also dive into the fascinating world of robots in commercial cleaning, where Marianela sheds light on how her innovations are transforming the hospitality sector. Robots like Bella Bot are not here to replace jobs but to enhance human capabilities, assisting waitstaff in focusing more on delightful customer interactions. In hotels and casinos, cleaning robots tackle labor shortages and elevate cleanliness standards by consistently maintaining public spaces and offering detailed task reports. It’s a revelation in efficiency, setting new quality benchmarks in service-oriented businesses. Listen in as we explore these cutting-edge advancements and their potential to revolutionize the service and hospitality industries, painting an inspiring picture of a future where humans and robots thrive together. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:12 - Marianela's Background and Entry into the Robotics Industry 00:02:15 - The Spark of Inspiration: Encounter with a Server Robot in South Korea 00:03:45 - The Impact of the COVID-19 Pandemic on Marianela's Journey 00:05:00 - Discovering Commercial Robots at CES in Las Vegas 00:06:30 - Overcoming Communication Challenges with Manufacturers 00:07:45 - Marianela's Initial Robotics Project and Board Setback 00:09:30 - The Unwavering Vision to Revolutionize Food Service with Robotics 00:12:07 - Exploring the Role of Robots in the Service and Hospitality Industry 00:13:45 - How Robots Complement Human Workers in Restaurants 00:15:30 - The Impact of Cleaning Robots in Hotels and Casinos 00:17:00 - Alleviating Labor Shortages and Enhancing Cleanliness Standards 00:18:15 - Addressing Concerns: Robots as Personal Assistants to Staff 00:19:45 - Training and Integration of Robots into the Workforce 00:21:00 - Expanding Robotics Applications Beyond Food Service 00:22:30 - Partnering with Temi and AGH Telemedicine for Healthcare Solutions 00:24:00 - Addressing Fears of Job Replacement and Educating Staff 00:25:30 - The Lifecycle and Maintenance of Commercial Robots 00:27:00 - Consistency and Quality Assurance in Robotic Cleaning 00:28:30 - Final Thoughts and Insights on the Future of Robotics in Hospitality 00:30:00 - Closing Remarks and Where to Find More Information About To Do Robotics Episode Resources: Find out what Marianela 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/36316985

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

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