Entrepreneurial Legacies
Welcome to Entrepreneurial Legacies, brought to you by Clearwater Capital Partners, a multi-family office and wealth management firm dedicated to inspiring and empowering clients to live with confidence, joy, and a spirit of abundance. Dive into the principles of financial stewardship, multigenerational wealth planning, and the evolving landscape of family office advisory, offering practical insight for investors, business owners, and families seeking long-term financial clarity. The Entrepreneurial Legacies series, hosted by John Sleeting, Managing Partner of Family Office Services at Clearwater Capital Partners, takes listeners behind the scenes of entrepreneurial families and business founders. Each episode explores real-world journeys that include launching new ventures, leadership challenges, scaling for growth, liquidity events, estate strategy, investment decision-making, philanthropy, and family governance. Through candid conversations and firsthand perspectives, listeners gain valuable insight into wealth management, legacy planning, and the pivotal decisions that shape successful families and individuals as they consider what comes next in their journeys.
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Choosing Clearwater Capital by Kevin Rochford
02/01/2026
Choosing Clearwater Capital by Kevin Rochford
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kevin Rochford for a thoughtful discussion on modern wealth management, legacy planning, and the evolving nature of client relationships. Drawing on decades of experience across global markets, family advisory work, and military service, Kevin shares how those experiences shaped a disciplined, values-driven approach to serving families. John and Kevin explore the industry’s shift away from large institutional models toward more personalized, relationship-focused advice, and why trust, access, and long-term alignment are central to effective wealth management today. Kevin also shares what led him to Clearwater Capital Partners, citing the firm’s collaborative culture, nimble structure, and unwavering commitment to putting clients first. Throughout the conversation, the focus extends beyond performance to the role wealth plays in leadership, values, and legacy. This episode underscores the importance of thoughtful planning, clear perspective, and building strategies designed to support what matters most to families over time. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Kevin Rochford are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. John Sleeting sits on the Advisory Board for the Family Wealth Alliance (FWA). Clearwater Capital Partners is a member of the Family Wealth Alliance (FWA).
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Private Market Participation & Portfolio Construction with Tyler Beachler
01/01/2026
Private Market Participation & Portfolio Construction with Tyler Beachler
In this episode of Clear Conversations, John Sleeting sits down with Tyler Beachler, Deputy Chief Investment Strategist at Clearwater Capital, for a clear, practical introduction to the world of private markets. Building on earlier conversations about the entrepreneurial life cycle, they explore how business owners navigate the startup, growth, and maturity phases and the legal, tax, and financial planning considerations that matter most at each stage. John and Tyler also unpack how private market investing differs from the public markets many investors know well, and why success in this space often demands a more personalized approach. Tyler offers an inside look at what it truly takes to evaluate private market opportunities, from identifying top-tier managers to understanding the operational groundwork behind every investment. He walks listeners through Clearwater’s private markets platform and the rigorous due diligence process that informs each decision. The conversation also touches on the growing movement to democratize private markets, the new risks that come with expanded access, and how strategies like secondary investments and co-investments are reshaping capital allocation. Throughout the episode, John and Tyler reinforce one core message. A thoughtful, tailored investment strategy built around long-term client goals matters far more than chasing the latest market trend. Disclosures: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. A Qualified Purchaser is a specific designation under U.S. securities laws, defined in Section 2(a)(51) of the Investment Company Act of 1940 and is more stringent than that of an accredited investor. This status is intended to identify individuals or entities with sufficient wealth or investment sophistication to participate in certain high-risk or complex investment opportunities, such as private investments and hedge funds that rely on exemptions from registration under the Investment Company Act and otherwise unavailable to the general public. Qualified Purchasers are individuals or family-owned companies having $5 million or more in investments, such as stocks, bonds, and other securities, not including a primary residence. The Global Family Office Report can be found through UBS. Clearwater Capital Partners is not affiliated with UBS. John Sleeting and Tyler Beachler are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. John Sleeting sits on the Advisory Board for the Family Wealth Alliance (FWA). Clearwater Capital Partners is a member of the Family Wealth Alliance (FWA).
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Family Governance: The Psychology of Inter-Generational Wealth with Gary Shunk
12/01/2025
Family Governance: The Psychology of Inter-Generational Wealth with Gary Shunk
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Gary Shunk from Aligned Family, a prominent voice in wealth psychology. They discuss the intricate connections between money, family, and identity. The conversation delves into what occurs when families experience significant wealth transitions and highlights the importance of communication and connection in navigating these changes. Gary shares insights gained from decades of experience working with families facing complex dynamics around inheritance and legacy. He and John emphasize that family meetings, open dialogue, and shared values can help prevent conflicts and strengthen relationships. They also explore how families can redefine success beyond mere financial wealth, focusing instead on purpose, relationships, and lasting impact. This episode provides a profound and honest examination of the human aspects of wealth, addressing what it takes to keep families grounded, united, and thriving across generations. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Gary Shunk is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Shunk in exchange for his participation or comments. Mr. Shunk has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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Family Governance: The Williams Group Bridging Generations with Amy Castoro
11/01/2025
Family Governance: The Williams Group Bridging Generations with Amy Castoro
In this episode of "Clear Conversations: Entrepreneurial Legacies," John Sleeting sits down with Amy Castoro, President of The Williams Group, to explore what it truly takes to prepare families for a successful wealth transition. Amy shares insights from her years of experience working with ultra-high-net-worth families, highlighting the emotional and relational aspects of legacy planning. Together, she and John delve into the deeper dimensions of family wealth, trust, communication, and personal growth, illustrating how these elements contribute to a family's long-term success beyond financial strategy alone. The conversation introduces the concept of the "wisdom economy," where wisdom—not just knowledge—becomes essential for guiding families in an era increasingly driven by AI and rapid change. Amy outlines The Williams Group’s five-step process for navigating wealth transitions, stressing that lasting success begins with strong relationships and shared purpose. Through compelling stories and practical advice, this episode provides families and advisors with a roadmap for fostering unity, enhancing understanding, and passing on more than just money; it emphasizes the importance of preserving meaning, values, and connection across generations. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Amy Castoro is not a client of Clearwater Capital Partners. No compensation was provided to Mrs. Castoro in exchange for her participation or comments. Mrs. Castoro has no other material conflict of interest relating to her relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mark Phillips, Roy Williams, Kirby Rosplock, and Tom Livergood are not clients of Clearwater Capital Partners. The Williams Group, 11 Tribes Ventures, Bridging Generations, written by Roy Williams and Amy Castoro, and the Next Gen Leaders Institute are not affiliated with Clearwater Capital Partners. Clearwater Capital Partners is a member firm of the Family Wealth Alliance. John Sleeting is on the Advisory Board for the Family Wealth Alliance.
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Family Governance: How Families Thrive Across Generations with Kirby Rosplock
10/02/2025
Family Governance: How Families Thrive Across Generations with Kirby Rosplock
What does it take to build a family legacy that lasts? In this episode of Entrepreneurial Legacies, host John Sleeting sits down with Dr. Kirby Rosplock, PhD, Founder & CEO of Tamarind Partners and Tamarind Learning, to unpack the complexities of managing wealth across generations. Born into a complex and enterprising fourth-generation family, heirs to the legacy of Babcock Lumber Company, Kirby brings lived experience as an inheritor, board member, fiduciary, and operator. Her family’s historic stewardship includes preserving over 73,000 acres of Babcock Ranch, the largest single land preservation agreement in Florida’s history. That background fuels her mission today: helping families not just preserve their wealth but steward it with purpose. A recognized innovator, educator, and trusted advisor, Kirby founded Tamarind Partners in 2014, a consultancy that has been honored as Best Family Office Management Consultancy and Best Family Wealth Counseling by the Family Wealth Report. In 2020, she launched Tamarind Learning, an award-winning online platform designed to close one of the most overlooked gaps in family wealth: education. Tamarind Learning equips beneficiaries, future stewards, and advisors with practical, hands-on knowledge across both the technical and human dimensions of legacy management, empowering families to understand, engage with, and help preserve their wealth across generations. Throughout her career, including more than a decade as head of R&D at a prominent multi-family office, Kirby has become a globally sought-after speaker, author, and thought leader in the family wealth and governance space. Her insights have been featured in Tharawat Magazine, Family Business Magazine, and across leading industry platforms. She also serves as Dean of Family Office at the Purposeful Planning Institute and on faculty at the Family Office Real Estate Institute. In this conversation, Kirby shares practical tools and hard-earned wisdom: from family councils and constitutions to philanthropy and tailored education. She emphasizes the importance of intentionality, adaptability, and participation in strengthening not just assets, but relationships. It’s a deep dive into what it means to steward wealth with purpose and how modern families can shape legacies that endure. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Dr. Rosplock is not a client of Clearwater Capital Partners. No compensation was provided to Dr. Rosplock in exchange for her participation or comments. Dr. Rosplock has no other material conflict of interest relating to her relationship with Clearwater Capital Partners.
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Crypto Decoded: DeFi, Tokens & Beyond with Hunter Sims
09/01/2025
Crypto Decoded: DeFi, Tokens & Beyond with Hunter Sims
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Hunter Sims, Associate Director at the Cambridge Centre for Alternative Finance (CCAF) at the University of Cambridge Judge Business School. Hunter works at the forefront of financial innovation, focusing on how digital assets, policy, and regulation intersect to shape the future of global finance. At CCAF, he collaborates with policymakers, industry leaders, and academics to advance research that informs evidence-based regulation and drives the sustainable development of new financial systems. Together, John and Hunter explore the rapid evolution of the financial industry in the era of blockchain and decentralized finance. From the fundamentals of the digital-asset ecosystem to the roles of Bitcoin, Ethereum, tokenization, and stablecoins, their conversation unpacks how technology is transforming money and markets. They also examine the challenges of regulation, the uncertainty around (or surrounding) global adoption, and what these shifts could mean for businesses navigating this fast-changing space. Packed with insights on FinTech, open banking, and DeFi, this episode highlights how innovation, research, and policy are converging to create new opportunities in the global financial system. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Hunter Sims are employees of Clearwater Capital Partners. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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M&A An Investment Banker's Perspective with Chris Geyer
08/01/2025
M&A An Investment Banker's Perspective with Chris Geyer
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Chris Geyer of Hennepin Partners to unpack the often-complex world of investment banking and mergers & acquisitions (M&A). Chris shares his professional journey, from his early days in the industry to his current role, and how those experiences have shaped his thoughtful, relationship-driven approach to deals today. He emphasizes the value of strategic planning, trust-building, and preparation in driving successful outcomes. Together, Chris and John walk through the key steps of selling a business, including preparing confidential materials, determining valuation, managing buyer interest, and collaborating closely with legal and financial advisors. Chris highlights the importance of doing your homework: quality of earnings reports, well-organized data rooms, and readiness for due diligence are all essential. They also explore how to identify the right buyers and assemble the right team to lead the process. Whether you are considering selling your company or want a clearer look at how M&A works behind the scenes, this episode offers practical insights and advice from someone who has been in the trenches. Episode Overview: This episode explores investment banking, M&A, succession planning, and considerations for a successful business exit. Disclosure This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Geyer is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Geyer in exchange for his participation or comments. Mr. Geyer has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
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Clearwater's 5th Annual Charity Supercar Show
07/22/2025
Clearwater's 5th Annual Charity Supercar Show
Join host John Sleeting for a special edition of Entrepreneurial Legacies, celebrating the people, stories, and purpose behind Clearwater’s 5th Annual Charity Supercar Show. In this episode, we spotlight the true power of community through conversations with passionate entrepreneurs, generous sponsors, and the inspiring beneficiaries this event supports. Driven by passion and inspired by giving, this episode offers a behind-the-scenes look at how one event drives real impact and why it matters. Episode Highlights: 0:0:38 - Greg Davis & John Chapman, Clearwater Capital Partners 0:15:38 - James Chapman, Clearwater Capital Partners 0:26:19 - Kimberly Downing, A Giving Heart Foundation 0:41:31 - Courtney Burton & Allison Chrastka, Fellowship Housing 1:00:00 - Nicholas Ehardt, The Bridge Youth and Family Services 1:09:36 - Kyle Sulkar, CPX Pickleball 1:20:23 - Cesar Marin, Perillo Auto Group 1:29:20 - Tracie Rasmussen & Andrew Royce, Bluestone Advisors 1:41:07 - Sandy Schwab, Haute Explore 1:52:32 - Ardash Shukla, Midwest Anesthesia and Pain Specialists 2:02:00 - Ahmed & Noah Shaaban, Modworks This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions, and is not intended to provide legal or tax advice. John Sleeting, John Chapman, James Chapman, and Greg Davis are employees of Clearwater Capital Partners. Fellowship Housing is a client of Clearwater Capital Partners. Kim Downing, Courtney Burton, Allison Chrastka, Nicholas Ehardt, Kyle Sulkar, Cesar Marin, Tracie Rasmussen, Andrew Royce, Sandy Schwab, Adarsh Shukla, Ahmed Shaaban, and Noah Shaaban are not clients of Clearwater Capital Partners. Bluestone Advisors is not affiliated with Clearwater Capital Partners. No compensation was provided to these individuals in exchange for their participation or comments. All opinions expressed by participants are solely their own and do not reflect the opinion of Clearwater Capital Partners. Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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M&A and Who We Become in the Process with Jeff Haanen
07/01/2025
M&A and Who We Become in the Process with Jeff Haanen
In this episode of Clear Conversations, John Sleeting sits down with Jeff Haanen for an insightful discussion about the challenges business owners face during major transitions, particularly during mergers and acquisitions. Drawing from his personal and professional experiences, including his departure from the Denver Institute for Faith and Work, Jeff shares how this pivotal moment shaped his views on calling, identity, and leadership. Together, John and Jeff explore the often-overlooked emotional aspects of selling or transitioning a business. Jeff brings a unique perspective, influenced by his background in economics, theology, and entrepreneurship, and explains why understanding one's deeper purpose is just as important as any financial detail. Jeff also introduces his latest initiative, Better Exit, which aims to help business owners navigate these changes with emotional clarity and spiritual grounding. This conversation is essential listening for anyone considering their next steps—because exiting a business is not only about what you leave behind, but also about the person you are becoming throughout the journey. Disclosures: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Haanen is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Haanen in exchange for his participation or comments. Mr. Haanen has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
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M&A From the Boardroom with Kip Pendleton
06/01/2025
M&A From the Boardroom with Kip Pendleton
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting is joined by Kip Pendleton, an experienced leader in agriculture and mergers and acquisitions, for a candid discussion about what it takes to grow, optimize, and transition a business. Drawing on his recent work with Cox Family Holdings, Kip guides listeners through how strategic planning, thoughtful board structures, and the right external advisors can shape a company's future. During their conversation, John and Kip delve into the key ingredients that drive successful M&A work, particularly in the context of family-owned businesses. From balancing organic growth with acquisitions to knowing when to bring in industry-specific investment bankers, Kip offers insights that can help business owners prepare for what is next. This episode offers practical advice and highlights the importance of relationships built during pivotal moments, which matter just as much as the deal itself. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Pendleton is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Pendleton in exchange for his participation or comments. Mr. Pendleton has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
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M&A From Vision to Exit with Garry Krum
05/19/2025
M&A From Vision to Exit with Garry Krum
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting interviews Garry Krum, founder and chairman of Agora Consulting. Together, they delve into the strategic aspects of building, growing, and eventually transitioning a business. With years of hands-on experience in mergers and acquisitions, Garry provides a practical and insightful perspective on how to prepare a company for its next chapter. Their discussion covers all aspects of business planning, highlighting that early-stage strategy is as crucial as exit strategy. They explore ways to create long-term value and outline the steps business owners can take to become more attractive to potential buyers or partners. Garry also shares his insights on assembling the right team and relying on trusted advisors, highlighting the crucial roles that investment bankers and advisory boards play in ensuring a successful transaction. This episode is full of insights, offering a grounded perspective on how thoughtful planning can lead to better outcomes for business owners and the legacies they leave behind. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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M&A and the Art of the Roll-Up with Joe Kuchta
05/01/2025
M&A and the Art of the Roll-Up with Joe Kuchta
In this episode of Clear Conversations: Entrepreneurial Legacies, host John Sleeting is joined by Joe Kuchta, a seasoned leader in the advertising and marketing space, to share his path from corporate life to entrepreneurial success. Joe reflects on the pivotal moment he left a stable role at a large corporation to join a smaller agency—an early leap that would ultimately lead to long-term growth and leadership. Together, John and Joe explore the evolution of the business, from organic expansion to strategic acquisitions. Joe offers candid insights into the complexities of mergers and acquisitions, including the lessons learned through both challenges and wins. The conversation also touches on internal succession planning and the emotional nuances of leadership transitions, especially when stepping away from a business you've helped shape. For those navigating growth while aiming to preserve culture and purpose, this episode offers thoughtful perspective on balancing strategy, people, and identity through each phase of entrepreneurship. Disclosure This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Joseph Kuchta is a member of the Board of Directors for Clearwater Capital Partners. He is compensated for his role as a Board Member. Joseph was not compensated for his statements or participation in this podcast. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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Beyond the Listing with Anna Fiascone and Natalie Ryan
04/01/2025
Beyond the Listing with Anna Fiascone and Natalie Ryan
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Anna Fiascone and Natalie Ryan, two powerhouse luxury real estate agents serving Chicagoland’s western suburbs. With impressive professional backgrounds—Anna in law and Natalie in marketing and advertising—they joined forces in the real estate world to build a thriving, equal partnership. Their conversation delves into the art of understanding diverse client needs, crafting tailored strategies, and navigating an ever-evolving real estate landscape amid national regulatory shifts. Anna and Natalie offer a wealth of insight into the nuances of luxury real estate, from the importance of adaptability to the strategic thinking required to stay ahead in a competitive market. Beyond business, this episode explores how professional success is shaped by personal passion, community engagement, and ethical business practices. Anna and Natalie share how their philanthropic efforts intertwine with their careers, strengthening both their professional impact and their legacy. As the discussion unfolds, listeners can gain valuable perspectives on market trends, the intricacies of high-end real estate transactions, and the lasting power of strong client-agent relationships. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor
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Bidding Big and Thinking Bigger with Tim Lynn
03/01/2025
Bidding Big and Thinking Bigger with Tim Lynn
In this episode of Clear Conversations' Entrepreneurial Legacy Series, host John Sleeting sits down with Tim Lynn—entrepreneur, philanthropist, and founder of NIR Roof Care Inc.—to explore his extraordinary journey. As NIR celebrates its 45th anniversary, Lynn reflects on his path from high school dropout to building a thriving business. He offers deep insights into the principles that have shaped his life, emphasizing faith, personal growth, family commitment, and a purpose-driven career—all anchored in his unwavering belief in God. A true testament to leadership and resilience, Tim’s story is an inspiring blueprint for achieving both personal fulfillment and professional success. Lynn shares powerful insights into the innovative mindset that led to the creation of NIR, offering compelling stories such as his bold bid for the Sears Headquarters project and his adept navigation of financial challenges with Drovers Bank. Additionally, Lynn delves into his philosophy of intentional giving and deep-rooted nonprofit involvement, exemplifying his commitment to a life of abundance and purpose. Packed with wisdom on harmonizing business success with faith-driven living, this episode will inspire listeners to pursue their goals with both strategy and heart. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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Clearwater Capital Partners: Reflecting on Growth, Values, and the Road Ahead
02/01/2025
Clearwater Capital Partners: Reflecting on Growth, Values, and the Road Ahead
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting welcomes back John Chapman, Founder, and CEO of Clearwater Capital Partners, to discuss the firm’s evolution and future vision. Chapman shares insights on Clearwater Capital’s strategic growth, operational advancements, and unwavering commitment to excellence in wealth management. The conversation explores the firm’s core values—where character and competency are essential traits—along with its three primary business areas: Family Office, Private Wealth, and Institutional Advisory Services. Chapman and Sleeting also discuss Clearwater Capital’s organic growth strategy, fiduciary alignment, and the future role of mergers and acquisitions in shaping the firm’s path forward. To learn more about Clearwater Capital Partners and their growth vision, join the conversation on YouTube, Apple Podcasts, or Spotify. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and John Chapman are employees of Clearwater Capital Partners. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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Reflecting on 24 Episodes to Ignite Your 2025 with Katie Berganske-Frank
01/01/2025
Reflecting on 24 Episodes to Ignite Your 2025 with Katie Berganske-Frank
As we welcome 2025, this special episode of Clear Conversations - Entrepreneurial Legacies offers a moment to reflect and refocus. Host John Sleeting is joined by Katie Berganske-Frank, Chief Revenue Officer at Clearwater Capital Partners and one of the primary forces behind the podcast’s initial alignment and execution. Together, John and Katie explore the entrepreneurial spirit behind extraordinary families, drawing connections between themes of leadership, integrity, and legacy building within family businesses. This episode highlights moments of vulnerability and inspiration from past guests, offering listeners a thoughtful lens to navigate their own aspirations in the year ahead. Tune in to celebrate the lessons of the past and gain inspiration for the opportunities of 2025. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Katie Berganske-Frank are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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Wealth, Legacy, and Giving with Valerie Hogan
12/02/2024
Wealth, Legacy, and Giving with Valerie Hogan
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP ®, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie’s journey spans from aspiring science student to practicing attorney and philanthropic advocate, culminating in her impactful work in wealth management. Drawing from personal experiences, including navigating family responsibilities after her father’s early passing, Valerie brings a deeply personal perspective to advising families on legacy and purposeful giving. Throughout the conversation, Valerie highlights the importance of approaching legacy holistically—integrating financial, spiritual, and familial wealth to create a meaningful and enduring impact. Her passion for continuous learning and academic rigor equips her to navigate complex wealth scenarios with confidence and insight. Valerie also sheds light on the unique challenges women face in wealth management, sharing lessons from her collaborative projects with her mother, including their writing and radio programs. Tune in for an inspiring discussion on building confidence, fostering meaningful legacies, and helping families align their wealth with their values. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Valerie Hogan are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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The Power of Purpose with Melissa Whitaker
11/01/2024
The Power of Purpose with Melissa Whitaker
Join host John Sleeting as he welcomes Melissa Whitaker, founder and CEO of Melissa Whitaker International and co-author of two books (Beat the Curve and Pushing to the Front), to explore her holistic approach to consulting, centered on leadership, culture, wellness, and sales training. In this episode, Melissa shares her entrepreneurial journey, guided by bold faith, resilience, and a strong determination to build a meaningful legacy. As she reflects on pivotal moments that ignited her drive, Melissa offers listeners a blend of personal insights and practical strategies for integrating core beliefs into an entrepreneurial framework. Together, John and Melissa delve into the power of having a clear purpose behind every goal and the importance of nurturing a positive, inclusive culture—both at work and at home. They also discuss the unique role of women in today’s entrepreneurial world, emphasizing the value of authenticity and connection in leadership. Tune in for a conversation designed for anyone aspiring to create a sustainable legacy in business by merging personal values with professional ambition. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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Corporate to Family Business CEO with Jae Haas
10/01/2024
Corporate to Family Business CEO with Jae Haas
Join John Sleeting as he welcomes Jae Haas, a CEO and entrepreneur whose diverse business experience offers fresh insights into leadership and family business dynamics. Jae shares his journey from the telecommunications and railroad sectors to becoming a non-family member CEO at Transnational Payments. He reflects on his decision to join the family business, and the lessons learned in building a culture rooted in accountability, integrity, and openness. Tune in to discover Jae’s key ingredients behind thriving family-business relationships, effective risk-taking, and fostering trust among stakeholders. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Jae Haas is a client of Clearwater Capital Partners. No compensation was provided to Mr. Haas in exchange for his participation or comments. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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From CFO to CEO with David Saporta
09/01/2024
From CFO to CEO with David Saporta
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with David Saporta to explore the intersection of entrepreneurship, family business dynamics, and personal faith. David, who climbed the executive ladder at Road Ranger from CFO to CEO, shares his journey of running a significant enterprise while being intricately involved with the owner family. With a finance degree from the University of Illinois and an MBA from Northwestern University, David's deep business insights are matched by a strong personal commitment to creating meaningful impact. The conversation delves into David's experiences navigating the complexities of working for a family-owned business, where he successfully balanced business growth and his own personal values. They discuss the importance of alignment between family and non-family executives, the need for mutual respect, and the process of building trust. David also offers reflections on what true legacy means beyond wealth, emphasizing the importance of making a difference through one's actions and living out one's faith authentically. Disclosure This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Saporta is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Saporta in exchange for his participation or comments. Mr. Saporta has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
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Non-Family CEO in a Family Business with Terry Graber
08/02/2024
Non-Family CEO in a Family Business with Terry Graber
Join John Sleeting as he sits down with Terry Graber, retired CEO of Power Construction, in an insightful dialogue on navigating the unique nuances and intricacies of serving as a non-family member CEO within a family-run business. Their discussion explores aspects such as succession planning, the importance of maintaining healthy relationships, and the unique dynamics brought by a non-family executive at the helm. Reflecting on his 30-year tenure with Power Construction, Terry emphasizes the pivotal role of trust, transparency, and empathy in his leadership approach. This episode sheds light on how a successful enterprise can be built by blending professional management, family values, and philanthropic endeavors, especially within an organization nearing its centennial anniversary. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Terry Graber is a client of Clearwater Capital Partners. No compensation was provided to Mr. Graber in exchange for his participation or comments. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
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4th Annual Charity Supercar Show- Community Impact & Support
07/11/2024
4th Annual Charity Supercar Show- Community Impact & Support
Join John Sleeting for a special edition of the Entrepreneurial Legacies Podcast as we dive into the excitement and community spirit of the Clearwater Capital Foundation’s 4th Annual Charity Super Car Show. This episode shines a light on the power of community impact and support, featuring conversations with passionate entrepreneurs and dedicated community leaders. Tune in to hear from our event sponsors, who share their purpose and enthusiasm for participating in this remarkable gathering. Discover the stories of local non-profits and learn how the event enriches the communities they serve. Engage with various leaders from the Clearwater Capital Foundation, Clearwater Capital Partners, and valued Hyper Sponsors to the event as they discuss their commitment to community support and the profound joys of generosity. Celebrate with us the collaboration and dedication that drive the Charity Super Car Show, turning it into an event that fosters unity, gives back to the community, and inspires acts of kindness. Episode Highlights: 0.00 – John Sleeting, Executive Partner, and Katie Berganske-Frank, Chief Revenue Officer of Clearwater Capital Partners, kick off the show, discussing the importance of community impact and the significance of the Charity Super Car Show. 6.06 – Bob Berk, President of A Giving Heart Foundation, talks about their groundbreaking work in pediatric heart disease and their vision for the future. 18.32 – Kris Salyards, Executive Director of Bridge Youth and Family Services, highlights their organization’s long-standing commitment to youth and family wellness. 31.10 – Darrel Saldanha, MD from Midwest Anesthesia & Pain reflects on his company’s services, his continued support for the event, and his passion for cars. 37.55 – John Chapman, CEO of Clearwater Capital Partners, discusses the journey of the Foundation and what the profound growth of this event means to him and the firm. 42.19 – Kyle Sulkar, Founder & Creative Director of Sulkar Media, shares how his social media marketing firm has evolved, his passion for high-performance cars, and his desire to inspire young people to push their boundaries and achieve their own aspirations. 52.14 – Heather Corins and Samantha Elston from Fellowship Housing explore their mission to empower single mothers to create lasting change and a better future. 1.02.49 – Valerie Hogan, JD, CFP®, Wealth Advisor with Clearwater Capital Partners, talks about her background and passion for charitable giving. 1.11.15 – Cesar Marin, Director of Dealer Development and Services from Perillo, discusses their dedication to community engagement and the importance of corporate responsibility. 1.17.09 – Melissa Dailey-Newman, AWMA®, Wealth Advisor with Clearwater Capital Partners, shares the excitement and energy of the car show and how it uniquely brings value to clients and the community. 1.22.13 – James Chapman, Senior Wealth Advisor with Clearwater Capital Partners and visionary behind the Charity Super Car Show, delves into the origins of the event, its impact on the community over the years, and the record-breaking $80,000 raised in 2024. He also expresses gratitude to the Sponsors and the Chicago car community for making the event a success. 1.31.17 – Chris Biggs, Owner of CMB Consulting & Protection, discusses his company’s high-end private security company and executive bodyguard services, and reflects on the car show’s growth and their role in keeping it safe over the past four years. 1.35.00 – Greg Davis, Partner and Senior Wealth Advisor with Clearwater Capital Partners and Executive Director to Clearwater Capital Foundation concludes the episode with insights into the Foundation and the priority of Clearwater Capital giving back to the community. 1.42.39 John Sleeting, Executive Partner with Clearwater Capital Partners, final comments of appreciation to Sponsors and all valued guests. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, John Chapman, Katie Berganske, James Chapman, Melissa Dailey-Newman, Valerie Hogan, and Greg Davis are employees of Clearwater Capital Partners. Darrel Saldanha and Fellowship Housing are clients of Clearwater Capital Partners. Kyle Sulkar, Bob Berk, Kris Salyards, Cesar Marin, Chris Biggs, Heather Corins, and Samantha Elston are not clients of Clearwater Capital Partners. No compensation was provided to these individuals in exchange for their participation or comments. All opinions expressed by participants are solely their own and do not reflect the opinion of Clearwater Capital Partners. Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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Family Office Services & The Family Wealth Alliance Story with Thomas Livergood
07/01/2024
Family Office Services & The Family Wealth Alliance Story with Thomas Livergood
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with Thomas (Tom) Livergood, the visionary Founder of the Family Wealth Alliance. Tom shares his journey from growing up in a small-town and running a third-generation family business to leading an influential organization that supports firms serving ultra-high-net-worth families. Tom reflects on how family values and education shaped his path and discusses his commitment to creating a lasting legacy. He explains the core philosophy of the Family Wealth Alliance, “We Place Families First,” and emphasizes the importance of human connections over financial metrics. Drawing inspiration from Jay Hughes’s book Family Wealth, Tom describes how staying true to core values has guided the Alliance’s mission and growth. The conversation also explores the increasing complexities of serving wealthy families and the growing trend towards collaboration and education within the advisory community. Throughout their dialogue, Tom and John highlight the importance of trust, humility in leadership, and strategic planning for sustainable growth and succession. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Mr. Livergood is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Livergood in exchange for his participation or comments. Mr. Livergood is a representative of Family Wealth Alliance (FWA), a Charles Schwab company, where Clearwater Capital Partners is a member (FWA). Clearwater Capital uses Charles Schwab as a custodian for client’s managed accounts. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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Crafting Tequila, Building Legacy with Lizzy Lopez
06/03/2024
Crafting Tequila, Building Legacy with Lizzy Lopez
Join host John Sleeting as he sits down with Lizzy Lopez, Founder and CEO of 1349 Tequila, to explore the concept of legacy and its profound impact on her entrepreneurial journey. Lizzy reflects on her formative years in both Chicago, Illinois and Arandas, Jalisco Mexico, expressing deep pride in her father and grandfather's work ethic and vision to build a better life for future generations. She emphasizes the importance of drawing from the strengths of the previous generations while thinking like a first-generation entrepreneur to forge her own path. Discover what being an entrepreneur means to Lizzy as she discusses the value of personal growth through education and the importance of building social capital to leverage expertise for success. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Ms. Lopez is a client of Clearwater Capital Partners. No compensation was provided to Ms. Lopez in exchange for her participation or comments. Beyond her advisory relationship, Ms. Lopez has no other material conflict of interest relating to her relationship with Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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Passion Assets with Sameer Naseeruddin and James Chapman
05/01/2024
Passion Assets with Sameer Naseeruddin and James Chapman
In this episode, host John Sleeting welcomes Dr. Sameer Naseeruddin, President of Skybalance Med Spa, and James Chapman, Senior Wealth Advisor with Clearwater Capital, for an engaging conversation about the crossroads between entrepreneurial success and the pursuit of personal fulfillment through passion assets like luxury cars, watches, and more. Dr. Naseeruddin shares his journey from humble immigrant beginnings to building successful businesses such as Skybalance Medspa, Skypoint Vein and Trilabhealth, LLC. His story showcases the determination, creativity, and leadership that drive his entrepreneurial success and inspire others to pursue their own ambitious goals. James Chapman, a seasoned wealth advisor to entrepreneurs with high-value collectibles, provides insights into how passion-driven assets can be balanced with sound financial strategy. The discussion explores the emotional and financial dimensions of collecting, delving into how these "passion assets" can become vehicles for legacy-building, strategic risk-taking, and even philanthropy. Chapman shares his knowledge on the transition from accumulating wealth to using it for greater good, while Dr. Naseeruddin reflects on his own experiences with philanthropy and giving back to the community. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and James Chapman are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Dr. Naseeruddin is not a client of Clearwater Capital Partners. No compensation was provided to Dr. Naseeruddin in exchange for his participation or comments. Dr. Naseeruddin has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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Stewardship of a Saved Life with Jeff Miller
04/01/2024
Stewardship of a Saved Life with Jeff Miller
Step into the world of entrepreneurial wisdom with John Sleeting as he sits down with Jeff Miller, the CEO and founder of Divine Signs. In this episode, Jeff shares his personal thoughts on legacy, emphasizing the significance of leading a life that is both followable and faithful. Delving into his unique leadership style of empowerment and support for others, Jeff unfolds the narrative of his sign business's growth. The conversation takes a deeply reflective turn as Jeff opens up about a life-altering experience surviving a plane crash, providing a look into how this event has influenced his perspectives on life and stewardship. Filled with thoughtfulness, this dialogue underscores the transformative power of love, forgiveness, and the profound impact our actions can have on others. Join John Sleeting as he embarks on this compelling journey, offering a glimpse into the extraordinary life and visionary mindset of Jeff Miller, a beacon of entrepreneurial inspiration. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Miller is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Miller in exchange for his participation or comments. Mr. Miller has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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“Currency of Legacy” with Garrett Sweigert
03/01/2024
“Currency of Legacy” with Garrett Sweigert
Step into the entrepreneurial world with John Sleeting as we introduce Garrett Sweigert, President of BLK OUT Logistics. In this episode, Garrett engages in a candid and insightful conversation that unveils the "behind the scenes" aspects of his journey – from driving a single truck to spearheading a dynamic logistics company. He shares the core principles of purpose, integrity, and the invaluable "currency of legacy" that has consistently steered his entrepreneurial path. With roots in a family where both blue collar and white-collar entrepreneurship were daily experiences, Garrett paints a vivid picture of the challenges and triumphs shaping his personal growth and strategic decisions in business. Join us for an engaging dialogue delving into pivotal moments in Garrett's life, offering reflections on the transformative power of purpose and the strategic choices paving the way for a lasting legacy. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Sweigert is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Sweigert in exchange for his participation or comments. Mr. Sweigert has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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Strategic Entrepreneurial Planning with Jeff DeHaan and Kevin Nolte
02/01/2024
Strategic Entrepreneurial Planning with Jeff DeHaan and Kevin Nolte
In this episode, host John Sleeting is joined by colleagues Jeffrey P. DeHaan, CFP®, and Kevin Nolte, CPA, AWMA®. Jeff DeHaan, a Partner, and Senior Wealth Advisor at Clearwater Capital Partners is dedicated to serving successful business owners and professionals with a strong commitment to community service. Kevin Nolte, Manager of Advanced Planning at Clearwater Capital Advisors, plays an important role in designing effective wealth strategies for the firm's clientele, particularly those with the most complex needs, to match their life and legacy goals. Discussing the experiences and legacy-building endeavors of entrepreneurial families, John, Jeff, and Kevin share insights in effective wealth management and ensuring a meaningful legacy. From intentional legacy building to tax-efficient wealth transfer techniques, this conversation helps you begin the process of planning for what you want the future to look like. Uncover the complexities of estate planning, the significance of philanthropy, and challenges in generational wealth transfer. Join us for a conversation delving into the enduring art of creating a meaningful legacy. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, Jeffrey DeHaan and Kevin Nolte are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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3rd Generation of Risk Management with Dave Meyer
01/02/2024
3rd Generation of Risk Management with Dave Meyer
Join John Sleeting and guest Dave Meyer, President of CFM Insurance, Inc., an auto, home, commercial, and group benefits insurance agency established in 1929. Dave, an industry leader, emphasizes the depth of insurance beyond a commodity. Explore entrepreneurial challenges and the importance for tailored strategies. Dave addresses emerging risks like cyber liability, advocating for legislation and the value of customized coverage. Dive into the current insurance market, discussing challenges related to inflation and reinsurance. In this conversation Dave Meyer navigates the intricate world of insurance and its role in shaping entrepreneurial legacies. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Meyer is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Meyer in exchange for his participation or comments. Mr. Meyer has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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31 Gospel Patrons with John Rinehart
12/15/2023
31 Gospel Patrons with John Rinehart
Join us as we connect with John Rinehart, an entrepreneur who has devoted his life to inspiring and empowering a generation of gospel patrons. In this episode, John shares his transformative journey from the business world to the launch of Gospel Patrons, shedding light on how generosity and purpose have positively impacted the lives of business leaders. Discover the importance of integrating faith and work, as John emphasizes how living an integrated life can bring joy and fulfillment. Dive into a discussion about the pitfalls of making money an idol and the pursuit of "enough." John highlights the significance of cultivating intimate relationships and accountability to protect one's reputation and legacy. Gain valuable insights into John's vision for the future of Gospel Patrons, including fostering partnerships, creating resources, and expanding globally. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Rinehart is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Rinehart in exchange for his participation or comments. Mr. Rinehart curated John Sleeting’s contribution entry from GospelPatrons.org for his published work “31 Gospel Patrons “and the book is discussed in this podcast. John Sleeting was not compensated for his contribution to GospelPatrons.org and Mr. Rinehart has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
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