Legacy Listens
Legacy Listens we have honest conversations with thought leaders in the financial services industry. We will share steps on how to build wealth intelligently. You will hear from experts in Investment Management, Business Succession, Family Office Services, and Income and Estate Tax Planning. Thank you for joining us. For questions, visit us at Legacy Planning at legacy-online.com.
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61: Preparing Your Business for Sale: Key Legal Considerations and Strategies ft. Chad Cowan
04/07/2025
61: Preparing Your Business for Sale: Key Legal Considerations and Strategies ft. Chad Cowan
In this episode of Legacy Listens, host Rob Wermuth sits down with Chad Cowan, a Member at Cozen O'Connor, to discuss the essential steps for a successful business transition. Drawing on his experience as a transactional attorney, Chad shares practical insights on preparing to sell a business — whether to a strategic buyer or a private equity firm. From assembling the right team of advisors to navigating legal complexities and due diligence, Chad outlines the key elements of a smooth and profitable exit. Whether you’re considering a sale now or planning for the future, this episode provides actionable guidance to help business owners succeed. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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60: Is A Family Office Right for Me? ft. Andrew Fay
03/10/2025
60: Is A Family Office Right for Me? ft. Andrew Fay
In this episode of Legacy Listens, hosts Rob Wermuth and Kevin Donohue sit down with Andrew Fay from 1712 Consulting to explore the evolving world of wealth management. Drawing on decades of experience, including his time at Fidelity, Andrew shares insights on managing financial, human, and social capital. From succession planning to family governance, he breaks down the complexities of sustaining generational wealth. Whether you’re planning a business transition or seeking to enhance your financial strategy, this episode offers valuable advice and resources. Tune in to learn how to build and preserve wealth across generations. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.
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59: Strategic Planning for Business Owners ft. Wayne Herring
01/20/2025
59: Strategic Planning for Business Owners ft. Wayne Herring
In this episode of Legacy Listens, Senior Advisor and Partner Matt Kulp interviews Wayne Herring, founder of Business Builder Camp, about the transformative power of coaching for business owners. Matt shares how working with Wayne over the past three years has shaped his growth, from building a five-year strategic plan to leveraging peer advisory boards and one-on-one coaching. Wayne discusses the inspiration behind Business Builder Camp, the value of collaboration among diverse leaders, and the importance of visionary and integrator roles in driving business success.Tune in for actionable insights to elevate your leadership and build a thriving business! ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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58: Unlocking the Power of Sabbaticals for Personal Growth and Business Success with Matt Kulp and Natalie Hodak
12/16/2024
58: Unlocking the Power of Sabbaticals for Personal Growth and Business Success with Matt Kulp and Natalie Hodak
In this special episode of Legacy Listens, COO, Natalie Hodak interviews Senior Partner, Matt Kulp about his transformative sabbatical after 23 years of leadership at Legacy Planning Partners. Matt shares how intentional preparation with his team ensured business growth during his absence and reflects on the challenges of stepping away. He discusses the importance of proactive planning, clear communication, and leaning on a strong support network. Matt also opens up about navigating personal challenges and finding renewed purpose. Discover how sabbaticals can inspire both personal growth and sustainable business practices in this insightful conversation. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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57: Building Wealth and Human Development in the Business World Ft. Irina Baranov
11/11/2024
57: Building Wealth and Human Development in the Business World Ft. Irina Baranov
In this episode of Legacy Listens, host Robert Wermuth sits down with Irina Baranov, a globally recognized executive coach and keynote speaker, for an inspiring conversation about leadership, personal growth, and wealth management. Irina shares her remarkable journey into executive coaching and peer group leadership, offering insights into her work with high-level groups like Vistage and TIGER 21. Listen in as she discusses the transformative TIGER 21 experience, where ultra-high-net-worth members navigate their wealth journey from financial success to a life of deeper significance. Packed with Irina's wisdom on fostering human development alongside business success, this episode provides invaluable perspectives for leaders seeking to make a lasting impact. For more information about Irina, please visit at https://www.linkedin.com/in/irinabaranov/ ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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56. Reshaping Futures: The Harambee Foundation's Efforts to Save Tanzanian Children from the Streets Ft. Joshua Johnston
10/07/2024
56. Reshaping Futures: The Harambee Foundation's Efforts to Save Tanzanian Children from the Streets Ft. Joshua Johnston
Join host Robert Wermuth on Legacy Listens bring you the remarkable story of Josh Johnston, Field Director for the Harambee Foundation and Founder of the Manyara Holistic Center (MAHOCE) in Tanzania. Joshua shares about his Pennsylvania roots to his transformative work in East Africa, he also discusses his journey of self-discovery and the powerful mission behind his efforts to keep street children in school. Together, we’ll explore the challenges, triumphs, and the lasting impact of the center on the local community. Tune in for an inspiring conversation about resilience, transformation, and the power of small actions to create big change. For more information about Joshua and the Harambee Foundation, please visit at www.harambeefoundation.org. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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55. The Essential Guide to Business Valuations Ft. Mike Simpson
09/09/2024
55. The Essential Guide to Business Valuations Ft. Mike Simpson
Join host Robert Wermuth on Legacy Listens and Michael Simpson, Managing Partner at Brinker Simpson & Company, LLC. With over 30 years of experience, Michael breaks down the essentials of business valuations, covering their importance in retirement planning, partner disputes, and more. Whether you're a business owner or just curious about valuation methods, this episode is packed with insights. For more information about Mike Simpson please visit him at . ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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54. Navigating Business Transitions Ft. Dirk Simpson
08/12/2024
54. Navigating Business Transitions Ft. Dirk Simpson
Join host Robert Wermuth on Legacy Listens and Dirk Simpson, Partner at Royer Cooper Cohen Braunfeld where they talk about the world of business succession and estate planning. They explore key strategies for ensuring a smooth transition of business ownership, tax-efficient wealth transfer, and the nuances of various trust structures like Spousal Lifetime Access Trusts (SLATs) and Grantor Retained Annuity Trusts (GRATs). Dirk shares practical insight on preparing your business financially, the importance of discounting in gifts, and leveraging charitable giving as a tool for family estate planning. Whether you're a business owner or a financial advisor, this episode is packed with valuable insights to help you finish strong and protect your legacy. Stay tuned for an in-depth conversation that's sure to elevate your understanding and approach to estate planning. For more information about Dirk Simpson please visit him at . ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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53. Preserving Family Legacies: Insights from Estate Planning Ft. Jack Terrill
07/08/2024
53. Preserving Family Legacies: Insights from Estate Planning Ft. Jack Terrill
Join host Robert Wermuth on Legacy Listens and Jack Terrill, an Estate Planning Attorney and Senior Partner at Heckscher, Teillon, Terrill & Sager. With over 30 years of experience, Jack specializes in asset protection, complex estates, and family governance. As a fellow of the American College of Trust and Estate Counsel (ACTEC), Jack's insights into charitable planning, fiduciary litigation, and estate settlement are invaluable. His firm, comprising 22 dedicated lawyers, focuses exclusively on trusts and estates, serving high-net-worth families and individuals. In this episode, Jack discusses family governance—an often overlooked but crucial aspect of multi-generational wealth management. He shares strategies to preserve wealth and values across generations, ensuring a lasting legacy. Whether you're navigating estate complexities or planning for the future, Jack offers practical insights for securing your family's legacy. Join us on Legacy Listens as we uncover the secrets to enduring family legacies with Jack Terrell. For more information, please visit Jack at ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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52. How Sabbaticals Can Rejuvenate Your Team and Business Ft. Mike Snedeker
06/17/2024
52. How Sabbaticals Can Rejuvenate Your Team and Business Ft. Mike Snedeker
Join host Matt Kulp on Legacy Listens as he sits down with Mike Snedeker, pastor of Community Evangelical in Sinking Spring, Pennsylvania. They explore how business owners can benefit from this practice traditionally seen in the educational sectors. Mike shares his personal journey leading up to a three-month sabbatical, how he managed the daily pressures of his role, and the profound impact of rest and delegation on both his personal well-being and the growth of his team. Whether you’re a business owner contemplating a sabbatical or simply curious about its benefits, this episode is packed with valuable insights and actionable advice. Tune in to learn how taking a structured break could be the key to sustaining success and fostering leadership within your organization. Enjoy the conversation and get ready to be inspired! ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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51. Protecting Your Family & The Wealth You’ve Built ft. Sam Villagrasa-Petroski
06/03/2024
51. Protecting Your Family & The Wealth You’ve Built ft. Sam Villagrasa-Petroski
Join host Kevin Donohue on Legacy Listens where he sits down with Sam Villagrasa-Petroski, a HNW Consultant at Chubb Philadelphia, specializing in property and casualty insurance for high net worth clients. In this episode, we unpack the complexities of the current hard market in the insurance industry, where rising costs and severe climate events are creating unique challenges, especially for those with significant assets. We'll explore how changing driving habits, supply chain issues, and increased frequency of natural disasters are impacting insurance claims and costs. Sam provides invaluable insights into why working with the right carriers who understand the distinct needs of high net worth individuals is crucial and how excess coverage plays a pivotal role in safeguarding assets. Whether you're worried about the liabilities tied to recreational vehicles or managing the risks associated with coastal properties, today's conversation is packed with expert advice on navigating these turbulent waters. Stay tuned as we get into these topics and more, helping you protect your legacy in uncertain times. For more information about Sam and his services, please visit him at [email protected] ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. _____________________________ Chubb is the marketing name used to refer to subsidiaries of Chubb Limited providing insurance and related services. For a list of these subsidiaries, please visit our website at www.chubb.com. Insurance provided by ACE American Insurance Company and its U.S. based Chubb underwriting company affiliates. All products may not be available in all states. This material contains product summaries only. Coverage is subject to the language of the policies as actually issued. Surplus lines insurance sold only through licensed surplus lines producers. The opinions and positions expressed in this presentation are the presenter’s own and not necessarily those of Chubb. The material presented herein is advisory in nature and is offered as a resource to be used together with your professional insurance advisors in maintaining a loss prevention program. It is not intended as a substitute for legal, insurance, or other professional advice, but rather is presented for general information only. You should consult knowledgeable legal counsel or other knowledgeable experts as to any legal or technical questions you may have. This presentation is solely for informational purposes. Chubb, 202 Hall's Mill Road, Whitehouse Station, NJ 08889-1600.
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50. Elevating Family Businesses with Effective Leadership Development ft. Dr. Richard Marcus
04/22/2024
50. Elevating Family Businesses with Effective Leadership Development ft. Dr. Richard Marcus
Join host Robert Wermuth on Legacy Listens we dive into with Richard Marcus, Ph.D., an executive coach with extensive experience in the financial services industry. Richard discusses the intricate dynamics of multi-generational family businesses and shares valuable insights on effective communication, leadership development, and succession planning within family-run enterprises. He sheds light on the importance of identifying strengths, embracing differences, and the crucial role of executive coaching in enhancing individual and collective performance. Join us as we tap into the wisdom of Richard Marcus and explore the intricate world of family businesses and leadership development. For more information about Richard and his services, please visit him at ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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49. Lessons in Leadership, Transitioning Ownership, and Nurturing Business Success ft. Kane D'Amico
04/08/2024
49. Lessons in Leadership, Transitioning Ownership, and Nurturing Business Success ft. Kane D'Amico
In this episode of Legacy Listens, we delve into the captivating journey of Kane D'Amico, owner and partner at Alliance Heating and Air Conditioning. Hosted by Matt Kulp, we talk about how Kane's 30-year tenure at Alliance has involved perseverance, constant growth, and consistency. From starting as an entry-level employee to becoming a partner in the business, Kane's story is one of hard work, dedication, and the pursuit of professional and personal growth. Learn about the challenges and triumphs of transitioning from an employee to an owner, and gain valuable insights into the process of buying and operating a business. Join us as we explore the inspiring narrative of Kane D'Amico and his journey towards continued success as a business leader. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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48. Exit Interview ft. David Regn
03/27/2024
48. Exit Interview ft. David Regn
Join host Kevin Donohue on Legacy Listens as he we sit down with David Regn, a full-service advertising industry titan, to unravel the complexities and personal triumphs of executing a private equity exit. Dave, who turned a high school t-shirt venture into the 700-employee powerhouse known as Stream, will share his 25-year journey of consistent growth, culture building, and strategic decision-making. Get ready, because this episode is not just a lesson in business—it's a blueprint for building wealth intelligently. Let's listen in. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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47. Revitalize Your Business: Integrative Medicine Strategies for Optimal Health and Success ft. Dr. Anthony Bazzan
03/11/2024
47. Revitalize Your Business: Integrative Medicine Strategies for Optimal Health and Success ft. Dr. Anthony Bazzan
Join host Robert Wermuth on Legacy Listens we dive into the world of integrative medicine with Dr. Anthony Bazzan, the medical director of the Marcus Institute of Integrative Health - Jefferson Health. Dr. Bazzan discusses the history and approach of integrative medicine versus traditional medicine, highlighting the importance of personalized, evidence-based care. He explains the unique offerings of the Marcus Institute and the impact of precision medicine technologies in treating complex medical cases and cancer patients. This enlightening conversation sheds light on the incredible work being done at the Institute and the groundbreaking advancements in precision medicine and holistic healthcare that can unlock the optimal health and success. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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46. Exit Interview - Transitioning with Integrity: A Founder's Path to ESOP and Legacy ft. Dave Calvaresi
02/26/2024
46. Exit Interview - Transitioning with Integrity: A Founder's Path to ESOP and Legacy ft. Dave Calvaresi
Join host Kevin Donohue on Legacy Listens as he explores the entrepreneurial journey with David Calvaresi, Founder of ValSource who is heavily committed to the community, one institution he works with is a nonprofit by the name of Headstrong. Follow Dave's compelling story—from starting a business amidst family challenges to building a thriving workforce. Learn how he navigated financial crises, maintained a strong company culture, and implemented an ESOP for employee ownership. In this candid conversation, discover insights on resilience, preserving culture, and graceful business exits. Tune in for lessons from a leader dedicated to both business success and community impact. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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45. Uncovering Stories of Perseverance and Growth in Financial Services ft. Natalie Hodak
02/12/2024
45. Uncovering Stories of Perseverance and Growth in Financial Services ft. Natalie Hodak
In this episode of Legacy Listens, we have an honest and insightful conversation with Natalie Hodak, Chief Operations Officer at Legacy Planning Partners. Hosted by Matt Kulp, the discussion covers Natalie's journey from her childhood in Ukraine to her career in the financial industry. Natalie shares her experiences of immigration to the United States, her family's work ethic, and how she found her passion for operations and financial planning. From her early days at Merrill Lynch to her pivotal role at Legacy, Natalie's story reflects resilience and dedication. She emphasizes the importance of surrounding oneself with a strong and supportive team in the financial services industry. Tune in to gain valuable insights from Natalie's inspiring journey and her expertise in building a successful career in finance. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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44. The Five Principles of Intentional Growth ft. Ryan Tansom
01/29/2024
44. The Five Principles of Intentional Growth ft. Ryan Tansom
Today’s episode on Legacy Listens hosted by Robert Wermuth sits down with Ryan Tansom, an entrepreneur and founder of Arkona. Ryan shares his entrepreneurial journey, starting with the sale of his family business for eight figures and going on to create the intentional growth framework. The framework helps business owners view and run their company as a financial asset with the end in mind. Together, Rob and Ryan explore the five principles of intentional growth, the technology behind it, and how business owners can engage with Arkona to gain a comprehensive understanding of their financial future. Tune in and learn how this intentional approach can help business owners navigate their long-term goals and make informed decisions. For more information about Ryan Tansom, please visit him at ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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43. The Importance of Risk Management in Business Transition ft. Carmine Corridore and Bill Campbell
01/15/2024
43. The Importance of Risk Management in Business Transition ft. Carmine Corridore and Bill Campbell
Today’s episode on Legacy Listens hosted by Robert Wermuth sits down with Carmine Corridore and Bill Campbell. Carmine brings his expertise in cyber defense, focusing on cybersecurity solutions, while Bill's work with NTSC International Consulting centers around complying with privacy laws and protecting personally identifiable information. The conversation dives into the critical topic of risk management, especially in the context of transitioning business ownership. Carmine and Bill offer invaluable insights into identifying, assessing, and mitigating risks associated with technology, data protection, compliance, and privacy laws. From running risk assessments to gap analysis, the guests provide practical steps for business owners to build and implement effective risk management plans. Tune in to gain essential knowledge for safeguarding your business in an increasingly complex digital landscape. For more information about Carmine Corridore, please visit For more information about Bill Campbell, please contact him at ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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42. Tax Efficiency Strategies ft. Bob McCarthy
12/11/2023
42. Tax Efficiency Strategies ft. Bob McCarthy
Today’s episode on Legacy Listens hosted by Robert Wermuth we delve into a thought-provoking conversation with Bob McCarthy from SEI. The discussion centers around SEI's tax managed solutions, direct indexing, and the systematic core portfolios designed to reduce taxes when managing client accounts. Bob explains the benefits of the tax technology platform, which provides real-time tax impact assessments, tax loss harvesting, and ongoing tax reporting. They also explore the process of managing client transitions and the advantages of the systematic core portfolios, offering customization and tax efficiency. Join us as we uncover how these innovative approaches can help families and businesses intelligently manage their wealth and reduce tax liabilities. For more information about Bob McCarthy, please visit . ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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41. Overcoming Barriers in Business Transition: The Key to a Successful Next Chapter ft. Steven Staugaitis
11/27/2023
41. Overcoming Barriers in Business Transition: The Key to a Successful Next Chapter ft. Steven Staugaitis
In this episode, join host Matt Kulp as he sits down with Steven Staugaitis, an expert in family business transitions and a Director at Kreischer Miller's small business advisory practice. Steve shares insights on the challenges and barriers that business owners face when planning their next chapter and offers valuable advice on how to proactively prepare for a successful transition. With over 20 years of experience, Matt and Steve dive into the emotional and financial aspects of business succession, the importance of time in the planning process, and how business owners can gain valuable insights by taking a "30-day sabbatical" from their businesses. Don't miss this conversation with two seasoned professionals in the field of family business transitions. For more information about Steven and Kreischer Miller, please visit them at . ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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40. Exit Interview ft. Bob Gress
11/06/2023
40. Exit Interview ft. Bob Gress
Join us for our series of episodes called "Exit Interviews," where we engage in candid conversations with successful business owners and entrepreneurs who have built and sold their businesses, uncovering the invaluable insights and lessons learned from their journey. Today’s episode is hosted by Kevin Donohue where he sits down with Bob Gress, the Founder of Signature HVAC, an HVAC company in West Chester, PA. Bob shares his journey from starting his business to successfully selling it in December 2020. Bob's story is one of determination, smart financial planning, and strategic business growth. Join us as we explore the lessons and insights from Bob Gress's entrepreneurial journey and learn about the challenges and rewards of selling a business. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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39. Building a Stress-Less Work Environment: The Importance of Comprehensive Wellness Initiatives ft. Jayna Gougler
10/23/2023
39. Building a Stress-Less Work Environment: The Importance of Comprehensive Wellness Initiatives ft. Jayna Gougler
Today’s episode on Legacy Listens hosted by Brendan Speers with Jayna Gougler, Wellness Coordinator at BSI Corporate Benefits. Join us as we delve into the intersection of finance and well-being, exploring how our worlds are colliding and the importance of building holistic wealth. Together, we uncover the steps to intelligently build wealth and discuss the role of wellness in the process. For more information about BSI Corporate Benefits, please visit them at ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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38. The Power of Words: Jeff Bezos' Communication Techniques for Building a Lasting Legacy ft. Carmine Gallo
10/09/2023
38. The Power of Words: Jeff Bezos' Communication Techniques for Building a Lasting Legacy ft. Carmine Gallo
Today’s episode on Legacy Listens hosted by Robert Wermuth with three-time Wall Street Journal bestselling author, Carmine Gallo. Gallo is an American author, columnist, keynote speaker, and former journalist and news anchor. The author of the book we will discuss in depth, The Bezos Blueprint: Communication Secrets of the World's Greatest Salesman. In this episode, we'll be exploring the insights of the legendary Jeff Bezos and his remarkable impact on Amazon's success. We'll discuss Bezos' effective communication strategy of writing product press releases before development. This approach helped him grasp product value and customer perspective which led to innovations such as the Kindle. Bezos also emphasizes simplicity, metaphors, and storytelling to make complex ideas easily understandable. We'll take a look at how he popularized metaphors like "moat" and "two pizza teams" which are now widely used in various industries. For more information on Carmine, you can find him at . ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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37. The Power of Slow and Steady Growth: Boyer Food Markets' Legacy ft. John Boyer
09/22/2023
37. The Power of Slow and Steady Growth: Boyer Food Markets' Legacy ft. John Boyer
Today’s episode on Legacy Listens hosted by Matt Kulp with John Boyer, the second-gen owner of Boyer Food Markets. Listen to this insightful episode where John shares the inspiring story of how their corner store turned into a successful supermarket chain. Learn from Boyer Food Markets' story of how they turned a potential business liquidation into a thriving enterprise. For more information on John and his services, please search for him on LinkedIn at John Boyer - HJJT Family Limited Partnership. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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36. Elevate Your Team: Unveiling the Traits and Strategies for Identifying High Performers ft. Wayne Herring
09/12/2023
36. Elevate Your Team: Unveiling the Traits and Strategies for Identifying High Performers ft. Wayne Herring
Today’s episode on Legacy Listens hosted by Matt Kulp with Wayne Herring, Founder of Business Builders and renowned Business Coach. Together, we dig into the topic of coaching high performers in a business setting and how to identify these individuals, discussing the importance of truly seeing and understanding your team members. The conversation explores the distinction between high performers and key employees, shedding light on how both proven achievers and individuals with potential can be considered high performers. Tune in to gain valuable tips for nurturing and developing the most valuable players in your organization. For more information on Wayne Herring, please visit www.businessbuildercamp.com. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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35. Beginning with the End in Mind: Understanding Goals and Purpose for a Successful Business Exit ft. Zane Tarence
08/28/2023
35. Beginning with the End in Mind: Understanding Goals and Purpose for a Successful Business Exit ft. Zane Tarence
Today’s episode on Legacy Listens hosted by Robert Wermuth with Zane Tarence. They will be diving deep into the topic of Investment Grade, both in public equities and private companies. They will explore how private company owners can determine if their business qualifies for institutional investments and the key factors that investors consider when evaluating a company's potential. Plus, the crucial role of growth in business and how it impacts profitability. This conversation will uncover the different types of buyers in the market and the importance of having a confidential process during negotiations. And don't miss our talk on preparing for an exit, understanding the purpose of your business, and why having clear goals is vital. For more information on Zane Tarence, please visit and check out his book, 17 Reasons Your Company Is Not Investment Grade & What To Do About It and take his Investment Grade Assessment. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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34. The Path to Exceptional Performance: Uncovering Hidden Profit with AI and Analytics ft. Peter Mares
08/14/2023
34. The Path to Exceptional Performance: Uncovering Hidden Profit with AI and Analytics ft. Peter Mares
In today's episode, Legacy’s CEO, Jan Graybill sits down with Peter Mares, the founding partner of Growth 1776, renowned for his expertise in finding hidden profits. Peter shares his passion for helping mid-market companies achieve exceptional financial performance by harnessing the power of artificial intelligence and human intelligence. He believes that business owners should capture the value of their businesses rather than selling them to outside sources. Through their unique analytics, Growth 1776 aims to help business owners discover profit pockets within their own companies and capitalize on them. Join us Jan and Peter dive deep into topics such as predictive customer churn, analyzing product sales, and leveraging technology to find exceptional performance. They'll also discuss how Growth 1776 works closely with business owners and heads of sales to identify profit improvement opportunities and help clients mitigate risks and seize opportunities. Get ready for an episode filled with valuable insights, inspiring stories, and practical strategies. Let's uncover the path to exceptional performance together! For more information on Peter Mares and his services, you can visit him . ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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33. Retirement Planning: Navigating the 18 Holes of Life ft. Sam Stroud
07/24/2023
33. Retirement Planning: Navigating the 18 Holes of Life ft. Sam Stroud
Join us in this episode as we engage in a captivating conversation with our host Jennifer Hodson and Sam Stroud, a seasoned Senior Advisor and Associate Partner at Legacy Planning. With over 35 years of experience in the financial services industry, Sam shares his experience on retirement planning, drawing parallels between the game of golf and preparing for a fulfilling retirement. From the pre-round warm-up to the back nine, Sam explores the different phases of retirement and provides valuable insights on how to mentally and financially prepare for each stage. Discover the importance of visualizing your retirement goals, creating a solid financial foundation, and adapting to curve balls that may arise along the way. As Sam and Jenn discuss the connection between golf and retirement, they highlight the significance of aligning visions with your partner, managing spending habits, and stress-testing your financial plan. Gain practical advice on preparing for the "Go-Go years" of retirement, where energy and spending may be at their peak, as well as the "Slow years," where a shift in lifestyle and careful planning becomes crucial. Whether you're a golf enthusiast seeking wisdom from the fairways or someone looking to secure a prosperous retirement, this episode will provide you with valuable insights, actionable strategies, and a fresh perspective on planning for your golden years. Tune in to this engaging discussion and embark on a journey to master the 18 holes of life. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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32. The Stairway to Success: Building and Transitioning a Business Empire ft. Shawn Christman
07/11/2023
32. The Stairway to Success: Building and Transitioning a Business Empire ft. Shawn Christman
In our latest episode, your host Matt Kulp introduces us to his friend Shawn Christman, the former owner and president of the renowned Seattle Stair and Design Company. With over 38 years of experience in the business, Shawn shares his fascinating journey of building and transitioning out of a stair-building empire. Seattle Stair and Design wasn't just any stair-building company; they specialized in creating intricate and exquisite stairs, ranging from a couple hundred thousand dollars to million-dollar masterpieces. Shawn's craftsmanship and attention to detail were truly exceptional. Join us as we unravel the story of Shawn Chrisman, a true pioneer in the stair-building industry, and gain valuable insights into building and transitioning a successful business. Tune in to Legacy Listens and be inspired by the wisdom shared by Shawn and other thought leaders in the financial services industry. ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
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