Legacy Listens

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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Episoder(65)

57: Building Wealth and Human Development in the Business World Ft. Irina Baranov

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...

11 Nov 202415min

56. Reshaping Futures: The Harambee Foundation's Efforts to Save Tanzanian Children from the Streets Ft. Joshua Johnston

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. ...

7 Okt 202428min

55. The Essential Guide to Business Valuations Ft. Mike Simpson

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 val...

9 Sep 202415min

54. Navigating Business Transitions Ft. Dirk Simpson

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 strate...

12 Aug 202428min

53. Preserving Family Legacies: Insights from Estate Planning Ft.  Jack Terrill

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 ...

8 Jul 202438min

52. How Sabbaticals Can Rejuvenate Your Team and Business Ft. Mike Snedeker

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 practi...

17 Jun 202424min

51. Protecting Your Family & The Wealth You've Built ft. Sam Villagrasa-Petroski

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 cl...

3 Jun 202437min

50. Elevating Family Businesses with Effective Leadership Development ft. Dr. Richard Marcus

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 dyn...

22 Apr 202419min

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