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)

9. Why Business Owners Need A Succession Plan Before A Business Transition Ft.  Bob McCormack

9. Why Business Owners Need A Succession Plan Before A Business Transition Ft. Bob McCormack

Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with Bob McCormack, Founder of Murphy McCormack Capital Advisors on why business owners need a succession plan before a busines...

6 Sep 202229min

8.  Upgrade your Peer Groups Ft. Scott Burky

8. Upgrade your Peer Groups Ft. Scott Burky

Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with Scott Burky, Managing Director of New Markets of the Lehigh Valley and Berks County for the High Center on why and how you...

23 Aug 202221min

7.  The Benefits of Having a Trust in Delaware Ft. Todd Hammond

7. The Benefits of Having a Trust in Delaware Ft. Todd Hammond

Today's episode on Legacy Listens hosted by Rob Wermuth has a conversation with Todd Hammond, National Business Development Officer at Bryn Mawr Trust Company of Delaware about the powerful benefits o...

9 Aug 202215min

6. The Power of a Digital Footprint for your Business ft. Kim Kelty

6. The Power of a Digital Footprint for your Business ft. Kim Kelty

Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with Kim Kelty, Brand Consultant and Podcast Startup Expert on the importance of your brand/business to have a Digital Footprin...

26 Jul 202228min

5. Make the Retirement Plan System Better For Your Business ft. Brendan Speers

5. Make the Retirement Plan System Better For Your Business ft. Brendan Speers

Today's episode on Legacy Listens hosted by Kevin Donohue has a conversation with Brendan Speers from Legacy Planning - Retirement Plan Services on 401 K and Qualified Retirement Services. This episod...

12 Jul 202226min

4. Business Builders ft. Wayne Herring

4. Business Builders ft. Wayne Herring

Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with Wayne Herring, Growth Coach and Founder of Business Builder Camp on the value of investing in yourself to build your busin...

28 Jun 202228min

3. How to Choose An Investment Banker When Selling Your Business ft. Andy Greenberg

3. How to Choose An Investment Banker When Selling Your Business ft. Andy Greenberg

Today's episode on Legacy Listens hosted by Robert Wermuth has a conversation with Andy Greenberg from Greenberg Variations Capital on the value of an investment Banker when selling your business. Fo...

7 Apr 202217min

1. The Great Resignation - What to do? ft. Tom Garrity

1. The Great Resignation - What to do? ft. Tom Garrity

Today's episode on Legacy Listens hosted by Matthew Kulp has a conversation with Tom Garrity from Compass Point Consulting on The Great Resignation and how to approach this as an employer. For more ...

7 Apr 202227min

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