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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Avsnitt(65)

33.  Retirement Planning: Navigating the 18 Holes of Life ft. Sam Stroud

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 ...

24 Juli 202317min

32. The Stairway to Success: Building and Transitioning a Business Empire ft. Shawn Christman

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 experienc...

11 Juli 202322min

31. Exit Interview ft. Kevin Flounders

31. Exit Interview ft. Kevin Flounders

Join us for the inaugural episode of "Exit Interviews," where we engage in candid conversations with successful business owners and entrepreneurs who have built and sold their businesses, uncovering t...

27 Juni 202338min

30. M&A in Focus: Analyzing the State of the Union ft. Joe DiGiacomo

30. M&A in Focus: Analyzing the State of the Union ft. Joe DiGiacomo

Today's episode on Legacy Listens hosted by Jan Graybill has a conversation with Joe DiGiacomo of President, D5 Capital Advisors LLC. In this episode, Jan and Joe dive deep into the current economic l...

13 Juni 202317min

29. Asset Purchase vs. Stock Purchase: How to Make the Right Choice ft. Wendy F. Bleczinski

29. Asset Purchase vs. Stock Purchase: How to Make the Right Choice ft. Wendy F. Bleczinski

Today's episode on Legacy Listens hosted by Jennifer Hodson has a conversation with Wendy F. Bleczinski of WFB Tax Law. Wendy is a Tax, Estate and Business Attorney in the greater Philadelphia area. J...

30 Maj 20236min

28. A Strong Family Business Isn't Perfect Ft. Tom Garrity

28. A Strong Family Business Isn't Perfect Ft. Tom Garrity

In the latest episode of Legacy Listens, hosted by Matt Kulp, Tom Garrity, Founder and Managing Partner at Compass Point Consulting, discusses the six pillars of a successful family business, with a p...

16 Maj 202328min

27.  What Should You Be Thinking About During Your Child's College Search Process? ft. Joanne LaSpina

27. What Should You Be Thinking About During Your Child's College Search Process? ft. Joanne LaSpina

Today's episode on Legacy Listens hosted by Jennifer Hodson has a conversation with Joanne Laspina. We will be discussing the college search process and what families and students should be thinking a...

2 Maj 202328min

26. Exit Your Business On Your Terms PART 2 ft. Chris and Scott Snider

26. Exit Your Business On Your Terms PART 2 ft. Chris and Scott Snider

Today's episode on Legacy Listens hosted by Jan Graybill has a conversation with Scott and Chris Snider from Exit Planning Institute. Scott Snider is the President of the Exit Planning Institute and t...

25 Apr 202326min

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