Legacy Planner For Serial Entrepreneurs | Strategic Advisor

Business Legacy

Business EN ↓ 267 episodes

The Legacy Podcast is a series of conversations with business owners who share their journey to financial freedom and the legacy they want to leave for the next generation. Their stories are empowering, educational, and encouraging.

Author

Legacy Planner For Serial Entrepreneurs | Strategic Advisor

Category

Business

Podcast website

sites.libsyn.com

Latest episode

Jul 6, 2026

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Episodes

From Adversity to Advocacy 11.11.2024

What if the resilience of one person could transform the lives of countless foster children? In this episode, we're joined by Rob Scheer, the founder of Comfort Cases, who opens up about his extraordinary journey from a challenging childhood in the foster care system to becoming a beacon of hope and change for children in need. Rob shares the heart-wrenching story of growing up as the youngest of...

Crafting Authentic Dates in a Digital Age 04.11.2024

What if a dating app could change the way we connect, not just online but in real life? Discover how Joe Feminella, the visionary CEO and founder of First Rounds On Me, is transforming the dating landscape by blending traditional courtship with cutting-edge technology. In this episode of the Business Legacy Podcast, Joe shares his insights into how current dating apps have deviated from fostering...

The Power of Community Support in Gifting 28.10.2024

Have you ever wondered how a simple act of gift-giving could evolve into a movement of sustainable community support? Join us for a heartfelt conversation with Lisa Marino, the visionary CEO and founder of Dopple Registry, who turned her struggles during financial hardship into a platform that redefines how families receive essential services. We discuss Lisa's groundbreaking approach to gifting,...

Episode Rewind: From Barefoot to Business: How One Sprinter Built a Shoe Empire 21.10.2024

On the Legacy Podcast this week, host Paul interviews Steven Sashen, the founder of Xero Shoes, to discuss the benefits of minimalist footwear. Steven's personal journey into minimalist running after a 30-year break and his subsequent creation of Xero Shoes provide valuable insights into the advantages of transitioning to minimalist footwear. The conversation emphasizes the importance of healthier...

The Art of Giving and Its Impact on Success 14.10.2024

What if understanding your giving style could unlock unprecedented levels of success in your personal and professional life? Join me, as I explore the powerful insights from Adam Grant's transformative book, "Give and Take," and its profound influence on my personal and professional journey. We explore the three reciprocity styles: givers, takers, and matchers, and delve into how givers, those who...

Navigating the Future of Accounting with Innovation 07.10.2024

Discover how to revolutionize your accounting practice by embracing change and focusing on client relationships in our conversation with Zach Gordon from RedFive Services. Learn how Zach transitioned from the traditional CPA firm landscape to the thrilling worlds of private equity and startups, ultimately crafting his own practice with a fresh approach. He shares his journey and vision, emphasizin...

Solving Construction Delays with Data-Driven Insights 30.09.2024

What if better data visibility could prevent common construction project failures? Join us in a fascinating conversation with Michael Pink, CEO of SmartPM, as he reveals how his innovative technology is revolutionizing the construction industry. Michael shares his journey from a consultant to a transformative tech leader, highlighting how SmartPM leverages existing project data to provide real-tim...

Empathy and AI in the Shopping Experience 23.09.2024

Can AI truly transform the e-commerce experience and create the ultimate digital salesperson? Tune in as we sit down with Dan Wagner, CEO of Rezolve, to uncover how his vision and innovative AI solutions like Brain Commerce, Brain Checkout, and Brain Assistant are set to revolutionize online shopping. Dan shares his extensive knowledge and experience in technology to shed light on the persistent c...

Building a Values-Driven Financial Legacy through Sustainable Food Systems 09.09.2024

Ever wondered how to build a financial model that not only supports sustainable agriculture but also stands resilient during market upheavals? Dan Miller, the visionary founder and CEO of Steward, shares his remarkable journey from co-founding Fundrise to pioneering a platform that empowers farmers with human-centric and flexible financing solutions. Tune in as he delves into the intricacies of St...

Transforming Fashion with AI 02.09.2024

What if integrating AI into fashion could revolutionize the industry while preserving human creativity? Join us for an enlightening conversation with Daniel Citron, the visionary CEO and founder of AI Fashion, as he shares the origins and mission of his groundbreaking company. Discover how AI Fashion's innovative technology allows major fashion brands to showcase their products on diverse body typ...

The Magic Behind Theme Parks and Animatronics 26.08.2024

Have you ever wondered what it takes to create lifelike characters that captivate audiences in theme parks and movies? Join us for an inspiring conversation with Lee Romaire, the mastermind behind Romaire Studios. Discover how Lee's childhood visits to Disneyland and his early taxidermy experiments in Louisiana ignited a lifelong passion for crafting realistic characters. Hear about his transforma...

From Gamer to Industry Visionary 19.08.2024

This week on Business Legacy Podcast for an enlightening conversation with Todd Greenbaum, president and CEO of Input1. Listen in as Todd shares his personal journey from high school gamer to seasoned business leader in the insurance industry. We explore the comprehensive services offered by Input1, which streamline all payment modalities for insurance premiums, including notifications and custome...

Revolutionizing an entire industry while staying true to your Faith 12.08.2024

What if you could revolutionize an entire industry while staying true to your faith? Join us on the Business Legacy Podcast as we sit down with Peter Snell, CEO of Petrovybe, who shares his extraordinary journey from a successful career in management consulting to making waves in the oil and gas sector. Discover how he fell in love with an industry fraught with challenges and dedicated himself to...

Replay: Growth, Persistence & Perseverance w/ Mike Molinet: How to Achieve Success 05.08.2024

"If you go in with the right mindset, the mindset of there's incredible surplus in the world and there's tons of money out there to be had and there's a lot of people looking for solutions. And if you go out there and you go in with a growth mindset and focus on just learning, pushing yourself outside your comfort zone, trying new things, sticking with it, having resilience, having grit over a lon...

Guiding with Genuine Spirit The Power of True Self in Leadership 22.07.2024

What if your childhood filled with constant relocations could shape you into a successful entrepreneur? Join us as we chat with Tom Lewis, the President and Founder of TW Lewis Company, who shares his incredible journey from being a Navy brat to leading a thriving home-building business. Tom opens up about his early life, the challenges of moving frequently, and how his education in mechanical eng...

Mentorship and Mastery: Pirtek's CEO's Strategy for Cultural and Business Transformation 15.07.2024

  Curious about how one CEO transformed a modest franchise into an industry giant with 162 locations?  In this episode of the Legacy podcast Paul chats with Kim Gubera, the powerhouse CEO of Pirtek USA. She shares her incredible journey from corporate controller to leading an empire specializing in mobile hydraulic and industrial hose repair. Kim opens up about the strategic decisions and personal...

Outwork the Problem: From Military Officer to Data Protection Visionary 01.07.2024

What fuels the extraordinary journey from an unfocused youth to a driven adult who co-founded a leading data protection company? This episode of the Business Legacy we unravel the story behind Stacey Hayes, co-founder and EVP of Assured Data Protection. You'll learn how Stacey's early years in North Carolina, a transformative stint in the Navy, and his experiences in IT services laid the foundatio...

Navigating Life Changes; The Journey of a Serial Entrepreneur 24.06.2024

Ever wondered what it takes to turn a company around and sell it for $1.8 billion? Join us on the Business Legacy Podcast as we sit down with Dr. Adam Carter, CEO of OpenLight, who shares his incredible journey from the UK to California, navigating the tech industry with giants like HP, Cisco, and Broadcom. Discover the strategic insights and market opportunities that led to the remarkable sale, a...

Transforming Sales Strategies: Customer Value and Pricing 17.06.2024

The secrets of distinguished leadership and pricing strategies with Brian Doyle, President and CEO of Holden Advisors, in our latest Business Legacy Podcast episode. Learn how Brian's transition from an Air Force pilot to a business leader has shaped his unique approach to defining missions and managing diverse teams. He shares his insightful journey from a Six Sigma role at GE Capital to masterin...

Developing Leaders Who Cultivate Pride and Purpose 10.06.2024

Jill Stuber's journey into leadership development in the food industry is a story of personal connection and purpose. Having spent years in the food industry herself, Jill and her partner recognized a significant need for transforming leadership styles and building better relationships within the industry. Their experience in food safety and quality highlighted the importance of soft skills in cre...

Impact Over Income: Building a Business and a Legacy Through Quality Socks 03.06.2024

Paul Dio's guest is Paden Sickles, she shared her compelling journey from military engineer to successful entrepreneur. Sickles' foray into entrepreneurship stemmed from a personal dilemma - the discomfort he faced due to the demanding conditions of military service. This prompted her to craft a unique solution: Sick fit socks. Her dedication to product testing and refinement, involving 87 differe...

Episode Rewind: Are you putting the right people in the right place and at the right time? 27.05.2024

This is one of my favorite episodes so I wanted to bring it back for you all to take a listen. Explore the artistry behind the buildings we live and work in with Bill Baker, principal of MSA Design. In this episode, Bill shares his journey in architecture, shaped by Midwestern values and a diverse career. He discusses the connection between communities and the structures they value, emphasizing th...

Truth and Technology: Instilling Honesty While Modernizing Service Companies 20.05.2024

Peter Wasmer's entrepreneurial journey is a testament to the power of curiosity and the willingness to embrace discomfort. Growing up in an entrepreneurial household, Peter's early exposure to the ups and downs of business ignited a passion for carving his own path. From a traditional financial services job to venturing into equipment leasing, Peter's career took unexpected turns. His leap into th...

From Apparel to Sustainability: How Marc Garson Found His Business Calling 13.05.2024

In today's conversation with Marc Garson, founder of Ibrands Global, to uncover the valuable insights garnered from his 40 years of entrepreneurial experience. Marc's journey from the apparel industry to sustainability products provides a rich tapestry of lessons for aspiring entrepreneurs. His ability to thrive during economic downturns, emphasis on customer-centric business practices, and insigh...

Turning a Summer Gig into a Nationwide Brand: Behind the Scenes of College Hunks Hauling Junk 06.05.2024

Nick Friedman, co-founder of the successful moving and hauling company, shares his journey of how a simple summer gig transformed into a thriving business empire. It all began during college when a spontaneous idea from a friend's mom sparked the birth of "College Hunks Hauling Junk." Embracing the unexpected, they ventured into uncharted territory, learning to navigate the moving and hauling indu...

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