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

Immigrant Daughter Crowdfunds History's First Woman-Led Scotch Whiskey 29.04.2024

Carin Luna Ostaseski's journey into the world of Scotch whiskey is an inspiring tale of discovery and resilience. As a graphic designer for 17 years, she grappled with questions about her identity and passion. It was a chance encounter with a glass of Scotch that sparked a deep connection within her. The flavors and stories woven into each sip ignited a new purpose, leading her to embark on a whis...

From Introverted Office Manager to Empathetic CEO: One Woman's Journey to Lead with Compassion 22.04.2024

Discover the unexpected journey of Miri Offir, CEO of 911 Restoration, from a reluctant move to the US to building a legacy of empathy and unity. Her story of starting from the bottom and rising to the top through a different approach to leadership will inspire you. Miri emphasized the emotional impact on clients dealing with property damage and highlighted the significance of empathy in understan...

People First: Building a Kind and Flexible CPA Culture 15.04.2024

Yoann Brugiere, a French and American CPA, embarked on a journey that led him to question the traditional methodologies of CPA firms. After years of working in various firms, he felt a common thread in the industry's approach. This realization fueled his desire to break free from the norm and establish his own CPA firm, RBIZ, with a distinct modern approach. Yoann's passion for redefining the CPA...

Uncovering Healthcare's Hidden Gems: Training Overlooked Talent 08.04.2024

Dr. David Lenihan's journey into diversifying the healthcare workforce is a fascinating story of unexpected paths and genuine passion. It's clear that his unique approach was born from personal experiences and a deep understanding of the impact of education on healthcare accessibility. His realization that untapped talent exists in underserved areas led to groundbreaking strategies, such as develo...

Replacing Plastics with Natural Fibers: How Ying Launched a Biomass Packaging Startup 01.04.2024

Embark on an enlightening journey with Ying Liu, the mastermind behind Blue Lake Packaging, as she takes us behind the scenes of her revolutionary eco-friendly packaging solutions. In a world grappling with plastic waste, Ying's dedication to creating sustainable alternatives using natural fibers is not only inspiring but a necessary step towards environmental conservation. Our discussion ventures...

Teaching Others the Steps to Smart Property Investing 25.03.2024

Deba Douglas embarked on her real estate investing journey in 2017, seeking a change from her demanding role as a building principal. It was the pivotal moment of reading "Rich Dad, Poor Dad" by Robert Kiyosaki that sparked a transformation in her mindset about money. This realization led her to dive into real estate, absorbing knowledge from books and podcasts. With determination, she and her hus...

Curating Forever Keepsakes: Selecting Special Jewelry for Moms-To-Be 18.03.2024

In this episode of the Legacy Podcast, host Paul Dio interviews Melissa Mor, the founder of Mrs. Push, an Ecom store specializing in jewelry and lifestyle products. Melissa's journey into the world of push presents stems from her own experience as a mother of three. Faced with the challenge of finding a truly special push present, she realized the lack of a one-stop shop for these meaningful gifts...

Wealth and Wisdom: Reflections of a Young Decamillionaire 11.03.2024

On this episode of the Legacy Podcast, host Paul Dio shares insights from a conversation about wealth, relationships, and the impact of financial success on one's life. He dives into the story of a 20-year-old decamillionaire, discussing the valuable lessons learned from their journey to wealth and the impact it had on their relationships. The discussion emphasizes the importance of authenticity,...

The Recruiter Focused on Community Change 04.03.2024

In this compelling episode of the Legacy Podcast, host Paul Dio explores the world of entrepreneurship and business resilience with special guest Patrick Cahill, the president and founder of Twice as Nice Recruiting. Patrick reflects on his entrepreneurial journey, highlighting the significance of adaptability, embracing change, and driving growth. He discusses the post-Covid challenges faced by h...

Lifestyle Renaissance: Navigating beyond the traditional route 26.02.2024

This week Paul speaks with Andy LaPointe, a seasoned lifestyle entrepreneur and founder of Traverse Bay Farms, to dive into the world of lifestyle entrepreneurship. Andy shares his journey from real estate to the food industry, emphasizing the importance of designing a lifestyle first and then creating the income to support it. His insights on creating multiple income streams, prioritizing persona...

From Barefoot to Business: How One Sprinter Built a Shoe Empire 19.02.2024

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...

Changing the world one move at a time through exceptional service 12.02.2024

In this episode of the Legacy Podcast, host Paul chats with Ron Holt, the founder of Pink Zebra Moving. Ron's journey into the moving industry was sparked by his family's negative experience with a moving company, leading him to envision a revolution in the industry. He emphasizes the importance of transparency and education, highlighting Pink Zebra Moving's commitment to providing an enjoyable cu...

How One Man's Bad Vacation Led to a Review Revolution a Thriving Business 05.02.2024

This week on Legacy Podcast, you'll hear Paul chatting with Michael Podolsky, CEO and co-founder of Pissedconsumer.com. Michael's passion for serving consumers stemmed from a negative vacation experience, leading him to create Pissedconsumer.com, a platform for share feedback on businesses. Despite facing 24 lawsuits, Michael's resilience has not only protected consumer speech but also influenced...

From Nonprofit Leader to Consultant and One Woman's Journey to Career Fulfillment 29.01.2024

In this episode of the Legacy Podcast, Paul Dio interviews Teresa Rand, a distinguished businesswoman and mentor, delving into the importance of self-awareness in personal and professional development. With a rich background transitioning from a long-held CEO position to establishing her consulting business, Teresa brings a wealth of experience to the conversation. Emphasizing the pivotal role of...

Agility and Rapid Testing: Keys to Launching Winning Products 22.01.2024

On the Legacy Podcast this week, Valerio Zanini, the co-founder of Spark Engine and 5D Vision, shared his expertise on driving product innovation and agility. With a background in product management, Zanini's journey led him to establish Spark Engine, which focuses on teaching product management while fostering innovative thinking. He emphasized the significance of agility, quick iterations, and g...

Getting Extraordinary Results Through Building Disciplined Daily Habits Like the Greats 15.01.2024

Nick DiNatale, the guest on Legacy Podcast, shares his journey of simplifying shipping and logistics. Having worked at FedEx for twelve years, Nick noticed a common theme among the company's customers - a lack of understanding around shipping costs and billing issues. This realization inspired him to start Ship Plug, a company that aims to simplify the complex world of shipping logistics. With a b...

Innovate and Thrive: Lessons in Creating Unique Products with Anthony Mongiello 11.12.2023

On this episode of the Legacy podcast Paul had the opportunity to speak with Anthony Mongiello CEO of Formaggio Cheese. Anthony's journey into the cheese industry is a captivating blend of family heritage and entrepreneurial spirit. From his grandfather's expertise in crafting rigata cans to his father's innovative approach to mozzarella manufacturing equipment, Anthony was immersed in the art and...

Building a Harmonious Multigenerational Workforce: Damon Lembi's Expert Advice 04.12.2023

This week on the Legacy Podcast, you'll hear from Damon Lembi, the CEO of Learnit and author of The Learn It All Leader. Damon shares his personal journey from being a receptionist to becoming a CEO, and how that experience shaped his understanding of the different roles within a company. He also discusses the valuable lessons he learned from his baseball coaches, which he applies to his leadershi...

The Art of Success: Secrets to Discipline and Continuous Improvement - Gary Specter 27.11.2023

In this episode of the Legacy Podcast, host Paul Dio sits down with Gary Specter, CEO of Simpro, to discuss the importance of discipline and continuous improvement for entrepreneurs. Gary shares his journey as an entrepreneur and how his passion for fitness and car culture has shaped his mindset. He emphasizes the value of daily improvement and perseverance, highlighting that success comes from st...

Bridging Cultural Divides: Fairlane Raymundo's Mission to Promote Asian Culture 20.11.2023

Fairlane Raymundo, a passionate entrepreneur and lover of Asian culture, shares her inspiring journey of self-discovery and the realization of the beauty in her own heritage on the Legacy Podcast. After moving to the US, Fairlaine initially felt disconnected from her Filipino roots, but through embracing cross-cultural experiences, she discovered the beauty in her heritage. Her transformative jour...

Mastering Collaboration: A Filmmaker's Guide to Maximizing Creative Potential - Uwe Boll 13.11.2023

In this episode of the Legacy Podcast, you'll get to hear an awesome interview with Uwe Boll, a film director and writer with over 30 years of experience in the industry. Boll shares his journey, from making small films in Germany to working on big Hollywood productions. He's directed an impressive 35 films, some featuring big stars like Ben Kingsley and Jason Statham. Boll's career spans differen...

Unlocking Wealth and Protecting Assets: Expert Advice with Scott Royal Smith 06.11.2023

In this episode of the Legacy Podcast, you'll hear host Paul Dio interview Scott Royal Smith, a real estate investor and asset protection attorney. Scott's journey of becoming an entrepreneur while in law school is inspiring, as he used his auto mechanic shop to pay his way through school. He followed his passion for real estate and wealth creation, eventually achieving financial freedom. Scott's...

The Secrets Behind Portland Leather Goods: Curtis Matsko on Crafting Exquisite Leather Products 30.10.2023

This week's episode of the Legacy Podcast, Paul Dio chats with  Curtis Matsko, the founder of Portland Leather Goods. Listen to the insightful conversation with Curtis Matsko.   Curtis shares his journey of starting a company and becoming the largest leather bag maker in America. He discovered the importance of craftsmanship and quality when he couldn't find a high-quality leather journal in the m...

Redefining Success: Serving Others and Making a Difference as an Entrepreneur - Coco Sellman 23.10.2023

In this episode of the Legacy Podcast, you'll hear host Paul Dio chat with Coco Sellman, CEO and founder of A Force for Good and Allpoint Healthcare. Coco shares her journey as an entrepreneur and her passion for making a positive impact through her ventures. She discusses her new platform for entrepreneurs, drawing from her own experiences and failures along the way. Coco's story is not only insp...

Mastering the Art of Negotiation: Unleashing Your Inner Negotiator - Todd Camp 16.10.2023

In this episode of the Legacy Podcast, you'll hear Paul Dio interview Todd Camp, the owner and chief negotiation officer of Camp Negotiations Systems. With his extensive experience in negotiation training and coaching, Todd provides valuable insights on the mindset and strategies that can lead to successful outcomes in any industry. He challenges the prevailing belief that compromise is necessary...

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