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

Ep 68-Are you the Gazelle or the Lion? 14.03.2022

In this episode, Paul Dio talks with Stephen Nalley CEO of Black Briar Advisors and Author of  Relentless pursuit, developing affordable housing, being a veteran, and how that shaped him for the careers he has taken on. In this episode, we cover some of Stephen's four foundations and principles. Also how to pass your 50% point. Stephen has big plans for his future in commercial real estate to conv...

67-What would happen if you wrote yourself a check? 07.03.2022

In this episode  Paul Dio talks with Bart Wilson from VPiX about entrepreneurship, being a veteran, and finding peace. In addition to what happens when you visualize success. VPiX is recognized as the 214th Best company in America, ranked by Entrepreneur Magazine, and is 100% employee-owned and operated. In this episode, we cover how to come back from a career crisis. Why you need to get to basics...

66-How can plants help lead to less stress at work? 28.02.2022

In this interview Professor Pete Alexander we talk about the benefits of having plants in a work environment, hiring the right people and leaving a legacy.  Professor Pete Alexander is the President of the greatest interior landscaping company in the San Francisco Bay Area - Office Plants by Everything Grows. Pete is also hosting a popular 7-minute leadership podcast focused on successful business...

65 -What is your relationship with Risk? 21.02.2022

In this episode, Paul Dio has an informative and insightful conversation with Jeff Sampson CEO of Everscore. Throughout the conversation we talk about football, mentors, making good decisions, and ultimately understanding your relationship with risk.  Everscore is a direct-to-consumer marketplace for cannabis brands to provide the choice, convenience, and confidence that consumers expect. Everscor...

64-What truly makes you happy? 14.02.2022

Paul Dio interviews Rajat Khatri CEO of Happy life Architect to discuss legacy, happiness and the benefits of being mindful. About Rajat Rajat is a Happiness Coach, Bestseller Author of the book - 10 Keys to Attain Happiness, Speaker and Analytics Leader. He loves to help people be Happier in Life by using Tips n Tricks that are proven by Science and Research | | Provide a summary of your company:...

63- What are the stories and values your business will leave behind? 07.02.2022

Join Kirk Chisholm while he talks with Kevin Barson about selling mid-level market businesses,  with the business owner and seller in mind. Kevin talks about how he helps his clients navigate the landscape of selling their business with support and maximum benefit. Also Kevin shares stories of business owners that were able to leave the legacy they dreamed of. Kinected Advisors is a Mergers and Ac...

62- Are you putting the right people in the right place and the right time? 31.01.2022

Paul Dio talks with Bill Baker around legacy, finding the right team for the right situations. Bill is an Architect, Principal, and one of three Owners at MSA Design – a national architecture, interiors, and graphic design firm headquartered in Downtown Cincinnati with offices in Central Ohio and Florida. In addition to his role on the Executive Board of MSA, one of his key professional passions i...

61- How does resentment affect the value of you business? 24.01.2022

In this episode, your Kirk Chisholm chats with Cam Bishop of Raincatcher around common mistakes, unique circumstances which can affect the value of your business.  Cam has over 40 years of executive-level business experience covering a broad array of business scenarios involving start-ups, product line extensions, organic growth, international business, mergers & acquisitions, deal integrations as...

60- What does humility, empathy and curiosity have to do with legacy? 17.01.2022

Paul Dio interviews Faryl Robin Morse to talk about women empowerment, the marvel universe, and staying humble.  About Faryl  Faryl Robin Morse is committed to empowering all women by designing impactful footwear and changing the world through inclusivity & sustainability initiatives. She believes all women should have access to footwear that makes them feel confident & beautiful and works every d...

59 - What would you do if you had more time? 10.01.2022

In this episode with Robert Nickell, we talk about money, lessons from childhood, and leveraging your highest and best use of time.  About Robert Robert Nickell is the Founder and CEO of Rocket Station, the leading provider of outsourced staffing and process management for the Business Process Outsourcing (BPO) industry. Rocket Station helps businesses hire virtual teams with efficiency and profit...

58-Are you aware of your leadership style? 03.01.2022

Paul Dio talks with Chuck Mollor about being agile, driving innovation in addition to how this all plays out to legacy.  Chuck Mollor is founder, CEO, executive coach, and advisor at MCG Partners. He is the author of his new and best-selling book, The Rise of The Agile Leader. Can You Make the Shift? achieving Amazon's #1 best seller in management. MCG Partners specializes in leadership and talent...

57-Have you had your now or never moment? 20.12.2021

In this interview Paul Dio interviews Ken Segal Managing director of LGA CPA and Business Advisors to discuss running a business in crisis , managing health issues, and ultimately giving back and leaving a legacy.  Your can find Ken Segal at: www.lgallp.com

56- Is your E-commerce Business in line with your Legacy? 13.12.2021

In this episode Kirk Chisholm interviews Chris Shiperling of Global wired advisors on common fundamental principles when thinking about selling your business. Chris discusses the 3 key things to look for when selling your ecommerce business.  You can fin Chris Shiperling at: www.globalwiredadvisors.com

55-What happens when chaos breeds opportunity? 06.12.2021

In this episode Andrew Johnson of Shelfaware a SHAAS (Software Hardware as a service company) talks about legacy, family and innovating through COVID. You can connect with Andrew Johnson at Andrew Johnson, Supply Chain Innovator on LinkedIn Website https://shelfawarevmi.com https://oringsales.com

54- What happens when you decide to remove your ego? 29.11.2021

In this episode, Paul Dio and Charles Read talk about removing Ego, going into business with his wife, and his thoughts on leadership. About Charles Charles Read  founder of GETPAYROLL is an accomplished senior executive and entrepreneur with more than 50-years of financial leadership experience in a broad range of industries, as well as a licensed Certified Public Accountant (CPA). Background & E...

53- How do you pay homage? 22.11.2021

In the day and age where speed of delivery matters. Sometimes the things that take time, hold the most meaning. James Broyhill talks about how he created his business his vision and his legacy through his company heritage handcrafted. He pays homage to his family through his unique furniture pieces out of wood.  James Broyhill Website https://www.heritagehandcrafted.com/ Instagram handcraftedherit...

52-What would happen when autonomy meets opportunity ? 15.11.2021

What happens when autonomy meets opportunity?. Tim Mobley talks about the challenges of finding the right team to lead your company to success while solving critical problems along the way Tim has transitioned from military to leading a group of dentists, to leading a multimillion-dollar company to help scale the industry's brightest minds. About Tim: Tim currently serves as the President of Conne...

51- How do you know that you are in control? 08.11.2021

 Troy Fugate of Compliance Insight focuses on serving, leading, and managing the process. Compliance Insight   helps businesses overseen by the FDA navigate the regulatory process, achieve compliance, and develop best practices for the manufacture of innovative drugs, medical devices, and biologics In this episode, we talk about leadership legacy and understanding company values. About Troy Troy F...

50-What would happen if you led with kindness? 01.11.2021

In this episode founder and CEO Jaime Jay of Bottleneck Distant Assistant talks about leaving ripples, giving his clients his life back all while documenting his journey along the way. About Jaime Jay Jaime is the founder of Bottleneck Distant Assistants and Co-Founder of Bottleneck Medical Distant Services. He enjoys being a connector and networking with big picture thinkers. Jaime has been on bo...

49-B2B E-Commerce with Isaiah Bollinger 25.10.2021

In this episode CEO of Trellis INC. Isaiah Bollinger talks about his lessons learned while building INC5000's fastest-growing companies. Along with his thoughts on leadership and analyzing how to deploy his resources.

48 - Helping Many with Final Expense Direct's Kim Wilhelm 11.10.2021

In this episode, your host Paul Dio speaks with Final Expense Direct's Kim Wilhelm about selling whole life insurance plans, end-of-life expenses, making a dent in your market, helping many, and more. Check out Final Expense Direct at https://finalexpensedirect.com/

47 - General Managing with Pittsburgh City United's Michael Monsour 04.10.2021

Your host, Paul Dio talks with Michael Monsour of Pittsburgh City United. Michael discusses the challenges and responsibility of being the general manager of a soccer team. To learn more, visit https://www.pittsburghcityunitedfc.com/

46 - Multifamily Investment Solutions with Freeland Ventures' Josh Cantwell 27.09.2021

Your host, Paul Dio talks with Josh Cantwell of Freeland Ventures. Freeland Properties, LLC is the area's leading multi-family apartment real estate solutions company. Freeland Properties primarily focuses on acquiring Class A & B apartments in Class A & B markets in the areas surrounding Cleveland, Akron/Canton, Columbus, Dayton, and Cincinnati. To learn more, visit https://freelandventures.com/

45 - Human Discrepancies with Capitalogix's Howard Getson 20.09.2021

Your host, Paul Dio talks with Howard Getson of Capitalogix. Capitalogix's philosophy is that no edge lasts. While nothing works all the time, there is always something working. The key is to identify and capitalize on it faster. They create rule-based algorithms that remove human fear, greed and discretionary mistakes from the equation to help you find an edge in a constantly changing landscape T...

44 - Exit Rich with Michelle Selier Tucker 13.09.2021

Your host, Paul Dio talks with Michelle Selier Tucker. Michelle Seiler Tucker is the preeminent expert if you need to fix, grow, buy, or sell your business. She closes 98% of offers she writes and exceeds her clients' expectations every time. To learn more, visit https://seilertucker.com/

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