Legacy Planning

Legacy Listens

Business EN ↓ 65 episodes

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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Legacy Planning

Episodes

15. The Journey of a Business, the Startup of Legacy Planning with Jan Graybill 29.11.2022 22:50

Today's special episode on Legacy Listens hosted by Matt Kulp has a conversation with CEO and Founder Jan Graybill from Lega cy Planning. In this first episode of a 3 part series, Jan and Matt sit down to talk about the beginning of Legacy Planning and all the trials, tribulations, and triumphs in the first 10 years of Legacy Planning. For more information about Legacy Planning please visit www.le...

14. Structure and Manage the Right Retirement Plan for Your Business ft. Brendan Speers 15.11.2022 16:55

Today's episode on Legacy Listens hosted by Robert Wermuth has a conversation with Brendan Speers from Lega cy Planning - Retirement Plan Services on 401 K and Qualified Retirement Services. This episode is most valuable to you if you are in need of support with structuring and managing a qualified retirement plan for your business. For more information about Brendan Speers or Retirement Plan Se...

13. Estate Planning Considerations for Different Life Stages ft. Michael Breslow 01.11.2022 25:13

Today's episode on Legacy Listens hosted by Jeff Dye has a conversation with Michael A. Breslow, Esquire from Heckscher, Teillon, Terrill & Sager, P.C. This episode we break down what are the biggest obstacles to getting to different phases in your estate plan and ways to tackle them. For more information about Michael A. Breslow, Esquire please visit www.htts.com ____________________________...

12. Maximize Charitable Giving ft. Michael DeHaven 18.10.2022 20:56

Today's episode on Legacy Listens hosted by Kevin Donohue has a conversation with Michael DeHaven, CPA from Rainer & Company . With the end of the year approaching, we're discussing charitable giving with many of our clients. We talk about how charitable giving can help donors with their year-end tax bill, while also helping their local community. For more information about Michael DeHaven please...

11. Building Your Business + Connecting with the Community ft. Tony DaRe 04.10.2022 23:41

Today's episode on Legacy Listens hosted by Matthew Kulp has a conversation with Tony DaRe, CEO of BSI Corporate Benefits. This episode is all around building your business and connecting with the community. Tony and BSI Corporate Benefits are coming up on 20 years in business, and he shares their secret to their success for a sustainable business in today's market. For more information about Ton...

10. Keeping the end in mind: The importance of long-term planning when establishing a Family Foundation ft. Elizabeth Wong 20.09.2022 19:08

Today's episode on Legacy Listens hosted by Robert Wermuth has a conversation with Elizabeth Wong, National Director of Philanthropic Advisory Services at Foundation Source . In this episode, we talk about best practices, resources, and mistakes Elizabeth has seen when helping families communicate their philanthropic giving. For more information about Elizabeth Wong, you can find her at foundation...

9. Why Business Owners Need A Succession Plan Before A Business Transition Ft. Bob McCormack 06.09.2022 29:31

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 business transition. For more information about Bob McCormack please visit Murphy McCormack http://www.murphymccormack.com/ ____________________________ Legacy Planning- 3440 Hamilton Blvd Allentown,...

8. Upgrade your Peer Groups Ft. Scott Burky 23.08.2022 21:01

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 can upgrade your peer group to take your business (and team) to the next level. For more information about Scott Burky please visit The High Center at https://thehighcenter.com/ . ______________...

7. The Benefits of Having a Trust in Delaware Ft. Todd Hammond 09.08.2022 15:40

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 offered by Delaware law. Delaware may have been the first state, but it opens up a whole new world of options when it comes to establishing a trust there. For more information about Todd Hammond please...

6. The Power of a Digital Footprint for your Business ft. Kim Kelty 26.07.2022 28:41

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 Footprint, how to get online to create traction for your business, and how that can easily happen in 3 simple steps. For more information about Kim Kelty please visit www.kimkelty.com and on her podcast, Word...

5. Make the Retirement Plan System Better For Your Business ft. Brendan Speers 12.07.2022 26:32

Today's episode on Legacy Listens hosted by Kevin Donohue has a conversation with Brendan Speers from Lega cy Planning - Retirement Plan Services on 401 K and Qualified Retirement Services. This episode is most valuable to you if you run a business, are head of Human Resources, CFO, or a Controller. Brendan brings a large market approach to small to medium size businesses. For more information ab...

4. Business Builders ft. Wayne Herring 28.06.2022 28:14

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 inv esting in yourself to build your business For more information about Wayne Herring Growth Coach and founder of Business Builder Camp please visit www.businessbuildercamp.com . ____________________________ Legacy Planning- 3440 Hami...

3. How to Choose An Investment Banker When Selling Your Business ft. Andy Greenberg 07.04.2022 17:21

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. For more information about Andy Greenberg or Greenberg Variations Capital please visit www. greenbergvariations.com and on his podcast, Middle Market Musings. ______________ ______________ Le...

1. The Great Resignation - What to do? ft. Tom Garrity 07.04.2022 27:22

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 information about Tom Garrity or Compass Point Consulting please visit www.compasspt.com . ______________ ______________ Legacy Planning 3440 Hamilton Blvd Allentown, PA 18103 484-765-9100 w...

2. Qualified Small Business Stock (QSBS) Potential Benefits ft. Dirk Simpson 07.04.2022 9:35

Today's episode on Legacy Listens hosted by Robert Wermuth has a conversation with Dirk Simpson from Royer Cooper Cohen Braunfeld LLC in Conshohocken, PA on what Qualified Small Business Stock and their potential benefits for your business. For more information about Dirk Simpson or RCCBLAW please visit www.rccblaw.com . ______________ ______________ Legacy Planning 228 W Gay Street West Ch...