Southwestern Family of Podcasts - Southwestern Family of Companies

Let's Talk Legacy

Society EN ↓ 157 episodes

What does it mean to build and maintain a legacy, either in business, or for your loved ones? What tools and resources are available to help? Join the discussion along with exciting guests and real listeners just like you, to tackle the answers to these questions, and learn how to grow today, for a better tomorrow. Southwestern/Great American, Inc., dba Southwestern Family of Companies, for itself and its related entities and their assigns, reserves and retains all rights to their copyrighted materials and trademarks contained in this podcast. Southwestern Legacy Insurance Group is an affiliat...

Author

Southwestern Family of Podcasts - Southwestern Family of Companies

Category

Society

Podcast website

www.LetsTalkLegacyPod.com

Latest episode

Nov 5, 2025

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Episodes

My Place in the Sun, with George Stevens, Jr. 05.06.2024

Writer, director, producer, playwright, and author, George Stevens, Jr. dives into 5 generations of Stevens in showbiz, going all the way back to the Civil War, talks about riding shotgun with an Oscar award, working for the Kennedy Administration, starting the AFI, tackling social justice issues in his work, the future of movies and the cinema viewing experience, shares stories with Edward Murrow...

What REALLY Drives Us, with Gary Michels 22.05.2024

Let's Talk Legacy host Gary Michels talks about what REALLY drives the agents at Southwestern Legacy Insurance Group. Spoiler alert: it's NOT money.

Policy Pointers: Mortgage Protection Coverage 15.05.2024

Learn about the affordability and flexibility of mortgage protection coverage, a specialized insurance product which can make a huge difference in safeguarding your home and family.

CLIP: Keith Moon, Paul McCartney, and Shaun Cassidy 08.05.2024

Carnie Wilson, 1/3rd of the chart-topping trio Wilson Phillips and daughter of Beach Boys' legend Brian Wilson, talks about growing up in a true rock and roll household, parties and all, and the healing over the years within her family, and recounts early encounters with Keith Moon, Paul McCartney, and Shaun Cassidy. Hear Carnie's full interview in Episode 45 of Let's Talk Legacy.

Sounds Delicious, with Carnie Wilson 01.05.2024

Carnie Wilson, 1/3rd of the chart-topping trio Wilson Phillips and daughter of Beach Boys' legend Brian Wilson, talks about growing up in a true rock and roll household, parties and all, and the healing over the years within her family, encounters with Keith Moon, Paul McCartney, and Shaun Cassidy, a frank and interesting view on her 2 decades of sobriety, the "fourth member" of Wilson Phillips, p...

Policy Pointers: Final Expense Coverage 17.04.2024

Learn what makes this form of coverage uniquely different from other coverage, including the advantages, affordability, accessibility, and how it sidesteps a lot of the red tape that could be associated with other end-of-life care.

CLIP: Fun, Creativity, Meaning, Love 10.04.2024

Humorist Rich Lippman, author of “Last Bucket List” , talks about why people resist making a will, and explains how fun calms fear and leads to creativity, which leads to meaning, which leads to love. Hear Rich's full interview in Episode 44 of Let's Talk Legacy.

Last Bucket List, with Rich Lippman 03.04.2024

Humorist Rich Lippman, author of “Last Bucket List” , talks about making wills and estate planning…get this…FUN.  He explains how fun calms fear and leads to creativity, which leads to meaning, which leads to love, and covers “missions of meaning”, “forever letters”, and living life with no regrets while passing along your legacy.

Policy Pointers: Tax-Free Retirement 27.03.2024

Tax-free retirement? Sound too good to be true? Not if you're smart about the way you use your life insurance policy. Tune in to find out how!

Policy Pointers: Buy Term, Invest the Rest 20.03.2024

Learn about the hybrid life insurance / investment strategy that could both save you money month to month in the present, as well as put more reserves in your bank account for unexpected events, or to use up the road.

CLIP: Michael Jordan, Barry Bonds, and Jerry Rice 13.03.2024

Nationally recognized speaker, author, and former NCAA head coach and championship player Matt Doherty talks about playing with “His Airness”, Michael Jordan, and the amazing work ethic behind greats like Barry Bonds and Jerry Rice. Hear Matt's full interview in Episode 43 of Let's Talk Legacy.

Rebound: From Pain to Passion, with Matt Doherty 06.03.2024

Nationally recognized speaker, author, and former NCAA head coach and championship player Matt Doherty talks about having your own personal Board of Directors, why business is a contact sport, defining culture in terms of donuts, using a healthy dose of tension, the 3 biggest things that impact your life trajectory, the 6 "Knows" of leadership, and playing with “His Airness”, Michael Jordan.

Policy Pointers: I Am Young; Do I Need Life Insurance? 21.02.2024

It's a fair question. Find out the ways that it might work to your advantage to buy while you're young, and the life events for which you may want to re-examine your coverage, or get coverage in the first place.

CLIP: Buying Yankee Stadium 14.02.2024

Brandon Steiner , Founder & President of The Steiner Agency , the nation’s premier independent athlete procurement source, as well as Collectible Xchange , talks about why there’s no such thing as a big game, and recalls the craziness of buying Yankee Stadium (yes, you read that right). Hear Brandon's full interview in Episode 42 of Let's Talk Legacy.

Living on Purpose, with Brandon Steiner 07.02.2024

Brandon Steiner , Founder & President of The Steiner Agency , the nation’s premier independent athlete procurement source, as well as Collectible Xchange , talks about why it’s important to “wake up broke” and to dream big, sample small, and fail quick, lessons from Enterprise, why losing is a PART of winning and why there’s no such thing as a big game, explains helpful non-acce...

Policy Pointers: What Makes a Good Insurance Agent? 24.01.2024

Learn what attributes and behaviors to look for when choosing an A+ insurance agent who will put YOUR needs first.

Policy Pointers: Universal Life Insurance 17.01.2024

Dive into this highly adaptable and versatile coverage option, which includes cash value benefits, as well as an interest crediting rate, and is both life insurance AND investment.

CLIP: 2 + 2 Becomes Blue Zebra 10.01.2024

Author, speaker, and Legacy Transformation Mentor Susan Brown talks about what exactly a Legacy Transformation Mentor is, the physiology of grief, explaining the Legacy Gamechanger Method, and the meaning of L.E.G.A.C.Y. Hear Susan's full interview in Episode 41 of Let's Talk Legacy.

How-To Without Me, with Susan Brown 03.01.2024

Author, speaker, and Legacy Transformation Mentor Susan Brown talks about living homeless in her car and life lessons from time spent as a paramedic, to working as a director for the Red Cross on 9/11, the gateway between your conscious and subconscious mind and the physiology of vision, the "Big 3" you're conditioned not to talk about, to creating a blueprint for peace of mind and the meaning of...

Policy Pointers: Examining Whole Life Coverage 27.12.2023

In this episode, we examine the unique features of whole life insurance, and how it can be a powerful tool for shaping your legacy.

Policy Pointers: What IS Term Life Insurance? 20.12.2023

Take a closer look at term life insurance, including the underlying mechanisms, when it's most useful, and how rates are determined.

CLIP: Managing from the H.E.A.R.T. 13.12.2023

Author, speaker, family business consultant and owner of Hubler for Business Families , Tom Hubler, addresses some of the most common conflicts that arise in family businesses, and how to manage them from the "H.E.A.R.T.". Hear Tom's full interview in Episode 40 of Let's Talk Legacy.

The Soul of Family Business, with Tom Hubler 06.12.2023

Author, speaker, family business consultant and owner of Hubler for Business Families , as well as a founding member and fellow of the Family Firm Institute, Tom Hubler, talks about the value of building emotional equity, balance, structure, and formality, how most family businesses don’t start off as family businesses, managing from the H.E.A.R.T., appreciation, recognition, and love, and figurin...

Policy Pointers: Brokerage vs. Captive Agencies 22.11.2023

Learn the differences between brokerage and captive life insurance agencies, what each of them represent, their respective pros and cons, and which one is right for you.

Policy Pointers: Who Needs Life Insurance? 15.11.2023

Find out WHO exactly needs life insurance, what all it can cover, and why it can benefit businesses as well as individuals, including some recent statistics and examples.

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