Best Legacy Planner For Serial Entrepreneurs Strategic Advisor Podcasts (2025)

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Integrating Vitamins into Daily Habits 21:04

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3h ago21:04

21:04

What if your daily brushing routine could do more than just clean your teeth? Join us as we chat with Vladimir, the visionary co-founder and CEO of Better Better, who is transforming oral care into a nutritional powerhouse. After overcoming cancer and grappling with the demands of daily supplements, Vladimir had a breakthrough idea: infuse toothpas…

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The Intersection of Real Estate and Tax Advisory 24:49

10d ago24:49

24:49

Matthew Wessels, partner at Wessels Realty and Tax Advisors, takes center stage as he shares his compelling journey from the hills of New Hampshire to carving a unique niche in the real estate and tax advisory world. Matthew's story is a testament to the power of combining passions, as he skillfully marries his accounting background with a fervor f…

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Harnessing Rhythm for Inspirational Leadership 23:42

1M ago23:42

23:42

Transformative Leadership and Business Innovation: Natalie Spiro's journey from Johannesburg to the CEO of Drum Cafe North America illustrates the power of adaptability and innovation in leadership. Her story highlights how interactive drumming became a transformative tool for team development and corporate engagement, leading to a unique business …

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Fraud Detection and Digital Marketing In the age of AI 20:46

1M ago20:46

20:46

Ready to shield your digital marketing efforts from the pervasive threat of ad fraud? Join us as we sit down with Rich Kahn, the visionary co-founder and CEO of Anura. With over two decades of expertise, Rich takes us through his journey of identifying a critical gap in the market and developing a robust ad fraud solution. From bots to malware, dis…

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Crafting a Legacy in Luxury Real Estate 14:54

2M ago14:54

14:54

Ever wondered how strategic moves can reshape your career in real estate? Join us as we uncover the journey of Harrison Polsky, the principal of Katina Homes in Dallas, and learn how his transition from a commercial analyst to a prominent figure in the Dallas real estate scene became a game-changer. Harrison unfolds his path from being a residentia…

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The Art of Trust and Technology 20:33

2M ago20:33

20:33

What if empathy could be the cornerstone of great leadership? Join us on a transformative journey with Susan Odle, the visionary CEO of StorMagic, as she unravels the secrets behind her remarkable 30-year career in the tech industry. From her beginnings in sales to ascending to the role of CEO, Susan shares how listening and building trust have bee…

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The Power of Community and AI in Entrepreneurship 22:39

2M ago22:39

22:39

Imagine navigating the often isolating world of entrepreneurship, only to discover a thriving community waiting to support you. On the Business Legacy Podcast, I sit down with Graeme Barlow, CEO of Iversoft and founder of FounderLink, to reveal how the power of human connections is reshaping the entrepreneurial landscape. We discuss the duality of …

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Redefining Success Through Technology and Integrity 19:03

3M ago19:03

19:03

Let's talk secrets to pioneering successful and transformative leadership with Mark Lewis, the visionary behind Evolved Media AI. Ever wondered how a former IBM expert could reshape Louisiana's tech industry and introduce a groundbreaking media synthesis technology? Join us as Mark unveils his journey from the early internet days to his current rol…

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Building Pathways for Student Success 15:48

3M ago15:48

15:48

Jessica Bartnick, co-founder and CEO of Foundation for C.H.O.I.C.E, joins us to illuminate the power of mentorship in transforming the lives of students from low socioeconomic backgrounds. With "CHOICE" meaning "Consider how One Individual Changes Everything," Jessica shares how her organization's mission is deeply personal, inspired by her husband…

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Beyond Numbers Embracing Entrepreneurial Passion 29:42

3M ago29:42

29:42

Discover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a more fulfilling life and business? Shanley's story is a testament to resilience and the power of personal connections, tracing her path from a childhood fundraising event in…

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Harnessing Financial Expertise for Business Growth 27:24

3M ago27:24

27:24

Curious about how to strategically navigate today's volatile business world? Get ready to unlock the secrets of financial success as John Frank, the seasoned CEO and founder of Third Road Management, shares his transformative journey from Wall Street heavy-hitter to the mastermind behind a consultancy that empowers small to mid-sized businesses. Di…

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The Art of Positive Leadership and Team Culture 24:04

4M ago24:04

24:04

What if the key to navigating career pivots, global uncertainty, and personal reinvention was simply learning to listen to your gut, your experiences, and the world around you? In this episode, we sit down with Rhett Power author, speaker, and executive coach whose journey spans from Clear Channel Communications to the Peace Corps in Uzbekistan to …

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Crafting Success in the Digital Landscape 19:05

4M ago19:05

19:05

What happens when a seasoned corporate professional takes the leap into entrepreneurship, fueled by the inspirations of Gary Vaynerchuk and the timeless wisdom of Mr. Rogers? Join us for an insightful conversation with Eric Ritter, founder of Digital Neighbor, as he shares his journey from the structured confines of a corporate career to the dynami…

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Building Lasting Business Value in the Age of AI 25:26

4M ago25:26

25:26

What if you could transform your business by embracing cutting-edge technology and innovation? Join us for an eye-opening conversation with Jay Kulkarni, CEO of Theorem, who shares his remarkable journey of adapting to the fast-paced world of digital innovation. With over two decades of experience, Jay provides a masterclass in future-proofing your…

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Business Growth through Community Engagement 16:05

4M ago16:05

16:05

Can businesses truly stand out in the sea of AI-generated content flooding the digital world? With a promise to unveil innovative strategies, we engage with Jon Logan, the visionary founder of Greenlit Growth Strategies, to dissect the transformative power of online communities. By sharing unique tactics like reimagining traditional marketing metho…

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The Power of Peer Support in Career Pivots and Tech Transitions 14:46

5M ago14:46

14:46

What if the uncertainty you're feeling about your career path is more common and more solvable than you think? In this episode, Khushboo Sheikh tech leader and founder of Tech Exploration shares how community, storytelling, and strategic self-awareness can turn doubt into direction. Hear the real-life story of Subhan Ali's pivot from a civil engine…

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Unveiling the World of Ghostwriting: Insights, Challenges, and the Future 23:17

5M ago23:17

23:17

Can you imagine building a successful career while staying hidden in the shadows? Join us on the Business Legacy Podcast as we chat with Marsha Layton-Turner, the insightful founder of the Association of Ghostwriters. Marsha shares her unique journey into the world of ghostwriting, where the art of storytelling meets the necessity of anonymity. We …

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Breaking into Cannabis: How to Build a Clean Brand Consumers Trust 22:33

5M ago22:33

22:33

Imagine transitioning from the fast-paced world of investment banking to pioneering a clean cannabis brand. That's exactly what Dayj Pilla did, and her journey is nothing short of inspiring. In our latest episode of the Business Legacy Podcast, Dayj invites us into her world, sharing how her formative years at the University of Virginia and a pivot…

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Transforming Hardship into Success: Resilience, Strategy, and Building a Thriving Business 28:51

6M ago28:51

28:51

What if a simple pencil and paper could transform a failing business into a flourishing empire? Join me as I sit down with RJon Robins, the inspiring co-founder of How to Manage a Small Law Firm, to uncover the remarkable journey of resilience and strategic reinvention that led him from the brink of financial ruin to entrepreneurial success. RJon s…

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Empowering Your Business Exit with Insights from The Escape Artist 20:37

6M ago20:37

20:37

What if you could escape the grind of business ownership and step into a new chapter with confidence and insight? In our latest episode, we welcome John Martinka from Martinka Consulting, also known as "The Escape Artist," who shares his expertise on transitioning out of a business. John's unique journey into consulting, fueled by a blend of serend…

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Startups, Survival, and Self-Mastery: Lessons from 30 Years as a Founder 27:31

6M ago27:31

27:31

Imagine stepping into the role of CEO at just 19 years old, navigating the whirlwind of business growth while wrestling with the weight of immense responsibility. That's precisely what our guest, Wil Schroter, founder of startups.com, experienced. Through candid reflections, he shares personal milestones that marked both triumphs and tribulations, …

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ION's Evolution and the Art of Leadership 24:19

6M ago24:19

24:19

What do you have your eye on? Join us for an intriguing conversation with Dave Behar, the visionary CEO and Chief Executive Athlete of ION, as he takes us through the captivating story of ION's transformation from a sports merchandising startup to a dynamic digital media giant. Discover how Dave's innovative mindset propelled the ION brand into e-c…

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Building Strong Foundations in the Cyber Age 24:37

7M ago24:37

24:37

What if your biggest cybersecurity crisis could become your company's greatest growth opportunity? In this episode, Bradley Thies CEO and founder of BARR Advisory, shares how his unexpected shift from accounting to cybersecurity shaped his view of security as a strategic investment. From Equifax's high-profile breach to small business vulnerabiliti…

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Redefining Service with Robotic Precision 23:03

7M ago23:03

23:03

What if robots could become the ultimate partners in the service industry, seamlessly blending with human efforts to create the best customer experience possible? That's precisely what Marianela, the trailblazing CEO and founder of To Do Robotics, is working to achieve. Join us as Marianela recounts her compelling journey from a pivotal encounter w…

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Redefining Professional Growth and Personal Well-being 15:31

7M ago15:31

15:31

After facing the harsh reality of burnout, Catherine Roe, author of "No More 24-7," shares her transformative journey to reclaiming her time and energy on the Business Legacy Podcast. Discover how Catherine's personal struggles inspired her to establish boundaries that paved the way for a healthier, more balanced life. She unveils the power of self…

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The Future of Outdoor Entertainment Venue 14:51

8M ago14:51

14:51

What if you could transform the live entertainment landscape while driving monumental economic growth for cities? Join us as we sit down with JW Roth, the visionary behind Venu, whose passion for music and innovative approach to building luxury outdoor amphitheaters are changing how we experience live performances. Discover how Roth's transition fr…

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The Art of Emotional Intelligence in Business Success 24:29

8M ago24:29

24:29

Let's go deep into the secrets to mastering emotional intelligence with real estate mogul Bianca D'Alessio, CEO and founder of the Masters Division of Nest Seekers, and star of Selling Hamptons. Explore how she navigates the intricate world of high-net-worth clients by adapting her communication style to resonate with their unique energies and expe…

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From Wedding Planner to CEO: A Floral Entrepreneur's Journey 16:53

8M ago16:53

16:53

Innovative Wealth MediaJoin us as we sit down with Amy McCord, the visionary CEO and founder of Flower Moxie, to uncover her inspiring journey from wedding planner and florist to successful entrepreneur. Amy shares how she started Flower Moxie with a simple goal: to help DIY brides create beautiful wedding arrangements without breaking the bank. Fr…

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From Nurse to Entrepreneur to Philanthropist 14:36

8M ago14:36

14:36

What if turning a personal struggle into a business could not only change your life but also impact countless others? Join us as we chat with the inspiring Sarah Michelle Bose, who transformed her battle with test anxiety into MP Reviews, a thriving educational resource. During the pandemic, Sarah's innovative Life Study Groups provided students wi…

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Transforming Landlord Challenges into Industry Solutions 14:12

8M ago14:12

14:12

What if your side project could transform into a game-changing industry leader? Join us as we hear from Nathan Miller, the visionary CEO and founder of Rentec Direct, who turned a simple accounting tool for his landlord needs into a pioneering force in property management software. Nathan's story is one of innovation and growth, fueled by listening…

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Harnessing the Power of Modern Communication 26:17

9M ago26:17

26:17

Want the secrets to building a resilient business and learn how to future-proof your entrepreneurial journey with insights from our guest, Phil Portman. Listen as Phil shares his inspiring transformation from a difficult upbringing to becoming a successful entrepreneur, motivated by the desire to secure a stable future for his autistic son. Discove…

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AI and Archetypes Creating New Gaming Experiences 24:27

9M ago24:27

24:27

What is the secret of personal transformation? Can it be found through gaming? We sit down with Kelsey Falter, the visionary founder and CEO of Mother Games. Imagine a world where games go beyond mere entertainment, offering personalized journeys akin to Pixar's storytelling magic, but in a digital space. Kelsey introduces us to their groundbreakin…

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The Art of Trust in Financial Stewardship 17:59

9M ago17:59

17:59

Curious about the shift toward creating financial legacies that impact families in real-time? Join us for a transformative conversation with Brett Bernstein, CEO and co-founder of XML Financial Group, as we explore his journey from a major financial institution to starting his own independent firm. Brett opens up about the challenges and triumphs h…

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Innovative Approaches to Preserving Family Values 23:21

9M ago23:21

23:21

Discover how a pilot's dream of starting an airline unexpectedly paved the way to a fulfilling career in estate planning. Meet Kevin Quinn of Legacy Counselors, who shares his remarkable journey and the invaluable lessons learned from mentors that shaped his pioneering approach. This episode promises to redefine your understanding of legacy by focu…

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The Heartfelt Journey to Preserve Family Legacies 22:11

10M ago22:11

22:11

What if you could preserve the voices and stories of your loved ones for future generations? Join us as we sit down with Charlie Greene, the co-founder of Remento, who shares how the loss of his father and his mother's battle with cancer inspired a revolutionary way to capture family legacies. Through Remento, Charlie has created a tool that transf…

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Why Being Risk-Averse Could Be Sabotaging Your Next Big Idea 23:27

10M ago23:27

23:27

What happens when a legal expert in international taxation pivots to tackle the complexities of freelance workforce management? Join us as we explore Pavel Shynkarenko's remarkable journey from law offices in Ukraine to the bustling entrepreneurial scene in Moscow. Pavel, the CEO and founder of Mellow, shares how his experience with clients facing …

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Visionary Leadership in Modern Construction 23:51

10M ago23:51

23:51

Discover the secrets behind scaling a regional construction company to a national powerhouse with Clark Lowe, the dynamic CEO and President of O'Connor Company. Have you ever wondered what it takes to tap into a nationwide talent pool while redefining roles within an industry known for its traditional practices? Join our conversation as Clark share…

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Mastering Risk Management & Unlocking Business Resilience with 831B 27:58

10M ago27:58

27:58

How can businesses safeguard themselves against economic uncertainties using the 831B tax code? Join us as we welcome Van Carlson, the innovative founder and CEO of SRA831B, who unveils the potential of this tax code as a powerful tool for business risk management. From the complexities of the 1986 Tax Reform Act to the practicalities of building a…

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Fostering Connection and Growth in Leadership 18:07

11M ago18:07

18:07

Join us on the Legacy Podcast as we welcome Cheryl Mason, founder of Catalyst Leadership Management, to share her inspiring journey from a military spouse to a pioneering leader in the government sector. Cheryl recounts her career progression, including her remarkable role as the first woman and military spouse to chair the Board of Veterans Appeal…

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Transforming Challenges into Business Success 11:58

11M ago11:58

11:58

What happens when a mother's personal health battles ignite a passion to support others in similar struggles? Meet Heather Roberts, the visionary founder of MomBomb, who transformed her challenges into a thriving enterprise dedicated to helping mothers in crisis. In our latest episode, Heather unfolds her remarkable journey from overcoming her heal…

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Revolutionizing Tax Approaches for Businesses 18:21

11M ago18:21

18:21

Have you ever wondered why your CPA might not be the tax-strategist you thought they were? Discover the hidden gaps in traditional tax compliance with our special guest, Kevin Jerry, the CEO and founder of Kevin A Jerry, MST and Associates. Kevin takes us through his fascinating journey from a struggling printing industry veteran to a titan in tax …

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Rising Together Stories of Women and Crowdfunding 23:20

11M ago23:20

23:20

From witnessing economic disenfranchisement to pioneering a platform that uplifts women during life's critical moments, Gerry Poirier journey is nothing short of inspiring. As the founder of AngelLink, Gerry shares how her financial background propelled her to create this unique crowdfunding platform, designed and powered by women to cater specific…

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The Future of Employee Benefits 18:10

11M ago18:10

18:10

Ever wish employee benefits could go beyond the usual offerings and tackle real-life stressors? Join us as we chat with John Cooper, co-founder of Overalls, a company that's transforming how we think about workplace support by addressing everyday challenges like insurance hassles and caregiving needs. Discover how John's personal experiences led to…

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A Visionary's Impact on Men's Grooming- The Art of Shaving 14:53

12M ago14:53

14:53

Ever wondered what it takes to transform an ordinary idea into a legacy? Discover the inspiring journey of Eric Malka, the mastermind behind The Art of Shaving, as he shares how he seized a unique opportunity and revolutionized the men's grooming industry in the United States. From his early days as a 19-year-old undocumented immigrant to becoming …

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How ADUs Are Transforming Real Estate 20:48

12M ago20:48

20:48

Step into the innovative world of Accessory Dwelling Units (ADUs) with Whitney Hill, co-founder of Snap ADU, as she shares her journey from the East Coast's finance scene to becoming a trailblazer in California's booming ADU market. Whitney reveals how regulatory shifts have turned ADUs into a sought-after real estate trend, offering unique opportu…

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Trust and Values in Lasting Leadership 20:38

1y ago20:38

20:38

Unlock the secrets of building an enduring business legacy with Jeff Oskin, founder of NewLogiq, as he shares the guiding principles that have steered his company through uncharted waters. Jeff opens up about his dedication to nurturing his business with unwavering values of trust, transparency, and perseverance, even during challenging times like …

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From Adversity to Advocacy 30:30

1y ago30:30

30:30

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…

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Crafting Authentic Dates in a Digital Age 15:42

1y ago15:42

15:42

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…

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The Power of Community Support in Gifting 27:58

1y ago27:58

27:58

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 d…

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Episode Rewind: From Barefoot to Business: How One Sprinter Built a Shoe Empire 18:55

1y ago18:55

18:55

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 c…