Legacy Leaders Podcast

Legacy Leaders
  • 5.0 (1)
  • Business
  • Updated Weekly

Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.

  1. 04/04/2025

    52: Mitigating Tax Rate Risk: Our Approach and Strategies We Use

    Mitigating Tax Rate Risk: Our Approach and Strategies We Use The majority of U.S. retirement savings are in pre-tax accounts. However, excessive savings in tax-deferred accounts can lead to costly hidden interactions during retirement. In this episode, Chip discusses who is most affected by this risk and shares valuable insights and strategies to mitigate tax rate risk.

    10 min

  2. 03/21/2025

    51: Planning for Retirement:The 7 Retirement Risks

    Planning for Retirement:The 7 Retirement Risks Planning for retirement involves many considerations. In this episode, Chip highlights the seven most common retirement risks and shares his approach to managing them effectively. Tune in for valuable insights and strategies to secure your financial future.

    10 min

  3. 03/07/2025

    50: Meet Chip

    Meet Chip. Join us as we introduce Chip Bloch, the newest member of our financial planning team at Ascent Advisors. Discover more about Chip's experience and how he helps our clients through a comprehensive financial planning process.

    10 min

  4. 02/21/2025

    49: Market Update: Livestock Facilities

    Market Update: Livestock Facilities Adam will talk through factors that impact value on livestock facilities. Compeer Website: www.compeer.com/appraisal Compeer Monthly Newsletter Signup: https://pages.compeer.com/AppraisalEnewsletteroptin.html?_gl=1*1hl96l1*_gcl_au*ODczNDA1NjM5LjE3MzEzNDk3ODY.

    10 min

  5. 02/07/2025

    48: Appraisals vs. Assessed values

    Appraisal and Assessed values are oftentimes misconstrued as synonymous terms. However, that is certainly not the case and Adam will explain the differences. Compeer Website: www.compeer.com/appraisal Compeer Monthly Newsletter Signup: https://pages.compeer.com/AppraisalEnewsletteroptin.html?_gl=1*1hl96l1*_gcl_au*ODczNDA1NjM5LjE3MzEzNDk3ODY.

    9 min

  6. 01/24/2025

    47: How to Select the Appropriate Valuation Product to Fit Your Needs

    There are several different types of valuation products available. Adam will discuss how these products differ and share some tips on how to select the appropriate product to ensure you are getting the desired results you are looking for. Compeer Website: www.compeer.com/appraisal Compeer Monthly Newsletter Signup: https://pages.compeer.com/AppraisalEnewsletteroptin.html?_gl=1*1hl96l1*_gcl_au*ODczNDA1NjM5LjE3MzEzNDk3ODY.

    9 min

  7. 01/10/2025

    46: Market Update: Farmland

    We will take look at historical land value trends, what the market is doing today and what to watch for going forward. Compeer Website: www.compeer.com/appraisal Compeer Newsletter Signup.

    10 min

  8. 12/27/2024

    45: Break Barriers, Embrace Success with Coaching

    Tina will provide examples and scenarios that be relate to a similar situation you are in and it may uncover an area where it may be of benefit for you to have a life coach. Tina will also talk through what an engagement might look in connecting with Tina and Discover You Coaching.

    9 min
See All (52)

About

Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.

Information

  • Creator
    Legacy Leaders
  • Years Active
    2023 - 2025
  • Episodes
    52
  • Rating
    Clean
  • Copyright
    © Legacy Leaders
  • Show Website
    Legacy Leaders Podcast