Living Your Legacy by Confluence Financial Partners

Confluence Financial Partners
  • 5.0 (13)
  • PERSONAL JOURNALS

Living Your Legacy explores the stories, strategies, and mindsets of individuals who are intentionally shaping their lives and the impact they leave behind. Hosted by Greg Weimer, CEO of Confluence Financial Partners, each episode features a wide range of voices from entrepreneurs and philanthropists to artists, community leaders, and change-makers. Guests share how they define success, make purposeful decisions, and balance personal fulfillment with the legacy they are building. Through these conversations, listeners gain meaningful takeaways they can apply to their own lives, including practical strategies for intentional living, thoughtful insights on leadership, career, and personal growth, and valuable perspectives on wealth, relationships, and impact. Each discussion is designed to inspire them to think more expansively about the mark they want to leave.  Whether you’re looking to elevate your career, strengthen your relationships, grow your resources, or live with greater purpose, Living Your Legacy is your guide to creating a life that matters, not just for today, but for generations to come. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A, Form CRS and the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov for further information regarding our investment services and their corresponding risks.

Episodes

  1. She Sold Her Wedding Ring to Start a Jewelry Business: The Lou & Veronica Guarino Story

    MAY 13

    She Sold Her Wedding Ring to Start a Jewelry Business: The Lou & Veronica Guarino Story

    When Lou and Veronica Guarino decided to start their own business, they made a bold and personal sacrifice by selling Veronica's wedding ring to fund what would become Louis Anthony Jewelers. In this episode, we sit down with Lou and Veronica Guarino, owners of Louis Anthony Jewelers, to talk about partnership, sacrifice, staying true to your standards, and the passion it takes to build a family business that lasts across generations. CHAPTERS 00:36 - Welcome to Living Your Legacy 01:00 - Meet Lou and Veronica Guarino 01:26 - Selling the Wedding Ring 03:30 - Starting with a Desk and a Phone 05:00 - The "Have We Met Yet?" Campaign 06:10 - Are Couples Still That Committed? 08:00 - The First Order and the Phone Book 09:30 - How Do You Get to Rolex? 11:15 - The Defining Moment: Six Figures at the Door 13:00 - The Struggle Is Real 14:30 - Staying True to Your Standards 16:00 - Designing a Pin for Madeleine Albright 18:15 - Your Store Is Your Home 20:00 - Jewelry as Legacy 23:00 - Falling in Love with Your Business 25:00 - Staying Relevant and Innovating 28:00 - Multigenerational Business 31:00 - Balance Means Being Out of Balance GUEST Lou & Veronica Guarino — Co-Owners, Louis Anthony Jewelers HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Entrepreneurship, Family & Legacy, Passion & Creativity, Resilience

    35 min
  2. What Personalized Medicine Can Really Do: Inside Concierge Medicine with Dr. Sunjay Mannan

    APR 29

    What Personalized Medicine Can Really Do: Inside Concierge Medicine with Dr. Sunjay Mannan

    What if your doctor had the time to really know you, your stress, your sleep, your goals, and the life you actually want to live? In this episode, we sit down with Dr. Sunjay Mannan, founder of Health Is Wealth Concierge Medicine, to explore what proactive, personalized healthcare really looks like and why it may be one of the most powerful investments you can make in your future. CHAPTERS: 00:36 - Welcome to Living Your Legacy 01:01 - Meet Dr. Sunjay Mannan 02:38 - What Is Concierge Medicine 04:00 - What a Patient Says About Sunjay 04:17 - Healthspan vs. Lifespan 05:08 - Sleep, Data, and Readiness 05:50 - The Concierge Model vs. Fee-Based Advising 08:15 - Using AI in Medicine 09:14 - Stress and How to Manage It 12:06 - What Does Concierge Medicine Cost 14:06 - Going Into Patients' Homes 14:38 - Lessons from a 104-Year-Old Patient 16:07 - Living Intentionally 18:36 - Exercise, ADHD, and Dementia 19:50 - What Exercise Really Means at 55 21:06 - The Diet Basics That Actually Work 24:02 - How Long Until You See Results 25:22 - Questions to Ask Your Doctor 27:54 - Women's Health and Hormone Therapy 29:45 - Legacy and Eulogical Values GUEST Dr. Sunjay Mannan — Founder, Health Is Wealth Concierge Medicine HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Health & Wellness, Growth, Faith & Purpose

    32 min
  3. Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process

    APR 14

    Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process

    He lost all his confidence in high school. Then Chris Lee discovered what happens when you fall in love with the process. Greg Weimer sits down with Chris Lee — Managing Director and COO of Dickie, McCamey & Chilcote — to talk about losing direction, finding it in law school, and building a three-decade career on showing up and doing things the right way. Chris shares the story behind the Chi-Chi's hepatitis A outbreak, the lunch table where real mentorship happened, and the father who set the standard he still follows. In this episode, we cover: 01:08 - Intro 01:39 - Welcome and Chris Lee's background 03:33 - Losing confidence in high school 06:03 - Meeting Christy and turning it around at IUP 07:06 - Duquesne Law School and finding his process 10:11 - Clerking at Dickie McCamey and firm culture 12:13 - The Chi-Chi's hepatitis A outbreak 15:20 - Career growth from national outbreaks 16:09 - Mentorship, in-person culture, and the PPG Place table 19:10 - Christy's role and the cost of building a practice 21:03 - Father Don Lee — Navy vet, federal judge, life model 24:43 - Catholic Charities and giving back to the community 27:23 - Legacy, grandkids, and what matters most Guest: Chris Lee, Managing Director & COO, Dickie, McCamey & Chilcote  Host: Greg Weimer, CEO, Confluence Financial Partners Topics: Leadership, mentorship, confidence, law, food safety, Catholic Charities, family legacy, Pittsburgh

    29 min
  4. Inside the World of Betsy Wentz: Fearless, Passionate, and Inspiring You to Chase What You Love

    APR 14

    Inside the World of Betsy Wentz: Fearless, Passionate, and Inspiring You to Chase What You Love

    A childhood in her mother's studio. A career in behavioral health. Then Betsy Wentz went back to the thing she loved. Greg Weimer sits down with Betsy Wentz — nationally recognized interior designer, author of Design Happy, and a woman who traded a career in behavioral health for the studio floor. Betsy talks about collaboration, saying yes to opportunity, and what caring for her mother through Alzheimer's taught her about what belongs inside a home. In this episode, we cover: 00:40 - Intro 01:13 - Greg's first impression and Betsy's publications 02:34 - How a 26-year career happened without a plan 04:18 - Growing up in her mother's design studio 05:05 - Psychology degree, Western Psychiatric, and career pivot 06:25 - Family reaction and the decision to join her mother's business 07:56 - Working alongside her mother and the Alzheimer's years 10:07 - Drive, resilience, and the house fire that rebuilt the business 14:03 - The role of a supportive spouse in building the brand 15:44 - Kips Bay, national press, and the cover of House Beautiful 16:29 - The design process — requiring client participation 20:18 - Design philosophy, her mother's sayings, and the book 23:48 - Running at full speed — how they both operate 28:08 - Morning routines, productivity, and knowing which balls to drop 30:06 - Life is short — legacy, intention, and no regrets 31:05 - Launching a furniture line and saying yes to everything 33:50 - Outro Guest: Betsy Wentz, Founder & Principal Designer, Betsy Wentz Interior Design Host: Greg Weimer, CEO, Confluence Financial Partners Topics: Interior design, career reinvention, collaboration, resilience, Alzheimer's caregiving, creative entrepreneurship

    34 min
  5. Ryan “Bugsy” Malone and Life After the NHL: One Athlete’s Journey to Purpose

    APR 14

    Ryan “Bugsy” Malone and Life After the NHL: One Athlete’s Journey to Purpose

    Ryan Malone spent 12 years in the NHL. Then the jersey came off, and he had to figure out who he was without it. Greg Weimer sits down with Ryan "Bugsy" Malone — former Pittsburgh Penguin and Tampa Bay Lightning forward — to talk about the identity crisis after retirement, the mental health struggles he kept hidden during his playing days, and the faith and family that carried him through. Ryan shares how the Malone Family Foundation now serves veterans and first responders through hockey and wellness programs in Pittsburgh. In this episode, we cover: 00:38 - Intro 03:03 - Growing up in Pittsburgh as a hockey kid 04:02 - Dad's role in the Penguins organization and scouting Jagr 05:10 - Herb Brooks' boot camp in Minnesota at age 15 06:44 - Sid's discipline and what separates elite players 08:48 - Twelve years in the NHL — the career arc 12:06 - Identity crisis and getting lost after retirement 12:41 - Stay-at-home dad, volunteer fire school, finding purpose 14:11 - Checking into a mental hospital and finding faith 19:10 - Mind, body, spirit — how the system works 21:32 - Saving RMU's Division I hockey programs 23:14 - Malone Family Foundation and the Pittsburgh Warriors 25:07 - The 22-a-day crisis and using hockey to heal veterans 27:14 - The training camp model — sleep, nutrition, breath work 30:39 - Living in Tampa and the pH, alkaline water connection 34:04 - Closing reflection — the lost years created the mission Guest: Ryan Malone, Founder, Malone Family Foundation  Host: Greg Weimer, CEO, Confluence Financial Partners Topics: Mental health, identity after sports, faith, philanthropy, veterans, first responders, NHL, Pittsburgh

    35 min
  6. Living Your Legacy

    SEASON 1 TRAILER

    Living Your Legacy

    Welcome to the Living Your Legacy podcast, where we explore the stories and mindsets of people who are intentionally shaping their lives and impact. Hosted by Greg Weimer, each episode offers real conversations and practical insights to help you live with purpose, define success, and build a meaningful legacy.

    1 min

Trailer

Ratings & Reviews

5
out of 5
13 Ratings

About

Living Your Legacy explores the stories, strategies, and mindsets of individuals who are intentionally shaping their lives and the impact they leave behind. Hosted by Greg Weimer, CEO of Confluence Financial Partners, each episode features a wide range of voices from entrepreneurs and philanthropists to artists, community leaders, and change-makers. Guests share how they define success, make purposeful decisions, and balance personal fulfillment with the legacy they are building. Through these conversations, listeners gain meaningful takeaways they can apply to their own lives, including practical strategies for intentional living, thoughtful insights on leadership, career, and personal growth, and valuable perspectives on wealth, relationships, and impact. Each discussion is designed to inspire them to think more expansively about the mark they want to leave.  Whether you’re looking to elevate your career, strengthen your relationships, grow your resources, or live with greater purpose, Living Your Legacy is your guide to creating a life that matters, not just for today, but for generations to come. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A, Form CRS and the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov for further information regarding our investment services and their corresponding risks.

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