Clear Conversations Clearwater Capital

In this episode, host John Sleeting welcomes Dr. Sameer Naseeruddin, President of Skybalance Med Spa, and James Chapman, Senior Wealth Advisor with Clearwater Capital, for an engaging conversation about the crossroads between entrepreneurial success and the pursuit of personal fulfillment through passion assets like luxury cars, watches, and more. Dr. Naseeruddin shares his journey from humble immigrant beginnings to building successful businesses such as Skybalance Medspa, Skypoint Vein and Trilabhealth, LLC. His story showcases the determination, creativity, and leadership that drive his entrepreneurial success and inspire others to pursue their own ambitious goals. James Chapman, a seasoned wealth advisor to entrepreneurs with high-value collectibles, provides insights into how passion-driven assets can be balanced with sound financial strategy.
The discussion explores the emotional and financial dimensions of collecting, delving into how these "passion assets" can become vehicles for legacy-building, strategic risk-taking, and even philanthropy. Chapman shares his knowledge on the transition from accumulating wealth to using it for greater good, while Dr. Naseeruddin reflects on his own experiences with philanthropy and giving back to the community.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and James Chapman are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Dr. Naseeruddin is not a client of Clearwater Capital Partners.  No compensation was provided to Dr. Naseeruddin in exchange for his participation or comments. Dr. Naseeruddin has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. 
Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

Step into the world of entrepreneurial wisdom with John Sleeting as he sits down with Jeff Miller, the CEO and founder of Divine Signs. In this episode, Jeff shares his personal thoughts on legacy, emphasizing the significance of leading a life that is both followable and faithful. Delving into his unique leadership style of empowerment and support for others, Jeff unfolds the narrative of his sign business's growth. The conversation takes a deeply reflective turn as Jeff opens up about a life-altering experience surviving a plane crash, providing a look into how this event has influenced his perspectives on life and stewardship. Filled with thoughtfulness, this dialogue underscores the transformative power of love, forgiveness, and the profound impact our actions can have on others. Join John Sleeting as he embarks on this compelling journey, offering a glimpse into the extraordinary life and visionary mindset of Jeff Miller, a beacon of entrepreneurial inspiration.
 
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Miller is not a client of Clearwater Capital Partners.  No compensation was provided to Mr. Miller in exchange for his participation or comments.  Mr. Miller has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.  
Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
 

Step into the entrepreneurial world with John Sleeting as we introduce Garrett Sweigert, President of BLK OUT Logistics. In this episode, Garrett engages in a candid and insightful conversation that unveils the "behind the scenes" aspects of his journey – from driving a single truck to spearheading a dynamic logistics company. He shares the core principles of purpose, integrity, and the invaluable "currency of legacy" that has consistently steered his entrepreneurial path. With roots in a family where both blue collar and white-collar entrepreneurship were daily experiences, Garrett paints a vivid picture of the challenges and triumphs shaping his personal growth and strategic decisions in business. Join us for an engaging dialogue delving into pivotal moments in Garrett's life, offering reflections on the transformative power of purpose and the strategic choices paving the way for a lasting legacy.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Sweigert is not a client of Clearwater Capital Partners.  No compensation was provided to Mr. Sweigert in exchange for his participation or comments. Mr. Sweigert has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. 
Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

In this episode, host John Sleeting is joined by colleagues Jeffrey P. DeHaan, CFP®, and Kevin Nolte, CPA, AWMA®. Jeff DeHaan, a Partner, and Senior Wealth Advisor at Clearwater Capital Partners is dedicated to serving successful business owners and professionals with a strong commitment to community service. Kevin Nolte, Manager of Advanced Planning at Clearwater Capital Advisors, plays an important role in designing effective wealth strategies for the firm's clientele, particularly those with the most complex needs, to match their life and legacy goals.
Discussing the experiences and legacy-building endeavors of entrepreneurial families, John, Jeff, and Kevin share insights in effective wealth management and ensuring a meaningful legacy. From intentional legacy building to tax-efficient wealth transfer techniques, this conversation helps you begin the process of planning for what you want the future to look like.  Uncover the complexities of estate planning, the significance of philanthropy, and challenges in generational wealth transfer. Join us for a conversation delving into the enduring art of creating a meaningful legacy.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, Jeffrey DeHaan and Kevin Nolte are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

Join John Sleeting and guest Dave Meyer, President of CFM Insurance, Inc., an auto, home, commercial, and group benefits insurance agency established in 1929. Dave, an industry leader, emphasizes the depth of insurance beyond a commodity. Explore entrepreneurial challenges and the importance for tailored strategies. Dave addresses emerging risks like cyber liability, advocating for legislation and the value of customized coverage. Dive into the current insurance market, discussing challenges related to inflation and reinsurance. In this conversation Dave Meyer navigates the intricate world of insurance and its role in shaping entrepreneurial legacies.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Meyer is not a client of Clearwater Capital Partners.  No compensation was provided to Mr. Meyer in exchange for his participation or comments. Mr. Meyer has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor. 

Join us as we connect with John Rinehart, an entrepreneur who has devoted his life to inspiring and empowering a generation of gospel patrons. In this episode, John shares his transformative journey from the business world to the launch of Gospel Patrons, shedding light on how generosity and purpose have positively impacted the lives of business leaders. Discover the importance of integrating faith and work, as John emphasizes how living an integrated life can bring joy and fulfillment. Dive into a discussion about the pitfalls of making money an idol and the pursuit of "enough." John highlights the significance of cultivating intimate relationships and accountability to protect one's reputation and legacy. Gain valuable insights into John's vision for the future of Gospel Patrons, including fostering partnerships, creating resources, and expanding globally.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Rinehart is not a client of Clearwater Capital Partners.  No compensation was provided to Mr. Rinehart in exchange for his participation or comments. Mr. Rinehart curated John Sleeting’s contribution entry from GospelPatrons.org for his published work “31 Gospel Patrons “and the book is discussed in this podcast. John Sleeting was not compensated for his contribution to GospelPatrons.org and Mr. Rinehart has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. 
Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.