Business Legacy

Business Transition Planning
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Business Legacy

The Legacy Podcast is a series of conversations with business owners who share their journey to financial freedom and the legacy they want to leave for the next generation. Their stories are empowering, educational, and encouraging.

  1. Rising Together Stories of Women and Crowdfunding

    5일 전

    Rising Together Stories of Women and Crowdfunding

    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 specifically to their needs. With women comprising 70% of users on crowdfunding platforms, AngelLink not only addresses basic human needs like medical costs and funerals but also aims to tap into the $3 trillion opportunity gap for women entrepreneurs. Join us as Gerry passionately talks about the mission to empower women, especially those in underserved communities, and bridge the economic imbalance they face. Experience stories of resilience and triumph through the lens of AngelLink's impact on real lives. From Katie's victory over breast cancer to Terry's recovery from severe burns and the Hurt family's heartwarming journey of adopting 12 children, these narratives celebrate the spirit of community support. As we mark a milestone of 100,000 users, we envision expanding AngelLink's services to include microloans, creating a global community where women can secure financial support for crises and entrepreneurial endeavors alike. Tune in to learn how you can be part of this movement, embodying the spirit of "America's angels" in fostering connections and providing aid where it's needed most. Timestamps 00:00:00 - Introduction 00:00:15 - Gerry Poyer's Background and Inspiration for Founding AngelLink 00:01:30 - The Economic Disenfranchisement of Women and Gerry's Motivation 00:03:45 - Overview of AngelLink's Mission and Unique Positioning 00:05:00 - Addressing Basic Human Needs and the $3 Trillion Opportunity Gap 00:07:15 - Challenges Women Face in Securing Funding for Small Businesses 00:09:00 - The Role of AngelLink in Bridging the Economic Imbalance 00:10:30 - Empowering Women in Underserved Communities Through Crowdfunding 00:14:38 - Impactful Stories of Women Empowerment and Humility 00:15:30 - Celebrating AngelLink's Milestone of 100,000 Users 00:16:45 - Katie's Triumph Over Breast Cancer with AngelLink's Help 00:18:00 - Terry's Recovery from Severe Burns and the Support He Received 00:19:15 - The Hurt Family's Heartwarming Adoption Journey and Community Support 00:20:30 - Vision for AngelLink's Future Expansion and Microloans 00:21:34 - Angel Link: Connecting Those in Need with Generous Donors 00:22:00 - Encouraging Listeners to Engage and Support the Community 00:22:45 - Closing Thoughts Resources: Go to https://angelink.com/blog/. To find out more about how to give money or receive money. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

    23분
  2. The Future of Employee Benefits

    12월 9일

    The Future of Employee Benefits

    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 the creation of this innovative service and how Overalls has achieved a remarkable product-market fit by engaging with employers to fill a crucial gap. With a seamless integration into the workplace and an easy-to-use platform, Overalls is here to offer relief from the chronic stressors we all face, aiming to improve both employee well-being and productivity. In our conversation, we also unravel the unpredictable journey of entrepreneurship with John, sharing insights on emotional resilience and risk management in the face of unforeseen events like pandemics and financial crashes. We challenge the perceived safety of corporate roles versus startups, and reflect on the agency and unpredictability inherent in both paths. As Overalls scales and educates the market, learn about the role of thought leadership and the exciting integration of technology that keeps people at the heart of problem-solving. This episode is a testament to the dynamic nature of building a startup while staying committed to solving real issues with innovative solutions. Timestamps 00:00:00 - Introduction 00:00:30 - Introducing Eric Malka: From Undocumented Immigrant to Entrepreneur 00:02:00 - Early Entrepreneurial Ventures: Private Label Surfwear in the Caribbean 00:03:15 - Moving to Miami and Transitioning to New Ventures 00:04:45 - Founding The Art of Shaving: Inspiration and Vision 00:06:20 - Building a Brand in Men's Grooming: Challenges and Breakthroughs 00:08:00 - The Impact of New York Times Coverage on Business Growth 00:09:30 - Strategic Pivoting: From Retail to Wholesale and Back 00:11:00 - Founding Strategic Brand Investments: Vision and Purpose 00:12:30 - Reflecting on Entrepreneurial Lessons and Failures 00:14:00 - Importance of Mentorship and Tools for Modern Entrepreneurs 00:15:30 - Recognizing and Developing Talent: The Role of Eric's Wife 00:17:00 - Strategic Brand Investments: Focus on Luxury, Beauty, Grooming, and Wellness 00:18:30 - The Fulfillment of Mentoring Aspiring Entrepreneurs 00:20:00 - Legacy Goals: Promoting Natural Living and Entrepreneurial Support 00:21:30 - How to Connect with Eric Malka and Strategic Brand Investments 00:22:00 - Conclusion and Closing Remarks   Go to @getoveralls. To find out more about what they do and how they can help you.  Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

    18분
  3. A Visionary's Impact on Men's Grooming- The Art of Shaving

    12월 2일

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

    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 a renowned entrepreneur, Eric's story is a compelling testament to the power of vision and execution. Here, he reveals the pivotal moments that shaped his path, including a transformative encounter with traditional English wet shaving and his early ventures in the Caribbean that set the stage for his entrepreneurial success. Join us as Eric offers invaluable insights and lessons from his career, revealing the importance of adding value and serving upcoming entrepreneurs. With humor and sincerity, he discusses the challenges and triumphs faced on his journey, emphasizing the need for precise execution and passionate pursuit of one's goals. Eric's candid reflections on his experiences provide a treasure trove of wisdom for anyone looking to leave a lasting impact in the world of business. Tune in for an engaging conversation that promises to inspire and empower you to pursue your own entrepreneurial aspirations.   Timestamps 00:00:00 - Introduction 00:00:30 - Introducing Eric Malka: From Undocumented Immigrant to Entrepreneur 00:02:00 - Early Entrepreneurial Ventures: Private Label Surfwear in the Caribbean 00:03:15 - Moving to Miami and Transitioning to New Ventures 00:04:45 - Founding The Art of Shaving: Inspiration and Vision 00:06:20 - Building a Brand in Men's Grooming: Challenges and Breakthroughs 00:08:00 - The Impact of New York Times Coverage on Business Growth 00:09:30 - Strategic Pivoting: From Retail to Wholesale and Back 00:11:00 - Founding Strategic Brand Investments: Vision and Purpose 00:12:30 - Reflecting on Entrepreneurial Lessons and Failures 00:14:00 - Importance of Mentorship and Tools for Modern Entrepreneurs 00:15:30 - Recognizing and Developing Talent: The Role of Eric's Wife 00:17:00 - Strategic Brand Investments: Focus on Luxury, Beauty, Grooming, and Wellness 00:18:30 - The Fulfillment of Mentoring Aspiring Entrepreneurs 00:20:00 - Legacy Goals: Promoting Natural Living and Entrepreneurial Support 00:21:30 - How to Connect with Eric Malka and Strategic Brand Investments 00:22:00 - Conclusion and Closing Remarks Go to https://www.strategicbrandinvestments.com/. To find out more about how Eric can help you.  Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

    15분
  4. How ADUs Are Transforming Real Estate

    11월 25일

    How ADUs Are Transforming Real Estate

    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 opportunities for additional housing on existing properties. Explore the strategic decisions that propelled Snap ADU's growth, such as the decision to bring design and permitting in-house, ensuring both transparency and scalability. As the housing market navigates rising interest rates, learn how Snap ADU successfully transitioned from standardized plans to bespoke solutions, all while maintaining top-notch quality for owner-occupants. Discover the diverse motivations clients have for building ADUs, from rental income to housing family members, and the customization challenges these projects entail. Whitney shares insights from her experience in operations management and consulting, which laid the groundwork for her success in real estate. With a focus on San Diego County, Snap ADU's specialization in detached units has solidified its market presence. Whitney offers a glimpse into the balance of managing high overheads while gaining efficiencies with in-house contractors. Plus, insights into her stress management techniques and aspirations for leaving a meaningful legacy underscore the company's commitment to community impact in the San Diego area. Timestamps 00:00:00 - Welcome to the Business Legacy Podcast 00:00:30 - Whitney Hill's Background: From Finance to ADUs 00:01:45 - Understanding ADUs: California's Regulatory Shifts 00:03:15 - Snap ADU's Strategy: Bringing Design and Permitting In-House 00:05:32 - Motivations for Building ADUs: Rental Income and Family Housing 00:07:00 - Challenges of Customizing ADUs: Extended Timelines and Permitting 00:09:30 - Whitney's Career Journey: From Operations Management to Real Estate 00:11:00 - Specializing in San Diego: Focus on Detached ADUs 00:13:48 - Transition to Custom Work: Adapting to Longer Timelines 00:15:30 - Building a Cohesive Team: Learning from Diverse Industries 00:17:00 - Stress Management Techniques: Organizing Tasks with Asana 00:18:45 - Legacy and Community Impact: Transparency and Education in San Diego 00:20:30 - Conclusion and Final Thoughts from Whitney Hill 00:21:00 - Closing Remarks Go to https://snapadu.com/. To find out more about what they are up to.  Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

    21분
  5. Trust and Values in Lasting Leadership

    11월 18일

    Trust and Values in Lasting Leadership

    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 a grueling six-month stint without clients. Learn how these core beliefs helped him secure his first clients and establish a solid foundation for future success. This episode promises rich insights into the mindset required to overcome obstacles and stay true to your values on the entrepreneurial journey. As your host, I reflect on the six spheres that define my life and how balancing them has shaped my path as a business owner and coach. From my roots in an entrepreneurial family to the challenges of maintaining balance in business and personal life, I share personal stories and experiences that highlight the importance of making a positive impact. Hear about a heartfelt moment of supporting an employee during a critical illness and my aspirations to leave a legacy of meaningful contributions. This episode is a thoughtful exploration of personal growth, leadership, and the lasting power of values in business and life.   Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:12 - Introduction of Jeff Oskin and NewLogiq 00:00:35 - The Importance of Values in Business Creation 00:01:45 - Overcoming Early Business Challenges 00:03:20 - Trust and Transparency with Clients 00:05:00 - Building a Company Not Focused on Exit 00:06:30 - Aligning Personal and Company Values 00:08:10 - Jeff Oskin's Reflections on Company Growth 00:09:30 - Navigating Personal Trust in Business Deals 00:11:50 - The Six Spheres of Life: Balancing Business and Personal Life 00:13:20 - Influence of Family on Business Aspirations 00:14:30 - Making a Meaningful Impact Through Business 00:15:45 - Lessons Learned from Business Transactions 00:16:30 - Supporting Employees Through Personal Challenges 00:18:32 - Expertise in Business Growth and Leadership 00:19:15 - Offering Executive Coaching and Leadership Development 00:20:00 - Bringing an Outside Perspective to Business Transitions 00:21:00 - Conclusion and Final Thoughts from Jeff Oskin 00:21:45 - Closing Remarks   Go to https://newlogiq.com/. To find out more about what they are up to.  Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform.

    21분
  6. From Adversity to Advocacy

    11월 11일

    From Adversity to Advocacy

    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-wrenching story of growing up as the youngest of ten siblings, highlighting the harsh realities and minimal choices within the foster care system. Despite overwhelming obstacles, Rob’s commitment to creating a positive impact shines through as he emphasizes the fundamental need for compassion and care for all children. Listeners will be moved by Rob's candid recounting of the emotional struggles he faced while navigating the foster care system alone, often feeling like an outsider in what was supposed to be his home. Witness his inspiring journey of perseverance, from the disillusionment of being forced out at 18 to the triumph of high school graduation against all odds. As Rob joins the U.S. Navy, he seeks an escape from his past and a stepping stone to a brighter future. This narrative is not only a testament to his grit and determination but also a powerful reminder of the systemic hurdles faced by those growing up in foster care. Rob's story takes a transformative turn when he embraces fatherhood, deciding to adopt children with his husband, Reese. He shares the challenges and joys of building a family, reflecting on how his aspirations shifted from material success to providing a loving and dignified home for his children. Through this life-altering decision, Rob challenges societal norms, revealing the unexpected fulfillment that comes with prioritizing family. Join us as we explore Rob's unwavering commitment to fostering positive change, offering a heartfelt narrative that underscores the importance of love, dignity, and resilience in the journey towards creating a better world for foster children.   Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:30 - Introduction of Guest: Rob Shear, Founder of Comfort Cases 00:01:00 - Rob Shear's Background: Childhood and Entry into Foster Care 00:04:12 - Navigating the Foster Care System: Challenges and Resilience 00:07:30 - Turning 18 and Facing Homelessness: Rob's Journey to Survival 00:11:55 - Overcoming Adversity: Joining the U.S. Navy and Life After Discharge 00:14:00 - Finding Stability: Rob's Early Career and Pursuit of Education 00:18:25 - Embracing Fatherhood: Adoption Journey with Husband Reese 00:20:30 - Founding Comfort Cases: Mission to Provide Dignity for Foster Children 00:23:45 - Expanding the Family: Adopting Siblings and Overcoming Challenges 00:27:00 - The Impact of Comfort Cases: Eliminating Trash Bags in Foster Care 00:30:00 - Rob Scheer's Legacy: Teaching Empathy and Building a Loving Family 00:33:00 - Closing Thoughts: Rob Shear on Redefining Success and Advocacy 00:35:00 - Closing Remarks  Go to https://comfortcases.org/. To find out how you can help foster children. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

    31분
  7. Crafting Authentic Dates in a Digital Age

    11월 4일

    Crafting Authentic Dates in a Digital Age

    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 current dating apps have deviated from fostering genuine connections, often becoming mere tools for validation. He reveals First Rounds On Me's game-changing features designed to encourage authentic interactions, such as initiating contact with an actual date request, limiting users to one date per day, and enabling chat only 24 hours before meeting. These innovative measures ensure that users can truly focus on building meaningful and respectful relationships from the start. As the conversation unfolds, Joe takes us on his entrepreneurial journey from the B2C dating world to exploring B2B opportunities, expanding the dating experience beyond individuals to include venues as key partners. With a background in sports and finance, Joe's entrepreneurial spirit has been shaped by his experiences and the influence of leaders like Derek Jeter and Steph Curry. He highlights the potential for popular date spots to offer valuable insights and enhance the matchmaking process. Joe also discusses the fundamental elements of relationship dynamics, emphasizing the importance of resilience, adaptability, and mutual growth in both business and personal relationships. Tune in to explore how teamwork and coachability drive Joe's approach to fostering connections in the digital age.   Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast 00:00:25 - Joe Feminella's Background and Founding of First Rounds On Me 00:01:30 - Identifying Shortcomings in Traditional Dating Apps 00:02:15 - Creating a Hybrid Between Traditional Dating and Technology 00:03:10 - Key Differentiators of First Rounds On Me 00:04:45 - The Importance of Authentic Connections in Dating 00:05:30 - Encouraging Real-Life Interactions Over Digital Swipes 00:06:20 - Feedback Mechanisms for Ensuring User Authenticity 00:07:19 - Transition from B2C to Exploring B2B Opportunities 00:08:05 - Integrating Venues into the Matchmaking Experience 00:09:00 - Joe's Background in Sports and Finance 00:09:45 - Drawing Inspiration from Leaders and Athletes 00:10:30 - Importance of Teamwork and Adaptability in Business 00:11:15 - Building a Life and Business with a Partner 00:12:00 - The Future Vision for First Rounds On Me 00:13:00 - Potential Expansion Beyond Dating 00:14:00 - Leveraging B2B Market Opportunities 00:15:00 - Joe's Entrepreneurial Journey and Influences 00:16:00 - Life Lessons from Sports and Business Leaders 00:17:00 - Relationship Dynamics and Building a Lasting Partnership 00:18:00 - Encouraging Growth and Adaptability in Relationships 00:19:00 - Where to Find More Information About Joe and First Rounds On Me 00:19:45 - Closing Remarks  Resources:  Go to https://www.firstroundsonme.co/#hero-section. To read the blog and listen to the podcast and find out how this app is different. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

    16분
  8. The Power of Community Support in Gifting

    10월 28일

    The Power of Community Support in Gifting

    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 discuss Lisa's groundbreaking approach to gifting, shifting from traditional one-time presents to an inclusive system that emphasizes the power of community, allowing budget-constrained friends and family to contribute towards much-needed recurring necessities like childcare and therapy sessions. Lisa candidly shares how her personal journey, enriched by her background in tech mergers and acquisitions, drove her to innovate in this $100 billion market, aiming to transform life milestones into meaningful, collective experiences. Embark on a journey with Lisa as she shares her insights on raising independent children and the emotional transition to becoming an empty nester. Experience how her past challenges, including a divorce and discovering passions like snowboarding, fuel her commitment to leaving a lasting legacy that supports lower and middle-income households. Lisa’s story is not just about business innovation but also about personal growth and the drive to make a difference. Her work with Dopple reflects a mission to connect families with vital resources and support networks. This episode is a tribute to the power of community, personal resilience, and the profound impact of meaningful work. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:37 - Lisa Marino's Inspiration and the Birth of Dopple Registry 00:05:25 - Developing a Platform for Sustainable Life Gifting 00:19:09 - Parenting Philosophy and Transition to Empty Nesting 00:27:17 - Lisa Marino's Journey in Tech and Personal Growth 00:35:10 - Resilience, Pity Parties, and Professional Challenges 00:43:45 - Embracing New Opportunities and Building a Legacy with Dopple 00:51:00 - Partnering with Communities and Expanding Dopple's Impact 00:58:15 - Closing Thoughts and Where to Learn More About Dopple Registry Go to registrythedopple.com. And you can check out what they do, and why they do it, how it works. They want to change families' lives throughout their entire life cycle. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform. For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.

    28분
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The Legacy Podcast is a series of conversations with business owners who share their journey to financial freedom and the legacy they want to leave for the next generation. Their stories are empowering, educational, and encouraging.

정보

  • 제작진
    Business Transition Planning
  • 방송 연도
    2021년 - 2024년
  • 에피소드
    196
  • 등급
    전체 연령 사용가
  • 저작권
    © Copyright 2022 Kirk Chisholm
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    Business Legacy

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