49 episodes

Legacy Listens we have honest conversations with thought leaders in the financial services industry. We will share steps on how to build wealth intelligently. You will hear from experts in Investment Management, Business Succession, Family Office Services, and Income and Estate Tax Planning.

Thank you for joining us. For questions, visit us at Legacy Planning at legacy-online.com.

Legacy Listens Legacy Planning

    • Business
    • 5.0 • 6 Ratings

Legacy Listens we have honest conversations with thought leaders in the financial services industry. We will share steps on how to build wealth intelligently. You will hear from experts in Investment Management, Business Succession, Family Office Services, and Income and Estate Tax Planning.

Thank you for joining us. For questions, visit us at Legacy Planning at legacy-online.com.

    49. Lessons in Leadership, Transitioning Ownership, and Nurturing Business Success ft. Kane D'Amico

    49. Lessons in Leadership, Transitioning Ownership, and Nurturing Business Success ft. Kane D'Amico

    In this episode of Legacy Listens, we delve into the captivating journey of Kane D'Amico, owner and partner at Alliance Heating and Air Conditioning. Hosted by Matt Kulp, we talk about how Kane's 30-year tenure at Alliance has involved perseverance, constant growth, and consistency. From starting as an entry-level employee to becoming a partner in the business, Kane's story is one of hard work, dedication, and the pursuit of professional and personal growth. Learn about the challenges and triumphs of transitioning from an employee to an owner, and gain valuable insights into the process of buying and operating a business. Join us as we explore the inspiring narrative of Kane D'Amico and his journey towards continued success as a business leader.
    ​​______________​​______________​​
    Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
     

    • 24 min
    48. Exit Interview ft. David Regn

    48. Exit Interview ft. David Regn

    Join host Kevin Donohue on Legacy Listens as he we sit down with David Regn, a full-service advertising industry titan, to unravel the complexities and personal triumphs of executing a private equity exit. Dave, who turned a high school t-shirt venture into the 700-employee powerhouse known as Stream, will share his 25-year journey of consistent growth, culture building, and strategic decision-making. Get ready, because this episode is not just a lesson in business—it's a blueprint for building wealth intelligently. Let's listen in.
    ​​______________​​______________​​
    Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

    • 31 min
    47. Revitalize Your Business: Integrative Medicine Strategies for Optimal Health and Success ft. Dr. Anthony Bazzan

    47. Revitalize Your Business: Integrative Medicine Strategies for Optimal Health and Success ft. Dr. Anthony Bazzan

    Join host Robert Wermuth on Legacy Listens we dive into the world of integrative medicine with Dr. Anthony Bazzan, the medical director of the Marcus Institute of Integrative Health - Jefferson Health. Dr. Bazzan discusses the history and approach of integrative medicine versus traditional medicine, highlighting the importance of personalized, evidence-based care. He explains the unique offerings of the Marcus Institute and the impact of precision medicine technologies in treating complex medical cases and cancer patients.  This enlightening conversation sheds light on the incredible work being done at the Institute and the groundbreaking advancements in precision medicine and holistic healthcare that can unlock the optimal health and success.
    ​​______________​​______________​​
    Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

    • 22 min
    46. Exit Interview - Transitioning with Integrity: A Founder's Path to ESOP and Legacy ft. Dave Calvaresi

    46. Exit Interview - Transitioning with Integrity: A Founder's Path to ESOP and Legacy ft. Dave Calvaresi

    Join host Kevin Donohue on Legacy Listens as he explores the entrepreneurial journey with David Calvaresi, Founder of ValSource who is heavily committed to the community, one institution he works with is a nonprofit by the name of Headstrong. Follow Dave's compelling story—from starting a business amidst family challenges to building a thriving workforce. Learn how he navigated financial crises, maintained a strong company culture, and implemented an ESOP for employee ownership. In this candid conversation, discover insights on resilience, preserving culture, and graceful business exits. Tune in for lessons from a leader dedicated to both business success and community impact.
    ​​______________​​______________​​
    Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
     

    • 38 min
    45. Uncovering Stories of Perseverance and Growth in Financial Services ft. Natalie Hodak

    45. Uncovering Stories of Perseverance and Growth in Financial Services ft. Natalie Hodak

    In this episode of Legacy Listens, we have an honest and insightful conversation with Natalie Hodak, Chief Operations Officer at Legacy Planning Partners. Hosted by Matt Kulp, the discussion covers Natalie's journey from her childhood in Ukraine to her career in the financial industry. Natalie shares her experiences of immigration to the United States, her family's work ethic, and how she found her passion for operations and financial planning. From her early days at Merrill Lynch to her pivotal role at Legacy, Natalie's story reflects resilience and dedication. She emphasizes the importance of surrounding oneself with a strong and supportive team in the financial services industry. Tune in to gain valuable insights from Natalie's inspiring journey and her expertise in building a successful career in finance.
    ​​______________​​______________​​
    Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

    • 16 min
    44. The Five Principles of Intentional Growth ft. Ryan Tansom

    44. The Five Principles of Intentional Growth ft. Ryan Tansom

    Today’s episode on Legacy Listens hosted by Robert Wermuth sits down with Ryan Tansom, an entrepreneur and founder of Arkona. Ryan shares his entrepreneurial journey, starting with the sale of his family business for eight figures and going on to create the intentional growth framework. The framework helps business owners view and run their company as a financial asset with the end in mind. Together, Rob and Ryan explore the five principles of intentional growth, the technology behind it, and how business owners can engage with Arkona to gain a comprehensive understanding of their financial future. Tune in and learn how this intentional approach can help business owners navigate their long-term goals and make informed decisions.
    For more information about Ryan Tansom, please visit him at www.arkona.io
    ​​______________​​______________​​
    Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
     

    • 22 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

Top Podcasts In Business

Money Stuff: The Podcast
Bloomberg
Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
The Money Mondays
Dan Fleyshman
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network