Legacy Listens

著者: Legacy Planning
  • サマリー

  • 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.
    2022
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あらすじ・解説

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.
2022
エピソード
  • 57: Building Wealth and Human Development in the Business World Ft. Irina Baranov
    2024/11/11

    In this episode of Legacy Listens, host Robert Wermuth sits down with Irina Baranov, a globally recognized executive coach and keynote speaker, for an inspiring conversation about leadership, personal growth, and wealth management. Irina shares her remarkable journey into executive coaching and peer group leadership, offering insights into her work with high-level groups like Vistage and Tiger 21. Listen in as she discusses the transformative Tiger 21 experience, where ultra-high-net-worth members navigate their wealth journey from financial success to a life of deeper significance. Packed with Irina's wisdom on fostering human development alongside business success, this episode provides invaluable perspectives for leaders seeking to make a lasting impact.

    For more information about Irina, please visit at https://app.vistage.com/sites/s/chairs/0038000001iIlnLAAS/irina-baranov

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    Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 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.

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    15 分
  • 56. Reshaping Futures: The Harambee Foundation's Efforts to Save Tanzanian Children from the Streets Ft. Joshua Johnston
    2024/10/07

    Join host Robert Wermuth on Legacy Listens bring you the remarkable story of Josh Johnston, Field Director for the Harambee Foundation and Founder of the Manyara Holistic Center (MAHOCE) in Tanzania. Joshua shares about his Pennsylvania roots to his transformative work in East Africa, he also discusses his journey of self-discovery and the powerful mission behind his efforts to keep street children in school. Together, we’ll explore the challenges, triumphs, and the lasting impact of the center on the local community. Tune in for an inspiring conversation about resilience, transformation, and the power of small actions to create big change.

    For more information about Joshua and the Harambee Foundation, please visit at www.harambeefoundation.org.
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    Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 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.

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    29 分
  • 55. The Essential Guide to Business Valuations Ft. Mike Simpson
    2024/09/09

    Join host Robert Wermuth on Legacy Listens and Michael Simpson, Managing Partner at Brinker Simpson & Company, LLC. With over 30 years of experience, Michael breaks down the essentials of business valuations, covering their importance in retirement planning, partner disputes, and more. Whether you're a business owner or just curious about valuation methods, this episode is packed with insights.

    For more information about Mike Simpson please visit him at https://www.brinkersimpson.com.
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    Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 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.

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    16 分

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