Legacy Listens

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.

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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.

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.

Today's episode on Legacy Listens hosted by Robert Wermuth sits down with Carmine Corridore and Bill Campbell. Carmine brings his expertise in cyber defense, focusing on cybersecurity solutions, while Bill's work with NTSC International Consulting centers around complying with privacy laws and protecting personally identifiable information. The conversation dives into the critical topic of risk management, especially in the context of transitioning business ownership. Carmine and Bill offer invaluable insights into identifying, assessing, and mitigating risks associated with technology, data protection, compliance, and privacy laws. From running risk assessments to gap analysis, the guests provide practical steps for business owners to build and implement effective risk management plans. Tune in to gain essential knowledge for safeguarding your business in an increasingly complex digital landscape.

For more information about Carmine Corridore, please visit www.underdogcyber.comFor more information about Bill Campbell, please contact him at [email protected]

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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.

Today's episode on Legacy Listens hosted by Robert Wermuth we delve into a thought-provoking conversation with Bob McCarthy from SEI. The discussion centers around SEI's tax managed solutions, direct indexing, and the systematic core portfolios designed to reduce taxes when managing client accounts. Bob explains the benefits of the tax technology platform, which provides real-time tax impact assessments, tax loss harvesting, and ongoing tax reporting. They also explore the process of managing client transitions and the advantages of the systematic core portfolios, offering customization and tax efficiency. Join us as we uncover how these innovative approaches can help families and businesses intelligently manage their wealth and reduce tax liabilities.

For more information about Bob McCarthy, please visit seic.com. ​​______________​​______________​​

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.

In this episode, join host Matt Kulp as he sits down with Steven Staugaitis, an expert in family business transitions and a Director at Kreischer Miller's small business advisory practice. Steve shares insights on the challenges and barriers that business owners face when planning their next chapter and offers valuable advice on how to proactively prepare for a successful transition. With over 20 years of experience, Matt and Steve dive into the emotional and financial aspects of business succession, the importance of time in the planning process, and how business owners can gain valuable insights by taking a "30-day sabbatical" from their businesses. Don't miss this conversation with two seasoned professionals in the field of family business transitions.

For more information about Steven and Kreischer Miller, please visit them at www.kmco.com/people/steven-e-staugaitis/. ​​______________​​______________​​

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.

Join us for our series of episodes called "Exit Interviews," where we engage in candid conversations with successful business owners and entrepreneurs who have built and sold their businesses, uncovering the invaluable insights and lessons learned from their journey. Today's episode is hosted by Kevin Donohue where he sits down with Bob Gress, the Founder of Signature HVAC, an HVAC company in West Chester, PA. Bob shares his journey from starting his business to successfully selling it in December 2020. Bob's story is one of determination, smart financial planning, and strategic business growth. Join us as we explore the lessons and insights from Bob Gress's entrepreneurial journey and learn about the challenges and rewards of selling a business. ​​______________​​______________​​

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.

Today's episode on Legacy Listens hosted by Brendan Speers with Jayna Gougler, Wellness Coordinator at BSI Corporate Benefits. Join us as we delve into the intersection of finance and well-being, exploring how our worlds are colliding and the importance of building holistic wealth. Together, we uncover the steps to intelligently build wealth and discuss the role of wellness in the process. For more information about BSI Corporate Benefits, please visit them at https://bsicorporate.com/ ​​______________​​______________​​

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.

Today's episode on Legacy Listens hosted by Robert Wermuth with three-time Wall Street Journal bestselling author, Carmine Gallo. Gallo is an American author, columnist, keynote speaker, and former journalist and news anchor. The author of the book we will discuss in depth, The Bezos Blueprint: Communication Secrets of the World's Greatest Salesman. In this episode, we'll be exploring the insights of the legendary Jeff Bezos and his remarkable impact on Amazon's success.

We'll discuss Bezos' effective communication strategy of writing product press releases before development. This approach helped him grasp product value and customer perspective which led to innovations such as the Kindle. Bezos also emphasizes simplicity, metaphors, and storytelling to make complex ideas easily understandable. We'll take a look at how he popularized metaphors like "moat" and "two pizza teams" which are now widely used in various industries.

For more information on Carmine, you can find him at www.carminegallo.com. ​​______________​​______________​​

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.

Today's episode on Legacy Listens hosted by Matt Kulp with John Boyer, the second-gen owner of Boyer Food Markets. Listen to this insightful episode where John shares the inspiring story of how their corner store turned into a successful supermarket chain. Learn from Boyer Food Markets' story of how they turned a potential business liquidation into a thriving enterprise.

For more information on John and his services, please search for him on LinkedIn at John Boyer - HJJT Family Limited Partnership. ​​______________​​______________​​

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.

Today's episode on Legacy Listens hosted by Matt Kulp with Wayne Herring, Founder of Business Builders and renowned Business Coach. Together, we dig into the topic of coaching high performers in a business setting and how to identify these individuals, discussing the importance of truly seeing and understanding your team members. The conversation explores the distinction between high performers and key employees, shedding light on how both proven achievers and individuals with potential can be considered high performers. Tune in to gain valuable tips for nurturing and developing the most valuable players in your organization.

For more information on Wayne Herring, please visit www.businessbuildercamp.com. ​​______________​​______________​​

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.