Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Contenido proporcionado por Innovative Media and Business Transition Planning. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Innovative Media and Business Transition Planning o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
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A daily show for everyone who works a regular job and wants to start an income-earning project on the side. In each episode, listeners will hear a different story of someone who's started a side hustle—along with what went well, how that person overcame challenges, and what happened as a result. The show is written and hosted by Chris Guillebeau, the New York Times bestselling author of The $100 Startup, The Happiness of Pursuit, and other books. Sales and Distribution by Lemonada Media http ...
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This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
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Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
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Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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Last summer, something monumental happened. One of Uncuffed's founding producers, Greg Eskridge, came home after more than 30 years in prison. In this episode we’ll bring you back to that emotional day last summer when he walked out of the San Quentin gates, free at last. Our work in prisons is supported by the California Arts Council, the California Department of Corrections and Rehabilitation, independent foundations, and donations from listeners like you. Learn more, sign up for Uncuffed news, and support the program at www.weareuncuffed.org Follow us @WeAreUncuffed on Instagram and Facebook Transcripts are available within a week of the episode coming out at www.kalw.org/podcast/uncuffed…
Business Legacy
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Contenido proporcionado por Innovative Media and Business Transition Planning. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Innovative Media and Business Transition Planning o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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.
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Contenido proporcionado por Innovative Media and Business Transition Planning. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Innovative Media and Business Transition Planning o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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.
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Want the secrets to building a resilient business and learn how to future-proof your entrepreneurial journey with insights from our guest, Phil Portman. Listen as Phil shares his inspiring transformation from a difficult upbringing to becoming a successful entrepreneur, motivated by the desire to secure a stable future for his autistic son. Discover the importance of moving from micromanaging to empowering your team and creating systems that ensure your business can thrive independently, even in your unexpected absence. Phil's personal anecdotes shed light on crucial strategies, including estate planning and key person life insurance, that safeguard your business legacy. Stay ahead of the curve in communication technology with our exploration of the rising trend of text messaging in the U.S., particularly among those under 50. Phil and I discuss the immediacy and convenience of text messaging in urgent scenarios, illustrated by personal stories. We also tackle the challenges posed by spam and phishing, unveiling how the industry, alongside Phil's company Textdrip, is innovating solutions like delivery tracking and spam prevention. This episode is a compelling blend of business wisdom and tech insights, designed to equip you with the knowledge to both secure your business operations and enhance your communication strategies. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Phil Portman's Early Life and Motivation for Entrepreneurship 00:02:15 - Transition from Micromanaging to Empowering the Team 00:04:00 - The Importance of Estate Planning and Key Person Life Insurance 00:05:30 - Personal Anecdote: Business Associate's Health Crisis and Lessons Learned 00:07:00 - Strategies for Operational Resilience and Testing Systems 00:09:00 - Introduction to Text Messaging as a Preferred Communication Method 00:10:15 - Personal Experiences with the Convenience of Text Messaging 00:11:30 - Industry Challenges: Spam and Phishing in Text Messaging 00:12:51 - Textdrip's Innovative Solutions for Delivery Tracking and Spam Prevention 00:15:00 - Early Development and Challenges in Creating Textdrip 00:17:00 - Success in Targeting the Insurance Industry with Textdrip 00:18:45 - Advantages of Text Messaging Over Traditional Communication Methods 00:20:15 - Threats and Solutions for Future Text Messaging Security 00:22:30 - Ensuring High Deliverability and Accurate Reporting with Textdrip 00:24:00 - Case Study: Overwhelming Success of a Text Campaign 00:26:00 - The Importance of Personalized Customer Service at Textdrip 00:27:30 - Closing Remarks and Information on Trying Textdrip and Following Phil Portman Episode Resources: Check out what Phil is up to at Textdrip here: https://textdrip.com/ 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.…
What is the secret of personal transformation? Can it be found through gaming? We sit down with Kelsey Falter, the visionary founder and CEO of Mother Games. Imagine a world where games go beyond mere entertainment, offering personalized journeys akin to Pixar’s storytelling magic, but in a digital space. Kelsey introduces us to their groundbreaking game, Le Zoo, which invites players on an introspective adventure using ancient archetypes. This episode unpacks how AI is woven into the fabric of Le Zoo, providing players with valuable self-discoveries and deeper connections with like-minded individuals. Explore the innovative mechanics of Le Zoo, as Kelsey explains how the game’s unique house system—like the House of Jewels and House of Infinity—encourages players to reflect on their behaviors and traits. This dynamic experience adapts to each player, fostering a growth journey rooted in the principles of the reticular activation system, which enhances everyday perception. Tune in to learn how Mother Games is redefining the gaming landscape, using AI to unlock profound insights about ourselves and our interactions with the world. This conversation is a must-listen for anyone interested in the transformative potential of technology and storytelling in gaming. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:11 - Introduction of Kelsey Falter and Mother Games 00:01:30 - Exploring the Intersection of Art, Technology, and Storytelling 00:02:45 - Mother Games' Inspiration from Pixar's Legacy 00:04:00 - Overview of Le Zoo: A Journey of Self-Discovery 00:05:20 - Understanding the Five Archetypal Houses in Le Zoo 00:06:55 - Role of AI in Enriching the Gaming Experience 00:08:15 - Connecting with Community Through Symbolic Gameplay 00:10:55 - Unlocking Personal Transformation Through Gaming 00:12:10 - The Personalized Engine and Reticular Activation System 00:13:40 - Impact of Archetypes on Player Self-Awareness 00:15:00 - Real-Life Applications of Game Archetypes 00:16:30 - The Power of Games in Transforming Brain Patterns 00:18:00 - Games vs. Other Habit-Forming Methods 00:19:30 - The Potential Global Impact of Transformative Gaming 00:21:00 - Vision for the Future: Reducing Global Conflict 00:23:00 - How to Engage with Mother Games and Le Zoo 00:24:30 - Closing Thoughts from Kelsey Falter 00:25:45 - Final Remarks and Where to Find More Information About Mother Games Episode Resources: Check out what Kelsey is up to with LeZoo and mother games here: https://account.mothergames.com/ 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.…
Curious about the shift toward creating financial legacies that impact families in real-time? Join us for a transformative conversation with Brett Bernstein, CEO and co-founder of XML Financial Group, as we explore his journey from a major financial institution to starting his own independent firm. Brett opens up about the challenges and triumphs he faced when leaving Merrill Lynch, emphasizing the importance of client trust and education in building a successful business. We uncover the evolution of client interactions over the last two decades, noting an inspiring trend towards meaningful financial legacies that support loved ones during their lifetime. As we continue, we explore the changing dynamics of the workforce and how different generations are reshaping the industry. I share personal insights into the gratifying journey of entrepreneurship, highlighting the growth of clients and team members alike. The episode reveals the importance of cultivating a team-oriented culture that fosters personal and professional growth, instead of centering around individual leaders. We also discuss the promising future of wealth management, as the retirement of seasoned advisors opens doors for succession planning and new talent to shine. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:10 - Introducing Brett Bernstein, CEO and Co-founder of XML Financial Group 00:01:00 - Brett Bernstein's Transition from Merrill Lynch to Independent Wealth Management 00:03:30 - Challenges and Successes in Establishing XML Financial Group 00:05:15 - The Importance of Client Trust and Education in Independent Financial Firms 00:07:00 - Evolution of Client Interactions and the Growing Significance of Philanthropy 00:09:48 - Building a Legacy Through Hard Work: Workforce Dynamics and Entrepreneurial Gratification 00:12:00 - Creating a Team-Oriented Culture and Emphasizing Succession Planning 00:14:30 - The Fulfillment of Nurturing Talent and Watching Client Success 00:17:00 - Strategic Growth and Mergers in the Wealth Management Industry 00:19:30 - Identifying and Mentoring Talent within XML Financial Group 00:22:00 - Reflecting on Personal and Professional Legacy Goals 00:24:30 - Exciting Prospects for Growth and Innovation in Wealth Management 00:26:30 - Conclusion and Final Thoughts from Brett Bernstein 00:27:45 - Closing Remarks Check out XML Financial Group here: https://www.xmlfg.com/ 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.…
Discover how a pilot's dream of starting an airline unexpectedly paved the way to a fulfilling career in estate planning. Meet Kevin Quinn of Legacy Counselors, who shares his remarkable journey and the invaluable lessons learned from mentors that shaped his pioneering approach. This episode promises to redefine your understanding of legacy by focusing on the human elements that transcend financial wealth. Kevin's unique strategy involves cultivating ongoing relationships with clients, ensuring their estate plans reflect evolving family dynamics and priorities. Explore the innovative "My Family, My Wealth" program, which empowers families to manage and maximize their wealth across generations. This conversation delves into the complexities of modern family definitions and the importance of flexible estate planning. Kevin offers practical insights into engaging family members in meaningful wealth discussions, ensuring the continuity of values and goals. You'll be inspired by stories of families using opportunity trusts to create significant, positive impacts, proving that legacy is about more than money—it's about nurturing potential and fostering enduring family bonds. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:05 - Kevin Quinn's Journey from Pilot to Estate Planner 00:05:17 - Introduction to "My Family, My Wealth" Program 00:07:00 - Modern Family Structures and Evolving Estate Plans 00:11:30 - Engaging Family in Wealth Discussions and Philanthropy 00:16:47 - Creating Legacy Through Family Wealth and Opportunity Trusts 00:19:30 - Kevin's Personal Journey and Expanding Legal Practice 00:21:00 - The Impact of Family Wealth on Community and Generations 00:24:00 - Kevin Quinn's Vision for Helping People Realize Their Potential 00:27:00 - Where to Find More Information About Legacy Counselors and the "My Family, My Wealth" Process 00:28:00 - Closing Remarks Check out My Family, My Wealth Program here: https://legacycounsellors.com/my-family-my-wealth/ 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.…
What if you could preserve the voices and stories of your loved ones for future generations? Join us as we sit down with Charlie Greene, the co-founder of Remento, who shares how the loss of his father and his mother's battle with cancer inspired a revolutionary way to capture family legacies. Through Remento, Charlie has created a tool that transforms the art of storytelling into a lasting family treasure. By turning recorded interviews into tangible keepsake books with QR codes for audio playback, Remento captures the essence of loved ones, ensuring their voices and stories remain accessible and secure. We explore the emotional and technical challenges families face when documenting personal stories, especially during gatherings filled with distractions. Charlie recounts the pivotal shift from an in-person tool to a flexible mobile app, making it easier to record stories anytime, anywhere. We dive into the significance of documenting family history and how Remento offers a seamless solution for preserving these invaluable memories. Tune in to learn how you can start capturing your family's legacy today, and visit Remento's website for more information on their innovative app. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:09 - Introduction to Charlie Green and Remento 00:00:51 - Personal Inspiration Behind Remento: Loss and Family Memories 00:03:20 - Realization of Importance of Capturing Family Stories 00:05:45 - Initial Challenges in Developing Remento 00:08:51 - Creating Meaningful Family Memories with Technology 00:10:10 - Overcoming Hurdles in Documenting Family Stories 00:13:00 - Emotional Impact of Preserving Loved Ones' Voices 00:14:30 - Ensuring Data Security and Accessibility 00:17:05 - Evolution of Remento: From In-Person to Mobile App 00:18:40 - Challenges Faced During Family Gatherings 00:20:15 - Redesigning the App Based on User Feedback 00:22:00 - The Importance of Legacy and Personal Stories 00:23:45 - Charlie's Vision for Remento and Preserving Legacies 00:25:10 - Where to Find More Information About Remento 00:26:00 - Conclusion and Final Thoughts from Charlie Green 00:27:00 - Closing Remarks and Encouragement to Preserve Family Memories Check out Remento for your self: https://www.remento.co/ 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.…
What happens when a legal expert in international taxation pivots to tackle the complexities of freelance workforce management? Join us as we explore Pavel Shynkarenko's remarkable journey from law offices in Ukraine to the bustling entrepreneurial scene in Moscow. Pavel, the CEO and founder of Mellow, shares how his experience with clients facing challenges in freelance contract management inspired the creation of a cutting-edge platform, Mellow. This episode is not just about business innovation; it's about recognizing opportunity in recurring problems and turning them into groundbreaking solutions that are reshaping the way companies handle their freelance teams across the globe. Legacy isn't just about what you leave behind in business—it's about the values and cultural identity you pass on to future generations. We discuss the powerful influence of parental behavior on children and why modeling positive decision-making and work-life balance is crucial. Our conversation travels through diverse cultural landscapes, from the Netherlands to Thailand, offering insights into how living in different countries can enrich personal growth and understanding. Alongside these reflections, we share practical advice from studies on modern migration and cultural adaptation, highlighting how to preserve cultural identity while thriving in new societies. Whether you're an entrepreneur, a parent, or a cultural enthusiast, this episode offers valuable perspectives on building a lasting legacy. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Meet Pavel Shynkarenko, CEO and Founder of Mellow 00:01:15 - Transition from Legal Practice to Entrepreneurship 00:02:40 - Identifying the Need in Freelance Management 00:04:00 - Creation of Mellow: A Contractor of Records Platform 00:05:30 - Challenges of International Freelance Management 00:07:00 - Early Career and Legal Practice in Ukraine 00:08:20 - Move to Moscow and Encountering Real Competition 00:09:45 - Shifting Mindset from Lawyer to Entrepreneur 00:11:00 - Balancing Work and Family Life 00:12:26 - Exploring Cultural Legacy and Life Balance 00:13:00 - Influence of Parental Behavior on Children 00:14:30 - Integrating into New Societies While Preserving Cultural Identity 00:15:50 - Insights from Living in Multiple Countries 00:17:10 - Building a Legacy through Business and Cultural Contributions 00:18:30 - Future Plans: Studying Modern Migration and Cultural Adaptation 00:19:45 - Reflections on the Impact of Diverse Cultures 00:21:00 - Conclusion and Reflections on Legacy Building 00:22:30 - Closing Remarks Episode Resources: Find More About Mellow here: https://www.mellow.io/ 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.…
Discover the secrets behind scaling a regional construction company to a national powerhouse with Clark Lowe, the dynamic CEO and President of O'Connor Company. Have you ever wondered what it takes to tap into a nationwide talent pool while redefining roles within an industry known for its traditional practices? Join our conversation as Clark shares his journey of transformation, offering insights into the innovative strategies that have propelled O'Connor Company towards its ambitious goal of a potential IPO by 2032. What if the key to workplace success lies in shifting from balance to fulfillment? We explore this intriguing perspective, emphasizing the importance of self-regulated individual contributors (SRIC) who thrive on independence and personal growth. Clark and I examine the challenges of maintaining high productivity and satisfaction in a rapidly expanding company, where remote and hybrid work are becoming the new norm. Strategies such as significant time off and decentralized decision-making emerge as pivotal tools in navigating these complexities, all while fostering a cohesive company culture. Finally, the episode touches on the profound interplay between work, family, and legacy, with inspirations drawn from iconic figures like Kobe Bryant and Elon Musk. Clark outlines the sacrifices needed for excellence and the importance of focusing on individual strengths to leave a meaningful impact. We aim to inspire listeners to embrace their unique abilities, creating a supportive environment where everyone can thrive. Get a glimpse into Clark Lowe's vision for a prosperous future and learn how you might become part of the thriving O'Connor Company. Timestamps 00:00:01 - Introduction and Welcome to the Podcast 00:00:13 - Clark Lowe's Entrepreneurial Journey and National Success 00:01:25 - Transitioning from Regional to National Construction Platform 00:02:40 - Challenges and Opportunities in National Expansion 00:03:55 - Innovative Remote and Hybrid Work Models in Construction 00:05:10 - Redefining Roles of Project Managers and Assistant Project Managers 00:06:30 - Vision for Growth and IPO Ambitions by 2032 00:08:00 - Betting on Oneself and Overcoming Skepticism 00:09:15 - Leadership Insights and Influences 00:10:30 - Introduction of Self-Regulated Individual Contributors (SRIC) 00:12:33 - Strategies for Managing Growth and Preventing Burnout 00:13:45 - Importance of Decentralized Decision-Making 00:15:00 - Challenges of Maintaining Culture in a Remote Environment 00:16:15 - Balancing Work and Personal Life as a Leader 00:17:40 - Drawing Inspiration from Kobe Bryant's Sacrifices for Success 00:18:50 - Creating an Epitaph and Guiding Legacy 00:19:55 - Emphasizing Strengths Over Weaknesses for Success 00:21:11 - Importance of Supporting Individual Talents in Society 00:21:50 - Where to Learn More About Clark Lowe and O'Connor Company 00:22:30 - Closing Remarks Episode Resources: Go to https://www.buildoconnor.com/about/team/clark-lowe/ to find out more about what Clark is doing. 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.…
How can businesses safeguard themselves against economic uncertainties using the 831B tax code? Join us as we welcome Van Carlson, the innovative founder and CEO of SRA831B, who unveils the potential of this tax code as a powerful tool for business risk management. From the complexities of the 1986 Tax Reform Act to the practicalities of building a financial reserve with pre-tax dollars, Van breaks down how businesses can manage self-insured risks effectively. Traditional insurance markets often leave gaps, but with 831B plans, companies can create their own financial buffer to tackle unforeseen expenses and maintain business continuity. We illustrate this with real-world examples, such as auto dealerships and warranties, highlighting how these strategies mirror the operations of large insurance companies and benefit industries across the board. In our discussion, Van shares his fascinating journey from being a history teacher and football coach to becoming a trusted insurance professional dedicated to ensuring client success. The episode focuses on the importance of integrity, honest communication, and setting up sound risk management practices for small and mid-sized businesses. We emphasize educating business owners on the necessity of financial reserves, not just for physical damages but also for modern threats like cyber risks. By advocating for sensible regulations and tax incentives, Van and SRA831B are committed to equipping businesses with the tools they need to thrive amidst economic challenges, ensuring a legacy of sustainability and success. Tune in to discover how these insights can revolutionize your approach to risk management and secure your business's future. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:12 - Introducing Van Carlson and SRA831B 00:00:30 - Explanation of 831B Tax Code for Businesses 00:02:15 - Importance of Risk Management in Modern Business 00:03:45 - The Genesis of the 831B Tax Code 00:05:00 - Challenges in Traditional Insurance Markets 00:06:30 - Building Financial Reserves with 831B Plans 00:08:10 - The Role of SRA831B in Risk Management 00:09:00 - Real-World Applications: Auto Dealerships and Agricultural Giants 00:10:15 - Importance of Identifying Unfunded Liabilities 00:11:58 - Managing Insurance Policies and Risk Financing 00:13:20 - Advantages of 831B Plans in Risk Management 00:14:45 - Industries Benefiting from 831B Strategies 00:16:00 - Transition from Educator to Insurance Innovator 00:17:00 - Emphasizing Integrity in Business Practices 00:18:15 - Impact of COVID-19 on Business Risk Management 00:19:30 - Educating Clients on Self-Insured Risk Management 00:20:25 - Leaving a Legacy of Business Resilience 00:21:30 - Promoting Sensible Regulations and Tax Incentives 00:22:45 - Preparing Businesses for Cyber Threats and Emerging Risks 00:24:00 - Conclusion and Final Thoughts from Van Carlson 00:25:00 - Closing Remarks and Where to Find More Information About SRA831B Resources from the Episode: Go to https://www.831b.com/ to find out more about what SRA 831 is 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.…
Join us on the Legacy Podcast as we welcome Cheryl Mason, founder of Catalyst Leadership Management, to share her inspiring journey from a military spouse to a pioneering leader in the government sector. Cheryl recounts her career progression, including her remarkable role as the first woman and military spouse to chair the Board of Veterans Appeals. Through this conversation, Cheryl reveals the transformative leadership strategies she employed, focusing on investing in and supporting her team, which resulted in remarkable improvements in productivity and morale. Listen in as Cheryl provides valuable insights into transitioning from a command-and-control leadership style to a more empathetic approach, emphasizing the importance of human connection and open communication. Discover the power of effective leadership through communication and action as we explore the significance of open communication and accessibility in fostering a valued and engaged workforce. Cheryl discusses the challenges of consulting for organizations that may not fully recognize their role in employee engagement and highlights the gratifying experience of showing people their value. This episode underscores the importance of leaving a personal legacy of purpose and impact. Tune in to hear Cheryl's reflections on an alternative career in psychology and how her fascination with human behavior has shaped her leadership style, making this a truly insightful conversation on leadership transformation. Timestamps 00:00:00 - Introduction and Welcome to the Business Legacy Podcast 00:00:30 - Cheryl Mason's Background: From Military Spouse to Leadership Management 00:01:45 - Career Progression in Government: Becoming the First Woman Chair of the Board of Veterans Appeals 00:03:00 - Transition from Command-and-Control to Empathetic Leadership 00:04:30 - The Importance of Human Connection and Open Communication in Leadership 00:06:00 - Investing in and Supporting Teams to Transform Organizational Culture 00:09:02 - The Role of Open Communication in Effective Leadership 00:10:30 - Implementing Employee Suggestions to Boost Efficiency 00:12:00 - Consulting Challenges: Engaging Organizations in Employee Involvement 00:13:30 - The Gratifying Aspect of Empowering Individuals to Recognize Their Value 00:15:00 - Cheryl's Reflections on a Potential Career in Psychology 00:17:35 - Closing Remarks Episode Resources Go to https://www.catalystleadershipmgmt.com/ to find out more about Cheryl. 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.…
What happens when a mother's personal health battles ignite a passion to support others in similar struggles? Meet Heather Roberts, the visionary founder of MomBomb, who transformed her challenges into a thriving enterprise dedicated to helping mothers in crisis. In our latest episode, Heather unfolds her remarkable journey from overcoming her health issues in 2017 to building a brand that not only offers all-natural bath and shower products but also funds grants for families in need. You'll gain insights into her innovative path to success, including the development of a patented CBD bath bomb and her strategic focus on keeping products affordable by slashing overhead costs. As MomBomb gains national traction, Heather’s story is a beacon of resilience and creativity that continues to inspire. The episode also touches on the intricate dance between parenting and entrepreneurship, offering a window into how one can foster resilience in children by allowing them to navigate challenges independently. I share my own experiences of stepping back to let my daughter excel in her TikTok doll venture, underscoring the value of learning from mistakes. We also discuss the notion of achieving success with kindness in the business realm and the importance of staying vigilant against those who might exploit one’s passions. Looking forward, we explore exciting plans for expansion into major retailers, all while staying committed to supporting families in crisis. This conversation is packed with valuable lessons and inspiration, making it a must-listen for anyone navigating the worlds of business and parenting. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:00:30 - Heather Roberts' Journey and Founding of MomBomb 00:01:45 - Overcoming Health Challenges and Inspiring the MomBomb Mission 00:03:10 - Developing Innovative Products and Earning a Patent 00:04:25 - MomBomb's Philanthropic Efforts and Nationwide Presence 00:05:50 - Balancing Entrepreneurship and Parenting 00:07:23 - Importance of Resilience in Parenting 00:08:15 - Personal Anecdotes: Daughter's Entrepreneurial Success on TikTok 00:09:10 - Kindness vs. Ruthlessness in Business 00:10:05 - Key Lessons Learned as an Entrepreneur 00:11:30 - Future Plans: Expansion into Major Retailers 00:12:45 - Closing Thoughts and How to Support MomBomb's Mission Episode Rescources: Go to https://buybombshelpmoms.com/ to purchase products. And visit https://mombomb.org/ to support mom’s. 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.…
Have you ever wondered why your CPA might not be the tax-strategist you thought they were? Discover the hidden gaps in traditional tax compliance with our special guest, Kevin Jerry, the CEO and founder of Kevin A Jerry, MST and Associates. Kevin takes us through his fascinating journey from a struggling printing industry veteran to a titan in tax strategies and consulting. A chance encounter with cost segregation ignited his passion and redirected his career path, leading him to pursue a master's degree in real estate taxation. For over 15 years, Kevin has been on a mission to demystify complex tax strategies and help others save on taxes, all while finding joy and fulfillment in his work. In our conversation, we navigate the often-overlooked world of tax strategy within entrepreneurship, revealing how many CPAs focus mainly on compliance rather than proactive tax reduction. Kevin shares invaluable insights into why specialized tax strategists are essential for managing tax liabilities effectively. Whether you're an entrepreneur or simply interested in optimizing your tax situation, this episode offers practical guidance on engaging effectively with tax professionals and understanding the intricacies of tax strategies. Embark on a transformative journey with us and gain the knowledge you need to take control of your financial future. Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast 00:02:00 - Kevin Jerry's Background in the Printing Industry 00:02:19 - Discovering Cost Segregation and Transition to Tax Strategies 00:03:00 - Pursuing a Master's Degree in Real Estate Taxation 00:04:00 - Helping Others Save on Taxes and Understanding Tax Strategies 00:05:00 - Importance of Specialized Tax Strategists vs. CPAs 00:06:30 - Self-Education and Engaging with Tax Attorneys and CPAs 00:08:00 - The Surprising Gaps in CPA Knowledge 00:09:30 - Strategies for Managing Tax Liabilities Effectively 00:11:00 - Insights into Tax Code Changes and Staying Informed 00:12:30 - Real Estate Professional Status and Audit Sensitivity 00:14:00 - Kevin's Personal Legacy and Mentoring His Son 00:15:30 - Kevin Jerry's Contact Information and Resources 00:17:00 - Closing Remarks Go to https://kajmst.com/ . To find out more about them. 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.…
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.…
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.…
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.…
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.…
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