Legacy Listens

In this episode, host Rob Wermuth sits down with Dirk Simpson, a seasoned attorney and Partner at Royer Cooper Cohen Braunfeld LLC, for a practical and insightful look at the challenges and opportunities facing business owners and families planning for the future. They unpack what it really means to start early when it comes to succession planning, break down the role of trusts and gifting strategies, and explore how recapitalization can fit into a broader long-term wealth plan. Whether you're thinking about selling a business, transferring wealth, or simply making sure your assets reflect your family's values, this episode is packed with real-world examples and thoughtful takeaways to help guide the journey. ​​______________​​______________​​ 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 of Legacy Listens, host Rob Wermuth sits down with Chad Cowan, a Member at Cozen O'Connor, to discuss the essential steps for a successful business transition. Drawing on his experience as a transactional attorney, Chad shares practical insights on preparing to sell a business — whether to a strategic buyer or a private equity firm. From assembling the right team of advisors to navigating legal complexities and due diligence, Chad outlines the key elements of a smooth and profitable exit. Whether you're considering a sale now or planning for the future, this episode provides actionable guidance to help business owners succeed. ​​______________​​______________​​ 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 of Legacy Listens, hosts Rob Wermuth and Kevin Donohue sit down with Andrew Fay from 1712 Consulting to explore the evolving world of wealth management. Drawing on decades of experience, including his time at Fidelity, Andrew shares insights on managing financial, human, and social capital. From succession planning to family governance, he breaks down the complexities of sustaining generational wealth. Whether you're planning a business transition or seeking to enhance your financial strategy, this episode offers valuable advice and resources. Tune in to learn how to build and preserve wealth across generations. ​​______________​​______________​​ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Legacy Planning offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities.  

In this episode of Legacy Listens, Senior Advisor and Partner Matt Kulp interviews Wayne Herring, founder of Business Builder Camp, about the transformative power of coaching for business owners. Matt shares how working with Wayne over the past three years has shaped his growth, from building a five-year strategic plan to leveraging peer advisory boards and one-on-one coaching. Wayne discusses the inspiration behind Business Builder Camp, the value of collaboration among diverse leaders, and the importance of visionary and integrator roles in driving business success.Tune in for actionable insights to elevate your leadership and build a thriving 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.  

In this special episode of Legacy Listens, COO, Natalie Hodak interviews Senior Partner, Matt Kulp about his transformative sabbatical after 23 years of leadership at Legacy Planning Partners. Matt shares how intentional preparation with his team ensured business growth during his absence and reflects on the challenges of stepping away. He discusses the importance of proactive planning, clear communication, and leaning on a strong support network. Matt also opens up about navigating personal challenges and finding renewed purpose. Discover how sabbaticals can inspire both personal growth and sustainable business practices in this insightful conversation. ​​______________​​______________​​ 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 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://www.linkedin.com/in/irinabaranov/ ​​______________​​______________​​ 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.  

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. ​​______________​​______________​​ 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.  

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. ​​______________​​______________​​ 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.  

Join host Robert Wermuth on Legacy Listens and Dirk Simpson, Partner at Royer Cooper Cohen Braunfeld where they talk about the world of business succession and estate planning. They explore key strategies for ensuring a smooth transition of business ownership, tax-efficient wealth transfer, and the nuances of various trust structures like Spousal Lifetime Access Trusts (SLATs) and Grantor Retained Annuity Trusts (GRATs). Dirk shares practical insight on preparing your business financially, the importance of discounting in gifts, and leveraging charitable giving as a tool for family estate planning. Whether you're a business owner or a financial advisor, this episode is packed with valuable insights to help you finish strong and protect your legacy. Stay tuned for an in-depth conversation that's sure to elevate your understanding and approach to estate planning. For more information about Dirk Simpson please visit him at https://www.rccblaw.com/people-dirk-simpson. ​​______________​​______________​​ 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 host Robert Wermuth on Legacy Listens and Jack Terrill, an Estate Planning Attorney and Senior Partner at Heckscher, Teillon, Terrill & Sager.  With over 30 years of experience, Jack specializes in asset protection, complex estates, and family governance. As a fellow of the American College of Trust and Estate Counsel (ACTEC), Jack's insights into charitable planning, fiduciary litigation, and estate settlement are invaluable. His firm, comprising 22 dedicated lawyers, focuses exclusively on trusts and estates, serving high-net-worth families and individuals. In this episode, Jack discusses family governance—an often overlooked but crucial aspect of multi-generational wealth management. He shares strategies to preserve wealth and values across generations, ensuring a lasting legacy. Whether you're navigating estate complexities or planning for the future, Jack offers practical insights for securing your family's legacy. Join us on Legacy Listens as we uncover the secrets to enduring family legacies with Jack Terrell. For more information, please visit Jack at https://www.htts.com/attorney/john-a-terrill-ii/  ​​______________​​______________​​ 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 host Matt Kulp on Legacy Listens as he sits down with Mike Snedeker, pastor of Community Evangelical in Sinking Spring, Pennsylvania. They explore how business owners can benefit from this practice traditionally seen in the educational sectors. Mike shares his personal journey leading up to a three-month sabbatical, how he managed the daily pressures of his role, and the profound impact of rest and delegation on both his personal well-being and the growth of his team. Whether you're a business owner contemplating a sabbatical or simply curious about its benefits, this episode is packed with valuable insights and actionable advice. Tune in to learn how taking a structured break could be the key to sustaining success and fostering leadership within your organization. Enjoy the conversation and get ready to be inspired! ​​______________​​______________​​ 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 host Kevin Donohue on Legacy Listens where he sits down with Sam Villagrasa-Petroski, a HNW Consultant at Chubb Philadelphia, specializing in property and casualty insurance for high net worth clients. In this episode, we unpack the complexities of the current hard market in the insurance industry, where rising costs and severe climate events are creating unique challenges, especially for those with significant assets. We'll explore how changing driving habits, supply chain issues, and increased frequency of natural disasters are impacting insurance claims and costs. Sam provides invaluable insights into why working with the right carriers who understand the distinct needs of high net worth individuals is crucial and how excess coverage plays a pivotal role in safeguarding assets. Whether you're worried about the liabilities tied to recreational vehicles or managing the risks associated with coastal properties, today's conversation is packed with expert advice on navigating these turbulent waters. Stay tuned as we get into these topics and more, helping you protect your legacy in uncertain times. For more information about Sam and his services, please visit him at sam.villagrasa-petroski@chubb.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. _____________________________ Chubb is the marketing name used to refer to subsidiaries of Chubb Limited providing insurance and related services. For a list of these subsidiaries, please visit our website at www.chubb.com. Insurance provided by ACE American Insurance Company and its U.S. based Chubb underwriting company affiliates. All products may not be available in all states. This material contains product summaries only. Coverage is subject to the language of the policies as actually issued. Surplus lines insurance sold only through licensed surplus lines producers. The opinions and positions expressed in this presentation are the presenter's own and not necessarily those of Chubb. The material presented herein is advisory in nature and is offered as a resource to be used together with your professional insurance advisors in maintaining a loss prevention program. It is not intended as a substitute for legal, insurance, or other professional advice, but rather is presented for general information only. You should consult knowledgeable legal counsel or other knowledgeable experts as to any legal or technical questions you may have. This presentation is solely for informational purposes. Chubb, 202 Hall's Mill Road, Whitehouse Station, NJ 08889-1600.

Join host Robert Wermuth on Legacy Listens we dive into with Richard Marcus, Ph.D., an executive coach with extensive experience in the financial services industry. Richard discusses the intricate dynamics of multi-generational family businesses and shares valuable insights on effective communication, leadership development, and succession planning within family-run enterprises. He sheds light on the importance of identifying strengths, embracing differences, and the crucial role of executive coaching in enhancing individual and collective performance. Join us as we tap into the wisdom of Richard Marcus and explore the intricate world of family businesses and leadership development. For more information about Richard and his services, please visit him at https://richardmarcus.org/  ​​______________​​______________​​ 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 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.  

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.

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.

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.  

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.

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 bill.campbell@ntscintl.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 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.  

Today's episode on Legacy Listens hosted by Robert Wermuth with Zane Tarence. They will be diving deep into the topic of Investment Grade, both in public equities and private companies. They will explore how private company owners can determine if their business qualifies for institutional investments and the key factors that investors consider when evaluating a company's potential. Plus, the crucial role of growth in business and how it impacts profitability. This conversation will uncover the different types of buyers in the market and the importance of having a confidential process during negotiations. And don't miss our talk on preparing for an exit, understanding the purpose of your business, and why having clear goals is vital.  For more information on Zane Tarence, please visit www.17-reasons.com/ and check out his book, 17 Reasons Your Company Is Not Investment Grade & What To Do About It and take his Investment Grade Assessment. ​​______________​​______________​​ 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 today's episode, Legacy's CEO, Jan Graybill sits down with Peter Mares, the founding partner of Growth 1776, renowned for his expertise in finding hidden profits. Peter shares his passion for helping mid-market companies achieve exceptional financial performance by harnessing the power of artificial intelligence and human intelligence. He believes that business owners should capture the value of their businesses rather than selling them to outside sources. Through their unique analytics, Growth 1776 aims to help business owners discover profit pockets within their own companies and capitalize on them. Join us Jan and Peter dive deep into topics such as predictive customer churn, analyzing product sales, and leveraging technology to find exceptional performance. They'll also discuss how Growth 1776 works closely with business owners and heads of sales to identify profit improvement opportunities and help clients mitigate risks and seize opportunities. Get ready for an episode filled with valuable insights, inspiring stories, and practical strategies. Let's uncover the path to exceptional performance together! For more information on Peter Mares and his services, you can visit him growth1776.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.

Join us in this episode as we engage in a captivating conversation with our host Jennifer Hodson and Sam Stroud, a seasoned Senior Advisor and Associate Partner at Legacy Planning. With over 35 years of experience in the financial services industry, Sam shares his experience on retirement planning, drawing parallels between the game of golf and preparing for a fulfilling retirement. From the pre-round warm-up to the back nine, Sam explores the different phases of retirement and provides valuable insights on how to mentally and financially prepare for each stage. Discover the importance of visualizing your retirement goals, creating a solid financial foundation, and adapting to curve balls that may arise along the way. As Sam and Jenn discuss the connection between golf and retirement, they highlight the significance of aligning visions with your partner, managing spending habits, and stress-testing your financial plan. Gain practical advice on preparing for the "Go-Go years" of retirement, where energy and spending may be at their peak, as well as the "Slow years," where a shift in lifestyle and careful planning becomes crucial. Whether you're a golf enthusiast seeking wisdom from the fairways or someone looking to secure a prosperous retirement, this episode will provide you with valuable insights, actionable strategies, and a fresh perspective on planning for your golden years. Tune in to this engaging discussion and embark on a journey to master the 18 holes of life. ​​______________​​______________​​ 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 our latest episode, your host Matt Kulp introduces us to his friend Shawn Christman, the former owner and president of the renowned Seattle Stair and Design Company. With over 38 years of experience in the business, Shawn shares his fascinating journey of building and transitioning out of a stair-building empire. Seattle Stair and Design wasn't just any stair-building company; they specialized in creating intricate and exquisite stairs, ranging from a couple hundred thousand dollars to million-dollar masterpieces. Shawn's craftsmanship and attention to detail were truly exceptional. Join us as we unravel the story of Shawn Chrisman, a true pioneer in the stair-building industry, and gain valuable insights into building and transitioning a successful business. Tune in to Legacy Listens and be inspired by the wisdom shared by Shawn and other thought leaders in the financial services industry. ​​______________​​______________​​ 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 the inaugural episode of "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 Former Comstar Technologies CEO, Kevin Flounders on how he built and sold his business. Flounders, a successful entrepreneur with over 25 years in the telecom industry, led Comstar through a successful exit in 2018. Flounders admits he wishes he had resources for conversations like this to best set up his options when he was preparing to sell,  ​​______________​​______________​​ 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 Jan Graybill has a conversation with Joe DiGiacomo of President, D5 Capital Advisors LLC. In this episode, Jan and Joe dive deep into the current economic landscape to provide a comprehensive analysis of the State of the Union on mergers and acquisitions (M&A). Join us as we explore the challenges, opportunities, and trends shaping the M&A landscape in our ever-evolving economy For more information about Joe and D5 Capital Advisors, visit them at www.d5capadvisors.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 Jennifer Hodson has a conversation with Wendy F. Bleczinski of WFB Tax Law. Wendy is a Tax, Estate and Business Attorney in the greater Philadelphia area. Jennifer and Wendy discuss the difference between asset and stock purchase and how to make the right choice for your business. For more information about Wendy F. Bleczinski and WFB Tax Law, visit www.wfbtaxlaw.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 the latest episode of Legacy Listens, hosted by Matt Kulp, Tom Garrity, Founder and Managing Partner at Compass Point Consulting, discusses the six pillars of a successful family business, with a particular focus on the Governance pillar. Garrity explains how having proper governance structures in place can help a family business run smoothly and ensure effective interactions between family members and the business. Kulp and Garrity dive deeper into these topics, sharing insights and tips to help take your business to the next level. To learn more about Tom Garrity or Compass Point Consulting, visit their website at www.compasspt.com.  

Today's episode on Legacy Listens hosted by Jennifer Hodson has a conversation with Joanne Laspina. We will be discussing the college search process and what families and students should be thinking about during this journey. Joanne is the Founder of My College Helper and believes that every student can find the best match school for them academically, socially, AND financially. Joanne has a ton of experience. She is a Certified Educational Professional and has 20-plus years of experience in higher education, counseling and writing. She has visited hundreds of campuses and shares her knowledge to help match students with right-fit opportunities. For more information about Joanne and her services, please visit her at https://www.mycollegehelper.com/about.php.  ______________​​______________​​ 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 Jan Graybill has a conversation with Scott and Chris Snider from Exit Planning Institute. Scott Snider is the President of the Exit Planning Institute and the operating partner of Snider Premier Growth, a small family investment company. Chris Snider, his father is the CEO of the Exit Planning Institute. Chris wrote an award-winning book called Walking To Destiny. 11.  In this PART 2 of 2 series, we're going to learn how to greatly improve the transition of your business experience and financial outcomes. In this episode, we will focus on the three numbers every business owner should know, and manage to meet their goals.   For more information about Chris and Scott Snider, visit www.exit-planning-institute.org.   ​​______________​​______________​​ 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 Jan Graybill has a conversation with Scott and Chris Snider from Exit Planning Institute. Scott Snider is the President of the Exit Planning Institute and the operating partner of Snider Premier Growth, a small family investment company. Chris Snider, his father is the CEO of the Exit Planning Institute. Chris wrote an award-winning book called Walking To Destiny. 11.  In this PART 1 of 2 series, we're going to learn how to greatly improve the transition of your business experience and financial outcomes. In this episode, we will focus on tangible value versus intangible value. For more information about Chris and Scott Snider, visit www.exit-planning-institute.org.  ​​______________​​______________​​ 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 has a conversation with  Bob McCormack, Founder of Murphy McCormack Capital Advisors on business owner readiness with the valuation of your company. Roughly 70% of the clients that Bob works with don't know the value of their business. Matt and Bob talk about why it is important to keep up to date with the Value of your company.  For more information about Bob McCormack please visit Murphy McCormack  www.murphymccormack.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 Kevin Donohue has a conversation with Barry Smith of CFGI. Barry is a Partner and Private Equity Leader in the Philadelphia area. For the past 24 years, Barry has been in the M&A world and assists private equity buyers of various sizes with buying businesses and then after they buy those businesses helping them with setting up effective accounting and financial operations to facilitate the period of hyper-growth that is planned post-investment. Kevin and Barry's talk will be of most value to the Business Owner who is considering selling their business and what to do next.  For more information about Barry Smith and CFGI, visit www.cfgi.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 Jennifer Hodson has a conversation with Wendy F. Bleczinski of WFB Tax Law. Wendy is a Tax, Estate, and Business Attorney in the greater Philadelphia area. For over 25 years, Wendy has worked with her clients to find innovative tax solutions. Jennifer and Wendy talk about the challenges that come with bringing the next generation into your family business.  For more information about Wendy F. Bleczinski and WFB Tax Law, visit www.wfbtaxlaw.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.  

They always say, “teamwork makes the dream work”, but what about the work behind the scenes that goes into creating that team? Today's episode on Legacy Listens hosted by Brendan Speers, Director of Retirement Planning Services has a conversation with Nick Tranguch of BSI Corporate Benefits. Nick is the Senior Vice President at BSI, which is an independent national employee benefits consulting firm. Brendan and Nick talk about a team-based approach and how that benefits their clients (and their employees).  For more information about Nick Tranguch and BSI Corporate Benefits, visit www.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 Jeff Dye has a conversation with Joe Gaudi of Gaudio CPA and Business Advisory. Joe specializes in small business and individual taxes. He considers himself part of your team – there to help you accomplish all your goals. Jeff and Joe talk about the upcoming tax season and what to consider before filing.  For more information about Joe Gaudi  visit www.Gaudiocpa.com This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation  ​​______________​​______________​​ This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation are included.  ​​______________​​______________​​ 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 Jan Graybill has a conversation with Jim Socci, an EOS Implementer at EOS Worldwide. EOS is a simple, proven business operating system that can help your entrepreneurial organization clarify, simplify, and achieve its vision. Jan and Jim talk about what over 20,000 entrepreneurs have tried and found to be successful when learning how to work on their businesses.  For more information about Jim Socci visit https://www.eosworldwide.com/jim-socci  ​​______________​​______________​​ 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 has a conversation with Dr. Lori Verderame, an award-winning TV personality and TV talk show host with a Ph.D. in art history. Matt and Lori talk about appraising, selling, and educating yourself about your antiques or collections. For more information about Dr. Lori Verderame visit https://www.drloriv.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 special episode on Legacy Listens hosted by Matt Kulp has a conversation with CEO and Founder Jan Graybill from Legacy Planning. In this third episode of a 3 Part series, Jan and Matt sit down to talk about Advanced Planning Services and how Jan has been living his Next Chapter in business. For more information about Legacy Planning please visit www.legacy-online.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 special episode on Legacy Listens hosted by Matt Kulp has a conversation with CEO and Founder Jan Graybill from Legacy Planning. In this second episode of a 3 Part series, Jan and Matt sit down to talk about the beginning of Legacy Planning and all the trials, tribulations, and triumphs in the second 10 years of Legacy Planning. For more information about Legacy Planning please visit www.legacy-online.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 special episode on Legacy Listens hosted by Matt Kulp has a conversation with CEO and Founder Jan Graybill from Legacy Planning. In this first episode of a 3 part series, Jan and Matt sit down to talk about the beginning of Legacy Planning and all the trials, tribulations, and triumphs in the first 10 years of Legacy Planning. For more information about Legacy Planning please visit www.legacy-online.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 has a conversation with Brendan Speers from Legacy Planning - Retirement Plan Services on 401 K and Qualified Retirement Services. This episode is most valuable to you if you are in need of support with structuring and managing a qualified retirement plan for your business.   For more information about Brendan Speers or Retirement Plan Services please visit www.legacy-online.com/brendan-speers.  ​​______________​​______________​​ 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 Jeff Dye has a conversation with Michael A. Breslow, Esquire from Heckscher, Teillon, Terrill & Sager, P.C. This episode we break down what are the biggest obstacles to getting to different phases in your estate plan and ways to tackle them.  For more information about Michael A. Breslow, Esquire please visit www.htts.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 Kevin Donohue has a conversation with Michael DeHaven, CPA from Rainer & Company. With the end of the year approaching, we're discussing charitable giving with many of our clients. We talk about how charitable giving can help donors with their year-end tax bill, while also helping their local community. For more information about Michael DeHaven please visit Rainer & Company at www.rainer.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.