PODCAST · business
Business Legacy
by Legacy Planner For Serial Entrepreneurs | Strategic Advisor
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.
Episodes
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Pass Down a Thought Process, Not Just Assets
Most business owners already have the advisors. A CPA, an attorney, a financial advisor, an insurance professional. What they rarely have is a team. In this episode of the Business Legacy Podcast, Paul Dio sits down with Dale Montgomery, founder of TRS Family Office, to unpack why siloed advice...
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Why Your Best Successor might not be anything like you
Most personality tests tell you how someone behaves. Very few tell you why. In this episode of the Business Legacy Podcast, Paul Dio sits down with Karl Hebenstreit of Perform and Function, a leadership development consultant and executive coach who uses the Enneagram to help leaders understand…
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Legacy is Becoming the Person Who Opened the Door
The fashion industry has a trust problem. Consumers are no longer sure what their clothes are made of, whether sustainability claims are real, or whether the brands they buy from are telling the truth. In this episode of the Business Legacy Podcast, Paul Dio sits down with Rachel Erickson, CEO…
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Beyond Numbers Embracing Entrepreneurial Passion
Discover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a more fulfilling life and business? Shanley's story is a testament to resilience and the power of personal connections,...
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The Generalist Who Became an Accountant
In this episode of Business Legacy Podcast, Paul Dio sits down with Seth Kamens, founder of Kamens CPA, for a conversation that is as refreshingly honest as any the show has produced. Seth didn't set out to build a twenty-five-person accounting firm. He set out to keep the lights on. What he…
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An entertainment attorney on soul reciprocity, identity, and the relationships that deplete you without your permission
In this episode of Business Legacy Podcast, Paul Dio sits down with Heather Beverly an entertainment attorney, author, and founder of both the Law Offices of Heather Beverly and Soul Reciprocity — for a conversation that starts in a closet in California and ends somewhere much deeper. Heather has...
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The Unexpected Journey From Law to Legacy
In this episode of Business Legacy Podcast, Paul Dio sits down with Daniel Boettcher, founder of The Intrepid Wendell, for one of the most quietly extraordinary conversations the show has produced. Daniel is an attorney, a gemologist, a polyglot, and a jeweler — not because he planned to be, but...
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A patent attorney on trust, intellectual property, and the human work technology can't replace
In Episode 274 of the Business Legacy Podcast, Paul Dio sits down with Daniel Scola Jr., managing partner of Hoffmann & Baron, for a wide-ranging conversation about intellectual property, the widening trust gap in modern communication, and the human judgment that no AI system will replace anytime...
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A performance psychologist on confidence, resilience, and the identity work that outlasts the medal
Paul sits down with Dr. Jim Taylor — performance psychologist, former U.S. Ski Team competitor, and founder of Prime Mind for a conversation that traces a career built on a single insight. The mind is the final frontier, and almost none of us know how to work it. Jim's origin story is disarmingly...
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Clients Don't Want the Newsletter They Want It Sent
In this episode, Paul Dio sits down with Jason Bagley, founder of Growth Experts, joining all the way from Cape Town, South Africa. Jason's story is a study in what happens when a marketer stops selling deliverables and starts selling outcomes. He started as a software developer, moved into web...
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Marketing Has No Quick Fix
In this episode, Paul Dio sits down with Jennifer Lehman, founder of Forward Thinking, for a conversation that starts on a golf course and ends up somewhere much deeper. A conference champion at Campbell University with a communications degree and a Class A professional status with the PGA of...
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Where Small Businesses Should Actually Start With AI
In this episode, Paul Dio sits down with Jonathan Feldman, founder of NextCoreFlow, an automation and AI integration consultancy for small and medium-sized businesses. Jonathan is not a theorist. He's built and exited two businesses of his own — a college advertising magazine he ran across twenty...
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Turning Data Into Direction for Schools
In Episode, Paul Dio sits down with Dr. Nicole Aliotto, founder and CEO of Alla Breve Consulting, for a conversation about what good education actually looks like — and why the easiest metrics to measure are rarely the ones that matter most. With nearly three decades of experience spanning higher...
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Designing the 15 accounting practice to serve your life and make an impact
Erica Goode spent her early career on the traditional accounting track — Big Four, Fortune 50 finance, the late nights and missed dinners that come standard with the path. Then she looked up at the senior leaders above her and realized she didn't want to be any of them when she grew up. That…
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Why Your Business Might Not Need More AI It Might Just Need Better Thinking
Most business owners hear "AI" and immediately think: we need that. Myles Harrison thinks the opposite — and he built a company around it. Myles is the founder of Praktikai, a boutique data and AI consulting firm whose name literally means practicality. A veteran of Big Five firms like Accenture...
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The LinkedIn Blind Spot Costing Executives Their Next Job
When Carol Kaemmerer's 20-year consulting career was abruptly ended by a corporate restructuring, she didn't see it as an ending — she saw it as a kaleidoscope being shaken. The pieces of her experience, expertise, and skills were still all there; they just needed to form a new pattern. In this...
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Building Confidence, Leadership, and Legacy Through Dance
In this episode of the Business Legacy Podcast, Paul Dio sits down with Katherine Horrigan, owner and CEO of Dance Academy of Virginia, to discuss how dance became the foundation for leadership, confidence, discipline, and personal growth. Katherine shares her journey from professional ballet and...
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How 180 Water Is Modernizing the Water Well Industry Through Franchising
In this episode of the Business Legacy Podcast, Paul Dio sits down with Jack Clark, founder of 180 Water, to discuss how he transformed a traditional water well service company into a rapidly growing franchise model focused on clean, reliable drinking water across rural America. Jack shares his...
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How Siloed Departments Quietly Kill Profit
Most companies don't lose money because of bad ideas. They lose it in the gaps — the quiet space between marketing, sales, and operations where reports never get compared and insights never get shared. In this episode, Paul Dio sits down with Anam Jawad, founder of TCSC (The C-Suite Consultant)…
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The Grandparent Advantage: Building Legacy Through One-on-One Connection
Legacy is often misunderstood as something financial, distant, or reserved for later in life. In this episode, Perry Solomon reframes legacy into something far more immediate—and far more impactful. Perry, founder of Solomon Growth Advisors and author of Grandpa Day, shares how a simple...
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Build the Solution the Market Is Missing
Most businesses don't start with a perfect idea they start with a problem that can't be ignored. In this episode, Santiago Galvez, founder of Pet Cultures, shares how a personal challenge saving his dog after a severe health issue turned into a fast-growing international brand. After trying…
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Why Avoiding Conflict Is Costing You More Than You Think
Most people don't lack good intentions they lack the tools to handle conflict. In this episode, Kimberly Best, founder of Best Conflict Solutions, shares a powerful journey from trauma nurse to conflict resolution expert—revealing how life's most intense moments shaped her understanding of human...
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Why Most Founders Struggle to Scale Sales and How to Fix It
Every founder is great at selling—until they're not. In this episode, Summer Poletti, founder of Rise of Us, breaks down one of the most common (and costly) challenges in business growth: transitioning from founder-led sales to a scalable sales system. Summer shares her unconventional path—from...
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Building a Business Without Sacrificing What Matters Most
Most entrepreneurs start a business chasing freedom—but many end up recreating the same constraints they were trying to escape. In this episode, Patrick Brown, founder and CEO of Unity Communications, shares a different approach: designing a business around life first, not the other way around....
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How to Unlock Capital When Banks Say No
Access to capital remains one of the biggest constraints for small business owners—yet it's often misunderstood. In this episode, Adam Benowitz, founder of Vox Funding, breaks down the real reason traditional banks fail entrepreneurs—and what alternative funding models are doing differently. Adam...
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Why Modern Marketing Requires More Touchpoints Than Ever
What if the business you built actually gave you your life back instead of taking it? In this episode, Paul sits down with Robin Agricola, Founder and CEO of Birdhouse Marketing, who has redefined what it means to build a modern business. Running her company remotely from a sailboat, Robin shares...
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Building a Skincare Brand Around Community and Care
In Episode 254, Paul sits down with Roberta Perry, President of Scrubs Body Skincare Products, to talk about what it means to build a brand through heart, creativity, and community. What began as an "accidental entrepreneur" story mixing product in jars at home and selling at local fairs evolved...
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Scaling Culture Fit with Artificial Intelligence
What if artificial intelligence could actually make us more human at work? In Episode 253, Paul sits down with John Betancourt, Founder and CEO of Humantelligence, to explore how personalized AI coaching is reshaping leadership, hiring, collaboration, and workplace engagement. John's career spans...
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Building a Business That Creates Freedom and Impact
What if the business you're building is quietly costing you the life you actually want? In Episode 252, Paul chats with Jonathan Chen, Chief Catalyst of Blue Tide Catalyst, six-time entrepreneur, and executive coach focused on helping founders build exceptional companies for exceptional lives....
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How Law Firms Scale Without Becoming the Bottleneck
Why do some law firms scale effortlessly while others stay stuck even when they're getting the same advice? In Episode 251, Paul sits down with Brooke Lively, founder of Scaling Law and a fractional CFO turned EOS Implementer exclusively for law firms. Brooke shares how her data-driven analysis...
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The Power of Resilience and Radical Kindness
What happens when you walk away from one identity and completely reinvent your life? In this episode, Paul sits down with Nathaniel Allenby entrepreneur, circus performer, author, and founder of Cirque Quirk and The Cycle of Kindness. Nathaniel's journey is anything but conventional. From…
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Wellness First Interior Design for High Performing Families
A home should do more than look beautiful it should support the way you live, heal, rest, and perform. In this episode of the Business Legacy Podcast, host Paul sits down with Sarah Walker, founder and principal designer of Nuance Interior Design, to explore how intentional design impacts…
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Breaking the Loop of Stress and Self Doubt
Confidence isn't a personality trait, it's a system you can train. In this episode of the Business Legacy Podcast, Paul Dio sits down with mindset and confidence expert Natalie Plamondon-Thomas to explore how our brain creates stress, doubt, and emotional loops and how to interrupt them. Natalie...
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Creating Space Where People Feel Seen and Heard
What happens when culture becomes the foundation of your business not just a marketing tactic? In this episode of the Business Legacy Podcast, Paul Dio sits down with Evan Marshall, COO of Black Menswear, a cultural impact agency that began as a visual storytelling project and evolved into a...
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Choose Growth Over Comfort and Build a Lifeswitch
What if your biggest failure turned into the moment that defined your legacy? In this episode of the Legacy Podcast, host Paul Dio sits down with Joel Steele, entrepreneur, speaker, and author of LifeSwitch. From restaurant collapse to financial success, Joel shares how flipping his "life switch"...
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Helping People Sleep Better with Data-Driven Reviews
What happens when you mix analytical rigor with an everyday product like a mattress? You get NapLab, a data-driven review site created by Derek Hales, whose mission is to help people sleep better by eliminating the guesswork behind mattress shopping. In this episode of the Legacy Podcast, host…
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Redefining Professional Outreach in the Age of AI
Is cold email dead? Not even close you're just doing it wrong. In this episode of the Legacy Podcast, host Paul Dio speaks with Adam Rosen, founder and CEO of Email Outreach Company (EOC), a service helping startups and businesses scale their outreach through strategic, professional cold email....
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Rethinking Water Quality and Community
What happens when a software founder returns to her roots in Maine and sees clean water as the foundation for local economic development? In this episode of the Legacy Podcast, host Paul Dio speaks with Jen Millard, co-founder and CEO of Maine Love, a growing water brand with a mission far bigger...
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Why Connection and Curiosity Drive Business Growth
How do you turn a childhood paper route into a billion-dollar vision rooted in purpose and positivity? In this episode of the Legacy Podcast, host Paul Dio sits down with Peter Bradford, serial entrepreneur and founder of Cash Network LLC, to explore his journey from domain-flipping in the late...
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From Disruption to Advantage with Futurist Insights
What if you could anticipate the future with certainty, turning potential challenges into opportunities? On this episode of the Legacy Podcast, we explore this compelling idea with Daniel Burrus, a renowned futurist, author, and speaker. Dive into the art of foresight as Burrus explains the power...
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Integrating Vitamins into Daily Habits
What if your daily brushing routine could do more than just clean your teeth? Join us as we chat with Vladimir, the visionary co-founder and CEO of Better Better, who is transforming oral care into a nutritional powerhouse. After overcoming cancer and grappling with the demands of daily...
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The Intersection of Real Estate and Tax Advisory
Matthew Wessels, partner at Wessels Realty and Tax Advisors, takes center stage as he shares his compelling journey from the hills of New Hampshire to carving a unique niche in the real estate and tax advisory world. Matthew's story is a testament to the power of combining passions, as he...
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Harnessing Rhythm for Inspirational Leadership
Transformative Leadership and Business Innovation: Natalie Spiro's journey from Johannesburg to the CEO of Drum Cafe North America illustrates the power of adaptability and innovation in leadership. Her story highlights how interactive drumming became a transformative tool for team development…
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Fraud Detection and Digital Marketing In the age of AI
Ready to shield your digital marketing efforts from the pervasive threat of ad fraud? Join us as we sit down with Rich Kahn, the visionary co-founder and CEO of Anura. With over two decades of expertise, Rich takes us through his journey of identifying a critical gap in the market and developing…
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Crafting a Legacy in Luxury Real Estate
Ever wondered how strategic moves can reshape your career in real estate? Join us as we uncover the journey of Harrison Polsky, the principal of Katina Homes in Dallas, and learn how his transition from a commercial analyst to a prominent figure in the Dallas real estate scene became a...
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The Art of Trust and Technology
What if empathy could be the cornerstone of great leadership? Join us on a transformative journey with Susan Odle, the visionary CEO of StorMagic, as she unravels the secrets behind her remarkable 30-year career in the tech industry. From her beginnings in sales to ascending to the role of CEO,...
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The Power of Community and AI in Entrepreneurship
Imagine navigating the often isolating world of entrepreneurship, only to discover a thriving community waiting to support you. On the Business Legacy Podcast, I sit down with Graeme Barlow, CEO of Iversoft and founder of FounderLink, to reveal how the power of human connections is reshaping the...
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Redefining Success Through Technology and Integrity
Let's talk secrets to pioneering successful and transformative leadership with Mark Lewis, the visionary behind Evolved Media AI. Ever wondered how a former IBM expert could reshape Louisiana's tech industry and introduce a groundbreaking media synthesis technology? Join us as Mark unveils his...
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Building Pathways for Student Success
Jessica Bartnick, co-founder and CEO of Foundation for C.H.O.I.C.E, joins us to illuminate the power of mentorship in transforming the lives of students from low socioeconomic backgrounds. With "CHOICE" meaning "Consider how One Individual Changes Everything," Jessica shares how her…
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Beyond Numbers Embracing Entrepreneurial Passion
Discover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a more fulfilling life and business? Shanley's story is a testament to resilience and the power of personal connections,...
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ABOUT THIS SHOW
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.
HOSTED BY
Legacy Planner For Serial Entrepreneurs | Strategic Advisor
CATEGORIES
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Frequently Asked Questions
How many episodes does Business Legacy have?
Business Legacy currently has 279 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Business Legacy about?
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.
How often does Business Legacy release new episodes?
Business Legacy publishes regularly with 279 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Business Legacy?
You can listen to Business Legacy on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Business Legacy?
Business Legacy is created and hosted by Legacy Planner For Serial Entrepreneurs | Strategic Advisor.
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