PODCAST · business
Entrepreneurial Legacies
by Clearwater Capital Partners
Welcome to Entrepreneurial Legacies, brought to you by Clearwater Capital Partners, a multi-family office and wealth management firm dedicated to inspiring and empowering clients to live with confidence, joy, and a spirit of abundance. Dive into the principles of financial stewardship, multigenerational wealth planning, and the evolving landscape of family office advisory, offering practical insight for investors, business owners, and families seeking long-term financial clarity.The Entrepreneurial Legacies series, hosted by John Sleeting, Managing Partner of Family Office Services at Clearwater Capital Partners, takes listeners behind the scenes of entrepreneurial families and business founders. Each episode explores real-world journeys that include launching new ventures, leadership challenges, scaling for growth, liquidity events, estate strategy, investment decision-making, philanthropy, and family governance. Through candid conversations and firsthand perspectives, listeners gain
Episodes
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Health Management: Proactive Longevity Precision with Dr. Anand Patel
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Dr. Anand Patel, Founder, CEO, and practicing lead physician at LV8 Health, to explore a different way of thinking about health, longevity, and the role we play in shaping our future. Kicking off a new mini-series on health...
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Game Changers: Changing The Game from Business to Nonprofit Leadership with John Aiello
In this episode of Entrepreneurial Legacies, we sit down with John Aiello for a thoughtful conversation on entrepreneurship, faith, purpose, and the lasting impact we create through the lives of others. John shares the story of founding and growing a pioneering cloud software company, from...
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Game Changers: Golftini's Brand Building Purpose with Susan Hess
In this episode of Entrepreneurial Legacies, we sit down with Susan Hess, Founder and CEO of Golftini, to explore what it takes to build a business rooted in resilience, purpose, and authenticity. What began as a simple solution to a problem on the golf course evolved into a nationally recognized...
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Game Changers: Golf, Motorsports, and Life Lessons with Joie Chitwood
Every entrepreneurial journey is shaped by defining moments. Some come through success. Others emerge through adversity. In this episode of Entrepreneurial Legacies, we welcome Joie Chitwood, Executive Director of the 2026 Presidents Cup, for a conversation about leadership, resilience, and the...
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Philanthropic Legacies: Critical Planning & Intentionality with Dr. Kent Rhodes
In this episode of Entrepreneurial Legacies, we sit down with Dr. Kent Rhodes for a thoughtful conversation on family enterprise, leadership, and the responsibility that comes with building a lasting legacy. Drawing from decades of experience advising entrepreneurial families, Dr. Rhodes shares...
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Philanthropic Legacies: Integrating Your Life's Story with Caleb Breakey
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Caleb Breakey of Renowned Publishing to explore the power of storytelling, purpose, and the legacy we are building every day. Caleb shares his path from journalism to helping others uncover and own their personal…
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Philanthropic Legacies: The Art of Giving Wisely with Jeff Wallace
In this episode of Entrepreneurial Legacies, we sit down with Jeff Wallace, President of the National Christian Foundation in Chicago, for a thoughtful conversation about generosity, purpose, and the ripple effect of small acts done faithfully over time. Jeff shares how a mindset of service…
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Philanthropic Legacies: The Ascending Generation with Kate Gardner
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kate Gardner for an honest and deeply personal conversation about inheriting wealth at a young age and the journey that followed. Kate opens up about navigating sudden wealth syndrome and with it, the emotional challenges,...
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Choosing Clearwater Capital by Kevin Rochford
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kevin Rochford for a thoughtful discussion on modern wealth management, legacy planning, and the evolving nature of client relationships. Drawing on decades of experience across global markets, family advisory work, and...
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Private Market Participation & Portfolio Construction with Tyler Beachler
In this episode of Clear Conversations, John Sleeting sits down with Tyler Beachler, Deputy Chief Investment Strategist at Clearwater Capital, for a clear, practical introduction to the world of private markets. Building on earlier conversations about the entrepreneurial life cycle, they explore...
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Family Governance: The Psychology of Inter-Generational Wealth with Gary Shunk
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Gary Shunk from Aligned Family, a prominent voice in wealth psychology. They discuss the intricate connections between money, family, and identity. The conversation delves into what occurs when families experience…
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Family Governance: The Williams Group Bridging Generations with Amy Castoro
In this episode of "Clear Conversations: Entrepreneurial Legacies," John Sleeting sits down with Amy Castoro, President of The Williams Group, to explore what it truly takes to prepare families for a successful wealth transition. Amy shares insights from her years of experience working with...
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Family Governance: How Families Thrive Across Generations with Kirby Rosplock
What does it take to build a family legacy that lasts? In this episode of Entrepreneurial Legacies, host John Sleeting sits down with Dr. Kirby Rosplock, PhD, Founder & CEO of Tamarind Partners and Tamarind Learning, to unpack the complexities of managing wealth across generations. Born into a...
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Crypto Decoded: DeFi, Tokens & Beyond with Hunter Sims
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Hunter Sims, Associate Director at the Cambridge Centre for Alternative Finance (CCAF) at the University of Cambridge Judge Business School. Hunter works at the forefront of financial innovation, focusing on how digital...
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M&A An Investment Banker's Perspective with Chris Geyer
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Chris Geyer of Hennepin Partners to unpack the often-complex world of investment banking and mergers & acquisitions (M&A). Chris shares his professional journey, from his early days in the industry to his current role, and...
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Clearwater's 5th Annual Charity Supercar Show
Join host John Sleeting for a special edition of Entrepreneurial Legacies, celebrating the people, stories, and purpose behind Clearwater's 5th Annual Charity Supercar Show. In this episode, we spotlight the true power of community through conversations with passionate entrepreneurs, generous...
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M&A and Who We Become in the Process with Jeff Haanen
In this episode of Clear Conversations, John Sleeting sits down with Jeff Haanen for an insightful discussion about the challenges business owners face during major transitions, particularly during mergers and acquisitions. Drawing from his personal and professional experiences, including his...
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M&A From the Boardroom with Kip Pendleton
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting is joined by Kip Pendleton, an experienced leader in agriculture and mergers and acquisitions, for a candid discussion about what it takes to grow, optimize, and transition a business. Drawing on his recent work with...
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M&A From Vision to Exit with Garry Krum
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting interviews Garry Krum, founder and chairman of Agora Consulting. Together, they delve into the strategic aspects of building, growing, and eventually transitioning a business. With years of hands-on experience in...
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M&A and the Art of the Roll-Up with Joe Kuchta
In this episode of Clear Conversations: Entrepreneurial Legacies, host John Sleeting is joined by Joe Kuchta, a seasoned leader in the advertising and marketing space, to share his path from corporate life to entrepreneurial success. Joe reflects on the pivotal moment he left a stable role at a...
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Beyond the Listing with Anna Fiascone and Natalie Ryan
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Anna Fiascone and Natalie Ryan, two powerhouse luxury real estate agents serving Chicagoland's western suburbs. With impressive professional backgrounds—Anna in law and Natalie in marketing and advertising—they joined…
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Bidding Big and Thinking Bigger with Tim Lynn
In this episode of Clear Conversations' Entrepreneurial Legacy Series, host John Sleeting sits down with Tim Lynn—entrepreneur, philanthropist, and founder of NIR Roof Care Inc.—to explore his extraordinary journey. As NIR celebrates its 45th anniversary, Lynn reflects on his path from high…
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Clearwater Capital Partners: Reflecting on Growth, Values, and the Road Ahead
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting welcomes back John Chapman, Founder, and CEO of Clearwater Capital Partners, to discuss the firm's evolution and future vision. Chapman shares insights on Clearwater Capital's strategic growth, operational…
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Reflecting on 24 Episodes to Ignite Your 2025 with Katie Berganske-Frank
As we welcome 2025, this special episode of Clear Conversations - Entrepreneurial Legacies offers a moment to reflect and refocus. Host John Sleeting is joined by Katie Berganske-Frank, Chief Revenue Officer at Clearwater Capital Partners and one of the primary forces behind the podcast's initial...
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Wealth, Legacy, and Giving with Valerie Hogan
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP ®, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie's journey spans from aspiring science student to…
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The Power of Purpose with Melissa Whitaker
Join host John Sleeting as he welcomes Melissa Whitaker, founder and CEO of Melissa Whitaker International and co-author of two books (Beat the Curve and Pushing to the Front), to explore her holistic approach to consulting, centered on leadership, culture, wellness, and sales training. In this...
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Corporate to Family Business CEO with Jae Haas
Join John Sleeting as he welcomes Jae Haas, a CEO and entrepreneur whose diverse business experience offers fresh insights into leadership and family business dynamics. Jae shares his journey from the telecommunications and railroad sectors to becoming a non-family member CEO at Transnational...
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From CFO to CEO with David Saporta
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with David Saporta to explore the intersection of entrepreneurship, family business dynamics, and personal faith. David, who climbed the executive ladder at Road Ranger from CFO to CEO, shares his journey of...
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Non-Family CEO in a Family Business with Terry Graber
Join John Sleeting as he sits down with Terry Graber, retired CEO of Power Construction, in an insightful dialogue on navigating the unique nuances and intricacies of serving as a non-family member CEO within a family-run business. Their discussion explores aspects such as succession planning…
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4th Annual Charity Supercar Show- Community Impact & Support
Join John Sleeting for a special edition of the Entrepreneurial Legacies Podcast as we dive into the excitement and community spirit of the Clearwater Capital Foundation's 4th Annual Charity Super Car Show. This episode shines a light on the power of community impact and support, featuring...
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Family Office Services & The Family Wealth Alliance Story with Thomas Livergood
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with Thomas (Tom) Livergood, the visionary Founder of the Family Wealth Alliance. Tom shares his journey from growing up in a small-town and running a third-generation family business to leading an…
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Crafting Tequila, Building Legacy with Lizzy Lopez
Join host John Sleeting as he sits down with Lizzy Lopez, Founder and CEO of 1349 Tequila, to explore the concept of legacy and its profound impact on her entrepreneurial journey. Lizzy reflects on her formative years in both Chicago, Illinois and Arandas, Jalisco Mexico, expressing deep pride in...
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Passion Assets with Sameer Naseeruddin and James Chapman
In this episode, host John Sleeting welcomes Dr. Sameer Naseeruddin, President of Skybalance Med Spa, and James Chapman, Senior Wealth Advisor with Clearwater Capital, for an engaging conversation about the crossroads between entrepreneurial success and the pursuit of personal fulfillment through...
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Stewardship of a Saved Life with Jeff Miller
Step into the world of entrepreneurial wisdom with John Sleeting as he sits down with Jeff Miller, the CEO and founder of Divine Signs. In this episode, Jeff shares his personal thoughts on legacy, emphasizing the significance of leading a life that is both followable and faithful. Delving into…
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"Currency of Legacy" with Garrett Sweigert
Step into the entrepreneurial world with John Sleeting as we introduce Garrett Sweigert, President of BLK OUT Logistics. In this episode, Garrett engages in a candid and insightful conversation that unveils the "behind the scenes" aspects of his journey – from driving a single truck to…
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Strategic Entrepreneurial Planning with Jeff DeHaan and Kevin Nolte
In this episode, host John Sleeting is joined by colleagues Jeffrey P. DeHaan, CFP®, and Kevin Nolte, CPA, AWMA®. Jeff DeHaan, a Partner, and Senior Wealth Advisor at Clearwater Capital Partners is dedicated to serving successful business owners and professionals with a strong commitment to...
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3rd Generation of Risk Management with Dave Meyer
Join John Sleeting and guest Dave Meyer, President of CFM Insurance, Inc., an auto, home, commercial, and group benefits insurance agency established in 1929. Dave, an industry leader, emphasizes the depth of insurance beyond a commodity. Explore entrepreneurial challenges and the importance for...
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31 Gospel Patrons with John Rinehart
Join us as we connect with John Rinehart, an entrepreneur who has devoted his life to inspiring and empowering a generation of gospel patrons. In this episode, John shares his transformative journey from the business world to the launch of Gospel Patrons, shedding light on how generosity and...
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The Power of Storytelling with Tricia Osolin
In this episode, your host, John Sleeting, sits down with Tricia (Felice) Osolin, the CEO and Founder of Redmark, a dynamic consulting firm with a laser focus on helping organizations carve their path to top-line growth through the art of storytelling and authentic audience connection. Join us as...
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Problem Solving & Intentionality with The Binning's
Join host John Sleeting of Clearwater Capital Partners, as he sits down with Tim and Laura Binning, an entrepreneurial couple with 26 years of experience working together in the real estate industry. Tim and Laura share their entrepreneurial journey, emphasizing the importance of hard work,...
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Philanthropic Strategies with Heather Larson
In this episode of Clear Conversations, we sit down with Heather Larson, the Founder and Principal Advisor of LiveGive, for a discussion on entrepreneurial legacies and the vital role of strategic philanthropy. Heather shares her valuable insights on legacy, stewardship, and the importance of...
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Entrepreneurial Lifecycle Investing with Tyler Beachler
Join us as we sit down with Tyler Beachler, CFA, Partner, and Deputy Chief Investment Strategist at Clearwater Capital Partners. Drawing from his diverse financial experience, Tyler shares insights into effective investment management throughout the entrepreneurial journey. From the early stages…
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Private Equity with Jim Kandilas
Join us as we sit down with Jim Kandilas, the CEO of The Shelby Group as he guides us through his transformative trajectory, spanning from early entrepreneurial aspirations to his tenure within the big 6 accountancy firms, and culminating in the creation and development of his own consultancy…
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The Journey with John and Stacey Pitzaferro
Join us as we sit down with John and Stacey Pitzaferro, a couple whose entrepreneurial journey starts at a young age and embodies love, resilience, and triumph. Together, they share their highs and lows personally and professionally, persistence in the face of failure, and the lessons they've...
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Navigating Legacy as 5th Generation with Joe Pringle
In this episode, we sit down with Joe Pringle, the President of NCF Chicago. Join us as Joe takes us on a journey spanning 400 years, exploring the deep-rooted legacy that Joe's family has cultivated, the dynamics of a multigenerational business, one business going public, another being sold, and...
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Empowering Youth, Driving Innovations with Terrance Wallace
In this episode, we speak with Terrance Wallace, Founder of the nonprofit InZone and Co-Founder of Scan One. Join us as Terrence, an accomplished entrepreneur with a deep-rooted passion for creating opportunities and breaking the cycle of poverty, takes us on a journey of resilience, faith, and...
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Interdependence with Kenny Cox
In this episode, we speak with Kenny Cox, Founder and CEO of Cox Family Holdings and Owner of Exacto, Inc. Join Kenny as he takes us on a journey through his entrepreneurial beginnings, emphasizing the importance of interdependency, continuous learning, and personal growth. Kenny shares his…
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John Chapman's Inspirational Path
In this episode, we speak with John Chapman, Founder and CEO of Clearwater Capital Partners, as he shares his inspiring journey and the secrets behind his firm's 17-year longevity. Join us as we explore John's motivations, discuss the "Burn the Boats" mentality, dig into the significance of...
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Introduction to Entrepreneurial Legacies
The "Entrepreneurial Legacies" series, hosted by John Sleeting, CCP Executive Partner and Family Office Services leader, delves behind the scenes into the stories and experiences of entrepreneurial families as a catalyst for learning and inspiration. John facilitates the conversation with guests...
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ABOUT THIS SHOW
Welcome to Entrepreneurial Legacies, brought to you by Clearwater Capital Partners, a multi-family office and wealth management firm dedicated to inspiring and empowering clients to live with confidence, joy, and a spirit of abundance. Dive into the principles of financial stewardship, multigenerational wealth planning, and the evolving landscape of family office advisory, offering practical insight for investors, business owners, and families seeking long-term financial clarity.The Entrepreneurial Legacies series, hosted by John Sleeting, Managing Partner of Family Office Services at Clearwater Capital Partners, takes listeners behind the scenes of entrepreneurial families and business founders. Each episode explores real-world journeys that include launching new ventures, leadership challenges, scaling for growth, liquidity events, estate strategy, investment decision-making, philanthropy, and family governance. Through candid conversations and firsthand perspectives, listeners gain
HOSTED BY
Clearwater Capital Partners
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Frequently Asked Questions
How many episodes does Entrepreneurial Legacies have?
Entrepreneurial Legacies currently has 49 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Entrepreneurial Legacies about?
Welcome to Entrepreneurial Legacies, brought to you by Clearwater Capital Partners, a multi-family office and wealth management firm dedicated to inspiring and empowering clients to live with confidence, joy, and a spirit of abundance. Dive into the principles of financial stewardship,...
How often does Entrepreneurial Legacies release new episodes?
Entrepreneurial Legacies has 49 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Entrepreneurial Legacies?
You can listen to Entrepreneurial Legacies 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 Entrepreneurial Legacies?
Entrepreneurial Legacies is created and hosted by Clearwater Capital Partners.
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