Living Your Legacy by Confluence Financial Partners

What if your doctor had the time to really know you, your stress, your sleep, your goals, and the life you actually want to live?In this episode, we sit down with Dr. Sunjay Mannan, founder of Health Is Wealth Concierge Medicine, to explore what proactive, personalized healthcare really looks like and why it may be one of the most powerful investments you can make in your future.CHAPTERS:00:36 - Welcome to Living Your Legacy01:01 - Meet Dr. Sunjay Mannan02:38 - What Is Concierge Medicine04:00 - What a Patient Says About Sunjay04:17 - Healthspan vs. Lifespan05:08 - Sleep, Data, and Readiness05:50 - The Concierge Model vs. Fee-Based Advising08:15 - Using AI in Medicine09:14 - Stress and How to Manage It12:06 - What Does Concierge Medicine Cost14:06 - Going Into Patients' Homes14:38 - Lessons from a 104-Year-Old Patient16:07 - Living Intentionally18:36 - Exercise, ADHD, and Dementia19:50 - What Exercise Really Means at 5521:06 - The Diet Basics That Actually Work24:02 - How Long Until You See Results25:22 - Questions to Ask Your Doctor27:54 - Women's Health and Hormone Therapy29:45 - Legacy and Eulogical ValuesGUESTDr. Sunjay Mannan — Founder, Health Is Wealth Concierge MedicineHOSTGreg Weimer — Founder and CEO, Confluence Financial PartnersTOPICSHealth & Wellness, Growth, Faith & Purpose

He lost all his confidence in high school. Then Chris Lee discovered what happens when you fall in love with the process.Greg Weimer sits down with Chris Lee — Managing Director and COO of Dickie, McCamey & Chilcote — to talk about losing direction, finding it in lawschool, and building a three-decade career on showing up and doing things the right way. Chris shares the story behind the Chi-Chi's hepatitis Aoutbreak, the lunch table where real mentorship happened, and the father who set the standard he still follows.In this episode, we cover:01:08 - Intro01:39 - Welcome and Chris Lee's background03:33 - Losing confidence in high school06:03 - Meeting Christy and turning it around at IUP07:06 - Duquesne Law School and finding his process10:11 - Clerking at Dickie McCamey and firm culture12:13 - The Chi-Chi's hepatitis A outbreak15:20 - Career growth from national outbreaks16:09 - Mentorship, in-person culture, and the PPG Place table19:10 - Christy's role and the cost of building a practice21:03 - Father Don Lee — Navy vet, federal judge, life model24:43 - Catholic Charities and giving back to the community27:23 - Legacy, grandkids, and what matters mostGuest: Chris Lee, Managing Director & COO, Dickie, McCamey & Chilcote Host: Greg Weimer, CEO, Confluence Financial PartnersTopics: Leadership, mentorship, confidence, law, food safety, Catholic Charities, family legacy, Pittsburgh

A childhood in her mother's studio. A career in behavioral health. Then Betsy Wentz went back to the thing she loved.Greg Weimer sits down with Betsy Wentz — nationally recognized interior designer, author of Design Happy, and a woman who traded a career inbehavioral health for the studio floor. Betsy talks about collaboration, saying yes to opportunity, and what caring for her mother through Alzheimer'staught her about what belongs inside a home.In this episode, we cover:00:40 - Intro01:13 - Greg's first impression and Betsy's publications02:34 - How a 26-year career happened without a plan04:18 - Growing up in her mother's design studio05:05 - Psychology degree, Western Psychiatric, and career pivot06:25 - Family reaction and the decision to join her mother's business07:56 - Working alongside her mother and the Alzheimer's years10:07 - Drive, resilience, and the house fire that rebuilt the business14:03 - The role of a supportive spouse in building the brand15:44 - Kips Bay, national press, and the cover of House Beautiful16:29 - The design process — requiring client participation20:18 - Design philosophy, her mother's sayings, and the book23:48 - Running at full speed — how they both operate28:08 - Morning routines, productivity, and knowing which balls to drop30:06 - Life is short — legacy, intention, and no regrets31:05 - Launching a furniture line and saying yes to everything33:50 - OutroGuest: Betsy Wentz, Founder & Principal Designer, Betsy Wentz Interior DesignHost: Greg Weimer, CEO, Confluence Financial PartnersTopics: Interior design, career reinvention, collaboration, resilience, Alzheimer's caregiving, creative entrepreneurship

Ryan Malone spent 12 years in the NHL. Then the jersey came off, and he had to figure out who he was without it.Greg Weimer sits down with Ryan "Bugsy" Malone — former Pittsburgh Penguin and Tampa Bay Lightning forward — to talk about the identity crisisafter retirement, the mental health struggles he kept hidden during his playing days, and the faith and family that carried him through. Ryan shareshow the Malone Family Foundation now serves veterans and first responders through hockey and wellness programs in Pittsburgh.In this episode, we cover:00:38 - Intro03:03 - Growing up in Pittsburgh as a hockey kid04:02 - Dad's role in the Penguins organization and scouting Jagr05:10 - Herb Brooks' boot camp in Minnesota at age 1506:44 - Sid's discipline and what separates elite players08:48 - Twelve years in the NHL — the career arc12:06 - Identity crisis and getting lost after retirement12:41 - Stay-at-home dad, volunteer fire school, finding purpose14:11 - Checking into a mental hospital and finding faith19:10 - Mind, body, spirit — how the system works21:32 - Saving RMU's Division I hockey programs23:14 - Malone Family Foundation and the Pittsburgh Warriors25:07 - The 22-a-day crisis and using hockey to heal veterans27:14 - The training camp model — sleep, nutrition, breath work30:39 - Living in Tampa and the pH, alkaline water connection34:04 - Closing reflection — the lost years created the missionGuest: Ryan Malone, Founder, Malone Family Foundation Host: Greg Weimer, CEO, Confluence Financial PartnersTopics: Mental health, identity after sports, faith, philanthropy, veterans, first responders, NHL, Pittsburgh

Welcome to the Living Your Legacy podcast, where we explore the stories and mindsets of people who are intentionally shaping their lives and impact. Hosted by Greg Weimer, each episode offers real conversations and practical insights to help you live with purpose, define success, and build a meaningful legacy.