Business Legacy

Curious about the shift toward creating financial legacies that impact families in real-time? Join us for a transformative conversation with Brett Bernstein, CEO and co-founder of XML Financial Group, as we explore his journey from a major financial institution to starting his own independent firm. Brett opens up about

Discover how a pilot's dream of starting an airline unexpectedly paved the way to a fulfilling career in estate planning. Meet Kevin Quinn of Legacy Counselors, who shares his remarkable journey and the invaluable lessons learned from mentors that shaped his pioneering approach. This episode promises to redefine your u

What if you could preserve the voices and stories of your loved ones for future generations? Join us as we sit down with Charlie Greene, the co-founder of Remento, who shares how the loss of his father and his mother's battle with cancer inspired a revolutionary way to capture family legacies. Through Remento, Charlie

What happens when a legal expert in international taxation pivots to tackle the complexities of freelance workforce management? Join us as we explore Pavel Shynkarenko's remarkable journey from law offices in Ukraine to the bustling entrepreneurial scene in Moscow. Pavel, the CEO and founder of Mellow, shares how his e

Discover the secrets behind scaling a regional construction company to a national powerhouse with Clark Lowe, the dynamic CEO and President of O'Connor Company. Have you ever wondered what it takes to tap into a nationwide talent pool while redefining roles within an industry known for its traditional practices? Join o

How can businesses safeguard themselves against economic uncertainties using the 831B tax code? Join us as we welcome Van Carlson, the innovative founder and CEO of SRA831B, who unveils the potential of this tax code as a powerful tool for business risk management. From the complexities of the 1986 Tax Reform Act to th