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Legacy Listens

Legacy Planning

Legacy Listens we have honest conversations with thought leaders in the financial services industry. We will share steps on how to build wealth intelligently. You will hear from experts in Investment Management, Business Succession, Family Office Services, and Income and Estate Tax Planning. Thank you for joining us. For questions, visit us at Legacy Planning at legacy-online.com.

PublishesMonthlyEpisodes65Founded4 years ago
Categories
BusinessManagementInvesting

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Latest Episodes

In this episode, host Rob Wermuth sits down with Zane Tarence, Managing Director at Founders Advisors, investment banker, and author of 17 Reasons Your Company's Not Investment Grade and What to Do About It.

With over 25 years of experience and mo... more

In this episode, host Rob Wermuth is joined by Jason Frank, Chief Operating Officer at SpecterOps, to explore one of the most critical issues facing businesses today: cybersecurity. With a background in penetration testing, threat hunting, and enterp... more

In this episode, host Rob Wermuth sits down with Andy Greenberg, CEO of Greenberg Variations Capital, a boutique investment banking firm focused on highly targeted middle-market transactions.

Together, Rob and Andy unpack the evolving business tran... more

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 f... more

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How many episodes of Legacy Listens are there?

Legacy Listens launched 4 years ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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