In this episode of Legacy Listens, Senior Advisor and Partner Matt Kulp interviews Wayne Herring, founder of Business Builder Camp, about the transformative power of coaching for business owners. Matt shares how working with Wayne over the past three years has shaped his growth, from building a five-year strategic plan to leveraging peer advisory boards and one-on-one coaching. Wayne discusses the inspiration behind Business Builder Camp, the value of collaboration among diverse leaders, and the importance of visionary and integrator roles in driving business success.Tune in for actionable insights to elevate your leadership and build a thriving business!

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

In this special episode of Legacy Listens, COO, Natalie Hodak interviews Senior Partner, Matt Kulp about his transformative sabbatical after 23 years of leadership at Legacy Planning Partners. Matt shares how intentional preparation with his team ensured business growth during his absence and reflects on the challenges of stepping away. He discusses the importance of proactive planning, clear communication, and leaning on a strong support network. Matt also opens up about navigating personal challenges and finding renewed purpose. Discover how sabbaticals can inspire both personal growth and sustainable business practices in this insightful conversation.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

In this episode of Legacy Listens, host Robert Wermuth sits down with Irina Baranov, a globally recognized executive coach and keynote speaker, for an inspiring conversation about leadership, personal growth, and wealth management. Irina shares her remarkable journey into executive coaching and peer group leadership, offering insights into her work with high-level groups like Vistage and TIGER 21. Listen in as she discusses the transformative TIGER 21 experience, where ultra-high-net-worth members navigate their wealth journey from financial success to a life of deeper significance. Packed with Irina's wisdom on fostering human development alongside business success, this episode provides invaluable perspectives for leaders seeking to make a lasting impact.

For more information about Irina, please visit at https://www.linkedin.com/in/irinabaranov/

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Robert Wermuth on Legacy Listens bring you the remarkable story of Josh Johnston, Field Director for the Harambee Foundation and Founder of the Manyara Holistic Center (MAHOCE) in Tanzania. Joshua shares about his Pennsylvania roots to his transformative work in East Africa, he also discusses his journey of self-discovery and the powerful mission behind his efforts to keep street children in school. Together, we’ll explore the challenges, triumphs, and the lasting impact of the center on the local community. Tune in for an inspiring conversation about resilience, transformation, and the power of small actions to create big change.

For more information about Joshua and the Harambee Foundation, please visit at www.harambeefoundation.org.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Robert Wermuth on Legacy Listens and Michael Simpson, Managing Partner at Brinker Simpson & Company, LLC. With over 30 years of experience, Michael breaks down the essentials of business valuations, covering their importance in retirement planning, partner disputes, and more. Whether you're a business owner or just curious about valuation methods, this episode is packed with insights.

For more information about Mike Simpson please visit him at https://www.brinkersimpson.com.
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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Robert Wermuth on Legacy Listens and Dirk Simpson, Partner at Royer Cooper Cohen Braunfeld where they talk about the world of business succession and estate planning. They explore key strategies for ensuring a smooth transition of business ownership, tax-efficient wealth transfer, and the nuances of various trust structures like Spousal Lifetime Access Trusts (SLATs) and Grantor Retained Annuity Trusts (GRATs). Dirk shares practical insight on preparing your business financially, the importance of discounting in gifts, and leveraging charitable giving as a tool for family estate planning. Whether you're a business owner or a financial advisor, this episode is packed with valuable insights to help you finish strong and protect your legacy. Stay tuned for an in-depth conversation that's sure to elevate your understanding and approach to estate planning.

For more information about Dirk Simpson please visit him at https://www.rccblaw.com/people-dirk-simpson.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Robert Wermuth on Legacy Listens and Jack Terrill, an Estate Planning Attorney and Senior Partner at Heckscher, Teillon, Terrill & Sager. With over 30 years of experience, Jack specializes in asset protection, complex estates, and family governance.

As a fellow of the American College of Trust and Estate Counsel (ACTEC), Jack's insights into charitable planning, fiduciary litigation, and estate settlement are invaluable. His firm, comprising 22 dedicated lawyers, focuses exclusively on trusts and estates, serving high-net-worth families and individuals.

In this episode, Jack discusses family governance—an often overlooked but crucial aspect of multi-generational wealth management. He shares strategies to preserve wealth and values across generations, ensuring a lasting legacy. Whether you're navigating estate complexities or planning for the future, Jack offers practical insights for securing your family's legacy.

Join us on Legacy Listens as we uncover the secrets to enduring family legacies with Jack Terrell. For more information, please visit Jack at https://www.htts.com/attorney/john-a-terrill-ii/

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Matt Kulp on Legacy Listens as he sits down with Mike Snedeker, pastor of Community Evangelical in Sinking Spring, Pennsylvania. They explore how business owners can benefit from this practice traditionally seen in the educational sectors. Mike shares his personal journey leading up to a three-month sabbatical, how he managed the daily pressures of his role, and the profound impact of rest and delegation on both his personal well-being and the growth of his team. Whether you’re a business owner contemplating a sabbatical or simply curious about its benefits, this episode is packed with valuable insights and actionable advice. Tune in to learn how taking a structured break could be the key to sustaining success and fostering leadership within your organization. Enjoy the conversation and get ready to be inspired!

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.