Let's Talk Legacy show

Let's Talk Legacy

Summary: What does it mean to build and maintain a legacy, either in business, or for your loved ones? What tools and resources are available to help? Join the discussion as host Gary Michels, along with exciting guests and real listeners just like you, tackle the answers to these questions, and learn how to grow today, for a better tomorrow. Southwestern/Great American, Inc., dba Southwestern Family of Companies, for itself and its related entities and their assigns, reserves and retains all rights to their copyrighted materials and trademarks contained in this podcast.

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  • Artist: Southwestern Family of Podcasts
  • Copyright: Copyright 2024 Southwestern Family of Podcasts

Podcasts:

 The Winning Ticket, with Jeff Morander | File Type: audio/mpeg | Duration: 24:54

Jeff Morander, a ticketing executive with over 30 years of proven experience directing sales strategy across the NHL, NBA, WNBA, and the NFL, talks about playing a key role in the NHL Winter Classic and NHL All Star Games, the differences in working on both sides of the American/Canadian border, skill vs. will, and being the stepping stone for others.

 CLIP: Donor Vs. Philanthropist | File Type: audio/mpeg | Duration: 03:43

Joe Phoenix, the co-founder and CEO of Givinga, a financial technology firm focused on redefining philanthropy through modern technology, explains the difference between donation and philanthropy, why philanthropy has a bit of an uppity reputation, and what some of the common roadblocks have been for people of ordinary income wanting to make charitable gifts. Hear Joe's full interview in Episode 24 of Let's Talk Legacy.

 Givinga Back, with Joe Phoenix | File Type: audio/mpeg | Duration: 28:23

Joe Phoenix, the co-founder and CEO of Givinga, a financial technology firm focused on redefining philanthropy through modern technology, covers the changing definition of philanthropy, the culture-building strength of giving together, his 5 main rules to follow for building and managing teams, the leadership value of being the dumbest person in the room, not being afraid to set your "BHAG" (Big Hairy Audacious Goal), and creating "legacy impact".

 CLIP: The Hero's Journey and the 4 S's of Business | File Type: audio/mpeg | Duration: 02:27

Stephen Shortt, head of Successful Succession, former global chair of the Global Student Entrepreneur Awards, and a coach for accelerator companies scaling up their businesses, shares why business succession is a hero's journey and the analogue between Star Wars and the entrepreneurial world, as well as the 4 things that can happen to a company during generation turnover (stop, sell, survive, or scale). Hear Stephen's full interview in Episode 23 of Let's Talk Legacy.

 Successful Succession, with Stephen Shortt | File Type: audio/mpeg | Duration: 26:55

Stephen Shortt, head of Successful Succession, former global chair of the Global Student Entrepreneur Awards, and a coach for accelerator companies scaling up their businesses, shares why business succession is a hero's journey and the analogue between Star Wars and the entrepreneurial world, plus a business succession lesson from Apple, the story of launching his first business at 9 years old, the karma of marketing, the 4 things that can happen to a company during generation turnover (stop, sell, survive, or scale), how to avoid being at your parent's throats, and why legacy isn't just what you're leaving FOR your kids, it's also what you're leaving IN them.

 CLIP: What the History Books Got Wrong | File Type: audio/mpeg | Duration: 03:03

H.H. Leonards, author, Founder of the O Museum in The Mansion in Washington, DC, Co-Founder of the nonprofit organization 51StepsToFreedom.org, and a close personal friend of civil rights hero Rosa Parks, details why every history book is plain wrong about the Montgomery bus boycott, and Parks' role as a silent, uncredited founder of the National Organization for Women (NOW). Hear the full interview with H.H. Leonards in Episode 22 of Let's Talk Legacy.

 The Struggle Continues: The Legacy of Rosa Parks, with H.H. Leonards | File Type: audio/mpeg | Duration: 26:09

H.H. Leonards, author, Founder of the O Museum in The Mansion in Washington, DC, Co-Founder of the nonprofit organization 51StepsToFreedom.org, and a close personal friend of civil rights hero Rosa Parks, details why every history book is plain wrong about the Montgomery bus boycott, how Parks' relation to race and civil rights was much more complex than black and white, the prophetic statement that Parks lived by which has now come true, and how "ego" is really an acronym, plus the way she converted a KKK member to a friend, her role as a silent, uncredited founder of the National Organization for Women (NOW), an unexpected connection to Prince and the Eagles, and the power of Park's continued legacy.

 CLIP: Clients are Family and Families are Clients | File Type: audio/mpeg | Duration: 03:37

Chase Bridwell, insurance producer and Business Development Manager at Southwestern Insurance Group, talks about how insurance agents can be hugely integral to community impact, and how he treats clients like family to better understand their needs. Hear Chase’s full interview in Episode 21 of Let’s Talk Legacy.

 Strength In Numbers, with Chase Bridwell | File Type: audio/mpeg | Duration: 24:12

Chase Bridwell, insurance producer and Business Development Manager at Southwestern Insurance Group, talks about going through "business bootcamp" with Southwestern Advantage, the lessons learned from watching his dad's business, how insurance agents can be hugely integral in the community, motivation from Will Smith, making insurance cool again with a young team, getting to know clients like family, and helping them build and protect their legacy.

 CLIP: Meaning Making Creatures & Cleaning the Clutter | File Type: audio/mpeg | Duration: 03:40

Kristin Keffeler, Founder of Illumination360, Dean of Positive Psychology for the Purposeful Planning Institute, certified trainer, author, and co-founder of the Beneficiary Bootcamp, explains why impact = meaning + mattering, and outlines the 4 types of "clutter" commonly attached to legacy or wealth. Hear Kristin’s full interview in Episode 20 of Let’s Talk Legacy.

 The Myth of the Silver Spoon, with Kristin Keffeler | File Type: audio/mpeg | Duration: 25:41

Kristin Keffeler, Founder of Illumination360, Dean of Positive Psychology for the Purposeful Planning Institute, certified trainer, author, and co-founder of the Beneficiary Bootcamp, explains the 3 steps to creating a tighter family and tighter vision, why impact = meaning + mattering and how no one has a neutral relationship with money, the 4 types of "clutter" attached to legacy and wealth, the 5 components to human flourishing, and the research in her new book "The Myth of the Silver Spoon" and the way that navigating family wealth can lead to an impactful legacy. Mentioned in the show: Character Strength Assessment Test at ViaCharacter.org

 CLIP: The Encore Her Father Never Got to Give | File Type: audio/mpeg | Duration: 03:51

Amanda Holmes, CEO of Chet Holmes International, shares the chaos of taking over the reins from her legendary father, writing a chapter over 100 times, making a new legacy for her company and family, and creating the encore her father never got to give. Hear Amanda's full interview in Episode 19 of Let's Talk Legacy.

 The Ultimate Sales Machine, with Amanda Holmes | File Type: audio/mpeg | Duration: 22:55

Amanda Holmes, CEO of Chet Holmes International, shares the chaos of taking over the reins from her legendary father, the secrets to doubling sales and reducing stress, the "Dream 100" & the "Target 12", planting seeds vs closing deals, writing a chapter over 100 times, making a new legacy for her company and family, and creating the encore her father never got to give, plus makes an exclusive public announcement for the first time.

 CLIP: We Can't Breathe | File Type: audio/mpeg | Duration: 03:48

Emerald Garner, author, activist, and the youngest daughter of Eric Garner, talks about what her father was like on a personal level, shares a fond Christmas memory, and talks about the ongoing focus of We Can't Breathe, Inc, the nonprofit she founded and leads in her dad’s memory. Hear Emerald's full interview in Episode 18 of Let's Talk Legacy.

 Finding Her Voice, with Emerald Garner | File Type: audio/mpeg | Duration: 21:59

Emerald Garner, author, activist, and the youngest daughter of Eric Garner, talks about tangling with the legacy of her father, grieving publicly and with purpose, founding and leading the nonprofit We Can't Breathe, Inc in her dad’s memory, pushing forward for justice and compassion, and finding her own voice in the middle of a movement.

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