Business Legacy
by Legacy Planner For Serial Entrepreneurs | Strategic Advisor · 281 episodes
BusinessEntrepreneurship
The Legacy Podcast is a series of conversations with business owners who share their journey to financial freedom and the legacy they want to leave for the next generation. Their stories are empowering, educational, and encouraging.
Latest episodes
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50 min
What Really Matters When Success Gets Redefined
Some of the most successful careers were never planned. In this episode of the Business Legacy Podcast, Paul Dio sits down with Paige Arnof-Fenn, founder and CEO of Mavens & Moguls…
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25 min
Pass Down a Thought Process, Not Just Assets
Most business owners already have the advisors. A CPA, an attorney, a financial advisor, an insurance professional. What they rarely have is a team. In this episode of the Business…
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30 min
Why Your Best Successor might not be anything like you
Most personality tests tell you how someone behaves. Very few tell you why. In this episode of the Business Legacy Podcast, Paul Dio sits down with Karl Hebenstreit of Perform and…
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23 min
Legacy is Becoming the Person Who Opened the Door
The fashion industry has a trust problem. Consumers are no longer sure what their clothes are made of, whether sustainability claims are real, or whether the brands they buy from a…
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30 min
Beyond Numbers Embracing Entrepreneurial Passion
Discover the transformative journey from corporate finance to entrepreneurial success with Shanli Liu, founder of Freedom Folio. What if leaving a steady career could lead to a mor…
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33 min
The Generalist Who Became an Accountant
In this episode of Business Legacy Podcast, Paul Dio sits down with Seth Kamens, founder of Kamens CPA, for a conversation that is as refreshingly honest as any the show has produc…
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24 min
An entertainment attorney on soul reciprocity, identity, and the relationships that deplete you without your p…
In this episode of Business Legacy Podcast, Paul Dio sits down with Heather Beverly an entertainment attorney, author, and founder of both the Law Offices of Heather Beverly and So…
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25 min
The Unexpected Journey From Law to Legacy
In this episode of Business Legacy Podcast, Paul Dio sits down with Daniel Boettcher, founder of The Intrepid Wendell, for one of the most quietly extraordinary conversations the s…
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37 min
A patent attorney on trust, intellectual property, and the human work technology can't replace
In Episode 274 of the Business Legacy Podcast, Paul Dio sits down with Daniel Scola Jr., managing partner of Hoffmann & Baron, for a wide-ranging conversation about intellectual pr…
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28 min
A performance psychologist on confidence, resilience, and the identity work that outlasts the medal
Paul sits down with Dr. Jim Taylor — performance psychologist, former U.S. Ski Team competitor, and founder of Prime Mind for a conversation that traces a career built on a single…
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23 min
Clients Don't Want the Newsletter They Want It Sent
In this episode, Paul Dio sits down with Jason Bagley, founder of Growth Experts, joining all the way from Cape Town, South Africa. Jason's story is a study in what happens when a…
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22 min
Marketing Has No Quick Fix
In this episode, Paul Dio sits down with Jennifer Lehman, founder of Forward Thinking, for a conversation that starts on a golf course and ends up somewhere much deeper. A conferen…
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27 min
Where Small Businesses Should Actually Start With AI
In this episode, Paul Dio sits down with Jonathan Feldman, founder of NextCoreFlow, an automation and AI integration consultancy for small and medium-sized businesses. Jonathan is…
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25 min
Turning Data Into Direction for Schools
In Episode, Paul Dio sits down with Dr. Nicole Aliotto, founder and CEO of Alla Breve Consulting, for a conversation about what good education actually looks like — and why the eas…
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31 min
Designing the 15 accounting practice to serve your life and make an impact
Erica Goode spent her early career on the traditional accounting track — Big Four, Fortune 50 finance, the late nights and missed dinners that come standard with the path. Then she…
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17 min
Why Your Business Might Not Need More AI It Might Just Need Better Thinking
Most business owners hear "AI" and immediately think: we need that. Myles Harrison thinks the opposite — and he built a company around it. Myles is the founder of Praktikai, a bout…
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19 min
The LinkedIn Blind Spot Costing Executives Their Next Job
When Carol Kaemmerer's 20-year consulting career was abruptly ended by a corporate restructuring, she didn't see it as an ending — she saw it as a kaleidoscope being shaken. The pi…
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31 min
Building Confidence, Leadership, and Legacy Through Dance
In this episode of the Business Legacy Podcast, Paul Dio sits down with Katherine Horrigan, owner and CEO of Dance Academy of Virginia, to discuss how dance became the foundation f…
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14 min
How 180 Water Is Modernizing the Water Well Industry Through Franchising
In this episode of the Business Legacy Podcast, Paul Dio sits down with Jack Clark, founder of 180 Water, to discuss how he transformed a traditional water well service company int…
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15 min
How Siloed Departments Quietly Kill Profit
Most companies don't lose money because of bad ideas. They lose it in the gaps — the quiet space between marketing, sales, and operations where reports never get compared and insig…