Latest Legacyplanning Podcast Episodes

Useful Things I Learned in the Marines

Echo 7 Leadership Podcast - July 02, 2019 12:53 - 58 minutes ★★★★★ - 4 ratings
Guests John Schroder and Mark McGrath join our podcast and explain how their formative years in the Marine Corps prepared them for business, decision-making, and even fatherhood. We discuss their toughest leadership challenges in uniform and once they got out. Our wide ranging talk with them cov...

Lessons from a Brewer

Echo 7 Leadership Podcast - May 21, 2019 14:19 - 40 minutes ★★★★★ - 4 ratings
Hans Prahl, Owner of the Florence Brewing Company, joins us to share leadership lessons from his 21 years as a Marine and soldier, from becoming a successful entrepreneur, and from the art of brewing. Find out how Hans chose Florence, Colorado, as the location for his brewery -- equally importan...

Echo 2/4 Rifle Platoon Commanders

Echo 7 Leadership Podcast - April 23, 2019 13:52 - 1 hour ★★★★★ - 4 ratings
Our guests served in 2d Battalion, 4th Marines, with Bill between 2010-2012, including their deployment to Afghanistan's Helmand Province. We discuss what it's like for a brand new 2ndLt to take command of a platoon of combat veteran Marines, fighting against the Taliban in the Triangle of Guilt...

Coffee and Semper Fi

Echo 7 Leadership Podcast - March 26, 2019 12:15 - 57 minutes ★★★★★ - 4 ratings
Matt Phillips, Founder & CEO of the Military Java Group, joins Bart and Bill to talk about building his new company that donates 50% of its profits to the Semper Fi Fund. Along the way, Matt entertains while explaining his family legacy, how he originally entered the coffee industry, the leaders...

More Experience & Wisdom: Dave Vivian, Part 2

Echo 7 Leadership Podcast - March 05, 2019 15:53 - 31 minutes ★★★★★ - 4 ratings
This episode concludes our talk with our dad, Dave Vivian, as he finishes explaining his experiential journey learning leadership. Join us as he talks about challenges he faced and how he solved them, including one of the toughest challenges: leading people through change.

Experience & Wisdom: Dave Vivian, Part 1

Echo 7 Leadership Podcast - February 26, 2019 01:09 - 24 minutes ★★★★★ - 4 ratings
Our dad, Dave Vivian, joins us to explain his experiential journey learning leadership. From little league baseball to college football on a scholarship, and from his first job after graduation with JC Penney to owning his own mid-sized chemical manufacturing business, Dad shares what he learned...

Beers, Bros, & Leadership with guest Jason Akemann

Echo 7 Leadership Podcast - January 27, 2019 19:34 - 32 minutes ★★★★★ - 4 ratings
Jason Akemann, co-founder of Bottleneck Management and Chicago area entrepreneur, is this episode's guest. Bart and Bill ask Jason how he got started in the industry and how his leadership style evolved as he went from a bartender to the co-owner of an $80 million enterprise.

Legacy Transfer

Echo 7 Leadership Podcast - January 27, 2019 19:29 - 34 minutes ★★★★★ - 4 ratings
In this episode, Bill and Bart talk through Legacy transfer - what it is, how they do it, and why it is important. They do this by immersing a family in a meaningful shared experience that includes outdoor activities and volunteer events. The shared experience also confirms alignment of shared v...

Origins: Why Legacy & Leadership

Echo 7 Leadership Podcast - January 27, 2019 18:37 - 46 minutes ★★★★★ - 4 ratings
Bill and Bart talk about how it all began - why they are so interested in leadership, why they continue to research & practice it, and the influences that guided them along the way.

Investment Answers Podcast, Episode 6: The Worst Sandwich Ever

Investment Answers Podcast - July 23, 2018 00:31 - 24 minutes ★★★★★ - 1 rating
The Sandwich Generation. You may have never heard of it, but we bet you know someone who has experienced it. The Sandwich Generation is defined by the circumstance of financially and physically providing care for a someone older than them (typically a parent, grandparent, older spouse, or an o...

Investment Answers Podcast, Episode 5: Part-Time Retirement

Investment Answers Podcast - July 09, 2018 01:14 - 15 minutes ★★★★★ - 1 rating
When you envisioned your retirement did you imagine that you would be working? There’s a good chance you never realized that you, too, may have a Part-Time Retirement. Part-Time Retirement is far more common now in all income classes: lower, middle and upper- and there are a lot of reasons why...

Investment Answers Episode 4: Roth IRA vs Traditional IRA

Investment Answers Podcast - June 30, 2018 19:51 - 14 minutes ★★★★★ - 1 rating
IRAs are an incredibly valuable tool used for retirement planning but they can be confusing. Travis and Kelly discuss avoiding the many rabbit holes of investing jargon by breaking down the defining terms of these two types of IRAs, then they discuss the similarities between the Roth and Traditi...

Investment Answers Podcast, Episode 3: Happy Birthday Roth IRA

Investment Answers Podcast - June 24, 2018 01:47 - 14 minutes ★★★★★ - 1 rating
In Episode 3, Travis and Kelly celebrate the 20th birthday of the Roth IRA. Looking briefly into the history of the Roth IRA helps to reveal a lot about why both Traditional and Roth IRAs exist, and for whom they were designed. The two types of Individual Retirement Accounts are similar in many ...

Investment Answers Episode 2: The Talk

Investment Answers Podcast - June 14, 2018 00:15 - 37 minutes ★★★★★ - 1 rating
“Recently, I had to have The Talk with one of my long-time clients and her kids.”  None of our mentors warned Travis when he first entered the financial services industry about the most challenging part of being an independent financial advisor- a fiduciary- is representing people that you car...

Investment Answers Podcast, Episode 1

Investment Answers Podcast - April 15, 2018 21:55 - 25 minutes ★★★★★ - 1 rating
Welcome to the Investment Answers Podcast. Your hosts are Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, licensed insurance agent, founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers®. We are a real couple that o...