Let's Talk Family Enterprise 63: The Best of 2024 (A Retrospective)
Regular hosts Steve Legler and Aileen Miziolek discuss some of their favourite guests and insights from the 2024 episodes of the Let's Talk Family Enterprise podcast. Hear them share their greatest takeaways to bring back good memories and encourage listeners to subscribe for more!
Welcome to Let’s Talk Family Enterprise, a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients.
All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.
Key Takeaways
[:26] Steve Legler and co-host Aileen Miziolek welcome listeners to the annual episode review! They each share their most impactful moments from 2024’s great list of guests.
[2:15] Aileen and Steve share their thoughts on her discussion with Perry Gladstone in terms of what identity brings to a business, and why dreaming together can help bring the rising generation into the fold.
[10:05] Episode 57 with Peter Vogel had one takeaway jump right out to Steve — find your why! Aileen resonates with making sure not everything looks like a nail and they both share how the Family Office Navigator book can help advisors.
[14:02] Pramodita Sharma’s episode 57 inspired Aileen and Steve on multiple levels. One, the rejuvenating potential of sustainability projects, both for businesses and for single actors, and how this field is a way multigenerational family businesses can have a broader world impact.
[21:00] The Happy Inheritor’s author, Thomas Deans, came on as a guest for episode 59. Steve and Aileen share how their long-time friend made their conversation both nourishing and thought-provoking.
[25:31] Episode 50 with Aileen’s colleague Kathy Carol, provided a wealth of information, just as her book offers a multitude of useful tools for advisors; Aileen and Steve share which ones they use.
[28:31] A thoughtful two-guest episode came out just this past December. Aileen shares what tidbits to take away from episode 62 on how not to leave a mess for your inheritors, and opening a conversation on end-of-life matters.
[33:36] Steve and Aileen look to 2025 and their new goals, and close out the year and this episode by inviting listeners to take advantage of the vast resources provided in these podcasts, and remind everyone to rate and subscribe.
If you enjoyed today’s episode, you can subscribe to Let’s Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.
Mentioned in this episode
Episode 55: “Rising Gen Innovation and Creativity in Family Business”
Episode 57: “The Family Office Navigator”
Episode 58: “Sustainability and ESG in Family Enterprises”
Episode 59: “Mental Health Impacting Intergenerational Wealth Transfers”
Episode 60: “Embracing Polarities to Harmonize Opposites in Enterprising Families”
Episode 62: “Estate Planning: Don’t Leave a Mess!”
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