Let's Talk Legacy

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.

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".

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.

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.

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.

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.

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.

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.

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.

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