Let's Talk Legacy
Southwestern Family of Podcasts
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 along with exciting guests and real listeners just like you, to 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. Southwestern Legacy Insurance Group is an affiliate of Family First Life.
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. Southwestern Legacy Insurance Group is an affiliate of Family First Life.
Episodes
Mentioned books
Jul 3, 2024 • 28min
Luck and Power, with Garrett Neiman
Garrett Neiman, serial nonprofit entrepreneur, activist, founding CEO of CollegeSpring, co-creator of Liberation Ventures, and Senior Fellow at Prosperity Now, walks listeners through the issues of race and wealth discussed in his book, "RICH WHITE MEN: What It Takes to Uproot the Old Boys’ Club and Transform America", including the relationship between luck and power, "compounding unearned advantage", how America is a country of opposites on social issues, figuring out exactly how much is enough, and the "7 generations principle" of leaving a legacy.
Jun 26, 2024 • 5min
CLIP: Moving Towards Your "One Vision"
Lisa Sakai, Financial Consultant and co-founder of One Vision Retirement, shares her two biggest tips to getting your future financials in order.Hear Lisa's full interview in Episode 47 of Let's Talk Legacy.
Jun 19, 2024 • 28min
Financial Dysmorphia, with Lisa Sakai
Lisa Sakai, Financial Consultant and co-founder of One Vision Retirement, talks about getting her start in Hollywood, how "Bucket List Acceleration" is bridging the present with the future, the one surprising group that often gets left behind in legacy planning, why it's hard for people to be HONEST about their goals, and why goals for yourself AREN'T selfish, one area where Gen Z is headed for disaster, the two biggest tips to getting your future financials in order, and digging so deep you can touch the bottom of the ocean.
Jun 12, 2024 • 4min
CLIP: Call From JFK / Riding Shotgun with an Oscar
Writer, director, producer, playwright, and author, George Stevens, Jr. talks about riding shotgun with his dad and an Oscar award, and getting a call from the President himself, John F. Kennedy.Hear George's full interview in Episode 46 of Let's Talk Legacy.
Jun 5, 2024 • 20min
My Place in the Sun, with George Stevens, Jr.
Writer, director, producer, playwright, and author, George Stevens, Jr. dives into 5 generations of Stevens in showbiz, going all the way back to the Civil War, talks about riding shotgun with an Oscar award, working for the Kennedy Administration, starting the AFI, tackling social justice issues in his work, the future of movies and the cinema viewing experience, shares stories with Edward Murrow, JFK, and President Obama, and reflects on leaving a legacy.
May 22, 2024 • 4min
What REALLY Drives Us, with Gary Michels
Let's Talk Legacy host Gary Michels talks about what REALLY drives the agents at Southwestern Legacy Insurance Group. Spoiler alert: it's NOT money.
May 15, 2024 • 8min
Policy Pointers: Mortgage Protection Coverage
Learn about the affordability and flexibility of mortgage protection coverage, a specialized insurance product which can make a huge difference in safeguarding your home and family.
May 8, 2024 • 3min
CLIP: Keith Moon, Paul McCartney, and Shaun Cassidy
Carnie Wilson, 1/3rd of the chart-topping trio Wilson Phillips and daughter of Beach Boys' legend Brian Wilson, talks about growing up in a true rock and roll household, parties and all, and the healing over the years within her family, and recounts early encounters with Keith Moon, Paul McCartney, and Shaun Cassidy.Hear Carnie's full interview in Episode 45 of Let's Talk Legacy.
May 1, 2024 • 28min
Sounds Delicious, with Carnie Wilson
Carnie Wilson, 1/3rd of the chart-topping trio Wilson Phillips and daughter of Beach Boys' legend Brian Wilson, talks about growing up in a true rock and roll household, parties and all, and the healing over the years within her family, encounters with Keith Moon, Paul McCartney, and Shaun Cassidy, a frank and interesting view on her 2 decades of sobriety, the "fourth member" of Wilson Phillips, playing the long game at getting her own cooking show, "Sounds Delicious", airing on AXS TV, and living life, and leaving a legacy, with no regrets.
Apr 17, 2024 • 7min
Policy Pointers: Final Expense Coverage
Learn what makes this form of coverage uniquely different from other coverage, including the advantages, affordability, accessibility, and how it sidesteps a lot of the red tape that could be associated with other end-of-life care.
