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
Apr 10, 2024 • 3min
CLIP: Fun, Creativity, Meaning, Love
Humorist Rich Lippman, author of “Last Bucket List”, talks about why people resist making a will, and explains how fun calms fear and leads to creativity, which leads to meaning, which leads to love.Hear Rich's full interview in Episode 44 of Let's Talk Legacy.
Apr 3, 2024 • 21min
Last Bucket List, with Rich Lippman
Humorist Rich Lippman, author of “Last Bucket List”, talks about making wills and estate planning…get this…FUN. He explains how fun calms fear and leads to creativity, which leads to meaning, which leads to love, and covers “missions of meaning”, “forever letters”, and living life with no regrets while passing along your legacy.
Mar 27, 2024 • 6min
Policy Pointers: Tax-Free Retirement
Tax-free retirement? Sound too good to be true? Not if you're smart about the way you use your life insurance policy. Tune in to find out how!
Mar 20, 2024 • 11min
Policy Pointers: Buy Term, Invest the Rest
Learn about the hybrid life insurance / investment strategy that could both save you money month to month in the present, as well as put more reserves in your bank account for unexpected events, or to use up the road.
Mar 13, 2024 • 4min
CLIP: Michael Jordan, Barry Bonds, and Jerry Rice
Nationally recognized speaker, author, and former NCAA head coach and championship player Matt Doherty talks about playing with “His Airness”, Michael Jordan, and the amazing work ethic behind greats like Barry Bonds and Jerry Rice.Hear Matt's full interview in Episode 43 of Let's Talk Legacy.
Mar 6, 2024 • 22min
Rebound: From Pain to Passion, with Matt Doherty
Nationally recognized speaker, author, and former NCAA head coach and championship player Matt Doherty talks about having your own personal Board of Directors, why business is a contact sport, defining culture in terms of donuts, using a healthy dose of tension, the 3 biggest things that impact your life trajectory, the 6 "Knows" of leadership, and playing with “His Airness”, Michael Jordan.
Feb 21, 2024 • 7min
Policy Pointers: I Am Young; Do I Need Life Insurance?
It's a fair question. Find out the ways that it might work to your advantage to buy while you're young, and the life events for which you may want to re-examine your coverage, or get coverage in the first place.
Feb 14, 2024 • 4min
CLIP: Buying Yankee Stadium
Brandon Steiner, Founder & President of The Steiner Agency, the nation’s premier independent athlete procurement source, as well as Collectible Xchange, talks about why there’s no such thing as a big game, and recalls the craziness of buying Yankee Stadium (yes, you read that right).Hear Brandon's full interview in Episode 42 of Let's Talk Legacy.
Feb 7, 2024 • 27min
Living on Purpose, with Brandon Steiner
Brandon Steiner, Founder & President of The Steiner Agency, the nation’s premier independent athlete procurement source, as well as Collectible Xchange, talks about why it’s important to “wake up broke” and to dream big, sample small, and fail quick, lessons from Enterprise, why losing is a PART of winning and why there’s no such thing as a big game, explains helpful non-acceptance and RADICAL acceptance, taking action over anxiety, recalls the craziness of buying Yankee Stadium (yes, you read that right), and shares a few business secrets from dear old mom.
Jan 24, 2024 • 5min
Policy Pointers: What Makes a Good Insurance Agent?
Learn what attributes and behaviors to look for when choosing an A+ insurance agent who will put YOUR needs first.
