
Let's Talk Legacy
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.
Latest episodes

Apr 26, 2023 • 3min
CLIP: The Future of Senior Care
Chuck Bongiovanni, CEO and Co-Founder of Majestic Residences Franchise System, a senior residential care home franchise, explains the difference between nursing homes, assisted living, independent living, memory care, and residential living, what he believes the future of caregiving may look like over the next 5 years.Hear Chuck's full interview in Episode 27 of Let's Talk Legacy.

Apr 19, 2023 • 19min
Ageless Possibilities, with Chuck Bongiovanni
Chuck Bongiovanni, CEO and Co-Founder of Majestic Residences Franchise System, a senior residential care home franchise, talks about how he merged real estate and social work, the difference between nursing homes, assisted living, independent living, memory care, and residential living, the impact that Covid had on elder care facilities, tending to "younger seniors", the Walmart metric for success, and his forecast for the future of caregiving.

Apr 12, 2023 • 4min
CLIP: The Burden of a Creative Mind
Mariel Hemingway, actress, activist, author, and granddaughter of famed novelist Ernest Hemingway, talks about growing up Hemingway and realizing the gravity of her family name on a ski lift, and embracing the family name, as well as the specific stigmas, hardships, and destructive patterns that stemmed from generations of creative minds.Hear Mariel's full interview in Episode 26 of Let's Talk Legacy.

Apr 5, 2023 • 26min
Out Comes the Sun, with Mariel Hemingway
Mariel Hemingway, actress, activist, author, and a renowned health and wellness speaker & advocate, talks about growing up Hemingway and realizing the gravity of her family name on a ski lift, her concerns of reaching stardom at the age of 17, why self love isn't selfish, living with the "7 doctors", exposing the stigma around mental health, embracing her legacy, and leaving her own through the important work of the Mariel Hemingway Foundation.

Mar 22, 2023 • 2min
CLIP: The Ellis Island Work Ethic
Jeff Morander, ticketing executive with over 30 years of proven experience directing sales strategy across the NHL, NBA, WNBA, and the NFL, talks about the work ethic his immigrant ancestors instilled in him, and the legacy of being the stepping stone for others.Hear Jeff's full interview in Episode 25 of Let's Talk Legacy.

Mar 15, 2023 • 25min
The Winning Ticket, with Jeff Morander
Jeff Morander, a ticketing executive with over 30 years of proven experience directing sales strategy across the NHL, NBA, WNBA, and the NFL, talks about playing a key role in the NHL Winter Classic and NHL All Star Games, the differences in working on both sides of the American/Canadian border, skill vs. will, and being the stepping stone for others.

Mar 8, 2023 • 4min
CLIP: Donor Vs. Philanthropist
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.

Mar 1, 2023 • 28min
Givinga Back, with Joe Phoenix
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".

Feb 22, 2023 • 2min
CLIP: The Hero's Journey and the 4 S's of Business
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.

Feb 15, 2023 • 27min
Successful Succession, with Stephen Shortt
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.