Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.
Legacy Leaders Podcast
Claim This Podcastby Legacy Leaders
5.0(2 reviews)
52 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
55
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality60
Social0
YouTube66
Engagement60
Podcast Overview
Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.
Language
🇺🇲
Publishing Since
12/1/2023
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55
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality60
Social0
YouTube66
Engagement60
6
Excellent Areas
3
Good Performance
10
Growth Opportunities
excellent
Episode Length
9 minutes
Performing excellently!
good
Publishing Consistency
Every 9 days
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Recent Episodes
April 4, 2025
52: Mitigating Tax Rate Risk: Our Approach and Strategies We Use
<p><strong>Mitigating Tax Rate Risk: Our Approach and Strategies We Use</strong></p> <p>The majority of U.S. retirement savings are in pre-tax accounts. However, excessive savings in tax-deferred accounts can lead to costly hidden interactions during retirement. In this episode, Chip discusses who is most affected by this risk and shares valuable insights and strategies to mitigate tax rate risk.</p>
March 21, 2025
51: Planning for Retirement:The 7 Retirement Risks
<p><strong>Planning for Retirement:The 7 Retirement Risks</strong></p> <p>Planning for retirement involves many considerations. In this episode, Chip highlights the seven most common retirement risks and shares his approach to managing them effectively. Tune in for valuable insights and strategies to secure your financial future.</p>
March 7, 2025
50: Meet Chip
<p>Meet Chip.</p> <p>Join us as we introduce Chip Bloch, the newest member of our financial planning team at Ascent Advisors. Discover more about Chip's experience and how he helps our clients through a comprehensive financial planning process.</p>
52 total episodes available
Deep-dive analytics for Legacy Leaders Podcast
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Legacy Leaders Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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