Legacy Leaders Podcast

About Legacy Leaders Podcast

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.

Publisher

Legacy Leaders

Category

business

Language

en

Explicit

No

First episode

1 Dec 2023

Latest episode

4 Apr 2025

Latest episodes

52 episodes in the feed.

1. 

   4 Apr 2025

   52: Mitigating Tax Rate Risk: Our Approach and Strategies We Use

   Mitigating Tax Rate Risk: Our Approach and Strategies We Use 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.

2. 

   21 Mar 2025

   51: Planning for Retirement:The 7 Retirement Risks

   Planning for Retirement:The 7 Retirement Risks 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.

3. 

   7 Mar 2025

   50: Meet Chip

   Meet Chip. 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

991

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 55 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

60

Social presence

0

YouTube

66

Engagement

60

Contact Legacy Leaders Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.