Legacy Listens

About Legacy Listens

Legacy Listens we have honest conversations with thought leaders in the financial services industry. We will share steps on how to build wealth intelligently. You will hear from experts in Investment Management, Business Succession, Family Office Services, and Income and Estate Tax Planning. Thank you for joining us. For questions, visit us at Legacy Planning at legacy-online.com.

Publisher

Legacy Planning

Category

business · business

Language

en

Explicit

No

First episode

7 Apr 2022

Latest episode

14 Jul 2025

Latest episodes

65 episodes in the feed.

1. 

   14 Jul 2025

   65. Building the Right Team for a Seamless Business Transition ft. Zane Tarence

   Host Rob Wermuth interviews investment banker and author Zane Tarence about building the right team for a seamless business transition and navigating the evolving M&A landscape.

2. 

   16 Jun 2025

   64. The Quality of Risk: Cyber Planning for Business Transitions and Long-Term Wealth Builders ft. Jason Frank

   Jason Frank, Chief Operating Officer at SpecterOps, informs host Rob Wermuth about cybersecurity, including ransomware, AI's impact, and zero trust models, in an interview that offers actionable advice for business owners.

3. 

   29 May 2025

   63. Who’s Buying Businesses Now? Private Equity, Strategic Buyers, and a New Generation of Owners ft. Andy Greenberg

   Andy Greenberg explores the shifting business transition landscape with Rob Wermuth, revealing insights into market conditions and challenges for business owners planning for succession in this interview.

Who has been a guest on Legacy Listens

Names identified in recent episode analyses. Showing up to five guests.

• Zane Tarence
• Jason Frank
• Andy Greenberg
• Dirk Simpson
• Chad Cowan

Reach and audience

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

Apple Podcasts (US)

5.0 / 5

7 ratings

Podcast Authority Score: 47 / 100

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

Quality

71

Social presence

0

YouTube

0

Engagement

60

Contact Legacy Listens

Guest appearances

Books guests

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

Questions about Legacy Listens