by Legacy Planning
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.
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Publishing Since
4/7/2022
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July 14, 2025
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.
June 16, 2025
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.
May 29, 2025
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.
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Zane Tarence
Guest
Jason Frank
Guest
Andy Greenberg
Guest
Dirk Simpson
Guest
Chad Cowan
Guest
Andrew Fay
Guest
Wayne Herring
Guest
Matt Kulp
Guest
Irina Baranov
Guest
Joshua Johnston
Guest
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.
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.
This podcast updates bi-weekly.
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Yes, this podcast regularly features guests.
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