Let's Talk Legacy - podcast cover

Let's Talk Legacy

Southwestern Family of Podcastswww.letstalklegacypod.com
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.

Episodes

Luck and Power, with Garrett Neiman

Garrett Neiman , serial nonprofit entrepreneur, activist, founding CEO of CollegeSpring, co-creator of Liberation Ventures, and Senior Fellow at Prosperity Now, walks listeners through the issues of race and wealth discussed in his book, "RICH WHITE MEN: What It Takes to Uproot the Old Boys’ Club and Transform America", including the relationship between luck and power, "compounding unearned advantage", how America is a country of opposites on social issues, figuring out exactly how much is enou...

Jul 03, 202428 minEp. 48

CLIP: Moving Towards Your "One Vision"

Lisa Sakai, Financial Consultant and co-founder of One Vision Retirement , shares her two biggest tips to getting your future financials in order. Hear Lisa's full interview in Episode 47 of Let's Talk Legacy.

Jun 26, 20245 min

Financial Dysmorphia, with Lisa Sakai

Lisa Sakai, Financial Consultant and co-founder of One Vision Retirement , talks about getting her start in Hollywood, how "Bucket List Acceleration" is bridging the present with the future, the one surprising group that often gets left behind in legacy planning, why it's hard for people to be HONEST about their goals, and why goals for yourself AREN'T selfish, one area where Gen Z is headed for disaster, the two biggest tips to getting your future financials in order, and digging so deep you ca...

Jun 19, 202428 minEp. 47

CLIP: Call From JFK / Riding Shotgun with an Oscar

Writer, director, producer, playwright, and author, George Stevens, Jr. talks about riding shotgun with his dad and an Oscar award, and getting a call from the President himself, John F. Kennedy. Hear George's full interview in Episode 46 of Let's Talk Legacy.

Jun 12, 20244 min

My Place in the Sun, with George Stevens, Jr.

Writer, director, producer, playwright, and author, George Stevens, Jr. dives into 5 generations of Stevens in showbiz, going all the way back to the Civil War, talks about riding shotgun with an Oscar award, working for the Kennedy Administration, starting the AFI, tackling social justice issues in his work, the future of movies and the cinema viewing experience, shares stories with Edward Murrow, JFK, and President Obama, and reflects on leaving a legacy....

Jun 05, 202420 minEp. 46

What REALLY Drives Us, with Gary Michels

Let's Talk Legacy host Gary Michels talks about what REALLY drives the agents at Southwestern Legacy Insurance Group. Spoiler alert: it's NOT money.

May 22, 20244 min

Policy Pointers: Mortgage Protection Coverage

Learn about the affordability and flexibility of mortgage protection coverage, a specialized insurance product which can make a huge difference in safeguarding your home and family.

May 15, 20248 min

CLIP: Keith Moon, Paul McCartney, and Shaun Cassidy

Carnie Wilson, 1/3rd of the chart-topping trio Wilson Phillips and daughter of Beach Boys' legend Brian Wilson, talks about growing up in a true rock and roll household, parties and all, and the healing over the years within her family, and recounts early encounters with Keith Moon, Paul McCartney, and Shaun Cassidy. Hear Carnie's full interview in Episode 45 of Let's Talk Legacy.

May 08, 20243 min

Sounds Delicious, with Carnie Wilson

Carnie Wilson, 1/3rd of the chart-topping trio Wilson Phillips and daughter of Beach Boys' legend Brian Wilson, talks about growing up in a true rock and roll household, parties and all, and the healing over the years within her family, encounters with Keith Moon, Paul McCartney, and Shaun Cassidy, a frank and interesting view on her 2 decades of sobriety, the "fourth member" of Wilson Phillips, playing the long game at getting her own cooking show, "Sounds Delicious", airing on AXS TV , and liv...

May 01, 202428 minEp. 45

Policy Pointers: Final Expense Coverage

Learn what makes this form of coverage uniquely different from other coverage, including the advantages, affordability, accessibility, and how it sidesteps a lot of the red tape that could be associated with other end-of-life care.

Apr 17, 20247 min

CLIP: Fun, Creativity, Meaning, Love

Humorist Rich Lippman, author of “Last Bucket List” , talks about why people resist making a will, and explains how fun calms fear and leads to creativity, which leads to meaning, which leads to love. Hear Rich's full interview in Episode 44 of Let's Talk Legacy.

Apr 10, 20243 min

Last Bucket List, with Rich Lippman

Humorist Rich Lippman, author of “Last Bucket List” , talks about making wills and estate planning…get this…FUN.  He explains how fun calms fear and leads to creativity, which leads to meaning, which leads to love, and covers “missions of meaning”, “forever letters”, and living life with no regrets while passing along your legacy.

Apr 03, 202421 minEp. 44

Policy Pointers: Tax-Free Retirement

Tax-free retirement? Sound too good to be true? Not if you're smart about the way you use your life insurance policy. Tune in to find out how!

Mar 27, 20246 min

Policy Pointers: Buy Term, Invest the Rest

Learn about the hybrid life insurance / investment strategy that could both save you money month to month in the present, as well as put more reserves in your bank account for unexpected events, or to use up the road.

Mar 20, 202411 min

CLIP: Michael Jordan, Barry Bonds, and Jerry Rice

Nationally recognized speaker, author, and former NCAA head coach and championship player Matt Doherty talks about playing with “His Airness”, Michael Jordan, and the amazing work ethic behind greats like Barry Bonds and Jerry Rice. Hear Matt's full interview in Episode 43 of Let's Talk Legacy.

Mar 13, 20244 min

Rebound: From Pain to Passion, with Matt Doherty

Nationally recognized speaker, author, and former NCAA head coach and championship player Matt Doherty talks about having your own personal Board of Directors, why business is a contact sport, defining culture in terms of donuts, using a healthy dose of tension, the 3 biggest things that impact your life trajectory, the 6 "Knows" of leadership, and playing with “His Airness”, Michael Jordan.

Mar 06, 202422 minEp. 43

Policy Pointers: I Am Young; Do I Need Life Insurance?

It's a fair question. Find out the ways that it might work to your advantage to buy while you're young, and the life events for which you may want to re-examine your coverage, or get coverage in the first place.

Feb 21, 20247 min

CLIP: Buying Yankee Stadium

Brandon Steiner , Founder & President of The Steiner Agency , the nation’s premier independent athlete procurement source, as well as Collectible Xchange , talks about why there’s no such thing as a big game, and recalls the craziness of buying Yankee Stadium (yes, you read that right). Hear Brandon's full interview in Episode 42 of Let's Talk Legacy....

Feb 14, 20244 min

Living on Purpose, with Brandon Steiner

Brandon Steiner , Founder & President of The Steiner Agency , the nation’s premier independent athlete procurement source, as well as Collectible Xchange , talks about why it’s important to “wake up broke” and to dream big, sample small, and fail quick, lessons from Enterprise, why losing is a PART of winning and why there’s no such thing as a big game, explains helpful non-acceptance and RADICAL acceptance, taking action over anxiety, recalls the craziness of buying Yankee St...

Feb 07, 202427 minEp. 42

Policy Pointers: Universal Life Insurance

Dive into this highly adaptable and versatile coverage option, which includes cash value benefits, as well as an interest crediting rate, and is both life insurance AND investment.

Jan 17, 20245 min

CLIP: 2 + 2 Becomes Blue Zebra

Author, speaker, and Legacy Transformation Mentor Susan Brown talks about what exactly a Legacy Transformation Mentor is, the physiology of grief, explaining the Legacy Gamechanger Method, and the meaning of L.E.G.A.C.Y. Hear Susan's full interview in Episode 41 of Let's Talk Legacy.

Jan 10, 20244 min

How-To Without Me, with Susan Brown

Author, speaker, and Legacy Transformation Mentor Susan Brown talks about living homeless in her car and life lessons from time spent as a paramedic, to working as a director for the Red Cross on 9/11, the gateway between your conscious and subconscious mind and the physiology of vision, the "Big 3" you're conditioned not to talk about, to creating a blueprint for peace of mind and the meaning of L.E.G.A.C.Y. Plus, she shares a special freebie just for our listeners!...

Jan 03, 202425 minEp. 41

CLIP: Managing from the H.E.A.R.T.

Author, speaker, family business consultant and owner of Hubler for Business Families , Tom Hubler, addresses some of the most common conflicts that arise in family businesses, and how to manage them from the "H.E.A.R.T.". Hear Tom's full interview in Episode 40 of Let's Talk Legacy.

Dec 13, 20232 min

The Soul of Family Business, with Tom Hubler

Author, speaker, family business consultant and owner of Hubler for Business Families , as well as a founding member and fellow of the Family Firm Institute, Tom Hubler, talks about the value of building emotional equity, balance, structure, and formality, how most family businesses don’t start off as family businesses, managing from the H.E.A.R.T., appreciation, recognition, and love, and figuring out who's the B.O.S.S....

Dec 06, 202324 minEp. 40

Policy Pointers: Brokerage vs. Captive Agencies

Learn the differences between brokerage and captive life insurance agencies, what each of them represent, their respective pros and cons, and which one is right for you.

Nov 22, 20235 min

Policy Pointers: Who Needs Life Insurance?

Find out WHO exactly needs life insurance, what all it can cover, and why it can benefit businesses as well as individuals, including some recent statistics and examples.

Nov 15, 20238 min

CLIP: Being an Optimistic American

Clinical psychologist, author, and host of the Optimistic American podcast , Dr. Emily Bashah , explains why she's staying optimistic despite America giving in to "addictive ideologies", and talks about being aware of your own agency. Hear Dr. Bashah's full interview in Episode 39 of Let's Talk Legacy.

Nov 08, 20234 min