Best Successionplanning Podcasts (2024)

1
What is Your Resilience Plan? – with MH Pelletier PhD, MBA 38:03

1d ago38:03

38:03

If you’re like many of the top leaders we work with, you have a can-do attitude that enables you to take on tough issues and do what it takes to exceed expectations. You assume that you’re resilient. But in the face of unrelenting demands, anyone can burn out and not even realize it. This week,Read More The post What is Your Resilience Plan? – with…

1
The Business Owner's Guide to Creating a Successful Succession Plan 30:51

1d ago30:51

30:51

Join David and guest Wayne Zell author of Your Multimillion Dollar Exit. Tune in as they explore the critical nuances of estate and succession planning for businesses. Drawing from Wayne Zell's wealth of experience in business succession planning, this episode provides real-life examples that underscore the importance of proactive planning to ensur…

1
Your Top 6 Market Questions Answered 29:55

2d ago29:55

29:55

If you’re invested in the market and want a more specific definition for some of the jargon and topics in the news lately, this podcast episode is dedicated to you. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II unzip the mailbag and answer your top six questions about the mark…

1
Finding the Positive Side of Business Turbulence – with Amy Lee Segami 29:49

9d ago29:49

29:49

How do you regard the turbulence and complexity in today’s business environment? While it can be extremely challenging, we’ve found that successful visionary business leaders recognize and embrace complex situations because they can also offer many opportunities. To find out more, listen to this Fan Favorite conversation with Amy Lee Segami, Presid…

1
The Power of Creativity in Estate and Legacy Planning 32:32

9d ago32:32

32:32

Estate planning is fun! Said No One. Ever ! David has a conversation with Rich Lippman author of Bucket List. Tune in as Rich introduces the concept of "Missions of Meaning" in estate planning, where a portion of inheritance is dedicated to funding missions that create positive impact and lasting memories. From writing "forever letters" to the impo…

1
155: Successfully Exiting A Family Business After Turning It Around, JV Crum III 39:11

12d ago39:11

39:11

Succession Stories host Laurie Barkman, The Business Transition SherpaⓇ, sits down with JV Crum III, founder of the Conscious Millionaire Institute and Conscious World Foundation Inc.–a global non-profit that trains youth to become conscious leaders. What happens when you’re asked to join the family business but then discover there are BIG financia…

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The Keys to Building a Family Business Legacy – with Thomasina H. Williams 51:34

19d ago51:34

51:34

If you lead a family business, you probably deal with the challenge of building a lasting legacy for the business every day. Establishing good governance and nurturing leadership talent from inside and outside the family are important parts of a strong foundation. However, family dynamics also have a very powerful impact on how a familyRead More Th…

1
The Art of Forgiveness: Letting Go and Moving Forward 37:06

16d ago37:06

37:06

David is joined by the inspiring Katharine Giovanni, best-selling author of "The Ultimate Path to Unlocking Your Power." Together, they explore the transformative power of forgiveness, as Katharine introduces her concept of the Forgiveness Matrix. Through personal stories and insights, they delve into the complexities of forgiveness, navigating fam…

1
154: Success Secrets For Family Businesses Navigating Growth Crossroads, Meghan Lynch 34:49

17d ago34:49

34:49

Succession Stories host Laurie Barkman, The Business Transition SherpaⓇ, is joined by Meghan Lynch, the driving force behind Six-Point Creative, a marketing services firm dedicated to empowering family-owned and closely-held businesses. Meghan's mission is to help family businesses compete against industry giants. Listen in as they explore: The cha…

1
Picking Good Stocks: What Do You Look For? 32:04

17d ago32:04

32:04

If you’re invested in the stock market, how do you pick your stocks? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the different types of analysis when selecting stocks including technical vs fundamental analysis, qualitative vs quantitative analysis, and evaluating an…

1
Celebrating our 10th year – Answering Your Questions 10:22

24d ago10:22

10:22

How do you celebrate your company’s major milestones? Maybe you have a party; some companies ring bells. It’s important to celebrate in meaningful ways that fit with your company’s culture. Beyond the celebration, milestones can serve as an opportunity to reflect on your vision and what you’ve learned so far. This can help you makeRead More The pos…

1
The Power of Regular Reviews and Important Family Conversations 21:51

25d ago21:51

21:51

In this episode David continues his conversation with Certified Executor Advisor and estate planning expert Bruce Young. They delve deeper into the importance of ongoing conversations about estate planning within families. Bruce emphasizes the need for regular reviews of estate plans, especially when life circumstances change, and advocates for adv…

1
153: Discovering The Hidden Secrets Behind A $37 Million Exit, Max Lewis 37:05

30d ago37:05

37:05

Welcome back to the Succession Stories podcast. If you haven't already, be sure to subscribe, and if you enjoy the show, please leave us a review! Go to RateThisPodcast.com/successionstories. Host Laurie Barkman welcomes Max Lewis, entrepreneur and author of “Who Is Max Lewis?” Max shares what led to the eventual sale of his company for $37 million…

1
Leadership & the Ethics of Gen AI – with Andrea Bonime-Blanc, JD/PhD 35:28

1M ago35:28

35:28

As Chat GPT and other forms of generative AI emerge as potentially powerful resources for accelerating momentum for game-changing growth, we’re finding that many top leaders are discussing questions of the ethics of generative AI. What is top leadership’s role in mindfully creating a culture of ethics and reasonable governance around these complex …

1
Legacy planning in Motion: How to Build Family Unity 26:16

1M ago26:16

26:16

Struggling with how to approach the challenging topic of estate planning with your family? In this episode of David has a conversation with Certified Executor Advisor and estate planning expert Bruce Young. Bruce shares invaluable insights on the importance of candid conversations and family harmony in creating purpose-driven estate plans. Join the…

1
Life Insurance Strategies 29:46

1M ago29:46

29:46

Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, …

1
How Everyday Adventure Can Be Fuel For Game-Changing Growth 7:10

1M ago7:10

7:10

As a visionary top leader, you’re already thinking big and seeking out new adventures to help you challenge your boundaries of what you think is possible. Maybe you’ve climbed Kilimanjaro or sailed to the Antarctic. However, adventures such as these can be few and far between. Fortunately, there is another route to redefining what’s possibleRead Mo…

1
Managing Life's Unexpected Events: Carol Roth Shares Insights on the Future File 43:18

1M ago43:18

43:18

Listen in as David has a conversation with business and finance expert Carol Roth sharing her experience of creating the Future File System after facing the unexpected loss of loved ones, including her father. Carol emphasizes the profound impact of her father's proactive planning and how it inspired her to develop a product to help others navigate…

1
152: Why Your Company Needs a Board, Ralph Ward 27:15

1M ago27:15

27:15

Ralph Ward is the editor of the Corporate Board Magazine and an expert in corporate governance. He’s the author of six books on corporate governance and board issues. I asked him to join me on the show to talk about best practices for private company boards. It’s about governance and strategic guidance. Boards aren’t just for large public companies…

1
Becoming Predictably Lucky – with Monica Laurence 42:21

2M ago42:21

42:21

Have you ever wondered why some people seem to be luckier than others? What if there were ways to go beyond random chance to make luck more predictable? This week, we feature our Fan Favorite conversation with Monica Laurence, a TEDx speaker, global entrepreneur, business strategist, and mentor. We discuss what she’s learned about usingRead More Th…

1
Recognizing and Helping People with Compassion Fatigue Part 2 28:51

2M ago28:51

28:51

In part 2 David continues his conversation with the inspiring Juliette Watt. They delve into the importance of recognizing and helping people with compassion fatigue, Juliette shares profound insights drawn from her personal experiences and expertise. She highlights the signs of compassion fatigue, effective coping strategies, and the necessity of …

1
About Employer Stock Programs 29:27

2M ago29:27

29:27

Handcuffing employees to companies often occurs by granting employer stock. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics around non-qualified stock-based compensation, employee stock purchase plans, and margin of safety involved with employer stock progr…

1
150: How To Build a Scalable Business with Alex Neist, Founder of Hostage Tape 1:00:45

2M ago1:00:45

1:00:45

Welcome back to the Succession Stories podcast. If you’re not already, please give me a follow on LinkedIn and Instagram @lauriebarkman. Be sure to subscribe, and if you enjoy the show, please leave us a review! Go to RateThisPodcast.com/successionstories. Today we welcome Alex Neist, a serial entrepreneur and former professional athlete. Alex is t…

1
151: Avoid Burnout: Top Tips For Entrepreneurial Success, Cesar Quintero 36:59

2M ago36:59

36:59

Succession Stories host Laurie Barkman, The Business Transition Sherpa™, welcomes Cesar Quintero, a serial entrepreneur in the foodservice industry. At age 24, Cesar moved to Miami given the economic turmoil in Venezuela to pursue his dream of starting a business and helping others achieve a healthier lifestyle by founding Fit2Go - the first corpor…

1
Changing Patterns to Create Game-Changing Value 9:05

2M ago9:05

9:05

If you’re like many of the visionary CEOs we speak with, you know that leading to create game-changing value often requires challenging established patterns of feeling, thinking, and acting. There are many ways to do this; what’s important is finding the unique ways that are right for you and your company’s culture. This week, listenRead More The p…

1
Family Dynamics and Compassion Fatigue: Juliette Watt's Insights for Overwhelmed Caregivers 40:12

2M ago40:12

40:12

David's guest Juliette Watt, opens up about the challenges of caregiver fatigue and the impact of family dynamics on the caregiving process. Juliette shares her personal experiences with caring for a mentally ill and narcissistic mother, shedding light on the complexities of feeling duty-bound in such relationships. From her confrontation with Fran…

1
The CEO’s Role in Fostering Confident Business Innovation – with Robyn Bolton 30:25

2M ago30:25

30:25

One of the themes that keeps coming up in our conversations with top leadership is finding the appropriate balance of confidence that can inspire employees, partners, and others to reach past the status quo and create new value for game-changing innovation and growth. The CEO has a critical role in fostering confident business innovation. Over-conf…

1
Navigating the Uncomfortable: Madame Maven's Take on Conversations About Death 34:47

2M ago34:47

34:47

David's guest, Madame Maven developed a curiosity about death from an early age, influenced by her experiences of watching people's responses to death and working in a nursing home at 18. She began collecting clippings related to death and dying, including obituaries and alternative burial options. She also continued to explore the topic through he…

1
Avoiding Capital Gains 28:19

2M ago28:19

28:19

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the multiple ways for avoiding capital gains tax. They discuss tax loss harvesting, wash sales, and other strategies. They also take a look at the latest news headlines. For additional tax strategies, check out our Income T…

1
Spotting Signals of Important Changes Before They Happen – with Rita Gunther McGrath 33:28

2M ago33:28

33:28

We’re all faced with a constant stream of unexpected changes in the business environment. The challenge for visionary CEOs, C-Suite executives, and Boards is separating the signals of important changes from the noise. Even better, how about spotting early signals of change before they grow to have a major impact? Sometimes, it helps to takeRead Mor…

1
Executor Q&A Session 5:56

2M ago5:56

5:56

In this episode, David answers some thought-provoking questions from the audience about settling estates and avoiding family conflicts. The questions cover a range of complex family dynamics, from dealing with estranged family members to setting boundaries with contentious beneficiaries. For David's book, other resources and more visit www.davidede…

1
Love, Loss, and Wisdom: Lessons from 45 Years of Marriage 28:50

2M ago28:50

28:50

Join David for a conversation with Dan Fogel as he shares his captivating story of love, loss, and the profound insights gained through grief. After the passing of his wife of 45 years, Dan found solace in processing his grief through writing, ultimately leading to the discovery of Sue's hidden thoughts and desires through her journals. For David's…

1
How C-Suite Teams Can Use Songwriting to Increase Innovation – with Cliff Goldmacher 38:13

2M ago38:13

38:13

Are you like many of the visionary top leaders we speak with who have made business innovation a top priority in the constantly changing world? If so, you know how important it is to keep finding new ways to think more expansively, creatively, and collaboratively as a C-Suite team. In this week’s episode, we speakRead More The post How C-Suite Team…

1
149: How To Have Tough Succession Conversations, Jane Hanson 32:22

2M ago32:22

32:22

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Jane Hanson, a nine-time Emmy award winning correspondent. She has an amazing resume as a network co-anchor in New York, and has covered events ranging from the tragedy of 9/11 to the joy of the Yankees victory parades. She has interviewed presidents, business leaders…

1
Stock Market Bias 20:43

3M ago20:43

20:43

Do you go into the market making investments based on what your friends and family are doing, or do you think you’re immune to influences? In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the various types of stock market bias you may not realize you have that can derail yo…

1
Leading Brave Conversations When the Stakes are High 9:23

3M ago9:23

9:23

In the year ahead, are you reimagining what’s possible to create game-changing growth for your company? If so, you may be like many top leaders we speak with who bring together people with a wide variety of perspectives. Their insights can be especially valuable when you’re moving your company into complex, uncharted territory. But leadingRead More…

1
148: How to Spot Sales Risk in Your Succession Plan with David Newman 25:41

3M ago25:41

25:41

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes David Newman, author of the business bestseller "Do It! Marketing" and his new book, "Do It! Selling." He's the founder of the Do It! MBA mentoring program and the host of The Selling Show, a top-rated business podcast. Laurie and David discuss his take on how busines…

1
The Importance of Succession Planning in Business Ownership 25:05

3M ago25:05

25:05

David has a conversation with Della Kirkman. Della shares her journey from being a single mom working at Cracker Barrel to becoming a successful entrepreneur, international speaker, and publisher of the Shifting Gears newsletter. She sheds light on the importance of being prepared for unexpected life events and the impact they can have on business …

1
147: How to Talk with Family about Business Ownership Succession, Matt DiFrancesco 32:52

3M ago32:52

32:52

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Matt DiFrancesco, Principal of HighLift Financial, and host of the "Your Business, Your Life" podcast. Laurie and Matt discuss navigating complex family dynamics for business succession planning. How to have difficult conversations with family members, especially chil…

1
146: Tax Strategies to Consider When Selling a Business, Ross Brannon 31:47

3M ago31:47

31:47

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Ross Brannon, Tax Shelter and Private Equity Consultant at CoastalOne. Ross joined Laurie for a conversation about tax strategies business owners should consider when selling a business. Listen in to learn more about tax deferral and tax mitigation strategies includin…

1
Can a Card Game Really Change the World? with Gena Scurry 31:00

3M ago31:00

31:00

Are you like many of the top leaders who have shared how important it is to go beyond transactional interactions and create deeper connections with people? These are the conversations that can strengthen the mutual trust, collaboration, commitment it takes to bring big dreams to life. Sometimes these connections happen naturally over a meal. OtherR…

1
Backdoor Roth IRA Rollover Strategy 32:37

3M ago32:37

32:37

If you have the option through your employer-sponsored retirement plan to make non-deductible contributions to an IRA after you max out your 401(k) limits, you may be able to use a Backdoor Roth. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the specifics. Work with your…

1
How to Live Authentically: Embrace Mortality and Find Clarity 41:38

3M ago41:38

41:38

Are you avoiding tough conversations about death and dying? David has a conversation with death doula Jill C McClennen. Join them as Jill provides valuable insights on facing our mortality, living authentically, and finding clarity in life. Discover how embracing these discussions can lead to a more intentional and fulfilling life. For David's book…

1
Make Jargon and Buzzwords An Ally of Connection 8:58

3M ago8:58

8:58

Is it possible to use jargon and buzzwords as an ally of connection instead of as its enemy? Every industry, business, and profession has its own language representing complex ideas. While it can be confusing and alienating to people who don’t understand it, there are ways to use these terms and phrases to promote understandingRead More The post Ma…

1
Estate Liquidation and Family Dynamics: Navigating the Challenges 40:18

3M ago40:18

40:18

David is joined by Amanda Giustiniani, a seasoned auctioneer and expert in estate liquidation. Learn about her family's rich auctioneering legacy, her innovative resources like 'My Final Gift', and her advice on resolving family disputes, handling hidden assets, and much more. For David's book, other resources and more visit www.davidedey.com…

1
145: Your Kids Want Your Wealth, Not Your Business, Elliott H. Kallen 38:08

3M ago38:08

38:08

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Elliot H. Kallen, President of Prosperity Financial Group, a financial planning and advising firm. Elliot is a three time CEO with a passion for working with family businesses to achieve a meaningful life beyond financial measure. Listen in as they discuss the emoti…

1
New Year, New You: Seizing 2024 With Purpose – with Kuda Biza 39:15

3M ago39:15

39:15

Are you looking for a starting point to refresh, renew, and take yourselves and your company to even higher levels of growth in the New Year? We’ve found that leading with purpose can make all the difference in bringing big dreams to life. In this week’s episode, our guest Kuda Biza, shares his approach toRead More The post New Year, New You: Seizi…

1
Estate Planning: The Final Frontier 26:59

3M ago26:59

26:59

In part 2 David continues his conversation with Joe Saul-Sehy they get into a lively and educational discussion about estate planning. The episode delves into the misconceptions surrounding estate planning, using humorous and relatable analogies to simplify the complex topic. Joe shares engaging anecdotes and practical insights from the book "Stack…

1
144: How Will Your Company Be Remembered? Rocco Cozza 24:03

3M ago24:03

24:03

Succession Stories host Laurie Barkman, The Business Transition Sherpa(™), welcomes Rocco Cozza, Founder and Managing Partner of Cozza Law Group, for a conversation spotlighting a topic owners may be starting to think about, but not yet talk about – business legacy and succession planning. Learn key framing questions to help you think about busines…

1
Is It Time To Reimagine The Culture Of Your Hybrid Organization? 10:34

4M ago10:34

10:34

As we start the New Year, maybe this scenario seems familiar: you want employees to return to the office, but they want a different arrangement. If so, maybe it’s time to reimagine the culture of your hybrid organization. In this “Quick Take”episode, we discuss why hybrid organizations may stay with us for the foreseeable future.Read More The post …

Podcasts Worth a Listen

Successionplanning Podcasts

Podcasts Worth a Listen

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