Episodes
52
Latest episode
Apr 2025
Language
EN
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.
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.
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.
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.
Market Update: Livestock Facilities Adam will talk through factors that impact value on livestock facilities. Compeer Website: www.compeer.com/appraisal Compeer Monthly Newsletter Signup: https://pages.compeer.com/AppraisalEnewsletteroptin.html?_gl=1*1hl96l1*_gcl_au*ODczNDA1NjM5LjE3MzEzNDk3ODY.
Appraisal and Assessed values are oftentimes misconstrued as synonymous terms. However, that is certainly not the case and Adam will explain the differences. Compeer Website: www.compeer.com/appraisal Compeer Monthly Newsletter Signup: https://pages.compeer.com/AppraisalEnewsletteroptin.html?_gl=1*1hl96l1*_gcl_au*ODczNDA1NjM5LjE3MzEzNDk3ODY.
There are several different types of valuation products available. Adam will discuss how these products differ and share some tips on how to select the appropriate product to ensure you are getting the desired results you are looking for. Compeer Website: www.compeer.com/appraisal Compeer Monthly Newsletter Signup: https://pages.compeer.com/AppraisalEnewsletteroptin.html?_gl=1*1hl96l1*_gcl_au*ODczNDA1NjM5LjE3MzEzNDk3ODY.
We will take look at historical land value trends, what the market is doing today and what to watch for going forward. Compeer Website: www.compeer.com/appraisal Compeer Newsletter Signup.
Tina will provide examples and scenarios that be relate to a similar situation you are in and it may uncover an area where it may be of benefit for you to have a life coach. Tina will also talk through what an engagement might look in connecting with Tina and Discover You Coaching.
Tina will discuss how assessments, for example the enneagram in particular, impact coaching, and allows you to take it one step further in your personal growth and understanding.
We know we have access to an abundance of professionals who can aid us in many different aspects of our life, Tina will provide more context in comparing how coaching differs from counseling, mentoring and consulting. Tune in as we explore the differences and further define what coaching truly is.
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