Clear Conversations - Entrepreneurial Legacies
Welcome to "Clear Conversations" presented by Clearwater Capital Partners (CCP) a Multi-Family Office Wealth Management firm. CCP exists to inspire and empower clients to live with confidence, joy, and a spirit of abundance. Clear Conversations is a series of podcasts exploring the many complexities surrounding the principles of stewardship.
The “Entrepreneurial Legacies” series, hosted by John Sleeting, CCP Executive Partner and Family Office Services leader, delves behind the scenes into the stories and experiences of entrepreneurial families as a catalyst for learning and inspiration. John facilitates the conversation with guests about their unique journeys: from new ventures, leadership challenges, scaling for growth, and liquidity events to incorporating estate strategy considerations, investment decision making, philanthropy and family governance, just to name a few. By exploring the triumphs, setbacks, and pivotal decision-making processes, listeners will uncover the intricacies of successful entrepreneurial families as they consider ‘What’s Next?’.
Series guests have inspired our CCP Team and have graciously agreed to share their stories for the benefit of our listeners – we hope these narratives fill you with similar inspiration, propelling you forward on your own journey of growth and success.
Episode 15 Clear Conversations – Entrepreneurial Legacies: Stewardship of a Saved Life with Jeff Miller
Step into the world of entrepreneurial wisdom with John Sleeting as he sits down with Jeff Miller, the CEO and founder of Divine Signs. In this episode, Jeff shares his personal thoughts on legacy, emphasizing the significance of leading a life that is both followable and faithful. Delving into his unique leadership style of empowerment and support for others, Jeff unfolds the narrative of his sign business's growth. The conversation takes a deeply reflective turn as Jeff opens up about a life-altering experience surviving a plane crash, providing a look into how this event has influenced his perspectives on life and stewardship. Filled with thoughtfulness, this dialogue underscores the transformative power of love, forgiveness, and the profound impact our actions can have on others. Join John Sleeting as he embarks on this compelling journey, offering a glimpse into the extraordinary life and visionary mindset of Jeff Miller, a beacon of entrepreneurial inspiration.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Miller is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Miller in exchange for his participation or comments. Mr. Miller has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 14 Clear Conversations – Entrepreneurial Legacies: Garrett Sweigert on the “Currency of Legacy”
Step into the entrepreneurial world with John Sleeting as we introduce Garrett Sweigert, President of BLK OUT Logistics. In this episode, Garrett engages in a candid and insightful conversation that unveils the "behind the scenes" aspects of his journey – from driving a single truck to spearheading a dynamic logistics company. He shares the core principles of purpose, integrity, and the invaluable "currency of legacy" that has consistently steered his entrepreneurial path. With roots in a family where both blue collar and white-collar entrepreneurship were daily experiences, Garrett paints a vivid picture of the challenges and triumphs shaping his personal growth and strategic decisions in business. Join us for an engaging dialogue delving into pivotal moments in Garrett's life, offering reflections on the transformative power of purpose and the strategic choices paving the way for a lasting legacy.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Sweigert is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Sweigert in exchange for his participation or comments. Mr. Sweigert has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 13 Clear Conversations – Entrepreneurial Legacies: Jeff & Kevin on Strategic Entrepreneurial Planning
In this episode, host John Sleeting is joined by colleagues Jeffrey P. DeHaan, CFP®, and Kevin Nolte, CPA, AWMA®. Jeff DeHaan, a Partner, and Senior Wealth Advisor at Clearwater Capital Partners is dedicated to serving successful business owners and professionals with a strong commitment to community service. Kevin Nolte, Manager of Advanced Planning at Clearwater Capital Advisors, plays an important role in designing effective wealth strategies for the firm's clientele, particularly those with the most complex needs, to match their life and legacy goals.
Discussing the experiences and legacy-building endeavors of entrepreneurial families, John, Jeff, and Kevin share insights in effective wealth management and ensuring a meaningful legacy. From intentional legacy building to tax-efficient wealth transfer techniques, this conversation helps you begin the process of planning for what you want the future to look like. Uncover the complexities of estate planning, the significance of philanthropy, and challenges in generational wealth transfer. Join us for a conversation delving into the enduring art of creating a meaningful legacy.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, Jeffrey DeHaan and Kevin Nolte are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Episode 12 Clear Conversations – Entrepreneurial Legacies: Dave Meyer, 3rd Generation of Risk Management
Join John Sleeting and guest Dave Meyer, President of CFM Insurance, Inc., an auto, home, commercial, and group benefits insurance agency established in 1929. Dave, an industry leader, emphasizes the depth of insurance beyond a commodity. Explore entrepreneurial challenges and the imperative for tailored strategies. Dave addresses emerging risks like cyber liability, advocating for legislation and the value of customized coverage. Dive into the current insurance market, discussing challenges related to inflation and reinsurance. In this conversation Dave Meyer navigates the intricate world of insurance and its role in shaping entrepreneurial legacies.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Meyer is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Meyer in exchange for his participation or comments. Mr. Meyer has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 11 Clear Conversations – Entrepreneurial Legacies: John Rinehart & 31 Gospel Patrons
Join us as we connect with John Rinehart, an entrepreneur who has devoted his life to inspiring and empowering a generation of gospel patrons. In this episode, John shares his transformative journey from the business world to the launch of Gospel Patrons, shedding light on how generosity and purpose have positively impacted the lives of business leaders. Discover the importance of integrating faith and work, as John emphasizes how living an integrated life can bring joy and fulfillment. Dive into a discussion about the pitfalls of making money an idol and the pursuit of "enough." John highlights the significance of cultivating intimate relationships and accountability to protect one's reputation and legacy. Gain valuable insights into John's vision for the future of Gospel Patrons, including fostering partnerships, creating resources, and expanding globally.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Rinehart is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Rinehart in exchange for his participation or comments. Mr. Rinehart curated John Sleeting’s contribution entry from GospelPatrons.org for his published work “31 Gospel Patrons “and the book is discussed in this podcast. John Sleeting was not compensated for his contribution to GospelPatrons.org and Mr. Rinehart has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 10 Clear Conversations – Entrepreneurial Legacies: Tricia Osolin and The Power of Storytelling
In this episode, your host, John Sleeting, sits down with Tricia (Felice) Osolin, the CEO and Founder of Redmark, a dynamic consulting firm with a laser focus on helping organizations carve their path to top-line growth through the art of storytelling and authentic audience connection. Join us as Tricia shares how her journey from the heart of Hollywood to the helm of Redmark has shaped her into a storytelling connoisseur. Tricia reveals insights to her success and unveils the transformative power of narrative theory in shaping entrepreneurial legacies. She emphasizes the importance of understanding the "why" behind an organization's story, encouraging a shift from the conventional hero-centric narrative to an empathetic guide-centric approach.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mrs. Osolin is not a client of Clearwater Capital Partners. No compensation was provided to Mrs. Osolin in exchange for her participation or comments. Mrs. Osolin has no other material conflict of interest relating to her relationship with Clearwater Capital Partners.
Episode 9 Clear Conversations – Entrepreneurial Legacies: Tim & Laura Binning on Strategic Problem Solving & Intentionality
Join host John Sleeting of Clearwater Capital Partners, as he sits down with Tim and Laura Binning, an entrepreneurial couple with 26 years of experience working together in the real estate industry. Tim and Laura share their entrepreneurial journey, emphasizing the importance of hard work, creative problem-solving, and intentionality in actions. They discuss finding joy in daily work, gratitude, and the value of helping others. Don't miss this inspiring conversation about entrepreneurship, personal growth, and the impact of giving back.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. and Mrs. Binning are clients of Clearwater Capital Partners. No compensation was provided to Mr. and Mrs. Binning in exchange for their participation or comments. Beyond their advisory relationship, Mr. and Mrs. Binning have no other material conflict of interest relating to their relationship with Clearwater Capital Partners.
Episode 8 Clear Conversations – Entrepreneurial Legacies: Heather Larson on Philanthropic Strategies
In this episode of Clear Conversations, we sit down with Heather Larson, the Founder and Principal Advisor of LiveGive, for a discussion on entrepreneurial legacies and the vital role of strategic philanthropy. Heather shares her valuable insights on legacy, stewardship, and the importance of making intentional choices in the present to shape the legacy we want to leave behind. Join Heather and host John Sleeting as they talk through the various stages of philanthropy, the value of being strategic and intentional in giving, aligning giving with values, and engaging the next generation in the process.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. John Sleeting and Heather Larson are members of the board of directors of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mrs. Larson is not a client of Clearwater Capital Partners. No compensation was provided to Mrs. Larson in exchange for her participation or comments. However, Mrs. Larson does receive separate compensation for her service as a member of the Board of Directors of Clearwater Capital Partners, LLC. This compensation and her role on the Board of Directors are the only conflicts of interest relating to her relationship with Clearwater Capital Partners.
Episode 7 Clear Conversations – Entrepreneurial Legacies: Tyler Beachler, Entrepreneurial Lifecycle Investing
Join us as we sit down with Tyler Beachler, CFA, Partner, and Deputy Chief Investment Strategist at Clearwater Capital Partners. Drawing from his diverse financial experience, Tyler shares insights into effective investment management throughout the entrepreneurial journey. From the early stages of startups to navigating growth and exit strategies, he addresses investment paths for lasting success. In this episode, Tyler Beachler and host John Sleeting explore the intricacies of investing for Ultra High Net Worth families with highlights on liquidity, diversification, asset placement, due diligence, and the ever-evolving landscape of alternative investments. Catch Tyler’s favorite resources and enjoy this comprehensive discussion on crafting enduring entrepreneurial legacies through strategic financial decision-making.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Tyler Beachler are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Investing involves risk, including potential loss of principal. Private market investing involves unique risks that should be considered before participating. Please consult with a financial professional before investing.
Episode 6 Clear Conversations – Entrepreneurial Legacies – Jim Kandilas on Private Equity
Join us as we sit down with Jim Kandilas, the CEO of The Shelby Group as he guides us through his transformative trajectory, spanning from early entrepreneurial aspirations to his tenure within the big 6 accountancy firms, and culminating in the creation and development of his own consultancy firm. Tune in to explore Jim's voyage, where he discusses business lows as an owner, the importance of authenticity, insights into aligning with private equity, and the vital importance of prioritizing conversations and strategies for responsible stewardship of financial resources to best serve his family.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Kandilas is a client of Clearwater Capital Partners. No compensation was provided to Mr. Kandilas in exchange for his participation or comments. Beyond their advisory relationship, Mr. Kandilas has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 5 Clear Conversations - Entrepreneurial Legacies - John and Stacey Pitzaferro on The Journey
Join us as we sit down with John and Stacey Pitzaferro, a couple whose entrepreneurial journey starts at a young age and embodies love, resilience, and triumph. Together, they share their highs and lows personally and professionally, persistence in the face of failure, and the lessons they've learned. Their candid account reflects the true spirit of serial entrepreneurship, showcasing how they redefine failure with unwavering tenacity. They also discuss their experience starting a foundation with a specific legacy that is still unfolding today. Their story illuminates the power of unity, determination, and adaptability, serving as an encouraging success story for aspiring entrepreneurs.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. and Mrs. Pitzaferro are clients of Clearwater Capital Partners. No compensation was provided to Mr. and Mrs. Pitzaferro in exchange for their participation or comments. John Sleeting sits on the Board of Directors for My Well and First Fruits Family Foundation, two 501 (c)3 organizations founded by Mr. and Mrs. Pitzaferro. Beyond this, Mr. and Mrs. Pitzaferro have no other material conflict of interest relating to their relationship with Clearwater Capital Partners.
Episode 4 Clear Conversations - Entrepreneurial Legacies - Joe Pringle on Navigating Legacy as a 5th Generation Entrepreneur
In this episode, we sit down with Joe Pringle, the President of NCF Chicago. Join us as Joe takes us on a journey spanning 400 years, exploring the deep-rooted legacy that Joe's family has cultivated, the dynamics of a multigenerational business, one business going public, another being sold, and the individual and family lessons learned along the way. Joe shares his perspective on philanthropy, the importance of being intentional about what you teach your children, and the value of cultivating legacy through the lens of cherished memories that will resonate for generations. In addition, Joe draws upon his personal experience with donor advised funds and the value this tool provides him and his family.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Pringle is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Pringle in exchange for his participation or comments. Mr. Pringle has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 3 Clear Conversations - Entrepreneurial Legacies - Terrance Wallace on Empowering Disadvantaged Youth and Driving Innovations
In this episode, we speak with Terrance Wallace, Founder of the nonprofit InZone and Co-Founder of Scan One. Join us as Terrence, an accomplished entrepreneur with a deep-rooted passion for creating opportunities and breaking the cycle of poverty, takes us on a journey of resilience, faith, and determination. Terrance discusses the experience of growing up in an underprivileged neighborhood to founding the highly successful InZone Project in New Zealand to help other children and families break the generational cycles of poverty. Discover how Terrence's experiences shaped his perspective on social entrepreneurship and the power of education. He also sheds light on his for-profit venture, Scan One, which provides biometric tracking and access control solutions. Throughout the podcast, Terrence emphasizes the value of diversity, culture, networking, and his heartfelt desire to make a difference.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Wallace is a client of Clearwater Capital Partners. No compensation was provided to Mr. Wallace in exchange for his participation or comments. Beyond their advisory relationship, Mr. Wallace has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 2 Clear Conversations - Entrepreneurial Legacies – Kenny Cox on Interdependence
In this episode, we speak with Kenny Cox, Founder and CEO of Cox Family Holdings and Owner of Exacto, Inc. Join Kenny as he takes us on a journey through his entrepreneurial beginnings, emphasizing the importance of interdependency, continuous learning, and personal growth. Kenny shares his thought process on establishing effective boards, the strength of unity within the pack, the foundation of his and his family’s giving, his personal mission statement to encourage healing, purpose, and legacy; and so much more.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. All opinions expressed by Mr. Cox and Mr. Sleeting are their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Cox is a client of Clearwater Capital Partners. No compensation was provided to Mr. Cox in exchange for his participation or comments. In addition to their advisory relationship, Mr. Sleeting also provides services for Mr. Cox as the Chair of the Board of Directors of Mr. Cox’s business.
Episode 1 - Clear Conversations - Entrepreneurial Legacies - John Chapman
In this episode, we speak with John Chapman, Founder and CEO of Clearwater Capital Partners, as he shares his inspiring journey and the secrets behind his firm's 17-year longevity. Join us as we explore John's motivations, discuss the "Burn the Boats" mentality, dig into the significance of Clearwater Capital's purpose, and uncover his reflections on life and legacy.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and John Chapman are employees of Clearwater Capital Partners. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Episode 0 - Clear Conversations - Entrepreneurial Legacies Introduction
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide legal or tax advice. Please consult with your legal or tax professional for such advice.
To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.
Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.