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PODCAST

Entrepreneurial Legacies

Clearwater Capital

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 principels of stewardship. The "Entrepreneurial Legacies" series, hosted by John Sleeting, CCP Executive Partner and Family Office Services leader, delves behind the scenes into the

business entrepreneurship

All Episodes

01:45:38

Clear Conversations - Entrepreneurial Legacies...

Entrepreneurial Legacies ·

2024/07/11

Join John Sleeting for a special edition of the Entrepreneurial Legacies Podcast as we dive into the excitement and community spirit of the Clearwater Capital Foundation’s 4th Annual Charity Super Car Show. This episode shines a light on the power of community impact and support, featuring conversations with passionate entrepreneurs and dedicated community leaders. Tune in to hear from our event sponsors, who share their purpose and enthusiasm for participating in this remarkable gathering

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01:11:34

Clear Conversations - Entrepreneurial Legacies:...

Entrepreneurial Legacies ·

2024/07/01

In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with Thomas (Tom) Livergood, the visionary Founder of the Family Wealth Alliance. Tom shares his journey from growing up in a small-town and running a third-generation family business to leading an influential organization that supports firms serving ultra-high-net-worth families. Tom reflects on how family values and education shaped his path and discusses his commitment to creating a lasting legacy. He

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01:03:33

Clear Conversations - Entrepreneurial Legacies:...

Entrepreneurial Legacies ·

2024/06/03

Join host John Sleeting as he sits down with Lizzy Lopez, Founder and CEO of 1349 Tequila, to explore the concept of legacy and its profound impact on her entrepreneurial journey. Lizzy reflects on her formative years in both Chicago, Illinois and Arandas, Jalisco Mexico, expressing deep pride in her father and grandfather's work ethic and vision to build a better life for future generations. She emphasizes the importance of drawing from the strengths of the previous generations while thinking like

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01:10:29

Clear Conversations - Entrepreneurial Legacies:...

Entrepreneurial Legacies ·

2024/05/01

In this episode, host John Sleeting welcomes Dr. Sameer Naseeruddin, President of Skybalance Med Spa, and James Chapman, Senior Wealth Advisor with Clearwater Capital, for an engaging conversation about the crossroads between entrepreneurial success and the pursuit of personal fulfillment through passion assets like luxury cars, watches, and more. Dr. Naseeruddin shares his journey from humble immigrant beginnings to building successful businesses such as Skybalance Medspa, Skypoint Vein and

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01:08:37

Clear Conversations - Entrepreneurial Legacies:...

Entrepreneurial Legacies ·

2024/04/01

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

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01:14:54

Clear Conversations - Entrepreneurial Legacies:...

Entrepreneurial Legacies ·

2024/03/01

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

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01:03:46

Clear Conversations – Entrepreneurial Legacies: Jeff...

Entrepreneurial Legacies ·

2024/02/01

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

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01:15:12

Clear Conversations – Entrepreneurial Legacies: Dave...

Entrepreneurial Legacies ·

2024/01/02

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 importance 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

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01:14:41

Clear Conversations – Entrepreneurial Legacies: John...

Entrepreneurial Legacies ·

2023/12/15

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

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01:03:35

Clear Conversations - Entrepreneurial Legacies:...

Entrepreneurial Legacies ·

2023/12/01

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

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01:16:21

Clear Conversations – Entrepreneurial Legacies: The...

Entrepreneurial Legacies ·

2023/11/03

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

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01:08:35

Clear Conversations - Entrepreneurial Legacies:...

Entrepreneurial Legacies ·

2023/09/20

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

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57:42

Clear Conversations – Entrepreneurial Legacies -...

Entrepreneurial Legacies ·

2023/09/01

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

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01:06:27

Clear Conversations - Entrepreneurial Legacies: Jim...

Entrepreneurial Legacies ·

2023/08/16

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

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01:10:15

Clear Conversations - Entrepreneurial Legacies: John...

Entrepreneurial Legacies ·

2023/08/01

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

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01:09:34

Clear Conversations - Entrepreneurial Legacies: Joe...

Entrepreneurial Legacies ·

2023/07/15

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

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01:04:35

Clear Conversations-Entrepreneurial Legacies:...

Entrepreneurial Legacies ·

2023/07/01

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 children and families break the

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59:44

Clear Conversations - Entrepreneurial Legacies: Kenny...

Entrepreneurial Legacies ·

2023/06/20

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;

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50:33

Clear Conversations - Entrepreneurial Legacies: John...

Entrepreneurial Legacies ·

2023/06/01

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

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02:50

Clear Conversations-Entrepreneurial Legacies...

Entrepreneurial Legacies ·

2023/06/01

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,

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40 results

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