Legacy Lounge
Why Our New CIO is Re-Engineering Investment Strategy
9th April 2025
In this episode of the Legacy Lounge, we sit down with Samir Sinha, CFA®, our new Chief Investment Officer.
Avoid These Costly Business Mistakes! A CPA’s Guide to Growth, Taxes & Succession Planning
17th March 2025
In this episode of the Legacy Lounge, we sit down with Douglas “Doug” Dickey, a seasoned CPA and the founder of a top 1% accounting and consulting firm.
The Future Isn't Waiting: Shaping Tomorrow with Futurist Alexandra Whittington
24th February 2025
We welcome Alexandra Whittington to the Legacy Lounge. Alexandra is a a futurist, author, and speaker who helps us navigate the uncertainties of tomorrow.
All You Need to Know About Private Placement Life Insurance (PPLI)
10th February 2025
We welcome Jay Judas, Co-Founder and CEO of Life Insurance Strategies Group, to the Legacy Lounge.
The Legacy Lounge Episode 12: Ed Berube
27th January 2025
We welcome Ed Berube, a performance management consultant and mentor and Executive Member of the Stavis Wealth Advisory Board, to the Legacy Lounge.
The Legacy Lounge Episode 11: Nicholas Bohnsack
15th January 2025
We welcome Nicholas Bohnsack, President & Co-Founder of Strategas and CEO of Strategas Asset Management, to the Legacy Lounge.
The Legacy Lounge Episode 10: Julie Baker Finck, Ph.D.
18th December 2024
We welcome Julie Baker Finck Ph.D., who brings her 20+ years of K-12 education and non-profit management to her current role as President and CEO of the Barbara Bush Houston Literacy Foundation.
The Legacy Lounge Episode 9: Rachel Regan
9th December 2024
We welcome Rachel Regan, a marketing and business development leader who is currently the Head of Global Sales and Acquisitions for Exclusive Resorts, to the Legacy Lounge.