Clear Conversations

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Caleb Breakey of Renown Publishing to explore the power of storytelling, purpose, and the legacy we are building every day.

Caleb shares his path from journalism to helping others uncover and own their personal narratives, and why doing so is often the catalyst for meaningful transformation. From reframing failure to embracing honest reflection, this conversation highlights how both defining moments and everyday experiences shape the impact we make.

Together, they unpack the connection between storytelling and entrepreneurship, and how a clear understanding of your story influences leadership, decision-making, and generosity. Rather than striving for a polished version of success, Caleb makes the case for authenticity, growth, and living with intention.

This episode is both an invitation and a challenge: what changes when you fully embrace your story and use it to serve others?

In this episode:

• The role of storytelling in personal and professional growth
• Why failure is a critical part of a meaningful narrative
• How your story shapes leadership, legacy, and impact
• The connection between storytelling, generosity, and purpose

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. Caleb Breakey is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Breakey in exchange for his participation or comments. Mr. Breakey has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

In this episode of Entrepreneurial Legacies, we sit down with Jeff Wallace, President of the National Christian Foundation in Chicago, for a thoughtful conversation about generosity, purpose, and the ripple effect of small acts done faithfully over time.

Jeff shares how a mindset of service shapes our approach to leadership, wealth, and everyday life. From the idea of improving just 1% each day to recognizing that even the smallest moments of generosity can create impact far beyond what we can see, this conversation explores how faith and intentional living influence the way we steward our time, talent, and treasure.

Rather than chasing immediate returns or recognition, Jeff reminds us that lasting impact often begins with small, consistent choices to serve others well. Whether it is supporting a colleague, extending patience in a frustrating moment, or using our resources to bless others, those everyday decisions compound in powerful ways.

This episode is both a reflection and a challenge: how might one small act of generosity today create a ripple effect tomorrow?

In this episode, we discuss:

• The power of the 1% improvement mindset

• Why service is foundational to meaningful leadership

• How generosity can shape a lasting legacy

• Living intentionally with your time, talent, and treasure

Take a moment to reflect on how one small act of kindness or generosity today could impact someone else’s story.

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 Kevin Rochford are employees of Clearwater Capital Partners. Jeff Wallace is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Wallace in exchange for his participation or comments. Mr. Wallace has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Clearwater Capital Partners is not affiliated with the National Christian Foundation.

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kate Gardner for an honest and deeply personal conversation about inheriting wealth at a young age and the journey that followed.

Kate opens up about navigating sudden wealth syndrome and with it, the emotional challenges, questions of identity, and the responsibilities that come with stewardship. Together, John and Kate explore the opportunities and pitfalls of inherited wealth, how families can approach legacy with intention, and why open communication is more important than most realize.

They also discuss the role of faith, the impact of philanthropy, and how giving helped Kate find purpose and clarity in her own life. This conversation offers practical insights for families navigating generational wealth, while also providing a thoughtful reflection on what it truly means to steward resources responsibly.

If you’re interested in legacy planning, wealth stewardship, or the human side of financial conversations, this episode offers real-world wisdom and meaningful perspective.

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kevin Rochford for a thoughtful discussion on modern wealth management, legacy planning, and the evolving nature of client relationships. Drawing on decades of experience across global markets, family advisory work, and military service, Kevin shares how those experiences shaped a disciplined, values-driven approach to serving families.

John and Kevin explore the industry’s shift away from large institutional models toward more personalized, relationship-focused advice, and why trust, access, and long-term alignment are central to effective wealth management today. Kevin also shares what led him to Clearwater Capital Partners, citing the firm’s collaborative culture, nimble structure, and unwavering commitment to putting clients first.

Throughout the conversation, the focus extends beyond performance to the role wealth plays in leadership, values, and legacy. This episode underscores the importance of thoughtful planning, clear perspective, and building strategies designed to support what matters most to families over time.

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 Kevin Rochford 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. John Sleeting sits on the Advisory Board for the Family Wealth Alliance (FWA). Clearwater Capital Partners is a member of the Family Wealth Alliance (FWA).

Chris shares his professional journey, from his early days in the industry to his current role, and how those experiences have shaped his thoughtful, relationship-driven approach to deals today. He emphasizes the value of strategic planning, trust-building, and preparation in driving successful outcomes.

Together, Chris and John walk through the key steps of selling a business, including preparing confidential materials, determining valuation, managing buyer interest, and collaborating closely with legal and financial advisors. Chris highlights the importance of doing your homework: quality of earnings reports, well-organized data rooms, and readiness for due diligence are all essential. They also explore how to identify the right buyers and assemble the right team to lead the process.

Whether you are considering selling your company or want a clearer look at how M&A works behind the scenes, this episode offers practical insights and advice from someone who has been in the trenches.

Episode Overview: This episode explores investment banking, M&A, succession planning, and considerations for a successful business exit.

Disclosure:

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. Geyer is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Geyer in exchange for his participation or comments. Mr. Geyer has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.

In this episode, we spotlight the true power of community through conversations with passionate entrepreneurs, generous sponsors, and the inspiring beneficiaries this event supports. Driven by passion and inspired by giving, this episode offers a behind-the-scenes look at how one event drives real impact and why it matters.

Disclosures:

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, John Chapman, James Chapman, and Greg Davis are employees of Clearwater Capital Partners.

Fellowship Housing is a client of Clearwater Capital Partners. Kim Downing, Courtney Burton, Allison Chrastka, Nicholas Ehardt, Kyle Sulkar, Cesar Marin, Tracie Rasmussen, Andrew Royce, Sandy Schwab, Adarsh Shukla, Ahmed Shaaban, and Noah Shaaban are not clients of Clearwater Capital Partners. Bluestone Advisors is not affiliated with Clearwater Capital Partners.

No compensation was provided to these individuals in exchange for their participation or comments. All opinions expressed by participants are solely their own and do not reflect the opinion of Clearwater Capital Partners. Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

Drawing from his personal and professional experiences, including his departure from the Denver Institute for Faith and Work, Jeff shares how this pivotal moment shaped his views on calling, identity, and leadership.

Together, John and Jeff explore the often-overlooked emotional aspects of selling or transitioning a business. Jeff brings a unique perspective, influenced by his background in economics, theology, and entrepreneurship, and explains why understanding one’s deeper purpose is just as important as any financial detail.

Jeff also introduces his latest initiative, Better Exit, which aims to help business owners navigate these changes with emotional clarity and spiritual grounding. This conversation is essential listening for anyone considering their next steps—because exiting a business is not only about what you leave behind, but also about the person you are becoming throughout the journey.

Disclosures:

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. Haanen is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Haanen in exchange for his participation or comments. Mr. Haanen has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.

Drawing on his recent work with Cox Family Holdings, Kip guides listeners through how strategic planning, thoughtful board structures, and the right external advisors can shape a company’s future.

During their conversation, John and Kip delve into the key ingredients that drive successful M&A work, particularly in the context of family-owned businesses. From balancing organic growth with acquisitions to knowing when to bring in industry-specific investment bankers, Kip offers insights that can help business owners prepare for what is next.

This episode offers practical advice and highlights the importance of relationships built during pivotal moments, which matter just as much as the deal itself.

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. Pendleton is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Pendleton in exchange for his participation or comments. Mr. Pendleton has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.

With years of hands-on experience in mergers and acquisitions, Garry provides a practical and insightful perspective on how to prepare a company for its next chapter. 
Their discussion covers all aspects of business planning, highlighting that early-stage strategy is as crucial as exit strategy. They explore ways to create long-term value and outline the steps business owners can take to become more attractive to potential buyers or partners.  

Garry also shares his insights on assembling the right team and relying on trusted advisors, highlighting the crucial roles that investment bankers and advisory boards play in ensuring a successful transaction. This episode is full of insights, offering a grounded perspective on how thoughtful planning can lead to better outcomes for business owners and the legacies they leave behind. 

Disclosure:

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.

Joe reflects on the pivotal moment he left a stable role at a large corporation to join a smaller agency—an early leap that would ultimately lead to long-term growth and leadership.

Together, John and Joe explore the evolution of the business, from organic expansion to strategic acquisitions. Joe offers candid insights into the complexities of mergers and acquisitions, including the lessons learned through both challenges and wins. The conversation also touches on internal succession planning and the emotional nuances of leadership transitions, especially when stepping away from a business you’ve helped shape.

For those navigating growth while aiming to preserve culture and purpose, this episode offers a thoughtful perspective on balancing strategy, people, and identity through each phase of entrepreneurship.

Disclosure:

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. Joseph Kuchta is a member of the Board of Directors for Clearwater Capital Partners. He is compensated for his role as a Board Member. Joseph was not compensated for his statements or participation in this podcast. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

With impressive professional backgrounds—Anna in law and Natalie in marketing and advertising—they joined forces in the real estate world to build a thriving, equal partnership.

Their conversation delves into the art of understanding diverse client needs, crafting tailored strategies, and navigating an ever-evolving real estate landscape amid national regulatory shifts. Anna and Natalie offer a wealth of insight into the nuances of luxury real estate, from the importance of adaptability to the strategic thinking required to stay ahead in a competitive market.

Beyond business, this episode explores how professional success is shaped by personal passion, community engagement, and ethical business practices. Anna and Natalie share how their philanthropic efforts intertwine with their careers, strengthening both their professional impact and their legacy. As the discussion unfolds, listeners can gain valuable perspectives on market trends, the intricacies of high-end real estate transactions, and the lasting power of strong client-agent relationships.

Disclosure:

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.

The conversation explores the firm’s core values—where character and competency are essential traits—along with its three primary business areas: Family Office, Private Wealth, and Institutional Advisory Services. Chapman and Sleeting also discuss Clearwater Capital’s organic growth strategy, fiduciary alignment, and the future role of mergers and acquisitions in shaping the firm’s path forward.

To learn more about Clearwater Capital Partners and their growth vision, join the conversation on YouTube, Apple Podcasts, or Spotify.

Disclosure:

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.

Together, John and Katie explore the entrepreneurial spirit behind extraordinary families, drawing connections between themes of leadership, integrity, and legacy building within family businesses. This episode highlights moments of vulnerability and inspiration from past guests, offering listeners a thoughtful lens to navigate their own aspirations in the year ahead.

Tune in to celebrate the lessons of the past and gain inspiration for the opportunities of 2025.

Disclosure:

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 Katie Berganske-Frank 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.

Drawing from personal experiences, including navigating family responsibilities after her father’s early passing, Valerie brings a deeply personal perspective to advising families on legacy and purposeful giving.

Throughout the conversation, Valerie highlights the importance of approaching legacy holistically—integrating financial, spiritual, and familial wealth to create a meaningful and enduring impact. Her passion for continuous learning and academic rigor equips her to navigate complex wealth scenarios with confidence and insight. Valerie also sheds light on the unique challenges women face in wealth management, sharing lessons from her collaborative projects with her mother, including their writing and radio programs. Tune in for an inspiring discussion on building confidence, fostering meaningful legacies, and helping families align their wealth with their values.

Disclosure:
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 Valerie Hogan 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.

As she reflects on pivotal moments that ignited her drive, Melissa offers listeners a blend of personal insights and practical strategies for integrating core beliefs into an entrepreneurial framework.

Together, John and Melissa delve into the power of having a clear purpose behind every goal and the importance of nurturing a positive, inclusive culture—both at work and at home. They also discuss the unique role of women in today’s entrepreneurial world, emphasizing the value of authenticity and connection in leadership. Tune in for a conversation designed for anyone aspiring to create a sustainable legacy in business by merging personal values with professional ambition.

Disclosure:
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 participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

He reflects on his decision to join the family business, and the lessons learned in building a culture rooted in accountability, integrity, and openness. Tune in to discover Jae’s key ingredients behind thriving family-business relationships, effective risk-taking, and fostering trust among stakeholders.

Disclosure:
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. Jae Haas is a client of Clearwater Capital Partners. No compensation was provided to Mr. Haas in exchange for his participation or comments. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

With a finance degree from the University of Illinois and an MBA from Northwestern University, David’s deep business insights are matched by a strong personal commitment to creating meaningful impact.

The conversation delves into David’s experiences navigating the complexities of working for a family-owned business, where he successfully balanced business growth and his own personal values. They discuss the importance of alignment between family and non-family executives, the need for mutual respect, and the process of building trust. David also offers reflections on what true legacy means beyond wealth, emphasizing the importance of making a difference through one’s actions and living out one’s faith authentically.

Disclosure:
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. Saporta is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Saporta in exchange for his participation or comments. Mr. Saporta has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.

Reflecting on his 30-year tenure with Power Construction, Terry emphasizes the pivotal role of trust, transparency, and empathy in his leadership approach. This episode sheds light on how a successful enterprise can be built by blending professional management, family values, and philanthropic endeavors, especially within an organization nearing its centennial anniversary.

Disclosure:
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. Terry Graber is a client of Clearwater Capital Partners. No compensation was provided to Mr. Graber in exchange for his participation or comments. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Tune in to hear from our event sponsors, who share their purpose and enthusiasm for participating in this remarkable gathering. Discover the stories of local non-profits and learn how the event enriches the communities they serve. Engage with various leaders from the Clearwater Capital Foundation, Clearwater Capital Partners, and valued Hyper Sponsors to the event as they discuss their commitment to community support and the profound joys of generosity.

Celebrate with us the collaboration and dedication that drive the Charity Super Car Show, turning it into an event that fosters unity, gives back to the community, and inspires acts of kindness.

Disclosure:
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, John Chapman, Katie Berganske, James Chapman, Melissa Dailey-Newman, Valerie Hogan, and Greg Davis are employees of Clearwater Capital Partners.

Darrel Saldanha and Fellowship Housing are clients of Clearwater Capital Partners. Kyle Sulkar, Bob Berk, Kris Salyards, Cesar Marin, Chris Biggs, Heather Corins, and Samantha Elston are not clients of Clearwater Capital Partners. No compensation was provided to these individuals in exchange for their participation or comments.

All opinions expressed by participants are solely their own and do not reflect the opinion of Clearwater Capital Partners. Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

Tom reflects on how family values and education shaped his path and discusses his commitment to creating a lasting legacy. He explains the core philosophy of the Family Wealth Alliance, “We Place Families First,” and emphasizes the importance of human connections over financial metrics. Drawing inspiration from Jay Hughes’s book Family Wealth, Tom describes how staying true to core values has guided the Alliance’s mission and growth.

The conversation also explores the increasing complexities of serving wealthy families and the growing trend towards collaboration and education within the advisory community. Throughout their dialogue, Tom and John highlight the importance of trust, humility in leadership, and strategic planning for sustainable growth and succession.

Disclosure:
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. Mr. Livergood is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Livergood in exchange for his participation or comments.

Mr. Livergood is a representative of Family Wealth Alliance (FWA), a Charles Schwab company, where Clearwater Capital Partners is a member (FWA). Clearwater Capital uses Charles Schwab as a custodian for client’s managed accounts.

All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

She emphasizes the importance of drawing from the strengths of the previous generations while thinking like a first-generation entrepreneur to forge her own path. Discover what being an entrepreneur means to Lizzy as she discusses the value of personal growth through education and the importance of building social capital to leverage expertise for success.

Disclosure:
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.

Ms. Lopez is a client of Clearwater Capital Partners. No compensation was provided to Ms. Lopez in exchange for her participation or comments. Beyond her advisory relationship, Ms. Lopez has no other material conflict of interest relating to her relationship with Clearwater Capital Partners.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

Dr. Naseeruddin shares his journey from humble immigrant beginnings to building successful businesses such as Skybalance Medspa, Skypoint Vein and Trilabhealth, LLC. His story showcases the determination, creativity, and leadership that drive his entrepreneurial success and inspire others to pursue their own ambitious goals. James Chapman, a seasoned wealth advisor to entrepreneurs with high-value collectibles, provides insights into how passion-driven assets can be balanced with sound financial strategy.

The discussion explores the emotional and financial dimensions of collecting, delving into how these “passion assets” can become vehicles for legacy-building, strategic risk-taking, and even philanthropy. Chapman shares his knowledge on the transition from accumulating wealth to using it for greater good, while Dr. Naseeruddin reflects on his own experiences with philanthropy and giving back to the community.

Disclosure:
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 James Chapman 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.

Dr. Naseeruddin is not a client of Clearwater Capital Partners. No compensation was provided to Dr. Naseeruddin in exchange for his participation or comments. Dr. Naseeruddin has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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 participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

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.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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 to inflation and reinsurance. In this conversation Dave Meyer navigates the intricate world of insurance and its role in shaping entrepreneurial legacies.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

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.

Disclosure:
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.

Investment advice is offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

Investment Advice is offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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.

Disclosure:
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.

Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor.

Disclosure:
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. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.