Family Office

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.