The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain
Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advice more personal? In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Era Jain, CEO and co-founder of Zeplyn, to discuss how …
Reimagining and Investing in Legacy Industries with Obvious Ventures’ Nan Li
Nan Li is a Managing Director at Obvious Ventures, a venture capital firm investing in entrepreneurs reimagining every sector of the global economy. Nan leads the firm’s investments in companies harnessing deep tech to transform legacy industries like pharmaceuticals, protein therapy, industrial ma…
Reimagining Legacy Business Models at Coastal Bank
Community banks and credit unions have taken deposits and made loans to consumers, small businesses and dreamers of all kinds for decades. Over the years, the business model for these institutions has remained virtually the same.
But the marketplace has changed. Today, instead of being forced to ch…
Becoming a sustainable Digital Enterprise – Episode 2
We’re back with a new episode of Scaling Sustainability Impact. In this episode we continue our conversation about what it takes to become a Sustainable Digital Enterprise. We’re joined again by Eryn Devola, Head of Sustainability at Siemens Digital Industries, and Magnus Edholm, Head of Digital En…
When Parenthood Isn’t an Option: Grief, Growth, and Building a Life Without Children
In this heartfelt episode of Unpacked and Detangled, Ron Love explores the grief, pressure, and emotional complexity of wanting children but facing barriers to parenthood. From societal expectations to queer-specific challenges and the unexpected joys of a childfree life, this conversation holds sp…
Reimagining Legacy: How AI and Storytelling Are Transforming Estate Planning
EPISODE OVERVIEW In this episode, hosts Joel Crampton and Mandy MacPhee sit down with Randy Frisch, founder of Trusty, an AI-powered estate planning platform redefining how families manage, document, and pass down their legacies. With $84 trillion set to change hands in the coming decades, Randy sh…
The Courage to Evolve: Rebranding Rerouting and Reimagining Legacy
Evolution isn’t inconsistent; it’s alignment. In this episode of C3 Impact: The Motivational Blueprint, we explore what it really means to rebrand, reroute, reimagine, and release on your journey toward legacy building.
Learn the four forms of evolution every leader experiences and gain the courag…
S3 Ep 5 || Legacy, Leadership & Black Entrepreneurship: Walter Frye on Inkwell Tides, Heritage, and Building a Story-Driven Brand
In this powerful episode of Envision, Accelerate, Excel, host Karen Stanley sits down with Walter Frye, West Point graduate, Harvard Business School alum, U.S. Army veteran, and founder of Inkwell Tides, to explore how legacy, storytelling, and entrepreneurship intersect across generations.
Walter …
Episode One: Season Five: The Great Fashion Reset - From Fast to Generative
Dive into the high-fashion frontier where generative AI meets the runway. If you or your team are navigating the future of design and marketing, this is a NOT-TO-BE-MISSED episode, experts unpack the AI Fashion Revolution at Paris Fashion Week 2026, from Pierre Cardin’s futuristic space-bound colle…
Inherited Wealth Gap & How To Navigate Effectively
Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers…
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