Living Your Legacy by Confluence Financial Partners
Living Your Legacy explores the stories, strategies, and mindsets of individuals who are intentionally shaping their lives and the impact they leave behind. Hosted by Greg Weimer, CEO of Confluence Financial Partners, each episode features a wide range of voices from entrepreneurs and philanthropists to artists, community leaders, and change-makers.
Guests share how they define success, make purposeful decisions, and balance personal fulfillment with the legacy they are building.
Through these conversations, listeners gain meaningful takeaways they can apply to their own lives, including practical strategies for intentional living, thoughtful insights on leadership, career, and personal growth, and valuable perspectives on wealth, relationships, and impact. Each discussion is designed to inspire them to think more expansively about the mark they want to leave.
Whether you’re looking to elevate your career, strengthen your relationships, grow your resources, or live with greater purpose, Living Your Legacy is your guide to creating a life that matters, not just for today, but for generations to come.
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A, Form CRS and the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov for further information regarding our investment services and their corresponding risks.
Living Your Legacy by Confluence Financial Partners
Latest Episodes
She Sold Her Wedding Ring to Start a Jewelry Business: The Lou & Veronica Guarino Story
When Lou and Veronica Guarino decided to start their own business, they made a bold and personal sacrifice by selling Veronica's wedding ring to fund what would become Louis Anthony Jewelers.In this episode, we sit down with Lou and Vero...
What Personalized Medicine Can Really Do: Inside Concierge Medicine with Dr. Sunjay Mannan
What if your doctor had the time to really know you, your stress, your sleep, your goals, and the life you actually want to live?In this episode, we sit down with Dr. Sunjay Mannan, founder of Health Is Wealth Concierge Medicine, to expl...
Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process
He lost all his confidence in high school. Then Chris Lee discovered what happens when you fall in love with the process.Greg Weimer sits down with Chris Lee — Managing Director and COO of Dickie, McCamey & Chilcote — to talk about l...
Inside the World of Betsy Wentz: Fearless, Passionate, and Inspiring You to Chase What You Love
A childhood in her mother's studio. A career in behavioral health. Then Betsy Wentz went back to the thing she loved.Greg Weimer sits down with Betsy Wentz — nationally recognized interior designer, author of Design Happy, and a woman wh...
Ryan “Bugsy” Malone and Life After the NHL: One Athlete’s Journey to Purpose
Ryan Malone spent 12 years in the NHL. Then the jersey came off, and he had to figure out who he was without it.Greg Weimer sits down with Ryan "Bugsy" Malone — former Pittsburgh Penguin and Tampa Bay Lightning forward — to talk about th...
