Lessons in Legacy Podcast Episode 08 – Matthew Gaus
Episode 8 of Lessons in Legacy featuring Matt Gaus on family business transition, leadership development, personal growth, entrepreneurship, and building confidence over time.
A Few Helpful Charts – January 2026
“What’s going on in the markets or economy?”
This week, I have a handful of great charts that remind us of the value of diversification, explore how the companies we own are deploying excess cash, and provide a brief update on the housing market. And in our last chart, we’ll share an illustration of the market’s long-standing ability to climb walls of worry.
I hope you find these charts and notes offer valuable perspective as we work together toward your financial goals.
Lessons in Legacy Podcast Episode 07 – Jill Kimmick
In this episode of Lessons in Legacy by Santori & Peters, host Ryan Neupaver is joined by Jill Kimmick, the third-generation leader of D&C Supply, a family-owned business specializing in concrete reinforcement with steel fibers. Jill opens up about the journey of balancing tradition with innovation, the challenges of stepping into leadership in a family business, and how she’s driving growth in a male-dominated industry.
Don’t Have a Vision for Retirement? It’s Time To Fix That!
We find that matriarchs and patriarchs are often worried about their children’s and grandchildren’s ability to take good care of the money and other assets they will one day inherit.
