In this episode of Lessons in Legacy by Santori & Peters, host Ryan Neupaver is joined by Kathy Battis, owner of Pastries A-La-Carte and a true icon in Pittsburgh’s small business community.
Lessons in Legacy Podcast Episode 05 – Kathy Battis Read More »
In this episode of ‘Lessons in Legacy’ by Santori & Peters, host Ryan Neupaver is joined by Tim Tannert, EOS® Implementer and CEO of CultureCures. Tim shares his journey from high-achieving CEO to an intentional leader focused on purpose, family, and sustainable business growth.
Lessons in Legacy Podcast Episode 04 – Tim Tannert Read More »
In this episode of ‘Lessons in Legacy’ by Santori & Peters, host Ryan Neupaver engages in a detailed conversation with Dick Singer, a seasoned master chair for Vistage Worldwide. They discuss Dick’s diverse journey from starting in the broadcasting industry to mentoring business leaders at Vistage.
Lessons in Legacy Podcast Episode 03 – Dick Singer Read More »
In the second episode of the ‘Lessons and Legacy’ podcast by Santori & Peters, host Ryan Neupaver sits down with Robyn Sechler, VP of Partnerships at GoodTrust.
Lessons in Legacy Podcast Episode 02 – Robyn Sechler Read More »
Life insurance—it’s one of those categories of wealth management that’s commonly viewed as plain vanilla and a bit dull, or even as one of life’s big annoyances.
Life Insurance Fundamentals It Pays to Know Read More »
The vast majority of people with $25 million or more of net worth are worried that their heirs may waste the money they inherit someday.
Here’s How the Ultra-Wealthy Set Their Heirs Up for Success Read More »
Affluent families often pay close attention to their investable assets, looking for ways to both protect and grow wealth.
Five Ways Homeowners May Be Putting Their Wealth and Well-Being at Risk Read More »
In the first episode of the “Lessons in Legacy” podcast from Santori & Peters, President, Ryan Neupaver sits down with his father, Al Neupaver, a former CEO and Navy Veteran, whose journey spans from the United States Naval Academy to the nuclear submarine force, and later, leading companies at Amatec and WABTEC.
Lessons in Legacy Podcast Episode 01 – Al Neupaver Read More »
Online social media influencers have discovered the world of finance—and they’re doing their best to get your attention so they can tell you what to do with your wealth.
Be Wary of Social Media ‘Fin-Fluencers’ Read More »
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit and to minimize the state and federal tax bite that often accompanies the transfer of significant wealth.
When It’s Time To Update Your Estate Plan Read More »
