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Here at Legacy Advisory Partners, we want to ensure that you are not only fully equipped with the knowledge base to succeed, but also with the right resources to help you meet your goals. Check out these assesments we have built to help guide you in your professional and personal life!

If you’re a solopreneur or high-income 1099 professional, you should take advantage of every opportunity to save for retirement. But you don’t want the IRS to take more of your hard-earned money than they need to as you save.

The 401k is just one example of a qualified retirement plan.

What was the “burning bush” moment in your life?

In Episode 27 of The 3 Wins Podcast, I sat down with Doug Hurley, the founder and CEO at RethinkWork. This consulting and coaching firm helps organizations attract and keep the best people, build and develop high-performing teams, and accelerate their results.

In Episode 26 of #The3WinsPodcast, I sat down with Chad Merrill, chairman at Impact 2:52, which owns and operates 17 baseball & soccer academies across the U.S. and also operates a business and leadership consulting company focused on helping companies remain healthy and strong.

In Episode 25 of The 3 Wins Podcast, I go solo to share with you a powerful tool Legacy uses to help business owners narrow the gap between perception and reality when it comes to knowing what their leadership team really thinks about their company.

On Episode 24 of The 3 Wins Podcast, I sat down with Duane Donner, founder and CEO of Founders Advisors, a Birmingham, Alabama-based merger, acquisition, and strategic advisory firm serving lower middle-market companies generally defined as companies with enterprise values from $20 to $250 million.

On Episode 23 of The 3 Wins Podcast, Legacy’s senior investment team—Russ Clemmer, Marc Walker, and Matt Joines—help demystify the complex world of long-term incentive plans (LTIPs), also known as non-qualified deferred compensation (NQDC) plans.

On Episode 22 of The 3 Wins Podcast, Russ speaks with Phil Nicaud, CEO at Legendary Leadership Consultants, a management consulting firm located just north of New Orleans.