{"podcast":{"title":"Entrepreneurial Legacies","slug":"entrepreneurial-legacies-6418527","podcast_index_feed_id":6418527,"rss_url":"https://feeds.libsyn.com/475917/rss","website_url":"https://ccpwealth.com/clear-conversations/","image_url":"https://static.libsyn.com/p/assets/1/4/b/3/14b3dffe399e605d16c3140a3186d450/Entrepreneurial_Legacies_Rebrand_1.png","author":"Clearwater Capital Partners","episode_count":46,"summary":"Welcome to Entrepreneurial Legacies, brought to you by Clearwater Capital Partners, a multi-family office and wealth management firm dedicated to inspiring and empowering clients to live with confidence, joy, and a spirit of abundance. Dive into the principles of financial stewardship, multigenerational wealth planning, and the evolving landscape of family office advisory, offering practical insight for investors, business owners, and families seeking long-term financial clarity. The Entrepreneurial Legacies series, hosted by John Sleeting, Managing Partner of Family Office Services at Clearwater Capital Partners, takes listeners behind the scenes of entrepreneurial families and business founders. Each episode explores real-world journeys that include launching new ventures, leadership challenges, scaling for growth, liquidity events, estate strategy, investment decision-making, philanthropy, and family governance. Through candid conversations and firsthand perspectives, listeners gain valuable insight into wealth management, legacy planning, and the pivotal decisions that shape successful families and individuals as they consider what comes next in their journeys.","last_synced_at":"2026-07-02T02:19:04.543550+00:00","page_url":"https://stenobird.com/podcast/entrepreneurial-legacies-6418527"},"episode":{"title":"Wealth, Legacy, and Giving with Valerie Hogan","slug":"wealth-legacy-and-giving-with-valerie-hogan","published_at":"2024-12-02T17:59:00+00:00","page_url":"https://stenobird.com/podcast/entrepreneurial-legacies-6418527/wealth-legacy-and-giving-with-valerie-hogan","show_page_url":"https://stenobird.com/podcast/entrepreneurial-legacies-6418527","url":"https://aef048ac-76ce-47a6-8e78-2cdc23a54905.libsyn.com/clear-conversations-entrepreneurial-legacies-valerie-hogan-on-wealth-legacy-and-giving","audio_url":"https://traffic.libsyn.com/secure/aef048ac-76ce-47a6-8e78-2cdc23a54905/EP24.mp3?dest-id=4038858","summary":"In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP ®, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie's journey spans from aspiring science student to practicing attorney and philanthropic advocate, culminating in her impactful work in wealth management. Drawing from personal experiences, including navigating family responsibilities after her father's early passing, Valerie brings a deeply personal perspective to advising families on legacy and purposeful giving. Throughout the conversation, Valerie highlights the importance of approaching legacy holistically—integrating financial, spiritual, and familial wealth to create a meaningful and enduring impact. Her passion for continuous learning and academic rigor equips her to navigate complex wealth scenarios with confidence and insight. Valerie also sheds light on the unique challenges women face in wealth management, sharing lessons from her collaborative projects with her mother, including their writing and radio programs. Tune in for an inspiring discussion on building confidence, fostering meaningful legacies, and helping families align their wealth with their values. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Valerie Hogan are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.","meta_description":"In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP ®, a wealth advisor in the Family Office practice at Cle…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4230,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/entrepreneurial-legacies-6418527/episodes/wealth-legacy-and-giving-with-valerie-hogan/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/entrepreneurial-legacies-6418527/wealth-legacy-and-giving-with-valerie-hogan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}