Ep. 22: Raising Capital and Scaling with AI: Lessons from Greg Writer

Ep. 24: Unlocking Hidden Benefits Strategies for Business Owners with Jeremiah Desmarais

What if there’s a way for business owners to deliver high-level employee benefits, give their teams a raise, and unlock significant savings—all at zero net cost? In this eye-opening episode of Legacy Engineered, Scott Arden sits down with Jeremiah Desmarais, a 3x Inc. 5000 entrepreneur and leader in the insurance and financial services industry, to reveal a little-known provision buried in the Affordable Care Act. Discover why Fortune 500s and municipalities have quietly leveraged this tax strategy for years, how you can tap into these hidden savings, and why most CPAs never mention them. Jeremiah Desmarais breaks down the logic, compliance, and step-by-step structure that allows companies to improve benefits, retain talent, and boost the bottom line—without extra out-of-pocket cost or changing health plans. Plus, hear real-world results from law firms, construction companies, and school districts, and explore what legacy truly means beyond business success. Episode Overview:00:00 Welcome, introductions, and episode set-up01:30 Why entrepreneurs see opportunities others miss03:40 Is it a knowledge gap, access issue, or fear in the industry?06:00 The compliance landscape and “hidden” tax provisions08:40 Why most CPAs miss out on savings strategies11:30 The little-known Affordable Care Act provision—and its impact14:10 How the program works: Section 125, FICA savings, and claim payments17:30 Real case studies: Law firms, construction, school districts18:45 Who qualifies? Ideal business types and program requirements20:10 What employees actually get: Integrated wellness benefits overview22:09 Can owners and principals benefit, too?24:34 Tax advantage insurance for risk-averse business owners26:44 What does legacy really mean to Jeremiah Desmarais?29:40 Recap and next steps for listeners

Ep. 23: The Legacy Blueprint: Alexa D’Agostino on Systems, Mindset, and Enduring Impact

What if the real reason your marketing isn’t working isn’t your ads—but your entire approach? In this eye-opening interview, Alexa D’Agostino reveals why billions are wasted every year on marketing that looks good but doesn’t actually drive results, and shares the hard truths most agencies won’t tell you. From building 15 multimillion-dollar companies to helping brands like Apple and Mercedes-Benz, Alexa breaks down why blending data with creativity—not chasing vanity metrics—is the key to scalable, lasting success. Discover the exact mindsets, non-negotiable structures, and AI insights fueling exits and legacies, plus the one shift every founder must make on day one to build a business that’s truly sellable. Episode Overview 00:00 Welcome and Alexa D’agostino’s background 01:29 From tech and programming to a marketing powerhouse 04:12 The “aha” moment—when marketing stopped being “fluffy” 06:29 Why most marketing fails: the power of data-driven decisions 08:04 Marketing’s true role as the connective tissue of a business 08:57 Metrics that matter: what separates “pretty” marketing from profit-driving strategies 11:11 Non-negotiables for scaling past 7 figures 12:18 When to start building for an exit (it’s earlier than you think) 14:05 Distinguishing your brand from your personal identity 15:57 Data vs. instinct: how Alexa D’agostino blends both 18:23 Is AI transforming marketing, or just exposing weak strategies? 21:21 The beliefs Alexa D’Agostino had to unlearn about partnership and mentorship 24:26 Designing partnerships to survive the “divorce” 24:32 Alexa D’agostino’s personal legacy and what it really means 26:13 Final takeaways and closing remarks

Ep. 22: Raising Capital and Scaling with AI: Lessons from Greg Writer

What if 30% of the workforce vanished in the next three years—would your business survive? On this episode of Legacy Engineered, Scott Arden sits down with serial entrepreneur and investor Greg Writer to reveal the AI-driven tidal wave transforming business as we know it. Discover how leveraging AI agents can replace 20 to 40 hours of due diligence with just a couple of clicks, why the companies of the future will be built—or left behind—by their willingness to embrace automation, and why human capital and timing still matter more than ever for raising funds. Plus, hear firsthand stories of early e-commerce days, AI-produced country songs, and the launch of cutting-edge investment communities. If you want to skip being disrupted and start engineering your legacy, this is a must-listen episode. Timestamped Overview 00:03 Welcome and introduction to Greg Writer 02:13 Insights from being one of the youngest investment bankers03:59 How AI is changing business and society05:53 Real AI use cases: due diligence and business processes07:20 Spotting the e-commerce and AI revolutions early10:10 What separates funded businesses from the rest12:21 How to think about capital and the right investor14:45 Biggest misconceptions in raising money16:08 Using AI and automation in business today17:09 AI’s double-edged sword: job loss and new leverage18:15 The coming era of disruption and new wealth20:01 What industries will survive the AI wave?22:02 How automation is reshaping our daily lives23:53 Unleashing creativity with AI, from songwriting to business23:59 The Mastermind Investment Club and deal flow26:40 Launch Commerce AI and tools for entrepreneurs27:11 Legacy reflections and keys to purpose-driven success28:06 Closing thoughts and next steps for listeners

Ep. 21: How Happiness Drives Success and Legacy with Pas Simpson

What if the secret to skyrocketing business performance isn’t grinding harder—but learning how to dream again? In this next episode of Legacy Engineered, Pas Simpson, the so-called “Happiness Engineer,” sits down with Scott Arden to reveal why true success starts with happiness, gratitude, collaboration, and living your purpose. From going through a divorce and homelessness to coaching top entrepreneurs and breaking generational curses, Pas Simpson shares hard-won lessons about building support systems, embracing vulnerability, and making your business a force for good. Discover why your legacy isn’t just numbers on a spreadsheet, but the lives you touch and the problems you solve—starting with your own outlook. If you feel stuck or uncertain about your next steps, this conversation just might change everything. Episode Overview 00:00 Welcome and introductions: The Happiness Engineer revealed 01:12 The origin of the “Happiness Engineer” and the journey to expert 03:40 The link between happiness, leadership, and business success 05:42 Why culture starts with every team member 07:22 Collaboration over competition: a new business paradigm 10:07 Support systems and the value of asking for help 13:08 Overcoming loneliness as a founder and building your dream team 16:30 Resilience through adversity—and why leaders serve first 19:03 The one thing to improve both happiness and performance overnight 22:11 Gratitude as the foundation for growth, even when stuck 24:40 Turning passion to profit and the importance of knowing your customer 27:06 The power of vulnerability and seizing new opportunities 32:21 Lessons from failure and becoming the solution 34:54 Pas Simpson on legacy: lifting others as you climb 37:37 Aligning happiness with meaningful success and closing remarks

Ep. 20: Be the Giraffe: Chris Jarvis Redefines Success and Building Wealth That Lasts

What if everything you’ve been told about success, wealth, and legacy is wrong—and relentlessly checking off your to-do list is actually keeping you from true fulfillment? Scott Arden sits down with financial strategist and "Be the Giraffe" founder Chris Jarvis to challenge the status quo on what lasting wealth and a meaningful legacy are really about. From bouncing back after losing everything to the disruptive perspective shift that separates those who keep their wealth from those who lose it, Chris Jarvis reveals why perspective, intention, and human capital matter more than just the numbers. Key highlights include actionable insights on breaking out of autopilot living, the power of self-assessment, why most plans should be built for flexibility, and shocking stats on how quickly generational wealth is typically lost. Plus, discover how true legacy extends far beyond money—and starts with communicating values, designing with intention, and engineering impact that lasts. Take the Self-Assessment to determine your Wild Factor: https://chrisjarvis.me/wildfactor-exam/ [https://nam09.safelinks.protection.outlook.com/?url=https%3A%2F%2Fchrisjarvis.me%2Fwildfactor-exam%2F&data=05%7C02%7CTessa%40controllersltd.com%7C0912ffcad8cb4452120b08dea0c9389a%7Cb954f409b02548beb74bebaa342d38db%7C0%7C0%7C639124983271336969%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=N%2FkD5pGeyzTsdPkCDdKxHOXW62WVNj7wOkAcL%2F3XHkY%3D&reserved=0] Code to access is "Legacy" Episode Overview 00:00 Introduction & Chris Jarvis's philosophy: Be the Giraffe 01:04 Origin story: Loss, self-doubt, and finding perspective 03:10 The "intertwined vines" of business, money, and identity 05:59 Seeing differently in practice: Self-assessment and the Wild Factor 10:53 Are we chasing the wrong version of success? 13:03 Priorities vs. busyness and the cost of distraction 21:08 Families & wealth: What separates those who keep it from those who lose it 29:39 What happens when plans “look right on paper but feel wrong in reality” 36:33 Beyond money—what legacy truly means 47:14 Building, engineering, and communicating intentional impact 47:51 Giraffe Money report, WOW Factor, and special listener offers 51:00 Closing thoughts & connecting with Chris Jarvis