Entrepreneurial Legacies

Philanthropic Legacies: Integrating Your Life's Story with Caleb Breakey

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Caleb Breakey of Renowned Publishing to explore the power of storytelling, purpose, and the legacy we are building every day. Caleb shares his path from journalism to helping others uncover and own their personal narratives, and why doing so is often the catalyst for meaningful transformation. From reframing failure to embracing honest reflection, this conversation highlights how both defining moments and everyday experiences shape the impact we make. Together, they unpack the connection between storytelling and entrepreneurship, and how a clear understanding of your story influences leadership, decision-making, and generosity. Rather than striving for a polished version of success, Caleb makes the case for authenticity, growth, and living with intention. This episode is both an invitation and a challenge: what changes when you fully embrace your story and use it to serve others? In this episode: * The role of storytelling in personal and professional growth * Why failure is a critical part of a meaningful narrative * How your story shapes leadership, legacy, and impact * The connection between storytelling, generosity, and purpose * 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 is an employee of Clearwater Capital Partners. Caleb Breakey is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Breakey in exchange for his participation or comments. Mr. Breakey has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Philanthropic Legacies: The Art of Giving Wisely with Jeff Wallace

In this episode of Entrepreneurial Legacies, we sit down with Jeff Wallace, President of the National Christian Foundation in Chicago, for a thoughtful conversation about generosity, purpose, and the ripple effect of small acts done faithfully over time. Jeff shares how a mindset of service shapes our approach to leadership, wealth, and everyday life. From the idea of improving just 1% each day to recognizing that even the smallest moments of generosity can create impact far beyond what we can see, this conversation explores how faith and intentional living influence the way we steward our time, talent, and treasure. Rather than chasing immediate returns or recognition, Jeff reminds us that lasting impact often begins with small, consistent choices to serve others well. Whether it is supporting a colleague, extending patience in a frustrating moment, or using our resources to bless others, those everyday decisions compound in powerful ways. This episode is both a reflection and a challenge: how might one small act of generosity today create a ripple effect tomorrow? In this episode, we discuss: * The power of the 1% improvement mindset * Why service is foundational to meaningful leadership * How generosity can shape a lasting legacy * Living intentionally with your time, talent, and treasure Take a moment to reflect on how one small act of kindness or generosity today could impact someone else's story. 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 Kevin Rochford are employees of Clearwater Capital Partners. Jeff Wallace is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Wallace in exchange for his participation or comments. Mr. Wallace has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Clearwater Capital Partners is not affiliated with the National Christian Foundation.

Philanthropic Legacies: The Ascending Generation with Kate Gardner

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kate Gardner for an honest and deeply personal conversation about inheriting wealth at a young age and the journey that followed. Kate opens up about navigating sudden wealth syndrome and with it, the emotional challenges, questions of identity, and the responsibilities that come with stewardship. Together, John and Kate explore the opportunities and pitfalls of inherited wealth, how families can approach legacy with intention, and why open communication is more important than most realize. They also discuss the role of faith, the impact of philanthropy, and how giving helped Kate find purpose and clarity in her own life. This conversation offers practical insights for families navigating generational wealth, while also providing a thoughtful reflection on what it truly means to steward resources responsibly. If you're interested in legacy planning, wealth stewardship, or the human side of financial conversations, this episode offers real-world wisdom and meaningful perspective. Title Referenced in this Episode: https://medium.com/@generosity_ny/biblical-framework-for-tithing-241ae887edfb [https://medium.com/@generosity_ny/biblical-framework-for-tithing-241ae887edfb] 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 is an employee of Clearwater Capital Partners. Kate Gardner is not a client of Clearwater Capital Partners. No compensation was provided to Ms. Gardner in exchange for her participation or comments. Ms. Gardner has no other material conflict of interest relating to her relationship with Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Choosing Clearwater Capital by Kevin Rochford

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kevin Rochford for a thoughtful discussion on modern wealth management, legacy planning, and the evolving nature of client relationships. Drawing on decades of experience across global markets, family advisory work, and military service, Kevin shares how those experiences shaped a disciplined, values-driven approach to serving families. John and Kevin explore the industry's shift away from large institutional models toward more personalized, relationship-focused advice, and why trust, access, and long-term alignment are central to effective wealth management today. Kevin also shares what led him to Clearwater Capital Partners, citing the firm's collaborative culture, nimble structure, and unwavering commitment to putting clients first. Throughout the conversation, the focus extends beyond performance to the role wealth plays in leadership, values, and legacy. This episode underscores the importance of thoughtful planning, clear perspective, and building strategies designed to support what matters most to families over time. 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 Kevin Rochford 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. John Sleeting sits on the Advisory Board for the Family Wealth Alliance (FWA). Clearwater Capital Partners is a member of the Family Wealth Alliance (FWA).

Private Market Participation & Portfolio Construction with Tyler Beachler

In this episode of Clear Conversations, John Sleeting sits down with Tyler Beachler, Deputy Chief Investment Strategist at Clearwater Capital, for a clear, practical introduction to the world of private markets. Building on earlier conversations about the entrepreneurial life cycle, they explore how business owners navigate the startup, growth, and maturity phases and the legal, tax, and financial planning considerations that matter most at each stage. John and Tyler also unpack how private market investing differs from the public markets many investors know well, and why success in this space often demands a more personalized approach. Tyler offers an inside look at what it truly takes to evaluate private market opportunities, from identifying top-tier managers to understanding the operational groundwork behind every investment. He walks listeners through Clearwater's private markets platform and the rigorous due diligence process that informs each decision. The conversation also touches on the growing movement to democratize private markets, the new risks that come with expanded access, and how strategies like secondary investments and co-investments are reshaping capital allocation. Throughout the episode, John and Tyler reinforce one core message. A thoughtful, tailored investment strategy built around long-term client goals matters far more than chasing the latest market trend. Disclosures: 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. A Qualified Purchaser is a specific designation under U.S. securities laws, defined in Section 2(a)(51) of the Investment Company Act of 1940 and is more stringent than that of an accredited investor. This status is intended to identify individuals or entities with sufficient wealth or investment sophistication to participate in certain high-risk or complex investment opportunities, such as private investments and hedge funds that rely on exemptions from registration under the Investment Company Act and otherwise unavailable to the general public. Qualified Purchasers are individuals or family-owned companies having $5 million or more in investments, such as stocks, bonds, and other securities, not including a primary residence. The Global Family Office Report can be found through UBS. Clearwater Capital Partners is not affiliated with UBS. John Sleeting and Tyler Beachler 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. John Sleeting sits on the Advisory Board for the Family Wealth Alliance (FWA). Clearwater Capital Partners is a member of the Family Wealth Alliance (FWA).