Living Your Legacy by Confluence Financial Partners cover art

Living Your Legacy by Confluence Financial Partners

Living Your Legacy by Confluence Financial Partners

Written by: Confluence Financial Partners
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Living Your Legacy explores the stories, strategies, and mindsets of individuals who are intentionally shaping their lives and the impact they leave behind. Hosted by Greg Weimer, CEO of Confluence Financial Partners, each episode features a wide range of voices from entrepreneurs and philanthropists to artists, community leaders, and change-makers.


Guests share how they define success, make purposeful decisions, and balance personal fulfillment with the legacy they are building.


Through these conversations, listeners gain meaningful takeaways they can apply to their own lives, including practical strategies for intentional living, thoughtful insights on leadership, career, and personal growth, and valuable perspectives on wealth, relationships, and impact. Each discussion is designed to inspire them to think more expansively about the mark they want to leave.


Whether you’re looking to elevate your career, strengthen your relationships, grow your resources, or live with greater purpose, Living Your Legacy is your guide to creating a life that matters, not just for today, but for generations to come.




Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A, Form CRS and the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov for further information regarding our investment services and their corresponding risks.

© 2026 Living Your Legacy by Confluence Financial Partners
Social Sciences
Episodes
  • He's Helping Businesses Grow by Rethinking Digital Marketing in the Age of AI: Bill Bishilany on AI, Marketing, and Human Behavior
    May 27 2026

    What if the most important thing about AI in business is not what it can do but how well you understand the people you are trying to reach?

    In this episode, Greg Weimer sits down with Bill Bishilany, founder of Mileage Design, to explore what it really means to rethink digital marketing in the
    age of AI. From graduating Ohio State in construction management and surviving the 2008 recession to turning around distressed franchise brands and
    discovering human-centered design through the Stanford d.school reading list, Bill shares how an unconventional path shaped the way he builds digital
    strategies rooted in empathy and problem solving.

    CHAPTERS

    01:10 Welcome to Living Your Legacy
    01:41 Meet Bill Bishilany
    02:30 From Construction to AI
    04:21 Turning Around Distressed Franchise Brands
    06:13 Discovering Human-Centered Design
    07:00 Solving at the Point of Frustration
    08:44 Adding Massive Value to Clients
    10:12 Starting Mileage Design
    11:51 Why It's Called Mileage
    12:21 Human Relationships in the Age of AI
    13:28 AI Is Bigger Than the Internet
    16:23 AI as a Thinking Partner
    18:05 Staying Ahead of Technology
    20:29 What Digital Marketing Really Is
    21:03 How AI Is Changing Search
    22:50 Trust and AI Search Results
    25:36 The Digital Marketing Mosaic
    27:27 Turning the Flintstones into the Jetsons
    28:58 Growth Mindset and Embracing AI
    30:27 Faith, Family, and What Matters Most
    31:23 Happiness Is Not a Destination
    34:04 Raising Someone's Future Best Friend
    35:43 Legacy: Intentional, Deliberate, By Design

    GUEST
    Bill Bishilany — Founder, Mileage Design

    HOST
    Greg Weimer — Founder and CEO, Confluence Financial Partners

    TOPICS
    Innovation & Technology, Growth, Faith & Purpose, Passion & Creativity

    Show More Show Less
    37 mins
  • She Sold Her Wedding Ring to Start a Jewelry Business: The Lou & Veronica Guarino Story
    May 13 2026

    When Lou and Veronica Guarino decided to start their own business, they made a bold and personal sacrifice by selling Veronica's wedding ring to fund what would become Louis Anthony Jewelers.

    In this episode, we sit down with Lou and Veronica Guarino, owners of Louis Anthony Jewelers, to talk about partnership, sacrifice, staying true to
    your standards, and the passion it takes to build a family business that lasts across generations.

    CHAPTERS

    00:36 - Welcome to Living Your Legacy
    01:00 - Meet Lou and Veronica Guarino
    01:26 - Selling the Wedding Ring
    03:30 - Starting with a Desk and a Phone
    05:00 - The "Have We Met Yet?" Campaign
    06:10 - Are Couples Still That Committed?
    08:00 - The First Order and the Phone Book
    09:30 - How Do You Get to Rolex?
    11:15 - The Defining Moment: Six Figures at the Door
    13:00 - The Struggle Is Real
    14:30 - Staying True to Your Standards
    16:00 - Designing a Pin for Madeleine Albright
    18:15 - Your Store Is Your Home
    20:00 - Jewelry as Legacy
    23:00 - Falling in Love with Your Business
    25:00 - Staying Relevant and Innovating
    28:00 - Multigenerational Business
    31:00 - Balance Means Being Out of Balance

    GUEST
    Lou & Veronica Guarino — Co-Owners, Louis Anthony Jewelers

    HOST
    Greg Weimer — Founder and CEO, Confluence Financial Partners

    TOPICS
    Entrepreneurship, Family & Legacy, Passion & Creativity, Resilience

    Show More Show Less
    35 mins
  • What Personalized Medicine Can Really Do: Inside Concierge Medicine with Dr. Sunjay Mannan
    Apr 29 2026

    What if your doctor had the time to really know you, your stress, your sleep, your goals, and the life you actually want to live?

    In this episode, we sit down with Dr. Sunjay Mannan, founder of Health Is Wealth Concierge Medicine, to explore what proactive, personalized healthcare really looks like and why it may be one of the most powerful investments you can make in your future.


    CHAPTERS:

    00:36 - Welcome to Living Your Legacy
    01:01 - Meet Dr. Sunjay Mannan
    02:38 - What Is Concierge Medicine
    04:00 - What a Patient Says About Sunjay
    04:17 - Healthspan vs. Lifespan
    05:08 - Sleep, Data, and Readiness
    05:50 - The Concierge Model vs. Fee-Based Advising
    08:15 - Using AI in Medicine
    09:14 - Stress and How to Manage It
    12:06 - What Does Concierge Medicine Cost
    14:06 - Going Into Patients' Homes
    14:38 - Lessons from a 104-Year-Old Patient
    16:07 - Living Intentionally
    18:36 - Exercise, ADHD, and Dementia
    19:50 - What Exercise Really Means at 55
    21:06 - The Diet Basics That Actually Work
    24:02 - How Long Until You See Results
    25:22 - Questions to Ask Your Doctor
    27:54 - Women's Health and Hormone Therapy
    29:45 - Legacy and Eulogical Values

    GUEST
    Dr. Sunjay Mannan — Founder, Health Is Wealth Concierge Medicine

    HOST
    Greg Weimer — Founder and CEO, Confluence Financial Partners

    TOPICS
    Health & Wellness, Growth, Faith & Purpose

    Show More Show Less
    32 mins
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