Legacy Leaders

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Greg Nussbickel: Breaking the Myth of Estate Planning Procrastination Feb 19, 2025

Greg, a distinguished attorney with a background in finance and law, has seamlessly transitioned from contract law to specialize in estate planning. With over 17 years of experience, Greg's commitment to making estate planning accessible and efficient has helped thousands of clients secure their financial futures. Join us to discover Greg's unique approach to overcoming procrastination and ensuring families have peace of mind with their estate plans.

Listen to this informative Legacy Leaders episode with Greg Nussbickel about the importance of ongoing estate planning.

Here is what to expect on this week’s show:

· Greg explains the importance of estate planning as an ongoing process that requires periodic reviews and adaptations.

·

Greg offers modern, efficient, and remote estate planning services to help clients overcome procrastination. Timely preparation is crucial to avoid lengthy probate processes and provide financial relief to families.

· Greg explains estate planning goes beyond inheritance and encompasses various financial instruments, taxes, and post-death management of bills and health information.

Connect with Greg:

Website: www.Will.Estate

LinkedIn: https://www.linkedin.com/in/gregory-nussbickel-jd-llm-810ba97/

With Your Guest Host Josh Meyer

Josh is a devoted father, husband, and entrepreneur with 16 years in financial services. He helps individuals and families design and pursue their true legacy, guiding business and family leaders toward balance and alignment.

Josh's passion for legacy planning stems from personal trials, including a near-fatal accident and a battle with cancer, deepening his appreciation for time and purpose. As a qualifying member of the Million Dollar Round Table, he brings expertise and credibility to his mission.

Connect with Josh:

Website: www.yourpeaklegacy.com

LinkedIn: www.linkedin.com/in/JoshSmeyer

IG: @peaklegacypartners

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Georgette Pascalle: Targeted Engagement: Marketing's Quality Revolution Feb 12, 2025

Known as “The Connector,” Georgette Pascale has over 25 years of experience in PR, marketing, communications, digital, social media, IR, business development, entrepreneurship, and agency leadership (the agency she founded, grew, and sold was completely virtual two decades ago, way pre pandemic). She is a recognized speaker and highlights her best accomplishments are being a single mom and boxer, rather than talk about her awards, board appointments and accolades.

Listen to this informative Legacy Leaders episode with Georgette Pascalle about authenticity, trust, reputation management, targeted marketing, and effective communication.

Here is what to expect on this week’s show:

● Georgette discusses prioritizing building trust and authenticity through PR, grassroots strategies, and testimonials before venturing into advertising.

● Georgette highlights the importance of prioritizing quality over quantity in marketing strategies. Instead of overwhelming potential clients with excessive advertisements, she advocates for a more targeted, thoughtful approach that fosters genuine connections.

● Georgette explains recognizing your clients' preferred communication style can resolve many challenges. Adapting your approach to align with their preferences fosters smoother, more efficient, and effective interactions.

Connect with Georgette:

Instagram: https://www.instagram.com/beyourowng/

LinkedIn: https://www.linkedin.com/in/georgettepascale/

Facebook: https://www.facebook.com/profile.php?id=61557847648052

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

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Richard Mills: Community-Driven Philanthropy through Donor Advised Funds Feb 05, 2025

Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals.

A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan Trust. He is updating the ABA’s Charitable Gift Planning: A Practical Guide for the Estate Planner and serves on nonprofit boards.

Listen to this informative Better Business, Better Life episode with Richard Mills about estate planning and charitable giving.

Here is what to expect on this week’s show:

● Richard highlights donor-advised funds as a way to make philanthropy more accessible, allowing families to foster generosity and honor loved ones through charitable giving.

● Richard explains qualified charitable distributions from retirement accounts as an effective strategy for blending charitable giving with estate planning, allowing individuals to support their favorite causes while enjoying tax benefits.

● Richard emphasizes the importance of collaborating with estate planners, accountants, and gift planners to effectively navigate the complexities of charitable giving.

Connect with Richard:

Website: https://shrr.com/our-people/richard-mills/

LinkedIn: https://linkedin.com/in/richard-rick-mills-712b401b

Connect with Terry:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

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Carrie Zatelli: Wealth Transfer through Real Estate Investing Jan 29, 2025

Carrie Zatelli is an attorney, entrepreneur, investor, and mother. She is the founder and president of Sky Capital, LLC, where she helps investors achieve financial freedom through multifamily apartment investments, ensuring safe and clean living environments.

Before her work in multifamily investing, Carrie co-founded Walkway Restoration, Inc. in 2014, specializing in sidewalk safety and compliance solutions for both low-income and fair market rate multifamily housing nationwide.

Listen to this informative Legacy Leaders episode with Carrie Zatelli about Transitioning from Law to Real Estate Investing

Here is what to expect on this week’s show:

● Carrie points out that unlike the legal field, success in real estate isn’t determined by the number of hours worked. Instead, recognizing the importance of efficiency and strategic decision-making can lead to a more balanced and successful career.

● Real estate investing enabled Carrie to build wealth while maintaining a healthy work-life balance. By aligning career choices with personal values, professionals can achieve financial success without compromising well-being.

● Carrie explains her success in real estate stemmed from collaborating with experts and leveraging their knowledge within investment teams. Building a strong network and utilizing diverse skills helps navigate challenges and capitalize on opportunities in the market.

Connect with Carrie:

Instagram: https://www.instagram.com/skysyndication?igsh=N2MybTRhZXN0dHE4

Facebook: https://www.facebook.com/investskycapitalllc

LinkedIn: https://www.linkedin.com/in/carriezatelli/

With your Guest Host: Josh Meyer

Josh is a devoted father, husband, and entrepreneur with 16 years of experience in financial services. He is passionate about helping individuals and families design and achieve their legacy vision, focusing on balance and alignment in both business and personal life.

Josh’s commitment to legacy planning was shaped by transformative experiences, including a near-fatal accident and a battle with cancer, which deepened his appreciation for time and purpose. As a member of the Million Dollar Round Table, Josh brings expertise and credibility to his mission of empowering clients to live their legacy.

Connect with Josh:

Website: www.yourpeaklegacy.com

LinkedIn: www.linkedin.com/in/JoshSmeyer

IG: @peaklegacypartners

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Optimizing Business Decisions for Law Firm Success Jan 22, 2025

John Scott, a Partner in Tax at Anders for over 30 years, specializes in advising law firms on maximizing profits and minimizing taxes. With a proven track record, he has guided firms of all sizes in optimizing cash flow, leveraging KPIs, and navigating complex tax codes.

John analyzes financial statements to identify actionable strategies for improving profitability and cash flow. He helps law firm owners focus on practicing law by providing tailored advice on staff utilization, dynamic forecasting, hiring decisions, career path development, trust accounting, and partner distributions.

Listen to this informative Legacy Leaders episode with John Scott about optimizing financial processes for law firms.

Here is what to expect on this week’s show:

● John emphasizes the importance of leverage in law firms, indicating that maintaining a 3-to-1 ratio of professionals per file can increase profitability and sustainability.

● John explains hiring a virtual CFO can provide substantial cost savings and process improvements compared to traditional CFO roles.

● John promotes a subscription-based flat fee billing model, ensuring clients know their annual fee divided by 52 and pay on a weekly basis.

Connect with John:

Website: https://anderscpa.com/

John's LinkedIn: https://www.linkedin.com/in/john-c-scott-cpa

Company LinkedIn: https://www.linkedin.com/company/vcfobyanders/

YouTube: https://www.youtube.com/@vcfobyanders

Instagram: https://www.instagram.com/vcfobyanders/

Facebook: https://www.facebook.com/@vcfobyanders

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ ,https://www.americanlegacynetwork.com/aln-home1

LinkedIn:https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

X: https://x.com/randygravitt

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Empower Your Team: Transformative Leadership Strategies Jan 15, 2025

Randy Gravitt is an author, speaker, and executive coach who encourages leaders to reach their potential. In 2014, Randy founded Lead Every Day, where he currently serves as the CEO (Chief Encouragement Officer), leading a team of coaches and consultants who work with high-performance leaders, organizations, and teams around the world. As a speaker, Randy delivers keynotes and training workshops on the topics of leadership, culture, team building, organizational effectiveness, and peak performance. Those he works with include: Chick-fil-A, Grand Hyatt, Fellowship of Christian Athletes, Kroger, and the Winshape Foundation. He has also served as one of the leadership coaches for the Pittsburgh Pirates and the Buffalo Bills.

Listen to this informative Legacy Leaders episode with Randy Gravitt about empowering your team.

Here is what to expect on this week’s show:

● Randy discusses the importance of self-leadership and work-life balance as foundational aspects of effective leadership.

● Randy advocates for servant leadership, emphasizing the importance of supporting and holding others accountable to create a positive and high-performing environment.

● Randy addresses the importance of leadership fundamentals such as alignment and engagement in achieving organizational success.

Connect with Randy Gravitt:

Website: randygravitt.com

Instagram: https://www.instagram.com/randygravitt/

LinkedIn: https://www.linkedin.com/in/randygravitt/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ ,https://www.americanlegacynetwork.com/aln-home1

LinkedIn:https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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The Evolution of Retirement Planning Strategies in California Jan 08, 2025

Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resident business owners. Dustin has worked in the areas of entity formation, estate planning, transactional, risk mitigation and creditor exemption planning, as well as trust administration and litigation.

Listen to this informative Legacy Leaders episode with Dustin Nichols about retirement planning.

Here is what to expect on this week’s show:
Dustin stresses the significance of staying informed about the changes in retirement laws and being proactive in reassessing asset protection strategies to mitigate risks associated with creditor claims.
Dustin explains PRTs offer a unique opportunity to shield retirement assets effectively. By understanding and utilizing these trusts, individuals can secure their savings from potential legal threats.
Dustin discusses the importance of not overlooking exemptions and maximizing their benefits for personal and client welfare.

Connect with Dustin:

Website: https://www.dinapc.com/

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

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The Power of Personal Branding in Marketing Success Dec 11, 2024

Paige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA. Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations. She graduated from Stanford University and Harvard Business School. Paige serves on several Boards, is a popular speaker and columnist who has written for Entrepreneur and Forbes.

Listen to this informative Legacy Leaders episode with Paige Arnof-Fenn about personal branding.

Here is what to expect on this week’s show:

Paige suggests identifying what sets you apart from others in your industry and using that as a competitive advantage.
Paige understands technology plays a significant role in today's business environment, but she reminds us not to overlook the importance of human connection.
Paige advises individuals to ensure that their digital footprint represents them in the best possible light, without any "digital dirt" that could tarnish their brand image.

Connect with Paige:

Website: www.mavensandmoguls.com

LinkedIn: https://www.linkedin.com/in/paigearnoffenn

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://www.innovationpartnersllc.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Nicholas Pope: Tailored Financial Strategies: Key to Long-Term Financial Success Dec 04, 2024

Nicholas Pope's mission is to have a positive impact on people. Professionally, he has chosen to help clients and their families plan for and maintain a financial sense of confidence by implementing strategies designed to preserve the wealth clients have created and helping to build a legacy for future generations.

Listen to this informative Legacy Leaders episode with Nicholas Pope about tailored financial strategies.

Here is what to expect on this week’s show:

● Nicholas emphasizes the significance of pursuing certifications like the Certified Financial Planner (CFP) designation to align his professional goals with his aspirations.

● Nicholas’ firm, Washington Avenue Advisors, focuses on providing personalized financial strategies tailored to each client's unique needs and goals. This approach emphasizes the importance of customized financial planning to ensure that clients' individual circumstances are taken into account for effective wealth management.

● Nicholas discusses The Legacy Lab project. A project at Washington Avenue Advisors that assists business owners in planning for the future, ensuring that their personal and financial goals are aligned for a smooth transition or sale.

Connect with Nicholas Pope:

Website: www.waadvisors.com

LinkedIn: https://www.linkedin.com/in/nicholasbpope/

With your Guest Host: James Moore

James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

Website: https://mooreandkerbawy.com/

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Dr. Lynn Banis: Understanding Family Dynamics in Times of Grief Nov 27, 2024

Dr. Lynn Banis is passionate about empowering others through her expertise in human behavior and development. Several years ago, she made the challenging decision to close her long-term coaching practice to care for her mother until her passing. In the span of just three years, Dr. Banis experienced profound personal loss, losing her mother, younger brother, and husband. Emerging from this dark period of grief, she realized that her PhD in human behavior, decades of experience in human development, and extensive work in coaching and grief recovery uniquely positioned her to help others navigate similar challenges. Motivated by this insight, she founded Widows Rising Together, a program designed to empower widows to overcome loneliness, rediscover purpose, and build fulfilling lives that inspire and leave a lasting legacy.

Listen to this informative Legacy Leaders episode with Dr. Lynn Banis about grief.

Here is what to expect on this week’s show:

● Dr. Lynn emphasizes the importance of being there for grieving individuals, not just with words but also with actions.

● Dr. Lynn explains it is essential to recognize and respect the different stages of grief that individuals may go through. By acknowledging where the grieving person is in their healing process and offering them the space and time they need, we can provide more effective support.

● Dr. Lynn explains helping the grieving person build a new support system can combat feelings of isolation and loneliness, which are often overwhelming during the grieving process.

Connect with Dr. Lynn:

Website: https://tinyurl.com/anbh9h5r

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites: https://www.jdianerobinson.com/

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Chris Vermeulen: Navigating Market Trends for Optimal Investments Nov 20, 2024

Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets.

Listen to this informative Legacy Leaders episode with Chris Vermeulen about market trends.

Here is what to expect on this week’s show:

Chris breaks down the stock market into four stages with specific strategies for each. This approach provides a clear roadmap for navigating the complexities of the market and helps investors make informed decisions at each stage.
Chris stresses the importance of capital preservation in maintaining one's lifestyle and financial well-being.
Chris and Stan emphasize the need for adaptability in asset allocation. Being flexible and responsive to changing market conditions can help investors minimize risks and seize profitable opportunities across different asset classes.

Connect with Chris Vermeulen:

Website: https://thetechnicaltraders.com

LinkedIn: https://www.linkedin.com/in/TradingTechnicalAnalysis/

Twitter: https://x.com/TheTechTraders

Facebook: https://www.facebook.com/TheTechnicalTraders/

YouTube: https://www.youtube.com/c/TheTechnicalTraders

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://laborretirementservices.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Patrick Phancao: Tailored Legal Solutions for Clients at Various Life Stages Nov 13, 2024

Attorney Patrick Phancao brings a global perspective to his practice, having lived in Europe, Asia, and Africa. After law school, he gained financial industry experience as Assistant Legal Counsel for a French bank abroad and later as Legal Counsel for a Los Angeles nutrients company, where he handled Patents, Trademarks, Corporate Governance, and Asset Protection. In California, Mr. Phancao set the state's highest bond in a White Collar Crime case and worked on a major tax case, establishing his reputation in Asset Protection and Estate Planning. Recognizing a need among his clients, he expanded into Elder Law and Medicaid/Medi-Cal Planning, partnering with Ms. Shaffer to open a boutique law firm in Irvine specializing in these areas.

Listen to this informative Legacy Leaders episode with Patrick Phancao.

Here is what to expect on this week’s show:

● Patrick emphasizes the importance of offering tailored solutions for clients at various stages of life.

● Patrick advocates for clients to stay informed about legal tools such as revocable living trusts, irrevocable trusts, and LLCs. Understanding these tools and their benefits can help individuals make informed decisions to protect their assets and plan for the future.

● With changes in estate tax exemptions and the economic landscape, Patrick underlines the importance of preparing for future challenges in estate planning.

Connect with Patrick:

Website: www.assetprotectioncenter.com

Instagram: @apel.center

With your Guest Host: Matrona JessicaWard

Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion.

Website: https://familylegacyplanningfirm.com/

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Bill Nolan: Safeguarding Assets and Legacy Through Estate Planning Nov 06, 2024

Bill, a 1981 graduate of Cumberland School of Law, has over 40 years of legal experience, focusing on elder law, estate planning, and probate. After roles in the banking industry and planned giving, he founded The Alabama Elder Care Law Firm, LLC. His practice helps seniors with Medicaid planning, VA benefits, and estate matters.

Bill has held leadership roles with the Alabama State Bar and Jefferson County Area Council on Aging and has been recognized as a "Top Lawyer in Elder Law" by *Birmingham Magazine*. He is also a published author and frequent speaker.

Listen to this informative Legacy Leaders episode with Bill Nolan.

Here is what to expect on this week’s show:

● Bill explains estate planning is essential for anyone looking to safeguard their assets, simplify the probate process, and ensure their desires are respected. Wills and trusts serve as crucial tools in this process, allowing individuals to outline their wishes effectively.

● Bill and Chuck emphasize the importance of holistic retirement planning, encompassing financial strategies, healthcare considerations, and personal fulfillment goals.

● Bill stresses the importance of being proactive in estate planning. He mentions the presence of 'red flag moments' in life that should prompt individuals to take necessary actions to protect their assets and plan for the future effectively.

Connect with Bill:

Website: https://elderlawalabama.com

With your Guest Host: Chuck Gore

Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy.

Connect with Chuck:

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Nirit Cohen: Fulfillment Driving Career Choices Oct 30, 2024

Nirit Cohen is an HR Strategist, a future of work expert, and bridge builder between emerging trends and practical solutions. Nirit worked for Intel for almost 30 years in finance, human resources, mergers and acquisitions, in Israel, Europe, the United States and in global responsibility. Today she is a known influencer and speaker on the future of work and the changes to careers, management, organizational processes as well as education and civil service. Her weekly column on the Future of Work appears since 2015 in Globes and The-Marker national newspapers. Her popular weekly podcast, sponsored by Startup-Nation-Central, covers insights on the Israeli Hi-Tech eco-system.

Listen to this informative Legacy Leaders episode with Nirit Cohen about purpose-driven careers.

Here is what to expect on this week’s show:

Nirit emphasizes the importance of redefining traditional career paths and embracing a more fluid approach to work.
Nirit highlightes the rapid pace at which knowledge is evolving and becoming outdated. She explains to stay relevant in the dynamic work environment, continuous learning, unlearning, and relearning are essential.
Nirit touches upon the growing desire for purpose-driven careers, where individuals seek fulfillment and impact in their professional lives. Success is no longer solely defined by long hours and rigid office structures but by the meaningful contributions one makes to the world.

Connect with Nirit:

Website: https://niritcohen.com/en/home-en/

Linkedin: www.linkedin.com/in/niritcohen

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://www.linkedin.com/in/⭐-carol-eddy-cfp®⭐-35678512/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Bennett Braverman: Crafting Customized Estate Plans for Secure Legacies Oct 23, 2024

Bennett Braverman is a dedicated trusts and estates planning attorney with the Braverman Law Group, LLC, based in Boulder, Colorado. With a deep commitment to helping clients secure their legacies, Bennett brings expertise and compassion to his practice. Outside of work, he enjoys an active lifestyle, indulging in running, biking, hiking, and meditation. A lover of good books, movies, and quality time with loved ones, Bennett values his close relationships with family and friends. He shares his home with his wife, Diedre, their Corgi, Toby, and their Persian cat, Cody.

Listen to this informative Legacy Leaders episode with Bennett Braverman

Here is what to expect on this week’s show:

● Bennett highlights the importance of maintaining ongoing relationships with clients to ensure their estate plans stay current and relevant.

● Bennett advocates for the use of trusts over wills for privacy and incapacity planning, especially when dealing with assets like real estate in multiple states. Trusts provide more control and flexibility compared to wills, offering a comprehensive approach to estate planning that can better protect your assets and wishes.

● Bennett stresses that everyone over the age of 18 should have foundational estate planning documents in place. By creating these essential plans early on and updating them as needed, individuals can ensure their assets are protected, their wishes are honored, and their loved ones are provided for in the future.

Connect with Bennett:

Website: https://www.braverman-law.com

With your Guest Host: Carol Eddy

Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory.

At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now.

Connect with Carol:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Kingma: Unleashing the Power of Strategic Cash Management Oct 16, 2024

Peter W. Kingma, author of CASH IS KING, leads the working capital practice in the Americas for Ernst & Young LLP. With over thirty years of experience, he advises global companies on all aspects of cash management across such sectors as manufacturing, consumer products, retail, aerospace, and defense. He has written for publications including CFO Magazine and CNBC online. Kingma, who earned a BS in economics from Purdue University, lives in Chicago and Columbia, Missouri.

Listen to this informative Legacy Leaders episode with Peter Kingma about cash management.

Here is what to expect on this week’s show:

● Peter discusses the distinction between utilizing debt and generating internal cash flow to fund business operations.

● Peter emphasizes the need to minimize the time it takes to convert investments into cash and explains the concept of the cash conversion cycle.

● Peter stresses the importance of locking down commercial agreements early on, including payment terms, service level commitments, and procurement decisions.

Connect with Peter:

Website: https://peterkingma.com/

LinkedIn: https://www.linkedin.com/in/peter-kingma

Twitter: https://twitter.com/peterwkingma

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jay Barrett: Client-Centered Trusts and Guardianships Implementation Oct 09, 2024

His friends call him Jay and you can too. Jay Barrett works to assist young professionals and small business owners achieve peace of mind. Life is busy and many times important tasks slide down the list and do not get accomplished. He has been counseling clients since 2010 on how to plan for their families, their legacy, and their businesses. Jay has learned the art of relational law and being a personal family lawyer, he does things differently. Your relationship with you lawyer should not be transactional. It should be supportive, and Jay is uniquely situated to support his clients. He is a member of the Florida and District of Columbia Bars and a graduate of the University of Miami School of Law. He can work with clients no matter where they call home in Florida or DC. He is a veteran of the US Navy, a father of two, avid sailor, cyclist, and woodworker. He has been building relationships with his clients since 2010 and is eager to build a relationship with you.

Listen to this informative Legacy Leaders episode with Jay Barrett.

Here is what to expect on this week’s show:

● Jay emphasizes the significance of establishing relationships with clients that extend beyond mere transactions.

● Jay warns against the risks of using online estate planning services without expert guidance. He stresses that inaccuracies in legal documents could lead to complications and legal disputes down the line.

● Jay's personal philosophy centers around leaving a legacy of integrity and care. By prioritizing ethical practices and a client-centric approach, he aims to be remembered as someone who genuinely helped others.

Connect with Jay:

Website: www.jamespbarrettlaw.com

Facebook: www.facebook.com/277095712153456

Linkedin: www.linkedin.com/in/james-barrett-05299637

Instagram: https://www.instagram.com/Jamespbarrettlaw/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://mooreandkerbawy.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Howard Van Den Heuvel: Collaborative Relationships: Building Trust in Legal Practice Oct 02, 2024

Howard Van Den Heuvel founded his firm in 1992 and he has been successfully advising individuals and businesses for more than 32 years. Mr. Van Den Heuvel offers a comprehensive approach to meet your personal and business legal requirements. Individual business owners and consumers can depend on him to provide effective guidance with family law disputes, criminal defense cases, and civil disputes. He also works with clients in estate planning matters such as probate, wills, and trusts. Howard uses his network of expert accountants, investigators, and evaluators to work on your case and his experience in high asset divorces, complicated business divorces, and complicated white-collar crimes assures he can help you win your case. Whether you need a persuasive negotiator for a real estate contract or an aggressive litigator for a breach of a nondisclosure agreement, Howard is a proficient advocate for your interests.

Listen to this informative Legacy Leaders episode with Howard Van Den Heuvel.

Here is what to expect on this week’s show:

● Howard's success in family law can be attributed to his dedication to clear and open communication with his clients. By prioritizing effective communication, legal professionals can build trust and ensure that their clients' needs are met.

● Howard's approach to family law underscores the importance of forgiveness in resolving disputes and bringing about positive change in clients' lives. By embracing forgiveness, legal professionals can create a more harmonious environment for their clients and facilitate smoother legal proceedings.

● Howard advocates for taking the time to evaluate different alternatives before making decisions. By pausing to consider various courses of action, legal professionals can make informed choices that benefit their clients in the long run.

Connect with Howard:

Facebook: https://www.facebook.com/clickforhoward

LinkedIn: https://www.linkedin.com/in/howard-van-den-heuvel-57ab734b/

Twitter: https://x.com/clickforhoward

With your Guest Host: James Moore

James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environmentwhich allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clientsplan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

Connect with James:

Learn more about your ad choices. Visit megaphone.fm/adchoices

Michele Locke: Empowering Families Through Legal Education and Resources Sep 25, 2024

Michele Locke is an Associate Municipal Court Judge and family law attorney, known for her dedication to family law litigation. Before joining the bench, she built a successful practice, representing clients in contested legal disputes. As a judge, Michele presided over a specialized Domestic Violence Court, handling Protective Orders, divorce, custody, child support, and Child Protective Services cases. Her personal experiences as a child of divorce, stepmother, and mother give her unique insight into family dynamics. In private practice, she specializes in Divorce, Custody, Child Support, and Family Violence, advocating for her clients with passion and commitment.

Listen to this informative Legacy Leaders episode with Michele Locke about empowering families through the legal process.

Here is what to expect on this week’s show:

● Michele stresses the importance of educating individuals on the courtroom processes to make it less intimidating and more approachable.

● Michele highlights the significance of prioritizing children's well-being, even amidst contentious custody battles. She emphasizes the need for effective co-parenting post-divorce, ensuring that the focus remains on the best interests of the children.

● Michele aspires to leave a legacy as a fierce yet fair advocate, driven by ethical standards and the desire to make the right choices in challenging legal cases.

Connect with Michele:

Website: https://www.coldwellbowes.com/people/michele-l-locke

LinkedIn: https://www.linkedin.com/in/michele-locke/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn:https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website:https://pinnaclelegacylaw.com/

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Robert Scranton: Unlocking Financial Freedom Through Infinite Banking Strategy Sep 18, 2024

Dr. Robert Scranton is a former financial executive who teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches. With his experience in accounting and finance, as well as his experience as the former chief financial architect of a cutting-edge financial firm, Dr. Robert has been able to help people all over the United States take advantage of the Infinite Banking Concept. He hopes to teach people how to recapture, reuse and recycle their own money over and over again so it stays inside of their family, instead of making other people rich.

Listen to this informative Legacy Leaders episode with Robert Scranton about Infinite Banking Strategy.

Here is what to expect on this week’s show:

● Dr. Scranton emphasizes the use of overfunded whole life insurance policies from mutual companies as a cornerstone of the Infinite Banking System. These policies offer unique benefits such as participation in dividends, tax-free growth, and protection from creditor claims, making them a valuable tool for long-term financial planning.

● Dr. Robert explains one of the standout features of the Infinite Banking System is the ability to borrow against the policy's cash value without affecting credit scores. By borrowing from the general fund of the insurance company with the cash value as collateral, individuals can access funds while continuing to earn, grow, and compound on the entire cash value inside the policy.

● Dr. Robert discusses the importance of continuously optimizing financial strategies through tools like the Money Multiplier Map. This approach ensures that clients maximize the benefits of their banking system for generational wealth and financial security by strategically managing their debts, expenses, and investments.

Connect with Dr. Robert Scranton

Website: Yourfinancialiq.org

TikTok: www.tiktok.com/@robertscranton4

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ ,https://www.americanlegacynetwork.com/aln-home1

LinkedIn:https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ramiro Velasco: Streamlining Cross-Border Trade for Market Expansion Sep 11, 2024

Ramiro is an engineer, entrepreneur, co-founder and expert in eCommerce. After university in the UK, he returned to Mexico in 2017 - and dove straight into applying his problem-solving skills to the eCommerce world. He joined AMZ Advisers and achieved massive growth for 50+ 7-figure brands on the Amazon platform. He now helps brands break into the Latin American eCommerce markets, and tackle all the challenges that foreign brands face.

Listen to this informative Legacy Leaders episode with Ramiro Velasco about cross-border trade.

Here is what to expect on this week’s show:

● Ramiro highlights the importance of finding the right partners to streamline the e-commerce process into Mexico. By collaborating with a partner well-versed in cross-border logistics, brands can minimize costs and navigate the intricacies of the market more effectively.

● Ramiro shares valuable insights on leadership, emphasizing trust and autonomy for team members. By avoiding micromanagement and empowering employees to take responsibility, morale and productivity can be enhanced within the organization.

● Ramiro stresses the significance of branding in e-commerce, especially in different cultural contexts. Tailoring brand presentation to align with consumer intent is crucial for success in the Mexican market, where trust and understanding play key roles in driving conversions.

Connect with Ramiro:

Instagram: instagram.com/go.avance

Twitter: twitter.com/gogoavance

LinkedIn: https://www.linkedin.com/company/goavance/

Facebook: facebook.com/goavance

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ ,https://www.americanlegacynetwork.com/aln-home1

LinkedIn:https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://www.innovationpartnersllc.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Shannon Pawley: Legal Preparedness: Ensuring Compliance with End-of-Life Wishes Sep 04, 2024

Meet Shannon Pawley, the heart and soul behind The Estate & Asset Protection Law Firm. With a career spanning from representing international blue-chip companies to single parents, Shannon's journey led her back to her estate planning roots after over a decade as a Vice President at a National Law Firm. Her mission is clear: to help clients age with dignity, grace, and independence while crafting their post-life legacy through asset preservation. The firm, dedicated to serving senior citizens as their healthcare needs evolve, focuses solely on Asset Protection and Estate Planning. Specializing in Medicaid Planning, Special Needs Planning, Wills & Trusts, and Probate, Shannon and her team are committed to ensuring clients' legal needs are not just met but exceeded.

Listen to this informative Legacy Leaders episode with Shannon Pawley about end-of-life wishes.

Here is what to expect on this week’s show:

● Shannon emphasizes the significance of having proper legal standing in end-of-life planning. Naming the right individuals for caregiving roles is crucial, and fairness doesn't always mean equal division of responsibilities.

● Shannon highlights the need for open and honest discussions to ensure that everyone understands the parent's wishes outlined in legal documents. Communication is key to avoiding conflicts and ensuring smooth caregiving.

● Proper Medicaid planning was also stressed as essential for elderly individuals to qualify for benefits while preserving assets, with particular advantages for married couples in certain states.

Connect with Shannon:

Website:https://elderlawgeorgia.com/

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites:https://www.jdianerobinson.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Shauna Wekherlien: Advanced Tax Strategies vs. Traditional CPA Approaches Aug 28, 2024

Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS, is a two time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 93 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.

Listen to this informative Legacy Leaders episode with Shauna A. Wekherlien about advanced tax strategies.

Here is what to expect on this week’s show:

● Shauna emphasizes the importance of collaboration between tax strategists, financial advisors, and CPAs to develop in-depth tax strategies that can significantly reduce tax liabilities. By working together, they can navigate the complexities of tax law and maximize tax-saving opportunities.

● Shauna advocates for year-round tax planning to stay ahead of tax obligations and leverage strategic opportunities. By being proactive and strategic, individuals and businesses can optimize their tax outcomes.

● Shauna introduces the Cash Goblin app, set to launch in mid-September, designed to automate financial management aligned with profit-first principles. This app aims to help users handle their money efficiently, ensuring they have enough cash for strategic investments and tax payments.

Connect with Shauna:

Website: https://taxgoddess.com

Facebook: https://www.facebook.com/thetaxgoddess

LinkedIn: https://www.linkedin.com/in/taxgoddess/

Instagram: https://www.instagram.com/thetaxgoddess

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites:https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dallas Burnett: Transforming Workplace Cultures: Lessons in Leadership Coaching Aug 21, 2024

Dallas Burnett is the Founder and Chief Energy Officer of ThinkMoveThrive. He believes that intentionally creating a positive culture is paramount to the long-term success and impact of any business. Hence why Dallas founded ThinkMoveThrive with the launch of his first book, MOVE!

Listen to this informative Legacy Leaders episode with Dallas Burnett about workplace culture.

Here is what to expect on this week’s show:

● Dallas and Katie highlight the value of systemized development in workplaces, a practice often overlooked. Dallas's journey showcase how investing in employee growth can lead to improved team performance and organizational success.

● Dallas stresses the importance of defining values in a meaningful way. He shared how simply listing values is not enough; understanding what each value means and infusing it into the company culture is crucial for building a positive work environment.

● Dallas's aspiration to "finish well and finish strong, live in the last 10%" resonates with the idea of leaving a lasting legacy. Encouraging others to achieve success and supporting their endeavors can lead to personal and professional fulfillment.

Connect with Dallas:

Website: www.ThinkMoveThrive.com

LIFT Book: https://a.co/d/3tU9QyN

LinkedIn: https://www.linkedin.com/in/dallasburnett/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://mooreandkerbawy.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Burke: Victory Outside the Arena: Bill's Insights Shared Aug 14, 2024

Bill Burke attended Michigan State University and played quarterback there for legendary coach Nick Saban. During his time there, he broke passing records, led the team to an upset win over #1 ranked Ohio State in 1998, helped MSU beat Tom Brady and Michigan, and led the team to a 10-2 record and a #7 national ranking in 1999. He is the author of Victory Outside The Arena, and currently is an associate partner with The Podium Group. The firm helps business owners, athletes and executives build and protect their financial legacy.

Listen to this informative Legacy Leaders episode with Bill Burke about Victory Outside the Arena.

Here is what to expect on this week’s show:

● Bill stressed the importance of clearly defining your goals and aspirations. He mentioned that many people don't take enough time to sit down and identify what they truly want.

● Decisions play a crucial role in shaping your financial future. Bill emphasized the significance of making informed choices aligned with your long-term goals.

● Success in financial planning, as in life, requires discipline. Bill suggested that adhering to consistent, simple disciplines that align with your goals is key to achieving financial success.

Connect with Bill Burke:

Website: thepodiumgroup.com

Instagram : @outside.the.arena

LinkedIn: https://www.linkedin.com/in/billburke16/

With your Guest Host: James Moore

James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clientsplan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Kern Singh: Regular Updates in Estate Planning: Reflecting Life Changes Aug 08, 2024

Kern Singh is a Founding Partner & President of the Singh Law Firm, and has served as trusted counsel to his clients for over a decade. He is recognized as Northern California’s premier and most-sought after Estate Planning Attorney. Mr. Singh is also renowned as the preeminent attorney for Advanced Estate Planning, specializing in Qualified Small Business Stock (QSBS) Issues, Start-Ups, Estate Taxes, IPOs, and Liquid Events all within the Estate Planning wheel-house.

Listen to this informative Legacy Leaders episode with Kern Singh about estate planning updates.

Here is what to expect on this week’s show:

● Kern emphasize the necessity of seeking legal expertise when it comes to estate planning. He highlighted the pitfalls of attempting a DIY approach through online platforms like LegalZoom, stressing that the guidance of a seasoned attorney can save families significant costs in probate fees and taxes down the line.

● Kern and Steven stress the importance of regularly updating estate planning documents to reflect life changes. Kern suggests tying these updates to significant life events rather than sticking to a fixed schedule, ensuring that the plan remains relevant and effective over time.

● Kern discusses the significance of estate planning as a means to preserve and protect one's legacy for future generations. He emphasizes that the true value lies in the assets left behind and the impact they have on loved ones, making estate planning a vital step in safeguarding family interests.

Connect with Kern Singh:

www.SinghLawFirm.com

With your Guest Host: Steven Step

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their "secret weapon," helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds a MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steve lives in the San Fernando Valley area of Los Angeles with his wife and their daughter. When Steve's not working, or at family activities, you may find him traveling, playing golf or just watching a ball game. Steve is also active in the community, including his synagogue and the American Cancer Society, of which he is a past recipient of the "Outstanding Achievement in Legacies and Planned Giving" Award for his work in helping substantial donors save taxes and earn income by doing good. In order to provide his clients the level of service he believes they expect and deserve, Steve only takes on a small number of new clients each year who are committed to achieving lifetime financial security

Learn more about your ad choices. Visit megaphone.fm/adchoices

Abbe Large: Understanding Clients' Emotional Money Mindsets for Financial Success Aug 05, 2024

Abbe F. Large, CLTC, Senior Vice President at Lenox Advisors, is a dedicated professional whose drive is to put her clients' best interests first. With nearly 30 years of experience, she is highly skilled in a variety of financial services, estate planning, and asset management solutions. With her corporate clients, she helps structure strategic employee benefits as well as executive carve-out programs.

Listen to this informative Legacy Leaders episode with Abbe Large about understanding clients’ mindsets.

Here is what to expect on this week’s show:

● Abbe's approach to financial advising centers around fixing problems and embracing the humanity of each situation rather than solely pursuing financial gains. By prioritizing helping individuals and families navigate financial challenges, she underscores the intrinsic rewards of making a meaningful difference in people's lives.

● Abbe encourages financial planners to draw from their personal experiences and stories to connect with clients on a deeper level. By sharing genuine narratives and emotions, advisors can establish authenticity and build stronger relationships based on empathy and understanding.

● Abbe's reflection on maintaining a balanced life by setting boundaries and seeking help resonates with many professionals juggling multiple responsibilities. By acknowledging the need for assistance and creating a supportive network, individuals can strive for a harmonious integration of work and personal life.

Connect with Abbe:

Website: https://www.lenoxadvisors.com

LinkedIn: https://www.linkedin.com/in/abbelarge/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

, https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Murphy: Legacy Building through Wealth Preservation Strategies Jul 31, 2024

Mark B. Murphy, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigenerational wealth through personalized strategies, leveraging his strategic planning and financial engineering expertise. Forbes has ranked him as the #1 financial security professional in NJ and #15 nationwide. Additionally, his book, The Ultimate Investment, is a #1 bestseller and new release on Amazon.

Listen to this informative Legacy Leaders episode with Mark Murphy about legacy building and wealth preservation.

Here is what to expect on this week’s show:

● Mark emphasizes the importance of having cash confidence as the foundation of financial success. He highlighted that having enough cash to withstand downturns is crucial for businesses and individuals to thrive.

● Mark's second tip revolves around investing in your "money machine." Whether it's your business or personal development, allocating resources to enhance your core assets is key to sustainable growth.

● Mark stresses the significance of maintaining a diversified portfolio comprising both income-generating assets (paychecks) and assets for spending and saving (play checks). This dual approach to asset allocation not only ensures financial freedom but also lays the groundwork for multi-generational wealth creation.

Connect with Mark:

Website: https://markbmurphy.com / https://www.northeastprivate.com

Facebook: https://www.facebook.com/mark.murphy.58323 /

Facebook: https://www.facebook.com/NortheastPrivateClient/

Instagram: https://www.instagram.com/mark_b_murphy

LinkedIn:https://www.linkedin.com/in/mark-b-murphy-813b105

LinkedIn: https://www.linkedin.com/company/northeast-private-client-group

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders,

protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Oscar Quesada: Mutual Success through Structured Client Collaboration Jul 29, 2024

Oscar Quesada is the owner at Lifedge. After seeing so many people being ripped off by marketers who charge thousands of dollars for strategies that don’t even work, he decided to do something about it. Oscar became Certified in the StoryBrand 7-Part Framework which helps companies eliminate confusion and communicate clearly with their customers so they can grow their businesses. As a StoryBrand Certified Guide, I am trained and licensed by StoryBrand to create marketing collateral for customers using the StoryBrand 7-Part Framework. By using the power of story you will engage your customers like never before and drive more revenue for your company.

Listen to this informative Legacy Leaders episode with Oscar Quesada about client collaboration.

Here is what to expect on this week’s show:

● Oscar emphasized the necessity of staying abreast of marketing trends and technologies, given the rapid changes in algorithms and the incorporation of AI. Businesses need to embrace a culture of experimentation to find what works best for their unique offerings and target audience.

● Understanding client needs and providing customized solutions through clear communication is crucial for successful marketing outcomes. Building strong personal relationships with clients fosters trust and loyalty, enhancing business growth and client satisfaction.

● Having a well-thought-out marketing strategy and a strong online presence are essential for businesses to remain competitive. Oscar debunked the misconception of expecting immediate results without proper planning, emphasizing the importance of a structured framework encompassing visions, goals, plans, and scorecards for alignment and accountability in client partnerships.

Connect with Oscar:

Website: https://lifedge.online

Facebook: https://www.facebook.com/lifedgellc

Instagram: https://www.instagram.com/lifedgellc

Lifedge LinkedIn:https://www.linkedin.com/company/lifeedge/

Personal LinkedIn: https://www.linkedin.com/in/osqueza/

With your Hosts Guest Host James Moore:

James L. Moore, JD, Counselor at Law, principle and founder of

The Law Offices of James L. Moore, PC is known as the

“expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environmentwhich allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clientsplan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

Connect with James:

Website: https://mooreandkerbawy.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr Bruno Roque Cignacco: Human Values in Business: Impact on Employee Satisfaction Jul 24, 2024

Dr Bruno Cignacco (PhD) is a TEDx speaker, researcher, and business consultant. For over 30 years, he has advised and trained hundreds of companies on international marketing and other business topics. He is a university professor at several institutions in UK. He is a Senior Fellow of the Higher Education Academy (HEA - UK). His new book is titled "The Art of Compassionate Business" (2nd Edition, Routledge).

Listen to this informative Legacy Leaders episode with Dr Bruno Cignacco about employee satisfaction.

Here is what to expect on this week’s show:

● Bruno stresses treating all stakeholders, including employees, customers, suppliers, and the community, with empathy and respect. Building strong, mutually beneficial relationships can lead to increased support and cooperation.

● Bruno encourages acts of generosity and gratitude within the workplace to boost employee morale, drive innovation, and reduce stress levels. A culture of giving back can create a positive work environment and improve overall well-being.

● Bruno recommends incorporating the three elements of the triple bottom line - profit, people, and planet - into your company's mission. By balancing economic goals with social and environmental considerations, employees can feel a sense of purpose and contribution beyond just financial success.

Connect with Bruno:

Website: https://brunocignacco.com/

Book "The Art of Compassionate Business" www.routledge.com/9781032445427

Linkedin: https://www.linkedin.com/in/dr-bruno-roque-cignacco-sfhea-0609317/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Steven Step: Creating Personal Financing: The Bank on Yourself Strategy Jul 22, 2024

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their "secret weapon," helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years.

Listen to this informative Legacy Leaders episode with Steven Step about personal financing.

Here is what to expect on this week’s show:

● Stephen emphasizes the importance of steering clear of risky market investments and instead focusing on safe, tax-efficient ways to grow your wealth.

● Stephen highlights that the best clients are those who understand the significance of saving a portion of their income in secure, tax-free avenues rather than treating the market as a gamble.

● Stephen's dedication to helping clients preserve family values and support charitable causes underscores the importance of legacy planning to create a lasting impact beyond one's financial assets.

Connect with Steven:

LinkedIn: https://www.linkedin.com/in/stevenstep/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: Websites: https://pinnaclelegacylaw.com/ ,https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Richard Kerbawy: Value-based Estate Planning for Generational Impac Jul 17, 2024

\Richard Kerbawy has served the Mid-Michigan community for more than four decades. He was an Assistant Ingham County Prosecuting Attorney for four years before being appointed Chief Attorney Referee for the Ingham County Circuit Court Family Division, where he heard abuse and neglect, delinquency and custody cases for 23 years. He has decades of serving as faculty for the Michigan Supreme Courts Judicial Institute, Lansing Community College’s Police Academy, the State Court Administrators Office and Children’s Charter for the Courts of Michigan. Richard has also served on the Board of Director’s of the Boys and Girls Club of Lansing for over 38 years as well as many other community boards. Richard will serve your legal needs.

Listen to this informative Legacy Leaders episode with Richard Kerbawy about estate planning for the generations.

Here is what to expect on this week’s show:

● Richard highlights that having a lot or having a little should not dictate the quality of planning put into protecting assets and family members. Estate planning is crucial for everyone, as it allows for assets to be distributed according to one's wishes and helps pass down values and wisdom to future generations.

● Drawing from his courtroom experiences, Richard preaches a gospel of choice, encouraging individuals to make responsible decisions for themselves and their families. He emphasized that people have the ability to take charge of their lives, make powerful decisions, and avoid legal complications, which aligns with the essence of estate planning.

● Richard and Katie Beth agree that having an estate plan is essential, as without one, the government may decide where assets go. Katie Beth addresses the importance of early and thorough planning to protect heirs, pass down values, and positively impact families for generations to come.

Connect with Richard:

Website: www.mooreandkerbawy.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ethical Selling Practices: Catering to Different Needs & Budgets Jul 15, 2024

Justin Janowski has helped hundreds of coaches build their dream businesses from the ground up. Driven by his faith, he founded Faith2Influence to help people learn what it takes to turn coaching into a profitable business venture. Justin has guided Christian and non-Christian coaches alike through the rewarding process of optimizing business models, pricing, and sales strategies so that they can scale their income alongside their impact. He has a passion for sharing this process with emerging Entrepreneurs to help them simplify and grow their businesses the right way.

Listen to this informative Legacy Leaders episode with Justin Janowski about ethical selling practices.

Here is what to expect on this week’s show:

● Justin emphasizes the importance of emotional preparation as the first step in his process. He suggests having a ritual to get into a peak emotional state before a sales call, believing that emotions are contagious and can impact the outcome of the conversation.

● A significant highlight of Justin's approach is pre-framing the conversation. By setting clear expectations and gaining consent to sell, Justin creates a transparent and professional atmosphere that puts both parties at ease.

● Justin's philosophy on sales is encapsulated in his quote, "I'm a champion for high integrity sales." He envisions transforming the culture of sales from a negative connotation to one of integrity and enjoyment.

Connect with Justin:

● Website: www.faith2influence.com

● Facebook - www.facebook.com/groups/f2ichallenge

● LinkedIn - https://www.linkedin.com/in/justinjanowski

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Darin Davis: Taking Control: From Employee to Entrepreneurial Success Story Jul 10, 2024

Darin is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He is an active managing partner at Presario Ventures and recently founded Club Capital to further address investor requirements for capital growth and cash flow.

Listen to this informative Legacy Leaders episode with Darin Davis about entrepreneurial success.

Here is what to expect on this week’s show:

● Darin encourages young entrepreneurs to take the leap into entrepreneurship even if they feel uncertain. His own journey began with a pivotal moment of realizing the need for a change and embarking on a path of self-discovery.

● Through his experience of having to step away due to personal circumstances, Darin stresses the importance of having the right people and procedures in place to ensure business continuity even in unforeseen situations.

● Investing outside traditional markets, such as in multifamily housing, can offer opportunities for growth and diversification. Darin advocates for financial education and initiatives that empower individuals through affordable housing solutions.

Connect with Darin:

Linkedin: https://www.linkedin.com/in/davisdarin/

Facebook: https://www.facebook.com/profile.php?id=61555027193762

Instagram: https://www.instagram.com/clubcapitalco/

YouTube: https://www.youtube.com/@ClubCapitalCo

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Hockema: Revolutionizing Financial Planning for Diverse Clients Jul 08, 2024

Ben Hockema, the WSJ and NYT-featured founder of Illuminate

Wealth Management, is passionate about sharing his expertise with anyone serious about making better financial decisions. He works with couples and families on their full financial picture; everything from cash flow and paying for education to saving and investing for big goals such as retirement, to individual and small business tax planning so that their clients can gain clarity and develop a path that is unique to their own goals, hopes and dreams.

Listen to this informative Legacy Leaders episode with Ben Hockema about financial planning for diverse clients.

Here is what to expect on this week’s show:

● Ben stresses the importance of getting to know clients on a deeper level, fostering trust and vulnerability in the financial planning process.

● For younger clients, the emphasis is on cultivating healthy financial habits such as saving and managing expenses rather than solely focusing on investments.

● Ben explains, Illuminate Wealth Management offers a diverse range of investment options tailored to individual needs, ensuring that portfolios align with clients' risk tolerance and financial objectives.

Connect with Ben:

Website: https://www.illuminatewm.com/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites:

LinkedIn:

https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website:

https://pinnaclelegacylaw.com/

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Roland Ortiz: Maximize Your Wealth with Strategic Investment Planning Jul 03, 2024

Roland Ortiz is an investment advisor and wealth manager. He believes each person is unique in what they want out of life and that no one person's plans or dreams can fit the mold of others.

His focus is only you and what you want to achieve. His success is directly measured by your success.

Roland prides himself on providing objective advice extended with individual attention for each client.

Currently an investment advisor representative for Athena Wealth Management, Roland has 17 years of practice in the financial and legal industry. Roland holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative.

Listen to this informative Legacy Leaders episode with Roland Ortiz about strategic investment planning.

Here is what to expect on this week’s show:

● Roland discusses wealth management: rather than solely concentrating on high returns, prioritize comprehensive financial planning that encompasses estate, tax, financial, and business aspects to ensure long-term success.

● Roland understands the importance of creating a game plan. Develop a clear roadmap for your financial goals, understanding how contributions and investments will lead to desired outcomes such as retirement security, property ownership, or funding education.

● Roland suggests seeking a financial advisor who offers a range of services beyond just investment management, tapping into their knowledge of estate planning, tax strategies, and business planning for a more robust financial approach.

Connect with Roland:

Website: https://www.myathenawealth.com/

LinkedIn: https://www.linkedin.com/in/roland-ortiz-80662227/

With your Guest Host: Matrona Jessica Ward

Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Rich Bruno: Achieving Work-Life Harmony Through Effective Delegation Jul 01, 2024

Rich Bruno, an executive coach with a distinguished work history. Rich had a 30-year career as a supply chain leader and is a recent retiree from Johnson & Johnson. Rich's journey has been inspiring, marked by a relentless commitment to talent management, entrepreneurial success, and community leadership. In his three-decade corporate tenure, Rich spearheaded numerous teams and divisions, consistently prioritizing talent management and development. His dedication to fostering growth and success continued when he embraced his entrepreneurial spirit. For the past ten years, Rich has thrived as a successful Franchisee, leading two of the largest Max Challenge locations. As well as being a John Maxwell Certified coach.

Listen to this informative Legacy Leaders episode with Rich Bruno about work-life harmony.

Here is what to expect on this week’s show:

● Rich emphasizes the significance of making conscious choices to prioritize self-care, relationships, hobbies, and family alongside professional goals. He believes that achieving success in one's career should not come at the expense of personal well-being.

● According to Rich, having written goals is essential for providing direction and clarity in both personal and professional endeavors. Without clear goals, it becomes challenging to map out a path towards success.

● Rich's concept of the well-balanced leader revolves around the idea that individuals can excel in their professional roles while also nurturing meaningful relationships and personal interests. Striking a balance between work and personal life is crucial for long-term fulfillment.

Connect with Rich:

FACEBOOK (BUSINESS): https://www.facebook.com/richbrunoconsulting

LINKEDIN: https://www.linkedin.com/in/rbruno420/

INSTAGRAM: https://www.instagram.com/richbrunoconsulting/

YOUTUBE: https://www.youtube.com/@richbrunoconsulting8478

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Philip Smith: Lead Generation Strategies for Business Success Jun 26, 2024

Philip Smith is a serial entrepreneur, investor, and author who partnered with Kevin Harrington, one of the original sharks on Shark Tank. He also made the Inc. 5000 list of fastest growing private companies 5 times and he did it as a 1 employee company, working from home. He started his first business in 1998 and has been part of 5 acquisitions so far.

Phil is an expert in B2B lead generation and is one of the most sought-after consultants, working with over 10,000 clients and counting.

His most recent business, All In One Marketing.com, was created to help companies scale their digital marketing without making costly mistakes. He provides 3 main services, Chief Marketing Officer / Consulting services, an all-in-one marketing software platform and PR services where he can get a company interviewed on major TV networks and published on over 600 websites.

Listen to this informative Legacy Leaders episode with Philip Smith about lead generation strategies.

Here is what to expect on this week’s show:

● Philip emphasizes the importance of monetizing leads multiple times to maximize revenue. He suggests utilizing various strategies like selling leads to other businesses or employing email marketing and SMS campaigns to extract value from leads beyond the initial contact.

● Philip advocates for a Lead Cost-Based Pricing approach, aligning service prices with acquisition costs. This strategy allows businesses to accurately assess the value of each lead, enabling them to optimize their marketing efforts for better ROI.

● Highlighting the benefits of AI in lead generation, Philip recommends incorporating automation and personalized interactions to enhance conversion rates. By utilizing AI tools, businesses can streamline communication processes and provide tailored experiences to potential customers.

Connect with Philip:

Website: https://philipfsmith.com/

LinkedIn: https://www.linkedin.com/in/philipfsmith/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

X: https://twitter.com/LegalBrains

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Vater: Navigating the Complexities of Probate Litigation Jun 24, 2024

Michael Vater, Esquire, Managing Partner of The Ticktin Law Group headquartered in South Florida has successfully strategized, argued and won complex litigation cases across the US and abroad; including over 20 Florida counties, California, Texas, Pennsylvania, Ohio, South Carolina and Iceland (a victory that created case precedence re: consumer rights in aviation disputes in the European Union) . Vater has been part of The Ticktin Law Group since April 2010. Since joining the firm, Vater has been involved with many entertainment law cases, personal injury cases, and real estate litigation cases.

Listen to this informative Legacy Leaders episode with Michael Vater about probate litigation.

Here is what to expect on this week’s show:

● Michael stresses the significance of being proactive in estate planning. By completing estate documents ahead of time and avoiding ambiguities in legal documents, individuals can save themselves from potential probate or probate litigation issues down the line.

● Attempting to handle legal matters independently without professional guidance can lead to complications due to the fluid nature of laws and the differences in legal regulations across states. Michael advises that engaging an attorney who specializes in estate planning can provide invaluable expertise.

● Michael explains, a lack of attention to detail can have serious consequences in legal matters. From missing important deadlines to creating unnecessary hurdles, meticulousness in responding to legal proceedings is crucial to avoid complications.

Connect with Michael:

Website: https://legalbrains.com

Linkedin: https://www.linkedin.com/company/the-ticktin-law-group-p.a./

Facebook: https://www.facebook.com/TheTicktinLawGroup

Instagram: https://www.instagram.com/legalbrains/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

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Adams Addison: The Future of Mergers and Acquisitions in Tech Jun 19, 2024

Addison Adams is the founder of Adams Corporate Law and stands out as the go- to voice on Mergers and Acquisitions for California-based businesses. With nearly three decades dedicated to closing deals, Addison’s expertise isn’t confined to just M&A transactions. He guides business owners, helping companies of all sizes and across all industries in the Golden State achieve growth. Whether it’s mastering investor offerings, crafting watertight contracts, or navigating intricate corporate structures, Addison’s touch is evident in everything he oversees. Whether you’re a startup enthusiast or a seasoned business professional, Addison’s tales from the trenches of deal-making and California’s dynamic business environment promise to both educate and captivate.

Listen to this informative Legacy Leaders episode with Addison Adams about mergers and acquisitions in tech.

Here is what to expect on this week’s show:

● Whether you are selling or buying a business, the process can be daunting due to the unknown factors involved. Addison stresses the importance of seeking guidance from experienced professionals who can provide insights and guidance through the complexities of the deal.

● Transparency and authenticity are key elements in building trust between parties involved in a business transaction. Being open and honest about the business's financials, operations, and agreements can help facilitate a smoother deal process.

● Addison explains, preparation is key in mergers and acquisitions. Ensuring that all documentation, contracts, and financial statements are in order before entering into a deal can prevent potential pitfalls and facilitate a seamless transaction.

Connect with Addison:

Website: https://www.adamscorporatelaw.com

Blog: https://www.adamscorporatelaw.com/blog/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Chris DeWolfe: The Significance of Early Financial Planning for Long-Term Stability Jun 17, 2024

By placing wealth management planning at the forefront of his approach, Chris DeWolfe empowers his clients to navigate the complexities of the financial landscape with confidence and clarity.

DeWolfe holds a BA in Finance from the Seidman College of Business at Grand Valley State University and an Associate of Arts from Northwestern Michigan College. Chris also holds a comprehensive set of professional registrations, including Series 7, 24, and 66.

Listen to this informative Legacy Leaders episode with Chris DeWolfe about early financial planning.

Here is what to expect on this week’s show:

● Chris stressed the importance of inclusivity and diversification in serving clients of all backgrounds without imposing minimum investment requirements. This approach ensures that investment advice is accessible to a wide range of individuals seeking financial guidance.

● Emphasizing the need for a balanced investment strategy, Chris cautioned against overconcentration in single securities. Diversifying investments helps mitigate risks associated with heavy investments in popular companies and ensures a more stable portfolio.

● Both James and Chris underscored the significance of early financial planning and the benefits of compounding money for long-term financial stability. Encouraging clients to start planning early can lead to better financial outcomes in the future.

Connect with Chris DeWolfe:

LinkedIn: https://www.linkedin.com/in/christopher-dewolfe-0b075515/

Website: https://www.theicg.com

With your Guest Host: James Moore

James L. Moore, JD, Counselor at Law, principle and founder of

The Law Offices of James L. Moore, PC is known as the

“expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environmentwhich allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clientsplan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Nelson Chu: Unlocking Opportunities: Private Credit Investing Explained Jun 12, 2024

Nelson Chu is an experienced serial entrepreneur and the founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. He and his team have built an end-to-end credit platform unlike any other, empowering borrowers, underwriters, and investors to transact with confidence through governance, asset transparency, and market standardization. Nelson has been recognized by Private Debt Investor as a Rising Star in their annual list of the top 40 individuals shaping the future of private credit.

Listen to this informative Legacy Leaders episode with Nelson Chu about private credit investing.

Here is what to expect on this week’s show:

● Nelson explains Private Credit Investing offers uncorrelated returns and higher yields compared to traditional savings accounts. Private credit portfolios are usually pools of loans, providing diversification and risk mitigation for investors.

● Nelson emphasizes diversification is crucial in private credit investments through blended notes and diversified baskets of loans. By spreading investments across multiple lenders and loans, investors can access higher yields while minimizing the impact of defaults on individual loans, making diversification a key strategy in private credit investments.

● Transparency in private credit investing is crucial for investors to make informed decisions. By utilizing technology, investors can compare deal structures, monitor portfolio performance regularly, and access historical data reports to evaluate risk and potential returns.

● Nelson discusses private credit is becoming an increasingly significant component of individuals' portfolios, attracting a growing share of investor interest. This allocation allows for diversification and potential higher returns, with private credit offering unique opportunities for investors.

Connect with Nelson:

Company Website: www.percent.com

Personal Website: www.nelsonchu.co

Nelson LinkedIn: www.linkedin.com/in/nelson-chu

Percent LinkedIn: www.linkedin.com/company/percent-technologies

Nelson X: @nelsonchu_

Percent X: @investpercent

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Amazon: https://www.amazon.com/Be-Unicorn-Data-Driven-Separate-Leaders/dp/1400247101/ref=sr_1_1?crid=MD6J4LFWUSNA&keywords=be+the+unicorn+vanderbloemen&qid=1696252163&sprefix=be+the+uni%2Caps%2C185&sr=8-1

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

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William Vanderbloemen: Be the Unicorn: Mastering the Habits of Successful Leaders Jun 10, 2024

Listen to this informative Legacy Leaders episode with William Vanderbloemen about successful leadership habits.

Here is what to expect on this week’s show:

● Vanderbloemen search group expanded its focus to help values-driven organizations find employees who align with their core values, such as Chick-fil-A and a family-owned company that builds Air Force One. This approach stemmed from William's experience in executive search, prompting him to apply this model to churches in need of leaders.

● William’s book 'Be the Unicorn' explores twelve data-driven habits that differentiate the best leaders, inspired by experiences during the pandemic. The book provides guidance for business leaders looking to identify these key habits in potential hires and individuals seeking to enhance their own career paths.

● The book serves as a resource for business leaders to identify essential habits in potential hires and individuals looking to grow in their careers. It provides guidance for recognizing these habits in potential hires and offers career development advice for enhancing skills and succeeding in different career paths.

● Self-awareness is a crucial trait in personal development and hiring. It is often lacking in society, with individuals unaware of their impact on others in public spaces. Developing self-awareness can lead to improvement in other areas of behavior, making it a fundamental aspect of personal growth and professional success.

● William emphasizes that all twelve skills mentioned can be learned with effort and practice, highlighting the importance of developing interpersonal skills in a workforce influenced by automation and AI. These skills are not innate but can be acquired through dedicated work and guidance, positioning them as essential tools for success in various career paths and industries.

Connect with William Vanderbloemen:

Twitter: https://twitter.com/VanderbloemenSG

Instagram: https://www.instagram.com/vanderbloemen/

LinkedIn: https://www.linkedin.com/company/vanderbloemen-search-group

LinkedIn: https://www.linkedin.com/in/williamvanderbloemen

Instagram: https://www.instagram.com/wvanderbloemen/

Twitter: https://twitter.com/wvanderbloemen

Facebook: https://www.facebook.com/vanderbloemen

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

X: https://twitter.com/MarkMillerLeads

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Miller: The Heart of Leadership: Nurturing Your Inner Leader Jun 05, 2024

Mark Miller is a Wall Street Journal and international best-selling author, communicator, and the former Vice President of High Performance Leadership at Chick-fil-A. Mark started his Chick-fil-A career working as an hourly team member in 1977. In 1978, he joined the corporate staff working in the warehouse and mailroom. During his tenure with Chick-fil-A, the company grew from seventy-five restaurants to over 2,700 locations with annual sales exceeding $19 billion. Today, Mark serves as the Co-Founder of Lead Every Day, an extension of his life-inspired mission to encourage and equip leaders with the tools they need to be successful. Mark began writing almost twenty years ago when he teamed up with Ken Blanchard, co-author of The One Minute Manager, to write The Secret: What Great Leaders Know and Do. With over one million books in print in more than twenty-five languages, his global impact continues to grow. For more information, please visit https://leadeveryday.com/.

Listen to this informative Legacy Leaders episode with Mark Miller

about the heart of leadership

Here is what to expect on this week’s show:

● Mark discusses how to demonstrate the behaviors and values that you expect from your team members: show integrity, accountability, and a strong work ethic in everything you do.

● Mark explains emotional intelligence is the ability to understand and manage your own emotions, as well as those of others. Leaders with high emotional intelligence are better able to navigate complex social situations, build strong relationships, and inspire trust and loyalty in their team members.

● Mark stresses the importance of clear and open communication; and it is essential for effective leadership. Listen actively to your team members, provide constructive feedback, and ensure that everyone is on the same page regarding goals, expectations, and responsibilities.

Connect with Mark:

Website: https://leadeveryday.com/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

J. Diane Robinson: Financial Barriers: Making Planning Accessible for All Jun 03, 2024

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Listen to this informative Legacy Leaders episode with J. Diane Robinson

about making financial planning accessible for everyone

Here is what to expect on this week’s show:

● J. Diane's background growing up in poverty and her passion for helping others led her to become a financial expert who believes that financial planning is not exclusive to the affluent, making it accessible and beneficial for blue-collar families as well.

● J. Diane stresses the importance of early financial planning, advising individuals to start by age 30 for retirement security and family protection. J. Diane also underscores the importance of estate planning, noting that even younger individuals have default estate plans that may not reflect their wishes if not carefully considered.

● J. Diane discusses the client-focused financial planning process involves understanding individual needs and gathering information to create a customized financial plan. This approach includes meeting clients in their own comfortable environment to discuss their goals and concerns.

● J. Diane recognizes the importance of sharing memories, values, and knowledge with loved ones, ensuring that her impact is felt for years to come.

Connect with J. Diane Robinson:

Website: https://www.jdianerobinson.com

Website: https://innovationpartnersllc.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

http://www.familylegacyplanningfirm.com

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Sarah Ulibarri and Danielle Guerrero: Comprehensive Planning for Special Needs Beneficiaries May 29, 2024

Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She also advises and petitions courts regarding modifications of irrevocable trusts in order to account for changes in income and estate tax laws; changes in personal circumstances; and changes in the law of trusts.

Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. She leverages her extensive knowledge of California law, the Internal Revenue Code, and best practices to patiently simplify complex tax, estate planning, and trust administration concepts for clients.

Listen to this informative Legacy Leaders episode with Sarah Ulibarri and Danielle Guerrero about special needs planning.

Here is what to expect on this week’s show:

● Sarah and Danielle prioritize creating personalized legal documents for each client, ensuring that their unique needs and circumstances are taken into account. This level of tailored care sets them apart in the field of estate planning.

● The attorneys engage in specialized planning for special needs beneficiaries, working closely with a network of professionals to provide comprehensive support in managing assets and securing the future of these individuals.

● Sarah and Danielle emphasize the importance of being a constant support system for their clients, going above and beyond to ensure that they receive the assistance and guidance they need. As Danielle aptly put it, "We're always striving to give our best to each client."

Connect with Sarah and Danielle:

Sarah LinkedIn: https://www.linkedin.com/in/sarah-ulibarri-225920123/

Danielle LinkedIn: https://www.linkedin.com/in/danielleguerrero/

With your Guest Host Jeff Kritzberg:

As a Financial Advisor, Jeff helps individuals, couples and families grow their assets for the long term. He takes this mission very seriously and works closely with clients to recommend the appropriate products and services to help achieve their unique goals. Jeff has the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternative strategies to help protect your assets.

Connect with Jeff:

Website: http://www.prudential.com/advisor/jeff-kritzberg

Linkedin: https://www.linkedin.com/in/jeff-kritzberg-16a89a14

Facebook: https://www.facebook.com/Jeff-Kritzberg-at-Prudential-2011137655604721/

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Ron Schirtzer: Navigating Estate Disputes: Strategies for Legal Clarity May 27, 2024

Ron is a trial lawyer with diverse experience in complex commercial litigation matters. He represents clients and tries cases across a broad range of practice areas, including products liability, trucking industry, personal injury, employment litigation, professional malpractice, intellectual property, construction law, healthcare, first amendment claims, insurance and surety claims, government and contract bidding and compliance, antitrust, trusts and estates, federal and state tax litigation and general commercial litigation.

Listen to this informative Legacy Leaders episode with Ron Schirtzer about estate disputes.

Here is what to expect on this week’s show:

● Ronald emphasized the necessity of sitting down with all involved parties, especially spouses, to discuss and outline how assets should be distributed in the event of passing.

● The episode detailed how disputes often center around the mental capacity of individuals when making changes to wills or trusts. Ronald explained the process of proving testamentary capacity through medical evidence and forensic experts, highlighting the emotional strain such challenges can impose on families.

● Ronald underscored the importance of attorneys maintaining objectivity when guiding clients through estate disputes. By staying neutral and rational, lawyers can assist in achieving settlements that alleviate prolonged distress within families.

Connect with Ron:

Website

Ron Schirtzer’s LinkedIn

WWHGD’s LinkedIn

With your Guest Host Tanisha Coffey:

Tanisha Coffey is a homeschooling mompreneur, author & speaker. She oversees the Rock Solid Financial (www.RockSolidFinancial.co) brand. Rock Solid Financial empowers businesses, nonprofits & individuals with insurance-based financial strategies and legal services that enable them to have a secure, fruitful present and future, no matter what life sends their way. In addition to Rock Solid Financial, Tanisha is also an author, speaker and the founder of the Women Wealth Builders, 10XYour401k and The Lofty Entrepreneurbrands. Coffey lives in central Florida with her husband and children.

Connect with Tanisha:

Website: www.RockSolidFinancial.co

The Lofty Entrepreneur: www.TheLoftyEntrepreneur.com

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Matrona Jessica Ward: Navigating Estate Planning Through the Lens of Faith May 22, 2024

Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion.

Listen to this informative Legacy Leaders episode with Matrona Jessica Ward about estate planning and faith.

Here is what to expect on this week’s show:

● Matrona highlights the importance of meeting clients' needs and understanding their values. She emphasizes the significance of having heartfelt conversations with clients to truly grasp what matters most to them. Matrona believes that understanding their heart leads to creating estate plans that reflect their deepest desires.

● Katie Beth mentioned the unique perspective of individuals with a faith background when it comes to end-of-life planning. Matrona echoed this sentiment, emphasizing the boldness orthodox Christians have regarding death, viewing it as something that has already been conquered. Infusing hope and faith into estate planning can make it a more holistic and meaningful process.

● Matrona's journey into estate planning began with exploring a field that aligned with her passion for helping people shape their destinies. She highlights the importance of seeking guidance from professionals who can simplify the technical aspects of estate planning while infusing the process with personal meaning and purpose.

Connect with Matrona:

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://www.comparioninsurance.com/insurance-agent/illinois/warrenville-046c/george-chase

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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George Chase: Tailored Insurance Solutions for Family Protection May 20, 2024

George is a seasoned insurance professional with a background in sales and customer service, having transitioned from managing a McDonald's restaurant to the insurance industry. His perspective on insurance industry challenges stems largely from his experiences dealing with common customer issues like unfair rate increases and impersonal service. George remains passionate about problem-solving for his clients and striving for positive outcomes. His dedication to prioritizing his clients' best interests has solidified his position as a trusted advisor in the industry.

Listen to this informative Legacy Leaders episode with George Chase about insurance solutions.

Here is what to expect on this week’s show:

● George highlights the importance of advisors having the heart of a teacher, educating clients about their insurance needs while prioritizing their well-being. Building trust and ensuring that the advice given is in the client's best interest is crucial.

● George recommends talking to more than one advisor to benefit from different perspectives and ensure that the advice received is solid. Having multiple sets of eyes and working with different companies can provide a comprehensive view of the best insurance options available.

● George advises against opting for online insurance, likening it to a vending machine where the cheapest option is often chosen. He advocated for working with a trusted insurance advisor who can offer personalized advice and ensure that the coverage aligns with the client's specific needs.

Connect with George:

With your Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.com and on Facebook, LinkedIn, Instagram, and YouTube.

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James Moore: Proactive Steps in Estate and Business Planning Strategies May 15, 2024

James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

Listen to this informative Legacy Leaders episode with James Moore about business and succession planning

Here is what to expect on this week’s show:

● James emphasized the importance of regular reviews in estate planning to ensure that plans remain effective amidst life's changes. He highlighted the need for proactive steps to protect family wealth and business assets.

● James pointed out that the number one reason wealth gets squandered is lack of communication. Effective communication within families and business settings is crucial to ensure the smooth transition of assets and to prevent potential issues in the future.

● James Moore's book 'Family Wealth Protection Planning' focuses on actionable steps and reducing anxiety in estate planning. It aims to provide readers with a sense of relief and confidence in their planning decisions, emphasizing the importance of having a comprehensive plan in place to avoid crises and ensure preparedness.

● Regular reviews in estate planning are essential to ensure plans remain effective amidst life's changes. The process is personalized, focusing on coaching individuals to tailor plans to their specific needs and circumstances.

Connect with James:

Website: www.mooreandkerbawy.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://mybeaconadvisors.com

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Daniel Goodman: Empathetic Financial Planning with Tailored Strategies May 13, 2024

Daniel Goodman- Daniel graduated from San Jose State University with Honors with degrees in Economics, Business Finance and Humanities. He also holds an MBA from Santa Clara University with a concentration in Behavioral Finance and Quantitative Decision Methods.

Daniel is both a Certified Financial Planner and Chartered Life Underwriter. He is the Director of Financial Planning and Wealth Advisor at Sierra Pacific Financial Advisors, LLC.

He has over 20 years of experience in the financial planning industry and enjoys using his extensive financial planning and investment knowledge to champion financial literacy and help clients achieve their personal and custom financial dreams.

Listen to this informative Legacy Leaders episode with Daniel Goodman about strategic financial planning.

Here is what to expect on this week’s show:

● Daniel specializes in assisting executives with substantial equity compensation planning for retirement in eight to ten years. Sierra Pacific Financial Advisors caters to clients through their satellite offices in San Jose and Oakland, offering educational webinars, a social media presence, and easy access to booking meetings through their website.

● Daniel emphasizes the importance of tax-efficient strategies in financial planning, debunking the misconception that their focus is solely on trading portfolios. This approach involves constructing portfolios with specific goals to balance maximizing returns while minimizing potential losses, emphasizing the need for a strategic and holistic financial plan beyond just trading activities.

● Daniel explains the anxiety of making sound financial recommendations and managing clients' hard-earned wealth is a critical concern. He prioritizes serving his clients by staying informed about market trends and tax implications to protect their financial well-being, reflecting the fiduciary responsibilities of a Certified Financial Planner.

● Daniel's approach to financial planning involves creating tailored plans that show active listening to clients and aim to overcome negative experiences in the financial industry. He also places a strong emphasis on building trust with clients by being transparent about investment reviews and ensuring tax efficiency in financial strategies.

Connect with Daniel:

Website: https://www.sierrapfa.com/

YouTube: https://www.youtube.com/channel/UCcTpSeyJYGHvoKAa3bQEJtA

Instagram: https://www.instagram.com/sierrapacificfinancialadvisors/

LinkedIn: https://www.linkedin.com/company/sierra-pacific-financial-advisors/

Facebook: https://www.facebook.com/sierrapfa/

With your Guest Host Robert Bergman:

Bob Bergman is an Estate Planning attorney who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on planning to avoid conservatorship and Probate, special planning for special needs persons, and specialized court petitions involving trusts. Bob is a Certified Specialist in Estate Planning, Trust & Probate Law, as certified by the California State Bar Board of Legal Specialization. App

A Santa Clara County resident since 1968, he received his J.D. from Santa Clara Law School in 1980, after attending and graduating from college in Santa Clara County. He is a 15+ year member of Wealthcounsel, a national association of estate planning attorneys with thousands of members. He has also taught continuing legal education to other attorneys

Bob presents frequent seminars on living trust planning and is the host of “Plan Your Estate Radio, “ a Monday afternoon live radio talk show on 1220AM KDOW in the San Francisco Bay Area. Bob is married with twin teenage daughters, and enjoys live theater, travel, and wargaming in miniature.

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Sally and Tim Santos: Unlocking Medicare Solutions: Tailored Plans for Every Individual May 08, 2024

Tim and Sally are McHenry County's Best of the Fox husband and wife insurance team who own HealthMarkets Insurance, Santos Agency in McHenry on Green Street. Together they specialize in helping individuals and families find the right Health insurance, Medicare, Dental/Vision, and Life insurance plans.

A truly homegrown business, the Santos' pride themselves on not only being THE local Health Insurance and Medicare experts, but also strong community leaders and advocates; relentlessly supporting local small businesses, as well as volunteering for and spearheading BIG community projects across McHenry County.

Listen to this informative Legacy Leaders episode with Sally and Tim Santos about Medicare Solutions

Here is what to expect on this week’s show:

● Tim and Sally leverage their previous experiences in the restaurant and corporate marketing sectors to enhance their roles in the insurance business and provide valuable insights to clients.

● Evaluating the professional compatibility of spouses is crucial before venturing into a business together. Tim and Sally found success by leveraging their individual skill sets and backgrounds to create a harmonious working relationship. This approach allows couples to capitalize on each other's strengths and navigate challenges effectively in a shared business endeavor.

● Professionals like Tim and Sally help families avoid financial hardships due to unexpected health crises, ultimately preserving their savings, properties, and investments for their loved ones. Through careful planning and understanding of insurance options, families can mitigate the risk of depleting their resources to cover medical expenses, ensuring a lasting legacy for generations to come.

Connect with Sally and Tim:

Website: healthmarkets.com/tsantos

Facebook: http://facebook.com/healthmarkets.tim.santos

Instagram: https://bit.ly/ClickHere_SantosAgencyonInstagram

With your Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.comand on Facebook, LinkedIn, Instagram, and YouTube.

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Annrose Isaac: Unlocking the Secrets of Effective Estate Planning Strategies May 06, 2024

Annrose Isaac is a Shareholder and Senior Advisor at Wade Financial Advisory, Inc. with over 20 years of experience in the financial services industry. She has been with Wade Financial Advisory since 2017 and is a member of the leadership team at WFA. Annrose specializes in strategic tax planning, investment management and holistic financial planning for high net worth individuals and families particularly those with complex equity compensation planning issues. Annrose is a Certified Public Accountant as well as a Certified Financial Planner™ professional.

Listen to this informative Legacy Leaders episode with Annrose Isaac about multi-generational planning.

Here is what to expect on this week’s show:

● Annrose and Wade Financial Advisory serve a wide demographic of clients with specialized advice around equity compensation. They work with clients who need advice on non-qualified stock options, incentive stock options, and equity compensation from pre-IPO companies. Additionally, they provide detailed tax planning services and are knowledgeable about various types of equity compensation, setting them apart from other financial advisory firms.

● Annrose explains hiring a financial advisor is often perceived as expensive, but managing investments independently can be even costlier due to common pitfalls like market timing, lack of diversification, emotional decision-making, and missed tax strategies. Financial advisors not only provide investment management but also offer services such as tax planning, insurance coverage review, and estate planning to ensure optimal financial outcomes. By working with a financial advisor, individuals can focus on their career, enjoy life, and stay on track to meet their financial goals effectively.

● Working at a fee-only registered investment advisory firm allows financial advisors to provide advice in the best interest of their clients without being influenced by additional compensation. This approach ensures that financial advice is tailored to clients' needs and long-term goals rather than being driven by potential product sales or commissions, setting this type of firm apart in the financial advisory landscape.

Connect with Annrose:

Annrose LinkedIn page: https://www.linkedin.com/in/annrose-isaac-sfbayarea/

WFA LinkedIn page: https://www.linkedin.com/company/wade-financial-advisory-inc/

WFA website: www.wadefa.com

WFA Facebook: https://www.facebook.com/wadefinancialadvisory

WFA Twitter: https://twitter.com/WadeFinancial

With your Guest Host Robert Bergman:

Bob Bergman is an Estate Planning attorney who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on planning to avoid conservatorship and Probate, special planning for special needs persons, and specialized court petitions involving trusts. Bob is a Certified Specialist in Estate Planning, Trust & Probate Law, as certified by the California State Bar Board of Legal Specialization. App

A Santa Clara County resident since 1968, he received his J.D. from Santa Clara Law School in 1980, after attending and graduating from college in Santa Clara County. He is a 15+ year member of Wealthcounsel, a national association of estate planning attorneys with thousands of members. He has also taught continuing legal education to other attorneys

Bob presents frequent seminars on living trust planning and is the host of “Plan Your Estate Radio, “ a Monday afternoon live radio talk show on 1220AM KDOW in the San Francisco Bay Area. Bob is married with twin teenage daughters, and enjoys live theater, travel, and wargaming in miniature.

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Rachel Hook: Customizing Strategies for a Stable Retirement Income May 01, 2024

Rachel is a Financial Advisor for Beacon Wealth Advisors. She specializes in simplifying the complexities of investing and is passionate about providing her clients with unique strategies to navigate unfamiliar waters. Outside of the office she enjoys cooking, camping, and spending time with her friends and family. In the community Rachel is a charter member of the P.E.O. Bull Valley chapter, and active in the local McHenry Chamber of Commerce.

Listen to this informative Legacy Leaders episode with Rachel Hook

about stable retirement income.

Here is what to expect on this week’s show:

● Rachel believes in customizing strategies for each client based on their unique goals and risk tolerance. By taking into consideration the whole financial picture and long-term objectives, she ensures that investments align with what is best for her clients.

● One of the significant areas Rachel assists her clients with is retirement income planning. She focuses on providing financial stability post-retirement, ensuring her clients can meet their day-to-day expenses and enjoy their retirement without financial stress.

● Rachel emphasizes that time is a crucial asset when it comes to investing. Starting early and consistently setting aside funds, even in small amounts, can significantly impact long-term financial growth.

Connect with Rachel:

With your Guest Host: Adam Diamond

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.com and on Facebook, LinkedIn, Instagram, and YouTube.

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Marc Dion: Entrepreneurial Transformation through Self-Leadership Discovery Apr 29, 2024

Marc Dion is the owner of the Balanced Leadership Center, he is also a coach. His purpose is to help individuals and teams improve performance. There’s something about seeing the light turn on and the reward of new achievement that he’s wired for. He is focused on helping business owners, executives, leaders, and individuals increase their ability to achieve success of their objectives and aspirations. This is accomplished by regularly interaction, reinforcing skills, and accountability for their development. Marc offers (quarterly networking events, 1-on-1 coaching, or group coaching) to help these leaders learn and grow using our fundamental keys to success.

Listen to this informative Legacy Leaders episode with Marc Dion about coaching and self-leadership.

Here is what to expect on this week’s show:

● Marc discusses the importance of networking with professionals in business leadership. Mark connects people with resources they need through networking opportunities like luncheons and online platforms, allowing individuals to gain insights, expand knowledge, and overcome challenges through collaboration with experts in various fields.

● Marc explains having a coach does not signify failure or lack of skills, but rather serves as a valuable resource for individual growth and development, offering accountability, mentorship, and skill enhancement opportunities. Seeking a coach may not give off a negative impression, as coaches play a vital role in guiding individuals towards achieving their goals, much like mentors do in various aspects of life.

● Marc discusses the Self Leadership Discovery involves exploring the motivations, values, and personal vision of business owners to align their personal goals with their business objectives, sometimes leading to unexpected outcomes like employees discovering a desire to become entrepreneurs. This approach enhances business performance and fosters personal growth and fulfillment, occasionally resulting in employees realizing their entrepreneurial dreams and starting their own businesses.

● Marc explains early business planning, including exit planning, is crucial for business success. Marc emphasizes the difficulty in making business owners realize what they don't know and the value of seeking expert help to identify blind spots and achieve higher levels of success. This highlights the necessity of educating entrepreneurs on the benefits of proactive business planning to avoid stifling growth potential and maximize opportunities in the long run.

Connect with Marc:

Website: www.balancedleadershipcenter.com

LinkedIn: https://www.linkedin.com/in/coachmarc/

With your Guest Hosts James Moore

James L. Moore, JD, Counselor at Law, principle and founder of

The Law Offices of James L. Moore, PC is known as the

“expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environmentwhich allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clientsplan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

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Ben DeLaughter: The Power of Visual Storytelling in Marketing Strategies Apr 24, 2024

Ben DeLaughter has been working in video marketing professionally for the past 6 years. He started his own video marketing business, Blue Eyed Visuals, in June of 2020. Since then, he has helped many small to medium sized businesses reach their ideal clients through video marketing. Blue Eyed Visuals is based in Elgin, IL and services all of the Chicagoland area.

Listen to this informative Legacy Leaders episode with Ben DeLaughter about visual storytelling.

Here is what to expect on this week’s show:

● Ben discusses understanding the 'why' behind creating videos for businesses and aligning video content with business goals is crucial for successful video marketing. It is important to not just create visually appealing videos, but to ensure that each video serves a specific purpose in achieving business objectives.

● Ben explains shooting videos on site allows businesses to showcase their personality and reality. By going on site to where the businesses are located, the videos capture the essence of the company, making the audience feel a connection with the authenticity of the business owners.

● Emphasizing the importance of finding one's zone of genius in business activities and delegating tasks accordingly, Ben acknowledges the humbling experience of realizing their limitations in video editing while focusing on connecting with clients and conveying their message effectively.

● Ben explains videos help preserve a family legacy by capturing specific moments in time that can be revisited later, ensuring that future generations can see and appreciate their family history. Andrew highlights the importance of recording family moments through videos, sharing personal experiences of watching childhood videos to connect with past memories. He encourages the use of modern technology to convert older formats like VHS tapes into digital files for long-term preservation, emphasizing the value of capturing family history for future generations.

Connect with Ben:

Website: blueeyedvisuals.com

Facebook: facebook.com/Bunjamind75

LinkedIn: linkedin.com/in/ben-delaughter-441987203/

With your Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.comand on Facebook, LinkedIn, Instagram, and YouTube.

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Josh Andrews: Encouraging Open Conversations: The Importance of Estate Planning Apr 22, 2024

Josh Andrews is the managing partner of Gatehouse Law where he focuses his practice on the legal needs of entrepreneurs, business law, and complex transactions, such as business formations; business succession planning; estates for entrepreneurs; business transactions; raising capital for businesses; complex business negotiations; national and international intellectual property management, property disputes and expansion of business; mergers and acquisitions; and preventative law business consulting as well as transition and succession planning for business owners. Mr. Andrews is admitted to practice in Alabama and Georgia. He is a member of the Alabama State Bar and the State Bar of Georgia. Mr. Andrews earned his B.A. degree from Birmingham-Southern College and his J.D. degree from Cumberland School of Law.

Listen to this informative Legacy Leaders episode with Josh Andrews about open conversations regarding estate planning.

Here is what to expect on this week’s show:

● Josh highlights the importance of making legal services accessible and approachable, especially for young families and small businesses. By offering user-friendly resources and support, individuals and organizations can navigate legal matters more effectively, fostering a more inclusive legal system that caters to a diverse range of clients' needs.

● Josh explains how issues can arise when assets are not properly managed or planned, leading to legal complexities. This can include disputes over inheritance, unclear beneficiaries, or tax implications that were not adequately addressed. It is crucial to have a well-thought-out estate plan in place to avoid these challenges and ensure a smooth transfer of assets to intended recipients.

● Josh discusses that open conversations and support systems are needed to help young families navigate the process of completing their estate plans effectively.

● Josh discusses why estate planning is crucial for small business owners to ensure proper asset protection and the smooth transfer of wealth to future generations. It is important to have a will, power of attorney, and healthcare directives in place to protect business assets and personal wealth.

Connect with Josh:

Website: https://gatehouse.law

With your Guest Host Chuck Gore

Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy.

Website: https://laborretirementservices.com/

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Dylan Mentzer: Fostering Family Harmony Through Estate Planning Apr 17, 2024

Dylan Metzner measures his accomplishments by the value and successful outcomes he creates for the clients he serves, including high-net-worth individuals, corporate executives, closely held business owners, and professionals. He counsels individuals and families throughout the United States and internationally with their tax, estate and private wealth planning needs, guiding them through the maze of laws and practical considerations, moving each client closer to achieving goals and resolving outstanding issues.

Listen to this informative Legacy Leaders episode with Dylan Mentzer about family dynamics and estate planning

Here is what to expect on this week’s show:

● Dylan discusses how estate planning is crucial for maintaining family harmony and passing down wealth and values. Issues such as family dynamics, potential conflicts, and the importance of tough discussions are common themes in estate planning.

● Dylan emphasizes the importance of considering income tax consequences related to retirement accounts in estate planning. Retirement accounts can have significant tax implications for beneficiaries, so it's crucial to address this alongside minimizing estate taxes. Failing to do so could lead to unexpected tax burdens for heirs inheriting these assets.

● Dylan talks about the need for involving professionals like estate attorneys and financial advisors is crucial for transitioning family wealth smoothly. Dylan and Carol emphasize the importance of minimizing family discord during the estate planning process. They stress the need for tough discussions with family members to avoid conflicts.

● Open communication is crucial in selecting guardians, financial decision-makers, and medical decision-makers in estate planning. It is important to have candid conversations with potential decision-makers to ensure they are willing and able to fulfill these roles, avoiding conflicts of interest and misunderstandings. By openly discussing expectations and responsibilities, individuals can minimize the risk of family discord and ensure a smooth transition of decision-making authority in times of need or incapacity.

Connect with Dylan:

https://joneskeller.com/attorneys/dylan-h-metzner/

https://joneskeller.com/

https://www.linkedin.com/company/jones-&-keller-pc/mycompany/?viewAsMember=true

https://www.linkedin.com/in/dylan-metzner-20719041/

With your Guest Host Carol Eddy:

Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory.

At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now.

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Jack Herman: The Importance of Relationships in the Lending Industry Apr 15, 2024

Jack has over 30 years in the housing industry with a comprehensive understanding of the cost of home ownership. Along with traditional mortgage programs, Jack has become an expert in assisting veterans, active armed service members and civil servants. He upholds a steadfast commitment to providing impeccable service to his clients and prides himself on guiding them into a program that best suits their needs.

Listen to this informative Legacy Leaders episode with Jack Herman

about relationships in the lending industry.

Here is what to expect on this week’s show:

● Jack discusses the Homes for Heroes Program which offers benefits to veterans, first responders, medical personnel, and teachers as a token of appreciation for their service.

● Jack explains the importance of building trust and rapport with clients over time to provide personalized lending services involves understanding each client's unique circumstances, needs, and financial goals.

● Jack emphasizes the importance of addressing client challenges, such as low credit scores or loan preferences, and why this is crucial in the lending process. By working closely with clients, lenders can establish meaningful relationships and provide personalized assistance tailored to individual needs.

Connect with Jack:

Facebook: https://www.facebook.com/profile.php?id=100090254596329

LinkedIn: https://www.linkedin.com/in/jackherman/

Website: https://www.myoakleaf.com/loan-officer/jack-herman/

With Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.comand on Facebook, LinkedIn, Instagram, and YouTube.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Nathan Gordon: Creating a Smooth Transition of Wealth Across Generations Apr 10, 2024

Mr. Gordon's practice includes representing publicly traded companies and closely-held businesses in connection with a wide variety of corporate and real estate matters.

He frequently represents REITs with sale-leaseback transactions, joint ventures, real estate developments and other complex transactions that regularly range from $10 million to in excess of $1 billion.

He also advises clients in the multifamily housing industry in connection with capital raises, joint ventures, acquisitions, and similar transactions.

Mr. Gordon's practice also includes representing clients in numerous industries as outside general counsel in connection with general corporate matters, commercial agreements, mergers and acquisitions, tax issues, and securities laws. Mr. Gordon also works with individuals and family businesses on a regular basis in connection with estate planning and estate administration.

Listen to this informative Legacy Leaders episode with Nathan Gordon

about wealth transition.

Here is what to expect on this week’s show:

● Nathan explains engaging with clients to understand their needs, educating them on options, and arriving at tailored solutions for their estate planning needs is crucial. By working closely with small to mid-sized business owners, discussing succession plans, wills, trusts, and potential tax implications, legal professionals can help clients navigate complex decisions and create personalized estate plans that address their unique circumstances.

● Nathan emphasizes the importance of addressing wills, estate tax issues, special needs trusts, and family dynamics in business succession in estate planning to avoid costly and complex situations that can arise from lack of planning.

● Nathan discusses the importance of planning ahead to avoid unnecessary financial burden and complications for family members in the event of unexpected circumstances like sudden death or complex estate tax issues.

● Nathan explains that he encourages early planning to avoid costly issues like setting up trusts posthumously or missing out on tax-saving opportunities. Procrastination in estate planning can have a significant impact.

Connect with Nathan:

https://www.bakerdonelson.com

With Your Guest Host Chuck Gore:

Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy.

https://laborretirementservices.com

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Maureen Kroll: Empowering Women Through Financial Planning Engagement Apr 08, 2024

Maureen Kroll is an accomplished attorney with a unique background as a registered nurse, with a master's degree in nursing and 15 years of hands-on nursing experience. She transitioned into law 35 years ago and now specializes in areas such as estate planning, elder law, and real estate closings. Maureen is adamant about the importance of estate planning services and urges individuals to plan ahead for their future.

Listen to this informative Legacy Leaders episode with Maureen Kroll

about planning ahead.

Here is what to expect on this week’s show:

● Maureen stresses the importance of having a power of attorney document to avoid guardianship proceedings and costly court interventions. She emphasizes the significance of getting these documents done early on to prevent will contests and disputes among family members, ensuring a smooth transition of assets and decision-making in times of need.

● Maureen explains that in the absence of a will, there is a progression of who receives assets, which may not align with the deceased individual's wishes.

● Maureen emphasizes the importance of women being informed and involved in financial planning to avoid bad advice or being taken advantage of. She highlights the significance of actively participating in financial decisions by encouraging women to be knowledgeable about their finances, review statements, ask questions, and be proactive in understanding their financial situation.

● Maureen emphasizes the importance of involving beneficiaries in estate planning sessions, especially for disabled children, to address their needs effectively. She underscores the value of establishing special needs trusts to safeguard disabled individuals' benefits and assets, preventing them from losing government assistance eligibility.

Connect with Maureen:

https://maureenkroll.com

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites: https://www.jdianerobinson.com / https://www.innovationpartnersllc.com

Emails: jrobinson@ipfinancialservicesllc.com / jrobinson@innovationpartnersllc.com

Phone: 412-500-9430 | 470-239-5252 | 724-388-0136 (cell)

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Giuseppe Grammatico: Financial Resources: Key to Franchisee Success Apr 03, 2024

Giuseppe Grammatico is a franchising advisor who has owned a number of Master Franchise licenses and has enjoyed a successful franchising career, guiding over 200 individuals through business ownership, many for the first time. In addition to 2 decades in franchising, he also has 20 years of sales, marketing, and management experience.

Listen to this informative Legacy Leaders episode with Giuseppe Grammatico about franchising success.

Here is what to expect on this week’s show:

● Giuseppe explains successful franchisees need to have the financial resources, ability to follow a process, and the right timing to enter the franchise business.

● Common mistakes in the franchise business include rushing the process, skipping key steps like speaking with franchise owners, and not understanding the day-to-day operations. Giuseppe explains it is important to thoroughly research and evaluate a franchise opportunity to ensure long-term success and avoid potential pitfalls that could arise from hasty decisions.

● Understanding the factors that contribute to the success of franchise businesses versus independent startups can help individuals make informed decisions when venturing into the world of business ownership.

Connect with Giuseppe Grammatico:

Facebook: https://www.facebook.com/GGTheFranchiseGuide/

Instagram: https://www.instagram.com/gg_the_franchise_guide/

X: https://twitter.com/ggrammatico

LinkedIn: https://www.linkedin.com/company/gg-the-franchise-guide

YouTube: https://www.youtube.com/channel/UCxWsxLRngbxJEH2m8w-ptYw

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Maggie Drabczynski: Streamlining Operations: The Virtual Assistant's Expertise Apr 01, 2024

Maggie Drabczynski embarked on her life's journey in Poland, but at the age of six, her family made the life-changing decision to relocate to the United States.

Two years ago, Maggie took a courageous leap and established her own virtual assistance company, E-Ssistant. Fueled by her innate organizational prowess and a passion for empowering others, this decision marked a significant chapter in her life. Prior to venturing into entrepreneurship, Maggie dedicated five fulfilling years as a stay-at-home mom, nurturing her two delightful children—a lively 7-year-old boy and a spirited 4-year-old girl—alongside her supportive husband and their beloved cat, affectionately known as Mr. Floofy.

Listen to this informative Legacy Leaders episode with Maggie Drabczynski

about virtual assistant expertise.

Here is what to expect on this week’s show:

● Maggie shares success stories of clients enjoying holidays with family and experiencing business growth, showcasing the positive impact of her services on small business owners' lives.

● Maggie stresses the significance of establishing strong client relationships, understanding their needs, and empowering them to achieve their goals.

● Maggie values meeting clients in person to add a personal touch to her virtual assistant services and ensure she is fully committed to their success. By focusing on quality, staying organized, and being accessible to clients beyond regular office hours, Maggie aims to foster lasting relationships and support clients in growing their businesses.

Connect with Maggie:

Website: www.e-ssistant.net

Facebook: https://www.facebook.com/EssistantVA

LinkedIn: https://www.linkedin.com/in/maggie-drabczynski-ba0649259/

With Your Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.com and on Facebook, LinkedIn, Instagram, and YouTube.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Martin: Recognizing Signs for Career Change Success Mar 27, 2024

Greg Martin, a seasoned professional who began his career in investment banking after earning his business undergraduate degree, found his true calling in entrepreneurship after a decade in the banking sector. His perspective on transitioning from investment banking to entrepreneurship is deeply rooted in personal fulfillment and passion, shaped by his own experiences. Greg realized early in his career that he was overly focused on retirement, neglecting to live in the present. This epiphany led him to chase his entrepreneurial dreams, despite the inherent challenges and uncertainties. He firmly believes in seizing the moment to make a career change if it aligns with one's passion, emphasizing the importance of work-life balance and the pursuit of personal fulfillment. Greg's journey underscores the significance of following one's passions and living in the present, rather than being consumed by future concerns.

Listen to this informative Legacy Leaders episode with Greg Martin about career change.

Here is what to expect on this week’s show:

● Greg highlights the challenges of juggling being an investment banker, entrepreneur, and family man. His personal journey of starting a food business, facing the struggles of entrepreneurship, and eventually returning to investment banking with a new perspective underscores the importance of finding a balance between work and personal life. By sharing his experiences and insights, Greg encourages individuals to prioritize their well-being and family while pursuing their entrepreneurial endeavors.

● Greg explains productivity in remote work environments is a complex issue. He emphasizes the importance of organizational culture, support, and human interaction. Greg highlights the need for a balance between remote work and in-person interaction, stating that productivity can be achieved through proper organization and support.

● Greg emphasizes the importance of finding fulfillment in one's work, highlighting the trend of merging work and personal life, the journey of job satisfaction, and the impact of purpose in one's career.

Connect with Greg:

Links Mentioned:

Podcast: https://www.lifetimeatwork.com

LinkedIn: https://www.linkedin.com/in/gregmartin416/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Luke Snodgrass: Legacy Protection Through Comprehensive Estate Planning Mar 25, 2024

Luke Snodgrass has been practicing law in Lauderdale County for over 6 years, starting his own firm in 2023. A graduate from Cumberland School of Law at Samford University and admitted to the Alabama bar in 2017 and the Tennessee bar in 2019. He provides general legal services and representation with a majority of his practice focusing on civil and probate matters. A Florence native, he is married to his wife Morgan and they are raising their two children.

Listen to this informative Legacy Leaders episode with Luke Snodgrass about protecting your legacy.

Here is what to expect on this week’s show:

● Luke Snodgrass found his passion in estate planning, preferring to help people plan for the future rather than fix mistakes in the past. Luke aims to provide comprehensive estate planning services, highlighting the critical role of proper planning in securing one's legacy and protecting assets for future generations.

● Luke explains common misconceptions in estate planning include procrastination and the belief that estate planning can be postponed until later in life. Early and proactive planning is emphasized to avoid complications and ensure one's wishes are carried out effectively.

● Luke emphasizes the importance of early estate planning to avoid probate and minimize complications. Planning ahead can prevent emergency situations and ensure assets are managed efficiently.

Connect with Luke:

Website: lsnodgrasslaw.com

Facebook: https://www.facebook.com/profile.php?id=100094411571885

With your Guest Host Chuck Gore

Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Julie Perkins: Empowering Female Entrepreneurs: Overcoming Unique Challenges Mar 20, 2024

Whatever your business problems may be, Julie Perkins has lived them and learned how to look forward and survive. From picking herself up after sixth form to witnessing the ins and outs of a business founded in a spare room and launched onto the world stage; from surviving cancer to writing books (The Wyse Way) and hosting her own podcast, she is sought after for her advice and guidance, not only as a business leader but as a thought leader.

Listen to this informative Legacy Leaders episode with Julie Perkins about overcoming challenges.

Here is what to expect on this week’s show:

● Julie discusses the importance of separating the business owner from their current situation in order to grow a successful business. Additionally, she delves into the fear of success that many women entrepreneurs experience, touching on concerns about balancing business success with family responsibilities and societal perceptions.

● Julie explains understanding and defining personal values is crucial for entrepreneurs to attract like-minded individuals and make delegating less daunting. By aligning one's values with the organization, founders can inspire others to follow their vision, creating a cohesive team.

● Julie emphasizes the importance of defining the change one wants to make in their business, rather than getting overwhelmed by headlines of overnight success. By focusing on defining one's vision of change, one can avoid being consumed by unrealistic expectations and instead concentrate on making a meaningful difference in their business.

● Julie addresses the fear of success, particularly among women entrepreneurs, and emphasizes the need to find a balance between personal fulfillment and business growth to achieve success and leave a lasting legacy.

Connect with Julie:

Website: https://wyseminds.com/

LinkedIn: https://www.linkedin.com/in/julie-perkins-wm/

Podcast: https://kitcaster.com/julie-perkins/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://www.linkedin.com/in/stevenstep/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jonathan Huza: Building Trust Through Personalized Estate Planning Services Mar 18, 2024

Jonathan Huza is a seasoned lawyer specializing in estate planning, real estate, and corporate commercial law. He assists high net worth individuals, business owners, and farmers in creating tailored estate planning solutions. Jonathan emphasizes the importance of professional guidance in estate planning, as misconceptions often lead to issues such as improper asset distribution and invalidation of wills. He highlights a case where proper estate planning resulted in over $100,000 in probate tax savings for a wealthy widow. Jonathan values the trust of his clients and takes their personal and financial information seriously, aiming to provide a stress-free and beneficial experience.

Listen to this informative Legacy Leaders episode with Jonathan Huza about building trust and estate planning.

Here is what to expect on this week’s show:

● Jonathan explains many people often mistakenly believe they don't need a will if they have few assets or can save money by creating a will on their own, leading to potential issues.

● Jonathan discusses how consulting with an estate planning lawyer and ensuring assets are held correctly can help individuals avoid stress and complications during estate distribution, allowing them to focus on more important matters during a difficult time.

● Jonathan values being a trusted confidant for his clients and takes their personal information seriously. By establishing rapport and trust with his clients, he aims to positively contribute to their financial and estate planning needs, creating a stress-free and beneficial experience for them.

Connect with Jonathan:

Website: www.lawcornwall.com

LinkedIn: https://www.linkedin.com/in/jonathan-r-huza-98a36a18

Facebook: https://www.facebook.com/HuzaLawOffice/

With Your Guest Host Laurie Varcoe:

Laurie started in the insurance business as a State Farm Agent in Midland Ontario, in 1985. She is passionate about the wealth that individuals and business owners are leaving behind because they don’t know the rules. Laurie retired from State Farm in 2016 because she believed that she can do more and be more for her clients as an independent. Laurie has spent the last 7 years in advance study to bring conversations that can make a difference. Retirement, Estate and Legacy planning is her focus for those pre-retired and post retirees. She is a Master Mentor for Moneytrax, and a certified Cash Flo Specialist. These are wealth programs that shows where your money is now and where it could be.

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William Weintraub: Nuances and Complexity in Estate Planning Strategies Mar 13, 2024

One of the six founders of Elkins Kalt Weintraub Reuben Gartside LLP, Bill specializes in estate planning, transactional tax planning, and tax controversies. His wealth transfer and estate planning clients include high- and ultra-high net worth individuals and families, professional athletes, entertainers and business owners throughout Southern California. Some estate plan clients require sophisticated trusts and transactions to carry out their goals, while other clients require relatively straightforward plans. In all cases, Bill continuously draws on his extensive experience to arrange for a smooth and efficient transfer of property from one generation to the next.

Listen to this informative Legacy Leaders episode with Bill Weintraub about estate planning strategies.

Here is what to expect on this week’s show:

● Bill's career path from accounting to law school led him to specialize in estate planning. His expertise in tax law from his early days at a boutique tax firm allowed him to seamlessly transition into estate planning, where he saw the opportunity to help clients with their financial and legal needs. By combining his knowledge of tax law and estate planning, Bill was able to create a unique practice that catered to the holistic needs of his clients, ultimately finding fulfillment in a field where he could make a positive impact.

● Bill emphasizes the importance of focusing on the client experience in estate planning, highlighting the significance of every step from the initial call to the completion of documents. He ensures clients feel valued and informed throughout the process, emphasizing clear communication and understanding.

● Bill discusses common misconceptions in estate planning, such as the belief that it's just a form document. He emphasizes the complexity and nuances involved in creating effective estate plans tailored to individual circumstances.

● Bill also talks about common pitfalls, like ineffective incentives for children and potential family conflicts from trustee appointments, highlighting the importance of thoughtful and personalized estate planning strategies.

Connect with Bill:

www.elkinskalt.com

With your Guest Host Steven Step

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their "secret weapon," helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds a MBA in marketing from the University of Southern California and a BA in Economics from Denison University.

Connect with Steven:

https://www.stepaheadsb.com/

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Karen Hennecy: Comprehensive Estate Plans: Supporting Families During Times of Grief Mar 11, 2024

Karen M. Hennecy has 26 years of experience exclusively in probate, trusts and elder law. Part of her elder law practice includes assisting families dealing with elder abuse with a goal to help minimize or eliminate exposure to elder abuse and provide peace of mind. Additionally, she has significant experience working with families whose lives have been affected by Alzheimer’s and dementia.

Her practice includes the administration of decedent’s estates, incapacitated and protected persons, guardianships, conservatorships, estate and trust litigation, estate planning including wills and trusts, assisting clients and their families with elder law issues, advance directives, durable powers of attorney, asset preservation, Medicare and Medicaid planning, Social Security, and mental health issues.

Listen to this informative Legacy Leaders episode with Karen Hennecy about estate planning and elder needs.

Here is what to expect on this week’s show:

● Karen discusses her decision to attend law school after working in the art world and seeking a more challenging and financially secure career. She found herself drawn to estate planning and probate practice, which she found to be client-focused and rewarding.

● Karen discusses the importance of setting up an estate plan that ensures wealth transfer and care for spouses in the event of death. By planning carefully and addressing potential challenges, such as dealing with grieving clients after a partner's passing, estate planning can provide peace of mind and ensure a smooth transfer of assets to loved ones.

● Karen enjoys her legal practice, finding satisfaction in her skills, personality fit, and the variety of interesting people she meets. She values the personal connections she makes through her client-focused estate planning work. Karen's passion for helping clients navigate legal matters and create personalized estate plans reflects her enjoyment and fulfillment in her practice.

Connect with Karen:

www.parkerhennecy.com

With your Guest Host Chuck Gore

Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy.

Connect with Chuck:

https://laborretirementservices.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Derek Druschel: Overcoming Challenges as a Business Owner Mar 06, 2024

Derek built, operated, and sold a successful family business after 12 years, and now dedicates his life to imparting that experience to business owners and their key employees. From recruiting and retaining a superior team, to succession planning, to sales training and revenue growth, to managing expenses and company financial statements: Derek has been there. As a business owner, managing cash flow, future planning, and simply dealing with life’s ebbs and flows has never been more stressful or complex. With great challenges come great opportunities, and Derek believes this to be a unique opportunity for business owners and individuals—with proper guidance and support—to work towards their financial goals with confidence.

Listen to this informative Legacy Leaders episode with Derek Druschel about exit planning for business success.

Here is what to expect on this week’s show:

● Derek became a financial advisor after being a business owner. His experience as a business owner, including growing and selling his own businesses, led him to this career. He wanted to help other business owners navigate the challenges he faced. Derek's interest in financial markets and investing allowed him to combine his passion for business and finance into one job as a financial advisor.

● Helping clients avoid mistakes and grow is crucial for advisors. Derek emphasizes the importance of cleaning up messes and saving clients from headaches and financial losses. As a former business owner, Derek understands the desire for growth and aims to help his clients grow professionally and personally. By making their businesses easier to run, he believes he can improve his clients' quality of life and contribute to their overall success.

● Starting early is crucial for business success, as younger business owners have the opportunity to achieve more and enjoy the benefits of their business. By starting the planning process early, younger business owners can add more value and see all the benefits of their business. Many business owners haven't even thought about planning, particularly exit planning, and often treat it as a last-minute process. However, the younger a person is and the further they are from transitioning out of their business, the more they can achieve and enjoy the benefits of their business.

● Business owners often avoid contemplating exit planning and contingency planning due to their focus on success and risk-taking. Derek highlights the difficulties they face, explaining that their success often comes from ignoring or downplaying risks and fears. Constantly thinking about contingency and risk may not make them successful entrepreneurs. The challenge lies in helping business owners realize that exit planning and contingency planning are important aspects of long-term business success, rather than a reflection of their business acumen or vitality.

Connect with Derek:

Links Mentioned:

Website: www.Principal.com/Michigan

LinkedIn: https://www.linkedin.com/in/derekdrushel/

With your Guest Host James Moore:

James L. Moore, JD, Counselor at Law, principle and founder of

The Law Offices of James L. Moore, PC is known as the

“expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

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Jim Hendricks: Tailored Financial Planning for Personalized Success Mar 04, 2024

Jim’s entire career has been devoted to finance. Jim received his bachelor’s degree in accounting from Northern Illinois in 1994. He became a CPA, and then worked for a privately held firm in various financial capacities and as a controller for a division of a large company. However, even while he was in school for accounting, Jim knew he didn’t want to spend my career as an accountant.

Jim decided my calling was to play 1st base for the Cubs. That didn’t work out so well, but decided his 2nd calling was to become a financial advisor. Jim joined the industry in 2002 working for a big “Wall Street” firm where there was pressure to generate commissions and a requirement to wear a suit to work every day. Jim didn’t much care for that stuffy atmosphere, so he decided to start my own firm in 2004, which turned out to be the best career move he ever made. That firm still exists today as Hendricks Wealth and Estate Management, and the plan is to keep this company in existence for decades to come.

Listen to this informative Legacy Leaders episode with Jim Hendricks about financial planning for future success.

Here is what to expect on this week’s show:

● Jim explains the financial planning process involves creating a written plan that takes into account factors such as age, life expectancy, inflation, Social Security and pension income, expenses, investment balances, and tax implications to ensure clients can maintain their current standard of living throughout retirement. Financial planners consider these components and factors to determine if clients are on track to meet their retirement goals and make recommendations for adjustments if necessary.

● Understanding each client's unique situation and creating a personalized plan is crucial for Hendricks Wealth and Estate Management. They believe that every dollar should have a purpose and that managing investments without knowing the client's plan is like a doctor writing a prescription without making a diagnosis. They take the time to get to know their clients and their specific needs, helping them achieve their financial goals and providing them with a sense of direction. By tailoring their services to each individual, they aim to give people the opportunity to have a better lifestyle and make subtle changes that can have a profound effect on their long-term wealth prospects.

● Jim emphasizes the importance of estate planning, specifically having named beneficiaries, trusts, and wills. They highlight the significance of named beneficiaries on accounts and the importance of trusts in estate planning. They believe that trusts are more important than wills when done correctly and stress the need to make beneficiaries more tax efficient. Overall, estate planning is crucial for protecting assets and ensuring a smooth transition for loved ones.

● Transitioning from relying on a company paycheck to personal savings as an income source is a common challenge faced by individuals when becoming self-employed. Many people struggle with the leap of faith required to use their own savings instead of relying on an employer.

Connect with Jim:

Website: www.jghfs.com

LinkedIn: https://www.linkedin.com/in/jghendricks/

With your Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.comand on Facebook, LinkedIn, Instagram, and YouTube.

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Gena Merrill: Navigating Estate Planning Misconceptions and Misinformation Feb 28, 2024

Gena Merrill is a lawyer at the Oakley Law group in Burbank, specializing in estate planning. With a background in law and a passion for helping others, Gena decided to focus her practice on estate planning to assist individuals in avoiding negative outcomes and providing them with a sense of peace and confidence. With experience in cases where individuals have put off estate planning, resulting in consequences such as Alzheimer's diagnosis and the need for conservatorship, Gena is known for her straightforward, nice, and fun approach to helping clients navigate the importance of estate planning.

Listen to this informative Legacy Leaders episode with Gena Merrill

about estate planning misconceptions and misinformation.

Here is what to expect on this week’s show:

● Gena explains, estate planning is important for homeowners, especially those with children, to protect their assets and ensure their wishes are carried out. It is a common misconception that estate planning attorneys may draw up wills and trusts without ensuring they are properly funded, leading to probate and rendering the planning efforts useless.

● Misconceptions and misinformation about estate planning are common on the internet, so it's important to have a trusted advisor to help navigate the process. Clients often have misconceptions about the effectiveness of revocable living trusts in protecting assets from lawsuits and the difficulty and expense of passing away without a trust.

● Many clients mistakenly believe that placing their assets into revocable living trusts will shield them from lawsuits. Gena ensures that her clients comprehend the reality. Another common misconception among clients is the difficulty and expense of passing away without a trust.

● The importance of estate planning and the potential consequences of not having a plan in place are highlighted by the need to regularly review and update estate plans due to changes in family structure, representatives, and tax and property laws. It is crucial to properly fund the estate plan to avoid probate.

● Gena explains, the probate process can be challenging and time-consuming, especially when assets are not placed in a trust. It is crucial to have a comprehensive estate plan and ensure that all assets are properly transferred into a trust to avoid probate and its associated difficulties, stress, and expenses.

Connect with Gena:

Website: https://oakleylawgroup.com/our-firm/staff-profiles/

With your Guest Host: Steven Step

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their "secret weapon," helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds a MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve's articles on financial planning have appeared in many publications including The Daily News and Senior Life.

Connect with Steven:

https://linkedin.com/in/stevenstep

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Dan Steininger: Embracing Uncertainty: The Key to Personal Creativity Feb 26, 2024

Dan Steininger, a prominent figure in the field of business leadership, is a respected author, speaker, and advisor dedicated to nurturing innovation. Known for his insightful books on innovation, Dan has been a contributing columnist

for the Biz Times with a column titled Innovate or Die. At the helm of Steininger

& Associates, he equips businesses from diverse sectors with the tools for innovative growth. His impactful career spans leadership as a former CEO of a major financial institution, as well as active roles in prestigious organizations. As a sought-after speaker, Dan shares his wisdom with a wide array of audiences, reflecting his commitment to innovation, leadership, and impact.

Listen to this informative Legacy Leaders episode with Dan Steininger about innovation and creativity.

Here is what to expect on this week’s show:

● Dan explains, understanding the problem is crucial before jumping to solutions. By asking why and identifying the causes, one can gain a thorough understanding of the problem at hand. It is important to prioritize the causes of the problem and attack the number one cause. It is also important to generate a large number of ideas as solutions, as studies have shown that the more ideas you put in play, the better the results.

● Great leaders exhibit confident humility by acknowledging that they don't have all the answers and rely on their team to solve problems. Dan discusses embracing uncertainty and recognizing the fast-changing world is crucial for leaders to avoid complacency and encourage team participation. Prioritizing the causes of a problem and involving the team in finding solutions through ideation and brainstorming can foster an environment of confident humility and effective problem-solving.

● Identifying and prioritizing criteria is crucial when making decisions. By understanding the causes of a problem and prioritizing them, individuals can effectively tackle the root cause. Additionally, generating a multitude of ideas and evaluating them based on predetermined criteria can lead to better decision-making outcomes.

● Emotional intelligence is crucial for decision making, as emotions can cloud judgment and lead to poor choices. It involves being aware of one's own emotions and responding to them appropriately. By practicing emotional intelligence, individuals can reduce impulsive or irrational decisions, leading to better outcomes in personal and professional life.

Connect with Daniel:

Website: https://dansteininger.com

LinkedIn: https://www.linkedin.com/in/dsteininger/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Joseph Janicki: Educating Clients About Their Unique Insurance Needs Feb 21, 2024

Joseph has over 20 years of sales and management experience and is the Agency Owner of Brightway Insurance, The Janicki Agency in Lake Zurich. Brightway is a local, independent insurance agency offering clients more convenience and a better way to buy insurance with access to more insurance companies than any other agency. Their focus on the community and dedication to providing an exceptional client experience has already won them several awards, including being named the Lake Zurich Area Chamber of Commerce New Business of the Year for 2022.

Prior to opening Brightway Insurance, Joe worked as a management consultant for numerous clients across the country. His focal points included improving client experience, process improvement, and operational efficiency.

With a strong foundation in leadership, coupled with his dedication to client satisfaction, Joe has quickly established himself as an industry expert who consistently delivers exceptional results.

Listen to this informative Legacy Leaders episode with Joseph Janicki

about insurance needs.

Here is what to expect on this week’s show:

● Joe highlights the significance of liability limits, particularly in auto insurance. Accidents can happen unexpectedly, and without adequate coverage, individuals may be responsible for paying out-of-pocket for injuries or property damage. Joe emphasizes the importance of having enough liability coverage to protect assets, especially for those with substantial wealth or valuable possessions.

● Misconceptions about insurance pricing are widespread. One common misconception is that insurance rates should be the same for everyone with similar circumstances. However, insurance providers consider numerous factors when determining rates, such as the square footage of a home, finishes, presence of a finished basement, and even the presence of a dog. The same applies to auto insurance, where factors like age, vehicle usage, mileage, and garaging address play a role. Joe emphasizes that his agency takes a proactive approach, reaching out to clients before renewals to inform them of any changes and explore better options. By debunking these misconceptions, Joe aims to educate clients about the importance of understanding insurance coverage and how it ties into protecting their assets and legacy.

● Client Success Stories demonstrate the importance of having sufficient insurance coverage. Joe shares an example of how insurance helped clients recover from damages. In one instance, a retired couple had minimal coverage on their auto policy, risking their entire retirement savings. Joe emphasizes the significance of protecting assets and legacy planning, as lack of insurance coverage can lead to the loss of hard-earned money.

Connect with Joseph:

Our website: www.brightwayjanicki.com

Facebook: https://www.facebook.com/BrightwayJanicki

LinkedIn: www.linkedin.com/in/josephjanicki/

Instagram: www.instagram.com/brightwayinsurancejanicki

With your Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.comand on Facebook, LinkedIn, Instagram, and YouTube.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric Miller: Safeguarding Wealth with Asset Protection Strategies Feb 19, 2024

Eric has served over 20 years in the financial industry and co-owns a national financial planning company dedicated to serving the needs of healthcare owners. He has personally had over 20,000 conversations with practice owners at every phase of ownership. He has published countless articles, videos, and podcasts on various financial topics and is an expert on matters concerning creating economic independence for a practice owner’s business and household. He has recently published a book “How To Become a Financial Beast” which quickly became a bestseller on Amazon.

Listen to this informative Legacy Leaders episode with Eric Miller about asset protection strategies.

Here is what to expect on this week’s show:

● Eric specializes in helping practice owners achieve financial success by providing guidance on personal finances, business management, and investment strategies. He focuses on working with healthcare practice owners, such as veterinarians, dentists, physical therapists, optometrists, and chiropractors, who often lack financial training and struggle with controlling and expanding their wealth.

● Treating the practice as an investment is crucial. Eric explains that healthcare owners who do so can generate significant value and financial success. By helping practice owners understand money basics, controlling and expanding it, and treating their practice as an investment, Eric aims to guide them towards financial freedom and wealth creation.

● Understanding the business side of practice owners is crucial in niche marketing. Eric emphasizes treating a practice making the business less dependent on the owner. By duplicating oneself and delegating tasks, practice owners can increase the value of their practice and create opportunities for growth.

● Protecting assets from lawsuits is crucial, especially as individuals accumulate significant wealth. It is important to have a plan in place to safeguard assets. Even with a high net worth, one accident, health issue, or lawsuit can potentially wipe out a substantial amount of money.

Connect with Eric Miller:

• Website: www.econologicsfinancialadvisors.com

● YouTube - https://www.youtube.com/c/FinancialBeast

● Facebook - facebook.com/econologicsfinancial

● LinkedIn - linkedin.com/in/ericisyourbfff

Free Giveaway & CTA:

URL: www.wealthforpracticeowners.com

Name: Practice Expansion Checklist

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Emma Michael: Creating Peaceful Legacies through Estate Planning Feb 14, 2024

Emma received her JD from Osgoode Hall Law School in 2009 and was called to the bar in 2010. She is a member of the Law Society of Ontario, the Canadian Bar Association, the Ontario Bar Association, the Women’s Law Association and the Canadian Hispanic Bar Association.

While having focused her practice on real estate for over ten years, Emma loves the interplay of estate planning and corporate law as well. She currently focuses her practice in these areas. Believing in educating her clients and the community alike, she frequently provides lectures and seminars to various agencies and organizations on issues related to the firm’s focal areas of business.

Listen to this informative Legacy Leaders episode with Emma Michael about creating peaceful legacies.

Here is what to expect on this week’s show:

● Emma helps individuals navigate blended families, second marriages, and children with disabilities. Emma focuses on creating comprehensive estate plans that address financial aspects and consider the emotional impact on the family.

● Emma addresses some common misconceptions about estate planning. One misconception is that estate planning is only necessary for older individuals, but Emma emphasizes the importance of starting early. Emma also highlights the complexity of managing relationships and plans within modern family structures, such as blended families and those with disabilities or addiction issues.

● Emma stresses the need for a comprehensive estate plan that addresses all potential scenarios and avoids leaving gaps that can lead to tragic outcomes. Overall, estate planning involves financial and legal planning to ensure individuals and their families are well-prepared for the future and that their assets are managed as desired.

● Emma emphasizes the emotional impact of losing someone and how estate planning can help ease the burden on those left behind. By discussing future plans and values as a family, Emma believes we can create longer-lasting and more peaceful legacies.

Connect with Emma:

Facebook - @aionlawpartners

Instagram - @aionlawpartners

LinkedIn – Aion Law Partners LLP

YouTube - @aionlawpartners

With your Guest Hosts: Laurie Varcoe

Laurie Varcoe started in the insurance business as a State Farm Agent in Midland Ontario, in 1985. She is passionate about the wealth that individuals and business owners are leaving behind because they don’t know the rules. Laurie retired from State Farm in 2016 because she believed that she can do more and be more for her clients as an independent. Laurie has spent the last 7 years in advance study to bring conversations that can make a difference. Retirement, Estate and Legacy planning is her focus for those pre-retired and post retirees. She is a Master Mentor for Moneytrax, and a certified Cash Flo Specialist. These are wealth programs that shows where your money is now and where it could be.

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Andy McNeill: Creating Global Citizens Through Family Travel Feb 07, 2024

Andy is a seasoned hospitality and travel entrepreneur at American Meetings Incorporated (AMI), a global meeting events agency. His passion for travel, influenced by his father's love for exploring different countries, has shaped his perspective on creating authentic and unique experiences for business travelers. Andy believes in curating the travel experience beyond just staying in a hotel and attending meetings, emphasizing the importance of shared experiences, educational and life experiences, and the value of exploring and discovering unique aspects of each destination. His dedication to merging business and travel to create memorable and valuable experiences for clients has made AMI a leader in the industry.

Listen to this informative Legacy Leaders episode with Andy McNeill about business travelers.

Here is what to expect on this week’s show:

● Andy has been taking his children to various countries since they were six months old, with the goal of creating a sense of global citizenry in them. Andy believes that exposing his kids to different cultures and experiences is crucial for them to understand the impact of the world and appreciate diversity beyond the borders of the United States. He hopes his children will live abroad and embrace different cultures. Traveling with family not only fosters lasting bonds but also builds stronger relationships and a sense of ownership and understanding of the world.

● American Meetings Incorporated (AMI) is a global meeting events agency that specializes in creating impactful experiences through live and virtual meetings. With a focus on hospitality and travel, AMI works with top brands to curate shared experiences that drive business growth.

● Andy discusses how he has been creating a sense of global citizenry in his children through exploring different cultures and experiences.

Connect with Andy McNeill:

Website: www.destinationeverywhere.com

Podcast: https://americanmeetings.com/podcast/

FaceBook: https://www.facebook.com/destinationeverywherepodcast

Instagram: https://www.instagram.com/americanmeetingsinc/

Instagram: https://www.instagram.com/destinationeverywherepodcast/

LinkedIn: https://www.linkedin.com/company/ami-global-meetings-solutions-inc./

LinkedIn: https://www.linkedin.com/in/andy-mcneill

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://www.fusionfamilywealth.com

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dawn Bremer - The Art of Pricing: Realtor Mentorship Jan 31, 2024

After 12 years as a real estate transaction coordinator, Dawn decided to become a real estate broker and establish The Bremer Team. Dawn is the dynamic force and woman leader that created a real estate team that cares about their clients. She prides herself on guiding her clients through every step of the home buying and selling process. Her thorough knowledge and understanding of the real estate market ensure she is working to get the best results possible. As part of Dawn's continued dedication to her business and clients, she is part of the Keller Williams Advisory Leadership Council. She also has her SRES designation (Seniors Real Estate Specialist) and CRS designation (Certified Residential Specialist) and is a certified home stager.

Listen to this informative Legacy Leaders episode with Dawn Bremer about realtor mentorship.

Here is what to expect on this week’s show:

● Dawn emphasizes the importance of mentorship in teaching realtors how to price houses and represent clients effectively. Understanding pricing nuances is essential for selling houses. Dawn, mentored by Joan Daley, learned the art of pricing and now mentors other agents.

● Staging homes is crucial in real estate, and Dawn has a unique perspective. Instead of bringing in staged furniture, she prefers to use the seller's belongings to create a comfortable and inviting atmosphere. By rearranging and staging the house appropriately, Dawn ensures the seller still feels at home while showcasing the property to potential buyers.

● According to Dawn real estate associations provide valuable information on laws and rules, but lack hands-on experience and training in practical aspects like negotiating pricing and writing contracts. Dawn believes this kind of training should be a requirement for realtors before they become agents.

● Social media is a significant part of their marketing strategy, with a professional marketing company handling all platforms and creating engaging videos and posts. Dawn emphasizes the importance of networking and personally engaging with the community to showcase their expertise.

Connect with Dawn:

Facebook: facebook.com/bremerteam/

YouTube: youtube.com/channel/UCxqPRbUZ41KRN8NTqm3pbug

LinkedIn: linkedin.com/in/dawn-bremer-821b3a139/

Instagram: instagram.com/dawn_bremer18/

Twitter: twitter.com/bremerteam18

With your guest host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.comand on Facebook, LinkedIn, Instagram, and YouTube.

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Jonathan Blau: Identifying Biases for Financial Decision-Making Jan 24, 2024

Jonathan Blau is the founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. His investment philosophy is centered on helping shape positive money behavior and by teaching wealthy people to consistently make rational financial decisions under uncertainty.

As an industry thought leader in behavioral finance – helping investors learn to make rational money decisions under conditions of uncertainty – Mr. Blau helps clients thrive by helping them identify biases that drive poor money decisions and then helping to modify their “money” behavior.

Listen to this informative Legacy Leaders episode with Jonathan Blau about biases in financial decision-making.

Here is what to expect on this week’s show:

● Jonathan explains diagnosing biases is crucial in educating clients about their financial decisions. He approaches his practice like a doctor, aiming to diagnose and prescribe solutions for biases that lead to poor decisions.

● According to Jonathan, currency is a unit of exchange for efficient transactions, while money represents purchasing power. Many people mistakenly believe that preserving a certain amount of currency units ensures financial security, but inflation causes the value of currency to decrease over time.

● Jonathan challenges the notion that risk is solely defined by volatility, instead defining it as the chance of losing one's last dollar before their last heartbeat. He argues that asset allocation, which involves diversifying investments between stocks and bonds, freezes the purchasing power of every dollar and ultimately hinders wealth accumulation.

● Jonathan suggests that successful wealth management relies more on temperament and rational decision-making under uncertainty, rather than solely on intellect or predictions. He emphasizes the importance of educating clients about the reality of financial markets and helping them overcome their fears and beliefs about potential losses.

Connect with Jonathan Blau:

https://www.linkedin.com/company/fusion-family-wealth/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth

Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

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Lisa Crosta: The Power of Women's Financial Conversations Jan 17, 2024

A Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA), Lisa Crosta is the Director of Wealth Management of BPP Wealth Solutions, where she helps her clients better understand their financial picture so they can achieve their dreams.

Having gone through divorce and raising three kids on her own, Lisa aims to help other women who find themselves in tough situations. Lisa’s energy, unbridled determination & communication gives her clients the confidence they need to succeed, and empowers them to make great financial decisions. She enjoys guiding her clients through the confusion of complex financial jargon, bringing clarity to the financial realm of her client’s lives.

Listen to this informative Legacy Leaders episode with Lisa Crosta about personal and divorce financial planning.

Here is what to expect on this week’s show:

● Lisa encourages clients to avoid impulsive choices and emphasizes self-sufficiency. She believes in empowering women to pursue their career goals, regardless of credentials. Lisa creates personalized plans that consider clients' current financial situation and long-term goals.

● Lisa emphasizes the importance of financial planning beyond stocks and bonds. Lisa believes women are more inclined to discuss their financial goals and seek advice. Involving both partners in financial matters, especially for older couples, can prevent chaos and ensure financial understanding. Lisa's insights highlight the value of open communication and active engagement in financial planning for women.

● Lisa believes in engaging the younger generation in financial planning is crucial for financial advisors to ensure long-term client relationships. Teaching responsibility and financial literacy to younger clients, even at a college age, can have a significant impact on their future financial well-being.

Connect with Lisa:

Website - https://www.bppwealth.com/

LinkedIn - https://www.linkedin.com/in/lisa-crosta/

Facebook - https://www.facebook.com/people/BPP-Wealth-Solutions-LLC/100063587351579/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

https://carconvoy.org

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Kris Parker and Don Hendry: Navigating the Complexities of Criminal Law and Personal Injury Jan 10, 2024

Don is a second-generation Pinellas County native who has been practicing law for over a decade. He spent the first eleven years of his legal career working for the Public Defender’s Office in the Sixth Judicial Circuit where he was lead counsel in over two dozen criminal jury trials, trying everything from DUI to Murder in the First Degree. Many of the cases he took to trial resulted in Not Guilty verdicts. Don will do his best to work the case out for a favorable outcome, but if negotiations fail, he will be ready to go to trial.

Kris is a graduate of Marshall University and Florida Coastal School of Law in Jacksonville, Florida, where he was a member of its award-winning moot court team. After graduation, Kris worked as a staff attorney for the Jacksonville Area Legal Aid and assisted domestic violence victims in securing domestic violence injunctions and stalking injunctions.

In 2009, Kris was hired as an Assistant State Attorney with Florida’s Sixth Judicial Circuit. As a state prosecutor, Kris tried 42 jury trials, hundreds of evidentiary motions, and a handful of appeals. Kris prosecuted cases in a number of felony and misdemeanors areas including, but not limited to: DUI, domestic violence, sex

crimes, fraud, drug possession and drug trafficking, theft crimes, weapons

charges, consumer protection cases, and obstruction.

Listen to this informative Legacy Leaders episode with Kris Parker and Don Hendry about criminal law and personal injury.

Here is what to expect on this week’s show:

● Kris and Don believe in the importance of a

client-centric approach and specialization in their law firm, Hendry Parker.

They emphasize the importance of personal attention and not being passed around within a firm when dealing with legal matters. Their passion for criminal law and helping people who have been overcharged or falsely accused is evident, but they are also shifting their focus towards personal injury and accidents, aiming to assist clients in dealing with insurance companies and ensuring they receive

fair compensation.

● Discover how Kris and Don's unique friendship and open door policy led them to merge their legal skills and start their own law firm. They're dedicated to providing personalized service and helping clients navigate the legal system.

● They discuss the importance of making responsible decisions during the holiday season and the potential consequences of drinking and driving.

Connect with Kris and Don:

Website: www.HendryParker.com

Facebook: https://www.facebook.com/HendryParkerPA

Instagram: https://www.instagram.com/hendryparkerlaw/

With your Guest Host: Christian Baldino

More than 25 years ago Christian Baldino began his career in finance when he

operated a franchise with Citigroup as a financial advisor and then transitioned

to a full-service independent office offering objective retirement planning,

products, and services.

He currently specializes in working with individuals to help create tax-free and guaranteed, retirement income as well as incorporating the latest estate and protection strategies.

Christian is the author of “The New Retirement Plan,” a guide to helping retirees understand the challenges they face at this stage in their financial life. This guide

steers retirees through the often confusing “sea of financial information.” Additionally Christian wrote, “Post Pandemic Retirement Strategies, A Must-Have Retirement Guide to Navigating You Financial Future in a Post Pandemic World.”

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Kate Hufnagel: Proactive Steps in Estate Organization and End-of-Life Planning Jan 03, 2024

Kate Hufnagel is the Founder and CEO of The Digital WranglerTM. As an estate and legacy organizer, speaker, educator and coach, she helps inspires individuals to do the important work that nobody likes to talk about.

After a mind-blowing 25-year career in big tech, Kate founded her business to put all her know-how and life experiences to work to make things easier for those left behind when the inevitable, or unexpected, happens.

Kate loves educating people on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She is also a bonus mom of two adult children, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world.

Listen to this informative Legacy Leaders episode with Kate Hufnagel about estate planning.

Here is what to expect on this week’s show:

● Kate emphasizes the need for proactive steps in estate organization and encourages open discussions about end-of-life planning.

● Kate discusses the importance of estate planning and how it is crucial for protecting your financial legacy and ensuring your loved ones are taken care of

● Kate explains that managing digital subscriptions and accounts is crucial in our tech-driven world; and the importance of organizing your information and ensuring loved ones can access it when needed.

Connect with Kate Hufnagel:

Website: https://www.thedigitalwrangler.com

Facebook: https://www.facebook.com/thedigitalwrangler

LinkedIn: https://www.linkedin.com/in/kate-hufnagel/

YouTube: https://www.youtube.com/@thedigitalwrangler

Instagram: https://www.instagram.com/thedigitalwrangler/

With your Guest Host Carol Eddy:

Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory.

At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now.

Carol's ultimate objective extends beyond financial success; she aspires to guide women in crafting secure retirements and establishing enduring legacies for their families. Her advocacy, dynamic educational initiatives, and philanthropic contributions underscore her unwavering commitment to ensuring women not only succeed but thrive in their financial pursuits.

Carol's devotion to women's financial well-being reflects her steadfast dedication to creating space for treasured moments with loved ones. Beyond her professional pursuits, she has served as a former board member of Two Roads Charter School and the Arvada Food Bank (Community Table). Her global impact extends to sponsoring students in Kenya and Haiti, exemplifying her commitment to empowerment on a broader scale.

Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow.

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Holiday Episode: Cars for Ukraine - Holiday Episode Dec 25, 2023

Listen to this inspiring Legacy Leaders episode about Cars for Ukraine.

Here is what to expect on this week’s show:

● Stan discusses the Cars for Ukraine volunteer

initiative and why it’s important to him.

● Stan tells Katie Beth about his trip to Ukraine

and his interaction with the soldiers and civilians.

● Stan and Katie Beth agree we can’t win a way

alone, but we can all help and do our part.

Website:

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in

Arkansas. He is passionate about helping families with customized estate

planning solutions. Stan is known for his exceptional listening skills and

ability to explain complex concepts in simple terms. He was an early pioneer of

Living Trust planning in Arkansas and has established over 5,000 Living Trusts,

safeguarding assets worth more than $4.5 billion. Stan is also a national

leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel,

prominent organizations providing education and software for attorneys in the

field. His latest book, "Your American Legacy: Powerful Strategies That

Instill Lasting Values for Generations," became an International

bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training

leaders, protecting families, preserving wealth, and building legacies that

last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Justin Frisco: Expert Tips for Estate Planning and Business Succession Dec 20, 2023

Justin Frisco is a highly experienced financial advisor with over 20 years of expertise in working with family-owned businesses. He has built a strong reputation for his ability to assist small, closely held businesses in navigating the complexities of financial planning. Justin's extensive network of trusted advisors and client referrals has been instrumental in his success. As a member of the Principal Financial Network, he is well-versed in estate planning, retirement planning, and succession strategies. Justin's proficiency in qualified plans such as 401(k) and ESOP, as well as his involvement in selling businesses, further solidify his position as a trusted advisor in the field.

Listen to this informative Legacy Leaders episode with Justin Frisco about Maximizing Distributions and Minimizing Taxes for Business Owners, The Importance of Working with a Trusted Financial Advisor, Retirement and Succession Planning for Family-Owned Businesses, Building a Strong Financial Future for Closely Held Businesses, and Insights into Financial Planning for Family-Owned Businesses

Here is what to expect on this week’s show:

● Justin Frisco, a financial advisor with Principal Securities, shares his inspiring journey to becoming a trusted advisor.

● Justin dives into the world of estate planning and the importance of working with a financial advisor. With over 20 years of experience, Justin specializes in minimizing taxes, maximizing distributions, and assisting with retirement and succession planning.

● Justin specializes in serving the business owner marketplace. Justin's track record of success sets him apart. He shares insights on being a trusted advisor and the power of guidance in finance.

Connect with Justin:

Website: www.justinfrisco.com

LinkedIn: https://www.linkedin.com/in/justincfrisco/

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Twitter: https://twitter.com/rodneyhatley

Learn more about your ad choices. Visit megaphone.fm/adchoices

Adam Hurd and Tom Marino: Unleashing Your Full Potential by Overcoming Limiting Beliefs Dec 13, 2023

Adam Hurd brings over two decades of experience in financial services, having owned a financial planning firm and worked in banking for a decade. With a focus on helping business owners understand how to run their businesses and become effective leaders, Adam's unique background in financial planning and business advice adds valuable insights to the discussion on overcoming limiting beliefs and making empowered decisions as a business owner.

Tom Marino has an extensive 22-year career in medicine and healthcare administration. His experience in developing people and his transition from healthcare to coaching and business advice reflects a deep commitment to empowering others to control their own destinies. Tom’s Proven Leadership and unique perspective make him an influential figure in personal growth and success. Their mission at Atomic Business Coaching is to be dedicated to empowering individuals by unlocking their potential for business growth and personal freedom. Through their holistic coaching approach, they strive to create harmony in the mind, body, and business of their clients, ultimately leading them to a life that is healthy, wealthy, and happy.

Listen to this informative Legacy Leaders episode with Adam Hurd & Tom Marino about Founding Atomic Business Coaching, Principles of Success, Work-Life Harmony, Overcoming limiting beliefs and building belief and Potential, Confidence and Clarity in Decision-making, Building a Team and Business Growth Strategies.

Here is what to expect on this week’s show:

● Uncover the secrets of Atomic Business Coaching for explosive growth in your business

● Master the art of work-life harmony as a business owner for a fulfilling and successful journey

● Overcome limiting beliefs to unleash your full potential as a business owner and leader

● Discover sustainable growth strategies through effective team building for long-term success

Connect with Adam Hurd & Tom Marino:

Website: https://www.atomicbusinesscoaching.com/

Company LinkedIn: https://www.linkedin.com/company/atomic-business-coaching/

Facebook: https://www.facebook.com/atomicbusinesscoaching

Instagram: https://www.instagram.com/atomicbusinesscoaching/

YouTube: https://www.youtube.com/@atomiccoaching

Adam & Tom’s Book: https://www.amazon.com/Atomic-Game-Changer-Life-Changing-Unparalleled/dp/B0C9SLCJN5

Atomic Business Coaching Podcast: https://podcasts.apple.com/us/podcast/atomic-business-coaching/id1669391751

Adam & Tom’s Email: adam@atomicbusinesscoaching.com , tom@atomicbusinesscoaching.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Amanda Keith: Maximizing Retirement Income Through Reverse Mortgages Dec 11, 2023

Amanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assisting mature Americans aged 55 and over in leveraging the equity in their homes for a more secure retirement. She is well-versed in the intricacies of reverse mortgages and works closely with her clients to explore the various options available to them. With Amanda's expertise, clients can confidently navigate the complexities of reverse mortgages and make informed decisions about their retirement planning.

Listen to this informative Legacy Leaders episode with Amanda Keith about What is a Reverse Mortgage? Amanda's Favorite and Most Challenging Aspects of Her Job, Ideal Clients and Loan Options, The Goal of Reverse Mortgages and Realtor Assistance with Reverse Mortgages.

Here is what to expect on this week’s show:

● Gain valuable insights into how reverse mortgages can enhance your retirement planning strategy

● Discover Amanda Keith's expert advice on navigating the complexities of reverse mortgages for a secure retirement

● Learn how realtors can provide valuable assistance to clients considering reverse mortgages for their retirement plans

● Understand the importance of education in making informed decisions about reverse mortgages for retirement

● Access a valuable resource for comprehensive information on reverse mortgages to make well-informed choices

Connect with Amanda Keith:

Website: https://mutualreverse.com/lo/amanda-keith/

LinkedIn: https://www.linkedin.com/in/amanda-keith-cpa-mlo-3a052a9/

Facebook: https://www.facebook.com/amandakeithreversemortgage

Instagram: https://www.instagram.com/amandaloansforseniors/

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Twitter: https://twitter.com/rodneyhatley

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Jon Morris: Unlocking The Secrets To Consistent Revenue Growth Dec 06, 2023

Jon Morris is a serial entrepreneur and the founder and CEO of Ramsay Innovations. With an impressive track record, he grew his previous company, Rise Interactive, from a one-person shop to one of the largest independent marketing agencies in the world, achieving consistent year-over-year revenue growth. After selling Rise, he found his passion in helping fellow entrepreneurs grow their businesses, which led him to establish Ramsay Innovations. He developed a proprietary, tech-enabled approach for surfacing hidden financial insights that drive critical business decisions. Ramsay Innovations’ mission is to transform marketing agencies by providing them with world-class, agency-specific finance management and strategic planning at a fraction of the cost. With his expertise in goal setting and strategic planning, Jon has valuable insights to share with entrepreneurs and business owners in professional service industries.

Listen to this informative Legacy Leaders episode with Jon Morris about Goal Setting for Professional Service Firms, Revenue Forecasting, Cost of Service and Gross Margin, Key Metrics for Professional Service Companies, Investing in R&D and Differentiation and The Importance of Financial Rituals.

Here is what to expect on this week’s show:

● Master business growth strategies for success

● Set and achieve revenue growth goals effortlessly

● Discover the importance of financial planning for success

● Boost revenue by investing in sales and marketing

● Make impactful decisions with data-driven insights

Connect with Jon Morris:

Websites: https://enginebi.net/ , https://fiscaladvocate.com/

LinkedIn: https://www.linkedin.com/in/jonmorrisramsayinnovations/

Email: jon@ramsayinnovations.com

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

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Richard Wira: Leveraging Life Insurance Policies for Success Dec 04, 2023

Richard Wira is a seasoned insurance professional with over 50 years of experience in the industry. As the managing director of Cool Springs Financial and president of Equote.com, he developed a deep understanding of the financial benefits of life insurance. He is passionate about helping small business owners attract and retain key employees through the use of life insurance policies as a long-term incentive. Richard's expertise lies in showcasing the living benefits of life insurance, such as chronic illness, critical illness, terminal illness, and long-term care coverage, which can provide financial security and peace of mind for individuals and their families. With a focus on personalized service and a commitment to educating his clients, Richard has become a trusted advisor in the insurance industry.

Listen to this informative Legacy Leaders episode with Richard Wira about Living Benefits of Life Insurance, Success and Loss Stories, Making a Difference & Building a Legacy, Using Life Insurance as a Recruitment Tool and Low-Cost Term Life Insurance.

Here is what to expect on this week’s show:

Discover how life insurance policies can attract and retain top talent for your small business
Learn about the financial benefits and long-term security that life insurance can provide to your employees
Explore real-life success stories and case studies of small businesses that have leveraged life insurance
Understand how leaving a positive legacy through life insurance can strengthen employee loyalty and commitment
Uncover the advantages of offering a tax-free income stream as an incentive to retain and motivate key employees

Connect with Richard Wira:

Websites: https://equote.com/ , https://www.coolspringsfinancial.com/

LinkedIn: https://www.linkedin.com/in/richard-wira-6400a410/

Emails: rwira@equote.com , rwira@coolspringsfinancial.com

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

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Ed Spinks: Finding Peace of Mind Through Proactive Financial Planning Nov 29, 2023

Ed Spinks is an attorney specializing in elder law and estate planning. With a unique background that includes serving in the military and working as a firefighter, he brings a diverse perspective to his practice. He has over 25 years of experience, including 10 years as a lawyer for the Marine Corps. At Spinks Law Firm, Ed focuses on three main areas: elder law, estate planning, and special needs. He takes a personalized approach to each client, tailoring plans to their specific goals and needs. Ed's passion for helping families navigate the complexities of planning for their loved ones shines through in his work. With his expertise, he aims to provide his clients with confidence and peace of mind when it comes to their financial future.

Listen to this informative Legacy Leaders episode with Ed Spinks about the Focus Areas of Spinks Law firm, Delivering an Individualized Experience, Overcoming Misconceptions & Frustrations in Estate Planning, The Future of Elder Law & Estate Planning, and The Importance of Having a Financial Plan in Place.

Here is what to expect on this week’s show:

● Understand the importance of estate planning and gain peace of mind knowing that your assets will be distributed according to your wishes

● Discover the benefits of special needs planning for families and ensure the long-term financial security of your loved ones with disabilities

● Learn the advantages of early financial planning and start taking control of your finances to achieve your goals and dreams

● Develop a solid financial plan that will guide you in making smart financial decisions and setting yourself up for a secure future

● Find a reliable financial professional who can provide expert advice and support you in managing your finances effectively

Connect with Ed Spinks:

Website: https://spinkslawfirm.com/

Personal LinkedIn: https://www.linkedin.com/in/ed-spinks-7007306/

Company LinkedIn: https://www.linkedin.com/company/spinks-law-firm/

Facebook: https://www.facebook.com/SpinksLawFirm

Email: ed@spinkslawfirm.com

With your Guest Host: Christian Baldino

Christian Baldino is licensed as a fiduciary as a Registered Investment Advisor as well as a licensed insurance planner in the state of Florida. He currently specializes in working with individuals to help create tax-free and guaranteed retirement income as well as incorporating the latest estate and protection strategies. He is the author of "The New Retirement Plan," a guide to helping retirees understand the challenges they face at this stage in their financial life. This guide steers retirees through the often confusing "sea of financial information." He has taught adult education classes in retirement planning and mutual fund investing and has provided planning and investment product guidance to various Fortune 500 employees.

Connect with Christian Baldino:

Website:https://safetyfirstretplanning.com/

LinkedIn:https://www.linkedin.com/in/christianxbaldino/

Email: Chris@TheNewRetirementPlan.com

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Matt Rinkey: Maximizing Business Value Through Strategic Financial Planning for Business Exit Nov 27, 2023

Matt Rinkey is a Certified Exit Planning Advisor and the Founder and Chief Financial Life Officer of Illumination Wealth. Matt and his team specialize in working with entrepreneurial families, particularly those navigating the complexities of business exit, an expanding investment portfolio, and family wealth transfer planning, offering tailored financial guidance through every stage of their journey. The firm's mission is simple yet profound: to enhance the returns across their clients’ entire financial life. His approach is rooted in a deep understanding of the unique financial dynamics entrepreneurial families face, making him a trusted advisor and advocate for those planning significant transitions in their financial, business, and personal lives.

Listen to this informative Legacy Leaders episode with Matt Rinkey about the Best and Worst Experiences as a Financial Advisor, Ideal Clients, and What is a Certified Exit Planning Advisor? When to Start Exit Planning, Importance of Second Opinions and Building a Financial Team.

Here is what to expect on this week’s show:

● Learn the financial planning strategies necessary for a successful exit from your business and secure your financial future

● Discover the importance of early preparation and how it can set the stage for a smooth and profitable exit from your business

● Unlock the secrets to maximizing the value of your time and business, ensuring you get the most out of your hard work

● Understand how to align your business with your personal goals, creating a harmonious balance between work and life

● Assess and optimize your financial team, ensuring you have the right professionals in place to support your exit strategy

Connect with Matt Rinkey:

Website: https://illuminationwealth.com/

LinkedIn: https://www.linkedin.com/in/mattrinkey/

Email: matt@illuminationwealth.com

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn:https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill Cates: Client Multiplication and Creating Compelling Messaging Nov 22, 2023

Bill Cates, CSP, CPAE, is the President of Referral Coach International and the author of Get More Referrals Now, Beyond Referrals, and Radical Relevance. He is the founder of The Cates Academy for Relationship Marketing™, as well as the host of the Top Advisor Podcast. He has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients. Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value. Bill’s programs are high energy and high content. You can also expect to walk away with powerful insights and practical strategies that will have an immediate impact on your business.

Listen to this informative Legacy Leaders episode with Bill Cates about The importance of relationship marketing System, The System of Referral Marketing, Importance of attracting the right fit clients, Building Long-Term Relationships with Clients, and Discovering Effective Client Attraction Strategies.

Here is what to expect on this week’s show:

Learn how to build strong relationships and attract new clients through the power of referrals
Discover a proven relationship marketing system that helps you consistently bring in the right-fit clients
Uncover strategies for positioning yourself as a trusted guide, leading your clients to success rather than being seen as the hero
Tap into your network and leverage connections to attract high-quality prospects and grow your client base
Gain insights into relationship marketing techniques that can help you attract and retain the clients you want

Connect with Bill Cates:

Website:https://referralcoach.com/

LinkedIn: https://www.linkedin.com/in/billcates/

Facebook: https://www.facebook.com/ReferralCoach

Instagram: https://www.instagram.com/thereferralcoach/

YouTube: https://www.youtube.com/user/ReferralCoach

Email: BillCates@ReferralCoach.com

Bill’s FREE High-Content eGuide: https://referralcoach.mykajabi.com/8-steps-to-exponential-growth

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Patty Durell: Maximize Fitness Potential for Executives and Busy Professionals Nov 20, 2023

Patty Durell is the CEO of Rock Solid Fitness, a personal training studio in Dunedin Florida. Through her younger years, she battled depression, addiction, and being bullied for being overweight. She joined Weight Watchers and lost a significant amount of weight. She got accepted into a Physical Therapy Assistant program and started to change her life for the better. She is a Master Level Personal Trainer, Certified Conditioning Specialist, and Licensed Physical Therapist Assistant. She is also a SelfHealth coach and is extremely passionate about empowering and challenging people to be their best. She currently educates and inspires her team, her community, and audiences throughout the country on topics of optimal health through self-care, leadership, and time-efficient, safe exercise programs.

Listen to this informative Legacy Leaders episode with Patty Durell about The Benefits of Exercise, Empowering Others Through Strength Training, The Importance of Intensity in Strength Training, The Future of the Fitness Industry, and The Need for Personal Interaction in Fitness.

Here is what to expect on this week’s show:

● Discover the challenges and misconceptions in the fitness industry that could be holding you back from reaching your goals

● Explore how technology and AI are revolutionizing the way we approach fitness, making it easier and more efficient than ever before

● Learn the importance of personalized fitness programs tailored to your specific needs and goals, ensuring maximum effectiveness and results

● Find out how targeted fitness coaching can help busy professionals like you fit effective workouts into your busy schedules

● Uncover the incredible impact that strength training can have on your overall health, including increased strength, improved bone density, and enhanced metabolism

Connect with Patty Durell:

Website: https://www.rocksolidfitnessfl.com/

LinkedIn: https://www.linkedin.com/in/pattydurell-ceo-educator-speaker-selfhealthexpert/

Facebook: https://www.facebook.com/rocksolidfitnessfl/

Instagram: https://www.instagram.com/rocksolidfitnessfl/

YouTube: https://www.youtube.com/user/RockSolidClearwater

Email: Patty@rocksolidfitnessfl.com

With your Guest Host: Christian Baldino

Christian Baldino is licensed as a fiduciary as a Registered Investment Advisor as well as a licensed insurance planner in the state of Florida. He currently specializes in working with individuals to help create tax-free and guaranteed retirement income as well as incorporating the latest estate and protection strategies. He is the author of "The New Retirement Plan," a guide to helping retirees understand the challenges they face at this stage in their financial life. This guide steers retirees through the often confusing "sea of financial information." He has taught adult education classes in retirement planning and mutual fund investing and has provided planning and investment product guidance to various Fortune 500 employees.

Connect with Christian Baldino:

Website:https://safetyfirstretplanning.com/

LinkedIn:https://www.linkedin.com/in/christianxbaldino/

Email: Chris@TheNewRetirementPlan.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric Holtzclaw: Uncovering Your Business's True Identity Nov 15, 2023

Eric Holtzclaw is the Chief Strategist and dojo Master at Liger where he is the resident expert in guiding businesses to find their identities and core values, craft their visions, and establish their brands. He is a serial entrepreneur and host of The Claw podcast where he interviews business owners and entrepreneurs. Eric has contributed to magazines and online publications, and wrote the book, “Laddering: Unlocking the Potential of Consumer Behavior.”

Listen to this informative Legacy Leaders episode with Eric Holtzclaw about Branding Strategies and common Branding Mistakes, Elements of Branding, The Process of Branding and strategy, Content that Converts, and The Importance of Specificity with AI and its Potential and Challenges.

Here is what to expect on this week’s show:

● Discover effective strategies to establish a strong brand identity that sets your business apart from the competition

● Learn the importance of targeting specific customer segments and how it can help grow your business

● Create a distinct brand identity that resonates with your target audience and attracts the right customers

● Master the art of consistency in branding elements, from logo design to messaging, for a cohesive and memorable brand experience

● Unlock the secrets to creating content that not only engages your audience but also drives conversions and sales

Connect with Eric Holtzclaw:

Website:https://ligerpartners.com/

LinkedIn: https://www.linkedin.com/in/eholtzclaw/

Facebook: https://www.facebook.com/YouNeedALiger/

Instagram: https://www.instagram.com/ligermarketing/

Eric’s Podcast: https://podcasts.apple.com/us/podcast/the-claw/id1201943078

Eric’s Book: https://www.amazon.com/Laddering-Unlocking-Potential-Consumer-Behavior/dp/1118566122

Email: Eric@LigerPartners.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Sandy Pollack: Unleashing Authenticity - How Financial Advisors Can Build Stronger Client Relationships Nov 13, 2023

Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as personal and economic complexities, that entrepreneurs and self-employed professionals face. She has built an advisory firm based on the understanding that each family business has its own unique set of values and issues. Her priority is to take the time to appreciate the qualitative aspects of your family and business before taking quantitative factors into consideration. This commitment to understanding “what” you want and “why” has been the basis of creating deep relationships that extend well beyond generations.

Listen to this informative Legacy Leaders episode with Sandy Pollack about The Inspiration Behind "Don't Leave a Mess" Book, The Importance of Talking About Money, Building Wealth with Intentionality, The Importance of Authentic Service, and The Importance of Having Courageous Conversations.

Here is what to expect on this week’s show:

Discover the secrets to successful open communication and how it can revolutionize your financial advising practice
Learn how to have courageous conversations about estate planning that will strengthen your client relationships and build trust
Uncover the key to providing authentic service in financial advising and how it can set you apart from your competition
Explore the proactive estate planning strategies that will help your clients avoid a messy and stressful situation in the future
Gain valuable insights on the importance of proactive estate planning and how it can protect your client's assets and ensure their wishes are carried out

Connect with Sandy Pollack:

Website:https://trimaranadvisory.com/

LinkedIn: https://www.linkedin.com/in/sandypollack/

Facebook: https://www.facebook.com/trimaranadvisory

Sandy’s Book: https://www.dontleaveamess.ca/

Email: sandy@trimaranadvisory.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Charlie Bresler: Making a Difference and Finding Happiness Nov 08, 2023

Charlie Bresler is not your typical philanthropist. With a background that includes being the former president of Men's Warehouse, his journey to making a positive impact has been anything but ordinary. Armed with a PhD in social and clinical psychology and a passion for social justice, he co-founded The Life You Can Save, a nonprofit organization dedicated to helping those living in extreme poverty. Through The Life You Can Save, Charlie and his team curate compelling content and identify highly effective nonprofits operating in South Asia and sub-Saharan Africa. Charlie's unique blend of business expertise, academic knowledge, and genuine desire to make a difference sets him apart as a legacy leader. His story is a testament to the power of balancing personal success with a deep commitment to creating a meaningful impact in the world.

Listen to this informative Legacy Leaders episode with Charlie Bresler about The mission of The Life You Can Save, Overcoming the Fear of Giving, Various Organizations Making a Difference and Connecting with Impactful Work, Effective Hedonism and Maximizing Pleasure and The Life-Changing Impact of Giving.

Here is what to expect on this week’s show:

● Discover the power of effective giving to alleviate global poverty and make a lasting impact on the lives of those in need

● Uncover the incredible work of nonprofit organizations that are saving lives and transforming communities around the world

● Explore the impact of the Deworm the World Initiative and how a simple intervention can have a profound effect on the health and well-being of children

● Learn how effective giving can play a vital role in addressing and combating climate change, and the positive impact it can have on our planet

● Find out how to strike a balance between personal pleasure and making a positive impact in the world, allowing you to live a fulfilling and meaningful life

Connect with Charlie Bresler:

Website: https://www.thelifeyoucansave.org/

LinkedIn: https://www.linkedin.com/in/charliebresler/

Facebook: https://www.facebook.com/TheLifeYouCanSave

Instagram: https://www.instagram.com/thelifeyoucansave/

YouTube: https://www.youtube.com/user/TheLifeYouCanSave

Twitter: https://twitter.com/LifeYouCanSave

MUSINGS Podcast: https://podcasts.apple.com/us/podcast/musings-about-ourselves-and-other-strangers/id1702957799

Email: charlie.bresler@thelifeyoucansave.org

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ashly Guernaccini: Unlock Your Peace of Mind and Secure Your Assets Nov 06, 2023

Ashly Guernaccini founded atCAUSE Law Office because she knows good legal representation is not a one-size-fits-all approach. Her practice focuses on estate planning (wills, trusts, healthcare directives), probate, intellectual property (trademarks & copyrights), and business law, specifically contract law, business transactions, dispute resolution, and entity formation. She can explain complex legal matters in a way that those who know nothing of the law can understand. She's efficient and great at time management, saving clients’ money on legal fees. She takes pride in getting to know the people and businesses she serves and firmly believes that building a solid relationship is the foundation from which the magic happens.

Listen to this informative Legacy Leaders episode with Ashly Guernaccini about The Importance of Human Connection in Estate Planning, Ideal Clients for Estate Planning, Expertise in Unraveling Estate Planning Puzzles, The Importance of Taking Action and The Life-Changing Power of the First Phone Call.

Here is what to expect on this week’s show:

● Discover the importance of personal connection in estate planning and how it can help ensure your wishes are carried out exactly as you want them to be

● Learn practical strategies for navigating complex estate planning situations and find peace of mind knowing your loved ones will be taken care of

● Overcome your fears and seek the help you need to create a comprehensive estate plan that protects your assets and ensures your wishes are honored

● Take action today to create a basic estate plan and gain the peace of mind that comes from knowing your affairs are in order

● Understand how estate planning can be a powerful tool for protecting your assets, even beyond your own lifetime, and ensure your hard-earned wealth is passed down to future generations

Connect with Ashly Guernaccini:

Website: https://www.atcauselaw.com/

LinkedIn: https://www.linkedin.com/in/ashly-guernaccini/

Facebook: https://www.facebook.com/atCAUSELawOffice/

Instagram: https://www.instagram.com/atcauselaw/

TikTok:  https://www.tiktok.com/@thenonstuffyattorney

Email: ashly@atcauselaw.com

With your Guest Host: Christian Baldino

Christian Baldino is licensed as a fiduciary as a Registered Investment Advisor as well as a licensed insurance planner in the state of Florida. He currently specializes in working with individuals to help create tax-free and guaranteed retirement income as well as incorporating the latest estate and protection strategies. He is the author of "The New Retirement Plan," a guide to helping retirees understand the challenges they face at this stage in their financial life. This guide steers retirees through the often confusing "sea of financial information." He has taught adult education classes in retirement planning and mutual fund investing and has provided planning and investment product guidance to various Fortune 500 employees.

Connect with Christian Baldino:

Website:https://safetyfirstretplanning.com/

LinkedIn:https://www.linkedin.com/in/christianxbaldino/

Email: Chris@TheNewRetirementPlan.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jessica Embree: Mastering Customer Retention - Proven Strategies for Small Business Owners Nov 01, 2023

Jessica Embree is an international bestseller, a story brand guide, and a marketing specialist with a passion for helping businesses grow. With a background in door-to-door sales at the young age of ten, she developed a love for marketing and understanding what drives people to make purchasing decisions. As the Creative Director at Tulip Media Group, she specializes in both print and digital marketing strategies to help businesses build credibility, brand awareness, and customer retention. Her expertise lies in crafting impactful messaging that resonates with target audiences and implementing effective marketing campaigns that deliver results. With a strong focus on the story brand framework, she has successfully transformed businesses by simplifying their marketing strategies and increasing their revenue.

Listen to this informative Legacy Leaders episode with Jessica Embree about The Impact of Story Brand Training & Framework, Print Marketing and its Benefits, Importance of Customer Retention, Common Marketing Mistakes and Simplifying Marketing Strategies.

Here is what to expect on this week’s show:

● Retain more customers and increase loyalty with these effective strategies

● Avoid common marketing mistakes that could be costing you customers and sales

● Align your sales and marketing efforts to maximize effectiveness and drive growth

● Simplify your marketing strategies for better results and less overwhelm

● Identify and target your core customers to drive more impactful marketing campaigns

Connect with Jessica Embree:

Website: https://tulipmediagroup.com/

LinkedIn: https://www.linkedin.com/in/jessicaembree/

Facebook: https://www.facebook.com/TulipMediaGroup

Instagram: https://www.instagram.com/tulipmediagroup/

YouTube: https://www.youtube.com/channel/UC5plW7bBQyOOwSQggUwkp5A

Jessica’s Book: https://www.amazon.com/Double-Sales-Zero-Salespeople-Development/dp/0578988828

Email: jessica@tulipmediagroup.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Eric Raines: Navigating the Complexities of Tax Planning Oct 30, 2023

Eric Raines received his law degree from Yale Law School and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. He earned his undergraduate degree at the University of Texas. His practice is focused on estate planning, business succession planning, charitable giving, trust administration, and probate. Prior to joining the firm, he founded his own trust and estates law firm, worked at Gibson, Dunn & Crutcher, LLP, and prosecuted cases as a Deputy District Attorney in Las Vegas. He teaches a class on Estate Planning at the University of California, Irvine, and has created and run a 501(c)(3) nonprofit organization. He is admitted to practice in California and Nevada.

Listen to this informative Legacy Leaders episode with Eric Raines about The Importance of Visual Communication in Estate Planning, Tailoring Communication to Different Clients, Simplifying Complex Concepts, Ideal Clients & Understanding Clients' Sensitive Pressure Points and The Importance of Consulting an Estate Planning Attorney.

Here is what to expect on this week’s show:

● Learn innovative estate planning concepts and strategies to enhance your practice and better serve your clients

● Discover effective communication techniques that will empower you to connect with your estate planning clients on a deeper level

● Master the art of tax planning in order to navigate the complexities of the tax code and maximize benefits for your clients

● Explore the emotional challenges associated with estate planning and gain valuable insights on how to support your clients through the process

● Understand the importance of continuous learning and professional development in the ever-evolving field of estate planning

Connect with Eric Raines:

Website: https://albrechtbarney.com/

LinkedIn: https://www.linkedin.com/in/eraines/

Email: emr@albrechtbarney.com

With your Guest Host: Allen Yee

Allen Yee is a Certified Financial Planner and an expert in financial and retirement planning. He is the founder and President of Guidant Planning, a comprehensive multi-generational wealth management firm. Through its holistic planning approach, Guidant Planning is devoted to truly understanding the goals and values of their clients and utilizes an arsenal of strategies to help achieve them. Additionally, Allen and his team specialize in different areas to create depth of knowledge and expertise. The multi-generation aspect of the firm provides continuity of wealth management through their clients' advancing age for decades to come.

Connect with Allen Yee:

Website:https://www.guidantplanning.com/

LinkedIn:https://www.linkedin.com/in/guidantplanning/

Facebook:https://www.facebook.com/AllenYee.Guidant

Phone: (626) 396-1650

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Stan Miller and Katie Beth: Aligning With your Purpose and Creating Meaningful Connections Oct 27, 2023

In a world filled with noise and distractions, where purpose often feels elusive, there is a beacon of hope. A podcast that has uncovered the secret to living a fulfilling and purpose-driven life. But what makes this podcast truly remarkable is the unexpected twist it holds. As our hosts Stan Miller and Katie Beth Hand reflect on the wisdom gained from their guests, they stumble upon a revelation that will change everything. A revelation so profound, it leaves their hearts racing and their minds yearning for more. Find out what they discovered and embark on a journey of alignment like never before.

Listen to this informative Legacy Leaders episode with Katie Beth Hand and Stan Miller about The Concept and importance of “Ikigai”, The Importance of Predictable Revenue, The Importance on Finding Purpose and Making Change, The Influence of People, Getting Along with Different Beliefs, Building Empathy and Finding Peace, The Power of Positive Words, Expressing Love and Affirmation, The Importance of Serving Others and Appreciating the Present.

Here is what to expect on this week’s show:

● Unlock the secrets of legacy leaders and celebrate their remarkable journeys on the Legacy Leaders podcast

● Discover the transformative power of predictable revenue and how it can drive your business forward

● Find alignment in life by tapping into your passions and purpose, and create a fulfilling and purpose-driven existence

● Experience the influence of the right people and how they can positively impact your personal and professional growth

● Explore the captivating power of empathy and positive words, and witness how they can transform your relationships and elevate your life

With your Hosts:

Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

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Jack Walker: Avoid the $2 Million Mistake - The Dangers of DIY Estate Planning Oct 25, 2023

Jack Walker is one of the founders of Walker Lambe, and has been practicing law for 50 years, serving clients and their families in matters including estate planning, trust and estate administration, tax planning, business succession planning, financial planning, and representation of nonprofit organizations. He has practiced in Durham his entire career and was the first attorney in Durham to be designated a Board-Certified Specialist in Estate Planning and Probate Law. He has served as a member of the American Bar Association, as a member of the Section on Taxation, North Carolina Bar Association, Durham County Bar Association, Durham-Orange Estate Planning Council, and Duke University Estate Planning Council. He frequently conducts educational seminars on estate planning and related topics for lawyers, financial professionals, and community organizations.

Listen to this informative Legacy Leaders episode with Jack Walker about Jack’s Evolving Practice, Ideal Clients, Common Issues and Misconceptions in Estate Planning, The Consequences of DIY Estate Planning and Successful Estate Planning for a Terminally Ill Client.

Here is what to expect on this week’s show:

● Discover the importance of estate planning and how seeking legal advice can protect your assets and loved ones

● Learn about the risks of joint ownership and the potential for accidental disinheritance, and how to avoid these pitfalls

● Dive into a compelling case study of successful estate planning for a retired judge with ALS, highlighting key strategies and considerations

● Understand the importance of prioritizing legal planning and the dangers of trying to navigate it alone without proper legal guidance

● Explore the communication preferences of legal professionals and gain insights on how to effectively contact the right firm for your needs and questions

Connect with Jack Walker:

Website: https://www.walkerlambe.com/

LinkedIn: https://www.linkedin.com/in/jack-walker-571a3927/

Facebook: https://www.facebook.com/walkerlambe/

Phone: (919) 493-8411

Email: JWalker@WalkerLambe.com

With your Guest Host: Mike Slaughter

Mike Slaughter is the President of Retirement & Estate Planning Services, Inc., specializing in retirement, estate, and tax planning for individuals and small business owners. He holds various financial designations, including CLU, CFP®, LUTC-F, AEP, CRPC®, and MSFS. Mike has taught Finance and Insurance at the University of North Carolina at Charlotte and has been involved in entrepreneurship. He is often consulted for life insurance audits, particularly for business owners, professionals, and high-net-worth individuals, due to his expertise in the field.

Connect with Mike Slaughter:

Website:http://www.repsplan.com/

LinkedIn:https://www.linkedin.com/in/mike-slaughter-b6308412/

Email: mike@repsplan.com

Phone: 704-372-5520

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Barbara Norman: Take Control of Your Financial Future Oct 24, 2023

Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.” She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s needs first. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. She is a professionally trained speaker and storyteller and enjoys taking on complex topics and making them easy to understand and relate to.

Listen to this informative Legacy Leaders episode with Barbara Norman about Helping Divorced and Widowed Women, Embracing Transitions, The Importance of Charitable Planning in IRAs, Being a Trusted Advisor and The Complexity of Financial Planning.

Here is what to expect on this week’s show:

Discover the power of financial planning for divorced and widowed women to regain control and create a brighter future
Unlock the secrets of strategic charitable planning for tax minimization and maximize your impact while saving money
Become the go-to trusted financial advisor in your community and guide others towards financial empowerment
Shed light on the lack of transparency in financial planning and gain the knowledge to make informed decisions
Embrace the importance of education in financial decision-making and pave the way for a joyful life transition

Connect with Barbara Norman:

Website: https://www.sagepathsolutions.com/

LinkedIn: https://www.linkedin.com/in/barbara-norman-ceo-sage-path-solutions-cfp%C2%AE-chfc%C2%AE-cdfa%C2%AE-a7b83a29/

Instagram: https://www.instagram.com/sagemoneyconversations/

YouTube: https://www.youtube.com/@barbaranormancfp4490

Barbara’s Book: https://www.amazon.com/How-Happily-Divorced-Marriage-Wanting/dp/B0BV4LBS7C

Email: bn@sagepathsolutions.com

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn:https://www.linkedin.com/in/rodneyhatley/

Facebook:https://www.facebook.com/HatleyLawGroupAPC/

Twitter:https://twitter.com/rodneyhatley

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Aviva Gordon: Securing Your Legacy Through the Power of Comprehensive Estate Planning Oct 23, 2023

Aviva Gordon is a highly accomplished attorney who has made significant contributions to the legal profession and the community in Nevada. As a member of both the Nevada and California bars, she has a wide range of expertise, including business litigation, estate planning, and legacy planning. Her track record includes successfully arguing before the Nevada Supreme Court and obtaining multi-million-dollar judgments and settlements for her clients. Aviva's dedication to her profession and her community is evident through her involvement in organizations such as the Henderson Chamber of Commerce and various foundations. With her extensive knowledge and commitment to helping business owners with complex assets and wealth, Aviva is a valuable resource when it comes to effective asset transfer and minimizing costs for beneficiaries.

Listen to this informative Legacy Leaders episode with Aviva Gordon about Expertise in California Law, The Benefits of Doing Business in Nevada, The Development of an Estate Planning Practice, A Case Example: Business Succession and Estate Planning and The Importance of Estate Planning for Everyone.

Here is what to expect on this week’s show:

Protect your assets and secure your future with a comprehensive estate plan
Safeguard your wealth and legacy by integrating succession planning into your estate plan
Discover the benefits of using trusts to ensure efficient and hassle-free asset transfer for your beneficiaries
Explore estate planning considerations beyond taxes, focusing on minimizing costs and challenges for your loved ones
Learn how to navigate the challenges of accessing assets after a loved one's passing by mapping out their life and keeping proper documentation in place

Connect with Aviva Gordon:

Website:https://gordonlawlv.com/

LinkedIn: https://www.linkedin.com/in/aviva-gordon-esq-80233144/

Company LinkedIn: https://www.linkedin.com/company/gordon-law-llc/

Facebook: https://www.facebook.com/GordonLawLV/

Instagram: https://www.instagram.com/gordonlawlv/

Email: agordon@GordonLawLV.com

With your Guest Host: Tim Garrity

Timothy S. Garrity is a CFA and President at Paragon Capital Partners, With an impressive track record of guiding and empowering wealthy individuals, families, and organizations in their financial journey. With a primary focus on investment management and insurance advisory, his expertise extends far beyond conventional financial strategies. Passionate about enlightening his clients on the implications of their wealth, his approach is marked by exploration, understanding, and thoughtful execution of tax, legal, and legacy planning strategies. Acting as a facilitator, he ensures a holistic and integrated plan by introducing his clients to top-notch advisors in various specialized fields. His pursuit of excellence is unyielding, and he constantly seeks innovative and cutting-edge solutions to help his clients grow their wealth, safeguard their assets, and perpetuate their legacy. Simultaneously, he recognizes the significance of essential approaches as the bedrock of sustainable prosperity. He embraces every opportunity to make a profound and lasting impact on the lives of those he serves.

Connect with Tim Garrity:

Website:https://paragoncapitalpartners.com/

LinkedIn:https://www.linkedin.com/in/tim-garrity/

Email: info@paragoncapitalpartners.com

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Maureen Falvey: Embracing Progress with Self-Compassion to Achieve Personal Growth Oct 20, 2023

Maureen Falvey is a Leadership Coach and Consultant who works with high-potential individuals and teams who want to lead with greater purpose, influence and effectiveness. Her results-based approach to coaching ensures that she and her clients go beyond having ‘nice conversations’ to instead create real and lasting transformation around clearly established goals. She measures her own success by witnessing her clients become the very best version of themselves, at work and in life. Maureen had a dynamic and fulfilling 25-year career in advertising working at global shops such as McCann, Saatchi & Saatchi, Grey and, most recently, McGarry Bowen. She was equally passionate about maximizing the impact and effectiveness of her teams through ongoing leadership training and development. Maureen currently coaches individuals, groups and teams to accelerate their growth, realize their potential and live and work with greater purpose and passion.

Listen to this informative Legacy Leaders episode with Maureen Falvey about Strong Training and Coaching, Embracing Discomfort and Growth, Trends in Leadership Coaching, The Book “Peak Performance Mindset” and Progress, Not Perfection.

Here is what to expect on this week’s show:

Develop new skills and enhance personal growth through training and coaching in work and life
Overcome proximity bias in a hybrid work environment by implementing effective management strategies
Understand and navigate generational dynamics to foster a harmonious workplace and maximize team productivity
Embrace imperfection and achieve greater progress by letting go of the pursuit of perfection and practicing self-compassion
Improve team collaboration and performance by setting clear rules of engagement and expectations

Connect with Maureen Falvey:

Website: https://markstrongcoaching.com/

LinkedIn: https://www.linkedin.com/in/maureen-falvey-b976127/

Book: https://www.amazon.com/Peak-Performance-Mindset-Tools-Entrepreneurs/dp/1953183123

Email: maureen@markstrongcoaching.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dustin Nichols: Maximizing Exemptions for Asset Protection Oct 18, 2023

Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard their personal and business assets from potential liabilities. His in-depth knowledge of California's exemption statutes, including the enhanced homestead exemption, allows him to provide tailored strategies to protect his clients' interests. With a strong emphasis on due diligence and meticulous planning, he ensures that individuals and business owners can navigate the tumultuous legal climate with ease. By maximizing exemptions and offering innovative solutions like the PRT, Dustin has helped numerous clients achieve peace of mind and secure their financial future.

Listen to this informative Legacy Leaders episode with Dustin Nichols about Strategies for Exemption Planning, Risks and Threats to Assets, Assessing Asset Protection Needs, Common Mistakes in Asset Protection and Exemption Planning, and the PRT.

Here is what to expect on this week’s show:

● Discover the importance of exemption planning to safeguard your personal and business assets in California

● Learn how to utilize the Private Retirement Trust (PRT) as a powerful strategy for asset protection

● Understand the common risks and threats that can jeopardize your assets and how to protect against them

● Explore the legal methods and strategies available for exemption planning in California

● Gain insights from a real-life example showcasing the significant impact of exemption planning on asset protection

Connect with Dustin Nichols:

Website: http://www.dinapc.com/

LinkedIn: https://www.linkedin.com/in/dinapcpreservationplanning/

Email: DustinNicholsEsq@dinapc.com

Phone: 949-240-1101

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn:https://www.linkedin.com/in/rodneyhatley/

Facebook:https://www.facebook.com/HatleyLawGroupAPC/

Twitter:https://twitter.com/rodneyhatley

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Nancy McKenna: Avoiding the Debt Trap - How to Achieve Financial Stability Oct 17, 2023

Nancy McKenna is a Money Coach with a passion for transforming the lives of single midlife women by helping them attain true financial freedom and independence. She has over 35 years of experience in corporate accounting and has spent the last 17 years being a successful real estate investor. Nancy brings the wealth of knowledge and practical expertise to her clients. She recognizes the unique obstacles that midlife women often encounter when it comes to managing their finances. Through her coaching, she aims to shatter these barriers and guide her clients toward a brighter financial future.

Listen to this informative Legacy Leaders episode with Nancy McKenna about The Three D’s: Divorce, Disability, and Death, The Impact of Debt on Wealth Building, Lifestyle Creep and Financial Priorities, Generational Codependency and Power of Personal Responsibility.

Here is what to expect on this week’s show:

● Learn how to break free from the burden of debt and build a solid foundation for future wealth

● Gain valuable insights into the financial struggles unique to single women in their 50s and discover strategies for overcoming them

● Understand the sneaky ways lifestyle creep can sabotage your financial stability and learn how to avoid its detrimental effects

● Discover practical tips and strategies for navigating the issue of ongoing financial support for adult children while maintaining your own financial independence

● Explore the long-term consequences of adult children living with their parents and learn how to create healthy boundaries that support both their independence and your financial well-being

Connect with Nancy McKenna:

Website:https://nancy-mckenna.com/

LinkedIn: https://www.linkedin.com/in/nancymckenna7/

YouTube: https://www.youtube.com/channel/UCjZC7_jfE_xqNIZ48BJRbtA

Facebook: https://www.facebook.com/NancyMcKenna07

Nancy’s FREE Mini Course with Spreadsheet: https://nancy-mckenna.com/money/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website:https://www.moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/About/ceddy#/

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

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Jacob Stewart: Unlocking the Secrets of Successful Estate Planning Oct 16, 2023

Jacob is a managing attorney and Partner for InterVivos PLLC and the LSPN attorney network. He oversees and directs the firm’s operations and attorneys in the southwestern United States, but works with advisers and clients throughout the United States. His practice is focused primarily on planning for business owners and high-net-worth individuals in areas such as income and estate tax planning, business structure and succession planning, asset protection, and charitable planning. He is also part of an elite team of subject matter experts that focuses on the dental industry. Before joining InterVivos, he was the chief tax and asset protection consultant for a large asset-protection company. Jacob has helped thousands of medical professionals and other small business owners across the country reduce their tax burden, protect their assets, and plan for future generations.

Listen to this informative Legacy Leaders episode with Jacob Stewart about Importance of Comprehensive Estate Planning, Three Essential Parts of Estate Planning, Negative Consequences of Inadequate Planning, The Value of Memories and Relationships in Estate Planning and Strategies for Having Estate Planning Conversations.

Here is what to expect on this week’s show:

● Discover the importance of comprehensive estate planning for protecting your valuable assets and ensuring your wishes are honored

● Learn about the three crucial parts of estate planning: the life plan, the transfer plan, and the family aspects, to effectively navigate the complexities of managing your estate

● Understand the negative consequences of inadequate estate planning and how it can lead to unintended distribution of assets and potential legal disputes

● Explore strategies to minimize estate taxes for high-net-worth individuals, helping you preserve your wealth for future generations

● Find out how to align your estate planning with your personal values, creating a positive legacy that reflects who you are and what you stand for

Connect with Jacob Stewart:

Website: https://www.intervivosplan.com/

Email: Jacob@intervivosplan.com

Phone: 855-335-1060

With your Guest Host: Tim Garrity

Timothy S. Garrity is a CFA and President at Paragon Capital Partners, With an impressive track record of guiding and empowering wealthy individuals, families, and organizations in their financial journey. With a primary focus on investment management and insurance advisory, his expertise extends far beyond conventional financial strategies. Passionate about enlightening his clients on the implications of their wealth, his approach is marked by exploration, understanding, and thoughtful execution of tax, legal, and legacy planning strategies. Acting as a facilitator, he ensures a holistic and integrated plan by introducing his clients to top-notch advisors in various specialized fields. His pursuit of excellence is unyielding, and he constantly seeks innovative and cutting-edge solutions to help his clients grow their wealth, safeguard their assets, and perpetuate their legacy. Simultaneously, he recognizes the significance of essential approaches as the bedrock of sustainable prosperity. He embraces every opportunity to make a profound and lasting impact on the lives of those he serves.

Connect with Tim Garrity:

Website: https://paragoncapitalpartners.com/

LinkedIn: https://www.linkedin.com/in/tim-garrity/

Email: info@paragoncapitalpartners.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

David Lucas: Keeping Your Estate Plan Relevant Oct 13, 2023

David Lucas is an associate in the Estates & Trusts and Business & Tax practice groups, focusing his practice in Estate Planning, Trust and Estate Administration, Business, and Elder Law. He provides extensive estate and legacy planning, asset protection planning, retirement planning, and business planning services to individuals and businesses. His main objective is to provide his clients with a well-crafted estate plan so they may avoid probate, protect their assets and legacies, and provide for the security of their loved ones.

Listen to this informative Legacy Leaders episode with David Lucas about Importance of Strategizing Estate Planning, Triggers for Estate Planning, Continuously Reviewing and Updating your Estate Plan, Role of Wills & Power of Attorney and Importance of Professional Advice in Estate Planning.

Here is what to expect on this week’s show:

● Uncover the paramount importance of strategizing your estate planning to achieve both short and long-term objectives

● Discover the necessity of continually reviewing and updating your estate plan to ensure it always aligns with your current situation

● Understand the indispensable role of wills and durable power of attorney in protecting your assets

● Learn the value of appointing guardians for your underage children as part of your well-crafted estate plan

● Realize why seeking wisdom from the professionals is the key to comprehensive estate planning

Connect with David Lucas:

Website:https://www.millermillercanby.com/

LinkedIn: https://www.linkedin.com/in/david-lucas-80945a7/

Email: DALucas@mmcanby.com

With your Guest Host: Silvanna Valencia

Silvanna is an energetic real estate consultant with an in-depth focus and expertise in maximizing property values through strategic marketing and thoughtful pre-sale planning. She takes a data-centric approach to every real estate transaction. She is committed to achieving superior service, which comes naturally after serving in the U.S. Army Military Intelligence Corps for 12 years. In addition, she's attended some of the most demanding and comprehensive real estate mastery programs while managing small and large home renovation projects for the past six years. She's a mom of two boys, the wife of a decorated retired military officer, the daughter of Colombian immigrants, a dog lover, and a legacy leader.

Connect with Silvanna Valencia:

Website:https://www.silthedeal.com/

LinkedIn:https://www.linkedin.com/in/silvanna-valencia-847569161/

Instagram: https://www.instagram.com/life_in_north_bethesda/

YouTube: https://www.youtube.com/channel/UCWlHt2ZFhjUnCY6Yecb7Ptw

Phone: (410)-733-8661

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Roseann Murray: Navigating Trusts and Protecting Your Assets Oct 11, 2023

Roseann Murray is a native of Denver, Colorado. She is licensed to practice law before the Colorado Bar and the United States District Court for the District of Colorado. Her focus is primarily on elder law, including Medicaid planning, guardianship and conservatorship; estate planning and estate administration (probate); and Social Security Disability. She obtained her Juris Doctorate and LL.M. (Master of Law) in tax from the University of Denver College of Law. With her tax background, she can provide guidance to help ensure that your estate will receive the most beneficial tax treatment.

Listen to this informative Legacy Leaders episode with Roseann Murray about Importance of Estate Planning, Medicaid Planning and Asset Protection, Annuities and Medicaid Planning, Misconceptions about Trusts and Probate and Probate in Colorado.

Here is what to expect on this week’s show:

● Uncover the intricacies of Medicaid planning and the five-year look-back rule and learn its profound implications on your financial stability

● Demystify common misconceptions surrounding trusts and gain insight on their actual effectiveness in asset protection

● Navigate the potential pitfalls and complications tied to joint tenancy in property ownership, a complex yet necessary aspect in wealth management

● Realize the pressing need for proactive planning for long-term care costs and the limitations often overlooked concerning Medicare coverage

● Understand the pivotal role professional advice and careful documentation play in estate planning, primarily to prevent family conflicts and disputes

Connect with Roseann Murray:

Website:https://murraylawllc.com/

Email: rmurray@murraylawllc.com

Phone: (720)-272-7605

With your Guest Host: Carol Eddy

Carol Eddy is a dedicated holistic financial advisor, committed to helping women from all walks of life achieve financial success. She understands the unique needs of her clients and tailors her approach accordingly. With her guidance, you'll gain a comprehensive understanding of your financial situation, make informed decisions, and invest in your future confidently. Whether you're planning for retirement, investing, saving for your child's education, or managing 401K contributions, Carol has you covered. Her goal is to empower women, building a community of self-assured individuals prepared for life's adventures. With her expertise, you can enjoy time with your family, travel, and check off items on your bucket list, all while navigating your financial future with grace and professionalism.

Connect with Carol Eddy:

LinkedIn:https://www.linkedin.com/in/%E2%AD%90-carol-eddy-cfp%C2%AE%E2%AD%90-35678512/

Facebook:https://www.facebook.com/profile.php?id=100064140668048

Email: ceddy@moneyconcepts.com

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LaNette Kincaide: Embracing the Power of Storytelling for Lasting Impact Oct 10, 2023

Owner of I Write Writing Academy, LaNette Kincaide is a Christian author, Writing Coach, Certified Grief Coach and Social Media Strategist. I Write Writing Academy, LLC is a company that helps writers, aspiring authors and creatives write and share their stories in the form of a book. She is also a Marine wife, mother and grandmother who loves to write, cook and meet new people. She earned a Bachelor of Science Degree from Texas Wesleyan University and an Associate of Arts Degree from Tarrant County College. She is currently the Director of social media for both Tedx Manitou Springs and Colorado Hispanic Chamber. She was recently featured in Denver Voyage for her recent accomplishments. Her life and work beautifully encapsulate a journey of learning, resilience, and legacy-building.

Listen to this informative Legacy Leaders episode with LaNette Kincaide about LaNette’s Book “Letters to Mom Writing to Heaven”, The Importance of Conversations About Death, The Purpose of the Writing Academy, Your Book as Your Legacy and Getting Prepared for the Future.

Here is what to expect on this week’s show:

● Discover the critical role of storytelling in immortalizing a legacy

● Absorb the unique journey of grieving a mother's loss and find resonance in shared experience

● Realize empowerment through the power of sharing personal narratives, contributing to a more enduring legacy

● Grasp the essentiality of frank dialogues about end-of-life preparations and pragmatic aspects

● Acknowledge the necessity of anticipating unpredictability when dealing with legacies

Connect with LaNette Kincaide:

Website: https://www.writingcoachlk.com/

Facebook: https://www.facebook.com/WritingCoachLK/

LinkedIn: https://www.linkedin.com/in/writingcoachlk/

YouTube: https://www.youtube.com/c/WritingCoachLK

Email: info@writingcoachLK.com

LaNette’s Books: https://www.amazon.com/stores/LaNette-L-Kincaide/author/B07PMSJLSN?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true

With your Guest Host: Karl Doug Hering

Karl "Doug" Hering (CMA, CPRC, AAMS) is a financial planner with a passion for helping people achieve their dreams and plan their legacy. He has a background in consulting, corporate finance, and accounting. Karl is actively involved in his community through volunteering efforts, including mentoring with Working Fusion and serving on the Colorado Springs Chamber of Commerce finance committee. He's been happily married for almost 40 years and enjoys spending time outdoors and playing pickleball.

Connect with Karl Doug Hering:

Website: https://www.moneyconcepts.com/khering

LinkedIn: https://www.linkedin.com/in/doughering/

Email: khering@moneyconcepts.com

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Luis Scott: The Secrets to Creating a Positive and Thriving Environment Oct 09, 2023

Luis Scott - a highly respected attorney, sought-after speaker, author, and dynamic entrepreneur. Co-founder of 8 Figure Firm Consulting and Bader Scott Injury Lawyers, Luis’s entrepreneurial spirit has revolutionized the legal profession. His unique planning and implementation strategies have helped numerous leaders accelerate their businesses' growth, building in predictability, and ultimately, prosperity.

Listen to this informative Legacy Leaders episode with Luis Scott about Strategies for Creating Predictability, Working from Home vs. Office, The Importance of Building a Positive Work Environment, Creating a Thriving Culture, and The Importance of Professional Development.

Here is what to expect on this week’s show:

● Realize the power of systematic planning and predictability in manipulating the success rate of your business

● Witness how a constructive and flourishing professional environment can boost your business efficiency

● Comprehend the tremendous benefits of career growth in shaping personal and business victories

● Breach boundaries and master the subtle balance between working from home and the unknown treasures of a physical workspace

● Dedicate yourself to establishing a timeless legacy by creating a positive, lasting ripple in people's lives

Connect with Luis Scott:

Website: https://luisscottjr.com/

LinkedIn: https://www.linkedin.com/in/luis-scott-bader-law/

Facebook: https://www.facebook.com/luis.scott.98

YouTube: https://www.youtube.com/channel/UC6oIGw-4RcEmNP1rFM799OQ

Instagram: https://www.instagram.com/luisscottjr/

Tiktok: https://www.tiktok.com/@luisscott10

Luis Scott's Books: https://luisscottjr.com/books/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

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William Jeffcoat: The Power of Service Dogs in Veteran Rehabilitation Oct 06, 2023

William Jeffcoat, a man on a mission to transform the lives of veterans. Rooted in his experience as a war dog handler during his service as a sergeant with the United States Marine Corps in the Vietnam War, he developed a deep understanding of the healing relationships between humans and dogs. As the president of Life Changing Service Dogs for Veterans, he proficiently utilizes this knowledge to lead an organization that provides service dogs to veterans struggling with disabilities. His inspiring and compassionate work is making a significant difference in the veterans' community.

Listen to this informative Legacy Leaders episode with William Jeffcoat about William’s Experience as a War Dog Handler, Life Changing Service Dogs for Veterans, Organization Size and Functions, Spreading Awareness and Successful Fundraisers and Certified Medical Service Dogs.

Here is what to expect on this week’s show:

Discover the profound impact service dogs have on the lives of veterans coping with disabilities
Step into the intense and emotional world of a Vietnam War dog handler, appreciating the unbreakable bond between humans and dogs
Uncover the innovative fundraising efforts supporting Guardian Angel Medical Service Dogs, including engaging events like Bingo and the community-involved Mutt Strut
Navigate your way through the intricate training and costs of medical service dogs, unveiling potential sponsorship opportunities
Absorb the paramount importance of only relying on certified medical service dogs and delve into the urgent need for stringent legislative measures

Connect with William Jeffcoat:

Website: https://www.padogsforvets.org/

Facebook: https://www.facebook.com/LifeChangingServiceDogsForVeterans/

Email: padogsforvets@gmail.com

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites: https://www.jdianerobinson.com/

Emails:jrobinson@ipfinancialservicesllc.com

jrobinson@innovationpartnersllc.com

Phone: 412-500-9430 | 470-239-5252 | 724-388-0136 (cell)

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Tom Zeeb: Mastering the Art of Negotiation Oct 04, 2023

Tom Zeeb is a real estate expert who took the plunge into the industry with a desire for autonomy and purpose. From being a disenchanted employee facing a mountain of debt to a successful entrepreneur, Tom's journey is an inspiration for anyone seeking financial freedom. The catalyst was a whitewater rafting incident, which led him to rethink his life choices, converging his newfound resilience with his passion for real estate. Tom's story is not without its mishaps; however, he openly admits to the learning curves he experienced whilst beginning, elucidating on his continual growth in proficiency. Now he edifies the next generation of investors, equipping them with the insights he's gained from decades of successful property investments.

Listen to this informative Legacy Leaders episode with Tom Zeeb about The Power of Real Estate, Coaching Others and Improving Skills, The Power of Numbers, Bracketing for Negotiation, and Deal Machine Software.

Here is what to expect on this week’s show:

● Gain insights into why strong negotiation skills are pivotal to real estate investment success

● Learn to navigate the world of negotiation with techniques such as flinching and bracketing

● Delve into how real estate investing can be your springboard to financial freedom

● Transcend fear and stimulate action in the arena of real estate investing

● Experience the power of Deal Machine, an indispensable software for real estate evaluation

Connect with Tom Zeeb:

Website: https://www.tomzeeb.com/

LinkedIn: https://www.linkedin.com/in/thomaszeeb/

Facebook: https://www.facebook.com/TomZeeb

Twitter: https://twitter.com/tomzeeb

Instagram: https://www.instagram.com/tomzeebtraction/

YouTube: https://www.youtube.com/TractionRealEstateMentors

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Halah Al-Hamaydeh: Navigating Contracts and Marketing Properties - Guidance for Homebuyers Oct 03, 2023

Halah is a highly knowledgeable and compassionate real estate agent who always puts her clients first. With a passion for helping people find their dream homes, Halah is known for her kind, personable nature and her unwavering commitment to ensuring that every client feels heard and understood. She takes the time to get to know each of her clients, and her extensive expertise in the real estate industry means that she can provide them with valuable insights and guidance every step of the way. Whether you're a first-time homebuyer or an experienced property investor, Halah is the ideal real estate agent to help you navigate the market and find the right home for you.

Listen to this informative Legacy Leaders episode with Halah Al-Hamaydeh about the Challenges of Real Estate, The Lack of Estate Planning Education in Real Estate Associations, The Joy of Helping Clients Achieve Their Dreams, Marketing Strategies for Property Awareness, and The Important Role of a Realtor.

Here is what to expect on this week’s show:

● Navigate through the intriguing landscape of real estate, unpacking every piece of success, challenge, and reward that defines it

● Unearth the pivotal importance of estate planning in real estate, highlighting the need for more enlightenment and training in this area

● Unlock powerful marketing hacks designed for real estate pros, leveraging popular social media platforms and the science of SEO tactics

● Explore the indispensable role of a realtor, providing a fresh perspective on the worth of professional representation in the real estate terrain

● Acknowledge the essence of a personal approach to clients in real estate, reshaping your commitment to your client's needs and satisfaction

Connect with Halah Al-Hamaydeh:

Instagram: https://www.instagram.com/homeswithhalah/

Facebook: https://www.facebook.com/homeswithHalah/

LinkedIn: https://www.linkedin.com/in/homewithhalah/

Phone: (210) 685-9030

Email: halah@kw.com

With your Guest Host: Crystal Sauceda Johnson

Crystal spent her first career in the motion film industry, where she negotiated with leading companies such as Twentieth Century Fox, Universal, Warner Brothers, Sony, Disney, and Lions Gate, among others. This career sparked a passion for using her skills to help others, which ultimately led her to earn her Juris Doctorate from St. Mary’s University School of Law. Her legal education provided her with the opportunity to build valued relationships with clients through impactful, turbulent, and joyful times.

Connect with Crystal Sauceda Johnson:

Website:https://sites.google.com/csjlawfirm.com/sjlawfirmpllc/home/

LinkedIn:https://www.linkedin.com/in/crystal-sauceda-johnson-335532278/

Email: crystal@sjlawfirmpllc.com

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Barry Haimo: The Importance of Documentation in Post-Mortem Planning Oct 02, 2023

Barry E. Haimo is a licensed attorney in Florida and New York, specializing in estate and business planning. He helps families with estate and asset protection and advises businesses (LLCs, LPs, LLPs, corporations) on their organization, formation, taxation, asset protection, and operation. He is known for his personal approach and frequently gives seminars on tax and estate planning. He earned a Bachelor of Science degree in Computer and Information Science from the University of Florida, a Juris Doctorate from Nova Southeastern University, and a Master of Laws (LL.M.) in Taxation from New York Law School. His attentiveness coupled with the zeal to understand the complexities of his clients’ needs allows him to offer tailored solutions that do justice to his clients' unique circumstances.

Listen to this informative Legacy Leaders episode with Barry Haimo about the Customized Approach to Planning, The Importance of Estate Planning, Estate Planning for New Parents & Young Adults in College, Late Estate Planning and Probate Issues, and The Value of Relationships in Estate Planning.

Here is what to expect on this week’s show:

● Recognize the significance of shaping an estate plan to match individual or business requirements

● Grasp warm-hearted ways to navigate conflicts arising from disposition after death, for a peaceful resolution

● Explore the pivotal role of estate planning in safeguarding the future of a child especially for new parents

● Realize the implications of young adults neglecting estate planning and the subsequent impact on their parents

● Comprehend the importance of estate planning in circumventing expensive and drawn-out legal encounters

Connect with Barry Haimo:

Website:https://www.haimolaw.com/

Facebook: https://www.facebook.com/HaimoLaw

LinkedIn: https://www.linkedin.com/in/bhaimo/

Instagram: https://www.instagram.com/haimolaw/

Twitter: https://twitter.com/HaimoLaw

YouTube: https://www.youtube.com/user/haimolawtv

Phone: Florida: 954-599-7483; New York: 631-889-2757

With your Guest Host: Carol Dewey

Carol Dewey is an experienced educator, speaker, author, and financial planning strategist. Her passion lies in motivating people to take action for a better future. Through her educationally-based financial planning company, she helps clients gain clarity and confidence in their financial decisions. Using her proprietary process, the Perpetual Wealth Navigation Solution, Carol has guided numerous individuals toward financial success without unnecessary risks. Her ultimate mission is to empower individuals, families, and business owners to achieve long-term financial security.

Connect with Carol Dewey:

Website:https://www.perpetualwealthfinancial.com/

LinkedIn:https://www.linkedin.com/in/perpetualwealth/

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Dianna Kokoszka: How Positive Influences And Mentorship Can Propel Your Success Sep 29, 2023

Dianna Kokoszka is an entrepreneur, keynote speaker, author and award-winning mentor. Dedicating 13 years as CEO of KW MAPS Coaching and Training at Keller Williams Realty International, she played a pivotal role in propelling the company to become the largest and most profitable coaching enterprise in the real estate industry. As innovator and creator of the KW BOLD Experience and Coaching Skills Camp, she helped lead the company to be recognized as the number one training company in the world. Her greatest passions revolve around developing leaders and encouraging individuals to recognize and harness their innate potential.

Listen to this informative Legacy Leaders episode with Dianna Kokoszka about Mastering Mentoring for Dynamic Leaders, The Power of Gratitude, The Power of Personal and Professional Values, Venturing Outside Your Comfort Zone and Leaving a Legacy of Making a Difference.

Here is what to expect on this week’s show:

● Amplify your ability to guide others towards becoming successful leaders

● Embrace the essential role of values in fostering your holistic growth

● Leap into the exhilarating route of self-improvement by boldly surpassing comfort limits

● Grasp the fulfillment of impacting lives and imparting beneficial value to others

● Discern the necessity of positioning yourself in a circle of constructive mentors

Connect with Dianna Kokoszka:

Websites:https://diannakokoszka.com/ &https://becomingmorebook.com/

LinkedIn: https://www.linkedin.com/in/diannak/

Facebook: https://www.facebook.com/diannakokoszka/

Instagram: https://www.instagram.com/dianna.kokoszka/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

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Christine Fitzgerald: The Power Of Proactive Estate Planning Sep 27, 2023

Christine M. Fitzgerald is an attorney at Robberson Schroedter LLP, specializing in complex commercial litigation, business bankruptcy, and creditor's rights. Her experience includes representing clients in contract disputes, trade secret cases, and other business torts. She also handles bankruptcy cases (Chapter 7, 11, and 13) for creditors, financial institutions, and debtors, along with pre-insolvency planning and restructurings. Before joining the firm, Ms. Fitzgerald worked as an Assistant U.S. Attorney, covering various cases, including personal injury, employment discrimination, and bankruptcy. She also has a background in employment litigation and advising employers on personnel matters. She brings to the table an unwavering commitment to help her clients navigate complex legal terrains.

Listen to this informative Legacy Leaders episode with Christine Fitzgerald about Christine's Practice Areas, Ideal Clients and Financial Institutions, The Role of a Criminal Defense Attorney, Enjoyment & Stress of Trial Work and The Importance of Estate Planning.

Here is what to expect on this week’s show:

● Uncover the complexities of commercial litigation and business bankruptcies, and strategies to overcome them

● Understand the value of planning your estate ahead of time to protect your assets and secure the future

● Experience the rigors and triumphs of trial work from an insider's perspective and use it to your advantage

● Equip yourself with skills to deal with unprofessional conduct in legal scenarios for successful outcomes

● Learn the art of addressing the sensitive topic of estate planning with elderly family members to avoid future financial mishaps

Connect with Christine Fitzgerald:

Website:https://www.thersfirm.com/

Email: Christine@theRSfirm.com

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

Website:https://www.moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/About/ceddy#/

LinkedIn:https://www.linkedin.com/in/rodneyhatley/

Facebook:https://www.facebook.com/HatleyLawGroupAPC/

Twitter:https://twitter.com/rodneyhatley

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Hameed Dakroub: Expert Solutions for a Smooth Estate Planning Process Sep 26, 2023

Hameed Dakroub is the founding member of Dakroub Group. His passion is to help others in any way that he can. He specializes in mainly estate planning and probate, he has knowledge and extensive experience in corporate law, bankruptcy, health care law, and more. He is constantly striving to make sure that his clients receive the absolute best legal services and prides himself on maintaining the highest standards of quality, integrity, and trustworthiness. He has received a Certificate of Completion in the areas of probate and estate planning issued by the Institute of Continuing Legal Education (ICLE) and the Probate and Estate Planning Section of the State Bar of Michigan. He is also a WealthCounsel Member and an ICLE Contributor. Giving his clients peace-of-mind is something he looks forward to doing.

Listen to this informative Legacy Leaders episode with Hameed Dakroub about Common Issues in Estate Planning, Importance of Funding a Trust, Importance of Powers of Attorney, Common Misconception about Estate Planning and Success Stories in Estate Planning.

Here is what to expect on this week’s show:

● Grasp the role of estate planning not limited to wealth management alone

● Realize the value of a trusted advisor in navigating the nuances of estate planning

● Clear common illusions about estate planning, especially the sole dependence on a will

● Get insights into the benefits of engaging with an expert attorney in estate planning and probate matters

● Address common difficulties in estate planning, ranging from procrastination to avoiding unwieldy probate court procedures

Connect with Hameed Dakroub:

Website: https://dakroublaw.com/

Facebook: https://www.facebook.com/dakroublaw/

LinkedIn: https://www.linkedin.com/in/hameed-dakroub-b2a58777/

Instagram: https://www.instagram.com/dakroubgroup/

Phone: (313) 401-4488

With your Guest Host: Terry DuPont

Terry DuPont is the founder and CEO of DuPont Advisory Group, a Registered Investment Advisor and Legal Fiduciary firm. He is dedicated to providing leadership and guidance, helping individuals make wise decisions for a successful life. Terry focuses on wealth preservation and growth, ensuring clients have the best choices for their prosperous future. He has achieved remarkable success, including "Top of the Table" status in the prestigious Million Dollar Round Table (MDRT), and he actively mentor’s advisors and CPAs nationwide. Terry's passion lies in helping others succeed through his financial management, tax mitigation, and wealth preservation expertise. He is also a sought-after speaker, author, and visionary behind the DreamCatchers Initiative, a non-profit organization for personal and business leadership development.

Connect with Terry DuPont:

Website: https://www.dupontadvisory.com/

LinkedIn: https://www.linkedin.com/in/terrydupont/

Email: terry@dupontadvisory.com

Phone: (800) 234-4452

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Cory Gayman: Accounting Secrets Every Business Owner Should Know Sep 25, 2023

Cory Gayman, President of JCG CPA Firm, specializes in coaching entrepreneurs and business owners in scaling their businesses. JCG offers comprehensive financial services across the United States. Some of the services they offer include Tax Preparation and Planning, Accounting & Bookkeeping, Payroll Processing, Business Consulting and Auditing & Assurance. Cory stands out for his commitment to his community, a value he imparts in his professional practice making him even more relatable to his clients.

Listen to this informative Legacy Leaders episode with Cory Gayman about Steps for Business Growth, Common Mistakes in Business Accounting, Unreported Income and its Consequences, Creating a Positive Environment for Clients and The Importance of Proactive Collaboration.

Here is what to expect on this week’s show:

● Dig into the importance of setting distinct boundaries between personal and business finances

● Understand why cash transactions can derail your business financial health

● Unearth the potential repercussions of under-reporting your business income

● Know the benefits of working closely with investment advisors and estate planners for strategic financial moves

● See how proactive communication between professionals can shift your financial future towards growth

Connect with Cory Gayman:

Website:https://jcgcpafirm.com/

Facebook: https://www.facebook.com/cory.gayman.7

LinkedIn: https://www.linkedin.com/in/jcgcpa/

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Gordon: Avoiding Common Pitfalls in Medicaid Planning Sep 22, 2023

Chris Gordon, an expert in the field of estate planning and elder law, based in Colorado. With a background enriched by personal experience, he dedicated his career to helping individuals and families organize and secure their legacy. He has an innate ability to balance legal rigidity with empathetic counsel, tackling complex issues like asset protection, probate, and business succession planning with ease. His talents truly shine within the realm of Medicaid planning and long-term care for seniors, where he dispels misconceptions and eliminates confusion.

Listen to this informative Legacy Leaders episode with Chris Gordon about Common Issues in Estate Planning, Medicaid and Long-Term Care Misconceptions, Balancing Ease and Contingency Planning, The Importance of Training and Knowledge and Helping Families Through the Estate Planning Process.

Here is what to expect on this week’s show:

● Obtain a seasoned attorney’s insights on the intricate world of estate planning and elder law practices

● Understand frequent mistakes made in estate planning and technique to execute these plans flawlessly

● Demystify common misunderstandings about Medicaid and long-term senior care coverage to aid better decision making

● Grasp the art of finding equilibrium between creating ease for families and protecting against abuse and unexpected situations

● Unearth the pitfalls of bad advice in estate planning and Medicaid planning and methods to sidestep them

Connect with Chris Gordon:

Website:https://www.stewartandgordon.com/

LinkedIn: https://www.linkedin.com/in/chriswgordon/

Facebook: https://www.facebook.com/stewartandgordon/

Phone: (303) 337-2400

With your Guest Host: Carol Eddy

Carol Eddy is a dedicated holistic financial advisor, committed to helping women from all walks of life achieve financial success. She understands the unique needs of her clients and tailors her approach accordingly. With her guidance, you'll gain a comprehensive understanding of your financial situation, make informed decisions, and invest in your future confidently. Whether you're planning for retirement, investing, saving for your child's education, or managing 401K contributions, Carol has you covered. Her goal is to empower women, building a community of self-assured individuals prepared for life's adventures. With her expertise, you can enjoy time with your family, travel, and check off items on your bucket list, all while navigating your financial future with grace and professionalism.

Connect with Carol Eddy:

LinkedIn:https://www.linkedin.com/in/%E2%AD%90-carol-eddy-cfp%C2%AE%E2%AD%90-35678512/

Facebook:https://www.facebook.com/profile.php?id=100064140668048

Email: ceddy@moneyconcepts.com

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Rachel Renock: Simplifying Profitability for Freelancers Sep 20, 2023

Meet Rachel Renock, an unorthodox entrepreneur with a thriving passion for creative design, coupled with a knack for solid business acumen. Formerly an art director on big names like Hershey's and CoverGirl, Rachel's unique journey took her from crafting impressive advertising campaigns to co-founding Wethos. This venture emerges from her hands-on experience with the often-complex landscape of the independent business realm. Identifying the challenges faced by freelancers in the creative industry, Rachel fashioned a solution that simplifies the operational processes, making profitability more transparent and attainable.

Listen to this informative Legacy Leaders episode with Rachel Renock about Challenges of Scaling a Service-Based Business, Introduction to Wethos and Target Audience, The Importance of Clarity and Transparency, Solving the Freelancer Disadvantage and Building a Legacy and Future Plans.

Here is what to expect on this week’s show:

● Uncover the tools to build a foundation for independent professionals and the vital role of clarity and transparency

● Identify the hurdles and solutions facing freelancers in creative and marketing arenas

● Realize the critical nature of meeting financial advisors and estate planning attorneys' needs through comprehensive management systems and precise data tracking

● Understand the considerable worth of data transparency and pricing recommendations to boost professional earnings and profitability

● Witness how to empower independent professionals affecting lasting change within the industry

Connect with Rachel Renock:

Website:https://www.wethos.co/

Twitter: https://twitter.com/wethosco

Instagram: https://www.instagram.com/wethosco/

LinkedIn: https://www.linkedin.com/in/rachel-renock-7459146a/

Email: rachel@wethos.co

Wethos Promo Code: https://www.wethos.co/referral?referral_code=GVV-CD3

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn:https://www.linkedin.com/in/katie-beth-hand/

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Kristen J. Wilson: Preserving Memories Through Estate Planning Sep 19, 2023

Kristen J. Wilson is a Virginia-based Legacy and Estate Planning Attorney with a strong passion for helping individuals and families navigate estate planning complexities. Raised in Detroit and an alumna of Howard University, her legal journey was influenced by her early experiences in the entertainment industry. She earned her Juris Doctor degree, a Master of Laws in Taxation, and a Certificate in Estate Planning from Georgetown Law. She takes a fresh approach to estate planning, emphasizing creativity and design to ensure her clients' legacies align with their unique aspirations and values. The preservation of the emotional significance of personal belongings in estate planning is something Kristen deeply resonates with, further highlighting her holistic approach in this area.

Listen to this informative Legacy Leaders episode with Kristen J. Wilson about The Importance of Estate Planning, Ideal Clients and the Value of Education, Empathy and Planning for the Future, Challenges and the Emotional Aspect of Estate Planning and Beyond Financial Transfer.

Here is what to expect on this week’s show:

● Uncover the essence of holistic estate planning that outpaces just legal documents

● Comprehend the significance of safeguarding family legacy via efficient legacy planning and memory preservation techniques

● Join Kristen on her unique estate planning journey and observe her distinctive process

● Understand why personal artifacts play a crucial role in eliciting emotional responses in estate planning

● Dismiss common mistaken beliefs and confront recurring problems in the sphere of estate planning

Connect with Kristen J. Wilson:

Website:https://www.kjwilsonlaw.com/

Facebook: https://www.facebook.com/kjwilsonlaw

Instagram: https://www.instagram.com/kjwilsonlaw/

LinkedIn: https://www.linkedin.com/in/kjwilsonesq/

Phone: (703) 278-2963

Email: hello@kjwilsonlaw.com

With your Guest Host: Steven Step

Steven H. Step is the President of A Step Ahead Insurance & Financial Services, with 28 years of experience in the financial services business. He's a Bank on Yourself™ Authorized Advisor, helping over 285 clients amass more than $86 million in additional wealth through secure financial strategies. He consistently ranked as one of the top 25 Bank on Yourself Authorized agents over the past 10 years. Steve holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. His financial planning articles have been featured in publications like The Daily News and Senior Life. He is active in his community, including his synagogue and the American Cancer Society, and is a past recipient of their "Outstanding Achievement in Legacies and Planned Giving" Award. Steve takes on a limited number of committed clients annually to ensure top-tier service for achieving lifetime financial security.

Connect with Steven Step:

LinkedIn: https://www.linkedin.com/in/stevenstep/

Email: stevenstep@sbcglobal.net

Phone: 818-990-7837 or 800-245-4677

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Jocelyn Margolin Borowsky: Estate Planning with Trusts 101 Sep 18, 2023

Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master's from New York University Law School. She reviews and prepares comprehensive estate plans, including wills, trusts, and advanced instruments such as spousal lifetime access trusts, asset protection trusts, and dynasty trusts. She also advises closely-held businesses, professionals, and executives on strategic tax planning, captive insurance, and family foundation creation. She provides counsel on trust administration, trust modifications, and the establishment of new Delaware trusts, including directed trusts and silent trusts. She represents clients in trust and estate litigation and handles tax-related disputes, including estate and gift tax audits. Her extensive expertise makes her a go-to resource for individuals and businesses seeking guidance in the complex field of trusts and estates.

Listen to this informative Legacy Leaders episode with Jocelyn Margolin Borowsky about Importance of Proper Estate Planning, Types of Trusts for Unique Needs, IRA Charitable Rollover Contributions, Dealing with Disputes and Litigation and Benefits of Delaware Trusts.

Here is what to expect on this week’s show:

● Explore the pivotal role of legacy planning in preserving familial and charitable wealth

● Unveil the crucial aspect of trusts in ensuring the continuity of family legacies

● Discover the variety of trusts available to cater to unique estate planning needs

● Learn tactical strategies to prevent potential disputes among heirs through effective estate planning

● Acquaint yourself with the extensive benefits and the inherent versatility offered by trusts in estate planning

Connect with Jocelyn Margolin Borowsky:

Website:https://www.duanemorris.com/

LinkedIn: https://www.linkedin.com/in/jocelyn-borowsky-a37211a/

Phone: 302 657 4921

Email: jmborowsky@duanemorris.com

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites: https://www.jdianerobinson.com/

Emails: jrobinson@ipfinancialservicesllc.com

jrobinson@innovationpartnersllc.com

Phone: 412-500-9430 | 470-239-5252 | 724-388-0136 (cell)

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Aaron Letzeiser: Unmasking Hidden Costs - How Landlords Can Navigate Insurance Expenses Sep 15, 2023

Aaron Letzeiser is the Co-Founder & COO of Obie, a venture-backed insurance and risk management technology platform serving the 17 million real estate investors in the United States. Obie's digital quoting platform and instant rate options make it the easiest and most transparent way in the market today for investors to obtain coverage. Prior to founding Obie, Aaron started and grew several successful companies that he’s seen to an exit. In addition to his work at Obie, he is an active real estate investor and a Venture Partner at the San Francisco-based venture capital group Pioneer Fund. Aaron graduated from Michigan State University and was named to the Forbes 30 Under 30 list.

Listen to this informative Legacy Leaders episode with Aaron Letzeiser about The Problem with Insurance for Real Estate Investors, Obie's Innovative Technology Platform, Role of Specialized Insurance Coverage, Hidden Costs and unexpected Expenditures, and Anticipating Insurance Costs.

Here is what to expect on this week’s show:

● Discover the crucial role specialized insurance coverage plays in securing your real estate investments

● Uncover the hidden costs and unexpected expenditures involved in insurance for landlords and homeowners

● Learn how to anticipate your insurance costs before even receiving a quote

● Understand the unique insurance considerations surrounding short-term rental properties

● Realize the advantages of collaborating with experts for comprehensive coverage and effective risk mitigation

Connect with Aaron Letzeiser:

Website: https://www.obieinsurance.com/

LinkedIn: https://www.linkedin.com/in/letzeiser/

Twitter: https://twitter.com/obieinsurance

Email: aaron@obieinsurance.com

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/, https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Kyle: Achieving Financial Peace of Mind Sep 13, 2023

Scott Kyle is the CEO/Chief Investment Officer at Coastwise Capital Group, a boutique money management firm headquartered in La Jolla, California. He is responsible for strategic investments, portfolio management, and client relations. With over 30 years of experience in public and private company investments, he's executed billions in securities trades. He is also an 11-time Five Star Wealth Manager award winner, co-founder of The Active Network, Inc., and the author of books including Via LaVie and the Friendship Code, Forever Young, and The Power Curve: Smart Investing Using Dividends Options & the Magic of Compounding. He holds Bachelors’ degrees in Economics and International Relations from Tufts University (magna cum laude, Phi Beta Kappa), a General Course Degree in International Relations from the London School of Economics, and an MBA from Harvard University. He is a two-time world and nine-time national champion in sailing, an Academic All-American (Tufts sailing), an Ironman triathlon finisher, and a 3rd-degree black belt in Shaolin Kempo. And he’s involved in various nonprofit organizations.

Listen to this informative Legacy Leaders episode with Scott Kyle about Importance of Trust and Honesty in Financial Advising, The Importance of Financial Planning, Success Story: Retiring and Traveling the World, Role of Emotional Temperament in Investing Strategies and Solid Client Relationships for Reliable Financial Advising.

Here is what to expect on this week’s show:

● Discover the critical importance of trust and honesty in financial advising for successful long-term investments

● Learn how solid client relationships act as the foundation for reliable financial advising

● Gain insight into the surprising role of emotional temperament in robust investing strategies

● Understand the invaluable role of strategic financial planning and effective goal setting in preparing for a secure future

● Realize the profound benefits of estate planning for ensuring peace of mind for you and your loved ones

Connect with Scott Kyle:

Website: https://www.coastwisegroup.com/

LinkedIn: https://www.linkedin.com/in/scottkyle2/

Facebook: https://www.facebook.com/CoastwiseGroup/

Twitter: https://twitter.com/coastwisegroup

Email: scott@coastwisegroup.com

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Daniel Goeckel: Avoid Estate Planning Regret - The Consequences of Procrastination and Poor Planning Sep 12, 2023

Daniel Goeckel is an estate planning and tax attorney serving clients in Athens, Georgia and the surrounding northeast Georgia area. In addition to estate planning and tax law, he also assists clients with probate and trust administration, Employee Retention Credit claims, and business formations and agreements. He earned his J.D. from the University of Georgia School of Law and his LL.M. in Taxation from the University of Florida Levin College of Law. He is a member of the State Bar of Georgia and a Registered Neutral with the Georgia Office of Dispute Resolution.

Listen to this informative Legacy Leaders episode with Daniel Goeckel about Career Path and Mentorship, Ideal Clients and Common Issues, Misconceptions and Procrastination, Challenges of Getting Clients to Follow Through, and Complexity of Estate Planning.

Here is what to expect on this week’s show:

● Uncover the pivotal role of estate and tax planning

● Discover the strategic advantage of proper estate planning

● Recognize the significance of client follow-through with their estate planning

● Debunk the common myths and misconceptions in estate and tax planning

● Look into the impact of educating clients and raising awareness about the importance of commitment and managing expectations.

Connect with Daniel Goeckel:

Website: https://www.cdavidrowepc.com/

LinkedIn: https://www.linkedin.com/in/danielgoeckel/

Facebook: https://www.facebook.com/dgoeckel

With your Guest Host: Jeff Gill

Jeffrey Gill is a retirement income specialist with a strong passion for helping people reduce taxes and manage market risks through creative planning. He founded Peak Mutual, specializing in retirement income planning and distribution solutions for clients. As a licensed professional in 46 states, he offers virtual services, saving you time and providing flexible appointment options. The ultimate goal at Peak Mutual is to empower clients with the knowledge and tools necessary to achieve their financial goals and live their best lives. With their expertise and personalized approach, they can help you navigate the complex world of retirement income planning and distribution to achieve your financial dreams.

Connect with Jeff Gill:

Website: https://peakmutual.com/

LinkedIn: https://www.linkedin.com/in/jeffrey-gill-peakfinancialnetwork/

Email: jeffgill@peakmutual.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Kitty Hart: Transforming Businesses Through Creative Experiential Marketing Sep 11, 2023

Kitty Hart is a seasoned sales and marketing professional, currently serving as the Vice President of Client Brand Experience at Heroic Productions. With over 28 years of experience, she excels in creating exceptional in-person, virtual, and hybrid events for large corporations. She specializes in helping brands discover their authentic stories and translating them into impactful strategies, naming, packaging, and storytelling. Her expertise extends to experience design, partnership marketing, and solving complex business challenges with Design-thinking. Kitty is a respected speaker, writer, and mentor in the marketing and events industries, making her a valuable asset to the Heroic team. She is a true hero in event production and marketing.

Listen to this informative Legacy Leaders episode with Kitty Hart about The Value of Experiential Marketing, Event Marketing for Financial Advisors, Advice for Planning an Engaging Event, Differentiating In-Person and Virtual Attendees and The Importance of Marketing in Challenging Times.

Here is what to expect on this week’s show:

● Explore the transforming effect of tangible experiences in your personal life and career

● Gain insights on how to create lasting impressions by truly relating to your audience's needs and wants

● Understand why thinking outside the box is key to successful experiential marketing

● Recognize common oversights in event management and learn effective countermeasures

● Navigate the disruption caused by COVID-19 within the event industry, by embracing inventive alternatives

Connect with Kitty Hart:

Website: https://www.heroic-productions.com/

LinkedIn: https://www.linkedin.com/in/kittyhart/

Facebook: https://www.facebook.com/heroicproductions

Instagram: https://www.instagram.com/heroicproductions/

Email: KHart@heroic-productions.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Carla Fowler: High-Performance Strategies for Achieving Goals Sep 08, 2023

Carla Fowler, MD PhD, founded THAXA in 2013 to merge strategy, productivity, and psychology in the realm of performance science. Her coaching, rooted in performance science, has aided numerous executives from various sectors, fostering strategic thinking, execution, and mindset. With a decade of experience, she distills performance principles into actionable methods, enhancing leaders' daily performance. She's a magna cum laude graduate from Brown University, she holds MD and PhD degrees from the University of Washington and conducted her surgical internship at Stanford University. She also enjoys sharing her performance insights through engaging conversations and presentations.

Listen to this informative Legacy Leaders episode with Carla Fowler about Surprising Things High Performers Do Differently, Mistakes That Sabotage Performance, Cultivating Power and Influence, Relishing Uncertainty and Tools for High Performance.

Here is what to expect on this week’s show:

● Find out how high-performing strategies can simplify your goal accomplishment

● Grasp the impact of clarity in goal-setting for progressive advancement

● Explore the art of wielding power and influence for a successful journey

● Look into the benefits of cherishing uncertainty in unfolding boundless opportunities and individual development

● Uncover the potentials of coaching tools and procedures in exceeding your performance standard

Connect with Carla Fowler:

Website: https://www.thaxa.com/

LinkedIn: https://www.linkedin.com/in/carla-fowler/

Twitter: https://twitter.com/DrCarlaFowler

Email: fowler@thaxa.com

Get a FREE download on the 8 Biggest mistakes people make when choosing a coach (and how to avoid them) → https://www.thaxa.com/p/legacy-leaders

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Mazzeo: The Importance of Adequate Estate Planning Sep 06, 2023

Sam Mazzeo is a seasoned attorney whose distinct career path has given him a unique perspective on law. Founded his law firm, Better APC, with a focus on constantly improving every day, Sam and his team provide assistance to nonprofits, small and medium businesses, creative professionals, and solo entrepreneurs. His refreshing approach to law, which values accessibility and transparency is evidenced in his engagement with clients through educational materials. Recently adding estate planning to his portfolio of services, he has shown an unmatched dedication to fully servicing his clients and providing them with added value. His philosophy seems to be paying off as many of his clients refer his work to others, showing their trust in him.

Listen to this informative Legacy Leaders episode with Sam Mazzeo about Services offered by Better APC, Positive and negative outcomes in estate planning, Importance of Adequate Estate Planning, Being a trusted advisor, and Ideal Clients.

Here is what to expect on this week’s show:

● Gain key business insights from an enriching session with Sam Mazzeo and Better APC

● Decipher how Better APC's legal services aid nonprofits and small businesses to circumvent legal pitfalls

● Familiarize with eye-opening success stories overcoming legal barricades, that will instill confidence in your journey towards success

● Comprehend the essentiality of comprehensive estate planning

● Understand the skill of forging trustworthy, long-lasting relationships with clients

Connect with Sam Mazzeo:

Website: https://inbetterwetrust.com/

LinkedIn: https://www.linkedin.com/in/sam-mazzeo/

Instagram: https://www.instagram.com/inbetterwetrust/

YouTube: https://www.youtube.com/@inbetterwetrust

Email: sam@inbetterwetrust.com

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Mary Ann Pruitt: Elevating Your Marketing Strategy Sep 04, 2023

Mary Ann Pruitt is the CEO and President at Mosaic Media, a team of media buying experts and creative strategists specializing in advertising space negotiation, purchasing, and monitoring. With a background as a senior sales executive in major media outlets, she founded Mosaic to provide specialized media strategy services to agencies and marketing departments nationwide. Her leadership has driven consistent year-over-year growth, earning her recognition such as the 2020 Cynopsis Media Top Women in Media award. Mary Ann's expertise spans traditional, digital, and diverse industries, making her a sought-after industry leader. She's committed to sharing her experience and actionable marketing insights with aspiring professionals.

Listen to this informative Legacy Leaders episode with Mary Ann Pruitt about How COVID Changed Media, Resurgence of Traditional Media, Importance of Precision Targeting, Social Media, and Programmatic and Nuggets of Wisdom for Paid Media.

Here is what to expect on this week’s show:

● Understand how COVID-19 has reshaped media consumption, changing the dynamics of audience behavior

● Dive into the resurgence of traditional media platforms and their significance in the digital age

● Learn the value of precision targeting and programmatic advertising in reaching a desirable audience

● Explore the wide spectrum of benefits of aligning with a media partner for your campaigns

● Recognize the urgency for accountability and detailed reporting within media partnerships for campaign success

Connect with Mary Ann Pruitt:

Website: https://mosaic.agency/

LinkedIn: https://www.linkedin.com/in/maryann-pruitt/

Facebook: https://www.facebook.com/mosaic.agency

Twitter: https://twitter.com/mediaMAPs

Email: maryann@mosaic.agency

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Moore: The Complex World of Estate Tax Returns Sep 01, 2023

Kevin J. Moore, a seasoned attorney and a third-generation Pasadenean, founded KJMLAW Partners in 1992 to invest in his hometown. The firm specializes in estate planning, trusts, probate, domestic/international business transactions, and tax services. With a strong court record, KJMLAW offers personalized financial attention. Kevin holds a Master of Laws (LL.M.) degree in International Taxation and Business from McGeorge School of Law in Sacramento, a Juris Doctor degree from Western State University in Fullerton, California, and a Business Administration degree in Accounting from San Diego State University, School of Accountancy. He frequently serves as a guest speaker/guest lecturer for investment advisors and their clients and often speaks on estate planning and business taxation, while supporting local sports teams and community initiatives.

Listen to this informative Legacy Leaders episode with Kevin Moore about the Importance of Estate Planning, Avoiding Probate and the Use of Trusts, Estate Tax Returns and Exemptions, Legal Concepts in Estate Tax Returns, and Ideal Clients and Services.

Here is what to expect on this week’s show:

● Grasp the central role of estate planning and how eviction from probate can become your secret winner

● Break down the laborious process of estate tax returns and spotlight the invaluable role of a specialist

● Learn the secrets of launching and growing a prosperous law firm

● Debunk prevailing myths on revocable living trusts and real asset protection

● Appreciate the joy of giving back through community events

Connect with Kevin Moore:

Website: https://www.kjmlaw.com/

LinkedIn: https://www.linkedin.com/in/kevin-moore-67ba9268/

Twitter: https://twitter.com/KJMlawyers

Email: kmoore@kjmlaw.com

With your Guest Host: Tim Garrity

Timothy S. Garrity is a CFA and President at Paragon Capital Partners, With an impressive track record of guiding and empowering wealthy individuals, families, and organizations in their financial journey. With a primary focus on investment management and insurance advisory, his expertise extends far beyond conventional financial strategies. Passionate about enlightening his clients on the implications of their wealth, his approach is marked by exploration, understanding, and thoughtful execution of tax, legal, and legacy planning strategies. Acting as a facilitator, he ensures a holistic and integrated plan by introducing his clients to top-notch advisors in various specialized fields. His pursuit of excellence is unyielding, and he constantly seeks innovative and cutting-edge solutions to help his clients grow their wealth, safeguard their assets, and perpetuate their legacy. Simultaneously, he recognizes the significance of essential approaches as the bedrock of sustainable prosperity. He embraces every opportunity to make a profound and lasting impact on the lives of those he serves.

Connect with Tim Garrity:

Website: https://paragoncapitalpartners.com/

LinkedIn: https://www.linkedin.com/in/tim-garrity/

Email: info@paragoncapitalpartners.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

Karen Eichman: The Importance of Clear Estate Planning Aug 30, 2023

Karen Eichman is your “friendly neighborhood attorney,” assisting people and businesses predominantly in the Chester County, Pennsylvania vicinity. She spent nearly 28 years in Kennett Square, initially as Business Manager and later as General Counsel, for a major US mushroom farming organization. She holds dual Bachelor of Science degrees in Business Administration and Accounting from Delaware State University. In 2002, she earned her Juris Doctor from Widener University School of Law while working as a full-time business executive. She is deeply rooted in the Southern Chester County community and actively contributes to local nonprofits. She is licensed to practice law in Pennsylvania since 2002 and the US District Court, Eastern District of Pennsylvania since 2012. A member of the Pennsylvania Bar Association, Karen frequently lectures on labor and employment law, as well as estate planning. Her ultimate goal? To provide her clients with the assurance that their legacy and families are secure.

Listen to this informative Legacy Leaders episode with Karen Eichman about Importance of Estate Planning, Fortifying Assets and Streamlining Distribution, Significance of Trust Funds and Powers of Attorney, Challenges in Promoting Estate Planning, and Estate Planning for Young Adults.

Here is what to expect on this week’s show:

● Grasp why estate planning holds value for people of all age-groups

● Delve into techniques to protect your assets and sanction their orderly disbursement

● Comprehend the pivotal part of powers of attorney and trusts in streamlined estate planning

● Discern how adjusting your estate plan to your specific desires can fit your needs perfectly

● Identify how legacy planning safeguards your story for the generations to follow

Connect with Karen Eichman:

Website: https://eichmanlawgroup.com/

LinkedIn: https://www.linkedin.com/in/chescoemploymentattorney/

Facebook: https://www.facebook.com/EichmanLaw

Instagram: https://www.instagram.com/eichmanlaw/

Email: Assistance@EichmanLawGroup.com

Phone: 484-734-0378

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites: https://www.jdianerobinson.com/

Emails: jrobinson@ipfinancialservicesllc.com

jrobinson@innovationpartnersllc.com

Phone: 412-500-9430 | 470-239-5252 | 724-388-0136 (cell)

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Colt Pierotti: Exploring Inflation's Opportunities and Challenges Aug 28, 2023

Colt Pierotti is a Private Wealth Advisor at Ameriprise Financial serving small business owners, corporate executives, and affluent families. His background includes financial planning, wealth transfer strategies, and portfolio analysis and construction. Colt and his team of six specialized investment professionals have the expertise and resources to provide clients with the highest caliber of service and advice. Whether your goal is to establish a thriving business, safeguard your lifestyle during retirement, or create a lasting legacy, they are dedicated to embracing your vision and working diligently to ensure your success. He received his M.B.A. from the University of Memphis. He holds the Certified Investment Management Analyst® designation from the Yale School of Management. He is also an Accredited Portfolio Management Advisor® from the College for Financial Planning. He maintains his Series 7 and 66 securities licenses, along with life and health insurance licenses. His passion for his profession aids him in helping clients wade through the complexity of market volatility and inflation, keeping their financial stability intact.

Listen to this informative Legacy Leaders episode with Colt Pierotti about Discussing Inflation with Clients, Challenges and Benefits of Working with Clients, Retirement Misconceptions, The Importance of Recession and Volatility, and Acquiring Good Long-Term Businesses.

Here is what to expect on this week’s show:

● Explore Colt's journey to financial advisor, unveiling his challenges and triumphs

● See how the financial advisory adapted to COVID-19 with remote work and tech to reshape client service

● Delve into inflation's impact on clients, uncovering challenges and opportunities for advisors

● Discover how Colt tackled work-life balance, juggling professionalism and personal matters

● Revamp retirement planning, debunk misconceptions, and highlight long-term goals and post-retirement passions

Connect with Colt Pierotti:

Website: https://www.ameripriseadvisors.com/colt.pierotti/

LinkedIn: https://www.linkedin.com/in/colt-pierotti-mba-cima%C2%AE-apma%C2%AE-34337b136/

Email: Colt.Pierotti@ampf.com

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

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Tom Schwab: Building Relationships that Drive Business Through Podcasting Aug 25, 2023

Tom Schwab, an entrepreneurial force and author whose innovativeness has established him as a pioneer in podcast interview marketing. With roots rooted in the Midwest and an educational background forged in the U.S. Naval Academy, Tom's journey is as fascinating as it is inspiring. From running nuclear power plants to delivering masterful corporate solutions, his eclectic professional journey has been marked by relentless learning and exploration. These experiences, combined with his unique perspective that the ordinary can often make for the extraordinary, have shaped his approach to podcast interviews as powerful tools for connection, idea-sharing, and business growth.

Listen to this informative Legacy Leaders episode with Tom Schwab about The Power of Podcast Interviews, Tom's Process with Clients, Success Story: CPA Finding Clients, Myths and Misconceptions About Podcasting and Ideal Clients for Podcasting.

Here is what to expect on this week’s show:

● Uncover the compelling role of podcast interviews in forming strategic alliances and invigorating company expansion

● Understand the critical significance of zeroing in on content quality rather than overloading on quantity in podcasting

● Dispel preconceptions about the simplicity of setting up and upkeeping a podcast

● Recognize how to utilize your specialized knowledge in the podcasting realm

● Learn how Interview Valet assists its clientele in eliminating invisibility and finely getting attuned with their desired group of listeners

Connect with Tom Schwab:

Website: https://interviewvalet.com/

LinkedIn: https://www.linkedin.com/in/iamtomschwab/

Facebook: https://www.facebook.com/IAmTomSchwab

Twitter:https://twitter.com/IAmTomSchwab

YouTube: https://www.youtube.com/channel/UCuSNLwNEIU787_7l34HaS8A

Email: Tom@InterviewValet.com

Get a FREE Copy of Tom’s Book: https://interviewvalet.com/legacy/

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

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Brett Hughes: Maximizing Wealth Through Income Tax Planning Aug 23, 2023

Brett Hughes is a Certified Financial Planner (CFP) at Centura Wealth Advisory with over 15 years of experience serving high-net-worth individuals, corporate executives, and business owners. He lives in San Diego with his wife and son. Outside of the office, you can typically find him on his mountain bike or out camping with his family. He has a passion for helping others and does so through comprehensive planning with a focus on income tax, wealth transfer (estate), retirement, insurance, and investments. Brett's transparent approach and straightforward ability to distill complex topics into understandable strategies have made him an instrumental figure in the finance community.

Listen to this informative Legacy Leaders episode with Brett Hughes about Ideal Clients, Being a Trusted Advisor, The Role of a Wealth Advisor, Best Referral Sources, and The Importance of a Professional Team.

Here is what to expect on this week’s show:

● Uncover the crucial role comprehensive financial planning plays in securing your future

● Find the hidden value a trusted advisor brings to financial decision-making

● Discover why early engagement with financial advisors might be your financial game changer

● Learn the best ways to maximize tax savings through intelligent income tax planning

● See how collaboration between financial professionals can magnify your financial potential

Connect with Brett Hughes:

Website: https://centurawealth.com/

LinkedIn: https://www.linkedin.com/in/brett-hughes-cfp%C2%AE-8853ab40/

Email: bhughes@centurawealth.com

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

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Lee Phillips: The Key to Asset Protection and Tax Planning Success Aug 21, 2023

Lee R. Phillips is a prominent figure in the fields of law, finance, and education. He is a United States Supreme Court Counselor and Federal Tax Court Attorney with a diverse background. Holding advanced degrees in geology and chemistry, he's also been licensed in real estate, mortgage brokering, securities, and life insurance. He is nationally recognized for his expertise in business structuring, asset protection, tax planning, financial planning, and estate planning. He is the founder of LegaLees LLC, a company specializing in asset protection and tax solutions for high-net-worth individuals. He's authored 19 books and serves on editorial boards of professional publications. With personal experience of the legal system's impact, he's passionate about preventing personal disasters from becoming financial crises. As an engaging speaker, Lee has conducted over 5000 live presentations across the US, Canada, and the Pacific Rim. Through his teaching, he has helped more than a million people grasp legal concepts to enhance their financial well-being and safeguard their assets.

Listen to this informative Legacy Leaders episode with Lee Phillips about Advice for Real Estate Investors, Protecting Your Assets from the IRS, Understanding Taxes and Compound Interest, Using Your Business and Real Estate as Tax Shelters, and Educational Kits for DIY Asset Protection.

Here is what to expect on this week’s show:

● Uncover the crucial role of asset protection and tax planning in enhancing the profitability of small businesses and real estate investments

● Delve into the direct influence of the IRS on personal wealth and overall income and the ways to navigate it

● Explore the potential of real estate as a powerful tool for tax minimization and solidify your comprehension of strategic tax planning

● Grasp the fundamental understanding of Limited Liability Companies (LLCs) and their potential uses in maximizing asset protection

● Gain insights into the process of setting up your own LLC and steer through the key areas of asset protection and tax planning effectively

Connect with Lee Phillips:

Website:https://legalees.com/

LinkedIn: https://www.linkedin.com/in/legalees/

Facebook: https://www.facebook.com/LegaLeesINC

Twitter: https://twitter.com/legaLees

YouTube: https://www.youtube.com/LeeRPhillips

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

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Carolyn Konecki: Maximizing Insurance Coverage and Service Aug 18, 2023

Carolyn is a professional risk manager specializing in personal insurance for successful individuals and families. Her expertise lies in safeguarding tangible assets like luxury homes, vehicles, art, and more. She meticulously assesses risks and liability tied to these assets, providing comprehensive coverage against physical and online threats. With her extensive network, Carolyn matches clients with the ideal insurance solutions, offering top-notch value. She can write personal insurance in all 50 states and a few foreign countries. She graduated magna cum laude from the University of Southern California in 1985 with bachelor’s degree in business and an emphasis in management. She was recruited into the insurance business in 2004, when she joined her husband, John, at Konecki Insurance. After that agency was sold, she joined Cavignac & Associates to start their Private Client division. She received her Certified Private Risk Manager designation in March, 2018, the first person in San Diego to achieve that designation. She is very involved in the San Diego community and is a member of several professional and charitable organizations.

Listen to this informative Legacy Leaders episode with Carolyn Konecki about Legacy and Insurance, Insurance companies and setting rates, Unfair pricing and limited options, Challenges with the California Fair Plan, and Importance of regular meetings and excellent service.

Here is what to expect on this week’s show:

● Delve into the intricate challenges surrounding California's insurance rates and their far-reaching effects

● Clearly grasp why speedy ratification of rates is crucial for enhancing capability and fostering a competitive market

● Unearth distinct disparities in property insurance premiums for comparable properties across California

● Shed light on the limitations and imperfections of the California Fair Plan

● Discern the pivotal role of ongoing interaction with insurance brokers for maintaining up-to-date coverage and premium service

Connect with Carolyn Konecki:

Website:https://cavignac.com/

LinkedIn: https://www.linkedin.com/in/carolynkonecki/

Phone: 619-744-0545

Email: ckonecki@cavignac.com

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

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Jeffrey Katz: Strategies for Effective Tax and Estate Planning for Business Owners Aug 16, 2023

Jeffrey Katz, a tax and business attorney started his law practice in 2000 after working as a solo tax accountant and CPA. Now, he's recognized by SuperLawyers as amongst the Top 5 percent of tax and estate lawyers in Maryland and Washington, DC. Over the last 20 years, he’s prepared over 5,000 estate plans and has administered over $100 million in estates and trust assets. He also represents “C” level executives and their families in their personal and estate planning matters and takes a special interest in charitable planning and plans which allow grantors to impart their values to their beneficiaries. A frequent national speaker for NBI and myLawCLE, he has traveled the country presenting seminars and contributed articles for such outlets as Bloomberg/BNA, Inc., The Washington Business Journal, and MSBA Bar Bulletin. He also runs an estate planning software company which he founded and has appeared on several news shows and legal podcasts. After receiving his undergraduate degree from The American University (Washington, DC), he earned a Juris Doctor from the Chicago-Kent College of Law and a Master of Taxation (LLM) from the University of Miami.

Listen to this informative Legacy Leaders episode with Jeffrey Katz about Estate Tax Exemption Changes, The Need for Insurance, Risky Tax Strategies, Justifying Tax Planning, and Client Relationships and Legacy.

Here is what to expect on this week’s show:

● Recognize the crucial role of legacy leaders in shaping a durable, impactful legacy

● Illuminate the drivers compelling individuals towards estate and business planning

● Get a grip on emergent tax law amendments, focusing on the estate tax exemption

● Explore the application of captives in mitigating unique risks and their place in genuine business purpose tax strategies

● Appreciate the importance of client-focused service integration, and the leverage technology brings for superior customer experience

Connect with Jeffrey Katz:

Website:https://www.jdkatz.com/

LinkedIn: https://www.linkedin.com/in/jdkatz/

Facebook: https://www.facebook.com/jdkatzpc/

Twitter: https://twitter.com/JDKatzPC

Email: jeffrey@jdkatz.com

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ | https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

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Drew Powers: The Value of Comprehensive Advice in Navigating Long-Term Financial Planning Aug 14, 2023

Meet Drew Powers, a seasoned financial advisor with a fascinating career trajectory. Borrowing insights from his early days of dealing cards at a casino, he understands that probability and statistics aren't intuitive for most people. This realization led him to his calling: helping others demystify complex financial issues. Part mathematician, part risk handler, he advises an array of clients, from medical professionals to law firm owners. His knack for carving out tax savings and managing investments in a 'Zen simple' fashion sets him apart in a field often characterized by jargon and complexity.

Listen to this informative Legacy Leaders episode with Drew Powers about Enjoyment in Financial Advisory, What It Means to Be a Financial Advisor, The Power of Collaboration, Why Choose a Financial Advisor? And The Importance of Collaboration in Estate Planning.

Here is what to expect on this week’s show:

Comprehend the crucial role of unity in bolstering the financial advisory profession
Perceive the heightened interest in openness and independence prevailing in the financial advising community
Learn about the encompassing duties of a financial advisor as a complete consultant
Assess the importance of trust-worthy guidance and referrals in enhancing the quality of financial advice
Realize the issues and biases obstructing the effective learning of estate planning for financial advisors

Connect with Drew Powers:

Website: https://powersfg.com/

LinkedIn: https://www.linkedin.com/in/powersdrew/

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

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Raj Aujla: Unlocking the Power of Advanced Healthcare Directives in Estate Planning Aug 11, 2023

Raj Aujla, a highly specialized estate planning attorney at Aujla Legal based in Pasadena, California. His career journey alone is fascinating, having pivoted from pursuing a master's degree in cell and molecular biology to studying law and finding a unique intersection between the two fields. Now with nearly 13 years of legal experience, his strong focus is on facilitating the daunting yet vital process of estate planning. His detail-oriented approach has helped countless families protect their wishes, their children, and their legacy. His expertise in advanced healthcare directives in particular will be central to the discussion for this episode.

Listen to this informative Legacy Leaders episode with Raj Aujla about Importance of Estate Planning for the Middle Class, California’s Plan for Those without an Estate Plan, The Difference Between a Will and a Trust, The Importance of Advanced Healthcare Directives and Complete Estate Planning Package.

Here is what to expect on this week’s show:

● Realize the value of effective estate planning irrespective of your income bracket

● Witness the potential fallouts in California due to the absence of an estate plan

● Comprehend the distinct roles of wills and trusts in the realm of estate planning

● Understand why an advanced healthcare directive plays a pivotal role in your estate plan

● See the advantages a Limited Liability Company (LLC) brings to your business structure

Connect with Raj Aujla:

Website:https://aujlalegal.com/

LinkedIn: https://www.linkedin.com/in/rajaujla/

Email: raj@aujlalegal.com

With your Guest Host: Tim Garrity

Timothy S. Garrity is a CFA and President at Paragon Capital Partners, they serve a select clientele who have built significant wealth through a combination of business and professional success, as well as prudent investment decisions. They introduce their clients to opportunities and solutions that they often did not know existed. In many cases, they help them shift their paradigms to recognize that special and exclusive strategies are available to them due to their exceptional success and wealth stratum.

Connect with Tim Garrity:

Website: https://paragoncapitalpartners.com/

LinkedIn: https://www.linkedin.com/in/tim-garrity/

Email: info@paragoncapitalpartners.com

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Solimar Rodriguez: The Urgent Importance of Estate Planning Aug 09, 2023

Meet Solimar Rodriguez, an estate planning attorney with a zeal for protecting her clients' legacies. Born and raised in Puerto Rico, she has dual bar admission in Puerto Rico and Florida, providing her with a unique understanding of the legal systems. Soli's journey into law was not a straight path. Initially seeking a career in advertising and media, Soli heeded her family legacy in law, discovering her fervor for estate planning whilst helping families navigate their legal needs. Her focus now lies on creating tailored estate plans, with a particular focus on incapacity documents. Soli's passion and commitment shine through as she educates her clients on the importance of planning ahead.

Listen to this informative Legacy Leaders episode with Solimar Rodriguez about Misconceptions About Wills, The Importance of Estate Planning, The Consequences of Delaying Estate Planning, Taking Care of Incapacitated Individuals, and Naming Beneficiaries and Trusts.

Here is what to expect on this week’s show:

● Uncover the critical importance of precise estate planning and probate methodologies

● Traverse the intricate landscape of Spanish laws and civil codes as they relate to estate planning

● Hear compelling stories of transformative experiences that shaped legacies through strategic estate planning

● Identify the demands of catering to the unique needs of both children and aging parents in estate planning

● Unravel common assumptions about wills and grasp the necessity of comprehensive estate planning

Connect with Solimar Rodriguez:

Websites:https://www.trustsrslegal.com/

https://wfplaw.com/

LinkedIn: https://www.linkedin.com/in/solimar-rodriguez/

Phone: 954-947-6053

Email: Soli@TrustSRSLegal.com

SRodriguez@wfplaw.com

With your Guest Host: Carol Dewey

Carol Dewey is an experienced educator, speaker, author, and financial planning strategist. Her passion lies in motivating people to take action for a better future. Through her educationally-based financial planning company, she helps clients gain clarity and confidence in their financial decisions. Using her proprietary process, the Perpetual Wealth Navigation Solution, Carol has guided numerous individuals toward financial success without unnecessary risks. Her ultimate mission is to empower individuals, families, and business owners to achieve long-term financial security.

Connect with Carol Dewey:

Website: https://www.perpetualwealthfinancial.com/

LinkedIn: https://www.linkedin.com/in/perpetualwealth/

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Gordon Fischer: Tips for Making Estate Planning Easy and Stress-Free Aug 07, 2023

Gordon Fischer, a seasoned lawyer with over 25 years of experience reveals his strategies for making the estate planning process easy and stress-free for his clients. Fischer's background includes serving as a student government leader at the University of Iowa, earning a summa cum laude law degree from Southern Illinois University, and working as a clerk for the Iowa Court of Appeals. He was later a partner at the firm Bradshaw, Fowler, Proctor, and Fairgrave, P.C. before becoming Vice President of Gift Planning Strategies for the Community Foundation of Greater Des Moines. He holds the Chartered Advisor in Philanthropy designation from The American College of Financial Services.

Listen to this informative Legacy Leaders episode with Gordon Fischer about Misconceptions about Estate Planning, Nonprofit Legal Services, the Importance of Lawyers in protecting Freedoms, Overcoming Hesitation in Estate Planning, and The Consequences of No Estate Planning.

Here is what to expect on this week’s show:

● Realize the inherent value in strategically planning for your estate to protect your loved ones

● Ascertain how nonprofits can thrive with the right legal assistance

● Debunk common misapprehensions about estate planning and where you can find reliable resources

● Master the art of making estate planning an effortless task, reducing stress for clients

● Grasp the importance of keeping up with employment law and compliance in the nonprofit sector

Connect with Gordon Fischer:

Website:https://www.gordonfischerlawfirm.com/

LinkedIn: https://www.linkedin.com/in/fischergordon/

Facebook: https://www.facebook.com/gordonfischerlawfirm

Instagram: https://www.instagram.com/gordonfischerlawfirm/

Email: gordon@gordonfischerlawfirm.com

With your Guest Host: Michael Clanin

Michael is an experienced former educator turned financial and insurance professional with 14 years of experience. He resides in Cedar Rapids with his wife, Carla, and their three children. Michael's approach with clients is through guidance and education. He specializes in retirement planning, income planning, legacy planning, annuities, life insurance, and Medicare. He is dedicated to safeguarding his clients' retirement funds and is committed to providing honest and integrity-driven service. He values long-term relationships with his clients and enjoys spending time with family and friends, traveling, hiking, biking, and reading.

Connect with Michael Clanin:

Website: https://safemoneyfirst.com/michael-clanin/

LinkedIn: https://www.linkedin.com/in/michael-clanin-0a567a96/

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Mikhak Ghorban: Legacy Planning Tips for Divorce and Immigration Clients Aug 04, 2023

Mikhak Ghorban is a specialist when it comes to family law and immigration, serving the diverse community of San Diego, California. With an initial interest in political law, her trajectory took a turn during her law studies, and she found herself propelled into the world of corporate law. Now, with an enviable blend of corporate and familial legal knowledge, she helps individuals through the complexities of immigration and divorce processes. She's a believer in putting the client first, and she expertly guides them to consider all factors before making momentous decisions.

Listen to this informative Legacy Leaders episode with Mikhak Ghorban about Collaborative Divorce, Legacy and Resolving Conflicts, The Importance of Estate Planning in Divorce, Being a Trusted Advisor and Planning and Awareness in Divorce.

Here is what to expect on this week’s show:

● Explore the intricate connection between legacy and its role in family law and immigration disputes

● Comprehend the essentiality of forward-thinking financial planning and its impact on divorce scenarios

● Realize the toughness of the road towards financial safety and asset retention for immigration clients

● Grasp the power wielded by a trusted advisor in the context of family law and immigration affairs

● Understand why professional expertise is indispensable to avoid irreversible pitfalls in legal matters

Connect with Mikhak Ghorban:

Websites:http://ghorbanlaw.com/

LinkedIn: https://www.linkedin.com/in/mikhak-ghorban-81047220/

Facebook: https://www.facebook.com/ghorbanlaw

Phone: (858) 201-4540

With your Guest Host: Rod Hatley

Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

Connect with Rod Hatley:

LinkedIn: https://www.linkedin.com/in/rodneyhatley/

Facebook: https://www.facebook.com/HatleyLawGroupAPC/

Learn more about your ad choices. Visit megaphone.fm/adchoices

John Creekmur: Building Your Path to Financial Freedom Aug 02, 2023

John Creekmur is a well-respected authority in the financial planning industry with a passion for aiding individuals in building and securing their wealth. Even during his teens, he wanted to be in the financial field and, as a result, he pursued his bachelor’s degree in accounting and finance from Cedarville University. In addition, he has completed a Master of Business Administration degree and holds the Certified Financial Planner™ (CFP®) designation. He started his career with a large brokerage firm and transitioned to the investment department at a local bank. In 1995, he started his own firm, which has grown to its present form as Creekmur Wealth Advisors.

Listen to this informative Legacy Leaders episode with John Creekmur about Working with Family in the Business, Acquiring Financial Practices, True Wealth Beyond Money, The Role of Faith and Building a Foundation for Life.

Here is what to expect on this week’s show:

Unpack the secrets behind successful financial strategizing and goal attainment
Realize the key to setting healthy boundaries and fostering positive relationships with family in the workplace
Master the hurdles tied to transitioning your financial practices, whether it's retirement or a shift in careers
Explore the diverse facets of wealth beyond your bank balance, leading to a fulfilling life of abundance
Learn to infuse your financial and legal planning with a clear sense of your overarching values

Connect with John Creekmur:

Website: https://creekmurwealth.com/

LinkedIn: https://www.linkedin.com/in/johncreekmur/

Facebook: https://www.facebook.com/CreekmurWealth

Email: john@creekmurwealth.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion.

Connect with Stan:

Website: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth: