Legacy Leaders

Latest Episodes:

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

Show notes

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

Show notes

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

Show notes

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:

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

Show notes

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:

https://mybeaconadvisors.com

With your Guest Host: Adam Diamond

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

Show notes

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

Show notes

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:

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

Show notes

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

Show notes

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

Show notes

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:

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

Show notes

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:

https://laborretirementservices.com

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