Legacy Leaders

Latest Episodes:

Jim Hendricks: Tailored Financial Planning for Personalized Success Mar 04, 2024

Show notes

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

Show notes

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

Show notes

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:

Website: https://pinnaclelegacylaw.com/

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

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Joseph Janicki: Educating Clients About Their Unique Insurance Needs Feb 21, 2024

Show notes

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:

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Eric Miller: Safeguarding Wealth with Asset Protection Strategies Feb 19, 2024

Show notes

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

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/

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Emma Michael: Creating Peaceful Legacies through Estate Planning Feb 14, 2024

Show notes

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

Show notes

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

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/

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Dawn Bremer - The Art of Pricing: Realtor Mentorship Jan 31, 2024

Show notes

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:

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Jonathan Blau: Identifying Biases for Financial Decision-Making Jan 24, 2024

Show notes

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.fusionfamilywealth.com

https://www.linkedin.com/company/fusion-family-wealth/

With your Hosts: Stan Miller

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

Lisa Crosta: The Power of Women's Financial Conversations Jan 17, 2024

Show notes

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

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

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