Legacy Leaders

Latest Episodes:

Patty Durell: Maximize Fitness Potential for Executives and Busy Professionals Nov 20, 2023

Show notes

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

Show notes

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:

Website: https://pinnaclelegacylaw.com/

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

Show notes

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

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

Charlie Bresler: Making a Difference and Finding Happiness Nov 08, 2023

Show notes

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

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

Ashly Guernaccini: Unlock Your Peace of Mind and Secure Your Assets Nov 06, 2023

Show notes

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

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

Show notes

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

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

Eric Raines: Navigating the Complexities of Tax Planning Oct 30, 2023

Show notes

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

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

Stan Miller and Katie Beth: Aligning With your Purpose and Creating Meaningful Connections Oct 27, 2023

Show notes

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

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

Jack Walker: Avoid the $2 Million Mistake - The Dangers of DIY Estate Planning Oct 25, 2023

Show notes

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

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

Barbara Norman: Take Control of Your Financial Future Oct 24, 2023

Show notes

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:

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