Legacy Leaders

Latest Episodes:

Tom Zeeb: Mastering the Art of Negotiation Oct 04, 2023

Show notes

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:

Website: https://pinnaclelegacylaw.com/

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

Show notes

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

Show notes

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

Show notes

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

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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Christine Fitzgerald: The Power Of Proactive Estate Planning Sep 27, 2023

Show notes

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://hatleylawgroup.com/

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

Show notes

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

Show notes

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

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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Chris Gordon: Avoiding Common Pitfalls in Medicaid Planning Sep 22, 2023

Show notes

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:

Website:https://www.moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/About/ceddy#/

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

Show notes

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

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

Kristen J. Wilson: Preserving Memories Through Estate Planning Sep 19, 2023

Show notes

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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