Legacy Leaders

Latest Episodes:

Colt Pierotti: Exploring Inflation's Opportunities and Challenges Aug 28, 2023

Show notes

Colt Pierotti is a Private Wealth Advisor at Ameriprise Financial serving small business owners, corporate executives, and affluent families. His background includes financial planning, wealth transfer strategies, and portfolio analysis and construction. Colt and his team of six specialized investment professionals have the expertise and resources to provide clients with the highest caliber of service and advice. Whether your goal is to establish a thriving business, safeguard your lifestyle during retirement, or create a lasting legacy, they are dedicated to embracing your vision and working diligently to ensure your success. He received his M.B.A. from the University of Memphis. He holds the Certified Investment Management Analyst® designation from the Yale School of Management. He is also an Accredited Portfolio Management Advisor® from the College for Financial Planning. He maintains his Series 7 and 66 securities licenses, along with life and health insurance licenses. His passion for his profession aids him in helping clients wade through the complexity of market volatility and inflation, keeping their financial stability intact.

Listen to this informative Legacy Leaders episode with Colt Pierotti about Discussing Inflation with Clients, Challenges and Benefits of Working with Clients, Retirement Misconceptions, The Importance of Recession and Volatility, and Acquiring Good Long-Term Businesses.

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

● Explore Colt's journey to financial advisor, unveiling his challenges and triumphs

● See how the financial advisory adapted to COVID-19 with remote work and tech to reshape client service

● Delve into inflation's impact on clients, uncovering challenges and opportunities for advisors

● Discover how Colt tackled work-life balance, juggling professionalism and personal matters

● Revamp retirement planning, debunk misconceptions, and highlight long-term goals and post-retirement passions

Connect with Colt Pierotti:

Website: https://www.ameripriseadvisors.com/colt.pierotti/

LinkedIn: https://www.linkedin.com/in/colt-pierotti-mba-cima%C2%AE-apma%C2%AE-34337b136/

Email: Colt.Pierotti@ampf.com

With your Host: Stan Miller

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

Connect with Stan Miller:

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

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

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Tom Schwab: Building Relationships that Drive Business Through Podcasting Aug 25, 2023

Show notes

Tom Schwab, an entrepreneurial force and author whose innovativeness has established him as a pioneer in podcast interview marketing. With roots rooted in the Midwest and an educational background forged in the U.S. Naval Academy, Tom's journey is as fascinating as it is inspiring. From running nuclear power plants to delivering masterful corporate solutions, his eclectic professional journey has been marked by relentless learning and exploration. These experiences, combined with his unique perspective that the ordinary can often make for the extraordinary, have shaped his approach to podcast interviews as powerful tools for connection, idea-sharing, and business growth.

Listen to this informative Legacy Leaders episode with Tom Schwab about The Power of Podcast Interviews, Tom's Process with Clients, Success Story: CPA Finding Clients, Myths and Misconceptions About Podcasting and Ideal Clients for Podcasting.

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

● Uncover the compelling role of podcast interviews in forming strategic alliances and invigorating company expansion

● Understand the critical significance of zeroing in on content quality rather than overloading on quantity in podcasting

● Dispel preconceptions about the simplicity of setting up and upkeeping a podcast

● Recognize how to utilize your specialized knowledge in the podcasting realm

● Learn how Interview Valet assists its clientele in eliminating invisibility and finely getting attuned with their desired group of listeners

Connect with Tom Schwab:

Website: https://interviewvalet.com/

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

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

Twitter:https://twitter.com/IAmTomSchwab

YouTube: https://www.youtube.com/channel/UCuSNLwNEIU787_7l34HaS8A

Email: Tom@InterviewValet.com

Get a FREE Copy of Tom’s Book: https://interviewvalet.com/legacy/

With your Host: Stan Miller

Connect with Stan Miller:

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

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

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Brett Hughes: Maximizing Wealth Through Income Tax Planning Aug 23, 2023

Show notes

Brett Hughes is a Certified Financial Planner (CFP) at Centura Wealth Advisory with over 15 years of experience serving high-net-worth individuals, corporate executives, and business owners. He lives in San Diego with his wife and son. Outside of the office, you can typically find him on his mountain bike or out camping with his family. He has a passion for helping others and does so through comprehensive planning with a focus on income tax, wealth transfer (estate), retirement, insurance, and investments. Brett's transparent approach and straightforward ability to distill complex topics into understandable strategies have made him an instrumental figure in the finance community.

Listen to this informative Legacy Leaders episode with Brett Hughes about Ideal Clients, Being a Trusted Advisor, The Role of a Wealth Advisor, Best Referral Sources, and The Importance of a Professional Team.

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

● Uncover the crucial role comprehensive financial planning plays in securing your future

● Find the hidden value a trusted advisor brings to financial decision-making

● Discover why early engagement with financial advisors might be your financial game changer

● Learn the best ways to maximize tax savings through intelligent income tax planning

● See how collaboration between financial professionals can magnify your financial potential

Connect with Brett Hughes:

Website: https://centurawealth.com/

LinkedIn: https://www.linkedin.com/in/brett-hughes-cfp%C2%AE-8853ab40/

Email: bhughes@centurawealth.com

With your Guest Host: Rod Hatley

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

Connect with Rod Hatley:

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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Lee Phillips: The Key to Asset Protection and Tax Planning Success Aug 21, 2023

Show notes

Lee R. Phillips is a prominent figure in the fields of law, finance, and education. He is a United States Supreme Court Counselor and Federal Tax Court Attorney with a diverse background. Holding advanced degrees in geology and chemistry, he's also been licensed in real estate, mortgage brokering, securities, and life insurance. He is nationally recognized for his expertise in business structuring, asset protection, tax planning, financial planning, and estate planning. He is the founder of LegaLees LLC, a company specializing in asset protection and tax solutions for high-net-worth individuals. He's authored 19 books and serves on editorial boards of professional publications. With personal experience of the legal system's impact, he's passionate about preventing personal disasters from becoming financial crises. As an engaging speaker, Lee has conducted over 5000 live presentations across the US, Canada, and the Pacific Rim. Through his teaching, he has helped more than a million people grasp legal concepts to enhance their financial well-being and safeguard their assets.

Listen to this informative Legacy Leaders episode with Lee Phillips about Advice for Real Estate Investors, Protecting Your Assets from the IRS, Understanding Taxes and Compound Interest, Using Your Business and Real Estate as Tax Shelters, and Educational Kits for DIY Asset Protection.

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

● Uncover the crucial role of asset protection and tax planning in enhancing the profitability of small businesses and real estate investments

● Delve into the direct influence of the IRS on personal wealth and overall income and the ways to navigate it

● Explore the potential of real estate as a powerful tool for tax minimization and solidify your comprehension of strategic tax planning

● Grasp the fundamental understanding of Limited Liability Companies (LLCs) and their potential uses in maximizing asset protection

● Gain insights into the process of setting up your own LLC and steer through the key areas of asset protection and tax planning effectively

Connect with Lee Phillips:

Website:https://legalees.com/

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

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

Twitter: https://twitter.com/legaLees

YouTube: https://www.youtube.com/LeeRPhillips

With your Host: Stan Miller

Connect with Stan Miller:

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

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

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Carolyn Konecki: Maximizing Insurance Coverage and Service Aug 18, 2023

Show notes

Carolyn is a professional risk manager specializing in personal insurance for successful individuals and families. Her expertise lies in safeguarding tangible assets like luxury homes, vehicles, art, and more. She meticulously assesses risks and liability tied to these assets, providing comprehensive coverage against physical and online threats. With her extensive network, Carolyn matches clients with the ideal insurance solutions, offering top-notch value. She can write personal insurance in all 50 states and a few foreign countries. She graduated magna cum laude from the University of Southern California in 1985 with bachelor’s degree in business and an emphasis in management. She was recruited into the insurance business in 2004, when she joined her husband, John, at Konecki Insurance. After that agency was sold, she joined Cavignac & Associates to start their Private Client division. She received her Certified Private Risk Manager designation in March, 2018, the first person in San Diego to achieve that designation. She is very involved in the San Diego community and is a member of several professional and charitable organizations.

Listen to this informative Legacy Leaders episode with Carolyn Konecki about Legacy and Insurance, Insurance companies and setting rates, Unfair pricing and limited options, Challenges with the California Fair Plan, and Importance of regular meetings and excellent service.

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

● Delve into the intricate challenges surrounding California's insurance rates and their far-reaching effects

● Clearly grasp why speedy ratification of rates is crucial for enhancing capability and fostering a competitive market

● Unearth distinct disparities in property insurance premiums for comparable properties across California

● Shed light on the limitations and imperfections of the California Fair Plan

● Discern the pivotal role of ongoing interaction with insurance brokers for maintaining up-to-date coverage and premium service

Connect with Carolyn Konecki:

Website:https://cavignac.com/

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

Phone: 619-744-0545

Email: ckonecki@cavignac.com

With your Guest Host: Rod Hatley

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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Jeffrey Katz: Strategies for Effective Tax and Estate Planning for Business Owners Aug 16, 2023

Show notes

Jeffrey Katz, a tax and business attorney started his law practice in 2000 after working as a solo tax accountant and CPA. Now, he's recognized by SuperLawyers as amongst the Top 5 percent of tax and estate lawyers in Maryland and Washington, DC. Over the last 20 years, he’s prepared over 5,000 estate plans and has administered over $100 million in estates and trust assets. He also represents “C” level executives and their families in their personal and estate planning matters and takes a special interest in charitable planning and plans which allow grantors to impart their values to their beneficiaries. A frequent national speaker for NBI and myLawCLE, he has traveled the country presenting seminars and contributed articles for such outlets as Bloomberg/BNA, Inc., The Washington Business Journal, and MSBA Bar Bulletin. He also runs an estate planning software company which he founded and has appeared on several news shows and legal podcasts. After receiving his undergraduate degree from The American University (Washington, DC), he earned a Juris Doctor from the Chicago-Kent College of Law and a Master of Taxation (LLM) from the University of Miami.

Listen to this informative Legacy Leaders episode with Jeffrey Katz about Estate Tax Exemption Changes, The Need for Insurance, Risky Tax Strategies, Justifying Tax Planning, and Client Relationships and Legacy.

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

● Recognize the crucial role of legacy leaders in shaping a durable, impactful legacy

● Illuminate the drivers compelling individuals towards estate and business planning

● Get a grip on emergent tax law amendments, focusing on the estate tax exemption

● Explore the application of captives in mitigating unique risks and their place in genuine business purpose tax strategies

● Appreciate the importance of client-focused service integration, and the leverage technology brings for superior customer experience

Connect with Jeffrey Katz:

Website:https://www.jdkatz.com/

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

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

Twitter: https://twitter.com/JDKatzPC

Email: jeffrey@jdkatz.com

With your Host: Stan Miller

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ | https://www.americanlegacynetwork.com/aln-home1

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

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Drew Powers: The Value of Comprehensive Advice in Navigating Long-Term Financial Planning Aug 14, 2023

Show notes

Meet Drew Powers, a seasoned financial advisor with a fascinating career trajectory. Borrowing insights from his early days of dealing cards at a casino, he understands that probability and statistics aren't intuitive for most people. This realization led him to his calling: helping others demystify complex financial issues. Part mathematician, part risk handler, he advises an array of clients, from medical professionals to law firm owners. His knack for carving out tax savings and managing investments in a 'Zen simple' fashion sets him apart in a field often characterized by jargon and complexity.

Listen to this informative Legacy Leaders episode with Drew Powers about Enjoyment in Financial Advisory, What It Means to Be a Financial Advisor, The Power of Collaboration, Why Choose a Financial Advisor? And The Importance of Collaboration in Estate Planning.

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

Comprehend the crucial role of unity in bolstering the financial advisory profession
Perceive the heightened interest in openness and independence prevailing in the financial advising community
Learn about the encompassing duties of a financial advisor as a complete consultant
Assess the importance of trust-worthy guidance and referrals in enhancing the quality of financial advice
Realize the issues and biases obstructing the effective learning of estate planning for financial advisors

Connect with Drew Powers:

Website: https://powersfg.com/

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

With your Guest Host: Rod Hatley

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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Raj Aujla: Unlocking the Power of Advanced Healthcare Directives in Estate Planning Aug 11, 2023

Show notes

Raj Aujla, a highly specialized estate planning attorney at Aujla Legal based in Pasadena, California. His career journey alone is fascinating, having pivoted from pursuing a master's degree in cell and molecular biology to studying law and finding a unique intersection between the two fields. Now with nearly 13 years of legal experience, his strong focus is on facilitating the daunting yet vital process of estate planning. His detail-oriented approach has helped countless families protect their wishes, their children, and their legacy. His expertise in advanced healthcare directives in particular will be central to the discussion for this episode.

Listen to this informative Legacy Leaders episode with Raj Aujla about Importance of Estate Planning for the Middle Class, California’s Plan for Those without an Estate Plan, The Difference Between a Will and a Trust, The Importance of Advanced Healthcare Directives and Complete Estate Planning Package.

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

● Realize the value of effective estate planning irrespective of your income bracket

● Witness the potential fallouts in California due to the absence of an estate plan

● Comprehend the distinct roles of wills and trusts in the realm of estate planning

● Understand why an advanced healthcare directive plays a pivotal role in your estate plan

● See the advantages a Limited Liability Company (LLC) brings to your business structure

Connect with Raj Aujla:

Website:https://aujlalegal.com/

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

Email: raj@aujlalegal.com

With your Guest Host: Tim Garrity

Timothy S. Garrity is a CFA and President at Paragon Capital Partners, they serve a select clientele who have built significant wealth through a combination of business and professional success, as well as prudent investment decisions. They introduce their clients to opportunities and solutions that they often did not know existed. In many cases, they help them shift their paradigms to recognize that special and exclusive strategies are available to them due to their exceptional success and wealth stratum.

Connect with Tim Garrity:

Website: https://paragoncapitalpartners.com/

LinkedIn: https://www.linkedin.com/in/tim-garrity/

Email: info@paragoncapitalpartners.com

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Solimar Rodriguez: The Urgent Importance of Estate Planning Aug 09, 2023

Show notes

Meet Solimar Rodriguez, an estate planning attorney with a zeal for protecting her clients' legacies. Born and raised in Puerto Rico, she has dual bar admission in Puerto Rico and Florida, providing her with a unique understanding of the legal systems. Soli's journey into law was not a straight path. Initially seeking a career in advertising and media, Soli heeded her family legacy in law, discovering her fervor for estate planning whilst helping families navigate their legal needs. Her focus now lies on creating tailored estate plans, with a particular focus on incapacity documents. Soli's passion and commitment shine through as she educates her clients on the importance of planning ahead.

Listen to this informative Legacy Leaders episode with Solimar Rodriguez about Misconceptions About Wills, The Importance of Estate Planning, The Consequences of Delaying Estate Planning, Taking Care of Incapacitated Individuals, and Naming Beneficiaries and Trusts.

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

● Uncover the critical importance of precise estate planning and probate methodologies

● Traverse the intricate landscape of Spanish laws and civil codes as they relate to estate planning

● Hear compelling stories of transformative experiences that shaped legacies through strategic estate planning

● Identify the demands of catering to the unique needs of both children and aging parents in estate planning

● Unravel common assumptions about wills and grasp the necessity of comprehensive estate planning

Connect with Solimar Rodriguez:

Websites:https://www.trustsrslegal.com/

https://wfplaw.com/

LinkedIn: https://www.linkedin.com/in/solimar-rodriguez/

Phone: 954-947-6053

Email: Soli@TrustSRSLegal.com

SRodriguez@wfplaw.com

With your Guest Host: Carol Dewey

Carol Dewey is an experienced educator, speaker, author, and financial planning strategist. Her passion lies in motivating people to take action for a better future. Through her educationally-based financial planning company, she helps clients gain clarity and confidence in their financial decisions. Using her proprietary process, the Perpetual Wealth Navigation Solution, Carol has guided numerous individuals toward financial success without unnecessary risks. Her ultimate mission is to empower individuals, families, and business owners to achieve long-term financial security.

Connect with Carol Dewey:

Website: https://www.perpetualwealthfinancial.com/

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

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Gordon Fischer: Tips for Making Estate Planning Easy and Stress-Free Aug 07, 2023

Show notes

Gordon Fischer, a seasoned lawyer with over 25 years of experience reveals his strategies for making the estate planning process easy and stress-free for his clients. Fischer's background includes serving as a student government leader at the University of Iowa, earning a summa cum laude law degree from Southern Illinois University, and working as a clerk for the Iowa Court of Appeals. He was later a partner at the firm Bradshaw, Fowler, Proctor, and Fairgrave, P.C. before becoming Vice President of Gift Planning Strategies for the Community Foundation of Greater Des Moines. He holds the Chartered Advisor in Philanthropy designation from The American College of Financial Services.

Listen to this informative Legacy Leaders episode with Gordon Fischer about Misconceptions about Estate Planning, Nonprofit Legal Services, the Importance of Lawyers in protecting Freedoms, Overcoming Hesitation in Estate Planning, and The Consequences of No Estate Planning.

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

● Realize the inherent value in strategically planning for your estate to protect your loved ones

● Ascertain how nonprofits can thrive with the right legal assistance

● Debunk common misapprehensions about estate planning and where you can find reliable resources

● Master the art of making estate planning an effortless task, reducing stress for clients

● Grasp the importance of keeping up with employment law and compliance in the nonprofit sector

Connect with Gordon Fischer:

Website:https://www.gordonfischerlawfirm.com/

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

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

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

Email: gordon@gordonfischerlawfirm.com

With your Guest Host: Michael Clanin

Michael is an experienced former educator turned financial and insurance professional with 14 years of experience. He resides in Cedar Rapids with his wife, Carla, and their three children. Michael's approach with clients is through guidance and education. He specializes in retirement planning, income planning, legacy planning, annuities, life insurance, and Medicare. He is dedicated to safeguarding his clients' retirement funds and is committed to providing honest and integrity-driven service. He values long-term relationships with his clients and enjoys spending time with family and friends, traveling, hiking, biking, and reading.

Connect with Michael Clanin:

Website: https://safemoneyfirst.com/michael-clanin/

LinkedIn: https://www.linkedin.com/in/michael-clanin-0a567a96/

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