Legacy Leaders

Latest Episodes:

Reinventing Retirement: Philanthropy, Consulting & More featuring Justin Smith Jul 07, 2023

Show notes

Justin Smith, a financial advisor and wealth management expert with 18 years of experience in the industry. With a keen interest in investments and taxes, he has dedicated his career to helping corporate executives and individuals in the C-suite navigate the complexities of tax planning. Recently, his focus has shifted towards advising clients on hybrid retirement and semi-retirement, helping them find a balance between work and leisure in their golden years. Justin's unique approach to financial planning has led to the creation of a workbook and webinar series aimed at assisting clients in achieving their ideal retirement vision.

Listen to this informative Legacy Leaders episode with Justin Smith about Charitable Work in Retirement, Health & Activity Goals, Starting Early & Being Deliberate, Proactive Tax Planning, and The Role of Accountability and Counsel.

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

● Uncover the innovative methods Justin Smith employs in hybrid retirement planning

● Recognize the vital role tax planning plays in a secure and worry-free retirement

● Familiarize yourself with Smith's holistic retirement planning process

● Expand your horizon with inspiring activities in retirement, emphasizing philanthropy and consulting opportunities

● Benefit from Smith's free retirement goal-setting and financial planning workbook

Connect with Justin Smith:

Website: https://savantwealth.com/

LinkedIn: https://www.linkedin.com/in/justindavidsmith1/

Workbook: https://www2.savantwealth.com/CareerCrossroadsWorkbook

On-Demand Webinar: https://savantwealth.com/victory-lap-starting-line/

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Mastering Church Security and Planning featuring Zale Dowlen Jul 05, 2023

Show notes

Zale Dowlen, a multifaceted attorney with a heart for helping others, shares his insights on working with churches on church planning and security teams. With a unique background in insurance, estate planning, and personal injury law, he brings a wealth of knowledge and experience to the table. His passion for ministry and serving others shines through in his work, as he strives to create a safe and welcoming environment for church communities. Zale's expertise in navigating complex legal challenges and his dedication to making a difference makes him a trusted resource for church leaders seeking guidance in this important area.

Listen to this informative Legacy Leaders episode with Zale Dowlen about Church Planning, Zale’s Legacy Planning Workbook, Planning Seminar, Zale’s Legacy, and Church Security Teams.

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

● Acquire knowledge on crucial estate planning concepts designed specifically for low and middle-income clients

● Enhance the process of estate planning by simplifying strategies and building trust with your clients

● Recognize the significance of long-term care insurance and annuities in securing an effective legacy plan

● Engage productively with church representatives to create reliable church planning and safety measures

● Embrace an empathetic and harmonious approach to legacy planning that transcends traditional legal documentation

Connect with Zale Dowlen:

Website: https://www.zaledowlen.com/

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

Twitter: https://twitter.com/ZaleDowlen

Facebook: https://www.facebook.com/Zale.Dowlen.Attorney

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

YouTube: https://www.youtube.com/channel/UCCaqHPfMvGTQ0qUW7lJS8qg

Email: youmatter@zaledowlen.com

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Creating Financial Success for Law Firm Owners featuring Darren Wurz Jun 30, 2023

Show notes

Darren Wurz is a respected authority on retirement planning for law firm owners, as well as a published author and national public speaker. As an experienced financial planner, He specializes in helping law firm owners plan and prepare for retirement and succession. He is the author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. He is also the host of The Lawyer Millionaire Podcast.

As a small business owner himself, he is familiar with many of the challenges law firm owners face. He holds a CERTIFIED FINANCIAL PLANNER™ designation and earned his master’s degree in financial planning from Golden Gate University. He is a member of the American Bar Association and the Financial Planning Association. He currently works and resides in the Toledo, Ohio area but works remotely with clients in all 50 states.

Listen to this informative Legacy Leaders episode with Darren Wurz about Challenges for Law Firm Owners, Goal Setting for Attorneys, Succession Planning for Law Firms, Importance of Managing Cash Flow, and The Power of Specific Goals.

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

Overcome the hurdles in financial planning for a flourishing law practice
Enhance work-life balance by mastering delegation and building a solid team
Implement systems and processes for injecting value into your law firm
Skillfully maneuver through hidden assets while creating succession plans
Harness the power of compounding to prioritize retirement savings

Connect with Darren Wurz:

Website: https://wurzfinancialservices.com/financial-planning-attorneys/

LinkedIn: https://www.linkedin.com/in/darren-p-wurz/

Twitter:https://twitter.com/wurzfinancial?lang=en

Facebook: https://www.facebook.com/darren.wurz.3

Email: dpw@wurzfinancialservices.com

Book: https://wurzfinancialservices.com/the-lawyer-millionaire-the-book/

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Navigating Complex Estate Planning Issues with Jeff Meyerson Jun 28, 2023

Show notes

Jeff Meyerson, a seasoned attorney specializing in estate planning and corporate law. With a knack for building personal and professional relationships with his clients, he takes a fresh approach to the legal world. Originally from Tucson, Arizona, he pursued a career as a pro golfer before attending law school at the University of Arizona. Over the years, he has represented a diverse range of clients and founded the Meyerson Law Firm in 2010. His passion for helping others navigate the complexities of estate planning, especially when it comes to blended families and capacity issues, makes him a valuable resource for those in need of guidance.

Listen to this informative Legacy Leaders episode with Jeff Meyerson about Challenges in Estate Planning, Common Misconceptions in Estate Planning, Success in Estate Planning, Personal Touch in Estate Planning, and Why Estate Planning.

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

● Strengthen personal connections with clients for long-term success

● Realize the critical role that estate planning plays for business owners

● Uncover common misconceptions hindering effective estate planning

● Overcome challenges faced by blended families and capacity issues in estate planning

● Learn how advanced planning strategies saved millions in taxes for others

Connect with Jeff Meyerson:

Website: https://radixlaw.com/

LinkedIn: https://www.linkedin.com/in/jeffrey-meyerson-4902a71b/

Twitter: https://twitter.com/jeffreymeyerson

Email: meyerson@radixlaw.com

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Mastering Online Succession Planning featuring Lee Poskanzer Jun 21, 2023

Show notes

Lee Poskanzer is the CEO of Directive Communication Systems (DCS), a technology company delivering digital asset property succession management solutions for professional advisors, their clients, and Representatives involved with managing wealth and estate planning, and administration. Prior to launching DCS, he successfully led product innovation for many of the most recognized Fortune 500 companies including American Express, Safeway, PolyGram Video and Staples, and others. He has transitioned products and services from innovation to industry standards and practices for the legal tech, fintech, entertainment, and consumer services categories. With the launch of DCS, he quickly recognized the opportunity to help address the unfamiliar and rapidly expanding challenges and complexities that face legal practitioners in handling the new classification of digital property. He has become a respected authority in the area of digital asset succession and has instructed CLE courses for the American Bar Association, ACTEC, STEP International, several state and local Bar Associations, NAEPC chapters, and other industry associations.

Listen to this informative Legacy Leaders episode with Lee Poskanzer about Digital Property Provisions in Legal Documents, Incorporating DCS into Legal and Financial Services, DCS and Post-Death Administration, Crypto Accounts, and Changing Wording in Documents.

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

● Gain insight into the process of managing digital properties after a family member or friend has passed away

● Embrace the importance of having a strategic plan in place for securing your digital assets

● Overcome the difficulties of obtaining access to digital properties without well-devised planning

● Unveil the forward-thinking approach of lawyers when addressing digital assets in estate plans

● Examine the perks of using Directive Communication Systems to efficiently handle digital account management

Connect with Lee Poskanzer:

Website: https://www.directivecommunications.com/

LinkedIn: https://www.linkedin.com/company/directive-communication-systems/

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

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

Twitter: https://twitter.com/directivecomms

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Business Succession & Estate Planning featuring Sandra Portney Jun 16, 2023

Show notes

Sandra Portney, a highly skilled attorney with over 25 years of experience in corporate and real estate transactions, tax succession, estate planning, and business disputes. Sandra's passion for helping entrepreneurs and businesses succeed shines through her work with both emerging and established companies, along with nonprofit organizations. She is a proud graduate of Arizona State University College of Law and has a fascinating background in business, having run her own successful company for seven years before pursuing her legal career. Sandra's expertise in estate planning and business succession is a valuable asset to any small business owner looking for guidance and support in building a comprehensive plan for the future.

Listen to this informative Legacy Leaders episode with Sandra Portney about Personalized Estate Planning, Limitations of Cookie Cutter Solutions, Maintaining an Accurate Financial Record, Creating a Business Succession Plan, and Mitigating Legal Disputes.

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

● Appreciate the power of personalized estate planning in securing your financial legacy

● Recognize the limitations of cookie-cutter solutions like LegalZoom for your unique needs

● Keep track of noteworthy updates or transactions to maintain an accurate financial record

● Create a robust business succession plan to facilitate a smooth transition during unforeseen events

● Mitigate legal disputes by employing foresight and planning in your business succession strategy.

Connect with Sandra Portney:

Website: https://www.warnerangle.com/

LinkedIn: https://www.linkedin.com/in/sandra-portney-7a92605/

Email: sportney@warnerangle.com

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Empowering Couples on the Road to Wealth featuring Taylor Kovar Jun 14, 2023

Show notes

Taylor Kovar, a passionate entrepreneur and founder of Kovar Wealth, is a dedicated advocate for financial education and legacy-building through serving others. With his unique background, Taylor has taken his experiences from growing up in a converted barn in East Texas to becoming a successful business owner and Certified Financial Planner. He believes in the power of hard work and perseverance, and alongside his wife Megan, Taylor shares his expertise in financial planning and relationship building with couples, helping them create strong foundations for their future together. As a loving father of three, Taylor also focuses on teaching his kids about financial literacy and the importance of understanding the world around them.

Listen to this informative Legacy Leaders episode with Taylor Kovar about Financial Honesty with your Spouse, Empowering your Children with Financial Literacy, Building a Lasting Legacy, Mastering Financial Management Strategies, and Balancing Faith, Family & Finances.

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

● Strengthen your marriage by understanding the significance of transparent communication and financial honesty with your spouse

● Empower your children with essential financial know-how to ensure they grow up to be responsible, money-savvy adults

● Discover the importance of building a lasting legacy through serving others and making a positive impact on your community

● Unlock the secrets to overcoming adversity by mastering effective financial management strategies

● Achieve harmony in life by learning how to balance faith, family, and finances for a fulfilling existence

Connect with Taylor Kovar:

Website: https://kovarwealth.com/ , https://themoneycouple.com/ , https://themillionairemarriage.com/

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

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

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

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Demystifying Estate Planning featuring Lois Vitti Jun 09, 2023

Show notes

Lois Vitti is passionate about helping clients through difficult circumstances. She handles family matters, including, high net-worth divorces, support, and custody matters. She also assists clients with family conflicts arising from powers of attorney, guardianship, wills, and estate administration. She is trained as a mediator and collaborative attorney.

She often speaks at conferences, universities, and seminars in the areas of business leadership, family and elder law, foreclosure, bankruptcy, and litigation. She has held leadership positions and served on committees as a member of PBA, ACBA, CLASP, and MBA. She is a member of the Family Law, Elder Law, Commercial and LGBTQ Committees of the ACBA, as well as the In-House Committee, Estate and Real Estate and LGBTQ Committees of the Pennsylvania Bar Association. She is committed to her community and volunteers in many local activities and serves on several Boards of Directors.

She holds a B.A. from American University in Washington D.C. She received her J.D. from Widener University School of Law in Delaware. After fifteen years of practice in New York City, she returned home to join her father’s practice. She currently handles matters in Pennsylvania, New York, and New Jersey.

Listen to this informative Legacy Leaders episode with Lois Vitti about Estate Planning & Legacy Protection, Common Misconceptions, Challenges in Estate Planning, Ideal Clients, and Helping People.

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

● Grasp the significance of estate planning for attaining peace of mind

● Debunk common myths and misunderstandings related to estate planning

● Develop a tailored estate plan that suits your individual needs and preferences

● Determine the key qualities of an ideal client for successful estate planning

● Recognize the undesirable outcomes of not having a proper estate plan in place

Connect with Lois Vitti:

Website: https://www.vittilaw.com/

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

Email: loismvitti@vittilaw.com

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Empowering Women Through Financial Transitions featuring Keith Brandt Jun 07, 2023

Show notes

Keith Brandt, a financial advisor with a wealth of experience, brings a unique perspective to managing complicated family situations. With over 40 years in the industry, Keith has seen it all, and he's been a trusted advisor to countless clients, especially women in financial transition. As a co-founder of California Wealth Transitions, Keith has developed a keen understanding of the complex needs of women facing major life changes, such as retirement, divorce, or the loss of a spouse. His dedication to helping clients navigate these challenging times has made him a sought-after expert in his field.

Listen to this informative Legacy Leaders episode with Keith Brandt about Women in Transition, Collaboration is Key, Referral Sources, Choosing an Advisor, and Ideal Client.

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

● Understand the power of collaboration between financial experts in achieving client success

● Look into methods that aid women encountering significant financial transformations

● Delve into handling the hurdles that come with managing complex family situations

● Master the process of selecting the most suitable financial advisor for a seamless partnership

● Appreciate the importance of keeping clients' best interests at heart

Connect with Keith Brandt:

Website: https://cawealth.com/

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

Email: advice@cawealth.com

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Empower Your Personal Growth through Transitions featuring Debi Ronca Jun 05, 2023

Show notes

Debi Ronca is both Founder and CEO of Sequoia Transitions Life Coaching, coaching you to higher heights, rooted in strength and clarity.She is an International Best-Selling Author, Certified Transition Life Coach, Speaker, and Certified DISC Trainer with The John Maxwell Team. She is the Host to her podcast called, The Transition Bridge Podcast. Debi is also a Trained Prayer Minister with Elijah House Ministries.

Her book, The Family Letter has reached an International Best Seller status. Her book has been touching hearts and having a powerful impact on families all over the world. She has been a featured speaker at numerous Business Summits and Women’s Business Groups as well as Women’s Spiritual Events and International Podcasts.

Listen to this informative Legacy Leaders episode with Debi Ronca about The Power of Words, Tools for Successful Transitions, Transition and Trauma, Leaving a Legacy, and Warmth and Encouragement.

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

Embark on the transformation journey by discovering growth opportunities through reflection and assessment
Harness the potential of language to convey heartfelt appreciation and love by crafting thoughtful messages
Confront and disentangle inhibiting beliefs and past traumas amidst life changes
Unearth detrimental mindsets and life imprints hindering self-enhancement
Steer through life-altering scenarios with a sound frame of mind and a tight-knit network of support

Connect with Debi Ronca:

Website: http://www.debironca.com/

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

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

Twitter: https://twitter.com/AuthorDebiRonca

Email: debironca@gmail.com

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