Legacy Leaders

Latest Episodes:

Greg Nussbickel: Breaking the Myth of Estate Planning Procrastination Feb 19, 2025

Show notes

Greg, a distinguished attorney with a background in finance and law, has seamlessly transitioned from contract law to specialize in estate planning. With over 17 years of experience, Greg's commitment to making estate planning accessible and efficient has helped thousands of clients secure their financial futures. Join us to discover Greg's unique approach to overcoming procrastination and ensuring families have peace of mind with their estate plans.

Listen to this informative Legacy Leaders episode with Greg Nussbickel about the importance of ongoing estate planning.

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

· Greg explains the importance of estate planning as an ongoing process that requires periodic reviews and adaptations.

Greg offers modern, efficient, and remote estate planning services to help clients overcome procrastination. Timely preparation is crucial to avoid lengthy probate processes and provide financial relief to families.

· Greg explains estate planning goes beyond inheritance and encompasses various financial instruments, taxes, and post-death management of bills and health information.

Connect with Greg:

Website: www.Will.Estate

LinkedIn: https://www.linkedin.com/in/gregory-nussbickel-jd-llm-810ba97/

With Your Guest Host Josh Meyer

Josh is a devoted father, husband, and entrepreneur with 16 years in financial services. He helps individuals and families design and pursue their true legacy, guiding business and family leaders toward balance and alignment.

Josh's passion for legacy planning stems from personal trials, including a near-fatal accident and a battle with cancer, deepening his appreciation for time and purpose. As a qualifying member of the Million Dollar Round Table, he brings expertise and credibility to his mission.

Connect with Josh:

Website: www.yourpeaklegacy.com

LinkedIn: www.linkedin.com/in/JoshSmeyer

IG: @peaklegacypartners

FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972

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Georgette Pascalle: Targeted Engagement: Marketing's Quality Revolution Feb 12, 2025

Show notes

Known as “The Connector,” Georgette Pascale has over 25 years of experience in PR, marketing, communications, digital, social media, IR, business development, entrepreneurship, and agency leadership (the agency she founded, grew, and sold was completely virtual two decades ago, way pre pandemic). She is a recognized speaker and highlights her best accomplishments are being a single mom and boxer, rather than talk about her awards, board appointments and accolades.

Listen to this informative Legacy Leaders episode with Georgette Pascalle about authenticity, trust, reputation management, targeted marketing, and effective communication.

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

● Georgette discusses prioritizing building trust and authenticity through PR, grassroots strategies, and testimonials before venturing into advertising.

● Georgette highlights the importance of prioritizing quality over quantity in marketing strategies. Instead of overwhelming potential clients with excessive advertisements, she advocates for a more targeted, thoughtful approach that fosters genuine connections.

● Georgette explains recognizing your clients' preferred communication style can resolve many challenges. Adapting your approach to align with their preferences fosters smoother, more efficient, and effective interactions.

Connect with Georgette:

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

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

Facebook: https://www.facebook.com/profile.php?id=61557847648052

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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Richard Mills: Community-Driven Philanthropy through Donor Advised Funds Feb 05, 2025

Show notes

Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals.

A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan Trust. He is updating the ABA’s Charitable Gift Planning: A Practical Guide for the Estate Planner and serves on nonprofit boards.

Listen to this informative Better Business, Better Life episode with Richard Mills about estate planning and charitable giving.

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

● Richard highlights donor-advised funds as a way to make philanthropy more accessible, allowing families to foster generosity and honor loved ones through charitable giving.

● Richard explains qualified charitable distributions from retirement accounts as an effective strategy for blending charitable giving with estate planning, allowing individuals to support their favorite causes while enjoying tax benefits.

● Richard emphasizes the importance of collaborating with estate planners, accountants, and gift planners to effectively navigate the complexities of charitable giving.

Connect with Richard:

Website: https://shrr.com/our-people/richard-mills/

LinkedIn: https://linkedin.com/in/richard-rick-mills-712b401b

Connect with Terry:

Website: https://www.dupontadvisory.com/

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

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Carrie Zatelli: Wealth Transfer through Real Estate Investing Jan 29, 2025

Show notes

Carrie Zatelli is an attorney, entrepreneur, investor, and mother. She is the founder and president of Sky Capital, LLC, where she helps investors achieve financial freedom through multifamily apartment investments, ensuring safe and clean living environments.

Before her work in multifamily investing, Carrie co-founded Walkway Restoration, Inc. in 2014, specializing in sidewalk safety and compliance solutions for both low-income and fair market rate multifamily housing nationwide.

Listen to this informative Legacy Leaders episode with Carrie Zatelli about Transitioning from Law to Real Estate Investing

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

● Carrie points out that unlike the legal field, success in real estate isn’t determined by the number of hours worked. Instead, recognizing the importance of efficiency and strategic decision-making can lead to a more balanced and successful career.

● Real estate investing enabled Carrie to build wealth while maintaining a healthy work-life balance. By aligning career choices with personal values, professionals can achieve financial success without compromising well-being.

● Carrie explains her success in real estate stemmed from collaborating with experts and leveraging their knowledge within investment teams. Building a strong network and utilizing diverse skills helps navigate challenges and capitalize on opportunities in the market.

Connect with Carrie:

Instagram: https://www.instagram.com/skysyndication?igsh=N2MybTRhZXN0dHE4

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

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

With your Guest Host: Josh Meyer

Josh is a devoted father, husband, and entrepreneur with 16 years of experience in financial services. He is passionate about helping individuals and families design and achieve their legacy vision, focusing on balance and alignment in both business and personal life.

Josh’s commitment to legacy planning was shaped by transformative experiences, including a near-fatal accident and a battle with cancer, which deepened his appreciation for time and purpose. As a member of the Million Dollar Round Table, Josh brings expertise and credibility to his mission of empowering clients to live their legacy.

Connect with Josh:

Website: www.yourpeaklegacy.com

LinkedIn: www.linkedin.com/in/JoshSmeyer

IG: @peaklegacypartners

FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972

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Optimizing Business Decisions for Law Firm Success Jan 22, 2025

Show notes

John Scott, a Partner in Tax at Anders for over 30 years, specializes in advising law firms on maximizing profits and minimizing taxes. With a proven track record, he has guided firms of all sizes in optimizing cash flow, leveraging KPIs, and navigating complex tax codes.

John analyzes financial statements to identify actionable strategies for improving profitability and cash flow. He helps law firm owners focus on practicing law by providing tailored advice on staff utilization, dynamic forecasting, hiring decisions, career path development, trust accounting, and partner distributions.

Listen to this informative Legacy Leaders episode with John Scott about optimizing financial processes for law firms.

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

● John emphasizes the importance of leverage in law firms, indicating that maintaining a 3-to-1 ratio of professionals per file can increase profitability and sustainability.

● John explains hiring a virtual CFO can provide substantial cost savings and process improvements compared to traditional CFO roles.

● John promotes a subscription-based flat fee billing model, ensuring clients know their annual fee divided by 52 and pay on a weekly basis.

Connect with John:

Website: https://anderscpa.com/

John's LinkedIn: https://www.linkedin.com/in/john-c-scott-cpa

Company LinkedIn: https://www.linkedin.com/company/vcfobyanders/

YouTube: https://www.youtube.com/@vcfobyanders

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

Facebook: https://www.facebook.com/@vcfobyanders

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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Empower Your Team: Transformative Leadership Strategies Jan 15, 2025

Show notes

Randy Gravitt is an author, speaker, and executive coach who encourages leaders to reach their potential. In 2014, Randy founded Lead Every Day, where he currently serves as the CEO (Chief Encouragement Officer), leading a team of coaches and consultants who work with high-performance leaders, organizations, and teams around the world. As a speaker, Randy delivers keynotes and training workshops on the topics of leadership, culture, team building, organizational effectiveness, and peak performance. Those he works with include: Chick-fil-A, Grand Hyatt, Fellowship of Christian Athletes, Kroger, and the Winshape Foundation. He has also served as one of the leadership coaches for the Pittsburgh Pirates and the Buffalo Bills.

Listen to this informative Legacy Leaders episode with Randy Gravitt about empowering your team.

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

● Randy discusses the importance of self-leadership and work-life balance as foundational aspects of effective leadership.

● Randy advocates for servant leadership, emphasizing the importance of supporting and holding others accountable to create a positive and high-performing environment.

● Randy addresses the importance of leadership fundamentals such as alignment and engagement in achieving organizational success.

Connect with Randy Gravitt:

Website: randygravitt.com

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

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

X: https://x.com/randygravitt

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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The Evolution of Retirement Planning Strategies in California Jan 08, 2025

Show notes

Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resident business owners. Dustin has worked in the areas of entity formation, estate planning, transactional, risk mitigation and creditor exemption planning, as well as trust administration and litigation.

Listen to this informative Legacy Leaders episode with Dustin Nichols about retirement planning.

Here is what to expect on this week’s show:
Dustin stresses the significance of staying informed about the changes in retirement laws and being proactive in reassessing asset protection strategies to mitigate risks associated with creditor claims.
Dustin explains PRTs offer a unique opportunity to shield retirement assets effectively. By understanding and utilizing these trusts, individuals can secure their savings from potential legal threats.
Dustin discusses the importance of not overlooking exemptions and maximizing their benefits for personal and client welfare.

Connect with Dustin:

Website: https://www.dinapc.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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The Power of Personal Branding in Marketing Success Dec 11, 2024

Show notes

Paige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA. Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations. She graduated from Stanford University and Harvard Business School. Paige serves on several Boards, is a popular speaker and columnist who has written for Entrepreneur and Forbes.

Listen to this informative Legacy Leaders episode with Paige Arnof-Fenn about personal branding.

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

Paige suggests identifying what sets you apart from others in your industry and using that as a competitive advantage.
Paige understands technology plays a significant role in today's business environment, but she reminds us not to overlook the importance of human connection.
Paige advises individuals to ensure that their digital footprint represents them in the best possible light, without any "digital dirt" that could tarnish their brand image.

Connect with Paige:

Website: www.mavensandmoguls.com

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

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

Nicholas Pope: Tailored Financial Strategies: Key to Long-Term Financial Success Dec 04, 2024

Show notes

Nicholas Pope's mission is to have a positive impact on people. Professionally, he has chosen to help clients and their families plan for and maintain a financial sense of confidence by implementing strategies designed to preserve the wealth clients have created and helping to build a legacy for future generations.

Listen to this informative Legacy Leaders episode with Nicholas Pope about tailored financial strategies.

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

● Nicholas emphasizes the significance of pursuing certifications like the Certified Financial Planner (CFP) designation to align his professional goals with his aspirations.

● Nicholas’ firm, Washington Avenue Advisors, focuses on providing personalized financial strategies tailored to each client's unique needs and goals. This approach emphasizes the importance of customized financial planning to ensure that clients' individual circumstances are taken into account for effective wealth management.

● Nicholas discusses The Legacy Lab project. A project at Washington Avenue Advisors that assists business owners in planning for the future, ensuring that their personal and financial goals are aligned for a smooth transition or sale.

Connect with Nicholas Pope:

Website: www.waadvisors.com

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

With your Guest Host: James Moore

James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

Website: https://mooreandkerbawy.com/

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Dr. Lynn Banis: Understanding Family Dynamics in Times of Grief Nov 27, 2024

Show notes

Dr. Lynn Banis is passionate about empowering others through her expertise in human behavior and development. Several years ago, she made the challenging decision to close her long-term coaching practice to care for her mother until her passing. In the span of just three years, Dr. Banis experienced profound personal loss, losing her mother, younger brother, and husband. Emerging from this dark period of grief, she realized that her PhD in human behavior, decades of experience in human development, and extensive work in coaching and grief recovery uniquely positioned her to help others navigate similar challenges. Motivated by this insight, she founded Widows Rising Together, a program designed to empower widows to overcome loneliness, rediscover purpose, and build fulfilling lives that inspire and leave a lasting legacy.

Listen to this informative Legacy Leaders episode with Dr. Lynn Banis about grief.

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

● Dr. Lynn emphasizes the importance of being there for grieving individuals, not just with words but also with actions.

● Dr. Lynn explains it is essential to recognize and respect the different stages of grief that individuals may go through. By acknowledging where the grieving person is in their healing process and offering them the space and time they need, we can provide more effective support.

● Dr. Lynn explains helping the grieving person build a new support system can combat feelings of isolation and loneliness, which are often overwhelming during the grieving process.

Connect with Dr. Lynn:

Website: https://tinyurl.com/anbh9h5r

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites: https://www.jdianerobinson.com/

https://www.innovationpartnersllc.com/

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