Legacy Leaders: Recent Episodes
Stan Miller & Katie Beth Hand
The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.
Scott Kyle is the CEO/Chief Investment Officer at Coastwise Capital Group, a boutique money management firm headquartered in La Jolla, California. He is responsible for strategic investments, portfolio management, and client relations. With over 30 years of experience in public and private company investments, he's executed billions in securities trades. He is also an 11-time Five Star Wealth Manager award winner, co-founder of The Active Network, Inc., and the author of books including Via LaVie and the Friendship Code, Forever Young, and The Power Curve: Smart Investing Using Dividends Options & the Magic of Compounding. He holds Bachelors’ degrees in Economics and International Relations from Tufts University (magna cum laude, Phi Beta Kappa), a General Course Degree in International Relations from the London School of Economics, and an MBA from Harvard University. He is a two-time world and nine-time national champion in sailing, an Academic All-American (Tufts sailing), an Ironman triathlon finisher, and a 3rd-degree black belt in Shaolin Kempo. And he’s involved in various nonprofit organizations. Listen to this informative Legacy Leaders episode with Scott Kyle about Importance of Trust and Honesty in Financial Advising, The Importance of Financial Planning, Success Story: Retiring and Traveling the World, Role of Emotional Temperament in Investing Strategies and Solid Client Relationships for Reliable Financial Advising.
Here is what to expect on this week’s show: ● Discover the critical importance of trust and honesty in financial advising for successful long-term investments ● Learn how solid client relationships act as the foundation for reliable financial advising ● Gain insight into the surprising role of emotional temperament in robust investing strategies ● Understand the invaluable role of strategic financial planning and effective goal setting in preparing for a secure future ● Realize the profound benefits of estate planning for ensuring peace of mind for you and your loved ones Connect with Scott Kyle: Website: https://www.coastwisegroup.com/ LinkedIn: https://www.linkedin.com/in/scottkyle2/ Facebook: https://www.facebook.com/CoastwiseGroup/ Twitter: https://twitter.com/coastwisegroup Email: scott@coastwisegroup.com With your Guest Host: Rod Hatley Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ LinkedIn: https://www.linkedin.com/in/rodneyhatley/ Facebook: https://www.facebook.com/HatleyLawGroupAPC/ Twitter: https://twitter.com/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
Daniel Goeckel is an estate planning and tax attorney serving clients in Athens, Georgia and the surrounding northeast Georgia area. In addition to estate planning and tax law, he also assists clients with probate and trust administration, Employee Retention Credit claims, and business formations and agreements. He earned his J.D. from the University of Georgia School of Law and his LL.M. in Taxation from the University of Florida Levin College of Law. He is a member of the State Bar of Georgia and a Registered Neutral with the Georgia Office of Dispute Resolution. Listen to this informative Legacy Leaders episode with Daniel Goeckel about Career Path and Mentorship, Ideal Clients and Common Issues, Misconceptions and Procrastination, Challenges of Getting Clients to Follow Through, and Complexity of Estate Planning.
Here is what to expect on this week’s show: ● Uncover the pivotal role of estate and tax planning ● Discover the strategic advantage of proper estate planning ● Recognize the significance of client follow-through with their estate planning ● Debunk the common myths and misconceptions in estate and tax planning ● Look into the impact of educating clients and raising awareness about the importance of commitment and managing expectations. Connect with Daniel Goeckel: Website: https://www.cdavidrowepc.com/ LinkedIn: https://www.linkedin.com/in/danielgoeckel/ Facebook: https://www.facebook.com/dgoeckel With your Guest Host: Jeff Gill Jeffrey Gill is a retirement income specialist with a strong passion for helping people reduce taxes and manage market risks through creative planning. He founded Peak Mutual, specializing in retirement income planning and distribution solutions for clients. As a licensed professional in 46 states, he offers virtual services, saving you time and providing flexible appointment options. The ultimate goal at Peak Mutual is to empower clients with the knowledge and tools necessary to achieve their financial goals and live their best lives. With their expertise and personalized approach, they can help you navigate the complex world of retirement income planning and distribution to achieve your financial dreams. Connect with Jeff Gill: Website: https://peakmutual.com/ LinkedIn: https://www.linkedin.com/in/jeffrey-gill-peakfinancialnetwork/ Email: jeffgill@peakmutual.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Karen Eichman is your “friendly neighborhood attorney,” assisting people and businesses predominantly in the Chester County, Pennsylvania vicinity. She spent nearly 28 years in Kennett Square, initially as Business Manager and later as General Counsel, for a major US mushroom farming organization. She holds dual Bachelor of Science degrees in Business Administration and Accounting from Delaware State University. In 2002, she earned her Juris Doctor from Widener University School of Law while working as a full-time business executive. She is deeply rooted in the Southern Chester County community and actively contributes to local nonprofits. She is licensed to practice law in Pennsylvania since 2002 and the US District Court, Eastern District of Pennsylvania since 2012. A member of the Pennsylvania Bar Association, Karen frequently lectures on labor and employment law, as well as estate planning. Her ultimate goal? To provide her clients with the assurance that their legacy and families are secure. Listen to this informative Legacy Leaders episode with Karen Eichman about Importance of Estate Planning, Fortifying Assets and Streamlining Distribution, Significance of Trust Funds and Powers of Attorney, Challenges in Promoting Estate Planning, and Estate Planning for Young Adults.
Here is what to expect on this week’s show: ● Grasp why estate planning holds value for people of all age-groups ● Delve into techniques to protect your assets and sanction their orderly disbursement ● Comprehend the pivotal part of powers of attorney and trusts in streamlined estate planning ● Discern how adjusting your estate plan to your specific desires can fit your needs perfectly ● Identify how legacy planning safeguards your story for the generations to follow
Connect with Karen Eichman: Website: https://eichmanlawgroup.com/ LinkedIn: https://www.linkedin.com/in/chescoemploymentattorney/ Facebook: https://www.facebook.com/EichmanLaw Instagram: https://www.instagram.com/eichmanlaw/ Email: Assistance@EichmanLawGroup.com Phone: 484-734-0378 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 Compliance401K 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/ Emails: jrobinson@ipfinancialservicesllc.com jrobinson@innovationpartnersllc.com Phone: 412-500-9430 | 470-239-5252 | 724-388-0136 (cell) Learn more about your ad choices. Visit megaphone.fm/adchoices
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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ LinkedIn: https://www.linkedin.com/in/rodneyhatley/ Facebook: https://www.facebook.com/HatleyLawGroupAPC/ Twitter: https://twitter.com/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
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 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.
Connect with Rod Hatley: Website: https://hatleylawgroup.com/ LinkedIn: https://www.linkedin.com/in/rodneyhatley/ Facebook: https://www.facebook.com/HatleyLawGroupAPC/ Twitter: https://twitter.com/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Mikhak Ghorban is a specialist when it comes to family law and immigration, serving the diverse community of San Diego, California. With an initial interest in political law, her trajectory took a turn during her law studies, and she found herself propelled into the world of corporate law. Now, with an enviable blend of corporate and familial legal knowledge, she helps individuals through the complexities of immigration and divorce processes. She's a believer in putting the client first, and she expertly guides them to consider all factors before making momentous decisions. Listen to this informative Legacy Leaders episode with Mikhak Ghorban about Collaborative Divorce, Legacy and Resolving Conflicts, The Importance of Estate Planning in Divorce, Being a Trusted Advisor and Planning and Awareness in Divorce. Here is what to expect on this week’s show: ● Explore the intricate connection between legacy and its role in family law and immigration disputes ● Comprehend the essentiality of forward-thinking financial planning and its impact on divorce scenarios ● Realize the toughness of the road towards financial safety and asset retention for immigration clients ● Grasp the power wielded by a trusted advisor in the context of family law and immigration affairs ● Understand why professional expertise is indispensable to avoid irreversible pitfalls in legal matters Connect with Mikhak Ghorban:
Websites: http://ghorbanlaw.com/ LinkedIn: https://www.linkedin.com/in/mikhak-ghorban-81047220/ Facebook: https://www.facebook.com/ghorbanlaw Phone: (858) 201-4540 With your Guest Host: Rod Hatley Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ LinkedIn: https://www.linkedin.com/in/rodneyhatley/ Facebook: https://www.facebook.com/HatleyLawGroupAPC/ Twitter: https://twitter.com/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
John Creekmur is a well-respected authority in the financial planning industry with a passion for aiding individuals in building and securing their wealth. Even during his teens, he wanted to be in the financial field and, as a result, he pursued his bachelor’s degree in accounting and finance from Cedarville University. In addition, he has completed a Master of Business Administration degree and holds the Certified Financial Planner™ (CFP®) designation. He started his career with a large brokerage firm and transitioned to the investment department at a local bank. In 1995, he started his own firm, which has grown to its present form as Creekmur Wealth Advisors. Listen to this informative Legacy Leaders episode with John Creekmur about Working with Family in the Business, Acquiring Financial Practices, True Wealth Beyond Money, The Role of Faith and Building a Foundation for Life. Here is what to expect on this week’s show:
Unpack the secrets behind successful financial strategizing and goal attainment
Realize the key to setting healthy boundaries and fostering positive relationships with family in the workplace
Master the hurdles tied to transitioning your financial practices, whether it's retirement or a shift in careers
Explore the diverse facets of wealth beyond your bank balance, leading to a fulfilling life of abundance
Learn to infuse your financial and legal planning with a clear sense of your overarching values
Connect with John Creekmur:
Website: https://creekmurwealth.com/ LinkedIn: https://www.linkedin.com/in/johncreekmur/ Facebook: https://www.facebook.com/CreekmurWealth Email: john@creekmurwealth.com
With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Connect with Stan: Website: 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: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Vance is a seasoned entrepreneur, CEO, and lawyer with over 30 years of experience. He co-founded successful software companies like Cherwell Software and GoldMine Software. He was also the CEO of the National Cybersecurity Center and received prestigious awards for his entrepreneurial achievements. He currently serves as co-founder and executive director of Exponential Impact, an entrepreneur accelerator, and holds a position at Thrivers Leadership Institute. He played a crucial role in establishing The Classical Academy, Colorado's largest K-12 charter school. He has received multiple awards and accolades for his entrepreneurial achievements, including the EY Entrepreneur of The Year™ Award and recognition by Goldman Sachs as one of the "100 most intriguing entrepreneurs." Listen to this informative Legacy Leaders episode with Vance Brown about Transitioning from Law to Founding a Software Company, Building a Company while making Ends Meet, Founding a Charter School, Family & Faith and Hope and Legacy Here is what to expect on this week’s show: ● Unearth the secrets behind Vance's thriving entrepreneurial journey intertwined with a great passion for technology ● Witness the genesis and evolution of The Classical Academy charter school, a beacon of educational advancement ● Step into the world of Cherwell Software ● Draw inspiration from how Vance interweaves the themes of entrepreneurship, passion, and legacy in his life's narrative ● Explore Vance's unique perspective on leaving a noteworthy legacy and offering hope to others Connect with Vance Brown:
Websites: https://www.exponentialimpact.com/ https://thrivers.com/ LinkedIn: https://www.linkedin.com/in/vance-brown/ Email: Vancebrown@thrivers.com With your Guest Host: Karl Hering Karl "Doug" Hering (CMA, CPRC, AAMS) is a financial planner with a passion for helping people achieve their dreams and plan their legacy. He has a background in consulting, corporate finance, and accounting. Karl is actively involved in his community through volunteering efforts, including mentoring with Working Fusion and serving on the Colorado Springs Chamber of Commerce finance committee. He's been happily married for almost 40 years and enjoys spending time outdoors and playing pickleball. Connect with Karl Hering: Website: https://www.moneyconcepts.com/khering LinkedIn: https://www.linkedin.com/in/doughering/ Email: khering@moneyconcepts.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Peter Matthies, is a former venture capitalist who embarked on a journey of self-discovery and founded the Conscious Business Institute. Originally from Germany, he began his career in electronic engineering and consulting before starting his own software company. Searching for a deeper purpose in life, he sold his shares and moved to California, immersing himself in tech and finance while also exploring alternative spiritual paths. Today, Peter's Conscious Business Institute helps iconic companies like BMW, Starbucks, and Intel transform their cultures and lead with purpose. Listen to this informative Legacy Leaders episode with Peter Matthies about The Four Quadrants, Impact on Individual Leaders, Impact on Relationships, Legacy vs. Impact, and Plan BE book.
Here is what to expect on this week’s show: ● Discover Peter Matthies' fascinating transition from venture capitalist to the founder of Conscious Business Institute ● Understand the Four Quadrants that create an inspired organization according to the Conscious Business Institute ● Gain insights into Conscious Business Institute's techniques for reshaping company culture ● Learn the significance of transparency and trust in establishing a Conscious Business ● Be among the first to hear about the upcoming release of CBI's book, Plan BE, focusing on authentic living Connect with Peter Matthies: Website: https://consciousbusinessinstitute.com/ LinkedIn: https://www.linkedin.com/in/peter-matthies/ Facebook: https://www.facebook.com/ConsciousBusinessInstitute/ Twitter: https://twitter.com/pmatthies Book: https://plan-be.us/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Meet Jim Rowe, an author, speaker, and marketing expert who has carved an impressive path in the world of strategic brand marketing over the years. With countless career milestones including launching an innovative ad agency and holding the title of outsourced Chief Marketing Officer for numerous clients, his journey is one of consistent adaptation and evolving expertise. His core belief in the power of critical thinking and accurate communication has led Jim to conceptualize the Adapter Method, aimed at nurturing these skills amongst professionals. Listen to this informative Legacy Leaders episode with Jim Rowe about The Skills Gap, Creating a Culture of Communication, The Importance of Teaching Writing, The Missing Link in Education, and The Importance of Mentorship.
Here is what to expect on this week’s show: ● Uncover why strategic writing is the lifeblood of thriving businesses ● Realize the power of closing the skill gap in critical thinking and communication ● Discover the hidden impact of inadequate strategic writing education on future professionals ● Appreciate the value of fostering a culture that prizes strong communication and effective writing ● Grasp the toll poor communication can have on your business and the transformative benefits of mentorship Connect with Jim Rowe: Website: https://www.getyourducksinarowe.com/ LinkedIn: https://www.linkedin.com/in/jim-rowe-8751166/ Facebook: https://www.facebook.com/jimrowemarketing Twitter: https://twitter.com/JamesTRowe Book 1: https://www.amazon.com/Your-Ducks-Business-Writing-Communication/dp/0578355248 Book 2: https://www.amazon.com/Your-Ducks-Rowe-P-T-Communication/dp/0578293307
With your Host: Stan Miller Stan Miller is the managing partner at Pinnacle Legacy Law, has established over 5,000 living trusts, and helps protect more than $4.5 billion in assets. His book "Your American Legacy: Powerful Strategies that Instill Lasting Values for Generations" was written from his experiences working with thousands of clients. Each week Stan and Legacy Director Katie Beth Hand will interview thought leaders and influencers from the world of estate planning. Attorneys, financial advisors, travel experts, health professionals and others with advice on the best ways to create your legacy. Connect with Stan Miller: Website: https://pinnaclelegacylaw.com/ | https://legacyleadersnetwork.org/ LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Pat Dillon, a passionate farming lawyer, embodies the profound knowledge and understanding of agricultural laws, making him highly valued by the rural communities in Northeast Iowa. For almost two decades he has been providing legal support to farmers, Ag businesses, and small entrepreneurs with an unmatched zeal and dedication. As an integral part of the American Agricultural Law Association and the Iowa State Bar AG Law section, he has guided numerous clients through business transition planning, estate planning, and bankruptcy. He further strengthens his commitment towards his clients by authoring an insightful book, Iowa's Farmers Guide to Legal Issues, offering them valuable advice on dealing with legal complexities in farming. Listen to this informative Legacy Leaders episode with Pat Dillon about Why Estate Planning is Important for Farmers, The Consequences of Poor Estate Planning, Success Stories in Estate Planning, Tools for Successful Estate Planning, and The Importance of Maintaining Assets and Treating People Equitably. Here is what to expect on this week’s show: ● Grasp why estate planning emerges as a crucial step in the survival and succession strategies of farming families ● Navigate through the process of fair division among family members when planning estates ● Understand how connecting with professionals across different legal fields can streamline estate planning ● Acquaint yourself with the dynamic, unpredictable changes within the farming sector and their impact on estate planning ● Discover how legal advisors specializing in rural affairs provide indispensable support and advice Connect with Pat Dillon:
Website: https://dillonlawpc.com/ LinkedIn: https://www.linkedin.com/in/pat-dillon-99b8261/ Twitter: https://twitter.com/dillonlaw Facebook: https://www.facebook.com/dillonlawpc Book: https://www.amazon.com/Field-Manual-Farmers-Guide-Issues/dp/1467957577 Email: patdillon@dillonlawpc.com
Connect with Michael Clanin: Website: https://safemoneyfirst.com/ LinkedIn: https://www.linkedin.com/in/michaelclanin Learn more about your ad choices. Visit megaphone.fm/adchoices
Jake Carlson is a gifted storyteller, lawyer, and entrepreneur who specializes in estate planning. Known for his natural charisma and his ability to form immediate connections with others, Jake's approach to law is deeply personal. His work centers around helping individuals protect their assets and ensuring a smooth transfer of wealth to their loved ones. He earned his law degree from California Western School of Law along with an MBA from San Diego State University. He's also authored over 100 leadership articles centered on influence, legacy, and family vision. Away from law, Jake is a self-proclaimed adventure junkie with a love for travel and trying new things. Listen to this informative Legacy Leaders episode with Jake Carlson about Introduction to Estate Planning, Misconceptions about Wills and Trusts, Challenges and Conflicts in Estate Planning, Importance of Communication in Estate Planning, and Challenges in the Business of Estate Planning.
Here is what to expect on this week’s show: ● Uncover the significance of estate planning, not just for the wealthy, but an essential for everyone ● Explore the advantages of trusts, leaving behind the myth that they're tailored only for the affluent ● Understand the necessity of frequent plan assessments and annual reviews to keep pace with ever-changing goals and situations ● Grasp the impact of open family communication to alleviate potential conflicts during estate planning ● Recognize the need for a power of attorney to facilitate financial and medical decisions if an individual becomes incapacitated Connect with Jake Carlson:
Website: https://lifeplanlegalaz.com/ LinkedIn: https://www.linkedin.com/in/jakeacarlson/ Facebook: https://www.facebook.com/lifeplanlegalaz/ Instagram: https://www.instagram.com/lifeplanlegalaz/ Youtube: https://www.youtube.com/channel/UCquL6aql7EbstVrUV3qRGig Email: jake@lifeplanlegalaz.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Frank Sinclair, a talented and accomplished individual who has dedicated his life to encouraging and empowering others. Born into segregation and raised in poverty, he didn't let these challenges define him. Instead, he used his love for reading and personal development to overcome his circumstances and make a significant impact in the lives of others. As a speaker, author, and founder of Dream Again Business Consulting, Frank has made it his mission to help others discover their unique purpose and achieve their highest potential. Through his radio program and encouraging Facebook community of over 50,000 members, he continues to spread his message of hope, inspiration, and intentional living. Listen to this informative Legacy Leaders episode with Frank Sinclair about Leaving a Lasting Legacy, Gifting and Encouragement, Legacy of Love, Building a Legacy Intentionally, and Helping Others Fulfill Their Purpose.
Here is what to expect on this week’s show: ● Discover powerful strategies to build a lasting legacy that positively impacts future generations ● Uncover intriguing tales from Frank Sinclair's personal journey and the experiences that shaped his career ● Learn effective techniques to identify and develop your unique skills for personal growth ● Recognize the importance of thinking big and tapping into your own extraordinary potential ● Gain insights on creating an inspiring and empowering legacy for others to follow Connect with Frank Sinclair: Website: https://dreamagainllc.com/ LinkedIn: https://www.linkedin.com/in/frank-sinclair-038722137/ Facebook: https://www.facebook.com/frank.sinclair.92 Instagram:https://www.instagram.com/fsinclair0146/ Youtube:https://www.youtube.com/channel/UCnIQNCf_IXO5Hr3jSkNkU-A Email: Frank@DreamAgainLLC.com Learn more about your ad choices. Visit megaphone.fm/adchoices
John DeSantis, a seasoned attorney specializing in estate planning and tax law. With a background in accounting, he attended St. John's Law School while working as a CPA, making him an expert in both fields. He has substantial experience in helping clients understand their options and craft the best plan for their estate, ensuring that their assets are distributed in line with their wishes. John's expertise has been pivotal in his work at KPMG and Levine DeSantis, making him a top choice for all estate planning matters. Listen to this informative Legacy Leaders episode with John DeSantis about Achieving Coordinated Asset Titling and Estate Planning, Essential Estate Planning Documents, What Happens Without Estate Planning?, Helping Clients, and Ideal Clients.
Here is what to expect on this week’s show:
Discover the crucial elements of estate planning and how it secures your future
Uncover the significance of healthcare directives and power of attorney in safeguarding your family
Debunk common misconceptions surrounding estate planning and learn the facts
Master the art of coordinating asset titling with estate planning for a streamlined approach
Embrace a personalized and thoughtful strategy to make estate planning work best for you
Connect with John DeSantis:
Website: https://www.levinedesantis.com/ Email: jdesantis@levinedesantis.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Anjali Patel is an accomplished attorney who has dedicated her career to helping small business owners and individuals navigate the complexities of civil litigation and transactional matters. With a passion for business formation, strategy, estate planning, and employment matters, she consistently provides her clients with creative and practical solutions to avoid costly litigation. Born and raised in the Phoenix metropolitan area, she is proud to call Tempe home, where she serves on the Board of Directors for the Tempe Community Council. Anjali's unique background in Molecular Biosciences and Biotechnology, coupled with her certificate in History and Philosophy of Science, has allowed her to bring her expertise to the forefront of the digital assets and estate planning field. Listen to this informative Legacy Leaders episode with Anjali Patel about the Importance of Estate Planning, Common Misconceptions, Making Estate Planning Easy & Fun, Challenges in Estate Planning, and Digital Assets & Appointing a Digital Executor. Here is what to expect on this week’s show:
Unveil the essential nature of estate planning that transcends economic status
Demystify the perceived complexity and costliness of orchestrating an estate plan
Embrace the importance of acting decisively in executing your estate planning strategy
Delve into the realm of digital assets and the need for a dedicated digital executor in your plan
Recognize the immense protection and peace of mind an effective estate plan provides to your family
Connect with Anjali Patel: Website: https://www.allenlawaz.com/ LinkedIn: https://www.linkedin.com/in/anjalijpatel/ Email: anjali@allenlawaz.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
Allison has been with the KKC law firm for more than eight years and is an associate in the Vernon office, where she practices in the Probate, Estate Planning, and Real Estate departments. Allison grew up with an attorney father, who inspired her to follow in his footsteps of helping others. The most rewarding part of her job is assisting clients to ensure that their property and healthcare wishes are honored and that their loved ones are provided for. Allison is a member of the Tolland County Bar Association, the Connecticut Bar Association, and the Estate and Business Planning Council of Hartford. She is a graduate of St. Lawrence University and Western New England University School of Law. Listen to this informative Your Life. Your Legacy. episode with Allison Poirier as she tells us about her law firm KKC Law, how their YouTube channel has helped grow their community outreach and their client base, and Allison’s own experience as an estate lawyer. Working with people through some of their hardest times can be challenging, but also rewarding!
Here is what to expect on this week’s show: · KKC’s YouTube channel has allowed them to reach more people with education and information · Estate planning is a very personal affair, and helping a client be comfortable with you is important · How COVID helped made our firm more efficient · To keep up with the times, you have to be able to adapt to new challenges
Connect with Allison: Allison Poirier’s Contact Info: Website: www.kkc-law.com Youtube: youtube.com/channel/UCexiVGTdiCfVMbCMVj40Spw LinkedIn: linkedin.com/in/allison-poirier-77195849/ Facebook: facebook.com/Kahankerenskycapossela
Host and creator of leading financial advisor podcast, Be Advised, National Speaker and a NASDAQ contributor, Brad enjoys amplifying industry innovations and expertise. Over the past 5 years, Brad has significantly contributed to the success of White Glove -joining White Glove in its infancy which allowed the company to service more than 10,000 financial professionals and educate more than 800,000 potential clients. Listen to this informative Your Life. Your Legacy. episode with Brad Swineheart as we talk about White Glove, a service for helping introduce financial advisors, estate planners, and lawyers to potential prospects, how they have managed to pivot with the pandemic and continue to grow, and how they can help you. White Glove is an investment you almost can’t afford not to use! Here is what to expect on this week’s show: · Brad shares his experience as a financial advisor · How White Glove works, especially post-pandemic · Expanding the topics they cover has gained White Glove much greater success · Using webinars or seminars as one part of your practice is a great boost to your ROI · Learning to adapt to the changes we currently face is essential to your success
Connect with Brad: Brad Swineheart’s Contact Info: https://www.whiteglove.com/ Twitter: https://twitter.com/bswineheart?lang=en Instagram: https://www.instagram.com/bws20/ LinkedIn: https://www.linkedin.com/in/bradswineheart/ Facebook: https://www.facebook.com/WhiteGloveWorkshops
Dr. Maribeth Kuzmeski is the President of Red Zone Marketing, an award-winning marketing consulting firm with clients throughout the financial services industry. Red Zone Marketing's primary focus is designing innovative marketing and business growth initiatives. Maribeth has written 9 books on marketing, is a professor at Oklahoma State University teaching marketing and Personal Branding: Name Image & Likeness for student-athletes, and started the Brand Squad to assist student-athletes. She has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from George Washington University, and a Ph.D. in Business Administration from Oklahoma State University. Listen to this informative Your Life. Your Legacy. episode with Dr. Maribeth Kuzmeski as we discuss her marketing firm, Red Zone Marketing, her specific approach to marketing, and her time at Oklahoma State University. Dr. Maribeth gives us some great tips for financial advisors and shares her wisdom on how things operate now in this post-pandemic world. Here is what to expect on this week’s show: · How does Red Zone Marketing stand out among other firms? · Utilizing logical approaches to marketing can help you find clients more efficiently · Being focused on improving your referability will lead to more business success · The ways that the pandemic has forced business to change · It is important to find the right financial advisor
Links Mentioned: · The Engaging Child by Maribeth Kuzmeski · The Connectors by Maribeth Kuzmeski
Dr. Maribeth Kuzmeski Contact Info: Website: redzonemarketing.com Twitter: twitter.com/MBKuzmeski Instagram: instagram.com/mbkuz_brandsquad LinkedIn: linkedin.com/in/maribethkuzmeski YouTube: youtube.com/user/redzonemarketing
Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five of his books: (1) Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold (2) Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country. (3) Paycheques and Playcheques, Retirement Solutions for Canadians, and most recently (4) Don’t Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television Special that has played in over 80 million homes in the US and Canada (5) Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians. Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas and stories. He is available to speak to businesses, government organizations, professional associations, financial professionals, and their clients all across the globe. Listen to this informative Your Life. Your Legacy. episode with Tom Hegna as he shares his proven system for improving your retirement plan, telling you exactly what you need to do to get the most for your time and money. Tom’s cutting edge Here is what to expect on this week’s show: · The most important part of any retirement plan is covering your basic needs · Forgetting to cover long term care can wipe out your entire life’s work · Tom’s 4 steps to an optimal retirement · Using life insurance as an inheritance leaves more money for you and guaranteed, tax-free payouts for your beneficiaries · Use lifetime income annuities from insurance companies to supplement other sources of income such as social security or pensions · The importance of keeping purpose in your life in retirement Links Mentioned: · Paychecks and Playchecks: Retirement Solutions For Life · Don't Worry, Retire Happy! Seven Steps To Retirement Security Use code 15OFF for 15% off your purchase on Tomhegna.com
Tom Hegna’s Contact Info: Website: Tomhegna.com Twitter: twitter.com/tomhegnaspeaks Instagram: instagram.com/tomhegna Facebook: facebook.com/TomHegnaSpeaks LinkedIn: linkedin.com/in/tomhegna Youtube: youtube.com/user/thegna5
Before starting his own law firm, Andrew Ayers worked for law firms in New York City, representing people and businesses in lawsuits in court. Other clients needed help with legal issues for themselves or their businesses that didn’t involve a lawsuit. Some of his favorite clients were young families and small business owners and working with them inspired him to start his own law firm in 2011. One of Andrew’s biggest goals is to demystify the idea of trust funds and estate plans, so that more people may leave a lasting legacy for their families. Listen to this informative Your Life. Your Legacy. episode with Andrew Ayers about Andrew’s journey through the world of litigation and family law and his interest in the aftermath of the family side of these cases. A lasting legacy can be difficult to set up even in the best cases, but the right help and proper care and intent make all the difference. Here is what to expect on this week’s show: ● Emotional attachment for business owners can cloud their judgement on important decisions ● Getting to know the family of a client often times will help create a better understanding of the best course of action for the future ● It is important to vitalize your brain, and reading is a fantastic way to do so ● Andrew shares his top suggestion for related reading material ● Getting a proper legacy plan with a knowledgeable attorney is always better than some other fast, cheap option Connect with Andrew: Links Mentioned: · Overdeliver by Brian Kurtz · The 5 AM Club · Storyworthy · Let Love Rule · Love Warrior · To Hold Up The Sky
Andrew Ayers Contact Info: Website: Andrewmayers.com Twitter: twitter.com/ayerslaw Instagram: instagram.com/ayerslaw Facebook: facebook.com/ayerslaw LinkedIn: linkedin.com/in/ayerslaw
After practicing law in the Valley for more than a decade, Allison L. Kierman founded Kierman Law, to offer personalized service to her clients. Allison concentrates her practice on guiding families through the wills, trusts, and estate process and probate litigation. Allison understands that making plans to ensure your family’s future and financial security is complicated and may involve sensitive issues. As a mother of two, she has the knowledge and understanding of how difficult it is to think of leaving your children with a guardian and will help you carve the best plan for ensuring your children’s future success. As a dog mother of two, Allison also understands how important pets are to their families and helps ensure proper caretaking for them as well. Allison also provides general business consulting and counseling for those families who are also business owners and demand advice on business structuring and trusts. Allison coordinates her efforts with financial planners, accountants, and other advisors to ensure consistency and verify that all aspects of the estate plan are properly implemented. She has an extensive network of individuals that she can refer clients to so all their needs are met when making these important life decisions. Before starting Kierman Law, Allison was a partner in a successful law firm, providing a broad range of legal services to business owners across the country. She has been named a Southwest Rising Star by Super Lawyers, a designation given to the top 2.5% of lawyers in Arizona or New Mexico who are either forty years old or younger or have practiced law for ten years or less. Listen to this informative Your Life. Your Legacy. episode with Allison Kierman about Allison’s time as a partner at a firm providing a variety of legal services before she found her calling in estate planning, why she loves the intimacy of estate planning, and why no two estate plans are the same. It’s about much more than making sure the forms are correct, you have to find out all about your client’s life and the legacy they want to leave. Here is what to expect on this week’s show: · Estate planning is very personal, you may have to ask some tough questions · Every estate plan needs to fit the requests of the client and their assets · Convey to your client that there’s no judgment in whatever they want · Draft the plans your client wants, not the ones you would do for yourself · The hardest thing a client does is come to the appointment Connect with Allison: Website: https://kiermanlaw.com/ YouTube: https://www.youtube.com/channel/UCnmUbDs9ClLnnsDnPJvyS5Q Instagram: https://www.instagram.com/allisonkierman/ Facebook: https://www.facebook.com/kiermanlaw/ LinkedIn: https://www.linkedin.com/in/allisonkierman/
Your legacy is more than money, property, and what you can leave for your kids. You want to leave a positive mark on the world. You want to inspire future generations. If this sounds like you but you don't know the best way to do that, the Your Life. Your Legacy. podcast is for you.
Stan Miller is the managing partner at Pinnacle Legacy Law, has established over 5,000 living trusts, and helps protect more than $4.5 billion in assets. His book "Your American Legacy: Powerful Strategies that Instill Lasting Values for Generations" was written from his experiences working with thousands of clients. Each week Stan and Legacy Director Katie Beth Hand will interview thought leaders and influencers from the world of estate planning. Attorneys, financial advisors, travel experts, health professionals and others with advice on the best ways to create your legacy.
Financial advisers can help grow your nest egg. The Your Life. Your Legacy. podcast goes far beyond that. Stan and Katie Beth want to show you how to create a life that matters and inspires generations. It's your legacy. Make it mean something.