Your Life Your Legacy https://www.pinnaclelegacylaw.com/ en Copyright 2023. Legacy Leaders. Stan Miller. All rights reserved. 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.  https://megaphone.imgix.net/podcasts/e56ac214-91df-11ed-8eff-835b4076e579/image/be788d6bf7ff4ee84183de08d1c5cc53.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Your Life Your Legacy https://www.pinnaclelegacylaw.com/ no episodic Create a life that matters & inspire generations. Stan Miller 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.  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. 

]]> Stan Miller martisse@marketdominationllc.com Dr. David Wilkes : The Future of Medical Research: AI, Breakthrough Discoveries & the Funding Crisis Medical breakthroughs often come from unexpected discoveries — and the future of healthcare may depend on how we fund and communicate science. Dr. David Wilkes, Dean Emeritus of the University of Virginia Medical School and longtime physician-scientist, joins Stan Miller and Olin Wiley to discuss the current state of medical research, the growing role of AI in medicine, and the urgent challenges facing scientific funding. Drawing from decades of leadership in academic medicine, Dr. Wilkes explains how discoveries in diabetes treatment, cancer therapies, and precision medicine often emerge from research that originally had entirely different goals.The conversation also explores the importance of mentoring the next generation of physician-scientists through the Amos Institute for Medical Faculty Development, while highlighting why public understanding and philanthropic support are critical to advancing life-changing medical breakthroughs. Key Takeaways:● Medical research drives massive real-world impact: Scientific discoveries often create unexpected breakthroughs that transform patient care and improve millions of lives.● AI is rapidly changing healthcare: Artificial intelligence is accelerating diagnostics, precision medicine, and research analysis while still requiring human oversight.● Public trust in science depends on communication: Researchers must do a better job explaining how science evolves and why changing conclusions are part of the process.● Funding challenges threaten innovation: Federal funding uncertainty could slow future breakthroughs despite the enormous economic and human return on research investment.● Mentorship shapes the future of medicine: Programs like the Amos Institute are helping develop the next generation of diverse physician-scientists and medical leaders.Connect with Dr. David Wilkes:LinkedIn:  https://www.linkedin.com/company/aimfd/posts/?feedView=all  Website:  https://aimfd.org/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 Jun 2026 04:00:00 -0000 The Future of Medical Research: AI, Breakthrough Discoveries & the Funding Crisis full 94 Stan Miller featuring Dr. David Wilkes Medical breakthroughs often come from unexpected discoveries — and the future of healthcare may depend on how we fund and communicate science. Dr. David Wilkes, Dean Emeritus of the University of Virginia Medical School and longtime physician-scientist, joins Stan Miller and Olin Wiley to discuss the current state of medical research, the growing role of AI in medicine, and the urgent challenges facing scientific funding. Drawing from decades of leadership in academic medicine, Dr. Wilkes explains how discoveries in diabetes treatment, cancer therapies, and precision medicine often emerge from research that originally had entirely different goals.The conversation also explores the importance of mentoring the next generation of physician-scientists through the Amos Institute for Medical Faculty Development, while highlighting why public understanding and philanthropic support are critical to advancing life-changing medical breakthroughs. Key Takeaways:● Medical research drives massive real-world impact: Scientific discoveries often create unexpected breakthroughs that transform patient care and improve millions of lives.● AI is rapidly changing healthcare: Artificial intelligence is accelerating diagnostics, precision medicine, and research analysis while still requiring human oversight.● Public trust in science depends on communication: Researchers must do a better job explaining how science evolves and why changing conclusions are part of the process.● Funding challenges threaten innovation: Federal funding uncertainty could slow future breakthroughs despite the enormous economic and human return on research investment.● Mentorship shapes the future of medicine: Programs like the Amos Institute are helping develop the next generation of diverse physician-scientists and medical leaders.Connect with Dr. David Wilkes:LinkedIn:  https://www.linkedin.com/company/aimfd/posts/?feedView=all  Website:  https://aimfd.org/ Learn more about your ad choices. Visit megaphone.fm/adchoices Medical breakthroughs often come from unexpected discoveries — and the future of healthcare may depend on how we fund and communicate science. 
Dr. David Wilkes, Dean Emeritus of the University of Virginia Medical School and longtime physician-scientist, joins Stan Miller and Olin Wiley to discuss the current state of medical research, the growing role of AI in medicine, and the urgent challenges facing scientific funding. Drawing from decades of leadership in academic medicine, Dr. Wilkes explains how discoveries in diabetes treatment, cancer therapies, and precision medicine often emerge from research that originally had entirely different goals.
The conversation also explores the importance of mentoring the next generation of physician-scientists through the Amos Institute for Medical Faculty Development, while highlighting why public understanding and philanthropic support are critical to advancing life-changing medical breakthroughs. 
Key Takeaways:
● Medical research drives massive real-world impact: Scientific discoveries often create unexpected breakthroughs that transform patient care and improve millions of lives.
● AI is rapidly changing healthcare: Artificial intelligence is accelerating diagnostics, precision medicine, and research analysis while still requiring human oversight.
● Public trust in science depends on communication: Researchers must do a better job explaining how science evolves and why changing conclusions are part of the process.
● Funding challenges threaten innovation: Federal funding uncertainty could slow future breakthroughs despite the enormous economic and human return on research investment.
● Mentorship shapes the future of medicine: Programs like the Amos Institute are helping develop the next generation of diverse physician-scientists and medical leaders.
Connect with Dr. David Wilkes:
LinkedIn:  https://www.linkedin.com/company/aimfd/posts/?feedView=all 

Website:  https://aimfd.org/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1404 Jeff Wenninger: Fixing Police Culture & Trust What if the biggest problem in policing isn’t policy but perspective?Jeff Wenninger is a nationally recognized law enforcement expert and former LAPD officer with 33 years of experience, including leadership roles during some of the department’s most critical moments. In this episode, he shares how his unique upbringing and career shaped his approach to policing, leadership, and reform.This conversation explores the deeper issues behind police culture, the breakdown of public trust, and why effective communication and proactive relationship-building are essential for the future of public safety. Jeff also outlines practical ways law enforcement can evolve from within to create meaningful, lasting change.Key Takeaways:● Perspective shapes policing: Broader life experiences can improve understanding, decision-making, and community relationships.● Culture change takes time: Lasting reform happens through consistent leadership and example, not forced shifts.● Trust is built before crisis: Strong community and media relationships must exist long before critical incidents occur.● Messaging matters: Poor communication during crises can damage credibility and erode public trust.● Proactive reform is critical: Law enforcement must evolve internally rather than wait for change to be imposed. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 28 May 2026 04:00:00 -0000 Fixing Police Culture & Trust full 93 Stan Miller featuring Jeff Wenninger What if the biggest problem in policing isn’t policy but perspective?Jeff Wenninger is a nationally recognized law enforcement expert and former LAPD officer with 33 years of experience, including leadership roles during some of the department’s most critical moments. In this episode, he shares how his unique upbringing and career shaped his approach to policing, leadership, and reform.This conversation explores the deeper issues behind police culture, the breakdown of public trust, and why effective communication and proactive relationship-building are essential for the future of public safety. Jeff also outlines practical ways law enforcement can evolve from within to create meaningful, lasting change.Key Takeaways:● Perspective shapes policing: Broader life experiences can improve understanding, decision-making, and community relationships.● Culture change takes time: Lasting reform happens through consistent leadership and example, not forced shifts.● Trust is built before crisis: Strong community and media relationships must exist long before critical incidents occur.● Messaging matters: Poor communication during crises can damage credibility and erode public trust.● Proactive reform is critical: Law enforcement must evolve internally rather than wait for change to be imposed. Learn more about your ad choices. Visit megaphone.fm/adchoices What if the biggest problem in policing isn’t policy but perspective?
Jeff Wenninger is a nationally recognized law enforcement expert and former LAPD officer with 33 years of experience, including leadership roles during some of the department’s most critical moments. In this episode, he shares how his unique upbringing and career shaped his approach to policing, leadership, and reform.
This conversation explores the deeper issues behind police culture, the breakdown of public trust, and why effective communication and proactive relationship-building are essential for the future of public safety. Jeff also outlines practical ways law enforcement can evolve from within to create meaningful, lasting change.
Key Takeaways:
● Perspective shapes policing: Broader life experiences can improve understanding, decision-making, and community relationships.
● Culture change takes time: Lasting reform happens through consistent leadership and example, not forced shifts.
● Trust is built before crisis: Strong community and media relationships must exist long before critical incidents occur.
● Messaging matters: Poor communication during crises can damage credibility and erode public trust.
● Proactive reform is critical: Law enforcement must evolve internally rather than wait for change to be imposed.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1967 Marisa Toldo: The Future of Caregiving at Work A new model for caregiving is bringing generations back together while supporting today’s workforce. Marisa Toldo, architect and founder of Portadome, is designing intergenerational spaces that combine childcare, elder care, and shared community environments. Inspired by her personal caregiving experience, she’s addressing the growing workforce crisis caused by employees balancing careers with caring for both children and aging parents. This conversation explores the hidden impact of caregiving on companies, the benefits of intergenerational interaction, and how co-located care models can improve wellbeing for families, businesses, and communities. Key Takeaways: ● The caregiver crisis is impacting the workforce: Many employees leave jobs or reduce productivity while caring for aging parents. ● Intergenerational care benefits all ages: Children, seniors, and families gain purpose, connection, and shared learning. ● Co-located care supports working families: Combining childcare and elder care reduces stress and improves employee retention. ● Companies must address elder care support: Organizations already invest in childcare but often overlook aging family needs. ● Intergenerational spaces rebuild community: Bringing generations together improves mental health and social connection. Explore how intergenerational care could impact your workplace or community. Connect with Marisa: -Porto Dome  https://www.portodome.com -LinkedIn  https://www.linkedin.com/in/marisatoldo/ -Marisa Toldo  https://www.marisatoldo.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 Apr 2026 04:00:00 -0000 The Future of Caregiving at Work full 92 Stan Miller featuring Marisa Toldo A new model for caregiving is bringing generations back together while supporting today’s workforce. Marisa Toldo, architect and founder of Portadome, is designing intergenerational spaces that combine childcare, elder care, and shared community environments. Inspired by her personal caregiving experience, she’s addressing the growing workforce crisis caused by employees balancing careers with caring for both children and aging parents. This conversation explores the hidden impact of caregiving on companies, the benefits of intergenerational interaction, and how co-located care models can improve wellbeing for families, businesses, and communities. Key Takeaways: ● The caregiver crisis is impacting the workforce: Many employees leave jobs or reduce productivity while caring for aging parents. ● Intergenerational care benefits all ages: Children, seniors, and families gain purpose, connection, and shared learning. ● Co-located care supports working families: Combining childcare and elder care reduces stress and improves employee retention. ● Companies must address elder care support: Organizations already invest in childcare but often overlook aging family needs. ● Intergenerational spaces rebuild community: Bringing generations together improves mental health and social connection. Explore how intergenerational care could impact your workplace or community. Connect with Marisa: -Porto Dome  https://www.portodome.com -LinkedIn  https://www.linkedin.com/in/marisatoldo/ -Marisa Toldo  https://www.marisatoldo.com Learn more about your ad choices. Visit megaphone.fm/adchoices A new model for caregiving is bringing generations back together while supporting today’s workforce.


Marisa Toldo, architect and founder of Portadome, is designing intergenerational spaces that combine childcare, elder care, and shared community environments. Inspired by her personal caregiving experience, she’s addressing the growing workforce crisis caused by employees balancing careers with caring for both children and aging parents.


This conversation explores the hidden impact of caregiving on companies, the benefits of intergenerational interaction, and how co-located care models can improve wellbeing for families, businesses, and communities.


Key Takeaways:

● The caregiver crisis is impacting the workforce: Many employees leave jobs or reduce productivity while caring for aging parents.

● Intergenerational care benefits all ages: Children, seniors, and families gain purpose, connection, and shared learning.

● Co-located care supports working families: Combining childcare and elder care reduces stress and improves employee retention.

● Companies must address elder care support: Organizations already invest in childcare but often overlook aging family needs.

● Intergenerational spaces rebuild community: Bringing generations together improves mental health and social connection.


Explore how intergenerational care could impact your workplace or community.


Connect with Marisa:

-Porto Dome  https://www.portodome.com

-LinkedIn  https://www.linkedin.com/in/marisatoldo/

-Marisa Toldo  https://www.marisatoldo.com


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1460 Wesley Hall: Memory Quilts: Turning Loss into Legacy What if the clothes you can’t let go of could become a lasting legacy? In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Wesley Hall, founder of Quilts by Big Wes and memory quilt specialist. Together, they explore how everyday clothing can be transformed into meaningful keepsakes that preserve stories, honor loved ones, and support healing. Wesley draws from his extensive experience to discuss navigating grief, preserving memories, and helping families decide what to do with meaningful belongings, offering actionable advice for anyone facing loss, transition, or wanting to celebrate life milestones. This episode is a must-listen for families, caregivers, and anyone interested in legacy-building, providing both insight and inspiration. Key Takeaways: ● Memory into Meaning: Everyday items like clothing can be transformed into lasting heirlooms that tell powerful personal stories. ● Healing Through Creation: The process of creating memory quilts helps individuals process grief and emotional transitions. ● Every Quilt Tells a Story: Custom designs reflect personal journeys—whether it’s a loved one’s life or a child’s growth. ● Nothing Has to Be Wasted: Repurposing clothing offers a sustainable, meaningful alternative to discarding sentimental items. ● Legacy Beyond Finances: Emotional keepsakes can be just as impactful as financial inheritance in preserving family connections. Quotes from Wesley Hall: ● “It’s not just a quilt—it’s a way to hold on to memories you’re not ready to let go of.” ● “I may not be a grief counselor, but I can listen—and that’s where the healing starts.” ● “Every quilt tells a story, whether it’s a life lived or a journey growing up.” Legacy isn’t just what you leave behind—it’s how you help others remember. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 09 Apr 2026 04:00:00 -0000 Memory Quilts: Turning Loss into Legacy full 91 Stan Miller featuring Wesley Hall What if the clothes you can’t let go of could become a lasting legacy? In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Wesley Hall, founder of Quilts by Big Wes and memory quilt specialist. Together, they explore how everyday clothing can be transformed into meaningful keepsakes that preserve stories, honor loved ones, and support healing. Wesley draws from his extensive experience to discuss navigating grief, preserving memories, and helping families decide what to do with meaningful belongings, offering actionable advice for anyone facing loss, transition, or wanting to celebrate life milestones. This episode is a must-listen for families, caregivers, and anyone interested in legacy-building, providing both insight and inspiration. Key Takeaways: ● Memory into Meaning: Everyday items like clothing can be transformed into lasting heirlooms that tell powerful personal stories. ● Healing Through Creation: The process of creating memory quilts helps individuals process grief and emotional transitions. ● Every Quilt Tells a Story: Custom designs reflect personal journeys—whether it’s a loved one’s life or a child’s growth. ● Nothing Has to Be Wasted: Repurposing clothing offers a sustainable, meaningful alternative to discarding sentimental items. ● Legacy Beyond Finances: Emotional keepsakes can be just as impactful as financial inheritance in preserving family connections. Quotes from Wesley Hall: ● “It’s not just a quilt—it’s a way to hold on to memories you’re not ready to let go of.” ● “I may not be a grief counselor, but I can listen—and that’s where the healing starts.” ● “Every quilt tells a story, whether it’s a life lived or a journey growing up.” Legacy isn’t just what you leave behind—it’s how you help others remember. Learn more about your ad choices. Visit megaphone.fm/adchoices What if the clothes you can’t let go of could become a lasting legacy?


In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Wesley Hall, founder of Quilts by Big Wes and memory quilt specialist. Together, they explore how everyday clothing can be transformed into meaningful keepsakes that preserve stories, honor loved ones, and support healing. Wesley draws from his extensive experience to discuss navigating grief, preserving memories, and helping families decide what to do with meaningful belongings, offering actionable advice for anyone facing loss, transition, or wanting to celebrate life milestones. This episode is a must-listen for families, caregivers, and anyone interested in legacy-building, providing both insight and inspiration.


Key Takeaways:

● Memory into Meaning: Everyday items like clothing can be transformed into lasting heirlooms that tell powerful personal stories.

● Healing Through Creation: The process of creating memory quilts helps individuals process grief and emotional transitions.

● Every Quilt Tells a Story: Custom designs reflect personal journeys—whether it’s a loved one’s life or a child’s growth.

● Nothing Has to Be Wasted: Repurposing clothing offers a sustainable, meaningful alternative to discarding sentimental items.

● Legacy Beyond Finances: Emotional keepsakes can be just as impactful as financial inheritance in preserving family connections.


Quotes from Wesley Hall:

● “It’s not just a quilt—it’s a way to hold on to memories you’re not ready to let go of.”

● “I may not be a grief counselor, but I can listen—and that’s where the healing starts.”

● “Every quilt tells a story, whether it’s a life lived or a journey growing up.”


Legacy isn’t just what you leave behind—it’s how you help others remember.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1884 Diane Heiler: From Grief to Healing: A Widow’s Fire and New Beginning What if the deepest grief of your life held the spark for a powerful new beginning? This episode dives into love, loss, healing- and the often unspoken realities of life after loss.In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with author and poet Diane Heiler, a widow who turned heartbreak into healing through storytelling. Together, they explore grief, anticipatory grief, widowhood, and the rarely discussed “widow’s fire,” sharing valuable insights and practical tips for listeners. Diane draws from her lived experience of losing her husband to terminal cancer and rebuilding her identity afterward, offering actionable advice for widows, widowers, adult children, and anyone walking through grief. This episode is a must-listen for anyone navigating loss or supporting someone who is, providing both emotional comfort and a reminder that joy and connection are still possible.Key Takeaways:● 💔 Anticipatory Grief is Real: Diane explains how grieving before death can affect the healing process, and why it's not talked about enough.● 🙏 Faith Can Transform the Final Chapter: Her husband’s late-in-life spiritual journey brought peace to both of them in his final months.● 😂 Humor Helps Heal: Even in grief, humor provided much-needed relief—and became a bridge to connection with others.● 📖 Writing as Therapy: Diane's journaling and poetry helped her process pain and eventually led to publishing her memoir, A Widow’s Fire.● ❤️‍🔥 Widow’s Fire is Normal: The emotional and even physical longing after loss is valid and real—Diane normalizes this and encourages honest conversations about it.Quotes from Diane Heiler:“I was grieving terribly—but he wasn’t dead yet. I didn’t even understand what I was feeling.”“My brain is attached to my funny bone—and grief didn’t stop that.”"You may lose a great love, but life goes on. Dance like nobody’s watching.” Connect with Diane:Website: https://awidowsfire.com LinkedIn: https://www.linkedin.com/in/diane-heiler-9707202a/ Amazon Page: https://www.amazon.com/Widows-Fire-Intimate-Heartbreak-Survival/dp/B0F67HJ3HW 🔗 Conclusion: Loss doesn’t have to be the end of your story—it can be the beginning of a new chapter filled with healing, purpose, and even joy. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Jan 2026 05:00:00 -0000 From Grief to Healing: A Widow’s Fire and New Beginning full 89 Stan Miller featuring Diane Heiler What if the deepest grief of your life held the spark for a powerful new beginning? This episode dives into love, loss, healing- and the often unspoken realities of life after loss.In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with author and poet Diane Heiler, a widow who turned heartbreak into healing through storytelling. Together, they explore grief, anticipatory grief, widowhood, and the rarely discussed “widow’s fire,” sharing valuable insights and practical tips for listeners. Diane draws from her lived experience of losing her husband to terminal cancer and rebuilding her identity afterward, offering actionable advice for widows, widowers, adult children, and anyone walking through grief. This episode is a must-listen for anyone navigating loss or supporting someone who is, providing both emotional comfort and a reminder that joy and connection are still possible.Key Takeaways:● 💔 Anticipatory Grief is Real: Diane explains how grieving before death can affect the healing process, and why it's not talked about enough.● 🙏 Faith Can Transform the Final Chapter: Her husband’s late-in-life spiritual journey brought peace to both of them in his final months.● 😂 Humor Helps Heal: Even in grief, humor provided much-needed relief—and became a bridge to connection with others.● 📖 Writing as Therapy: Diane's journaling and poetry helped her process pain and eventually led to publishing her memoir, A Widow’s Fire.● ❤️‍🔥 Widow’s Fire is Normal: The emotional and even physical longing after loss is valid and real—Diane normalizes this and encourages honest conversations about it.Quotes from Diane Heiler:“I was grieving terribly—but he wasn’t dead yet. I didn’t even understand what I was feeling.”“My brain is attached to my funny bone—and grief didn’t stop that.”"You may lose a great love, but life goes on. Dance like nobody’s watching.” Connect with Diane:Website: https://awidowsfire.com LinkedIn: https://www.linkedin.com/in/diane-heiler-9707202a/ Amazon Page: https://www.amazon.com/Widows-Fire-Intimate-Heartbreak-Survival/dp/B0F67HJ3HW 🔗 Conclusion: Loss doesn’t have to be the end of your story—it can be the beginning of a new chapter filled with healing, purpose, and even joy. Learn more about your ad choices. Visit megaphone.fm/adchoices What if the deepest grief of your life held the spark for a powerful new beginning? This episode dives into love, loss, healing- and the often unspoken realities of life after loss.
In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with author and poet Diane Heiler, a widow who turned heartbreak into healing through storytelling. Together, they explore grief, anticipatory grief, widowhood, and the rarely discussed “widow’s fire,” sharing valuable insights and practical tips for listeners. Diane draws from her lived experience of losing her husband to terminal cancer and rebuilding her identity afterward, offering actionable advice for widows, widowers, adult children, and anyone walking through grief. This episode is a must-listen for anyone navigating loss or supporting someone who is, providing both emotional comfort and a reminder that joy and connection are still possible.
Key Takeaways:
● 💔 Anticipatory Grief is Real: Diane explains how grieving before death can affect the healing process, and why it's not talked about enough.
● 🙏 Faith Can Transform the Final Chapter: Her husband’s late-in-life spiritual journey brought peace to both of them in his final months.
● 😂 Humor Helps Heal: Even in grief, humor provided much-needed relief—and became a bridge to connection with others.
● 📖 Writing as Therapy: Diane's journaling and poetry helped her process pain and eventually led to publishing her memoir, A Widow’s Fire.
● ❤️‍🔥 Widow’s Fire is Normal: The emotional and even physical longing after loss is valid and real—Diane normalizes this and encourages honest conversations about it.
Quotes from Diane Heiler:
“I was grieving terribly—but he wasn’t dead yet. I didn’t even understand what I was feeling.”
“My brain is attached to my funny bone—and grief didn’t stop that.”
"You may lose a great love, but life goes on. Dance like nobody’s watching.”

Connect with Diane:
Website: https://awidowsfire.com

LinkedIn: https://www.linkedin.com/in/diane-heiler-9707202a/

Amazon Page: https://www.amazon.com/Widows-Fire-Intimate-Heartbreak-Survival/dp/B0F67HJ3HW

🔗 Conclusion: Loss doesn’t have to be the end of your story—it can be the beginning of a new chapter filled with healing, purpose, and even joy.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1664 Angie Hanson: Turning Grief Into Purpose: A Story of Resilience and Legacy When life delivers unimaginable loss, how do you find the strength to rise again—and even build a legacy of hope from the ashes?In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Angie Hanson, grief coach, author, and founder of Butterflies and Halos. Together, they explore the journey of navigating profound grief and transforming pain into purpose, sharing valuable insights and practical tools for listeners. Angie draws from her extensive personal and professional experience to discuss resilience after loss, finding hope in darkness, and supporting others through their grief, offering actionable advice for anyone grieving or walking alongside someone who is.This episode is a must-listen for those seeking comfort, understanding, and meaningful ways to move forward while honoring loved ones, providing both knowledge and tools to navigate this deeply human experience.Key Takeaways:● 💛 Grace in Grief: Why giving yourself grace is essential and how it helps you navigate each unpredictable step of the healing journey.● 🦋 Purpose Through Pain: How grief can evolve into purpose—Angie’s pathway from personal tragedy to helping others heal.● ✍️ The Power of Journaling: How simple, honest writing became Angie’s first lifeline and a tool she now recommends to grievers.● 🤝 Supporting Grievers Well: Why listening—not fixing—is the most meaningful way to show up for someone in grief.● 🌟 Living Your Legacy Today: How intentional daily choices allow you to live your legacy, not just leave one behind.Quotes from Angie Hanson:“I realized I had two options: survive and live, or sit in the darkness. I chose to live—for my daughter and for myself.”“We don’t have to fix grief. We can simply be present and listen.”“Legacy isn’t what we leave when we’re gone—it’s how we choose to live every single day.” Connect with Angie:Website: https://butterfliesandhalos.com Instagram: https://instagram.com/butterfliesandhalos Facebook:  https://facebook.com/butterfliesandhalosLinkedIn:    https://linkedin.com/in/angie-hanson-griefeducator TikTok:    @butterfliesandhalos 🔗 Conclusion: Grief may change our lives forever, but with compassion, intention, and hope, we can transform loss into light—and build a legacy that honors those we love. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 Dec 2025 05:00:00 -0000 Turning Grief Into Purpose: A Story of Resilience and Legacy full 89 Stan Miller featuring Angie Hanson When life delivers unimaginable loss, how do you find the strength to rise again—and even build a legacy of hope from the ashes?In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Angie Hanson, grief coach, author, and founder of Butterflies and Halos. Together, they explore the journey of navigating profound grief and transforming pain into purpose, sharing valuable insights and practical tools for listeners. Angie draws from her extensive personal and professional experience to discuss resilience after loss, finding hope in darkness, and supporting others through their grief, offering actionable advice for anyone grieving or walking alongside someone who is.This episode is a must-listen for those seeking comfort, understanding, and meaningful ways to move forward while honoring loved ones, providing both knowledge and tools to navigate this deeply human experience.Key Takeaways:● 💛 Grace in Grief: Why giving yourself grace is essential and how it helps you navigate each unpredictable step of the healing journey.● 🦋 Purpose Through Pain: How grief can evolve into purpose—Angie’s pathway from personal tragedy to helping others heal.● ✍️ The Power of Journaling: How simple, honest writing became Angie’s first lifeline and a tool she now recommends to grievers.● 🤝 Supporting Grievers Well: Why listening—not fixing—is the most meaningful way to show up for someone in grief.● 🌟 Living Your Legacy Today: How intentional daily choices allow you to live your legacy, not just leave one behind.Quotes from Angie Hanson:“I realized I had two options: survive and live, or sit in the darkness. I chose to live—for my daughter and for myself.”“We don’t have to fix grief. We can simply be present and listen.”“Legacy isn’t what we leave when we’re gone—it’s how we choose to live every single day.” Connect with Angie:Website: https://butterfliesandhalos.com Instagram: https://instagram.com/butterfliesandhalos Facebook:  https://facebook.com/butterfliesandhalosLinkedIn:    https://linkedin.com/in/angie-hanson-griefeducator TikTok:    @butterfliesandhalos 🔗 Conclusion: Grief may change our lives forever, but with compassion, intention, and hope, we can transform loss into light—and build a legacy that honors those we love. Learn more about your ad choices. Visit megaphone.fm/adchoices When life delivers unimaginable loss, how do you find the strength to rise again—and even build a legacy of hope from the ashes?
In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Angie Hanson, grief coach, author, and founder of Butterflies and Halos. Together, they explore the journey of navigating profound grief and transforming pain into purpose, sharing valuable insights and practical tools for listeners. Angie draws from her extensive personal and professional experience to discuss resilience after loss, finding hope in darkness, and supporting others through their grief, offering actionable advice for anyone grieving or walking alongside someone who is.
This episode is a must-listen for those seeking comfort, understanding, and meaningful ways to move forward while honoring loved ones, providing both knowledge and tools to navigate this deeply human experience.
Key Takeaways:
● 💛 Grace in Grief: Why giving yourself grace is essential and how it helps you navigate each unpredictable step of the healing journey.
● 🦋 Purpose Through Pain: How grief can evolve into purpose—Angie’s pathway from personal tragedy to helping others heal.
● ✍️ The Power of Journaling: How simple, honest writing became Angie’s first lifeline and a tool she now recommends to grievers.
● 🤝 Supporting Grievers Well: Why listening—not fixing—is the most meaningful way to show up for someone in grief.
● 🌟 Living Your Legacy Today: How intentional daily choices allow you to live your legacy, not just leave one behind.
Quotes from Angie Hanson:
“I realized I had two options: survive and live, or sit in the darkness. I chose to live—for my daughter and for myself.”
“We don’t have to fix grief. We can simply be present and listen.”
“Legacy isn’t what we leave when we’re gone—it’s how we choose to live every single day.”


Connect with Angie:
Website: https://butterfliesandhalos.com

Instagram: https://instagram.com/butterfliesandhalos

Facebook:  https://facebook.com/butterfliesandhalos
LinkedIn:    https://linkedin.com/in/angie-hanson-griefeducator

TikTok:    @butterfliesandhalos

🔗 Conclusion: Grief may change our lives forever, but with compassion, intention, and hope, we can transform loss into light—and build a legacy that honors those we love.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1428 William Tate: Courage and Compassion in Ukraine: A Story of Faith, Freedom, and Legacy What does it mean to serve with purpose — even in the midst of war? In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with William Tate, co-founder of Freedom Philanthropy Coaching and a former Army Green Beret, to discuss his life’s mission in Ukraine — from his work with orphanages to his firsthand experiences during the ongoing war. Together, they explore the realities of life in Ukraine, the resilience of its people, and the spiritual and humanitarian drive behind William’s decades of service. William shares how his military, business, and coaching background converge in his pursuit of purpose, freedom, and lasting legacy. This episode is a must-listen for those who value service, philanthropy, and global impact, offering both deep perspective and heartfelt inspiration. Key Takeaways: ● 🇺🇦 Serving Beyond Borders: William’s journey from Green Beret to humanitarian shows how purpose and faith can guide a life of global impact. ● 💔 The Human Cost of War: Thousands of Ukrainian children have been taken from their families — a tragedy that underscores the urgency of continued global awareness and aid. ● 🏫 Hope Through Orphanages: William shares how his early work teaching life skills and English to Ukrainian orphans planted a legacy of opportunity that still continues today. ● 💪 Unbreakable Spirit: Ukrainians’ resilience — from soldiers to families — stands as a testament to courage, unity, and faith in the face of overwhelming hardship. ● 🌍 Freedom and Legacy: True freedom, William says, comes from service — leaving behind a legacy of compassion and courage that transcends borders. Quotes from William Tate: ● “I just saw the need — and it aligned with my spiritual mission. God called me to Ukraine to help build community and hope.” ● “The emotional, mental, spiritual damage that’s been done to those children… I pray we can somehow heal it.” ● “Everywhere the Russians go, they bring destruction — but the Ukrainian people? They don’t quit. They’re in it to win it.” 🔗 Conclusion: William Tate’s story reminds us that legacy isn’t about wealth or recognition — it’s about answering a higher calling to serve, to protect, and to bring light where it’s most needed. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Nov 2025 05:00:00 -0000 Courage and Compassion in Ukraine: A Story of Faith, Freedom, and Legacy full 88 Stan Miller featuring William Tate What does it mean to serve with purpose — even in the midst of war? In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with William Tate, co-founder of Freedom Philanthropy Coaching and a former Army Green Beret, to discuss his life’s mission in Ukraine — from his work with orphanages to his firsthand experiences during the ongoing war. Together, they explore the realities of life in Ukraine, the resilience of its people, and the spiritual and humanitarian drive behind William’s decades of service. William shares how his military, business, and coaching background converge in his pursuit of purpose, freedom, and lasting legacy. This episode is a must-listen for those who value service, philanthropy, and global impact, offering both deep perspective and heartfelt inspiration. Key Takeaways: ● 🇺🇦 Serving Beyond Borders: William’s journey from Green Beret to humanitarian shows how purpose and faith can guide a life of global impact. ● 💔 The Human Cost of War: Thousands of Ukrainian children have been taken from their families — a tragedy that underscores the urgency of continued global awareness and aid. ● 🏫 Hope Through Orphanages: William shares how his early work teaching life skills and English to Ukrainian orphans planted a legacy of opportunity that still continues today. ● 💪 Unbreakable Spirit: Ukrainians’ resilience — from soldiers to families — stands as a testament to courage, unity, and faith in the face of overwhelming hardship. ● 🌍 Freedom and Legacy: True freedom, William says, comes from service — leaving behind a legacy of compassion and courage that transcends borders. Quotes from William Tate: ● “I just saw the need — and it aligned with my spiritual mission. God called me to Ukraine to help build community and hope.” ● “The emotional, mental, spiritual damage that’s been done to those children… I pray we can somehow heal it.” ● “Everywhere the Russians go, they bring destruction — but the Ukrainian people? They don’t quit. They’re in it to win it.” 🔗 Conclusion: William Tate’s story reminds us that legacy isn’t about wealth or recognition — it’s about answering a higher calling to serve, to protect, and to bring light where it’s most needed. Learn more about your ad choices. Visit megaphone.fm/adchoices What does it mean to serve with purpose — even in the midst of war?


In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with William Tate, co-founder of Freedom Philanthropy Coaching and a former Army Green Beret, to discuss his life’s mission in Ukraine — from his work with orphanages to his firsthand experiences during the ongoing war. Together, they explore the realities of life in Ukraine, the resilience of its people, and the spiritual and humanitarian drive behind William’s decades of service. William shares how his military, business, and coaching background converge in his pursuit of purpose, freedom, and lasting legacy.


This episode is a must-listen for those who value service, philanthropy, and global impact, offering both deep perspective and heartfelt inspiration.


Key Takeaways:

● 🇺🇦 Serving Beyond Borders: William’s journey from Green Beret to humanitarian shows how purpose and faith can guide a life of global impact.

● 💔 The Human Cost of War: Thousands of Ukrainian children have been taken from their families — a tragedy that underscores the urgency of continued global awareness and aid.

● 🏫 Hope Through Orphanages: William shares how his early work teaching life skills and English to Ukrainian orphans planted a legacy of opportunity that still continues today.

● 💪 Unbreakable Spirit: Ukrainians’ resilience — from soldiers to families — stands as a testament to courage, unity, and faith in the face of overwhelming hardship.

● 🌍 Freedom and Legacy: True freedom, William says, comes from service — leaving behind a legacy of compassion and courage that transcends borders.


Quotes from William Tate:

● “I just saw the need — and it aligned with my spiritual mission. God called me to Ukraine to help build community and hope.”

● “The emotional, mental, spiritual damage that’s been done to those children… I pray we can somehow heal it.”

● “Everywhere the Russians go, they bring destruction — but the Ukrainian people? They don’t quit. They’re in it to win it.”


🔗 Conclusion:

William Tate’s story reminds us that legacy isn’t about wealth or recognition — it’s about answering a higher calling to serve, to protect, and to bring light where it’s most needed.


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2108 Christopher Hill: Luxury Family Volunteer Vacations & Philanthropic Travel 🌎✈️ What if your next family vacation didn’t just create memories but also changed lives? Discover how luxury travel can blend seamlessly with meaningful service experiences. In this episode of Your Life. Your Legacy. Katie Beth sits down with Christopher Hill, Founder of Hands Up Holidays. Together, they explore how luxury family vacations can double as purposeful volunteer experiences, sharing valuable insights on creating trips that both delight and give back. Christopher draws from his extensive global experience to discuss designing impactful travel that teaches empathy, fosters family bonding, and supports communities—all without sacrificing comfort. This episode is a must-listen for families, travelers, and philanthropists seeking more purposeful ways to explore the world.  Key Takeaways: 🌱 Luxury with Purpose: Learn how to combine high-end travel with hands-on service projects to create transformative experiences. 👨‍👩‍👧‍👦 Family Bonding: Discover how volunteer vacations strengthen family connections and teach children empathy and gratitude. 🦜 Diverse Opportunities: From wildlife conservation in Costa Rica to eco-stove installations in Belize, see how projects are tailored to age and interests. 🛠️ Local Empowerment: Understand Hands Up Holidays’ model of employing local experts while enabling travelers to participate meaningfully. 🌏 Impact Destinations: Get a sneak peek at Christopher’s new brand offering philanthropic travel experiences with unique, high-end rewards. “It just felt great to actually make a difference in their lives.” “Our kids can be involved from as young as five—this is where the magic really happens.” “I’d like my legacy to be that luxury travel and giving back isn’t a foreign concept.”  Quotes from Christopher Hill: 🔗 Conclusion: This episode is a powerful invitation to rethink travel—not just as a getaway but as a way to leave a positive mark on the world while creating lifelong family memories. Connect with Christopher: Website: https://handsupholidays.com/ Website: https://impactdestinations.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 Oct 2025 04:00:00 -0000 Luxury Family Volunteer Vacations & Philanthropic Travel full 87 Stan Miller featuring Christopher Hill 🌎✈️ What if your next family vacation didn’t just create memories but also changed lives? Discover how luxury travel can blend seamlessly with meaningful service experiences. In this episode of Your Life. Your Legacy. Katie Beth sits down with Christopher Hill, Founder of Hands Up Holidays. Together, they explore how luxury family vacations can double as purposeful volunteer experiences, sharing valuable insights on creating trips that both delight and give back. Christopher draws from his extensive global experience to discuss designing impactful travel that teaches empathy, fosters family bonding, and supports communities—all without sacrificing comfort. This episode is a must-listen for families, travelers, and philanthropists seeking more purposeful ways to explore the world.  Key Takeaways: 🌱 Luxury with Purpose: Learn how to combine high-end travel with hands-on service projects to create transformative experiences. 👨‍👩‍👧‍👦 Family Bonding: Discover how volunteer vacations strengthen family connections and teach children empathy and gratitude. 🦜 Diverse Opportunities: From wildlife conservation in Costa Rica to eco-stove installations in Belize, see how projects are tailored to age and interests. 🛠️ Local Empowerment: Understand Hands Up Holidays’ model of employing local experts while enabling travelers to participate meaningfully. 🌏 Impact Destinations: Get a sneak peek at Christopher’s new brand offering philanthropic travel experiences with unique, high-end rewards. “It just felt great to actually make a difference in their lives.” “Our kids can be involved from as young as five—this is where the magic really happens.” “I’d like my legacy to be that luxury travel and giving back isn’t a foreign concept.”  Quotes from Christopher Hill: 🔗 Conclusion: This episode is a powerful invitation to rethink travel—not just as a getaway but as a way to leave a positive mark on the world while creating lifelong family memories. Connect with Christopher: Website: https://handsupholidays.com/ Website: https://impactdestinations.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices 🌎✈️ What if your next family vacation didn’t just create memories but also changed lives? Discover how luxury travel can blend seamlessly with meaningful service experiences.


In this episode of Your Life. Your Legacy. Katie Beth sits down with Christopher Hill, Founder of Hands Up Holidays. Together, they explore how luxury family vacations can double as purposeful volunteer experiences, sharing valuable insights on creating trips that both delight and give back. Christopher draws from his extensive global experience to discuss designing impactful travel that teaches empathy, fosters family bonding, and supports communities—all without sacrificing comfort. This episode is a must-listen for families, travelers, and philanthropists seeking more purposeful ways to explore the world.
 

Key Takeaways:

  • 🌱 Luxury with Purpose: Learn how to combine high-end travel with hands-on service projects to create transformative experiences.
  • 👨‍👩‍👧‍👦 Family Bonding: Discover how volunteer vacations strengthen family connections and teach children empathy and gratitude.
  • 🦜 Diverse Opportunities: From wildlife conservation in Costa Rica to eco-stove installations in Belize, see how projects are tailored to age and interests.
  • 🛠️ Local Empowerment: Understand Hands Up Holidays’ model of employing local experts while enabling travelers to participate meaningfully.
  • 🌏 Impact Destinations: Get a sneak peek at Christopher’s new brand offering philanthropic travel experiences with unique, high-end rewards.
  • “It just felt great to actually make a difference in their lives.”
  • “Our kids can be involved from as young as five—this is where the magic really happens.”
  • “I’d like my legacy to be that luxury travel and giving back isn’t a foreign concept.”

 Quotes from Christopher Hill:
 🔗 Conclusion: This episode is a powerful invitation to rethink travel—not just as a getaway but as a way to leave a positive mark on the world while creating lifelong family memories.
 
Connect with Christopher:
Website: https://handsupholidays.com/ 
Website: https://impactdestinations.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1365 Nancy Griffin: Empowering Women Through Wealth and Wellness You are worthy of owning your health and wealth. Are you ready to step into that power? In this episode of Your Life. Your Legacy., Katie Beth sits down with Nancy Griffin, CEO and Founder of Women Worth and Wellness. Together, they explore the intersection of women’s health, wealth, and philanthropy, sharing valuable insights and practical strategies for building a holistic plan that honors both financial security and well-being. Nancy draws from decades of experience in wealth management and leadership to discuss the importance of women “owning it,” cultivating the right mindset, and embracing their worth without guilt. This episode is a must-listen for women navigating wealth, health, and legacy planning, providing both knowledge and inspiration to take charge of their future. Key Takeaways: ● 💎 Own Your Power: The biggest mistake women make is not fully owning their financial and personal responsibility—embracing it changes everything. ● 🧠 Mindset Matters: A strong mindset and sense of worth are essential foundations for both health and wealth planning. ● ❤️ Health Is Wealth: Without prioritizing mental and physical health, even the best wealth plans fall short. ● 🌱 Transformational Philanthropy: Small acts of giving not only reduce taxes but also create lasting impact and personal fulfillment. ● 👩‍💼 Women as Leaders: The world needs more women to step into leadership and set new standards in wealth, wellness, and philanthropy. Quotes from Nancy Griffin: ● “You are worthy. Just know that you are worthy of looking after yourself to the very best of your ability.” ● “The biggest mistake is not owning it. Women are smart, but very busy—yet at the end of the day, you are your number one asset.” ● “There’s really no point in building a wealth plan if you haven’t focused on your health first.” 🔗 Conclusion: Nancy reminds us that true wealth begins with self-worth, health, and the courage to step fully into your financial and personal power.   Connect with Nancy: Website:  https://womenworthwellness.com/ LinkedIn:  https://www.linkedin.com/company/womenworthandwellness/ Facebook:  https://www.facebook.com/womenworthandwellness Instagram:  https://www.instagram.com/womenworthandwellness/ YouTube:  https://www.youtube.com/channel/UCODT3IoUJsg0HEDx1zMQRHA Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 09 Oct 2025 04:00:00 -0000 Empowering Women Through Wealth and Wellness full 86 Stan Miller featuring Nancy Griffin You are worthy of owning your health and wealth. Are you ready to step into that power? In this episode of Your Life. Your Legacy., Katie Beth sits down with Nancy Griffin, CEO and Founder of Women Worth and Wellness. Together, they explore the intersection of women’s health, wealth, and philanthropy, sharing valuable insights and practical strategies for building a holistic plan that honors both financial security and well-being. Nancy draws from decades of experience in wealth management and leadership to discuss the importance of women “owning it,” cultivating the right mindset, and embracing their worth without guilt. This episode is a must-listen for women navigating wealth, health, and legacy planning, providing both knowledge and inspiration to take charge of their future. Key Takeaways: ● 💎 Own Your Power: The biggest mistake women make is not fully owning their financial and personal responsibility—embracing it changes everything. ● 🧠 Mindset Matters: A strong mindset and sense of worth are essential foundations for both health and wealth planning. ● ❤️ Health Is Wealth: Without prioritizing mental and physical health, even the best wealth plans fall short. ● 🌱 Transformational Philanthropy: Small acts of giving not only reduce taxes but also create lasting impact and personal fulfillment. ● 👩‍💼 Women as Leaders: The world needs more women to step into leadership and set new standards in wealth, wellness, and philanthropy. Quotes from Nancy Griffin: ● “You are worthy. Just know that you are worthy of looking after yourself to the very best of your ability.” ● “The biggest mistake is not owning it. Women are smart, but very busy—yet at the end of the day, you are your number one asset.” ● “There’s really no point in building a wealth plan if you haven’t focused on your health first.” 🔗 Conclusion: Nancy reminds us that true wealth begins with self-worth, health, and the courage to step fully into your financial and personal power.   Connect with Nancy: Website:  https://womenworthwellness.com/ LinkedIn:  https://www.linkedin.com/company/womenworthandwellness/ Facebook:  https://www.facebook.com/womenworthandwellness Instagram:  https://www.instagram.com/womenworthandwellness/ YouTube:  https://www.youtube.com/channel/UCODT3IoUJsg0HEDx1zMQRHA Learn more about your ad choices. Visit megaphone.fm/adchoices You are worthy of owning your health and wealth. Are you ready to step into that power?


In this episode of Your Life. Your Legacy., Katie Beth sits down with Nancy Griffin, CEO and Founder of Women Worth and Wellness. Together, they explore the intersection of women’s health, wealth, and philanthropy, sharing valuable insights and practical strategies for building a holistic plan that honors both financial security and well-being. Nancy draws from decades of experience in wealth management and leadership to discuss the importance of women “owning it,” cultivating the right mindset, and embracing their worth without guilt. This episode is a must-listen for women navigating wealth, health, and legacy planning, providing both knowledge and inspiration to take charge of their future.


Key Takeaways:


● 💎 Own Your Power: The biggest mistake women make is not fully owning their financial and personal responsibility—embracing it changes everything.

● 🧠 Mindset Matters: A strong mindset and sense of worth are essential foundations for both health and wealth planning.

● ❤️ Health Is Wealth: Without prioritizing mental and physical health, even the best wealth plans fall short.

● 🌱 Transformational Philanthropy: Small acts of giving not only reduce taxes but also create lasting impact and personal fulfillment.

● 👩‍💼 Women as Leaders: The world needs more women to step into leadership and set new standards in wealth, wellness, and philanthropy.


Quotes from Nancy Griffin:


● “You are worthy. Just know that you are worthy of looking after yourself to the very best of your ability.”

● “The biggest mistake is not owning it. Women are smart, but very busy—yet at the end of the day, you are your number one asset.”

● “There’s really no point in building a wealth plan if you haven’t focused on your health first.”


🔗 Conclusion: Nancy reminds us that true wealth begins with self-worth, health, and the courage to step fully into your financial and personal power.


 


Connect with Nancy:


Website:  https://womenworthwellness.com/

LinkedIn:  https://www.linkedin.com/company/womenworthandwellness/

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

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

YouTube:  https://www.youtube.com/channel/UCODT3IoUJsg0HEDx1zMQRHA


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1288 Christine Trimpe: Prioritizing Movement for Overall Well-being What if the biggest change in your health—and your legacy—started with one prayer on a mountainside?In this episode of Your Life. Your Legacy., Katie Beth sits down with Christine Trimpe, transformative wellness leader, author, and coach. Together, they explore Christine’s journey from decades of obesity to vibrant health, and how faith, nutrition, and holistic living shaped her new calling. Christine draws from her personal transformation and coaching experience to discuss breaking free from sugar addiction, aligning health with faith, and building sustainable habits. This episode is a must-listen for women seeking freedom from unhealthy cycles and anyone ready to honor their body and faith through lasting wellness.Key Takeaways● 🍎 Breaking Sugar Shackles: Why sugar addiction is a root cause of chronic disease and how eliminating it can transform health.● 🙏 Faith as Foundation: How deepening her relationship with God became the cornerstone of Christine’s lasting wellness.● 🧠 Mindset Shift: Why renewing the mind is the hardest but most crucial part of the journey.● 🚶 Movement Over Exercise: The importance of reframing fitness as joyful movement, not punishment.● 🌱 Holistic Health: The Sugar Freed Method’s five pillars—food, fasting, feelings, fitness, fellowship—grounded in faith.Quotes from Christine Trimpe● “I was bound in sugar shackles, piling on guilt and shame, until I learned to crave well—the way God designed us to.”● “I finally realized I couldn’t do this under my own control. Inviting God into my health journey changed everything.”● “My passion is for the fitness of the church—both physical and spiritual. I want women grounded in the Word as they pursue wellness.” 🔗 Conclusion: Christine’s story reminds us that lasting health isn’t just about the scale—it’s about freedom, faith, and leaving a legacy of wellness for generations to come. Connect with Christine:Website:  https://christinetrimpe.com/ SugarFreed book: ⁠https://a.co/d/icpVN4P Instagram:  https://www.instagram.com/coachchristinetrimpe/YouTube:  https://www.youtube.com/christinetrimpeFacebook:  https://www.facebook.com/christine.trimpe/X:  https://x.com/ketochristinemi?lang=enLinkedIn:  https://www.linkedin.com/in/christine-trimpe-07123299/New boost Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Sep 2025 04:00:00 -0000 Prioritizing Movement for Overall Well-being full 87 Stan Miller featuring Christine Trimpe What if the biggest change in your health—and your legacy—started with one prayer on a mountainside?In this episode of Your Life. Your Legacy., Katie Beth sits down with Christine Trimpe, transformative wellness leader, author, and coach. Together, they explore Christine’s journey from decades of obesity to vibrant health, and how faith, nutrition, and holistic living shaped her new calling. Christine draws from her personal transformation and coaching experience to discuss breaking free from sugar addiction, aligning health with faith, and building sustainable habits. This episode is a must-listen for women seeking freedom from unhealthy cycles and anyone ready to honor their body and faith through lasting wellness.Key Takeaways● 🍎 Breaking Sugar Shackles: Why sugar addiction is a root cause of chronic disease and how eliminating it can transform health.● 🙏 Faith as Foundation: How deepening her relationship with God became the cornerstone of Christine’s lasting wellness.● 🧠 Mindset Shift: Why renewing the mind is the hardest but most crucial part of the journey.● 🚶 Movement Over Exercise: The importance of reframing fitness as joyful movement, not punishment.● 🌱 Holistic Health: The Sugar Freed Method’s five pillars—food, fasting, feelings, fitness, fellowship—grounded in faith.Quotes from Christine Trimpe● “I was bound in sugar shackles, piling on guilt and shame, until I learned to crave well—the way God designed us to.”● “I finally realized I couldn’t do this under my own control. Inviting God into my health journey changed everything.”● “My passion is for the fitness of the church—both physical and spiritual. I want women grounded in the Word as they pursue wellness.” 🔗 Conclusion: Christine’s story reminds us that lasting health isn’t just about the scale—it’s about freedom, faith, and leaving a legacy of wellness for generations to come. Connect with Christine:Website:  https://christinetrimpe.com/ SugarFreed book: ⁠https://a.co/d/icpVN4P Instagram:  https://www.instagram.com/coachchristinetrimpe/YouTube:  https://www.youtube.com/christinetrimpeFacebook:  https://www.facebook.com/christine.trimpe/X:  https://x.com/ketochristinemi?lang=enLinkedIn:  https://www.linkedin.com/in/christine-trimpe-07123299/New boost Learn more about your ad choices. Visit megaphone.fm/adchoices What if the biggest change in your health—and your legacy—started with one prayer on a mountainside?
In this episode of Your Life. Your Legacy., Katie Beth sits down with Christine Trimpe, transformative wellness leader, author, and coach. Together, they explore Christine’s journey from decades of obesity to vibrant health, and how faith, nutrition, and holistic living shaped her new calling. Christine draws from her personal transformation and coaching experience to discuss breaking free from sugar addiction, aligning health with faith, and building sustainable habits. This episode is a must-listen for women seeking freedom from unhealthy cycles and anyone ready to honor their body and faith through lasting wellness.
Key Takeaways
● 🍎 Breaking Sugar Shackles: Why sugar addiction is a root cause of chronic disease and how eliminating it can transform health.
● 🙏 Faith as Foundation: How deepening her relationship with God became the cornerstone of Christine’s lasting wellness.
● 🧠 Mindset Shift: Why renewing the mind is the hardest but most crucial part of the journey.
● 🚶 Movement Over Exercise: The importance of reframing fitness as joyful movement, not punishment.
● 🌱 Holistic Health: The Sugar Freed Method’s five pillars—food, fasting, feelings, fitness, fellowship—grounded in faith.
Quotes from Christine Trimpe
● “I was bound in sugar shackles, piling on guilt and shame, until I learned to crave well—the way God designed us to.”
● “I finally realized I couldn’t do this under my own control. Inviting God into my health journey changed everything.”
● “My passion is for the fitness of the church—both physical and spiritual. I want women grounded in the Word as they pursue wellness.”

🔗 Conclusion: Christine’s story reminds us that lasting health isn’t just about the scale—it’s about freedom, faith, and leaving a legacy of wellness for generations to come.


Connect with Christine:
Website:  https://christinetrimpe.com/

SugarFreed book: ⁠https://a.co/d/icpVN4P Instagram:  https://www.instagram.com/coachchristinetrimpe/
YouTube:  https://www.youtube.com/christinetrimpe
Facebook:  https://www.facebook.com/christine.trimpe/
X:  https://x.com/ketochristinemi?lang=en
LinkedIn:  https://www.linkedin.com/in/christine-trimpe-07123299/New boost

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1853 Dr. Ami Angell: H3 Project: Hearts on the Homefront In this episode of Your Life. Your Legacy., Stan Miller and Katie Beth Hand sit down with Dr. Ami Angell, founder of the H3 Project in Washington D.C. Together, they explore the realities of homelessness and human trafficking, sharing eye-opening insights and practical solutions. Dr. Angell draws from her global background in counterterrorism, human rights law, and nonprofit leadership to discuss the intertwined challenges of homelessness and trafficking, offering actionable advice for communities who want to make a difference. This episode is a must-listen for anyone who wants to better understand these issues and learn how to contribute to meaningful change. Key Takeaways:● 🏙️ Holistic Approach to Homelessness: Success comes from more than housing—it requires wraparound services addressing mental health, employment, and purpose.● 🛡️ Understanding Human Trafficking: Trafficking isn’t just sex work across borders—it includes widespread labor exploitation hidden in plain sight.● 🤝 The Power of Relationships: Building trust is key—people experiencing homelessness often wait for the person they know before seeking help.● 💡 Employment as Purpose: Work and training programs restore dignity and create long-term stability for individuals transitioning off the streets.● ❤️ Everyone Has a Story: Behind every case of homelessness is trauma, loss, or circumstance that deserves empathy and respect. Quotes from Dr. Ami Angell:● “One size does not fit all. It’s not about us—it’s really about them.”● “Busy minds don’t find ways to get into trouble, and they feel honored and respected when given purpose.”● “Everyone has a story. No one grows up saying, ‘I want to be homeless.’ Life happens. Trauma happens.”🔗 Conclusion: Real solutions require empathy, patience, and action—meeting people where they are, listening to their stories, and helping them rebuild their lives with dignity. Connect with Ami:Website: https://h3projectdc.org/ Facebook: @h3projectdc Instagram: @h3projectdc Twitter: @h3projectdc Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 Sep 2025 04:00:00 -0000 H3 Project: Hearts on the Homefront full 84 Stan Miller featuring Dr. Ami Angell In this episode of Your Life. Your Legacy., Stan Miller and Katie Beth Hand sit down with Dr. Ami Angell, founder of the H3 Project in Washington D.C. Together, they explore the realities of homelessness and human trafficking, sharing eye-opening insights and practical solutions. Dr. Angell draws from her global background in counterterrorism, human rights law, and nonprofit leadership to discuss the intertwined challenges of homelessness and trafficking, offering actionable advice for communities who want to make a difference. This episode is a must-listen for anyone who wants to better understand these issues and learn how to contribute to meaningful change. Key Takeaways:● 🏙️ Holistic Approach to Homelessness: Success comes from more than housing—it requires wraparound services addressing mental health, employment, and purpose.● 🛡️ Understanding Human Trafficking: Trafficking isn’t just sex work across borders—it includes widespread labor exploitation hidden in plain sight.● 🤝 The Power of Relationships: Building trust is key—people experiencing homelessness often wait for the person they know before seeking help.● 💡 Employment as Purpose: Work and training programs restore dignity and create long-term stability for individuals transitioning off the streets.● ❤️ Everyone Has a Story: Behind every case of homelessness is trauma, loss, or circumstance that deserves empathy and respect. Quotes from Dr. Ami Angell:● “One size does not fit all. It’s not about us—it’s really about them.”● “Busy minds don’t find ways to get into trouble, and they feel honored and respected when given purpose.”● “Everyone has a story. No one grows up saying, ‘I want to be homeless.’ Life happens. Trauma happens.”🔗 Conclusion: Real solutions require empathy, patience, and action—meeting people where they are, listening to their stories, and helping them rebuild their lives with dignity. Connect with Ami:Website: https://h3projectdc.org/ Facebook: @h3projectdc Instagram: @h3projectdc Twitter: @h3projectdc Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Your Life. Your Legacy., Stan Miller and Katie Beth Hand sit down with Dr. Ami Angell, founder of the H3 Project in Washington D.C. Together, they explore the realities of homelessness and human trafficking, sharing eye-opening insights and practical solutions. Dr. Angell draws from her global background in counterterrorism, human rights law, and nonprofit leadership to discuss the intertwined challenges of homelessness and trafficking, offering actionable advice for communities who want to make a difference. This episode is a must-listen for anyone who wants to better understand these issues and learn how to contribute to meaningful change.


Key Takeaways:
● 🏙️ Holistic Approach to Homelessness: Success comes from more than housing—it requires wraparound services addressing mental health, employment, and purpose.
● 🛡️ Understanding Human Trafficking: Trafficking isn’t just sex work across borders—it includes widespread labor exploitation hidden in plain sight.
● 🤝 The Power of Relationships: Building trust is key—people experiencing homelessness often wait for the person they know before seeking help.
● 💡 Employment as Purpose: Work and training programs restore dignity and create long-term stability for individuals transitioning off the streets.
● ❤️ Everyone Has a Story: Behind every case of homelessness is trauma, loss, or circumstance that deserves empathy and respect.

Quotes from Dr. Ami Angell:
● “One size does not fit all. It’s not about us—it’s really about them.”
● “Busy minds don’t find ways to get into trouble, and they feel honored and respected when given purpose.”
● “Everyone has a story. No one grows up saying, ‘I want to be homeless.’ Life happens. Trauma happens.”
🔗 Conclusion: Real solutions require empathy, patience, and action—meeting people where they are, listening to their stories, and helping them rebuild their lives with dignity.

Connect with Ami:
Website: https://h3projectdc.org/

Facebook: @h3projectdc

Instagram: @h3projectdc

Twitter: @h3projectdc

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1938 Lisa Rusyniak: Transforming Lives Through Empowerment ♻️ How Can Your Trash Transform Lives? Discover the Power of Purpose-Driven Sustainability in This Inspiring Episode!In this episode of Your Life. Your Legacy., Stan sits down with Lisa Rusyniak, President & CEO of Goodwill Industries of the Chesapeake. Together, they explore how Goodwill is creating real change through sustainability, job training, and second chances, sharing valuable insights and practical takeaways for listeners. Lisa draws from her extensive leadership experience to discuss innovative recycling initiatives, workforce development for underserved communities, and the power of believing in people who have been overlooked, offering actionable advice for community leaders, nonprofit advocates, and anyone passionate about making an impact. This episode is a must-listen for those who want to turn purpose into action, providing both inspiration and tools to help create lasting change. Key Takeaways:● ♻️ Circular Impact: Donated goods at Goodwill do more than get resold—they support life-changing job programs and are diverted from landfills through innovative recycling.● 🎓 Education as Empowerment: Lisa helped open Maryland’s first Goodwill adult high school, offering adults a second chance to earn their diploma and reclaim their futures.● 🚛 From Prison to Purpose: Learn how Goodwill’s “Behind the Fence” program prepares incarcerated individuals for success before they’re even released.● 🛠️ Second Chances Create Stronger Communities: Goodwill serves not just people with disabilities, but anyone facing barriers to employment—from addiction recovery to lack of education.● 🌍 Recycling Glass Into Sand: A groundbreaking sustainability initiative is turning unusable glass into sand for construction and beach replenishment—while funding mission-driven programs. Quotes from Lisa Rusyniak:● “We’re probably the oldest recyclers in the world—our founder’s vision was always about taking what’s broken and giving it new life.”● “Once you give people confidence, they take off like rockets.”● “Sustainability is just a microcosm of what we do—our mission is to help people change their lives.” 🔗 Conclusion: Goodwill’s mission isn’t about used clothes—it’s about renewed lives. This episode is a powerful reminder that purpose and profit can go hand in hand when the goal is lifting people up. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 28 Aug 2025 04:00:00 -0000 Transforming Lives Through Empowerment full 83 Stan Miller featuring Lisa Rusyniak ♻️ How Can Your Trash Transform Lives? Discover the Power of Purpose-Driven Sustainability in This Inspiring Episode!In this episode of Your Life. Your Legacy., Stan sits down with Lisa Rusyniak, President & CEO of Goodwill Industries of the Chesapeake. Together, they explore how Goodwill is creating real change through sustainability, job training, and second chances, sharing valuable insights and practical takeaways for listeners. Lisa draws from her extensive leadership experience to discuss innovative recycling initiatives, workforce development for underserved communities, and the power of believing in people who have been overlooked, offering actionable advice for community leaders, nonprofit advocates, and anyone passionate about making an impact. This episode is a must-listen for those who want to turn purpose into action, providing both inspiration and tools to help create lasting change. Key Takeaways:● ♻️ Circular Impact: Donated goods at Goodwill do more than get resold—they support life-changing job programs and are diverted from landfills through innovative recycling.● 🎓 Education as Empowerment: Lisa helped open Maryland’s first Goodwill adult high school, offering adults a second chance to earn their diploma and reclaim their futures.● 🚛 From Prison to Purpose: Learn how Goodwill’s “Behind the Fence” program prepares incarcerated individuals for success before they’re even released.● 🛠️ Second Chances Create Stronger Communities: Goodwill serves not just people with disabilities, but anyone facing barriers to employment—from addiction recovery to lack of education.● 🌍 Recycling Glass Into Sand: A groundbreaking sustainability initiative is turning unusable glass into sand for construction and beach replenishment—while funding mission-driven programs. Quotes from Lisa Rusyniak:● “We’re probably the oldest recyclers in the world—our founder’s vision was always about taking what’s broken and giving it new life.”● “Once you give people confidence, they take off like rockets.”● “Sustainability is just a microcosm of what we do—our mission is to help people change their lives.” 🔗 Conclusion: Goodwill’s mission isn’t about used clothes—it’s about renewed lives. This episode is a powerful reminder that purpose and profit can go hand in hand when the goal is lifting people up. Learn more about your ad choices. Visit megaphone.fm/adchoices ♻️ How Can Your Trash Transform Lives? Discover the Power of Purpose-Driven Sustainability in This Inspiring Episode!

In this episode of Your Life. Your Legacy., Stan sits down with Lisa Rusyniak, President & CEO of Goodwill Industries of the Chesapeake. Together, they explore how Goodwill is creating real change through sustainability, job training, and second chances, sharing valuable insights and practical takeaways for listeners. Lisa draws from her extensive leadership experience to discuss innovative recycling initiatives, workforce development for underserved communities, and the power of believing in people who have been overlooked, offering actionable advice for community leaders, nonprofit advocates, and anyone passionate about making an impact. This episode is a must-listen for those who want to turn purpose into action, providing both inspiration and tools to help create lasting change.
 Key Takeaways:

● ♻️ Circular Impact: Donated goods at Goodwill do more than get resold—they support life-changing job programs and are diverted from landfills through innovative recycling.
● 🎓 Education as Empowerment: Lisa helped open Maryland’s first Goodwill adult high school, offering adults a second chance to earn their diploma and reclaim their futures.
● 🚛 From Prison to Purpose: Learn how Goodwill’s “Behind the Fence” program prepares incarcerated individuals for success before they’re even released.
● 🛠️ Second Chances Create Stronger Communities: Goodwill serves not just people with disabilities, but anyone facing barriers to employment—from addiction recovery to lack of education.
● 🌍 Recycling Glass Into Sand: A groundbreaking sustainability initiative is turning unusable glass into sand for construction and beach replenishment—while funding mission-driven programs.
 Quotes from Lisa Rusyniak:

● “We’re probably the oldest recyclers in the world—our founder’s vision was always about taking what’s broken and giving it new life.”
● “Once you give people confidence, they take off like rockets.”
● “Sustainability is just a microcosm of what we do—our mission is to help people change their lives.”
 🔗 Conclusion: Goodwill’s mission isn’t about used clothes—it’s about renewed lives. This episode is a powerful reminder that purpose and profit can go hand in hand when the goal is lifting people up.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1591 Dr. Marianne Matzo: The Power of Legacy: Sharing Life Stories and Wisdom Facing the Reality of Death with Courage and ClarityIn this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Dr. Marianne Matzo, a renowned nurse, gerontology expert, and founder of Everyone Dies. Together, they explore the uncomfortable but universal topic of death, dying, and serious illness, sharing valuable insights and practical tips for listeners. Dr. Matzo draws from nearly five decades of experience to discuss how education, communication, and preparation can dramatically improve the end-of-life journey. This episode is a must-listen for anyone navigating a serious diagnosis, supporting aging loved ones, or helping clients plan for the inevitable, providing both knowledge and tools to face death with intention and grace.  Key Takeaways:● 🧠 Knowledge is Power: Understanding end-of-life care options—like palliative care and advanced directives—can reduce fear and empower better decisions.● 📘 Public Education Matters: Dr. Matzo founded Everyone Dies to fill the public knowledge gap and provide clear, evidence-based end-of-life guidance.● 💬 Start the Conversation Early: Avoid crisis-driven decisions by talking with loved ones about death preferences before illness strikes.● 🧳 Plan for More Than Just the Medical: From funerals to emotional legacies, preparing in advance helps avoid emotional overspending and preserves dignity.● 🧒 Death Education for Kids: Her children’s book, Everyone Dies, helps families explain loss to children in an honest, age-appropriate way.  Quotes from Dr. Marianne Matzo:● “Death is not optional—since you have to do it, learn all you can so you can do all you need to.”● “We plan weddings, we plan vacations, but we don’t plan our deaths—and yet it’s the one thing we all will do.”● “If you don’t tell your story, someone else will—and it won’t be told the way you want it to be.”  🔗 Conclusion: Death isn’t something to fear—it’s something to prepare for. Listen in to learn how thoughtful planning, compassionate education, and honest conversations can help you and your loved ones approach the end of life with confidence. Connect with Dr. Marianne Matzo:Website: www.every1dies.orgEveryone Dies Book: www.everyonediesthebook.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Aug 2025 04:00:00 -0000 The Power of Legacy: Sharing Life Stories and Wisdom full 82 Stan Miller featuring Dr. Marianne Matzo Facing the Reality of Death with Courage and ClarityIn this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Dr. Marianne Matzo, a renowned nurse, gerontology expert, and founder of Everyone Dies. Together, they explore the uncomfortable but universal topic of death, dying, and serious illness, sharing valuable insights and practical tips for listeners. Dr. Matzo draws from nearly five decades of experience to discuss how education, communication, and preparation can dramatically improve the end-of-life journey. This episode is a must-listen for anyone navigating a serious diagnosis, supporting aging loved ones, or helping clients plan for the inevitable, providing both knowledge and tools to face death with intention and grace.  Key Takeaways:● 🧠 Knowledge is Power: Understanding end-of-life care options—like palliative care and advanced directives—can reduce fear and empower better decisions.● 📘 Public Education Matters: Dr. Matzo founded Everyone Dies to fill the public knowledge gap and provide clear, evidence-based end-of-life guidance.● 💬 Start the Conversation Early: Avoid crisis-driven decisions by talking with loved ones about death preferences before illness strikes.● 🧳 Plan for More Than Just the Medical: From funerals to emotional legacies, preparing in advance helps avoid emotional overspending and preserves dignity.● 🧒 Death Education for Kids: Her children’s book, Everyone Dies, helps families explain loss to children in an honest, age-appropriate way.  Quotes from Dr. Marianne Matzo:● “Death is not optional—since you have to do it, learn all you can so you can do all you need to.”● “We plan weddings, we plan vacations, but we don’t plan our deaths—and yet it’s the one thing we all will do.”● “If you don’t tell your story, someone else will—and it won’t be told the way you want it to be.”  🔗 Conclusion: Death isn’t something to fear—it’s something to prepare for. Listen in to learn how thoughtful planning, compassionate education, and honest conversations can help you and your loved ones approach the end of life with confidence. Connect with Dr. Marianne Matzo:Website: www.every1dies.orgEveryone Dies Book: www.everyonediesthebook.com Learn more about your ad choices. Visit megaphone.fm/adchoices Facing the Reality of Death with Courage and Clarity
In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Dr. Marianne Matzo, a renowned nurse, gerontology expert, and founder of Everyone Dies. Together, they explore the uncomfortable but universal topic of death, dying, and serious illness, sharing valuable insights and practical tips for listeners. Dr. Matzo draws from nearly five decades of experience to discuss how education, communication, and preparation can dramatically improve the end-of-life journey. This episode is a must-listen for anyone navigating a serious diagnosis, supporting aging loved ones, or helping clients plan for the inevitable, providing both knowledge and tools to face death with intention and grace.


 Key Takeaways:
● 🧠 Knowledge is Power: Understanding end-of-life care options—like palliative care and advanced directives—can reduce fear and empower better decisions.
● 📘 Public Education Matters: Dr. Matzo founded Everyone Dies to fill the public knowledge gap and provide clear, evidence-based end-of-life guidance.
● 💬 Start the Conversation Early: Avoid crisis-driven decisions by talking with loved ones about death preferences before illness strikes.
● 🧳 Plan for More Than Just the Medical: From funerals to emotional legacies, preparing in advance helps avoid emotional overspending and preserves dignity.
● 🧒 Death Education for Kids: Her children’s book, Everyone Dies, helps families explain loss to children in an honest, age-appropriate way.

 Quotes from Dr. Marianne Matzo:
● “Death is not optional—since you have to do it, learn all you can so you can do all you need to.”
● “We plan weddings, we plan vacations, but we don’t plan our deaths—and yet it’s the one thing we all will do.”
● “If you don’t tell your story, someone else will—and it won’t be told the way you want it to be.”

 🔗 Conclusion: Death isn’t something to fear—it’s something to prepare for. Listen in to learn how thoughtful planning, compassionate education, and honest conversations can help you and your loved ones approach the end of life with confidence.
 
Connect with Dr. Marianne Matzo:
Website: www.every1dies.org

Everyone Dies Book: www.everyonediesthebook.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2543 Brian Samson: Exploring the Advantages of Nearshoring in Latin America Are you curious how U.S. companies are tapping into top international talent while cutting costs and boosting collaboration? This episode will open your eyes to the power of nearshoring.In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Brian Samson, founder and CEO of Plug Technologies and host of The Nearshore Café podcast. Together, they explore the world of nearshoring, sharing valuable insights and practical tips for business owners and leaders. Brian draws from a decade of experience in building successful nearshore teams to discuss the benefits, risks, and practical considerations of hiring international talent. This episode is a must-listen for entrepreneurs, executives, and anyone building remote teams, providing both knowledge and tools to navigate this growing strategy. Key Takeaways:● 🌎 Nearshoring Defined: Nearshoring means hiring international talent in a nearby time zone (like Latin America), allowing real-time collaboration without sacrificing quality.● 🔐 Security & Trust: With today’s tools and contracts, hiring remote workers from countries like Argentina or Mexico can be just as secure as hiring domestically.● 💡 Hidden Talent in Chaos: Workers in regions of economic instability often possess resilience, creativity, and adaptability—traits invaluable to fast-paced businesses.● 🧠 Communication Advantage: Many Latin American professionals speak fluent, accent-neutral English, with a strong grasp of American culture and colloquialisms.● 💰 Cost vs. Value: While Asia may offer lower hourly rates, Latin America's value in collaboration, problem-solving, and loyalty often outweighs small savings. Quotes from Brian Samson:● "In volatility and chaos lies upside—if you can make sense of it where others can’t, you unlock enormous opportunity."● "The number one reason I nearshore? It’s the quality of talent—adaptable, calm under pressure, and full of initiative."● "You’re not exploiting labor. You’re creating win-win partnerships that improve quality of life abroad while lowering costs at home." 🔗 Conclusion:Nearshoring isn't just about saving money—it's about finding skilled, reliable, and collaborative team members who can grow with your business. Explore the possibilities at Plugg Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Jul 2025 04:00:00 -0000 Exploring the Advantages of Nearshoring in Latin America full 81 Stan Miller featuring Brian Samson Are you curious how U.S. companies are tapping into top international talent while cutting costs and boosting collaboration? This episode will open your eyes to the power of nearshoring.In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Brian Samson, founder and CEO of Plug Technologies and host of The Nearshore Café podcast. Together, they explore the world of nearshoring, sharing valuable insights and practical tips for business owners and leaders. Brian draws from a decade of experience in building successful nearshore teams to discuss the benefits, risks, and practical considerations of hiring international talent. This episode is a must-listen for entrepreneurs, executives, and anyone building remote teams, providing both knowledge and tools to navigate this growing strategy. Key Takeaways:● 🌎 Nearshoring Defined: Nearshoring means hiring international talent in a nearby time zone (like Latin America), allowing real-time collaboration without sacrificing quality.● 🔐 Security & Trust: With today’s tools and contracts, hiring remote workers from countries like Argentina or Mexico can be just as secure as hiring domestically.● 💡 Hidden Talent in Chaos: Workers in regions of economic instability often possess resilience, creativity, and adaptability—traits invaluable to fast-paced businesses.● 🧠 Communication Advantage: Many Latin American professionals speak fluent, accent-neutral English, with a strong grasp of American culture and colloquialisms.● 💰 Cost vs. Value: While Asia may offer lower hourly rates, Latin America's value in collaboration, problem-solving, and loyalty often outweighs small savings. Quotes from Brian Samson:● "In volatility and chaos lies upside—if you can make sense of it where others can’t, you unlock enormous opportunity."● "The number one reason I nearshore? It’s the quality of talent—adaptable, calm under pressure, and full of initiative."● "You’re not exploiting labor. You’re creating win-win partnerships that improve quality of life abroad while lowering costs at home." 🔗 Conclusion:Nearshoring isn't just about saving money—it's about finding skilled, reliable, and collaborative team members who can grow with your business. Explore the possibilities at Plugg Tech. Learn more about your ad choices. Visit megaphone.fm/adchoices Are you curious how U.S. companies are tapping into top international talent while cutting costs and boosting collaboration? This episode will open your eyes to the power of nearshoring.
In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Brian Samson, founder and CEO of Plug Technologies and host of The Nearshore Café podcast. Together, they explore the world of nearshoring, sharing valuable insights and practical tips for business owners and leaders. Brian draws from a decade of experience in building successful nearshore teams to discuss the benefits, risks, and practical considerations of hiring international talent. This episode is a must-listen for entrepreneurs, executives, and anyone building remote teams, providing both knowledge and tools to navigate this growing strategy.
 Key Takeaways:
● 🌎 Nearshoring Defined: Nearshoring means hiring international talent in a nearby time zone (like Latin America), allowing real-time collaboration without sacrificing quality.
● 🔐 Security & Trust: With today’s tools and contracts, hiring remote workers from countries like Argentina or Mexico can be just as secure as hiring domestically.
● 💡 Hidden Talent in Chaos: Workers in regions of economic instability often possess resilience, creativity, and adaptability—traits invaluable to fast-paced businesses.
● 🧠 Communication Advantage: Many Latin American professionals speak fluent, accent-neutral English, with a strong grasp of American culture and colloquialisms.
● 💰 Cost vs. Value: While Asia may offer lower hourly rates, Latin America's value in collaboration, problem-solving, and loyalty often outweighs small savings.
 Quotes from Brian Samson:
● "In volatility and chaos lies upside—if you can make sense of it where others can’t, you unlock enormous opportunity."
● "The number one reason I nearshore? It’s the quality of talent—adaptable, calm under pressure, and full of initiative."
● "You’re not exploiting labor. You’re creating win-win partnerships that improve quality of life abroad while lowering costs at home."
 🔗 Conclusion:
Nearshoring isn't just about saving money—it's about finding skilled, reliable, and collaborative team members who can grow with your business. Explore the possibilities at Plugg Tech.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2263 Melissa Seiderman: The Power of Personalized Email Marketing Ready to transform your email list into a revenue-driving machine? 📩 In this episode of Your Life. Your Legacy., Stan Miller and Katie Beth Hand sit down with Melissa Seideman, CEO of Not Another Virtual Assistant and a former educator turned email marketing strategist. Together, they explore how thoughtful, consistent email marketing can drive real business results—no matter your industry. Melissa shares insider strategies for building powerful email lists, crafting high-converting campaigns, and avoiding costly mistakes. Whether you're new to email marketing or looking to level up, this episode delivers actionable insights you can apply right away.Key Takeaways:● 💼 From Teaching to CEO: How Melissa built a thriving email marketing agency after leaving the classroom.● 📈 Return on Investment: Why email marketing offers a 37:1 return—and how to harness it.● 📬 Building the Right List: The importance of opt-ins, welcome sequences, and sender reputation.● ✨ Brand Consistency: Why cohesive branding across emails builds trust and boosts engagement.● 🧠 AI with a Human Touch: How Melissa’s team uses AI for efficiency—but never replaces the human voice.Quotes from Melissa Seideman:● "Just start sending emails and pretend you're talking to your best friend next door."● "If it's done right, you will make money—one of my clients made $25,000 this month just from emails."● "People consider email sacred. Give them a reason to join your list by offering value up front."🔗 Conclusion: Email marketing is not just a trend—it's a strategic tool that, when done right, can build trust, generate revenue, and grow your business organically.🔗Connect with Melissa:Website:  www.notanotherva.com Get 4 free email templates now: https://notanothervirtualassistant.com/op/trynowemailclub/ Instagram:  https://www.instagram.com/notanotherva/ New boost Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 17 Jul 2025 04:00:00 -0000 The Power of Personalized Email Marketing full 80 Stan Miller featuring Melissa Seiderman Ready to transform your email list into a revenue-driving machine? 📩 In this episode of Your Life. Your Legacy., Stan Miller and Katie Beth Hand sit down with Melissa Seideman, CEO of Not Another Virtual Assistant and a former educator turned email marketing strategist. Together, they explore how thoughtful, consistent email marketing can drive real business results—no matter your industry. Melissa shares insider strategies for building powerful email lists, crafting high-converting campaigns, and avoiding costly mistakes. Whether you're new to email marketing or looking to level up, this episode delivers actionable insights you can apply right away.Key Takeaways:● 💼 From Teaching to CEO: How Melissa built a thriving email marketing agency after leaving the classroom.● 📈 Return on Investment: Why email marketing offers a 37:1 return—and how to harness it.● 📬 Building the Right List: The importance of opt-ins, welcome sequences, and sender reputation.● ✨ Brand Consistency: Why cohesive branding across emails builds trust and boosts engagement.● 🧠 AI with a Human Touch: How Melissa’s team uses AI for efficiency—but never replaces the human voice.Quotes from Melissa Seideman:● "Just start sending emails and pretend you're talking to your best friend next door."● "If it's done right, you will make money—one of my clients made $25,000 this month just from emails."● "People consider email sacred. Give them a reason to join your list by offering value up front."🔗 Conclusion: Email marketing is not just a trend—it's a strategic tool that, when done right, can build trust, generate revenue, and grow your business organically.🔗Connect with Melissa:Website:  www.notanotherva.com Get 4 free email templates now: https://notanothervirtualassistant.com/op/trynowemailclub/ Instagram:  https://www.instagram.com/notanotherva/ New boost Learn more about your ad choices. Visit megaphone.fm/adchoices Ready to transform your email list into a revenue-driving machine? 📩 In this episode of Your Life. Your Legacy., Stan Miller and Katie Beth Hand sit down with Melissa Seideman, CEO of Not Another Virtual Assistant and a former educator turned email marketing strategist. Together, they explore how thoughtful, consistent email marketing can drive real business results—no matter your industry. Melissa shares insider strategies for building powerful email lists, crafting high-converting campaigns, and avoiding costly mistakes. Whether you're new to email marketing or looking to level up, this episode delivers actionable insights you can apply right away.

Key Takeaways:
● 💼 From Teaching to CEO: How Melissa built a thriving email marketing agency after leaving the classroom.
● 📈 Return on Investment: Why email marketing offers a 37:1 return—and how to harness it.
● 📬 Building the Right List: The importance of opt-ins, welcome sequences, and sender reputation.
● ✨ Brand Consistency: Why cohesive branding across emails builds trust and boosts engagement.
● 🧠 AI with a Human Touch: How Melissa’s team uses AI for efficiency—but never replaces the human voice.

Quotes from Melissa Seideman:
● "Just start sending emails and pretend you're talking to your best friend next door."
● "If it's done right, you will make money—one of my clients made $25,000 this month just from emails."
● "People consider email sacred. Give them a reason to join your list by offering value up front."
🔗 Conclusion: Email marketing is not just a trend—it's a strategic tool that, when done right, can build trust, generate revenue, and grow your business organically.

🔗Connect with Melissa:

Website:  www.notanotherva.com Get 4 free email templates now: https://notanothervirtualassistant.com/op/trynowemailclub/ Instagram:  https://www.instagram.com/notanotherva/ New boost

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1628 Amy O'Hara & Marie Eash: Navigating Careers Locally: The Rise of Mako Recruiting Are you navigating the shifting job market or trying to find the right talent in today’s economy? Discover how one local business is reshaping recruitment and revitalizing their community.In this episode of Legacy Leaders, guest host Diane Robinson sits down with Marie Eash and Amy O’Hara, co-founders of Mako Recruiting, LLC. Together, they explore the journey from HR professionals to successful business owners, sharing valuable insights and practical tips on job hunting, talent acquisition, and community empowerment. Marie and Amy draw from their extensive HR experience to discuss challenges like workforce retention, resume readiness, and the value of local networking, offering actionable advice for both job seekers and employers. This episode is a must-listen for professionals navigating employment changes, small business owners, and community advocates looking to make meaningful connections.Key Takeaways:● 🧠 Build a Strong Resume: Keep your resume updated with specific skills to improve job match success.● 🤝 Partner with Local Experts: Mako Recruiting helps businesses find top talent and job seekers land the right roles.● 🌍 Support Local Economy: Staying local helps communities thrive—businesses and workers benefit from shared growth.● 🦈 Brand with Purpose: Learn how Marie and Amy used the shark metaphor to embody confidence and tenacity in business.● 🗣️ Practice Makes Perfect: Job seekers should prepare with mock interviews and research companies to stand out.Quotes from Marie Eash and Amy O’Hara:● "We want to help people and pass it forward, pay it forward." – Amy● "There’s a lot of opportunity in the area—we just help connect the right people." – Marie● "Follow your dreams… don’t ever think that something isn’t attainable." – Amy🔗 Conclusion:Marie and Amy’s work at Mako Recruiting shows the power of local connections and career guidance. To connect or learn more, visit www.recruitwithmako.com. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 03 Jul 2025 04:00:00 -0000 Navigating Careers Locally: The Rise of Mako Recruiting full 79 Stan Miller featuring Amy O'Hara & Marie Eash Are you navigating the shifting job market or trying to find the right talent in today’s economy? Discover how one local business is reshaping recruitment and revitalizing their community.In this episode of Legacy Leaders, guest host Diane Robinson sits down with Marie Eash and Amy O’Hara, co-founders of Mako Recruiting, LLC. Together, they explore the journey from HR professionals to successful business owners, sharing valuable insights and practical tips on job hunting, talent acquisition, and community empowerment. Marie and Amy draw from their extensive HR experience to discuss challenges like workforce retention, resume readiness, and the value of local networking, offering actionable advice for both job seekers and employers. This episode is a must-listen for professionals navigating employment changes, small business owners, and community advocates looking to make meaningful connections.Key Takeaways:● 🧠 Build a Strong Resume: Keep your resume updated with specific skills to improve job match success.● 🤝 Partner with Local Experts: Mako Recruiting helps businesses find top talent and job seekers land the right roles.● 🌍 Support Local Economy: Staying local helps communities thrive—businesses and workers benefit from shared growth.● 🦈 Brand with Purpose: Learn how Marie and Amy used the shark metaphor to embody confidence and tenacity in business.● 🗣️ Practice Makes Perfect: Job seekers should prepare with mock interviews and research companies to stand out.Quotes from Marie Eash and Amy O’Hara:● "We want to help people and pass it forward, pay it forward." – Amy● "There’s a lot of opportunity in the area—we just help connect the right people." – Marie● "Follow your dreams… don’t ever think that something isn’t attainable." – Amy🔗 Conclusion:Marie and Amy’s work at Mako Recruiting shows the power of local connections and career guidance. To connect or learn more, visit www.recruitwithmako.com. Learn more about your ad choices. Visit megaphone.fm/adchoices Are you navigating the shifting job market or trying to find the right talent in today’s economy? Discover how one local business is reshaping recruitment and revitalizing their community.
In this episode of Legacy Leaders, guest host Diane Robinson sits down with Marie Eash and Amy O’Hara, co-founders of Mako Recruiting, LLC. Together, they explore the journey from HR professionals to successful business owners, sharing valuable insights and practical tips on job hunting, talent acquisition, and community empowerment. Marie and Amy draw from their extensive HR experience to discuss challenges like workforce retention, resume readiness, and the value of local networking, offering actionable advice for both job seekers and employers. This episode is a must-listen for professionals navigating employment changes, small business owners, and community advocates looking to make meaningful connections.
Key Takeaways:
● 🧠 Build a Strong Resume: Keep your resume updated with specific skills to improve job match success.
● 🤝 Partner with Local Experts: Mako Recruiting helps businesses find top talent and job seekers land the right roles.
● 🌍 Support Local Economy: Staying local helps communities thrive—businesses and workers benefit from shared growth.
● 🦈 Brand with Purpose: Learn how Marie and Amy used the shark metaphor to embody confidence and tenacity in business.
● 🗣️ Practice Makes Perfect: Job seekers should prepare with mock interviews and research companies to stand out.
Quotes from Marie Eash and Amy O’Hara:
● "We want to help people and pass it forward, pay it forward." – Amy
● "There’s a lot of opportunity in the area—we just help connect the right people." – Marie
● "Follow your dreams… don’t ever think that something isn’t attainable." – Amy
🔗 Conclusion:
Marie and Amy’s work at Mako Recruiting shows the power of local connections and career guidance. To connect or learn more, visit www.recruitwithmako.com.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1503 Stephen Easter & Nick Starnes: Feeding Hope: Inside the Arkansas Food Bank In this episode of Your Life. Your Legacy. Stan sits down with Stephen Easter and Nick Starnes, leaders at the Arkansas Food Bank. Together, they explore the ongoing crisis of food insecurity in Arkansas and the incredible work being done to combat it, sharing valuable insights and practical tips for listeners.  Stephen and Nick draw from their extensive experience to discuss the critical role of community partnerships, volunteer initiatives, and innovative programs to support those in need, offering actionable advice for individuals and families who want to get involved and make an impact.  This episode is a must-listen for anyone looking to understand the challenges of food insecurity and how they can be part of the solution, providing both knowledge and tools to navigate this important subject.  Key Takeaways:● 🍽️ 1 in 4 children in Arkansas are food insecure: Stephen and Nick discuss the shocking statistics and the faces behind the numbers.● 🤝 Community partnerships are vital: The food bank works with 400+ partners to get food where it’s needed most.● 🚚 Access barriers are real: In some areas, there aren’t even grocery stores, making food delivery and mobile pantries crucial.● 🙌 Volunteering transforms communities: With two shifts of volunteers daily and multiple special projects, everyone can help.● 💪 Root causes need long-term focus: Beyond immediate hunger, addressing the deeper issues of poverty and access is essential. Quotes from Stephen and Nick: “1 in 4 kids in Arkansas are food insecure… that’s just flooring to me.” – Nick“We’re all one disaster away from being in the same boat.” – Nick“If your heart tells you to give him something, go for it. But also, we can connect that person to resources.” – Stephen 🔗 Conclusion: Hunger isn’t always visible, but it’s everywhere. By listening and taking action, you can be part of the solution. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 19 Jun 2025 04:00:00 -0000 Feeding Hope: Inside the Arkansas Food Bank full 78 Stan Miller featuring Stephen Easter & Nick Starnes In this episode of Your Life. Your Legacy. Stan sits down with Stephen Easter and Nick Starnes, leaders at the Arkansas Food Bank. Together, they explore the ongoing crisis of food insecurity in Arkansas and the incredible work being done to combat it, sharing valuable insights and practical tips for listeners.  Stephen and Nick draw from their extensive experience to discuss the critical role of community partnerships, volunteer initiatives, and innovative programs to support those in need, offering actionable advice for individuals and families who want to get involved and make an impact.  This episode is a must-listen for anyone looking to understand the challenges of food insecurity and how they can be part of the solution, providing both knowledge and tools to navigate this important subject.  Key Takeaways:● 🍽️ 1 in 4 children in Arkansas are food insecure: Stephen and Nick discuss the shocking statistics and the faces behind the numbers.● 🤝 Community partnerships are vital: The food bank works with 400+ partners to get food where it’s needed most.● 🚚 Access barriers are real: In some areas, there aren’t even grocery stores, making food delivery and mobile pantries crucial.● 🙌 Volunteering transforms communities: With two shifts of volunteers daily and multiple special projects, everyone can help.● 💪 Root causes need long-term focus: Beyond immediate hunger, addressing the deeper issues of poverty and access is essential. Quotes from Stephen and Nick: “1 in 4 kids in Arkansas are food insecure… that’s just flooring to me.” – Nick“We’re all one disaster away from being in the same boat.” – Nick“If your heart tells you to give him something, go for it. But also, we can connect that person to resources.” – Stephen 🔗 Conclusion: Hunger isn’t always visible, but it’s everywhere. By listening and taking action, you can be part of the solution. Learn more about your ad choices. Visit megaphone.fm/adchoices In this episode of Your Life. Your Legacy. Stan sits down with Stephen Easter and Nick Starnes, leaders at the Arkansas Food Bank. Together, they explore the ongoing crisis of food insecurity in Arkansas and the incredible work being done to combat it, sharing valuable insights and practical tips for listeners. 

Stephen and Nick draw from their extensive experience to discuss the critical role of community partnerships, volunteer initiatives, and innovative programs to support those in need, offering actionable advice for individuals and families who want to get involved and make an impact. 

This episode is a must-listen for anyone looking to understand the challenges of food insecurity and how they can be part of the solution, providing both knowledge and tools to navigate this important subject.


 Key Takeaways:
● 🍽️ 1 in 4 children in Arkansas are food insecure: Stephen and Nick discuss the shocking statistics and the faces behind the numbers.
● 🤝 Community partnerships are vital: The food bank works with 400+ partners to get food where it’s needed most.
● 🚚 Access barriers are real: In some areas, there aren’t even grocery stores, making food delivery and mobile pantries crucial.
● 🙌 Volunteering transforms communities: With two shifts of volunteers daily and multiple special projects, everyone can help.
● 💪 Root causes need long-term focus: Beyond immediate hunger, addressing the deeper issues of poverty and access is essential.
 Quotes from Stephen and Nick:
“1 in 4 kids in Arkansas are food insecure… that’s just flooring to me.” – Nick
“We’re all one disaster away from being in the same boat.” – Nick
“If your heart tells you to give him something, go for it. But also, we can connect that person to resources.” – Stephen


🔗 Conclusion: Hunger isn’t always visible, but it’s everywhere. By listening and taking action, you can be part of the solution.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1483 Raymond Lavine: Caregiving Wisdom: A Comprehensive Approach to Long-Term Planning What if one decision today could protect your loved ones and preserve your lifestyle tomorrow? In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Raymond Levine, Founder of Levine LTC Benefits and long-term care planning expert. Together, they explore the critical role of long-term care planning in financial, estate, and life planning, sharing valuable insights and practical tips for listeners. Raymond draws from decades of personal and professional experience to discuss the pitfalls of procrastination, evolving insurance options, and how to approach caregiving conversations with intention, offering actionable advice for families and advisors alike. This episode is a must-listen for anyone navigating aging, caregiving responsibilities, or planning ahead for peace of mind, providing both knowledge and tools to face the future with clarity.Key Takeaways:● 🧭 Planning is a Life Strategy: Long-term care isn't just about insurance—it's about preparing for the transitions and challenges that come with aging.● 🏥 Caregiving Affects Everyone: Without a plan, the burden of care often falls on loved ones, causing emotional and financial strain.● 💡 One Size Doesn’t Fit All: LTC solutions must be tailored to individual health, finances, and goals—not sold as cookie-cutter products.● 📁 Documentation Matters: Creating a plan is only half the job—make sure your family knows about it and where to find it.● 🔍 Awareness Starts Now: Whether you're already facing care needs or not yet thinking about them, the best time to begin the conversation is today.Quotes from Raymond Levine:● “Caregiving isn’t just a policy—it’s a life plan.”● “If you don’t have a plan, your plan is to self-fund—and that’s rarely sustainable.”● “Have the conversation now—before care becomes a crisis.”🔗 Conclusion: Long-term care planning isn’t just for the elderly—it’s for anyone who values independence, family, and financial security.📞 Connect with Raymond Levine: Visit levineltcins.com, find him on LinkedIn or Facebook (linked in show notes). Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Jun 2025 04:00:00 -0000 Caregiving Wisdom: A Comprehensive Approach to Long-Term Planning full 76 Stan Miller featuring Raymond Lavine What if one decision today could protect your loved ones and preserve your lifestyle tomorrow? In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Raymond Levine, Founder of Levine LTC Benefits and long-term care planning expert. Together, they explore the critical role of long-term care planning in financial, estate, and life planning, sharing valuable insights and practical tips for listeners. Raymond draws from decades of personal and professional experience to discuss the pitfalls of procrastination, evolving insurance options, and how to approach caregiving conversations with intention, offering actionable advice for families and advisors alike. This episode is a must-listen for anyone navigating aging, caregiving responsibilities, or planning ahead for peace of mind, providing both knowledge and tools to face the future with clarity.Key Takeaways:● 🧭 Planning is a Life Strategy: Long-term care isn't just about insurance—it's about preparing for the transitions and challenges that come with aging.● 🏥 Caregiving Affects Everyone: Without a plan, the burden of care often falls on loved ones, causing emotional and financial strain.● 💡 One Size Doesn’t Fit All: LTC solutions must be tailored to individual health, finances, and goals—not sold as cookie-cutter products.● 📁 Documentation Matters: Creating a plan is only half the job—make sure your family knows about it and where to find it.● 🔍 Awareness Starts Now: Whether you're already facing care needs or not yet thinking about them, the best time to begin the conversation is today.Quotes from Raymond Levine:● “Caregiving isn’t just a policy—it’s a life plan.”● “If you don’t have a plan, your plan is to self-fund—and that’s rarely sustainable.”● “Have the conversation now—before care becomes a crisis.”🔗 Conclusion: Long-term care planning isn’t just for the elderly—it’s for anyone who values independence, family, and financial security.📞 Connect with Raymond Levine: Visit levineltcins.com, find him on LinkedIn or Facebook (linked in show notes). Learn more about your ad choices. Visit megaphone.fm/adchoices What if one decision today could protect your loved ones and preserve your lifestyle tomorrow?


In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Raymond Levine, Founder of Levine LTC Benefits and long-term care planning expert. Together, they explore the critical role of long-term care planning in financial, estate, and life planning, sharing valuable insights and practical tips for listeners. Raymond draws from decades of personal and professional experience to discuss the pitfalls of procrastination, evolving insurance options, and how to approach caregiving conversations with intention, offering actionable advice for families and advisors alike. This episode is a must-listen for anyone navigating aging, caregiving responsibilities, or planning ahead for peace of mind, providing both knowledge and tools to face the future with clarity.
Key Takeaways:
● 🧭 Planning is a Life Strategy: Long-term care isn't just about insurance—it's about preparing for the transitions and challenges that come with aging.
● 🏥 Caregiving Affects Everyone: Without a plan, the burden of care often falls on loved ones, causing emotional and financial strain.
● 💡 One Size Doesn’t Fit All: LTC solutions must be tailored to individual health, finances, and goals—not sold as cookie-cutter products.
● 📁 Documentation Matters: Creating a plan is only half the job—make sure your family knows about it and where to find it.
● 🔍 Awareness Starts Now: Whether you're already facing care needs or not yet thinking about them, the best time to begin the conversation is today.
Quotes from Raymond Levine:
● “Caregiving isn’t just a policy—it’s a life plan.”
● “If you don’t have a plan, your plan is to self-fund—and that’s rarely sustainable.”
● “Have the conversation now—before care becomes a crisis.”
🔗 Conclusion: Long-term care planning isn’t just for the elderly—it’s for anyone who values independence, family, and financial security.
📞 Connect with Raymond Levine: Visit levineltcins.com, find him on LinkedIn or Facebook (linked in show notes).

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1684 Chance McClain: Preserving Family Legacies Through Cinematic Storytelling 🎥 What if you could preserve your family's stories, wisdom, and spirit in a feature-length documentary for generations to come? Tune in to discover how! In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Chance McClain, master storyteller, veteran, and founder of Heritage Films. Together, they explore the power of preserving family legacies through custom feature-length documentaries, sharing valuable insights and practical tips for listeners. Chance draws from his extensive experience of creating over 800 family legacy films to discuss how authentic storytelling can strengthen family bonds, pass down values, and heal relationships, offering actionable advice for families, estate planners, and anyone who wants to capture precious memories before it's too late. This episode is a must-listen for anyone who cares about preserving their family’s history and values for future generations, providing both knowledge and tools to navigate this meaningful process.  Key Takeaways:● 🎞️ Origin Story of Heritage Films: How a simple project for a friend blossomed into a national business preserving family stories.● 🎙️ Authentic Storytelling Matters: Why real conversations—not scripted interviews—bring the most powerful family memories to life.● 🧠 Wisdom from 800+ Families: Life’s most profound lessons are often the simplest, and hearing them firsthand is invaluable.● 🚜 Introducing Farm & Ranch Films: Specialized legacy documentaries honoring multi-generational ties to the land and farming heritage.● 📱 Don't Wait—Start Recording Now: Whether professionally or casually, capture your loved ones’ stories before time runs out.  Quotes from Chance McClain:● "At the end of the day, it's not just about telling stories — it's about transferring values across generations."● "Families don't call me when they hate their parents. They call when they love them — and that changes everything about the story we capture."● "You don't have to hire me. Just get your phone out and film your loved ones. You’ll never regret it."  🔗 Conclusion:Your family’s stories are treasures — don’t wait to preserve them while you still can. 🎥 Connect with Chance McClain:Visit YourHeritageFilm.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 May 2025 04:00:00 -0000 Preserving Family Legacies Through Cinematic Storytelling full 76 Stan Miller featuring Chance McClain 🎥 What if you could preserve your family's stories, wisdom, and spirit in a feature-length documentary for generations to come? Tune in to discover how! In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Chance McClain, master storyteller, veteran, and founder of Heritage Films. Together, they explore the power of preserving family legacies through custom feature-length documentaries, sharing valuable insights and practical tips for listeners. Chance draws from his extensive experience of creating over 800 family legacy films to discuss how authentic storytelling can strengthen family bonds, pass down values, and heal relationships, offering actionable advice for families, estate planners, and anyone who wants to capture precious memories before it's too late. This episode is a must-listen for anyone who cares about preserving their family’s history and values for future generations, providing both knowledge and tools to navigate this meaningful process.  Key Takeaways:● 🎞️ Origin Story of Heritage Films: How a simple project for a friend blossomed into a national business preserving family stories.● 🎙️ Authentic Storytelling Matters: Why real conversations—not scripted interviews—bring the most powerful family memories to life.● 🧠 Wisdom from 800+ Families: Life’s most profound lessons are often the simplest, and hearing them firsthand is invaluable.● 🚜 Introducing Farm & Ranch Films: Specialized legacy documentaries honoring multi-generational ties to the land and farming heritage.● 📱 Don't Wait—Start Recording Now: Whether professionally or casually, capture your loved ones’ stories before time runs out.  Quotes from Chance McClain:● "At the end of the day, it's not just about telling stories — it's about transferring values across generations."● "Families don't call me when they hate their parents. They call when they love them — and that changes everything about the story we capture."● "You don't have to hire me. Just get your phone out and film your loved ones. You’ll never regret it."  🔗 Conclusion:Your family’s stories are treasures — don’t wait to preserve them while you still can. 🎥 Connect with Chance McClain:Visit YourHeritageFilm.com Learn more about your ad choices. Visit megaphone.fm/adchoices 🎥 What if you could preserve your family's stories, wisdom, and spirit in a feature-length documentary for generations to come? Tune in to discover how!


In this episode of Your Life. Your Legacy., Stan and Katie Beth sit down with Chance McClain, master storyteller, veteran, and founder of Heritage Films. Together, they explore the power of preserving family legacies through custom feature-length documentaries, sharing valuable insights and practical tips for listeners. Chance draws from his extensive experience of creating over 800 family legacy films to discuss how authentic storytelling can strengthen family bonds, pass down values, and heal relationships, offering actionable advice for families, estate planners, and anyone who wants to capture precious memories before it's too late. This episode is a must-listen for anyone who cares about preserving their family’s history and values for future generations, providing both knowledge and tools to navigate this meaningful process.


 Key Takeaways:
● 🎞️ Origin Story of Heritage Films: How a simple project for a friend blossomed into a national business preserving family stories.
● 🎙️ Authentic Storytelling Matters: Why real conversations—not scripted interviews—bring the most powerful family memories to life.
● 🧠 Wisdom from 800+ Families: Life’s most profound lessons are often the simplest, and hearing them firsthand is invaluable.
● 🚜 Introducing Farm & Ranch Films: Specialized legacy documentaries honoring multi-generational ties to the land and farming heritage.
● 📱 Don't Wait—Start Recording Now: Whether professionally or casually, capture your loved ones’ stories before time runs out.


 Quotes from Chance McClain:
● "At the end of the day, it's not just about telling stories — it's about transferring values across generations."
● "Families don't call me when they hate their parents. They call when they love them — and that changes everything about the story we capture."
● "You don't have to hire me. Just get your phone out and film your loved ones. You’ll never regret it."


 🔗 Conclusion:
Your family’s stories are treasures — don’t wait to preserve them while you still can.


🎥 Connect with Chance McClain:
Visit YourHeritageFilm.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1893 William Tate: Exploring the World: Travel, Legacy, and Family Bonds What if your family vacations could strengthen your legacy, deepen family bonds, and make a lasting impact on the world? Tune into this inspiring episode to learn how! In this episode of Your Life. Your Legacy. Stan and Katie Beth sit down with William Tate, retired Green Beret, success coach, financial advisor, philanthropy advocate, and co-founder of the Six Figure Lifestyle Coach. Together, they explore how family travel, when combined with philanthropy and intentional planning, can transform family legacies and build deeper generational bonds, sharing valuable insights and practical tips for listeners. William draws from his extensive global experience to discuss how to create meaningful travel experiences that foster connection, service, and shared purpose across generations, offering actionable advice for families wanting to blend adventure with impact. This episode is a must-listen for families interested in legacy planning, philanthropy, and creating unforgettable shared experiences.   Key Takeaways: ● 🌍 The Power of Travel: How traveling with family creates irreplaceable bonding moments and shapes family identity. ● 🛳️ Facilitated Family Travel: Why structured, facilitated trips like cruises can deepen family relationships and enhance business and legacy planning. ● 🤝 Travel + Philanthropy: How combining service with adventure fosters gratitude, compassion, and purpose across generations. ● 🧳 Start Early, Plan Now: Why waiting to travel can mean missed opportunities—and how even young children benefit profoundly from global experiences. ● 📜 Legacy Through Experience: How families can make travel a permanent part of their legacy planning, including funding future trips through trusts or family foundations.   Quotes from William Tate: ● "Life is about moments, and traveling together as a family captures lightning in a bottle that can never be taken away." ● "Philanthropy bonds a family across generations by creating a shared cause and deeper meaning beyond wealth." ● "Twenty years from now, you'll regret the things you didn’t do more than the ones you did—so cast off and go make those memories."   🔗 Conclusion: Family travel isn't just about seeing new places—it’s about strengthening family bonds, instilling a spirit of service, and leaving a legacy that lasts for generations. Listen now to learn how you can start planning unforgettable, impactful adventures with your loved ones! Connect with William: LinkedIn: https://www.linkedin.com/in/william-h-tate-8a23237/ New boost Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 May 2025 04:00:00 -0000 Exploring the World: Travel, Legacy, and Family Bonds full Stan Miller featuring William Tate What if your family vacations could strengthen your legacy, deepen family bonds, and make a lasting impact on the world? Tune into this inspiring episode to learn how! In this episode of Your Life. Your Legacy. Stan and Katie Beth sit down with William Tate, retired Green Beret, success coach, financial advisor, philanthropy advocate, and co-founder of the Six Figure Lifestyle Coach. Together, they explore how family travel, when combined with philanthropy and intentional planning, can transform family legacies and build deeper generational bonds, sharing valuable insights and practical tips for listeners. William draws from his extensive global experience to discuss how to create meaningful travel experiences that foster connection, service, and shared purpose across generations, offering actionable advice for families wanting to blend adventure with impact. This episode is a must-listen for families interested in legacy planning, philanthropy, and creating unforgettable shared experiences.   Key Takeaways: ● 🌍 The Power of Travel: How traveling with family creates irreplaceable bonding moments and shapes family identity. ● 🛳️ Facilitated Family Travel: Why structured, facilitated trips like cruises can deepen family relationships and enhance business and legacy planning. ● 🤝 Travel + Philanthropy: How combining service with adventure fosters gratitude, compassion, and purpose across generations. ● 🧳 Start Early, Plan Now: Why waiting to travel can mean missed opportunities—and how even young children benefit profoundly from global experiences. ● 📜 Legacy Through Experience: How families can make travel a permanent part of their legacy planning, including funding future trips through trusts or family foundations.   Quotes from William Tate: ● "Life is about moments, and traveling together as a family captures lightning in a bottle that can never be taken away." ● "Philanthropy bonds a family across generations by creating a shared cause and deeper meaning beyond wealth." ● "Twenty years from now, you'll regret the things you didn’t do more than the ones you did—so cast off and go make those memories."   🔗 Conclusion: Family travel isn't just about seeing new places—it’s about strengthening family bonds, instilling a spirit of service, and leaving a legacy that lasts for generations. Listen now to learn how you can start planning unforgettable, impactful adventures with your loved ones! Connect with William: LinkedIn: https://www.linkedin.com/in/william-h-tate-8a23237/ New boost Learn more about your ad choices. Visit megaphone.fm/adchoices What if your family vacations could strengthen your legacy, deepen family bonds, and make a lasting impact on the world? Tune into this inspiring episode to learn how!


In this episode of Your Life. Your Legacy. Stan and Katie Beth sit down with William Tate, retired Green Beret, success coach, financial advisor, philanthropy advocate, and co-founder of the Six Figure Lifestyle Coach. Together, they explore how family travel, when combined with philanthropy and intentional planning, can transform family legacies and build deeper generational bonds, sharing valuable insights and practical tips for listeners. William draws from his extensive global experience to discuss how to create meaningful travel experiences that foster connection, service, and shared purpose across generations, offering actionable advice for families wanting to blend adventure with impact. This episode is a must-listen for families interested in legacy planning, philanthropy, and creating unforgettable shared experiences.


 

Key Takeaways:

● 🌍 The Power of Travel: How traveling with family creates irreplaceable bonding moments and shapes family identity.

● 🛳️ Facilitated Family Travel: Why structured, facilitated trips like cruises can deepen family relationships and enhance business and legacy planning.

● 🤝 Travel + Philanthropy: How combining service with adventure fosters gratitude, compassion, and purpose across generations.

● 🧳 Start Early, Plan Now: Why waiting to travel can mean missed opportunities—and how even young children benefit profoundly from global experiences.

● 📜 Legacy Through Experience: How families can make travel a permanent part of their legacy planning, including funding future trips through trusts or family foundations.


 

Quotes from William Tate:

● "Life is about moments, and traveling together as a family captures lightning in a bottle that can never be taken away."

● "Philanthropy bonds a family across generations by creating a shared cause and deeper meaning beyond wealth."

● "Twenty years from now, you'll regret the things you didn’t do more than the ones you did—so cast off and go make those memories."


 

🔗 Conclusion:

Family travel isn't just about seeing new places—it’s about strengthening family bonds, instilling a spirit of service, and leaving a legacy that lasts for generations. Listen now to learn how you can start planning unforgettable, impactful adventures with your loved ones!


Connect with William:

LinkedIn: https://www.linkedin.com/in/william-h-tate-8a23237/

New boost


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1757 Matt Poepsel: Leading with Empathy and Self-Awareness Massachusetts-based Matt Poepsel, PhD, Author, Veteran, Podcaster, & Boston College faculty member, is the creator of a unique approach to reshaping beliefs! With a distinguished 25-year career as a Reconnaissance Marine, Arabic Linguist, and successful software product executive, Matt blends his military and corporate experience with an enlightened philosophy to help professionals and organizations unlock their full potential.    Listen to this informative Your Life. Your Legacy. episode with Matt Poepsel about the importance of self-awareness, empathy, and balance in leadership, highlighting the impact of interconnectedness, emotional intelligence, and humanization in a rapidly changing world. Here is what to expect on this week’s show: ●  Matt emphasizes the importance of self-awareness and empathy as foundational elements of effective leadership. ●  Matt's book, "Expand the Circle," offers a framework for self-assessment and practical exercises to enhance leadership skills.  ●  Matt's podcast, "Lead the People," caters to middle managers striving to excel in their roles while balancing personal responsibilities.    Connect with Matt: Website:  https://www.mattpoepsel.com/ Instagram:  https://www.instagram.com/mattpoepsel/ LinkedIn:  https://www.linkedin.com/in/mattpoepsel/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Apr 2025 04:00:00 -0000 Leading with Empathy and Self-Awareness full 74 Stan Miller featuring Matt Poepsel Massachusetts-based Matt Poepsel, PhD, Author, Veteran, Podcaster, & Boston College faculty member, is the creator of a unique approach to reshaping beliefs! With a distinguished 25-year career as a Reconnaissance Marine, Arabic Linguist, and successful software product executive, Matt blends his military and corporate experience with an enlightened philosophy to help professionals and organizations unlock their full potential.    Listen to this informative Your Life. Your Legacy. episode with Matt Poepsel about the importance of self-awareness, empathy, and balance in leadership, highlighting the impact of interconnectedness, emotional intelligence, and humanization in a rapidly changing world. Here is what to expect on this week’s show: ●  Matt emphasizes the importance of self-awareness and empathy as foundational elements of effective leadership. ●  Matt's book, "Expand the Circle," offers a framework for self-assessment and practical exercises to enhance leadership skills.  ●  Matt's podcast, "Lead the People," caters to middle managers striving to excel in their roles while balancing personal responsibilities.    Connect with Matt: Website:  https://www.mattpoepsel.com/ Instagram:  https://www.instagram.com/mattpoepsel/ LinkedIn:  https://www.linkedin.com/in/mattpoepsel/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Massachusetts-based Matt Poepsel, PhD, Author, Veteran, Podcaster, & Boston College faculty member, is the creator of a unique approach to reshaping beliefs! With a distinguished 25-year career as a Reconnaissance Marine, Arabic Linguist, and successful software product executive, Matt blends his military and corporate experience with an enlightened philosophy to help professionals and organizations unlock their full potential. 

 

Listen to this informative Your Life. Your Legacy. episode with Matt Poepsel about the importance of self-awareness, empathy, and balance in leadership, highlighting the impact of interconnectedness, emotional intelligence, and humanization in a rapidly changing world.


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


●  Matt emphasizes the importance of self-awareness and empathy as foundational elements of effective leadership.

●  Matt's book, "Expand the Circle," offers a framework for self-assessment and practical exercises to enhance leadership skills. 

●  Matt's podcast, "Lead the People," caters to middle managers striving to excel in their roles while balancing personal responsibilities. 

 


Connect with Matt:


Website:  https://www.mattpoepsel.com/

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

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




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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1628 Scarlett Stanhope: Empowering Financial Freedom: Transforming Your Money Mindset Scarlett Stanhope, aka The Biz Hippie, teaches coaches to conquer their finances and own their worth so they can be fully supported by the work they love! Scarlett harnessed the power of money to break free from her workaholic career path and pursue her dreams. She uses a combination of tangible money management strategies as well as a variety of coaching techniques to help her clients transform their mindset and relationship to money, allowing them to strategically achieve their goals.   Listen to this informative Your Life. Your Legacy. episode with Scarlett Stanhope about transforming your money mindset, managing and tracking finances, and shifting beliefs around money to achieve financial stability and personal fulfillment. Here is what to expect on this week’s show: ●  Scarlett highlights the importance of entrepreneurship as a means to overcome financial barriers and achieve personal growth. ●  Scarlett explains how traveling, attending retreats, and stepping out of daily routines foster self-reflection, community engagement, and personal growth, leading to powerful transformations. ●  Scarlett stresses that true financial stability comes from a healthy money mindset, wise management, and informed decisions, not just earning more.   Connect with Scarlett: Website:  https://thebizhippie.com Instagram:  https://www.instagram.com/thebizhippie   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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 10 Apr 2025 04:00:00 -0000 Empowering Financial Freedom: Transforming Your Money Mindset full 73 Stan Miller featuring Scarlett Stanhope Scarlett Stanhope, aka The Biz Hippie, teaches coaches to conquer their finances and own their worth so they can be fully supported by the work they love! Scarlett harnessed the power of money to break free from her workaholic career path and pursue her dreams. She uses a combination of tangible money management strategies as well as a variety of coaching techniques to help her clients transform their mindset and relationship to money, allowing them to strategically achieve their goals.   Listen to this informative Your Life. Your Legacy. episode with Scarlett Stanhope about transforming your money mindset, managing and tracking finances, and shifting beliefs around money to achieve financial stability and personal fulfillment. Here is what to expect on this week’s show: ●  Scarlett highlights the importance of entrepreneurship as a means to overcome financial barriers and achieve personal growth. ●  Scarlett explains how traveling, attending retreats, and stepping out of daily routines foster self-reflection, community engagement, and personal growth, leading to powerful transformations. ●  Scarlett stresses that true financial stability comes from a healthy money mindset, wise management, and informed decisions, not just earning more.   Connect with Scarlett: Website:  https://thebizhippie.com Instagram:  https://www.instagram.com/thebizhippie   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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Scarlett Stanhope, aka The Biz Hippie, teaches coaches to conquer their finances and own their worth so they can be fully supported by the work they love! Scarlett harnessed the power of money to break free from her workaholic career path and pursue her dreams. She uses a combination of tangible money management strategies as well as a variety of coaching techniques to help her clients transform their mindset and relationship to money, allowing them to strategically achieve their goals.


 

Listen to this informative Your Life. Your Legacy. episode with Scarlett Stanhope about transforming your money mindset, managing and tracking finances, and shifting beliefs around money to achieve financial stability and personal fulfillment.


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


●  Scarlett highlights the importance of entrepreneurship as a means to overcome financial barriers and achieve personal growth.

●  Scarlett explains how traveling, attending retreats, and stepping out of daily routines foster self-reflection, community engagement, and personal growth, leading to powerful transformations.

●  Scarlett stresses that true financial stability comes from a healthy money mindset, wise management, and informed decisions, not just earning more.

 


Connect with Scarlett:


Website:  https://thebizhippie.com


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


 


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/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1812 Thomas LaGrave: Nature, Mentorship, and Self-Discovery: Transforming Adolescence to Adulthood Thomas J. LaGrave Jr. is a bestselling author, licensed clinical social worker, and founder of HonorBound Academy, a year-long mentorship program for adolescent boys in Sonoma, California. A former U.S. Navy SEAL Hospital Corpsman and recovering addict, LaGrave has spent 35 years helping over 3,000 young men navigate adolescence and adulthood. His upcoming book, Special Welfare, Social Warfare, builds on his earlier work, The Bell Tolls For Thee. LaGrave’s career spans youth mental health, addiction recovery, and military family consulting, making him a leading voice in adolescent development.     Listen to this informative Your Life. Your Legacy. episode with Thomas LaGrave about the Honor Bound Academy program, highlighting its three phases, nature-based approach, scuba diving elements, insights for parents of young men, and societal impacts on youth.   Here is what to expect on this week’s show: ● Thomas emphasizes the importance of nature in his program, using elements like scuba diving to challenge and awaken young men psychologically. ● Thomas highlights the impact of adult behavior on youth, stating that young people observe and emulate actions rather than just listen to words. ● Thomas differentiates between the needs of young men and young women, noting that they require distinct programs due to their unique challenges and development paths.     Connect with Thomas: Website:  https://thehonorboundacademy.org/about/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 Mar 2025 04:00:00 -0000 Nature, Mentorship, and Self-Discovery: Transforming Adolescence to Adulthood full 71 Stan Miller featuring Thomas LaGrave Thomas J. LaGrave Jr. is a bestselling author, licensed clinical social worker, and founder of HonorBound Academy, a year-long mentorship program for adolescent boys in Sonoma, California. A former U.S. Navy SEAL Hospital Corpsman and recovering addict, LaGrave has spent 35 years helping over 3,000 young men navigate adolescence and adulthood. His upcoming book, Special Welfare, Social Warfare, builds on his earlier work, The Bell Tolls For Thee. LaGrave’s career spans youth mental health, addiction recovery, and military family consulting, making him a leading voice in adolescent development.     Listen to this informative Your Life. Your Legacy. episode with Thomas LaGrave about the Honor Bound Academy program, highlighting its three phases, nature-based approach, scuba diving elements, insights for parents of young men, and societal impacts on youth.   Here is what to expect on this week’s show: ● Thomas emphasizes the importance of nature in his program, using elements like scuba diving to challenge and awaken young men psychologically. ● Thomas highlights the impact of adult behavior on youth, stating that young people observe and emulate actions rather than just listen to words. ● Thomas differentiates between the needs of young men and young women, noting that they require distinct programs due to their unique challenges and development paths.     Connect with Thomas: Website:  https://thehonorboundacademy.org/about/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thomas J. LaGrave Jr. is a bestselling author, licensed clinical social worker, and founder of HonorBound Academy, a year-long mentorship program for adolescent boys in Sonoma, California. A former U.S. Navy SEAL Hospital Corpsman and recovering addict, LaGrave has spent 35 years helping over 3,000 young men navigate adolescence and adulthood.

His upcoming book, Special Welfare, Social Warfare, builds on his earlier work, The Bell Tolls For Thee. LaGrave’s career spans youth mental health, addiction recovery, and military family consulting, making him a leading voice in adolescent development.

 

 

Listen to this informative Your Life. Your Legacy. episode with Thomas LaGrave about the Honor Bound Academy program, highlighting its three phases, nature-based approach, scuba diving elements, insights for parents of young men, and societal impacts on youth.

 

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

● Thomas emphasizes the importance of nature in his program, using elements like scuba diving to challenge and awaken young men psychologically.

● Thomas highlights the impact of adult behavior on youth, stating that young people observe and emulate actions rather than just listen to words.

● Thomas differentiates between the needs of young men and young women, noting that they require distinct programs due to their unique challenges and development paths.

 

 

Connect with Thomas:

Website:  https://thehonorboundacademy.org/about/




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/



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1569 Sarah Michelle Boes: From Nurse to Entrepreneur: A Journey of Impact and Inspiration Sarah Michelle Boes transitioned from an oncology nurse to a successful business owner in nursing education, driven by her passion for teaching and experiences during the COVID-19 pandemic. She founded Sarah Michelle NP Reviews, a test prep company for nurse practitioners, starting small with a three-hour Zoom course that grew into a successful program. Sarah is also an advocate for heart defect awareness, inspired by her daughter's condition, working with nonprofits to raise awareness and advocate for federal funding. Her story highlights the value of taking initiative without overanalyzing, as seen in her ability to earn $250,000 before even having a functioning website for her business.     Listen to this informative Your Life. Your Legacy. episode with Sarah Michelle Boes about her transition from an oncology nurse to a successful business owner in nursing education.   Here is what to expect on this week’s show: ● Sarah’s journey highlights the power of taking action without waiting for perfection. She earned $250,000 before even having a functional website, demonstrating that success comes from persistence and progress, even in less-than-ideal conditions. ● Sarah’s success came from a unique test prep approach, offering a comprehensive program with features like a live study group that set her apart in the market. ● Beyond business success, Sarah advocates for heart defect awareness and funding, leveraging her platform through nonprofits like the Adult Congenital Heart Association and Conquering CHD to drive meaningful impact.   Connect with Sarah Michelle Boes: Podcast:  https://podcasts.apple.com/us/podcast/real-deal-nurse-practitioner-club/id1552285929 Website:  https://sarahmichelleboes.com/ Instagram:  https://www.instagram.com/sarahmichellenp/?hl=en LinkedIn:  https://www.linkedin.com/in/sarah-michelle-287616232/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 Mar 2025 04:00:00 -0000 From Nurse to Entrepreneur: A Journey of Impact and Inspiration full 71 Stan Miller featuring Sarah Michelle Bose Sarah Michelle Boes transitioned from an oncology nurse to a successful business owner in nursing education, driven by her passion for teaching and experiences during the COVID-19 pandemic. She founded Sarah Michelle NP Reviews, a test prep company for nurse practitioners, starting small with a three-hour Zoom course that grew into a successful program. Sarah is also an advocate for heart defect awareness, inspired by her daughter's condition, working with nonprofits to raise awareness and advocate for federal funding. Her story highlights the value of taking initiative without overanalyzing, as seen in her ability to earn $250,000 before even having a functioning website for her business.     Listen to this informative Your Life. Your Legacy. episode with Sarah Michelle Boes about her transition from an oncology nurse to a successful business owner in nursing education.   Here is what to expect on this week’s show: ● Sarah’s journey highlights the power of taking action without waiting for perfection. She earned $250,000 before even having a functional website, demonstrating that success comes from persistence and progress, even in less-than-ideal conditions. ● Sarah’s success came from a unique test prep approach, offering a comprehensive program with features like a live study group that set her apart in the market. ● Beyond business success, Sarah advocates for heart defect awareness and funding, leveraging her platform through nonprofits like the Adult Congenital Heart Association and Conquering CHD to drive meaningful impact.   Connect with Sarah Michelle Boes: Podcast:  https://podcasts.apple.com/us/podcast/real-deal-nurse-practitioner-club/id1552285929 Website:  https://sarahmichelleboes.com/ Instagram:  https://www.instagram.com/sarahmichellenp/?hl=en LinkedIn:  https://www.linkedin.com/in/sarah-michelle-287616232/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Sarah Michelle Boes transitioned from an oncology nurse to a successful business owner in nursing education, driven by her passion for teaching and experiences during the COVID-19 pandemic. She founded Sarah Michelle NP Reviews, a test prep company for nurse practitioners, starting small with a three-hour Zoom course that grew into a successful program. Sarah is also an advocate for heart defect awareness, inspired by her daughter's condition, working with nonprofits to raise awareness and advocate for federal funding. Her story highlights the value of taking initiative without overanalyzing, as seen in her ability to earn $250,000 before even having a functioning website for her business.

 

 

Listen to this informative Your Life. Your Legacy. episode with Sarah Michelle Boes about her transition from an oncology nurse to a successful business owner in nursing education.

 

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

● Sarah’s journey highlights the power of taking action without waiting for perfection. She earned $250,000 before even having a functional website, demonstrating that success comes from persistence and progress, even in less-than-ideal conditions.

● Sarah’s success came from a unique test prep approach, offering a comprehensive program with features like a live study group that set her apart in the market.

● Beyond business success, Sarah advocates for heart defect awareness and funding, leveraging her platform through nonprofits like the Adult Congenital Heart Association and Conquering CHD to drive meaningful impact.

 

Connect with Sarah Michelle Boes:

Podcast:  https://podcasts.apple.com/us/podcast/real-deal-nurse-practitioner-club/id1552285929

Website:  https://sarahmichelleboes.com/

Instagram:  https://www.instagram.com/sarahmichellenp/?hl=en

LinkedIn:  https://www.linkedin.com/in/sarah-michelle-287616232/




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/



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1743 no Rhonda Nelson: Advocacy Beyond Boundaries: From Healthcare to Foster Care Rhonda Nelson is a dedicated patient advocate, author, speaker, and philanthropist. She champions equitable healthcare access, supports those with AERD (Aspirin Exacerbated Respiratory Disease), advocates for foster care reform, and empowers women through life transitions. As an Executive Board member of the Asthma & Allergy Network, Rhonda influences legislation and raises national awareness for AERD. Having battled AERD for over 20 years, she has faced misdiagnoses and life-threatening challenges in her search for proper care. Alongside her husband, Wayne of the Little River Band, she works to help others navigate severe respiratory disease.   Listen to this informative Your Life. Your Legacy. episode with Rhonda Nelson about the need for informed decisions in healthcare and empowering midlife women's happiness.     Here is what to expect on this week’s show:   ● Rhonda highlights the importance of self-advocacy in healthcare, drawing from her experience with a rare disease and the challenges of navigating insurance. ● Rhonda’s work goes beyond patient advocacy, inspiring midlife women to embrace happiness and transformation. She actively works to drive positive change in healthcare laws and policies. ● Rhonda is a passionate advocate for foster children, using her voice to champion their needs. Her book, A Different Life, offers a glimpse into her life with her husband, their philanthropic efforts, and the fusion of music, food, and advocacy.     Connect with Rhonda:   Instagram:  https://www.instagram.com/rhondabnelson/ Website:  https://rhondabnelson.com/ Facebook:  https://www.facebook.com/rhondabassnelson/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 Feb 2025 05:00:00 -0000 full Stan Miller Rhonda Nelson is a dedicated patient advocate, author, speaker, and philanthropist. She champions equitable healthcare access, supports those with AERD (Aspirin Exacerbated Respiratory Disease), advocates for foster care reform, and empowers women through life transitions. As an Executive Board member of the Asthma & Allergy Network, Rhonda influences legislation and raises national awareness for AERD. Having battled AERD for over 20 years, she has faced misdiagnoses and life-threatening challenges in her search for proper care. Alongside her husband, Wayne of the Little River Band, she works to help others navigate severe respiratory disease.   Listen to this informative Your Life. Your Legacy. episode with Rhonda Nelson about the need for informed decisions in healthcare and empowering midlife women's happiness.     Here is what to expect on this week’s show:   ● Rhonda highlights the importance of self-advocacy in healthcare, drawing from her experience with a rare disease and the challenges of navigating insurance. ● Rhonda’s work goes beyond patient advocacy, inspiring midlife women to embrace happiness and transformation. She actively works to drive positive change in healthcare laws and policies. ● Rhonda is a passionate advocate for foster children, using her voice to champion their needs. Her book, A Different Life, offers a glimpse into her life with her husband, their philanthropic efforts, and the fusion of music, food, and advocacy.     Connect with Rhonda:   Instagram:  https://www.instagram.com/rhondabnelson/ Website:  https://rhondabnelson.com/ Facebook:  https://www.facebook.com/rhondabassnelson/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Rhonda Nelson is a dedicated patient advocate, author, speaker, and philanthropist. She champions equitable healthcare access, supports those with AERD (Aspirin Exacerbated Respiratory Disease), advocates for foster care reform, and empowers women through life transitions.

As an Executive Board member of the Asthma & Allergy Network, Rhonda influences legislation and raises national awareness for AERD. Having battled AERD for over 20 years, she has faced misdiagnoses and life-threatening challenges in her search for proper care. Alongside her husband, Wayne of the Little River Band, she works to help others navigate severe respiratory disease.

 

Listen to this informative Your Life. Your Legacy. episode with Rhonda Nelson about the need for informed decisions in healthcare and empowering midlife women's happiness.

 

 

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

 

● Rhonda highlights the importance of self-advocacy in healthcare, drawing from her experience with a rare disease and the challenges of navigating insurance.

● Rhonda’s work goes beyond patient advocacy, inspiring midlife women to embrace happiness and transformation. She actively works to drive positive change in healthcare laws and policies.

● Rhonda is a passionate advocate for foster children, using her voice to champion their needs. Her book, A Different Life, offers a glimpse into her life with her husband, their philanthropic efforts, and the fusion of music, food, and advocacy.

 

 

Connect with Rhonda:

 

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


Website:  https://rhondabnelson.com/


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




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/




Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2176 no Russ Kyncl: Legacy of Impactful Philanthropy Inspired by Benjamin Franklin Russ, an acclaimed author and philanthropist, explores the lives of influential Americans, especially Benjamin Franklin. Inspired by Dr. William Taylor, he values personal narratives, mentorship, and gratitude. In *Visions to Do Good*, he highlights Franklin’s virtues, advocating for self-improvement and community service. Beyond writing, Russ supports inner-city education and volunteers with his wife, striving to inspire future generations. Listen to this informative Your Life. Your Legacy. episode with Russ about the influence of Benjamin Franklin's practical philanthropy, self-taught education, and virtues on society. Here is what to expect on this week’s show: ● Benjamin Franklin's practical approach to philanthropy, time management, and virtues had a profound impact on society. His legacy of self-taught education and entrepreneurial spirit continues to inspire productivity and life management. ● The book "Thrive in your 3rd: Stories of Those Who've Led the Way" explores the lives of individuals who continued to work past 67 not out of necessity but choice. These stories, including well-known figures like Jimmy Carter and Peter Drucker, inspire listeners to consider their own paths and potential contributions beyond traditional retirement age. ● Franklin's commitment to education and practical skill development is exemplified by his funding of the Franklin Institute of Technology. By supporting trade and engineering training, Franklin's legacy lives on in shaping future generations and promoting innovation. Connect with Russ: Website: https://www.strategicexit.com Book: https://www.amazon.com/Thrive-Your-3rd-Third-Stories/dp/B0BZFGFMJ3 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 10 Feb 2025 01:13:00 -0000 Legacy of Impactful Philanthropy Inspired by Benjamin Franklin full Stan Miller Russ, an acclaimed author and philanthropist, explores the lives of influential Americans, especially Benjamin Franklin. Inspired by Dr. William Taylor, he values personal narratives, mentorship, and gratitude. In *Visions to Do Good*, he highlights Franklin’s virtues, advocating for self-improvement and community service. Beyond writing, Russ supports inner-city education and volunteers with his wife, striving to inspire future generations. Listen to this informative Your Life. Your Legacy. episode with Russ about the influence of Benjamin Franklin's practical philanthropy, self-taught education, and virtues on society. Here is what to expect on this week’s show: ● Benjamin Franklin's practical approach to philanthropy, time management, and virtues had a profound impact on society. His legacy of self-taught education and entrepreneurial spirit continues to inspire productivity and life management. ● The book "Thrive in your 3rd: Stories of Those Who've Led the Way" explores the lives of individuals who continued to work past 67 not out of necessity but choice. These stories, including well-known figures like Jimmy Carter and Peter Drucker, inspire listeners to consider their own paths and potential contributions beyond traditional retirement age. ● Franklin's commitment to education and practical skill development is exemplified by his funding of the Franklin Institute of Technology. By supporting trade and engineering training, Franklin's legacy lives on in shaping future generations and promoting innovation. Connect with Russ: Website: https://www.strategicexit.com Book: https://www.amazon.com/Thrive-Your-3rd-Third-Stories/dp/B0BZFGFMJ3 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Russ, an acclaimed author and philanthropist, explores the lives of influential Americans, especially Benjamin Franklin. Inspired by Dr. William Taylor, he values personal narratives, mentorship, and gratitude. In *Visions to Do Good*, he highlights Franklin’s virtues, advocating for self-improvement and community service. Beyond writing, Russ supports inner-city education and volunteers with his wife, striving to inspire future generations.


Listen to this informative Your Life. Your Legacy. episode with Russ about the influence of Benjamin Franklin's practical philanthropy, self-taught education, and virtues on society.

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

● Benjamin Franklin's practical approach to philanthropy, time management, and virtues had a profound impact on society. His legacy of self-taught education and entrepreneurial spirit continues to inspire productivity and life management.

● The book "Thrive in your 3rd: Stories of Those Who've Led the Way" explores the lives of individuals who continued to work past 67 not out of necessity but choice. These stories, including well-known figures like Jimmy Carter and Peter Drucker, inspire listeners to consider their own paths and potential contributions beyond traditional retirement age.

● Franklin's commitment to education and practical skill development is exemplified by his funding of the Franklin Institute of Technology. By supporting trade and engineering training, Franklin's legacy lives on in shaping future generations and promoting innovation.


Connect with Russ:

Website: https://www.strategicexit.com

Book: https://www.amazon.com/Thrive-Your-3rd-Third-Stories/dp/B0BZFGFMJ3



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/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2058 no Strategic Expansion: Fund, Acquire, Consolidate, Exit Methodology Legacy Leaders with Katie Beth Hand and Stan Miller with David. B Horne is an expert in fundraising, business growth and mergers and acquisitions.  He is the founder and CEO of Add Then Multiply, a consultancy which helps business founders to grow fast, and Funding Focus, a social enterprise which aims to level the uneven playing field that female and underrepresented entrepreneurs face when raising capital.    Listen to this informative Legacy Leaders episode with David. B Horne about strategic expansion. Here is what to expect on this week’s show: David explains the "FACE" methodology—Fund, Acquire, Consolidate, Exit—which serves as a strategic guide for businesses looking to expand. David stresses the importance of cultural integration during acquisitions to minimize toxicity and effectively manage emotional attachments within acquired companies. David highlights the significance of proactive relationship-building with investors and thorough preparation for a successful business exit.   Connect with David B Horne: Website:  https://addthenmultiply.com/ LinkedIn:  https://www.linkedin.com/in/david-b-horne/   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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Jan 2025 05:38:00 -0000 Strategic Expansion: Fund, Acquire, Consolidate, Exit Methodology full 192 Stan Miller featuring David. B Horne Legacy Leaders with Katie Beth Hand and Stan Miller with David. B Horne is an expert in fundraising, business growth and mergers and acquisitions.  He is the founder and CEO of Add Then Multiply, a consultancy which helps business founders to grow fast, and Funding Focus, a social enterprise which aims to level the uneven playing field that female and underrepresented entrepreneurs face when raising capital.    Listen to this informative Legacy Leaders episode with David. B Horne about strategic expansion. Here is what to expect on this week’s show: David explains the "FACE" methodology—Fund, Acquire, Consolidate, Exit—which serves as a strategic guide for businesses looking to expand. David stresses the importance of cultural integration during acquisitions to minimize toxicity and effectively manage emotional attachments within acquired companies. David highlights the significance of proactive relationship-building with investors and thorough preparation for a successful business exit.   Connect with David B Horne: Website:  https://addthenmultiply.com/ LinkedIn:  https://www.linkedin.com/in/david-b-horne/   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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Legacy Leaders with Katie Beth Hand and Stan Miller with

David. B Horne is an expert in fundraising, business growth and mergers and acquisitions.  He is the founder and CEO of Add Then Multiply, a consultancy which helps business founders to grow fast, and Funding Focus, a social enterprise which aims to level the uneven playing field that female and underrepresented entrepreneurs face when raising capital. 

 

Listen to this informative Legacy Leaders episode with David. B Horne about strategic expansion.

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

  • David explains the "FACE" methodology—Fund, Acquire, Consolidate, Exit—which serves as a strategic guide for businesses looking to expand.
  • David stresses the importance of cultural integration during acquisitions to minimize toxicity and effectively manage emotional attachments within acquired companies.
  • David highlights the significance of proactive relationship-building with investors and thorough preparation for a successful business exit.

 

Connect with David B Horne:

Website:  https://addthenmultiply.com/

LinkedIn:  https://www.linkedin.com/in/david-b-horne/

 

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2257 no Episode 68: Preserving Memories: The Art of Digital Preservation Haleh Shoa is the founder and CEO of Picturli, a photo organization, curation, archiving and design studio that helps families, individuals and businesses transform their photo mess into one sortable digital library. Haleh and her team meticulously organize their client’s entire photo collections into a sortable and searchable Photo Archive that is secure, easily shareable. Haleh firmly believes that our family histories and personal memories are some of the most valuable treasures we can have and that preserving and sharing them is essential for future generations.   Listen to this informative Your Life. Your Legacy. episode with Haleh Shoa about preserving memories. Here is what to expect on this week’s show: Haleh explains, when choosing a service to digitize your memories, it's crucial to inquire about the technical details of the scanning process. Ensuring that the scanning is done at a high standard, and organizing files chronologically can make a significant difference in the accessibility and longevity of your digitized memories. Picturli’s approach begins with building a family tree, gathering information on significant dates and events to organize photos and videos in a meaningful and coherent manner. This step not only aids in preserving memories but also helps future generations connect with their family history. Not only does Picturli digitizing photos and videos, Haleh explains they also offers services to create custom photo books and video montages, allowing families to showcase and share their memories in a personalized and creative way.   Connect with Haleh: Website:  https://www.picturli.com LinkedIn:  https://www.linkedin.com/in/halehshoa/ Facebook:  https://www.facebook.com/picturli/ Instagram:  https://www.instagram.com/picturli/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 09 Jan 2025 05:00:00 -0000 Preserving Memories: The Art of Digital Preservation full 68 Stan Miller featuring Haleh Shoa Haleh Shoa is the founder and CEO of Picturli, a photo organization, curation, archiving and design studio that helps families, individuals and businesses transform their photo mess into one sortable digital library. Haleh and her team meticulously organize their client’s entire photo collections into a sortable and searchable Photo Archive that is secure, easily shareable. Haleh firmly believes that our family histories and personal memories are some of the most valuable treasures we can have and that preserving and sharing them is essential for future generations.   Listen to this informative Your Life. Your Legacy. episode with Haleh Shoa about preserving memories. Here is what to expect on this week’s show: Haleh explains, when choosing a service to digitize your memories, it's crucial to inquire about the technical details of the scanning process. Ensuring that the scanning is done at a high standard, and organizing files chronologically can make a significant difference in the accessibility and longevity of your digitized memories. Picturli’s approach begins with building a family tree, gathering information on significant dates and events to organize photos and videos in a meaningful and coherent manner. This step not only aids in preserving memories but also helps future generations connect with their family history. Not only does Picturli digitizing photos and videos, Haleh explains they also offers services to create custom photo books and video montages, allowing families to showcase and share their memories in a personalized and creative way.   Connect with Haleh: Website:  https://www.picturli.com LinkedIn:  https://www.linkedin.com/in/halehshoa/ Facebook:  https://www.facebook.com/picturli/ Instagram:  https://www.instagram.com/picturli/ Learn more about your ad choices. Visit megaphone.fm/adchoices Haleh Shoa is the founder and CEO of Picturli, a photo organization, curation, archiving and design studio that helps families, individuals and businesses transform their photo mess into one sortable digital library. Haleh and her team meticulously organize their client’s entire photo collections into a sortable and searchable Photo Archive that is secure, easily shareable. Haleh firmly believes that our family histories and personal memories are some of the most valuable treasures we can have and that preserving and sharing them is essential for future generations.

 

Listen to this informative Your Life. Your Legacy. episode with Haleh Shoa about preserving memories.


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

  • Haleh explains, when choosing a service to digitize your memories, it's crucial to inquire about the technical details of the scanning process. Ensuring that the scanning is done at a high standard, and organizing files chronologically can make a significant difference in the accessibility and longevity of your digitized memories.
  • Picturli’s approach begins with building a family tree, gathering information on significant dates and events to organize photos and videos in a meaningful and coherent manner. This step not only aids in preserving memories but also helps future generations connect with their family history.
  • Not only does Picturli digitizing photos and videos, Haleh explains they also offers services to create custom photo books and video montages, allowing families to showcase and share their memories in a personalized and creative way.

 

Connect with Haleh:

Website:  https://www.picturli.com

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

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

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1664 no Episode 67: Setting Boundaries with Kindness and Honesty in Conflict Resolution Amy Armstrong is a pioneer in the arena of conflict resolution for families, businesses, and schools. She founded of The Center for Family Resolution (CFR) in Columbus, Ohio, and uses coaching to break through entrenched polarization, power imbalances and divisiveness. Her vision expanded to coach education to inspire coaches everywhere to use their coach skills to make a huge impact for good.      Listen to this informative Your Life. Your Legacy. episode with Amy Armstrong about conflict resolution.   Here is what to expect on this week’s show: Amy highlights how being truthful and kind in communication can positively impact relationships. Amy discusses the power of offering choices in conflict resolution to create a sense of safety and empowerment. Amy emphasizes the importance of acknowledging and validating individual needs during conflicts.     Connect with Amy: LinkedIn:  https://www.linkedin.com/in/coachamyarmstrong/ Instagram: https://www.instagram.com/amyarmstrong_conflict_free/ TIkTok: https://www.tiktok.com/@amyarmstrongconflictfree   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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 19 Dec 2024 05:00:00 -0000 Setting Boundaries with Kindness and Honesty in Conflict Resolution full 67 Stan Miller featuring Amy Armstrong Amy Armstrong is a pioneer in the arena of conflict resolution for families, businesses, and schools. She founded of The Center for Family Resolution (CFR) in Columbus, Ohio, and uses coaching to break through entrenched polarization, power imbalances and divisiveness. Her vision expanded to coach education to inspire coaches everywhere to use their coach skills to make a huge impact for good.      Listen to this informative Your Life. Your Legacy. episode with Amy Armstrong about conflict resolution.   Here is what to expect on this week’s show: Amy highlights how being truthful and kind in communication can positively impact relationships. Amy discusses the power of offering choices in conflict resolution to create a sense of safety and empowerment. Amy emphasizes the importance of acknowledging and validating individual needs during conflicts.     Connect with Amy: LinkedIn:  https://www.linkedin.com/in/coachamyarmstrong/ Instagram: https://www.instagram.com/amyarmstrong_conflict_free/ TIkTok: https://www.tiktok.com/@amyarmstrongconflictfree   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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Amy Armstrong is a pioneer in the arena of conflict resolution for families, businesses, and schools. She founded of The Center for Family Resolution (CFR) in Columbus, Ohio, and uses coaching to break through entrenched polarization, power imbalances and divisiveness. Her vision expanded to coach education to inspire coaches everywhere to use their coach skills to make a huge impact for good. 

 

 

Listen to this informative Your Life. Your Legacy. episode with Amy Armstrong about conflict resolution.

 

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

  • Amy highlights how being truthful and kind in communication can positively impact relationships.
  • Amy discusses the power of offering choices in conflict resolution to create a sense of safety and empowerment.
  • Amy emphasizes the importance of acknowledging and validating individual needs during conflicts.

 

 

Connect with Amy:

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

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

TIkTok: https://www.tiktok.com/@amyarmstrongconflictfree

 


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/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1836 no Empowering Communities: The Impact of Atmospheric Water Generators Jeff Szur, Chief Operations Officer, Altitude Water a leading manufacturer and installer of several types of Atmospheric Water Generators (AWG’s) from residential and light commercial machines to heavy duty military-grade machines that produce water anytime, anywhere. Jeff is widely respected for his vast knowledge and skill in creating pure water in which he has decades of experience.    Listen to this informative Your Life. Your Legacy. episode with Jeff Szur about clean water. Here is what to expect on this week’s show: Jeff highlights the importance of tapping into the natural water cycle and the purity of water when it transitions from gas to liquid form. Jeff discusses Altitude Water's projects, particularly in regions like Africa, focus on community involvement and education. Jeff explains AWGs (atmospheric water generators) play a crucial role in disaster relief efforts by providing access to clean water in emergency situations.   Connect with Jeff: Website:  https://altdwater.com/ Instagram - @altdwater X - @altdwater FB - Altitude Water LinkedIn - Altitude Water  YouTube - @altitudewater8407    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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Dec 2024 05:00:00 -0000 Empowering Communities: The Impact of Atmospheric Water Generators full 66 Stan Miller featuring Jeff Szur Jeff Szur, Chief Operations Officer, Altitude Water a leading manufacturer and installer of several types of Atmospheric Water Generators (AWG’s) from residential and light commercial machines to heavy duty military-grade machines that produce water anytime, anywhere. Jeff is widely respected for his vast knowledge and skill in creating pure water in which he has decades of experience.    Listen to this informative Your Life. Your Legacy. episode with Jeff Szur about clean water. Here is what to expect on this week’s show: Jeff highlights the importance of tapping into the natural water cycle and the purity of water when it transitions from gas to liquid form. Jeff discusses Altitude Water's projects, particularly in regions like Africa, focus on community involvement and education. Jeff explains AWGs (atmospheric water generators) play a crucial role in disaster relief efforts by providing access to clean water in emergency situations.   Connect with Jeff: Website:  https://altdwater.com/ Instagram - @altdwater X - @altdwater FB - Altitude Water LinkedIn - Altitude Water  YouTube - @altitudewater8407    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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Jeff Szur, Chief Operations Officer, Altitude Water a leading manufacturer and installer of several types of Atmospheric Water Generators (AWG’s) from residential and light commercial machines to heavy duty military-grade machines that produce water anytime, anywhere. Jeff is widely respected for his vast knowledge and skill in creating pure water in which he has decades of experience. 

 

Listen to this informative Your Life. Your Legacy. episode with Jeff Szur about clean water.

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

  • Jeff highlights the importance of tapping into the natural water cycle and the purity of water when it transitions from gas to liquid form.
  • Jeff discusses Altitude Water's projects, particularly in regions like Africa, focus on community involvement and education.
  • Jeff explains AWGs (atmospheric water generators) play a crucial role in disaster relief efforts by providing access to clean water in emergency situations.

 

Connect with Jeff:

Website:  https://altdwater.com/

Instagram - @altdwater

X - @altdwater

FB - Altitude Water

LinkedIn - Altitude Water 

YouTube - @altitudewater8407 

 

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/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2380 Adam Landsman: Purpose-Driven Business Initiatives Making a Difference https://sharebite.com/ Adam Landsman is a seasoned executive with 20+ years of experience in SaaS and food-tech sectors, working for a variety of purpose-driven organizations. As former Head of Corporate Sales at Seamless (Grubhub), his work helped to facilitate its merger with Grubhub in 2013. Most recently, at CLEAR, Adam led strategic partnerships and enterprise sales efforts, contributing to its 2021 IPO. Currently, as SVP and Head of Growth at Sharebite, Adam spearheads growth initiatives for the mission-driven corporate meal benefits platform. His expertise spans startup scaling, partnership development, organizational leadership, and market expansion.     Listen to this informative Your Life. Your Legacy. episode with Adam Landsman about purpose driven work. Here is what to expect on this week’s show: ● Adam discusses the role of food in fostering employee engagement and productivity. By providing meal benefits and encouraging communal dining experiences, companies can create opportunities for coworkers to bond over shared meals. ● Adam agrees the rise of purpose-driven work reflects a shift in mindset among younger generations. ● Adam explains Sharebite's vision to feed every worker in America stresses the need for organizations to prioritize the well-being of their workforce.   Connect with Adam: LinkedIn: https://www.linkedin.com/in/landsman/ Website: https://sharebite.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 21 Nov 2024 05:00:00 -0000 Purpose-Driven Business Initiatives Making a Difference full 1 65 Stan Miller Adam Landsman is a seasoned executive with 20+ years of experience in SaaS and food-tech sectors, working for a variety of purpose-driven organizations. As former Head of Corporate Sales at Seamless (Grubhub), his work helped to facilitate its merger with Grubhub in 2013. Most recently, at CLEAR, Adam led strategic partnerships and enterprise sales efforts, contributing to its 2021 IPO. Currently, as SVP and Head of Growth at Sharebite, Adam spearheads growth initiatives for the mission-driven corporate meal benefits platform. His expertise spans startup scaling, partnership development, organizational leadership, and market expansion.     Listen to this informative Your Life. Your Legacy. episode with Adam Landsman about purpose driven work. Here is what to expect on this week’s show: ● Adam discusses the role of food in fostering employee engagement and productivity. By providing meal benefits and encouraging communal dining experiences, companies can create opportunities for coworkers to bond over shared meals. ● Adam agrees the rise of purpose-driven work reflects a shift in mindset among younger generations. ● Adam explains Sharebite's vision to feed every worker in America stresses the need for organizations to prioritize the well-being of their workforce.   Connect with Adam: LinkedIn: https://www.linkedin.com/in/landsman/ Website: https://sharebite.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Adam Landsman is a seasoned executive with 20+ years of experience in SaaS and

food-tech sectors, working for a variety of purpose-driven organizations. As former Head

of Corporate Sales at Seamless (Grubhub), his work helped to facilitate its merger with

Grubhub in 2013. Most recently, at CLEAR, Adam led strategic partnerships and enterprise

sales efforts, contributing to its 2021 IPO. Currently, as SVP and Head of Growth at

Sharebite, Adam spearheads growth initiatives for the mission-driven corporate meal

benefits platform. His expertise spans startup scaling, partnership development,

organizational leadership, and market expansion.

 

 

Listen to this informative Your Life. Your Legacy. episode with Adam Landsman about purpose driven work.


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

● Adam discusses the role of food in fostering employee engagement and productivity. By providing meal benefits and encouraging communal dining experiences, companies can create opportunities for coworkers to bond over shared meals.

● Adam agrees the rise of purpose-driven work reflects a shift in mindset among younger generations.

● Adam explains Sharebite's vision to feed every worker in America stresses the need for organizations to prioritize the well-being of their workforce.

 

Connect with Adam:

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

Website: https://sharebite.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. 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/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1319 no Amanda Keith: Maximizing Retirement Income Through Reverse Mortgages Amanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assisting mature Americans aged 55 and over in leveraging the equity in their homes for a more secure retirement. She is well-versed in the intricacies of reverse mortgages and works closely with her clients to explore the various options available to them. With Amanda's expertise, clients can confidently navigate the complexities of reverse mortgages and make informed decisions about their retirement planning.   Listen to this informative Legacy Leaders episode with Amanda Keith about What is a Reverse Mortgage? Amanda's Favorite and Most Challenging Aspects of Her Job, Ideal Clients and Loan Options, The Goal of Reverse Mortgages and Realtor Assistance with Reverse Mortgages. Here is what to expect on this week’s show: Gain valuable insights into how reverse mortgages can enhance your retirement planning strategy Discover Amanda Keith's expert advice on navigating the complexities of reverse mortgages for a secure retirement Learn how realtors can provide valuable assistance to clients considering reverse mortgages for their retirement plans Understand the importance of education in making informed decisions about reverse mortgages for retirement Access a valuable resource for comprehensive information on reverse mortgages to make well-informed choices Connect with Amanda Keith: Website: https://mutualreverse.com/lo/amanda-keith/ LinkedIn: https://www.linkedin.com/in/amanda-keith-cpa-mlo-3a052a9/ Facebook: https://www.facebook.com/amandakeithreversemortgage Instagram: https://www.instagram.com/amandaloansforseniors/       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 Thu, 24 Oct 2024 04:00:00 -0000 Maximizing Retirement Income Through Reverse Mortgages bonus Stan Miller Amanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assisting mature Americans aged 55 and over in leveraging the equity in their homes for a more secure retirement. She is well-versed in the intricacies of reverse mortgages and works closely with her clients to explore the various options available to them. With Amanda's expertise, clients can confidently navigate the complexities of reverse mortgages and make informed decisions about their retirement planning.   Listen to this informative Legacy Leaders episode with Amanda Keith about What is a Reverse Mortgage? Amanda's Favorite and Most Challenging Aspects of Her Job, Ideal Clients and Loan Options, The Goal of Reverse Mortgages and Realtor Assistance with Reverse Mortgages. Here is what to expect on this week’s show: Gain valuable insights into how reverse mortgages can enhance your retirement planning strategy Discover Amanda Keith's expert advice on navigating the complexities of reverse mortgages for a secure retirement Learn how realtors can provide valuable assistance to clients considering reverse mortgages for their retirement plans Understand the importance of education in making informed decisions about reverse mortgages for retirement Access a valuable resource for comprehensive information on reverse mortgages to make well-informed choices Connect with Amanda Keith: Website: https://mutualreverse.com/lo/amanda-keith/ LinkedIn: https://www.linkedin.com/in/amanda-keith-cpa-mlo-3a052a9/ Facebook: https://www.facebook.com/amandakeithreversemortgage Instagram: https://www.instagram.com/amandaloansforseniors/       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 Amanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assisting mature Americans aged 55 and over in leveraging the equity in their homes for a more secure retirement. She is well-versed in the intricacies of reverse mortgages and works closely with her clients to explore the various options available to them. With Amanda's expertise, clients can confidently navigate the complexities of reverse mortgages and make informed decisions about their retirement planning.

 

Listen to this informative Legacy Leaders episode with Amanda Keith about What is a Reverse Mortgage? Amanda's Favorite and Most Challenging Aspects of Her Job, Ideal Clients and Loan Options, The Goal of Reverse Mortgages and Realtor Assistance with Reverse Mortgages.

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

  • Gain valuable insights into how reverse mortgages can enhance your retirement planning strategy
  • Discover Amanda Keith's expert advice on navigating the complexities of reverse mortgages for a secure retirement
  • Learn how realtors can provide valuable assistance to clients considering reverse mortgages for their retirement plans
  • Understand the importance of education in making informed decisions about reverse mortgages for retirement
  • Access a valuable resource for comprehensive information on reverse mortgages to make well-informed choices


Connect with Amanda Keith:

Website: https://mutualreverse.com/lo/amanda-keith/

LinkedIn: https://www.linkedin.com/in/amanda-keith-cpa-mlo-3a052a9/

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

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

 

 

 

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

]]> 1129 no Katrina Lloyd: Falsetto: Empowering Fashion for a Cause Katrina grew up in a small town in Delaware with two sisters and one brother, where her passion for creativity blossomed. Whether through drawing, composing songs, or sewing clothes, her heart soared when creating something new. After high school, Katrina pursued further education, earning a Bachelor’s Degree in Marketing and a Master’s Degree in Strategic Communication.   In September 2017, Katrina’s life took a devastating turn when her sister was tragically murdered by her boyfriend. After years of healing from the loss, in June 2023, Katrina founded Falsetto The Label, a clothing and accessories brand primarily for women and girls, focused on empowerment.   Falsetto The Label operates as a social enterprise, donating 20% of sales to domestic violence charities. The brand offers custom-designed t-shirts, hoodies, sweatshirts, kimonos, and accessories, with each design as unique as its customers. The brand's slogan, "Hit Your High Note," symbolizes that there are no limits to what one can achieve in life.   Listen to this informative Your Life. Your Legacy. episode with Katrina Lloyd about recognizing the signs of domestic violence. Here is what to expect on this week’s show: ● Katrina highlights the importance of being aware of behavioral changes, isolation, and other red flags as indicators of domestic violence. ● Katrina emphasizes the need for a well-thought-out escape plan when leaving an abusive situation. Involving family, friends, and authorities can ensure the safety of the individual seeking to break free from the abusive cycle. ● Stan aptly points out, "We can take that tragedy and turn it into something positive." Katrina's dedication to honoring her sister's memory through Falsetto serves as a powerful example of channeling personal loss into meaningful action and support for others.   Connect with Katrina: Website:  https://falsettothelabel.com Instagram: https://www.instagram.com/falsetto_the_label?igsh=bWdvaTRpbGVzb3Mw&utm_source=qr Facebook: https://www.facebook.com/falsettothelabel?mibextid=kFxxJD LinkedIn: https://www.linkedin.com/in/katrina-a-lloyd-12299b2bb?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 10 Oct 2024 04:00:00 -0000 Falsetto: Empowering Fashion for a Cause full 64 Stan Miller Katrina grew up in a small town in Delaware with two sisters and one brother, where her passion for creativity blossomed. Whether through drawing, composing songs, or sewing clothes, her heart soared when creating something new. After high school, Katrina pursued further education, earning a Bachelor’s Degree in Marketing and a Master’s Degree in Strategic Communication.   In September 2017, Katrina’s life took a devastating turn when her sister was tragically murdered by her boyfriend. After years of healing from the loss, in June 2023, Katrina founded Falsetto The Label, a clothing and accessories brand primarily for women and girls, focused on empowerment.   Falsetto The Label operates as a social enterprise, donating 20% of sales to domestic violence charities. The brand offers custom-designed t-shirts, hoodies, sweatshirts, kimonos, and accessories, with each design as unique as its customers. The brand's slogan, "Hit Your High Note," symbolizes that there are no limits to what one can achieve in life.   Listen to this informative Your Life. Your Legacy. episode with Katrina Lloyd about recognizing the signs of domestic violence. Here is what to expect on this week’s show: ● Katrina highlights the importance of being aware of behavioral changes, isolation, and other red flags as indicators of domestic violence. ● Katrina emphasizes the need for a well-thought-out escape plan when leaving an abusive situation. Involving family, friends, and authorities can ensure the safety of the individual seeking to break free from the abusive cycle. ● Stan aptly points out, "We can take that tragedy and turn it into something positive." Katrina's dedication to honoring her sister's memory through Falsetto serves as a powerful example of channeling personal loss into meaningful action and support for others.   Connect with Katrina: Website:  https://falsettothelabel.com Instagram: https://www.instagram.com/falsetto_the_label?igsh=bWdvaTRpbGVzb3Mw&utm_source=qr Facebook: https://www.facebook.com/falsettothelabel?mibextid=kFxxJD LinkedIn: https://www.linkedin.com/in/katrina-a-lloyd-12299b2bb?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Learn more about your ad choices. Visit megaphone.fm/adchoices Katrina grew up in a small town in Delaware with two sisters and one brother, where her passion for creativity blossomed. Whether through drawing, composing songs, or sewing clothes, her heart soared when creating something new. After high school, Katrina pursued further education, earning a Bachelor’s Degree in Marketing and a Master’s Degree in Strategic Communication.

 

In September 2017, Katrina’s life took a devastating turn when her sister was tragically murdered by her boyfriend. After years of healing from the loss, in June 2023, Katrina founded Falsetto The Label, a clothing and accessories brand primarily for women and girls, focused on empowerment.

 

Falsetto The Label operates as a social enterprise, donating 20% of sales to domestic violence charities. The brand offers custom-designed t-shirts, hoodies, sweatshirts, kimonos, and accessories, with each design as unique as its customers. The brand's slogan, "Hit Your High Note," symbolizes that there are no limits to what one can achieve in life.

 

Listen to this informative Your Life. Your Legacy. episode with Katrina Lloyd about recognizing the signs of domestic violence.

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

● Katrina highlights the importance of being aware of behavioral changes, isolation, and other red flags as indicators of domestic violence.

● Katrina emphasizes the need for a well-thought-out escape plan when leaving an abusive situation. Involving family, friends, and authorities can ensure the safety of the individual seeking to break free from the abusive cycle.

● Stan aptly points out, "We can take that tragedy and turn it into something positive." Katrina's dedication to honoring her sister's memory through Falsetto serves as a powerful example of channeling personal loss into meaningful action and support for others.

 

Connect with Katrina:

Website:  https://falsettothelabel.com

Instagram: https://www.instagram.com/falsetto_the_label?igsh=bWdvaTRpbGVzb3Mw&utm_source=qr

Facebook: https://www.facebook.com/falsettothelabel?mibextid=kFxxJD

LinkedIn: https://www.linkedin.com/in/katrina-a-lloyd-12299b2bb?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1408 no Alex Otte: Personal Tragedy: The Driving Force Behind MADD Advocacy Alex Otte is not just a survivor; she is a beacon of hope and change. At the age of 13, Alex was struck by a boat driven by a drunk driver while she was on a jet ski. The crash left her with a traumatic brain injury, a broken neck, shattered femurs, and the loss of her right leg below the knee. Despite these devastating injuries, Alex has transformed her pain into purpose. As the former National President and current Regional Director of Mothers Against Drunk Driving (MADD), Alex Otte has dedicated her life to advocating for laws and initiatives that prevent impaired driving and boating. Her efforts have been instrumental in passing lifesaving legislation, including The HALT Act, which aims to end impaired driving with anti-drunk driving technology.   Listen to this informative Your Life. Your Legacy. episode with Alex Otte about personal tragedy. Here is what to expect on this week’s show: ● Alex encourages listeners to get involved in supporting legislation like the HALT Act that can make a significant impact on road safety and reduce fatalities due to impaired driving. ● Understand that drinking and driving is a choice with far-reaching consequences beyond yourself. ● Organizations like MADD provide valuable resources and tools for engaging in conversations about responsible driving practices and raising awareness about the dangers of impaired driving.   Connect with Alex: Website:  https://madd.org/ Facebook: https://www.facebook.com/MADDNational/ Instagram: https://www.instagram.com/maddnational/ TikTok: https://www.tiktok.com/@maddnational Twitter: https://x.com/MADDNational LinkedIn: https://www.linkedin.com/company/mothers-against-drunk-driving/posts/?feedView=all Youtube: https://www.youtube.com/@MADDNational   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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 26 Sep 2024 04:00:00 -0000 Personal Tragedy: The Driving Force Behind MADD Advocacy full 63 Stan Miller Alex Otte is not just a survivor; she is a beacon of hope and change. At the age of 13, Alex was struck by a boat driven by a drunk driver while she was on a jet ski. The crash left her with a traumatic brain injury, a broken neck, shattered femurs, and the loss of her right leg below the knee. Despite these devastating injuries, Alex has transformed her pain into purpose. As the former National President and current Regional Director of Mothers Against Drunk Driving (MADD), Alex Otte has dedicated her life to advocating for laws and initiatives that prevent impaired driving and boating. Her efforts have been instrumental in passing lifesaving legislation, including The HALT Act, which aims to end impaired driving with anti-drunk driving technology.   Listen to this informative Your Life. Your Legacy. episode with Alex Otte about personal tragedy. Here is what to expect on this week’s show: ● Alex encourages listeners to get involved in supporting legislation like the HALT Act that can make a significant impact on road safety and reduce fatalities due to impaired driving. ● Understand that drinking and driving is a choice with far-reaching consequences beyond yourself. ● Organizations like MADD provide valuable resources and tools for engaging in conversations about responsible driving practices and raising awareness about the dangers of impaired driving.   Connect with Alex: Website:  https://madd.org/ Facebook: https://www.facebook.com/MADDNational/ Instagram: https://www.instagram.com/maddnational/ TikTok: https://www.tiktok.com/@maddnational Twitter: https://x.com/MADDNational LinkedIn: https://www.linkedin.com/company/mothers-against-drunk-driving/posts/?feedView=all Youtube: https://www.youtube.com/@MADDNational   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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Alex Otte is not just a survivor; she is a beacon of hope and change. At the age of 13, Alex was struck by a boat driven by a drunk driver while she was on a jet ski. The crash left her with a traumatic brain injury, a broken neck, shattered femurs, and the loss of her right leg below the knee. Despite these devastating injuries, Alex has transformed her pain into purpose.


As the former National President and current Regional Director of Mothers Against Drunk Driving (MADD), Alex Otte has dedicated her life to advocating for laws and initiatives that prevent impaired driving and boating. Her efforts have been instrumental in passing lifesaving legislation, including The HALT Act, which aims to end impaired driving with anti-drunk driving technology.

 

Listen to this informative Your Life. Your Legacy. episode with Alex Otte about personal tragedy.

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

● Alex encourages listeners to get involved in supporting legislation like the HALT Act that can make a significant impact on road safety and reduce fatalities due to impaired driving.

● Understand that drinking and driving is a choice with far-reaching consequences beyond yourself.

● Organizations like MADD provide valuable resources and tools for engaging in conversations about responsible driving practices and raising awareness about the dangers of impaired driving.

 

Connect with Alex:

Website:  https://madd.org/

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

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

TikTok: https://www.tiktok.com/@maddnational

Twitter: https://x.com/MADDNational

LinkedIn: https://www.linkedin.com/company/mothers-against-drunk-driving/posts/?feedView=all

Youtube: https://www.youtube.com/@MADDNational

 

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/




Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1914 no LaNette Kincaide: Embracing the Power of Storytelling for Lasting Impact Owner of I Write Writing Academy, LaNette Kincaide is a Christian author, Writing Coach, Certified Grief Coach and Social Media Strategist. I Write Writing Academy, LLC is a company that helps writers, aspiring authors and creatives write and share their stories in the form of a book. She is also a Marine wife, mother and grandmother who loves to write, cook and meet new people. She earned a Bachelor of Science Degree from Texas Wesleyan University and an Associate of Arts Degree from Tarrant County College. She is currently the Director of social media for both Tedx Manitou Springs and Colorado Hispanic Chamber. She was recently featured in Denver Voyage for her recent accomplishments. Her life and work beautifully encapsulate a journey of learning, resilience, and legacy-building. Listen to this informative Legacy Leaders episode with LaNette Kincaide about LaNette’s Book “Letters to Mom Writing to Heaven”, The Importance of Conversations About Death, The Purpose of the Writing Academy, Your Book as Your Legacy and Getting Prepared for the Future. Here is what to expect on this week’s show: ●  Discover the critical role of storytelling in immortalizing a legacy ●  Absorb the unique journey of grieving a mother's loss and find resonance in shared experience ●  Realize empowerment through the power of sharing personal narratives, contributing to a more enduring legacy ●  Grasp the essentiality of frank dialogues about end-of-life preparations and pragmatic aspects ●  Acknowledge the necessity of anticipating unpredictability when dealing with legacies Connect with LaNette Kincaide: Website: https://www.writingcoachlk.com/ Facebook: https://www.facebook.com/WritingCoachLK/ LinkedIn: https://www.linkedin.com/in/writingcoachlk/ YouTube: https://www.youtube.com/c/WritingCoachLK Email: info@writingcoachLK.com LaNette’s Books: https://www.amazon.com/stores/LaNette-L-Kincaide/author/B07PMSJLSN?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true       With your Guest Host: Karl Doug 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 Doug 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 Thu, 19 Sep 2024 04:00:00 -0000 LaNette Kincaide: Embracing the Power of Storytelling for Lasting Impact full Stan Miller Owner of I Write Writing Academy, LaNette Kincaide is a Christian author, Writing Coach, Certified Grief Coach and Social Media Strategist. I Write Writing Academy, LLC is a company that helps writers, aspiring authors and creatives write and share their stories in the form of a book. She is also a Marine wife, mother and grandmother who loves to write, cook and meet new people. She earned a Bachelor of Science Degree from Texas Wesleyan University and an Associate of Arts Degree from Tarrant County College. She is currently the Director of social media for both Tedx Manitou Springs and Colorado Hispanic Chamber. She was recently featured in Denver Voyage for her recent accomplishments. Her life and work beautifully encapsulate a journey of learning, resilience, and legacy-building. Listen to this informative Legacy Leaders episode with LaNette Kincaide about LaNette’s Book “Letters to Mom Writing to Heaven”, The Importance of Conversations About Death, The Purpose of the Writing Academy, Your Book as Your Legacy and Getting Prepared for the Future. Here is what to expect on this week’s show: ●  Discover the critical role of storytelling in immortalizing a legacy ●  Absorb the unique journey of grieving a mother's loss and find resonance in shared experience ●  Realize empowerment through the power of sharing personal narratives, contributing to a more enduring legacy ●  Grasp the essentiality of frank dialogues about end-of-life preparations and pragmatic aspects ●  Acknowledge the necessity of anticipating unpredictability when dealing with legacies Connect with LaNette Kincaide: Website: https://www.writingcoachlk.com/ Facebook: https://www.facebook.com/WritingCoachLK/ LinkedIn: https://www.linkedin.com/in/writingcoachlk/ YouTube: https://www.youtube.com/c/WritingCoachLK Email: info@writingcoachLK.com LaNette’s Books: https://www.amazon.com/stores/LaNette-L-Kincaide/author/B07PMSJLSN?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true       With your Guest Host: Karl Doug 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 Doug 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 Owner of I Write Writing Academy, LaNette Kincaide is a Christian author, Writing Coach, Certified Grief Coach and Social Media Strategist. I Write Writing Academy, LLC is a company that helps writers, aspiring authors and creatives write and share their stories in the form of a book. She is also a Marine wife, mother and grandmother who loves to write, cook and meet new people. She earned a Bachelor of Science Degree from Texas Wesleyan University and an Associate of Arts Degree from Tarrant County College. She is currently the Director of social media for both Tedx Manitou Springs and Colorado Hispanic Chamber. She was recently featured in Denver Voyage for her recent accomplishments. Her life and work beautifully encapsulate a journey of learning, resilience, and legacy-building.

Listen to this informative Legacy Leaders episode with LaNette Kincaide about LaNette’s Book “Letters to Mom Writing to Heaven”, The Importance of Conversations About Death, The Purpose of the Writing Academy, Your Book as Your Legacy and Getting Prepared for the Future.


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

●  Discover the critical role of storytelling in immortalizing a legacy

●  Absorb the unique journey of grieving a mother's loss and find resonance in shared experience

●  Realize empowerment through the power of sharing personal narratives, contributing to a more enduring legacy

●  Grasp the essentiality of frank dialogues about end-of-life preparations and pragmatic aspects

●  Acknowledge the necessity of anticipating unpredictability when dealing with legacies


Connect with LaNette Kincaide:

Website: https://www.writingcoachlk.com/

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

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

YouTube: https://www.youtube.com/c/WritingCoachLK

Email: info@writingcoachLK.com

LaNette’s Books: https://www.amazon.com/stores/LaNette-L-Kincaide/author/B07PMSJLSN?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true

 

 

 

With your Guest Host: Karl Doug 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 Doug 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

]]> 1444 no Kate Hufnagel: Proactive Steps in Estate Organization and End-of-Life Planning Kate Hufnagel is the Founder and CEO of The Digital WranglerTM. As an estate and legacy organizer, speaker, educator and coach, she helps inspires individuals to do the important work that nobody likes to talk about. After a mind-blowing 25-year career in big tech, Kate founded her business to put all her know-how and life experiences to work to make things easier for those left behind when the inevitable, or unexpected, happens. Kate loves educating people on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She is also a bonus mom of two adult children, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world.   Listen to this informative Legacy Leaders episode with Kate Hufnagel about estate planning. Here is what to expect on this week’s show: ●  Kate emphasizes the need for proactive steps in estate organization and encourages open discussions about end-of-life planning. ●  Kate discusses the importance of estate planning and how it is crucial for protecting your financial legacy and ensuring your loved ones are taken care of ●  Kate explains that managing digital subscriptions and accounts is crucial in our tech-driven world; and the importance of organizing your information and ensuring loved ones can access it when needed.   Connect with Kate Hufnagel: Website:  https://www.thedigitalwrangler.com Facebook:  https://www.facebook.com/thedigitalwrangler LinkedIn:  https://www.linkedin.com/in/kate-hufnagel/ YouTube:  https://www.youtube.com/@thedigitalwrangler Instagram:  https://www.instagram.com/thedigitalwrangler/ With your Guest Host Carol Eddy:   Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory.    At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now.    Carol's ultimate objective extends beyond financial success; she aspires to guide women in crafting secure retirements and establishing enduring legacies for their families. Her advocacy, dynamic educational initiatives, and philanthropic contributions underscore her unwavering commitment to ensuring women not only succeed but thrive in their financial pursuits.   Carol's devotion to women's financial well-being reflects her steadfast dedication to creating space for treasured moments with loved ones. Beyond her professional pursuits, she has served as a former board member of Two Roads Charter School and the Arvada Food Bank (Community Table). Her global impact extends to sponsoring students in Kenya and Haiti, exemplifying her commitment to empowerment on a broader scale.   Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 12 Sep 2024 04:00:00 -0000 Proactive Steps in Estate Organization and End-of-Life Planning full Stan Miller Kate Hufnagel is the Founder and CEO of The Digital WranglerTM. As an estate and legacy organizer, speaker, educator and coach, she helps inspires individuals to do the important work that nobody likes to talk about. After a mind-blowing 25-year career in big tech, Kate founded her business to put all her know-how and life experiences to work to make things easier for those left behind when the inevitable, or unexpected, happens. Kate loves educating people on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She is also a bonus mom of two adult children, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world.   Listen to this informative Legacy Leaders episode with Kate Hufnagel about estate planning. Here is what to expect on this week’s show: ●  Kate emphasizes the need for proactive steps in estate organization and encourages open discussions about end-of-life planning. ●  Kate discusses the importance of estate planning and how it is crucial for protecting your financial legacy and ensuring your loved ones are taken care of ●  Kate explains that managing digital subscriptions and accounts is crucial in our tech-driven world; and the importance of organizing your information and ensuring loved ones can access it when needed.   Connect with Kate Hufnagel: Website:  https://www.thedigitalwrangler.com Facebook:  https://www.facebook.com/thedigitalwrangler LinkedIn:  https://www.linkedin.com/in/kate-hufnagel/ YouTube:  https://www.youtube.com/@thedigitalwrangler Instagram:  https://www.instagram.com/thedigitalwrangler/ With your Guest Host Carol Eddy:   Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory.    At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now.    Carol's ultimate objective extends beyond financial success; she aspires to guide women in crafting secure retirements and establishing enduring legacies for their families. Her advocacy, dynamic educational initiatives, and philanthropic contributions underscore her unwavering commitment to ensuring women not only succeed but thrive in their financial pursuits.   Carol's devotion to women's financial well-being reflects her steadfast dedication to creating space for treasured moments with loved ones. Beyond her professional pursuits, she has served as a former board member of Two Roads Charter School and the Arvada Food Bank (Community Table). Her global impact extends to sponsoring students in Kenya and Haiti, exemplifying her commitment to empowerment on a broader scale.   Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices Kate Hufnagel is the Founder and CEO of The Digital WranglerTM. As an estate and legacy organizer, speaker, educator and coach, she helps inspires individuals to do the important work that nobody likes to talk about.

After a mind-blowing 25-year career in big tech, Kate founded her business to put all her know-how and life experiences to work to make things easier for those left behind when the inevitable, or unexpected, happens.

Kate loves educating people on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She is also a bonus mom of two adult children, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world.

 

Listen to this informative Legacy Leaders episode with Kate Hufnagel about estate planning.

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

●  Kate emphasizes the need for proactive steps in estate organization and encourages open discussions about end-of-life planning.

●  Kate discusses the importance of estate planning and how it is crucial for protecting your financial legacy and ensuring your loved ones are taken care of

●  Kate explains that managing digital subscriptions and accounts is crucial in our tech-driven world; and the importance of organizing your information and ensuring loved ones can access it when needed.

 

Connect with Kate Hufnagel:

Website:  https://www.thedigitalwrangler.com

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

LinkedIn:  https://www.linkedin.com/in/kate-hufnagel/

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

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



With your Guest Host Carol Eddy:

 

Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory. 

 

At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now. 

 

Carol's ultimate objective extends beyond financial success; she aspires to guide women in crafting secure retirements and establishing enduring legacies for their families. Her advocacy, dynamic educational initiatives, and philanthropic contributions underscore her unwavering commitment to ensuring women not only succeed but thrive in their financial pursuits.

 

Carol's devotion to women's financial well-being reflects her steadfast dedication to creating space for treasured moments with loved ones. Beyond her professional pursuits, she has served as a former board member of Two Roads Charter School and the Arvada Food Bank (Community Table). Her global impact extends to sponsoring students in Kenya and Haiti, exemplifying her commitment to empowerment on a broader scale.

 

Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow.


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1803 no Dustin Nichols: Maximizing Exemptions for Asset Protection Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard their personal and business assets from potential liabilities. His in-depth knowledge of California's exemption statutes, including the enhanced homestead exemption, allows him to provide tailored strategies to protect his clients' interests. With a strong emphasis on due diligence and meticulous planning, he ensures that individuals and business owners can navigate the tumultuous legal climate with ease. By maximizing exemptions and offering innovative solutions like the PRT, Dustin has helped numerous clients achieve peace of mind and secure their financial future. Listen to this informative Legacy Leaders episode with Dustin Nichols about Strategies for Exemption Planning, Risks and Threats to Assets, Assessing Asset Protection Needs, Common Mistakes in Asset Protection and Exemption Planning, and the PRT. Here is what to expect on this week’s show: ●  Discover the importance of exemption planning to safeguard your personal and business assets in California ●  Learn how to utilize the Private Retirement Trust (PRT) as a powerful strategy for asset protection ●  Understand the common risks and threats that can jeopardize your assets and how to protect against them ●  Explore the legal methods and strategies available for exemption planning in California ●  Gain insights from a real-life example showcasing the significant impact of exemption planning on asset protection Connect with Dustin Nichols: Website: http://www.dinapc.com/ LinkedIn: https://www.linkedin.com/in/dinapcpreservationplanning/ Email: DustinNicholsEsq@dinapc.com  Phone: 949-240-1101 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 Thu, 05 Sep 2024 04:00:00 -0000 Maximizing Exemptions for Asset Protection full Stan Miller Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard their personal and business assets from potential liabilities. His in-depth knowledge of California's exemption statutes, including the enhanced homestead exemption, allows him to provide tailored strategies to protect his clients' interests. With a strong emphasis on due diligence and meticulous planning, he ensures that individuals and business owners can navigate the tumultuous legal climate with ease. By maximizing exemptions and offering innovative solutions like the PRT, Dustin has helped numerous clients achieve peace of mind and secure their financial future. Listen to this informative Legacy Leaders episode with Dustin Nichols about Strategies for Exemption Planning, Risks and Threats to Assets, Assessing Asset Protection Needs, Common Mistakes in Asset Protection and Exemption Planning, and the PRT. Here is what to expect on this week’s show: ●  Discover the importance of exemption planning to safeguard your personal and business assets in California ●  Learn how to utilize the Private Retirement Trust (PRT) as a powerful strategy for asset protection ●  Understand the common risks and threats that can jeopardize your assets and how to protect against them ●  Explore the legal methods and strategies available for exemption planning in California ●  Gain insights from a real-life example showcasing the significant impact of exemption planning on asset protection Connect with Dustin Nichols: Website: http://www.dinapc.com/ LinkedIn: https://www.linkedin.com/in/dinapcpreservationplanning/ Email: DustinNicholsEsq@dinapc.com  Phone: 949-240-1101 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 Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard their personal and business assets from potential liabilities. His in-depth knowledge of California's exemption statutes, including the enhanced homestead exemption, allows him to provide tailored strategies to protect his clients' interests. With a strong emphasis on due diligence and meticulous planning, he ensures that individuals and business owners can navigate the tumultuous legal climate with ease. By maximizing exemptions and offering innovative solutions like the PRT, Dustin has helped numerous clients achieve peace of mind and secure their financial future.

Listen to this informative Legacy Leaders episode with Dustin Nichols about Strategies for Exemption Planning, Risks and Threats to Assets, Assessing Asset Protection Needs, Common Mistakes in Asset Protection and Exemption Planning, and the PRT.


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

●  Discover the importance of exemption planning to safeguard your personal and business assets in California

●  Learn how to utilize the Private Retirement Trust (PRT) as a powerful strategy for asset protection

●  Understand the common risks and threats that can jeopardize your assets and how to protect against them

●  Explore the legal methods and strategies available for exemption planning in California

●  Gain insights from a real-life example showcasing the significant impact of exemption planning on asset protection


Connect with Dustin Nichols:

Website: http://www.dinapc.com/


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

Email: DustinNicholsEsq@dinapc.com 

Phone: 949-240-1101


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

]]> 1949 no Jocelyn Margolin Borowsky: Estate Planning with Trusts 101 Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master's from New York University Law School. She reviews and prepares comprehensive estate plans, including wills, trusts, and advanced instruments such as spousal lifetime access trusts, asset protection trusts, and dynasty trusts. She also advises closely-held businesses, professionals, and executives on strategic tax planning, captive insurance, and family foundation creation. She provides counsel on trust administration, trust modifications, and the establishment of new Delaware trusts, including directed trusts and silent trusts. She represents clients in trust and estate litigation and handles tax-related disputes, including estate and gift tax audits. Her extensive expertise makes her a go-to resource for individuals and businesses seeking guidance in the complex field of trusts and estates. Listen to this informative Legacy Leaders episode with Jocelyn Margolin Borowsky about Importance of Proper Estate Planning, Types of Trusts for Unique Needs, IRA Charitable Rollover Contributions, Dealing with Disputes and Litigation and Benefits of Delaware Trusts. Here is what to expect on this week’s show: ●  Explore the pivotal role of legacy planning in preserving familial and charitable wealth ●  Unveil the crucial aspect of trusts in ensuring the continuity of family legacies ●  Discover the variety of trusts available to cater to unique estate planning needs ●  Learn tactical strategies to prevent potential disputes among heirs through effective estate planning ●  Acquaint yourself with the extensive benefits and the inherent versatility offered by trusts in estate planning   Connect with Jocelyn Margolin Borowsky: Website: https://www.duanemorris.com/ LinkedIn: https://www.linkedin.com/in/jocelyn-borowsky-a37211a/ Email:  jmborowsky@duanemorris.com    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   Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Aug 2024 04:00:00 -0000 Estate Planning with Trusts 101 bonus Stan Miller Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master's from New York University Law School. She reviews and prepares comprehensive estate plans, including wills, trusts, and advanced instruments such as spousal lifetime access trusts, asset protection trusts, and dynasty trusts. She also advises closely-held businesses, professionals, and executives on strategic tax planning, captive insurance, and family foundation creation. She provides counsel on trust administration, trust modifications, and the establishment of new Delaware trusts, including directed trusts and silent trusts. She represents clients in trust and estate litigation and handles tax-related disputes, including estate and gift tax audits. Her extensive expertise makes her a go-to resource for individuals and businesses seeking guidance in the complex field of trusts and estates. Listen to this informative Legacy Leaders episode with Jocelyn Margolin Borowsky about Importance of Proper Estate Planning, Types of Trusts for Unique Needs, IRA Charitable Rollover Contributions, Dealing with Disputes and Litigation and Benefits of Delaware Trusts. Here is what to expect on this week’s show: ●  Explore the pivotal role of legacy planning in preserving familial and charitable wealth ●  Unveil the crucial aspect of trusts in ensuring the continuity of family legacies ●  Discover the variety of trusts available to cater to unique estate planning needs ●  Learn tactical strategies to prevent potential disputes among heirs through effective estate planning ●  Acquaint yourself with the extensive benefits and the inherent versatility offered by trusts in estate planning   Connect with Jocelyn Margolin Borowsky: Website: https://www.duanemorris.com/ LinkedIn: https://www.linkedin.com/in/jocelyn-borowsky-a37211a/ Email:  jmborowsky@duanemorris.com    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   Learn more about your ad choices. Visit megaphone.fm/adchoices Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master's from New York University Law School. She reviews and prepares comprehensive estate plans, including wills, trusts, and advanced instruments such as spousal lifetime access trusts, asset protection trusts, and dynasty trusts. She also advises closely-held businesses, professionals, and executives on strategic tax planning, captive insurance, and family foundation creation. She provides counsel on trust administration, trust modifications, and the establishment of new Delaware trusts, including directed trusts and silent trusts. She represents clients in trust and estate litigation and handles tax-related disputes, including estate and gift tax audits. Her extensive expertise makes her a go-to resource for individuals and businesses seeking guidance in the complex field of trusts and estates.

Listen to this informative Legacy Leaders episode with Jocelyn Margolin Borowsky about Importance of Proper Estate Planning, Types of Trusts for Unique Needs, IRA Charitable Rollover Contributions, Dealing with Disputes and Litigation and Benefits of Delaware Trusts.


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

●  Explore the pivotal role of legacy planning in preserving familial and charitable wealth

●  Unveil the crucial aspect of trusts in ensuring the continuity of family legacies

●  Discover the variety of trusts available to cater to unique estate planning needs

●  Learn tactical strategies to prevent potential disputes among heirs through effective estate planning

●  Acquaint yourself with the extensive benefits and the inherent versatility offered by trusts in estate planning

 

Connect with Jocelyn Margolin Borowsky:

Website: https://www.duanemorris.com/

LinkedIn: https://www.linkedin.com/in/jocelyn-borowsky-a37211a/

Email:  jmborowsky@duanemorris.com

 

 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

 


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1897 no Barbara Norman: Take Control of Your Financial Future Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.”  She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s needs first.  She is a graduate of UCSD, a Certified Financial Planner™, a Chartered   Financial   Consultant, and a Certified Divorce Financial Analyst. She is a professionally trained speaker and storyteller and enjoys taking on complex topics and making them easy to understand and relate to. Listen to this informative Legacy Leaders episode with Barbara Norman about Helping Divorced and Widowed Women, Embracing Transitions, The Importance of Charitable Planning in IRAs, Being a Trusted Advisor and The Complexity of Financial Planning. Here is what to expect on this week’s show: ●  Discover the power of financial planning for divorced and widowed women to regain control and create a brighter future ●  Unlock the secrets of strategic charitable planning for tax minimization and maximize your impact while saving money ●  Become the go-to trusted financial advisor in your community and guide others towards financial empowerment ●  Shed light on the lack of transparency in financial planning and gain the knowledge to make informed decisions ●  Embrace the importance of education in financial decision-making and pave the way for a joyful life transition   Connect with Barbara Norman: Website: https://www.sagepathsolutions.com/ LinkedIn: https://www.linkedin.com/in/barbara-norman-ceo-sage-path-solutions-cfp%C2%AE-chfc%C2%AE-cdfa%C2%AE-a7b83a29/ Instagram: https://www.instagram.com/sagemoneyconversations/ YouTube: https://www.youtube.com/@barbaranormancfp4490 Barbara’s Book: https://www.amazon.com/How-Happily-Divorced-Marriage-Wanting/dp/B0BV4LBS7C Email:  bn@sagepathsolutions.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 Thu, 22 Aug 2024 04:00:00 -0000 Take Control of Your Financial Future full 63 Stan Miller Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.”  She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s needs first.  She is a graduate of UCSD, a Certified Financial Planner™, a Chartered   Financial   Consultant, and a Certified Divorce Financial Analyst. She is a professionally trained speaker and storyteller and enjoys taking on complex topics and making them easy to understand and relate to. Listen to this informative Legacy Leaders episode with Barbara Norman about Helping Divorced and Widowed Women, Embracing Transitions, The Importance of Charitable Planning in IRAs, Being a Trusted Advisor and The Complexity of Financial Planning. Here is what to expect on this week’s show: ●  Discover the power of financial planning for divorced and widowed women to regain control and create a brighter future ●  Unlock the secrets of strategic charitable planning for tax minimization and maximize your impact while saving money ●  Become the go-to trusted financial advisor in your community and guide others towards financial empowerment ●  Shed light on the lack of transparency in financial planning and gain the knowledge to make informed decisions ●  Embrace the importance of education in financial decision-making and pave the way for a joyful life transition   Connect with Barbara Norman: Website: https://www.sagepathsolutions.com/ LinkedIn: https://www.linkedin.com/in/barbara-norman-ceo-sage-path-solutions-cfp%C2%AE-chfc%C2%AE-cdfa%C2%AE-a7b83a29/ Instagram: https://www.instagram.com/sagemoneyconversations/ YouTube: https://www.youtube.com/@barbaranormancfp4490 Barbara’s Book: https://www.amazon.com/How-Happily-Divorced-Marriage-Wanting/dp/B0BV4LBS7C Email:  bn@sagepathsolutions.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 Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.”  She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s needs first.  She is a graduate of UCSD, a Certified Financial Planner™, a Chartered   Financial   Consultant, and a Certified Divorce Financial Analyst. She is a professionally trained speaker and storyteller and enjoys taking on complex topics and making them easy to understand and relate to.


Listen to this informative Legacy Leaders episode with Barbara Norman about Helping Divorced and Widowed Women, Embracing Transitions, The Importance of Charitable Planning in IRAs, Being a Trusted Advisor and The Complexity of Financial Planning.


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

●  Discover the power of financial planning for divorced and widowed women to regain control and create a brighter future

●  Unlock the secrets of strategic charitable planning for tax minimization and maximize your impact while saving money

●  Become the go-to trusted financial advisor in your community and guide others towards financial empowerment

●  Shed light on the lack of transparency in financial planning and gain the knowledge to make informed decisions

●  Embrace the importance of education in financial decision-making and pave the way for a joyful life transition

 

Connect with Barbara Norman:

Website: https://www.sagepathsolutions.com/

LinkedIn: https://www.linkedin.com/in/barbara-norman-ceo-sage-path-solutions-cfp%C2%AE-chfc%C2%AE-cdfa%C2%AE-a7b83a29/

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

YouTube: https://www.youtube.com/@barbaranormancfp4490

Barbara’s Book: https://www.amazon.com/How-Happily-Divorced-Marriage-Wanting/dp/B0BV4LBS7C

Email:  bn@sagepathsolutions.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

]]> 1169 no Blake Brewer: The Legacy Letter Challenge About Blake Brewer: Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer. By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.” Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter. Here is what to expect on this week’s show: ● Blake’s backstory ● How Blake’s dad’s death started his mission ● How becoming a dad changed his life ● The power of writing a legacy letter with testimonies from parents ● Why write a legacy letter? And when is best to do so? Key takeaways: ● The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy. ● Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared. ● The best time to write a legacy letter is when a child is born, and the second best time is now ● A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter. “As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.” From Larry Brewer to Blake Brewer (a quote from a letter his dad gave that he says he goes back to even as a father himself) “Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.” From a daughter who received a legacy letter from her dad Connect with Blake: LinkedIn: https://www.linkedin.com/in/blakecbrewer/ Links Mentioned: Legacy Letter Challenge: https://www.legacyletterchallenge.com/ Legacy Letter Challenge Contact Info: Twitter: https://twitter.com/giftofdad Instagram: https://www.instagram.com/legacy_letter/ Facebook: https://www.facebook.com/legacyletterchallenge LinkedIn: https://www.linkedin.com/company/legacy-letter/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Jul 2024 04:00:00 -0000 The Legacy Letter Challenge full 62 Stan Miller About Blake Brewer: Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer. By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.” Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter. Here is what to expect on this week’s show: ● Blake’s backstory ● How Blake’s dad’s death started his mission ● How becoming a dad changed his life ● The power of writing a legacy letter with testimonies from parents ● Why write a legacy letter? And when is best to do so? Key takeaways: ● The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy. ● Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared. ● The best time to write a legacy letter is when a child is born, and the second best time is now ● A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter. “As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.” From Larry Brewer to Blake Brewer (a quote from a letter his dad gave that he says he goes back to even as a father himself) “Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.” From a daughter who received a legacy letter from her dad Connect with Blake: LinkedIn: https://www.linkedin.com/in/blakecbrewer/ Links Mentioned: Legacy Letter Challenge: https://www.legacyletterchallenge.com/ Legacy Letter Challenge Contact Info: Twitter: https://twitter.com/giftofdad Instagram: https://www.instagram.com/legacy_letter/ Facebook: https://www.facebook.com/legacyletterchallenge LinkedIn: https://www.linkedin.com/company/legacy-letter/ Learn more about your ad choices. Visit megaphone.fm/adchoices About Blake Brewer:

Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer.

By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.”

Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter.


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

● Blake’s backstory

● How Blake’s dad’s death started his mission

● How becoming a dad changed his life

● The power of writing a legacy letter with testimonies from parents

● Why write a legacy letter? And when is best to do so?



Key takeaways:

● The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy.

● Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared.

● The best time to write a legacy letter is when a child is born, and the second best time is now

● A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter.


“As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.”

From Larry Brewer to Blake Brewer

(a quote from a letter his dad gave that he says he goes back to even as a father himself)

“Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.”

From a daughter who received a legacy letter from her dad


Connect with Blake:

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


Links Mentioned:

Legacy Letter Challenge: https://www.legacyletterchallenge.com/



Legacy Letter Challenge Contact Info:

Twitter: https://twitter.com/giftofdad

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

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

LinkedIn: https://www.linkedin.com/company/legacy-letter/



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1562 no Electra Demos: Operation Bear Hug: Providing Comfort to Traumatized Children Electra Demos has been an active member of Assistance League of Temecula Valley for 25 years. She has held many Board positions including President. She feels the time spent volunteering has given her a sense of purpose and accomplishment and a feeling of making a difference in someone’s life. Listen to this informative Your Life. Your Legacy. episode with Electra Demos the Assistance League of Temecula Valley and volunteering. Here is what to expect on this week’s show: ● Electra discusses Operation School Bell. This initiative provides tax-free clothing to children in specific school districts, ensuring they have proper attire for school. ● The Assistance League also has Operation Bear Hug. Operation Bear Hug is heartwarming program that offers soft bears to traumatized children in hospitals, providing comfort during challenging times. ● Electra also explains the Thrift Shop Program. Apart from providing clothing, the organization offers job experience and leadership opportunities to young members through their Thrift Shop Program. This not only benefits the volunteers but also the community through grants and donations. ● Electra highlighted how Assistance League provides volunteers with opportunities to serve in areas they are passionate about, making the volunteering experience fulfilling and impactful. ● Electra mentioned studies showing that volunteering leads to better health, attitude, and happiness. By getting involved and giving back, individuals can make a positive impact on both themselves and their communities. Connect with Electra Demos: Website: https://www.assistanceleague.org/temecula-valley/  Email: altemecula@yahoo.com FB: @assistanceleagueoftemeculavalley IG: @assistanceleaguetemeculavalley Business Hours: Wednesday & Friday 10:00am - 4:00pm Thursday & Saturday 1:00pm - 4:00pm With Your Guest Host Matrona Jessica Ward: Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion. https://familylegacyplanningfirm.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 18 Jul 2024 04:00:00 -0000 Operation Bear Hug: Providing Comfort to Traumatized Children full 61 Stan Miller Electra Demos has been an active member of Assistance League of Temecula Valley for 25 years. She has held many Board positions including President. She feels the time spent volunteering has given her a sense of purpose and accomplishment and a feeling of making a difference in someone’s life. Listen to this informative Your Life. Your Legacy. episode with Electra Demos the Assistance League of Temecula Valley and volunteering. Here is what to expect on this week’s show: ● Electra discusses Operation School Bell. This initiative provides tax-free clothing to children in specific school districts, ensuring they have proper attire for school. ● The Assistance League also has Operation Bear Hug. Operation Bear Hug is heartwarming program that offers soft bears to traumatized children in hospitals, providing comfort during challenging times. ● Electra also explains the Thrift Shop Program. Apart from providing clothing, the organization offers job experience and leadership opportunities to young members through their Thrift Shop Program. This not only benefits the volunteers but also the community through grants and donations. ● Electra highlighted how Assistance League provides volunteers with opportunities to serve in areas they are passionate about, making the volunteering experience fulfilling and impactful. ● Electra mentioned studies showing that volunteering leads to better health, attitude, and happiness. By getting involved and giving back, individuals can make a positive impact on both themselves and their communities. Connect with Electra Demos: Website: https://www.assistanceleague.org/temecula-valley/  Email: altemecula@yahoo.com FB: @assistanceleagueoftemeculavalley IG: @assistanceleaguetemeculavalley Business Hours: Wednesday & Friday 10:00am - 4:00pm Thursday & Saturday 1:00pm - 4:00pm With Your Guest Host Matrona Jessica Ward: Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion. https://familylegacyplanningfirm.com Learn more about your ad choices. Visit megaphone.fm/adchoices Electra Demos has been an active member of Assistance League of Temecula Valley for 25 years. She has held many Board positions including President. She feels the time spent volunteering has given her a sense of purpose and accomplishment and a feeling of making a difference in someone’s life.



Listen to this informative Your Life. Your Legacy. episode with Electra Demos the Assistance League of Temecula Valley and volunteering.


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

● Electra discusses Operation School Bell. This initiative provides tax-free clothing to children in specific school districts, ensuring they have proper attire for school.

● The Assistance League also has Operation Bear Hug. Operation Bear Hug is heartwarming program that offers soft bears to traumatized children in hospitals, providing comfort during challenging times.

● Electra also explains the Thrift Shop Program. Apart from providing clothing, the organization offers job experience and leadership opportunities to young members through their Thrift Shop Program. This not only benefits the volunteers but also the community through grants and donations.

● Electra highlighted how Assistance League provides volunteers with opportunities to serve in areas they are passionate about, making the volunteering experience fulfilling and impactful.

● Electra mentioned studies showing that volunteering leads to better health, attitude, and happiness. By getting involved and giving back, individuals can make a positive impact on both themselves and their communities.


Connect with Electra Demos:

Website: https://www.assistanceleague.org/temecula-valley/ 

Email: altemecula@yahoo.com

FB: @assistanceleagueoftemeculavalley

IG: @assistanceleaguetemeculavalley

Business Hours:

Wednesday & Friday 10:00am - 4:00pm

Thursday & Saturday 1:00pm - 4:00pm



With Your Guest Host Matrona Jessica Ward:

Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion.

https://familylegacyplanningfirm.com



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1998 no Genevieve Piturro: Unleashing Your Potential: Discovering Your True Purpose Genevieve Piturro's journey has taken her from a little girl's question in a homeless shelter to The Oprah Winfrey Show to boardrooms and stages across America. She is an inspirational speaker, 7x award-winning Amazon bestselling author, and purpose consultant empowering individuals, groups, and companies to power their purpose, inspire their teams and launch their legacies. She was a successful television marketing executive until a sudden inner voice challenged her direction and she dramatically altered the path of her life. She found her true purpose when a simple question from a six-year-old girl in an emergency shelter changed everything. In 2001, she jumped off the corporate ladder and founded the hugely successful national nonprofit, Pajama Program. This year, the Program celebrates its 23rd anniversary, having delivered more than 8 million pajamas and books to date. Listen to this informative Your Life. Your Legacy. episode with Genevieve Piturro about finding your purpose. Here is what to expect on this week’s show: ● Genevieve encourages listeners to find their purpose and pursue it relentlessly. She emphasizes the importance of following your heart and doing what truly resonates with you, even if it means stepping away from the conventional path. ● Starting a nonprofit can be daunting, but Genevieve highlights the significance of having a supportive network and seeking mentorship. Surrounding yourself with individuals who believe in your mission and can offer guidance can make a significant difference in achieving your goals. ● Genevieve's journey was not without challenges, including fear, doubt, and financial struggles. She acknowledges these obstacles but emphasizes that with determination, support, and a willingness to learn from setbacks, it is possible to overcome them and make a positive impact. Connect with Genevieve: Website: https://www.genevievepiturro.com/ LinkedIn https://www.linkedin.com/in/genevievepiturro/ Facebook https://www.facebook.com/GenPiturro/ and  https://www.facebook.com/GenevievePajama Instagram @genevievepiturro Twitter @GenPiturro Youtube https://www.youtube.com/@genevievepiturro9950 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 Jul 2024 04:00:00 -0000 Unleashing Your Potential: Discovering Your True Purpose full 60 Stan Miller Genevieve Piturro's journey has taken her from a little girl's question in a homeless shelter to The Oprah Winfrey Show to boardrooms and stages across America. She is an inspirational speaker, 7x award-winning Amazon bestselling author, and purpose consultant empowering individuals, groups, and companies to power their purpose, inspire their teams and launch their legacies. She was a successful television marketing executive until a sudden inner voice challenged her direction and she dramatically altered the path of her life. She found her true purpose when a simple question from a six-year-old girl in an emergency shelter changed everything. In 2001, she jumped off the corporate ladder and founded the hugely successful national nonprofit, Pajama Program. This year, the Program celebrates its 23rd anniversary, having delivered more than 8 million pajamas and books to date. Listen to this informative Your Life. Your Legacy. episode with Genevieve Piturro about finding your purpose. Here is what to expect on this week’s show: ● Genevieve encourages listeners to find their purpose and pursue it relentlessly. She emphasizes the importance of following your heart and doing what truly resonates with you, even if it means stepping away from the conventional path. ● Starting a nonprofit can be daunting, but Genevieve highlights the significance of having a supportive network and seeking mentorship. Surrounding yourself with individuals who believe in your mission and can offer guidance can make a significant difference in achieving your goals. ● Genevieve's journey was not without challenges, including fear, doubt, and financial struggles. She acknowledges these obstacles but emphasizes that with determination, support, and a willingness to learn from setbacks, it is possible to overcome them and make a positive impact. Connect with Genevieve: Website: https://www.genevievepiturro.com/ LinkedIn https://www.linkedin.com/in/genevievepiturro/ Facebook https://www.facebook.com/GenPiturro/ and  https://www.facebook.com/GenevievePajama Instagram @genevievepiturro Twitter @GenPiturro Youtube https://www.youtube.com/@genevievepiturro9950 Learn more about your ad choices. Visit megaphone.fm/adchoices Genevieve Piturro's journey has taken her from a little girl's question in a homeless shelter to The Oprah Winfrey Show to boardrooms and stages across America. She is an inspirational speaker, 7x award-winning Amazon bestselling author, and purpose consultant empowering individuals, groups, and companies to power their purpose, inspire their teams and launch their legacies. She was a successful television marketing executive until a sudden inner voice challenged her direction and she dramatically altered the path of her life. She found her true purpose when a simple question from a six-year-old girl in an emergency shelter changed everything. In 2001, she jumped off the corporate ladder and founded the hugely successful national nonprofit, Pajama Program. This year, the Program celebrates its 23rd anniversary, having delivered more than 8 million pajamas and books to date.


Listen to this informative Your Life. Your Legacy. episode with Genevieve Piturro

about finding your purpose.

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

● Genevieve encourages listeners to find their purpose and pursue it relentlessly. She emphasizes the importance of following your heart and doing what truly resonates with you, even if it means stepping away from the conventional path.

● Starting a nonprofit can be daunting, but Genevieve highlights the significance of having a supportive network and seeking mentorship. Surrounding yourself with individuals who believe in your mission and can offer guidance can make a significant difference in achieving your goals.

● Genevieve's journey was not without challenges, including fear, doubt, and financial struggles. She acknowledges these obstacles but emphasizes that with determination, support, and a willingness to learn from setbacks, it is possible to overcome them and make a positive impact.


Connect with Genevieve:

Website: https://www.genevievepiturro.com/



LinkedIn

https://www.linkedin.com/in/genevievepiturro/

Facebook

https://www.facebook.com/GenPiturro/

and 

https://www.facebook.com/GenevievePajama

Instagram

@genevievepiturro

Twitter

@GenPiturro

Youtube

https://www.youtube.com/@genevievepiturro9950

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1618 no Sheri Kohlmann: Incorporating Values and Stories in Estate Planning Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken? About Sheri Kohlmann: Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey. She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources. Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to: ● Delve into preserving personal narratives to dictate the values of tomorrow. ● Get insights on fostering communal bonding through guided autobiography. ● Grasp the magnitude of love's power in shaping our actions and outlook. ● Recognize the role of modern technology in expanding global reach. ● Grasp the significance of personal stories in initiating healing processes and mending relationships. Here is what to expect on this week’s show: ● Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning. ● Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans. ● Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships. “Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.” - Sheri Kohlmann Links Mentioned: Connect with Sheri Kohlmann: Facebook: Sheri Kohlmann Instagram: sherikohlmann LinkedIn: https://www.linkedin.com/in/sherikohlmann/ Website: www.morethanwordsinc.com  About your guest host, 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 Thu, 04 Jul 2024 04:00:00 -0000 Incorporating Values and Stories in Estate Planning full 59 Stan Miller Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken? About Sheri Kohlmann: Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey. She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources. Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to: ● Delve into preserving personal narratives to dictate the values of tomorrow. ● Get insights on fostering communal bonding through guided autobiography. ● Grasp the magnitude of love's power in shaping our actions and outlook. ● Recognize the role of modern technology in expanding global reach. ● Grasp the significance of personal stories in initiating healing processes and mending relationships. Here is what to expect on this week’s show: ● Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning. ● Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans. ● Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships. “Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.” - Sheri Kohlmann Links Mentioned: Connect with Sheri Kohlmann: Facebook: Sheri Kohlmann Instagram: sherikohlmann LinkedIn: https://www.linkedin.com/in/sherikohlmann/ Website: www.morethanwordsinc.com  About your guest host, 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 Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken?

About Sheri Kohlmann:

Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey.

She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources.

Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to:

● Delve into preserving personal narratives to dictate the values of tomorrow.

● Get insights on fostering communal bonding through guided autobiography.

● Grasp the magnitude of love's power in shaping our actions and outlook.

● Recognize the role of modern technology in expanding global reach.

● Grasp the significance of personal stories in initiating healing processes and mending relationships.


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

● Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning.

● Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans.

● Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships.


“Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.”

- Sheri Kohlmann


Links Mentioned:


Connect with Sheri Kohlmann:

Facebook: Sheri Kohlmann

Instagram: sherikohlmann

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

Website: www.morethanwordsinc.com 


About your guest host, 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

]]> 1427 no Gary and Lauren Harris: The Tradition of Family Giving Gary and Lauren Harris come from a renowned family known for their strong commitment to family values, philanthropy, and generosity. Gary attributes his perspective to his upbringing in a large family where the importance of taking care of others and giving back was emphasized. He sees giving back as a responsibility that comes with financial blessings and success, and he values doing research and due diligence when selecting charities to support. Lauren, who was raised with the same values, focuses on supporting women who are going through similar experiences. She emphasizes the importance of communication and sharing what is important to each family member, which leads to great family bonding.    Listen to this informative Your Life. Your Legacy. episode with Gary and Lauren Harris about giving and family values. Here is what to expect on this week’s show: ●  Gary shares his experience growing up in a big family of seven siblings, where they always had food on the table and parents who loved them. Their parents taught them the importance of money and taking care of others through tithing. This upbringing inspired Gary and Lauren to foster a sense of generosity in their own family. They involve their children in activities like packing food bags for those in need, to teach them about privilege.  ●  Gary emphasizes involving the whole family in charitable activities, setting a positive example for children and bringing the family closer. He even wrote a letter to his children outlining their family's expectations and responsibilities when it comes to giving. Gary's parents instilled in him the value of giving, even when they had very little. They prioritized gifting and tithing, with Gary's father believing that God always replenishes what is given. This mindset led Gary and his family to make giving a family decision, where everyone contributes and decides on the recipients. The tradition of family giving has been passed down to Gary's children, and he emphasizes the importance of not falling behind or making excuses, as his parents never played catch up.  ●  Family philanthropy is a cherished tradition in the Harris family. Gary emphasizes the importance of anonymous giving and giving back to the community without seeking recognition. During Thanksgiving, the family reflects on their blessings and expresses gratitude through gifting.    Connect with Gary and Lauren: https://harriswealthmanagers.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 Jun 2024 04:00:00 -0000 The Tradition of Family Giving full 58 Stan Miller Gary and Lauren Harris come from a renowned family known for their strong commitment to family values, philanthropy, and generosity. Gary attributes his perspective to his upbringing in a large family where the importance of taking care of others and giving back was emphasized. He sees giving back as a responsibility that comes with financial blessings and success, and he values doing research and due diligence when selecting charities to support. Lauren, who was raised with the same values, focuses on supporting women who are going through similar experiences. She emphasizes the importance of communication and sharing what is important to each family member, which leads to great family bonding.    Listen to this informative Your Life. Your Legacy. episode with Gary and Lauren Harris about giving and family values. Here is what to expect on this week’s show: ●  Gary shares his experience growing up in a big family of seven siblings, where they always had food on the table and parents who loved them. Their parents taught them the importance of money and taking care of others through tithing. This upbringing inspired Gary and Lauren to foster a sense of generosity in their own family. They involve their children in activities like packing food bags for those in need, to teach them about privilege.  ●  Gary emphasizes involving the whole family in charitable activities, setting a positive example for children and bringing the family closer. He even wrote a letter to his children outlining their family's expectations and responsibilities when it comes to giving. Gary's parents instilled in him the value of giving, even when they had very little. They prioritized gifting and tithing, with Gary's father believing that God always replenishes what is given. This mindset led Gary and his family to make giving a family decision, where everyone contributes and decides on the recipients. The tradition of family giving has been passed down to Gary's children, and he emphasizes the importance of not falling behind or making excuses, as his parents never played catch up.  ●  Family philanthropy is a cherished tradition in the Harris family. Gary emphasizes the importance of anonymous giving and giving back to the community without seeking recognition. During Thanksgiving, the family reflects on their blessings and expresses gratitude through gifting.    Connect with Gary and Lauren: https://harriswealthmanagers.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Gary and Lauren Harris come from a renowned family known for their strong commitment to family values, philanthropy, and generosity. Gary attributes his perspective to his upbringing in a large family where the importance of taking care of others and giving back was emphasized. He sees giving back as a responsibility that comes with financial blessings and success, and he values doing research and due diligence when selecting charities to support. Lauren, who was raised with the same values, focuses on supporting women who are going through similar experiences. She emphasizes the importance of communication and sharing what is important to each family member, which leads to great family bonding. 

 

Listen to this informative Your Life. Your Legacy. episode with Gary and Lauren Harris about giving and family values.


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

●  Gary shares his experience growing up in a big family of seven siblings, where they always had food on the table and parents who loved them. Their parents taught them the importance of money and taking care of others through tithing. This upbringing inspired Gary and Lauren to foster a sense of generosity in their own family. They involve their children in activities like packing food bags for those in need, to teach them about privilege. 

●  Gary emphasizes involving the whole family in charitable activities, setting a positive example for children and bringing the family closer. He even wrote a letter to his children outlining their family's expectations and responsibilities when it comes to giving. Gary's parents instilled in him the value of giving, even when they had very little. They prioritized gifting and tithing, with Gary's father believing that God always replenishes what is given. This mindset led Gary and his family to make giving a family decision, where everyone contributes and decides on the recipients. The tradition of family giving has been passed down to Gary's children, and he emphasizes the importance of not falling behind or making excuses, as his parents never played catch up. 

●  Family philanthropy is a cherished tradition in the Harris family. Gary emphasizes the importance of anonymous giving and giving back to the community without seeking recognition. During Thanksgiving, the family reflects on their blessings and expresses gratitude through gifting. 

 


Connect with Gary and Lauren:

https://harriswealthmanagers.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. 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/



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2673 no Sohaib Hasan: The Legacy of Accessible Education in Pakistan Sohaib, a passionate advocate for accessible education in Pakistan, continues the legacy of his father who founded the Brilliant Career Secondary School nearly half a century ago. Sohaib firmly believes in the school's commitment to accessible education, a vision inspired by the Swedish education system that his father experienced firsthand. His father's vision was to bring this model of accessible, high-quality education to Pakistan, a vision that Sohaib proudly carries forward. He emphasizes the importance of making education affordable for all, as he recognizes the high costs associated with private schools in Pakistan and globally. Sohaib's commitment to this cause is further demonstrated by his ongoing efforts to create a database of successful alumni and explore ways for them to contribute to the school's support. Listen to this informative Legacy Leaders episode with Sohaib Hasan about accessible education in Pakistan. Here is what to expect on this week’s show: ● Sohaib dives into the importance of building systems and processes in schools for success and continuity. ● Sohaib believes that accessibility to quality education is a global issue. Hear how his school ensures accessibility for all students, regardless of financial difficulties. ● The impact of education is evident through their strong alumni network. Alumni from all over the world reunite, sharing stories of how Sohaib’s father provided them with quality education and opportunities their parents couldn't ● Sohaib’s experiences abroad have influenced his perspective on culture and respect. Discover how he plans to incorporate these learnings into his school and future book. Connect with Sohaib: OhMyClassroom.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 20 Jun 2024 04:00:00 -0000 The Legacy of Accessible Education in Pakistan full 57 Stan Miller Sohaib, a passionate advocate for accessible education in Pakistan, continues the legacy of his father who founded the Brilliant Career Secondary School nearly half a century ago. Sohaib firmly believes in the school's commitment to accessible education, a vision inspired by the Swedish education system that his father experienced firsthand. His father's vision was to bring this model of accessible, high-quality education to Pakistan, a vision that Sohaib proudly carries forward. He emphasizes the importance of making education affordable for all, as he recognizes the high costs associated with private schools in Pakistan and globally. Sohaib's commitment to this cause is further demonstrated by his ongoing efforts to create a database of successful alumni and explore ways for them to contribute to the school's support. Listen to this informative Legacy Leaders episode with Sohaib Hasan about accessible education in Pakistan. Here is what to expect on this week’s show: ● Sohaib dives into the importance of building systems and processes in schools for success and continuity. ● Sohaib believes that accessibility to quality education is a global issue. Hear how his school ensures accessibility for all students, regardless of financial difficulties. ● The impact of education is evident through their strong alumni network. Alumni from all over the world reunite, sharing stories of how Sohaib’s father provided them with quality education and opportunities their parents couldn't ● Sohaib’s experiences abroad have influenced his perspective on culture and respect. Discover how he plans to incorporate these learnings into his school and future book. Connect with Sohaib: OhMyClassroom.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Sohaib, a passionate advocate for accessible education in Pakistan, continues the legacy of his father who founded the Brilliant Career Secondary School nearly half a century ago. Sohaib firmly believes in the school's commitment to accessible education, a vision inspired by the Swedish education system that his father experienced firsthand. His father's vision was to bring this model of accessible, high-quality education to Pakistan, a vision that Sohaib proudly carries forward. He emphasizes the importance of making education affordable for all, as he recognizes the high costs associated with private schools in Pakistan and globally. Sohaib's commitment to this cause is further demonstrated by his ongoing efforts to create a database of successful alumni and explore ways for them to contribute to the school's support.


Listen to this informative Legacy Leaders episode with Sohaib Hasan

about accessible education in Pakistan.

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

● Sohaib dives into the importance of building systems and processes in schools for success and continuity.

● Sohaib believes that accessibility to quality education is a global issue. Hear how his school ensures accessibility for all students, regardless of financial difficulties.

● The impact of education is evident through their strong alumni network. Alumni from all over the world reunite, sharing stories of how Sohaib’s father provided them with quality education and opportunities their parents couldn't

● Sohaib’s experiences abroad have influenced his perspective on culture and respect. Discover how he plans to incorporate these learnings into his school and future book.


Connect with Sohaib:

OhMyClassroom.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. 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/



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1818 Robb Munger: Homelessness and Relationships: Robb's Advocacy for Change Robb Munger, founder of Exodus Place, champions transitional housing for homeless men. With a background in finance, where he established a leading financial company in manufactured housing, Munger’s journey took a pivotal turn when he joined the board of Guiding Light Mission. There, he propelled a struggling rescue mission into prominence and transformed a former state corrections facility into Michigan’s largest non-governmental transitional housing, offering new beginnings to those in need. A former Army Officer, Munger’s commitment to service shines through his philanthropic work and innovative solutions in community development. His collaboration with the Salvation Army and Goodwill in a small town within American City has showcased an innovative approach to addressing homelessness, demonstrating the impactful change that results from combining compassion with action. This initiative, with Munger at the helm, has become a testament to the power of collaborative community efforts in making a tangible difference in people’s lives. Listen to this inspiring Your Life. Your Legacy. episode with Robb Munger about his journey fighting homelessness. Here is what to expect on this week’s show: ● Robb highlights the importance of developing relationships with homeless individuals, citing that trust and connections are essential in providing effective support. He mentions, "When somebody knows that you care, they'll listen." ● The concept of transitional housing as a stepping stone between emergency shelters and permanent housing was discussed. Exodus Place provides a supportive environment for residents to develop skills for independent living while also offering workforce development and financial skill training. ● Robb explains, interacting with the homeless individuals at Exodus Place has had a profound impact on him personally. He shares how shocking it was to realize the struggles and challenges faced by the homeless, and how building relationships and trust with them has been key to their transformation. Connect with Robb: Website: http://www.robbmunger.com Website: https://www.exodusplace.org/ LinkedIn: https://www.linkedin.com/in/robbmunger/ Instagram: https://www.instagram.com/exodus.place.gr/ Facebook: https://www.facebook.com/ExodusPlace/ YouTube: https://www.youtube.com/channel/UCMrDXQpIbWhBJbOV-dhJQZA Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 Jun 2024 04:00:00 -0000 Homelessness and Relationships: Robb's Advocacy for Change full 56 Stan Miller Robb Munger, founder of Exodus Place, champions transitional housing for homeless men. With a background in finance, where he established a leading financial company in manufactured housing, Munger’s journey took a pivotal turn when he joined the board of Guiding Light Mission. There, he propelled a struggling rescue mission into prominence and transformed a former state corrections facility into Michigan’s largest non-governmental transitional housing, offering new beginnings to those in need. A former Army Officer, Munger’s commitment to service shines through his philanthropic work and innovative solutions in community development. His collaboration with the Salvation Army and Goodwill in a small town within American City has showcased an innovative approach to addressing homelessness, demonstrating the impactful change that results from combining compassion with action. This initiative, with Munger at the helm, has become a testament to the power of collaborative community efforts in making a tangible difference in people’s lives. Listen to this inspiring Your Life. Your Legacy. episode with Robb Munger about his journey fighting homelessness. Here is what to expect on this week’s show: ● Robb highlights the importance of developing relationships with homeless individuals, citing that trust and connections are essential in providing effective support. He mentions, "When somebody knows that you care, they'll listen." ● The concept of transitional housing as a stepping stone between emergency shelters and permanent housing was discussed. Exodus Place provides a supportive environment for residents to develop skills for independent living while also offering workforce development and financial skill training. ● Robb explains, interacting with the homeless individuals at Exodus Place has had a profound impact on him personally. He shares how shocking it was to realize the struggles and challenges faced by the homeless, and how building relationships and trust with them has been key to their transformation. Connect with Robb: Website: http://www.robbmunger.com Website: https://www.exodusplace.org/ LinkedIn: https://www.linkedin.com/in/robbmunger/ Instagram: https://www.instagram.com/exodus.place.gr/ Facebook: https://www.facebook.com/ExodusPlace/ YouTube: https://www.youtube.com/channel/UCMrDXQpIbWhBJbOV-dhJQZA Learn more about your ad choices. Visit megaphone.fm/adchoices Robb Munger, founder of Exodus Place, champions transitional housing for homeless men. With a background in finance, where he established a leading financial company in manufactured housing, Munger’s journey took a pivotal turn when he joined the board of Guiding Light Mission. There, he propelled a struggling rescue mission into prominence and transformed a former state corrections facility into Michigan’s largest non-governmental transitional housing, offering new beginnings to those in need.

A former Army Officer, Munger’s commitment to service shines through his philanthropic work and innovative solutions in community development. His collaboration with the Salvation Army and Goodwill in a small town within American City has showcased an innovative approach to addressing homelessness, demonstrating the impactful change that results from combining compassion with action. This initiative, with Munger at the helm, has become a testament to the power of collaborative community efforts in making a tangible difference in people’s lives.


Listen to this inspiring Your Life. Your Legacy. episode with Robb Munger about his journey fighting homelessness.


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

● Robb highlights the importance of developing relationships with homeless individuals, citing that trust and connections are essential in providing effective support. He mentions, "When somebody knows that you care, they'll listen."

● The concept of transitional housing as a stepping stone between emergency shelters and permanent housing was discussed. Exodus Place provides a supportive environment for residents to develop skills for independent living while also offering workforce development and financial skill training.

● Robb explains, interacting with the homeless individuals at Exodus Place has had a profound impact on him personally. He shares how shocking it was to realize the struggles and challenges faced by the homeless, and how building relationships and trust with them has been key to their transformation.


Connect with Robb:

Website: http://www.robbmunger.com

Website: https://www.exodusplace.org/

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

Instagram: https://www.instagram.com/exodus.place.gr/

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

YouTube: https://www.youtube.com/channel/UCMrDXQpIbWhBJbOV-dhJQZA


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1961 Heidi Rizkalla: Promoting Responsible Pet Ownership Through Education and Compassion Heidi Rizkalla is a Certified Veterinary Practice Manager (CVPM) at Johnstown Veterinary Associates (JVA). She has been with JVA since 2013. Prior to working in the veterinary field, she taught English to high school students and later becoming the Director of Education for a non-profit organization that works with school districts across PA. Heidi believes that every opportunity, every position, every professional experience, every learned skill that someone has, helps to build on future endeavors. She is a firm believer that creating a culture that fosters compassion and empathy in all human interactions results in more favorable outcomes for patients and clients alike. Listen to this informative Your Life. Your Legacy. episode with Heidi Rizkalla about responsible pet ownership. Here is what to expect on this week’s show: ● Heidi stresses the importance of preventive measures such as spaying and neutering to reduce the likelihood of pets developing health issues like pyometra, mammary gland tumors, and behavioral problems. ● Heidi's passion for education shines through as she highlights the role of veterinary clinics in educating clients about responsible pet ownership. By sharing knowledge and promoting preventive care, clinics like Johnstown Veterinary Associates can make a significant impact on pet health and well-being. ● Heidi emphasizes that the legacy of a veterinary practice isn't just about providing medical treatment but also about how pets and owners are treated. By instilling values of empathy, compassion, and responsible pet care, clinics leave a lasting impact on their community and the well-being of animals. Connect with Heidi: www.johnstownveterinary.com 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Jun 2024 04:00:00 -0000 Promoting Responsible Pet Ownership Through Education and Compassion full 55 Stan Miller Heidi Rizkalla is a Certified Veterinary Practice Manager (CVPM) at Johnstown Veterinary Associates (JVA). She has been with JVA since 2013. Prior to working in the veterinary field, she taught English to high school students and later becoming the Director of Education for a non-profit organization that works with school districts across PA. Heidi believes that every opportunity, every position, every professional experience, every learned skill that someone has, helps to build on future endeavors. She is a firm believer that creating a culture that fosters compassion and empathy in all human interactions results in more favorable outcomes for patients and clients alike. Listen to this informative Your Life. Your Legacy. episode with Heidi Rizkalla about responsible pet ownership. Here is what to expect on this week’s show: ● Heidi stresses the importance of preventive measures such as spaying and neutering to reduce the likelihood of pets developing health issues like pyometra, mammary gland tumors, and behavioral problems. ● Heidi's passion for education shines through as she highlights the role of veterinary clinics in educating clients about responsible pet ownership. By sharing knowledge and promoting preventive care, clinics like Johnstown Veterinary Associates can make a significant impact on pet health and well-being. ● Heidi emphasizes that the legacy of a veterinary practice isn't just about providing medical treatment but also about how pets and owners are treated. By instilling values of empathy, compassion, and responsible pet care, clinics leave a lasting impact on their community and the well-being of animals. Connect with Heidi: www.johnstownveterinary.com 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Heidi Rizkalla is a Certified Veterinary Practice Manager (CVPM) at Johnstown Veterinary Associates (JVA). She has been with JVA since 2013. Prior to working in the veterinary field, she taught English to high school students and later becoming the Director of Education for a non-profit organization that works with school districts across PA. Heidi believes that every opportunity, every position, every professional experience, every learned skill that someone has, helps to build on future endeavors. She is a firm believer that creating a culture that fosters compassion and empathy in all human interactions results in more favorable outcomes for patients and clients alike.


Listen to this informative Your Life. Your Legacy. episode with Heidi Rizkalla

about responsible pet ownership.


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

● Heidi stresses the importance of preventive measures such as spaying and neutering to reduce the likelihood of pets developing health issues like pyometra, mammary gland tumors, and behavioral problems.

● Heidi's passion for education shines through as she highlights the role of veterinary clinics in educating clients about responsible pet ownership. By sharing knowledge and promoting preventive care, clinics like Johnstown Veterinary Associates can make a significant impact on pet health and well-being.

● Heidi emphasizes that the legacy of a veterinary practice isn't just about providing medical treatment but also about how pets and owners are treated. By instilling values of empathy, compassion, and responsible pet care, clinics leave a lasting impact on their community and the well-being of animals.


Connect with Heidi:

www.johnstownveterinary.com


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/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1549 Stephen Kirschenbaum: Unleashing Innovative Estate Planning Strategies Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve. About Stephen Kirschenbaum: Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steve focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses. He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations. Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to: ● Grasp the significance of immediate estate planning for your future security. ● Personalize your estate plans tailored to your unique needs. ● Appreciate the role of expert collaboration in building a complete estate plan. ● Gain insight into special considerations during estate planning from a Jewish viewpoint. ● Discover the power of creativity in finding solutions to estate planning challenges. Here is what to expect on this week’s show: ● Immediate Estate Planning Significance Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure. ● Personalized Estate Plans Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly. ● Expert Collaboration in Estate Planning Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning. “Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.” - Stephen Kirschenbaum Connect with Stephen: Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/ https://www.ghplaw.com/ LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/ About your guest host, Steven H. Step: Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steve lives in the San Fernando Valley area of Los Angeles with his wife and their daughter. Connect with Steven: LinkedIn: https://www.linkedin.com/in/stevenstep/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 30 May 2024 04:00:00 -0000 Unleashing Innovative Estate Planning Strategies full 54 Stan Miller Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve. About Stephen Kirschenbaum: Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steve focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses. He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations. Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to: ● Grasp the significance of immediate estate planning for your future security. ● Personalize your estate plans tailored to your unique needs. ● Appreciate the role of expert collaboration in building a complete estate plan. ● Gain insight into special considerations during estate planning from a Jewish viewpoint. ● Discover the power of creativity in finding solutions to estate planning challenges. Here is what to expect on this week’s show: ● Immediate Estate Planning Significance Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure. ● Personalized Estate Plans Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly. ● Expert Collaboration in Estate Planning Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning. “Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.” - Stephen Kirschenbaum Connect with Stephen: Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/ https://www.ghplaw.com/ LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/ About your guest host, Steven H. Step: Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steve lives in the San Fernando Valley area of Los Angeles with his wife and their daughter. Connect with Steven: LinkedIn: https://www.linkedin.com/in/stevenstep/ Learn more about your ad choices. Visit megaphone.fm/adchoices Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve.

About Stephen Kirschenbaum:

Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steve focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses.

He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations.

Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to:

● Grasp the significance of immediate estate planning for your future security.

● Personalize your estate plans tailored to your unique needs.

● Appreciate the role of expert collaboration in building a complete estate plan.

● Gain insight into special considerations during estate planning from a Jewish viewpoint.

● Discover the power of creativity in finding solutions to estate planning challenges.


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

● Immediate Estate Planning Significance

Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure.

● Personalized Estate Plans

Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly.

● Expert Collaboration in Estate Planning

Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning.


“Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.”

- Stephen Kirschenbaum


Connect with Stephen:

Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/

https://www.ghplaw.com/

LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/


About your guest host, Steven H. Step:

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steve lives in the San Fernando Valley area of Los Angeles with his wife and their daughter.

Connect with Steven:

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


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1971 Kera Radke: Building a Strong Community Network in Martial Arts Kera, a seasoned martial artist with over three decades of experience, serves as a co-owner at Lake Zurich Family Martial Arts. Transitioning from being a middle school math teacher to a career in martial arts on her father's recommendation, she has a unique perspective on the topic of choosing a martial arts school. Kera believes in the importance of personal preference and individual fit, stating that there is no one-size-fits-all answer. Her perspective stems from her belief that factors such as the size of the school, the teaching style, and the activities offered should be considered. She recommends visiting potential schools to evaluate if they feel comfortable and exciting. Kera values a diverse approach to martial arts, suggesting that exposure to a variety of styles can prevent boredom and promote a more comprehensive understanding of self-defense techniques. Listen to this informative Your Life. Your Legacy. episode with Kera Radke about community and martial arts. Here is what to expect on this week’s show: ● Kera highlights the value of experiencing a variety of techniques to prevent feeling out of place when transitioning between schools, emphasizing the need for a holistic understanding of martial arts. ● Kera stresses the significance of practical self-defense techniques tailored to real-life scenarios, underscoring the importance of being prepared to protect oneself in various situations. ● Kera explains the significance of building a strong community network through involvement in local activities and collaborations with businesses to create a supportive environment for personal growth and business success. Connect with Kera and Zurich Family Martial Arts: www.LZFMA.com https://www.facebook.com/lzfma/ https://www.instagram.com/lzfma/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 23 May 2024 04:00:00 -0000 Building a Strong Community Network in Martial Arts full 55 Stan Miller Kera, a seasoned martial artist with over three decades of experience, serves as a co-owner at Lake Zurich Family Martial Arts. Transitioning from being a middle school math teacher to a career in martial arts on her father's recommendation, she has a unique perspective on the topic of choosing a martial arts school. Kera believes in the importance of personal preference and individual fit, stating that there is no one-size-fits-all answer. Her perspective stems from her belief that factors such as the size of the school, the teaching style, and the activities offered should be considered. She recommends visiting potential schools to evaluate if they feel comfortable and exciting. Kera values a diverse approach to martial arts, suggesting that exposure to a variety of styles can prevent boredom and promote a more comprehensive understanding of self-defense techniques. Listen to this informative Your Life. Your Legacy. episode with Kera Radke about community and martial arts. Here is what to expect on this week’s show: ● Kera highlights the value of experiencing a variety of techniques to prevent feeling out of place when transitioning between schools, emphasizing the need for a holistic understanding of martial arts. ● Kera stresses the significance of practical self-defense techniques tailored to real-life scenarios, underscoring the importance of being prepared to protect oneself in various situations. ● Kera explains the significance of building a strong community network through involvement in local activities and collaborations with businesses to create a supportive environment for personal growth and business success. Connect with Kera and Zurich Family Martial Arts: www.LZFMA.com https://www.facebook.com/lzfma/ https://www.instagram.com/lzfma/ Learn more about your ad choices. Visit megaphone.fm/adchoices Kera, a seasoned martial artist with over three decades of experience, serves as a co-owner at Lake Zurich Family Martial Arts. Transitioning from being a middle school math teacher to a career in martial arts on her father's recommendation, she has a unique perspective on the topic of choosing a martial arts school. Kera believes in the importance of personal preference and individual fit, stating that there is no one-size-fits-all answer. Her perspective stems from her belief that factors such as the size of the school, the teaching style, and the activities offered should be considered. She recommends visiting potential schools to evaluate if they feel comfortable and exciting. Kera values a diverse approach to martial arts, suggesting that exposure to a variety of styles can prevent boredom and promote a more comprehensive understanding of self-defense techniques.


Listen to this informative Your Life. Your Legacy. episode with Kera Radke about community and martial arts.

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

● Kera highlights the value of experiencing a variety of techniques to prevent feeling out of place when transitioning between schools, emphasizing the need for a holistic understanding of martial arts.

● Kera stresses the significance of practical self-defense techniques tailored to real-life scenarios, underscoring the importance of being prepared to protect oneself in various situations.

● Kera explains the significance of building a strong community network through involvement in local activities and collaborations with businesses to create a supportive environment for personal growth and business success.


Connect with Kera and Zurich Family Martial Arts:

www.LZFMA.com

https://www.facebook.com/lzfma/

https://www.instagram.com/lzfma/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1937 Karen Buelterman: Secrets to Homeownership Success A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on outdated or misleading information available on the internet. About Karen Buelterman: Karen Buelterman works with Arbor Financial Group. She is committed to taking great care of people who are looking to buy or refinance a home. Karen has been in the mortgage industry since 2001 and has extensive knowledge in mortgage financing. She offers a vast array of products to fit almost every need while providing customized service. Karen communicates well and goes out of her way to make herself available to meet or discuss all options. She acts as a financial bridge that helps families achieve stability and security through home ownership. She has traveled to 37 countries and she uses this experience to help all clients of various backgrounds feel comfortable with her and the lending process to achieve their financial and mortgage dreams. She lives in San Diego with her husband and her white lab Devon. Working as a loan officer and helping someone become a homeowner is the most rewarding work she has ever done. Listen to this informative Your Life. Your Legacy. episode with Karen Buelterman where she shares how to: ● Discern how effective communication can streamline your mortgage proceedings. ● Decipher the significance of trusting your mortgage loan specialist as an advisor. ● Grasp the importance of staying relevant with updated guidelines in the mortgage realm. ● Realize the immense value referrals can bring from prior clients and fellow professionals. ● Explore the multiple channels of communication open with a mortgage loan specialist. Here is what to expect on this week’s show: ● Learn About Shifting Trends Karen keeps her finger on the pulse of the industry, providing clients with the most accurate and current information. ● Discover Crucial Guidance When working with Karen, clients can expect guidance that is based on up-to-date industry practices and regulations. ● Gain Expert Insights Getting a mortgage is a complex process, and having an expert like Karen Buelterman guide you can be a game-changer. “I make sure that I go to the ends of the earth for my clients... to make sure that everybody gets what they want. But communication is key, really. ” - Karen Buelterman Connect with Karen: LinkedIn: https://www.linkedin.com/in/karen-buelterman-27352724/ Website: https://arborfg.net/mortgage-brokers/lo/karen-buelterman/ About your guest host, Rod Hatley: The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 15 May 2024 04:00:00 -0000 Secrets to Homeownership Success full 52 Stan Miller A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on outdated or misleading information available on the internet. About Karen Buelterman: Karen Buelterman works with Arbor Financial Group. She is committed to taking great care of people who are looking to buy or refinance a home. Karen has been in the mortgage industry since 2001 and has extensive knowledge in mortgage financing. She offers a vast array of products to fit almost every need while providing customized service. Karen communicates well and goes out of her way to make herself available to meet or discuss all options. She acts as a financial bridge that helps families achieve stability and security through home ownership. She has traveled to 37 countries and she uses this experience to help all clients of various backgrounds feel comfortable with her and the lending process to achieve their financial and mortgage dreams. She lives in San Diego with her husband and her white lab Devon. Working as a loan officer and helping someone become a homeowner is the most rewarding work she has ever done. Listen to this informative Your Life. Your Legacy. episode with Karen Buelterman where she shares how to: ● Discern how effective communication can streamline your mortgage proceedings. ● Decipher the significance of trusting your mortgage loan specialist as an advisor. ● Grasp the importance of staying relevant with updated guidelines in the mortgage realm. ● Realize the immense value referrals can bring from prior clients and fellow professionals. ● Explore the multiple channels of communication open with a mortgage loan specialist. Here is what to expect on this week’s show: ● Learn About Shifting Trends Karen keeps her finger on the pulse of the industry, providing clients with the most accurate and current information. ● Discover Crucial Guidance When working with Karen, clients can expect guidance that is based on up-to-date industry practices and regulations. ● Gain Expert Insights Getting a mortgage is a complex process, and having an expert like Karen Buelterman guide you can be a game-changer. “I make sure that I go to the ends of the earth for my clients... to make sure that everybody gets what they want. But communication is key, really. ” - Karen Buelterman Connect with Karen: LinkedIn: https://www.linkedin.com/in/karen-buelterman-27352724/ Website: https://arborfg.net/mortgage-brokers/lo/karen-buelterman/ About your guest host, Rod Hatley: The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview Learn more about your ad choices. Visit megaphone.fm/adchoices A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on outdated or misleading information available on the internet.


About Karen Buelterman:

Karen Buelterman works with Arbor Financial Group. She is committed to taking great care of people who are looking to buy or refinance a home. Karen has been in the mortgage industry since 2001 and has extensive knowledge in mortgage financing. She offers a vast array of products to fit almost every need while providing customized service.

Karen communicates well and goes out of her way to make herself available to meet or discuss all options. She acts as a financial bridge that helps families achieve stability and security through home ownership.

She has traveled to 37 countries and she uses this experience to help all clients of various backgrounds feel comfortable with her and the lending process to achieve their financial and mortgage dreams. She lives in San Diego with her husband and her white lab Devon. Working as a loan officer and helping someone become a homeowner is the most rewarding work she has ever done.


Listen to this informative Your Life. Your Legacy. episode with Karen Buelterman where she shares how to:

● Discern how effective communication can streamline your mortgage proceedings.

● Decipher the significance of trusting your mortgage loan specialist as an advisor.

● Grasp the importance of staying relevant with updated guidelines in the mortgage realm.

● Realize the immense value referrals can bring from prior clients and fellow professionals.

● Explore the multiple channels of communication open with a mortgage loan specialist.


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

● Learn About Shifting Trends

Karen keeps her finger on the pulse of the industry, providing clients with the most accurate and current information.

● Discover Crucial Guidance

When working with Karen, clients can expect guidance that is based on up-to-date industry practices and regulations.

● Gain Expert Insights

Getting a mortgage is a complex process, and having an expert like Karen Buelterman guide you can be a game-changer.


“I make sure that I go to the ends of the earth for my clients... to make sure that everybody gets what they want. But communication is key, really. ”

- Karen Buelterman


Connect with Karen:

LinkedIn: https://www.linkedin.com/in/karen-buelterman-27352724/

Website: https://arborfg.net/mortgage-brokers/lo/karen-buelterman/


About your guest host, Rod Hatley:

The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.


Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1331 Beth Handwerker: Incapacity Planning Essentials Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren't forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy. Beth is passionate about estate planning because she's seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother's ownership to her family's partnership ownership. The mistake was discovered 5 years after her mother's passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It's very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches! Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to: ● Explore the importance of estate planning in preserving your legacy. ● Discern common pitfalls in estate planning and ways to avert them. ● Master the art of planning for special needs children and setting up special needs trusts. ● Become aware of integrating charitable donations into your estate plans for communal benefit. ● Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills. Here is what to expect on this week’s show: ● Significance of Estate Planning This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes. ● Common Missteps in Estate Planning Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues. ● Planning for Special Needs Children Planning for special needs children presents unique challenges, requiring parents to think about their child's care long after they're gone. “Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.” - Beth Handwerker Connect with Beth: Website: https://www.jamesinvestment.com/ LinkedIn: https://www.linkedin.com/company/james-investment Email: bhandwerker@jamesinvestment.com X (Twitter): https://twitter.com/JamesInvt Facebook: https://www.facebook.com/jamesinvt About your guest host, J. Diane Robinson: J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients' unique needs are met. Connect with J. Diane: LinkedIn: https://www.linkedin.com/in/jdrobinson/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 09 May 2024 04:00:00 -0000 Incapacity Planning Essentials full 51 Stan Miller Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren't forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy. Beth is passionate about estate planning because she's seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother's ownership to her family's partnership ownership. The mistake was discovered 5 years after her mother's passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It's very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches! Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to: ● Explore the importance of estate planning in preserving your legacy. ● Discern common pitfalls in estate planning and ways to avert them. ● Master the art of planning for special needs children and setting up special needs trusts. ● Become aware of integrating charitable donations into your estate plans for communal benefit. ● Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills. Here is what to expect on this week’s show: ● Significance of Estate Planning This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes. ● Common Missteps in Estate Planning Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues. ● Planning for Special Needs Children Planning for special needs children presents unique challenges, requiring parents to think about their child's care long after they're gone. “Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.” - Beth Handwerker Connect with Beth: Website: https://www.jamesinvestment.com/ LinkedIn: https://www.linkedin.com/company/james-investment Email: bhandwerker@jamesinvestment.com X (Twitter): https://twitter.com/JamesInvt Facebook: https://www.facebook.com/jamesinvt About your guest host, J. Diane Robinson: J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients' unique needs are met. Connect with J. Diane: LinkedIn: https://www.linkedin.com/in/jdrobinson/ Learn more about your ad choices. Visit megaphone.fm/adchoices Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren't forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy.

Beth is passionate about estate planning because she's seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother's ownership to her family's partnership ownership. The mistake was discovered 5 years after her mother's passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It's very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches!


Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to:

● Explore the importance of estate planning in preserving your legacy.

● Discern common pitfalls in estate planning and ways to avert them.

● Master the art of planning for special needs children and setting up special needs trusts.

● Become aware of integrating charitable donations into your estate plans for communal benefit.

● Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills.


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

● Significance of Estate Planning

This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes.

● Common Missteps in Estate Planning

Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues.

● Planning for Special Needs Children

Planning for special needs children presents unique challenges, requiring parents to think about their child's care long after they're gone.


“Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.”

- Beth Handwerker


Connect with Beth:

Website: https://www.jamesinvestment.com/

LinkedIn: https://www.linkedin.com/company/james-investment

Email: bhandwerker@jamesinvestment.com

X (Twitter): https://twitter.com/JamesInvt

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


About your guest host, J. Diane Robinson:

J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients' unique needs are met.


Connect with J. Diane:

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1636 Ross Dietrich: Solving Business Challenges Ross Dietrich, managing Partner of Price Kong, has over 20 years of accounting experience. He is a certified public accountant licensed in Arizona, Florida, Michigan, and New York. Ross focuses on providing attest services, which encompass audits, reviews of financial statements, and compilations. He has performed hundreds of financial statement and employee benefit plan audits during his career. Ross is also experienced in the areas of tax, accounting, business consulting, and succession planning, and has participated as an expert witness for several lawsuits to provide testimony on accounting matters. Ross’s clients represent a wide range of industries and businesses, including construction, cannabis, financial, legal, governmental, closely-held businesses, and non-profit. He is a member of the Arizona Society of CPAs (ASCPA) and the American Institute of Certified Public Accountants (AICPA). Outside of the office, Ross enjoys golfing, bowling, church activities, and spending time with his wife and five children. Ross earned a B.B.A. in Accounting from the University of Michigan. Prior to joining Price Kong, Ross worked in public accounting with another Arizona firm for seven years. Listen to this informative Legacy Leaders episode with Ross Dietrich where he shares how to: ● Unfold the hidden depths of the accounting profession and unlock unexpected opportunities in the field. ● Master the essential financial knowledge that empowers small businesses to maximize their growth potential. ● Formulate customized solutions designed to resonate with your clients' individual requirements. ● Identify the winning strategy for attracting and retaining high-caliber employees who are committed to your business's success. ● Establish the framework for building a positive work culture that breeds enthusiasm and motivation among team members. Here is what to expect on this week’s show: ● Business owners may encounter various misconceptions and challenges when it comes to financial management. Addressing these misconceptions head-on and acquiring expert guidance can lead to more precise financial decisions, resulting in overall business growth. ● A positive work culture fosters productivity, encourages innovation, and builds a strong team that shares common goals. ● By taking control of their financial situation, entrepreneurs can avoid common pitfalls, maintain steady growth, and secure a strong financial future for their business “Most people are really good at what they do in their business. Generally, they're not really good business people in a sense that they just don't know the numbers. That's what I do. ” - Ross Dietrich Links Mentioned: https://www.pricekong.com/ (Price Kong Website) Connect with Ross Dietrich: LinkedIn: https://www.linkedin.com/in/gary-ross-dietrich-cpa-b2a0b44/ Email: rdietrich@pkcpa.com Price Kong Contact Information: 5300 N. Central Ave #200 Phoenix, AZ 85012 (602) 776-6300 (602) 279-4537 info@pkcpa.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 02 May 2024 04:00:00 -0000 Solving Business Challenges full 50 Stan Miller Ross Dietrich, managing Partner of Price Kong, has over 20 years of accounting experience. He is a certified public accountant licensed in Arizona, Florida, Michigan, and New York. Ross focuses on providing attest services, which encompass audits, reviews of financial statements, and compilations. He has performed hundreds of financial statement and employee benefit plan audits during his career. Ross is also experienced in the areas of tax, accounting, business consulting, and succession planning, and has participated as an expert witness for several lawsuits to provide testimony on accounting matters. Ross’s clients represent a wide range of industries and businesses, including construction, cannabis, financial, legal, governmental, closely-held businesses, and non-profit. He is a member of the Arizona Society of CPAs (ASCPA) and the American Institute of Certified Public Accountants (AICPA). Outside of the office, Ross enjoys golfing, bowling, church activities, and spending time with his wife and five children. Ross earned a B.B.A. in Accounting from the University of Michigan. Prior to joining Price Kong, Ross worked in public accounting with another Arizona firm for seven years. Listen to this informative Legacy Leaders episode with Ross Dietrich where he shares how to: ● Unfold the hidden depths of the accounting profession and unlock unexpected opportunities in the field. ● Master the essential financial knowledge that empowers small businesses to maximize their growth potential. ● Formulate customized solutions designed to resonate with your clients' individual requirements. ● Identify the winning strategy for attracting and retaining high-caliber employees who are committed to your business's success. ● Establish the framework for building a positive work culture that breeds enthusiasm and motivation among team members. Here is what to expect on this week’s show: ● Business owners may encounter various misconceptions and challenges when it comes to financial management. Addressing these misconceptions head-on and acquiring expert guidance can lead to more precise financial decisions, resulting in overall business growth. ● A positive work culture fosters productivity, encourages innovation, and builds a strong team that shares common goals. ● By taking control of their financial situation, entrepreneurs can avoid common pitfalls, maintain steady growth, and secure a strong financial future for their business “Most people are really good at what they do in their business. Generally, they're not really good business people in a sense that they just don't know the numbers. That's what I do. ” - Ross Dietrich Links Mentioned: https://www.pricekong.com/ (Price Kong Website) Connect with Ross Dietrich: LinkedIn: https://www.linkedin.com/in/gary-ross-dietrich-cpa-b2a0b44/ Email: rdietrich@pkcpa.com Price Kong Contact Information: 5300 N. Central Ave #200 Phoenix, AZ 85012 (602) 776-6300 (602) 279-4537 info@pkcpa.com Learn more about your ad choices. Visit megaphone.fm/adchoices Ross Dietrich, managing Partner of Price Kong, has over 20 years of accounting experience. He is a certified public accountant licensed in Arizona, Florida, Michigan, and New York. Ross focuses on providing attest services, which encompass audits, reviews of financial statements, and compilations. He has performed hundreds of financial statement and employee benefit plan audits during his career. Ross is also experienced in the areas of tax, accounting, business consulting, and succession planning, and has participated as an expert witness for several lawsuits to provide testimony on accounting matters.

Ross’s clients represent a wide range of industries and businesses, including construction, cannabis, financial, legal, governmental, closely-held businesses, and non-profit. He is a member of the Arizona Society of CPAs (ASCPA) and the American Institute of Certified Public Accountants (AICPA). Outside of the office, Ross enjoys golfing, bowling, church activities, and spending time with his wife and five children.

Ross earned a B.B.A. in Accounting from the University of Michigan. Prior to joining Price Kong, Ross worked in public accounting with another Arizona firm for seven years.

Listen to this informative Legacy Leaders episode with Ross Dietrich where he shares how to:

● Unfold the hidden depths of the accounting profession and unlock unexpected opportunities in the field.

● Master the essential financial knowledge that empowers small businesses to maximize their growth potential.

● Formulate customized solutions designed to resonate with your clients' individual requirements.

● Identify the winning strategy for attracting and retaining high-caliber employees who are committed to your business's success.

● Establish the framework for building a positive work culture that breeds enthusiasm and motivation among team members.

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

● Business owners may encounter various misconceptions and challenges when it comes to financial management. Addressing these misconceptions head-on and acquiring expert guidance can lead to more precise financial decisions, resulting in overall business growth.

● A positive work culture fosters productivity, encourages innovation, and builds a strong team that shares common goals.

● By taking control of their financial situation, entrepreneurs can avoid common pitfalls, maintain steady growth, and secure a strong financial future for their business


“Most people are really good at what they do in their business. Generally, they're not really good business people in a sense that they just don't know the numbers. That's what I do. ”

- Ross Dietrich


Links Mentioned:

https://www.pricekong.com/ (Price Kong Website)


Connect with Ross Dietrich:

LinkedIn: https://www.linkedin.com/in/gary-ross-dietrich-cpa-b2a0b44/

Email: rdietrich@pkcpa.com

Price Kong Contact Information:

5300 N. Central Ave #200 Phoenix, AZ 85012

(602) 776-6300

(602) 279-4537

info@pkcpa.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1309 George Steiner: Long-Term Vision in Estate Planning Featuring About George Steiner: George Steiner has worked in Russia since 1991, with the International Bible Society, Children’s HopeChest, and now Orphan’s Tree. In his role, he provides vision and leadership for the ministry. Group homes, ministry centers, peer-to-peer mentorship, and foster care initiatives, among other programs, have been birthed through his vision and under his leadership. In addition to managing staff, every year George participates in a trip with U.S. church volunteers, working directly with orphans to retain close contact with the ministry audience. He also is the lead staff member for major donor relations. Born into a missionary family, George has always been interested in people of different cultures. He graduated from Oral Roberts University with a degree in sociology and business administration and began working in fund development. He continued this until his work took him to the USSR. On numerous visits, he witnessed the hundreds of thousands of children lost in the orphanage system during the transition from the USSR to the Russian Federation. Burdened by the overall needs of orphans, he founded Children’s HopeChest in 1994 to serve the needs of institutionalized orphans. Seeing changing orphan care needs, George established Orphan’s Tree in 2008 to assist in creating healthy families for older orphans and to help break their orphan cycle. Orphan’s Tree is a shared passion with his family, which includes Kathy, his wife of 52 years, and their two daughters, Rebecca, who is on staff, and Meredith, who serves on the board. Listen to this informative Legacy Leaders episode with George Steiner where he shares how to: ● Unveil the importance of a strong long-term vision and dedication to your life's calling. ● Delve into the essential components of supporting young adults transitioning out of orphanages. ● Comprehend how to create an enduring heritage along with a significant legacy. ● Examine the progression towards foster care in Russia, transitioning from institutionalized systems. ● Learn to tackle challenges and errors through obedience and unwavering commitment. Here is what to expect on this week’s show: ● The success of an organization depends on various factors, including strong leadership, clear vision, and cultural understanding. Organizations must remain adaptable to change and be cognizant of local customs and values to successfully connect with the communities they serve. ● Addressing the varied yet often overlooked needs of post-orphanage care is crucial in providing comprehensive support to young adults transitioning out of orphanages. ● Discovering one's role in life is about recognizing personal passions, talents, and opportunities that align with them. Whether it's pursuing a career or volunteering, finding a fulfilling role allows individuals to utilize their unique qualities for the greater good. “One of the things that I think is true about anything in life is change is inevitable. And we have to be able to stay on top of that change and say, okay, how do we do things differently now? ” - George Steiner Links Mentioned: http://orphanstree.org/ (Orphan’s Springs Website) Connect with George Steiner: Email: gsteiner@orphanstree.org Orphan’s Springs information: 719-359-8449 PO Box 62904, Colorado Springs, CO 80962 Donate here: http://orphanstree.org/donate Website: http://orphanstree.org/ Facebook: https://www.facebook.com/orphanstree/ Twitter: https://twitter.com/OrphansTree YouTube: https://www.youtube.com/user/orphanstree 719-359-8449 // PO Box 62904, Colorado Springs, CO 80962 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Apr 2024 04:00:00 -0000 Long-Term Vision in Estate Planning Featuring full 49 Stan Miller About George Steiner: George Steiner has worked in Russia since 1991, with the International Bible Society, Children’s HopeChest, and now Orphan’s Tree. In his role, he provides vision and leadership for the ministry. Group homes, ministry centers, peer-to-peer mentorship, and foster care initiatives, among other programs, have been birthed through his vision and under his leadership. In addition to managing staff, every year George participates in a trip with U.S. church volunteers, working directly with orphans to retain close contact with the ministry audience. He also is the lead staff member for major donor relations. Born into a missionary family, George has always been interested in people of different cultures. He graduated from Oral Roberts University with a degree in sociology and business administration and began working in fund development. He continued this until his work took him to the USSR. On numerous visits, he witnessed the hundreds of thousands of children lost in the orphanage system during the transition from the USSR to the Russian Federation. Burdened by the overall needs of orphans, he founded Children’s HopeChest in 1994 to serve the needs of institutionalized orphans. Seeing changing orphan care needs, George established Orphan’s Tree in 2008 to assist in creating healthy families for older orphans and to help break their orphan cycle. Orphan’s Tree is a shared passion with his family, which includes Kathy, his wife of 52 years, and their two daughters, Rebecca, who is on staff, and Meredith, who serves on the board. Listen to this informative Legacy Leaders episode with George Steiner where he shares how to: ● Unveil the importance of a strong long-term vision and dedication to your life's calling. ● Delve into the essential components of supporting young adults transitioning out of orphanages. ● Comprehend how to create an enduring heritage along with a significant legacy. ● Examine the progression towards foster care in Russia, transitioning from institutionalized systems. ● Learn to tackle challenges and errors through obedience and unwavering commitment. Here is what to expect on this week’s show: ● The success of an organization depends on various factors, including strong leadership, clear vision, and cultural understanding. Organizations must remain adaptable to change and be cognizant of local customs and values to successfully connect with the communities they serve. ● Addressing the varied yet often overlooked needs of post-orphanage care is crucial in providing comprehensive support to young adults transitioning out of orphanages. ● Discovering one's role in life is about recognizing personal passions, talents, and opportunities that align with them. Whether it's pursuing a career or volunteering, finding a fulfilling role allows individuals to utilize their unique qualities for the greater good. “One of the things that I think is true about anything in life is change is inevitable. And we have to be able to stay on top of that change and say, okay, how do we do things differently now? ” - George Steiner Links Mentioned: http://orphanstree.org/ (Orphan’s Springs Website) Connect with George Steiner: Email: gsteiner@orphanstree.org Orphan’s Springs information: 719-359-8449 PO Box 62904, Colorado Springs, CO 80962 Donate here: http://orphanstree.org/donate Website: http://orphanstree.org/ Facebook: https://www.facebook.com/orphanstree/ Twitter: https://twitter.com/OrphansTree YouTube: https://www.youtube.com/user/orphanstree 719-359-8449 // PO Box 62904, Colorado Springs, CO 80962 Learn more about your ad choices. Visit megaphone.fm/adchoices About George Steiner:

George Steiner has worked in Russia since 1991, with the International Bible Society, Children’s HopeChest, and now Orphan’s Tree. In his role, he provides vision and leadership for the ministry. Group homes, ministry centers, peer-to-peer mentorship, and foster care initiatives, among other programs, have been birthed through his vision and under his leadership. In addition to managing staff, every year George participates in a trip with U.S. church volunteers, working directly with orphans to retain close contact with the ministry audience. He also is the lead staff member for major donor relations.

Born into a missionary family, George has always been interested in people of different cultures. He graduated from Oral Roberts University with a degree in sociology and business administration and began working in fund development. He continued this until his work took him to the USSR. On numerous visits, he witnessed the hundreds of thousands of children lost in the orphanage system during the transition from the USSR to the Russian Federation. Burdened by the overall needs of orphans, he founded Children’s HopeChest in 1994 to serve the needs of institutionalized orphans. Seeing changing orphan care needs, George established Orphan’s Tree in 2008 to assist in creating healthy families for older orphans and to help break their orphan cycle. Orphan’s Tree is a shared passion with his family, which includes Kathy, his wife of 52 years, and their two daughters, Rebecca, who is on staff, and Meredith, who serves on the board.


Listen to this informative Legacy Leaders episode with George Steiner where he shares how to:

● Unveil the importance of a strong long-term vision and dedication to your life's calling.

● Delve into the essential components of supporting young adults transitioning out of orphanages.

● Comprehend how to create an enduring heritage along with a significant legacy.

● Examine the progression towards foster care in Russia, transitioning from institutionalized systems.

● Learn to tackle challenges and errors through obedience and unwavering commitment.


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

● The success of an organization depends on various factors, including strong leadership, clear vision, and cultural understanding. Organizations must remain adaptable to change and be cognizant of local customs and values to successfully connect with the communities they serve.

● Addressing the varied yet often overlooked needs of post-orphanage care is crucial in providing comprehensive support to young adults transitioning out of orphanages.

● Discovering one's role in life is about recognizing personal passions, talents, and opportunities that align with them. Whether it's pursuing a career or volunteering, finding a fulfilling role allows individuals to utilize their unique qualities for the greater good.


“One of the things that I think is true about anything in life is change is inevitable. And we have to be able to stay on top of that change and say, okay, how do we do things differently now? ”

- George Steiner



Links Mentioned:

http://orphanstree.org/ (Orphan’s Springs Website)


Connect with George Steiner:

Email: gsteiner@orphanstree.org


Orphan’s Springs information:

719-359-8449

PO Box 62904, Colorado Springs, CO 80962

Donate here: http://orphanstree.org/donate

Website: http://orphanstree.org/

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

Twitter: https://twitter.com/OrphansTree

YouTube: https://www.youtube.com/user/orphanstree

719-359-8449 // PO Box 62904, Colorado Springs, CO 80962

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1606 Catherine Bell: Creating Lasting Change Through Your Legacy Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Catherine Bell, as she debunks these myths and shares the truth about how everyone can contribute to making a difference. About Catherine Bell: Catherine Bell is a dynamic radio show host, professional speaker, accomplished author, and savvy financial expert who has earned the coveted title of "Financial Jedi Master" for her ability to transform timelines and fuel her investors' success. As the owner of a Hedge Fund, she is a passionate advocate for creating multiple streams of passive income for her investors, driven by a deep sense of responsibility to leave a positive impact on every person, property, and community that her team touches. Catherine's unwavering dedication to her team and investors is rooted in her core value of family, shaped by her own experience as an adopted teenager. Her ultimate mission through her non-profit is to find loving homes for the 350,000 adoptable children in the US Foster Care System during her lifetime. Listen to this informative Your Life. Your Legacy. episode with Catherine Bell where she shares how to: ● Grasp the power of resilience, pioneering through adversity to forge a transformative positive impact. ● Uncover the secrets behind constructing a robust passive income through smart real estate investments. ● Understand the crucial role estate planning plays in safeguarding your assets and fortifying your family’s future. ● Learn how anyone, regardless of financial bracing, can make significant contributions to society. ● Discover the indispensable role of continuous education in tracking and accomplishing your financial aspirations. Here is what to expect on this week’s show: ● Resilience Triumphs: Catherine Bell's story showcases resilience, overcoming hardships through determination, innovative thinking, and unwavering positivity. ● Transformative Adoption: Adopted at 16, Catherine's life transformed, emphasizing the power of new beginnings and personal growth. ● Global Impact: Through travel and volunteering, Catherine gained deep insights into diversity, fostering success in real estate while inspiring others. “Money is like oxygen - the more you have, the easier it is to breathe… the bigger the difference in the world you can make.” - Catherine Bell Connect with Catherine Bell: LinkedIn: https://www.linkedin.com/in/catherinebell-tig/ Website: https://www.titanimpactgroup.com/ About your guest host, Rod Hatley: The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 18 Apr 2024 04:00:00 -0000 Creating Lasting Change Through Your Legacy full 48 Stan Miller Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Catherine Bell, as she debunks these myths and shares the truth about how everyone can contribute to making a difference. About Catherine Bell: Catherine Bell is a dynamic radio show host, professional speaker, accomplished author, and savvy financial expert who has earned the coveted title of "Financial Jedi Master" for her ability to transform timelines and fuel her investors' success. As the owner of a Hedge Fund, she is a passionate advocate for creating multiple streams of passive income for her investors, driven by a deep sense of responsibility to leave a positive impact on every person, property, and community that her team touches. Catherine's unwavering dedication to her team and investors is rooted in her core value of family, shaped by her own experience as an adopted teenager. Her ultimate mission through her non-profit is to find loving homes for the 350,000 adoptable children in the US Foster Care System during her lifetime. Listen to this informative Your Life. Your Legacy. episode with Catherine Bell where she shares how to: ● Grasp the power of resilience, pioneering through adversity to forge a transformative positive impact. ● Uncover the secrets behind constructing a robust passive income through smart real estate investments. ● Understand the crucial role estate planning plays in safeguarding your assets and fortifying your family’s future. ● Learn how anyone, regardless of financial bracing, can make significant contributions to society. ● Discover the indispensable role of continuous education in tracking and accomplishing your financial aspirations. Here is what to expect on this week’s show: ● Resilience Triumphs: Catherine Bell's story showcases resilience, overcoming hardships through determination, innovative thinking, and unwavering positivity. ● Transformative Adoption: Adopted at 16, Catherine's life transformed, emphasizing the power of new beginnings and personal growth. ● Global Impact: Through travel and volunteering, Catherine gained deep insights into diversity, fostering success in real estate while inspiring others. “Money is like oxygen - the more you have, the easier it is to breathe… the bigger the difference in the world you can make.” - Catherine Bell Connect with Catherine Bell: LinkedIn: https://www.linkedin.com/in/catherinebell-tig/ Website: https://www.titanimpactgroup.com/ About your guest host, Rod Hatley: The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview Learn more about your ad choices. Visit megaphone.fm/adchoices Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Catherine Bell, as she debunks these myths and shares the truth about how everyone can contribute to making a difference.


About Catherine Bell:

Catherine Bell is a dynamic radio show host, professional speaker, accomplished author, and savvy financial expert who has earned the coveted title of "Financial Jedi Master" for her ability to transform timelines and fuel her investors' success. As the owner of a Hedge Fund, she is a passionate advocate for creating multiple streams of passive income for her investors, driven by a deep sense of responsibility to leave a positive impact on every person, property, and community that her team touches.

Catherine's unwavering dedication to her team and investors is rooted in her core value of family, shaped by her own experience as an adopted teenager. Her ultimate mission through her non-profit is to find loving homes for the 350,000 adoptable children in the US Foster Care System during her lifetime.


Listen to this informative Your Life. Your Legacy. episode with Catherine Bell where she shares how to:

● Grasp the power of resilience, pioneering through adversity to forge a transformative positive impact.

● Uncover the secrets behind constructing a robust passive income through smart real estate investments.

● Understand the crucial role estate planning plays in safeguarding your assets and fortifying your family’s future.

● Learn how anyone, regardless of financial bracing, can make significant contributions to society.

● Discover the indispensable role of continuous education in tracking and accomplishing your financial aspirations.


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

● Resilience Triumphs: Catherine Bell's story showcases resilience, overcoming hardships through determination, innovative thinking, and unwavering positivity.

● Transformative Adoption: Adopted at 16, Catherine's life transformed, emphasizing the power of new beginnings and personal growth.

● Global Impact: Through travel and volunteering, Catherine gained deep insights into diversity, fostering success in real estate while inspiring others.


“Money is like oxygen - the more you have, the easier it is to breathe… the bigger the difference in the world you can make.”

- Catherine Bell


Connect with Catherine Bell:

LinkedIn: https://www.linkedin.com/in/catherinebell-tig/

Website: https://www.titanimpactgroup.com/


About your guest host, Rod Hatley:

The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.


Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1698 Leighton Tyau: Navigating Business Succession & Tax Planning If you're feeling overwhelmed and anxious about the thought of your complex estate or blended family's future, despite your efforts to plan ahead, then you are not alone! Despite your attempts at organizing your affairs and minimizing your tax burden, you may still feel uncertain about what will happen after you're gone. You may also be experiencing a sense of frustration and confusion about how to effectively plan for the future, as standard estate planning methods may not be suitable for your unique circumstances. However, by seeking personalized estate and tax planning solutions, you can achieve peace of mind and ensure that your legacy is protected. About Leighton Tyau: Leighton Tyau is the founder and principal attorney at Copper State Estate Planning, an Arizona-based boutique law firm specializing in tailored estate planning services. With a background in economics and law, Leighton is passionate about helping families build and preserve their legacies through personalized service. Focusing on complex estate planning matters like business succession, trusts, and tax planning, Leighton provides customized solutions for each unique client. An active member of prestigious professional organizations and involved in philanthropic endeavors, Leighton prioritizes long-term relationships with clients and is dedicated to offering the highest level of service and support Listen to this informative Legacy Leaders episode with Leighton Tyau about: ● Discover the vital role of estate and tax planning in providing peace of mind through tailored solutions. ● Learn how tax planning is the cornerstone for protecting your financial future. ● Debunk common estate planning myths, such as families avoiding disputes over assets. ● Uncover the necessity of crafting unique plans for clients with intricate estate requirements. ● Recognize the advantages of proactive planning in saving time, reducing stress, and minimizing expenses for loved ones. Here is what to expect on this week’s show: ● Estate planning is essential for individuals who want to ensure the proper distribution of their assets and protect their loved ones' financial well-being upon their passing. ● While estate planning focuses on the distribution of assets, tax planning efficiently minimizes tax liability throughout an individual's lifetime and after death. ● One such misconception is that family members won't dispute inheritances, causing friction between relatives. However, according to Tyau, estate planning should consider even the smallest, seemingly insignificant items as these can often lead to family discord. ● Professional estate and tax planning can preserve and grow a person's assets while minimizing taxes and incorporating strategies, such as the use of a bypass trust and deceased spouse unused exemption, to optimize financial outcomes. ● By engaging in a long-term relationship with a skilled attorney, clients enjoy the added benefit of trust while ensuring their assets and loved ones are protected. “Every client is a puzzle where I can figure out which pieces I can shift this way or that way to get the best possible outcome for the client and the client's family.” - Leighton Tyau Links Mentioned: Connect with Leighton: LinkedIn: https://www.linkedin.com/in/leighton-tyau/ Information on Leighton’s Company: Website: https://copperstateplanning.com/ Phone Number: 480-442-6413 Office Locations: 4435 E Chandler Blvd #200 Phoenix, AZ 85048 By Appointment Only 2999 N 44th St Suite 450, Phoenix, AZ 85018 By Appointment Only Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 Apr 2024 04:00:00 -0000 Navigating Business Succession & Tax Planning full 47 Stan Miller If you're feeling overwhelmed and anxious about the thought of your complex estate or blended family's future, despite your efforts to plan ahead, then you are not alone! Despite your attempts at organizing your affairs and minimizing your tax burden, you may still feel uncertain about what will happen after you're gone. You may also be experiencing a sense of frustration and confusion about how to effectively plan for the future, as standard estate planning methods may not be suitable for your unique circumstances. However, by seeking personalized estate and tax planning solutions, you can achieve peace of mind and ensure that your legacy is protected. About Leighton Tyau: Leighton Tyau is the founder and principal attorney at Copper State Estate Planning, an Arizona-based boutique law firm specializing in tailored estate planning services. With a background in economics and law, Leighton is passionate about helping families build and preserve their legacies through personalized service. Focusing on complex estate planning matters like business succession, trusts, and tax planning, Leighton provides customized solutions for each unique client. An active member of prestigious professional organizations and involved in philanthropic endeavors, Leighton prioritizes long-term relationships with clients and is dedicated to offering the highest level of service and support Listen to this informative Legacy Leaders episode with Leighton Tyau about: ● Discover the vital role of estate and tax planning in providing peace of mind through tailored solutions. ● Learn how tax planning is the cornerstone for protecting your financial future. ● Debunk common estate planning myths, such as families avoiding disputes over assets. ● Uncover the necessity of crafting unique plans for clients with intricate estate requirements. ● Recognize the advantages of proactive planning in saving time, reducing stress, and minimizing expenses for loved ones. Here is what to expect on this week’s show: ● Estate planning is essential for individuals who want to ensure the proper distribution of their assets and protect their loved ones' financial well-being upon their passing. ● While estate planning focuses on the distribution of assets, tax planning efficiently minimizes tax liability throughout an individual's lifetime and after death. ● One such misconception is that family members won't dispute inheritances, causing friction between relatives. However, according to Tyau, estate planning should consider even the smallest, seemingly insignificant items as these can often lead to family discord. ● Professional estate and tax planning can preserve and grow a person's assets while minimizing taxes and incorporating strategies, such as the use of a bypass trust and deceased spouse unused exemption, to optimize financial outcomes. ● By engaging in a long-term relationship with a skilled attorney, clients enjoy the added benefit of trust while ensuring their assets and loved ones are protected. “Every client is a puzzle where I can figure out which pieces I can shift this way or that way to get the best possible outcome for the client and the client's family.” - Leighton Tyau Links Mentioned: Connect with Leighton: LinkedIn: https://www.linkedin.com/in/leighton-tyau/ Information on Leighton’s Company: Website: https://copperstateplanning.com/ Phone Number: 480-442-6413 Office Locations: 4435 E Chandler Blvd #200 Phoenix, AZ 85048 By Appointment Only 2999 N 44th St Suite 450, Phoenix, AZ 85018 By Appointment Only Learn more about your ad choices. Visit megaphone.fm/adchoices If you're feeling overwhelmed and anxious about the thought of your complex estate or blended family's future, despite your efforts to plan ahead, then you are not alone! Despite your attempts at organizing your affairs and minimizing your tax burden, you may still feel uncertain about what will happen after you're gone. You may also be experiencing a sense of frustration and confusion about how to effectively plan for the future, as standard estate planning methods may not be suitable for your unique circumstances. However, by seeking personalized estate and tax planning solutions, you can achieve peace of mind and ensure that your legacy is protected.


About Leighton Tyau:

Leighton Tyau is the founder and principal attorney at Copper State Estate Planning, an Arizona-based boutique law firm specializing in tailored estate planning services. With a background in economics and law, Leighton is passionate about helping families build and preserve their legacies through personalized service. Focusing on complex estate planning matters like business succession, trusts, and tax planning, Leighton provides customized solutions for each unique client. An active member of prestigious professional organizations and involved in philanthropic endeavors, Leighton prioritizes long-term relationships with clients and is dedicated to offering the highest level of service and support


Listen to this informative Legacy Leaders episode with Leighton Tyau about:

● Discover the vital role of estate and tax planning in providing peace of mind through tailored solutions.

● Learn how tax planning is the cornerstone for protecting your financial future.

● Debunk common estate planning myths, such as families avoiding disputes over assets.

● Uncover the necessity of crafting unique plans for clients with intricate estate requirements.

● Recognize the advantages of proactive planning in saving time, reducing stress, and minimizing expenses for loved ones.


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

● Estate planning is essential for individuals who want to ensure the proper distribution of their assets and protect their loved ones' financial well-being upon their passing.

● While estate planning focuses on the distribution of assets, tax planning efficiently minimizes tax liability throughout an individual's lifetime and after death.

● One such misconception is that family members won't dispute inheritances, causing friction between relatives. However, according to Tyau, estate planning should consider even the smallest, seemingly insignificant items as these can often lead to family discord.

● Professional estate and tax planning can preserve and grow a person's assets while minimizing taxes and incorporating strategies, such as the use of a bypass trust and deceased spouse unused exemption, to optimize financial outcomes.

● By engaging in a long-term relationship with a skilled attorney, clients enjoy the added benefit of trust while ensuring their assets and loved ones are protected.


“Every client is a puzzle where I can figure out which pieces I can shift this way or that way to get the best possible outcome for the client and the client's family.”

- Leighton Tyau


Links Mentioned:

Connect with Leighton:

LinkedIn: https://www.linkedin.com/in/leighton-tyau/


Information on Leighton’s Company:

Website: https://copperstateplanning.com/

Phone Number: 480-442-6413

Office Locations: 4435 E Chandler Blvd #200 Phoenix, AZ 85048

By Appointment Only

2999 N 44th St Suite 450, Phoenix, AZ 85018

By Appointment Only


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1284 Sheri Kohlmann: Incorporating Values and Stories in Estate Planning Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken? About Sheri Kohlmann: Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey. She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources. Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to: ● Delve into preserving personal narratives to dictate the values of tomorrow. ● Get insights on fostering communal bonding through guided autobiography. ● Grasp the magnitude of love's power in shaping our actions and outlook. ● Recognize the role of modern technology in expanding global reach. ● Grasp the significance of personal stories in initiating healing processes and mending relationships. Here is what to expect on this week’s show: ● Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning. ● Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans. ● Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships. “Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.” - Sheri Kohlmann Links Mentioned: Connect with Sheri Kohlmann: Facebook: Sheri Kohlmann Instagram: sherikohlmann LinkedIn: https://www.linkedin.com/in/sherikohlmann/ Email: sheri.kohlmann@gmail.com Website: www.morethanwordsinc.com About your guest host, 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 Thu, 04 Apr 2024 04:00:00 -0000 Incorporating Values and Stories in Estate Planning full 48 Stan Miller Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken? About Sheri Kohlmann: Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey. She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources. Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to: ● Delve into preserving personal narratives to dictate the values of tomorrow. ● Get insights on fostering communal bonding through guided autobiography. ● Grasp the magnitude of love's power in shaping our actions and outlook. ● Recognize the role of modern technology in expanding global reach. ● Grasp the significance of personal stories in initiating healing processes and mending relationships. Here is what to expect on this week’s show: ● Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning. ● Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans. ● Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships. “Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.” - Sheri Kohlmann Links Mentioned: Connect with Sheri Kohlmann: Facebook: Sheri Kohlmann Instagram: sherikohlmann LinkedIn: https://www.linkedin.com/in/sherikohlmann/ Email: sheri.kohlmann@gmail.com Website: www.morethanwordsinc.com About your guest host, 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 Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken?


About Sheri Kohlmann:

Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey.

She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources.


Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to:

● Delve into preserving personal narratives to dictate the values of tomorrow.

● Get insights on fostering communal bonding through guided autobiography.

● Grasp the magnitude of love's power in shaping our actions and outlook.

● Recognize the role of modern technology in expanding global reach.

● Grasp the significance of personal stories in initiating healing processes and mending relationships.


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

● Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning.

● Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans.

● Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships.


“Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.”

- Sheri Kohlmann


Links Mentioned:


Connect with Sheri Kohlmann:

Facebook: Sheri Kohlmann

Instagram: sherikohlmann

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

Email: sheri.kohlmann@gmail.com

Website: www.morethanwordsinc.com


About your guest host, 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

]]> 1414 Melvin Daniel: Leaving A Positive Legacy by Influencing Others Through Kindness In a world where selflessness and genuine care for others are often overlooked, there was one man who defied expectations and left an indelible mark on those around him. Meet Melvin Daniel, a dedicated educator and advocate for agriculture, whose humble upbringing ignited a passion that would change countless lives. But little did anyone know, there was an unexpected twist in Melvin's story, a twist that would reveal the true depths of his character and the legacy he would leave behind. Brace yourself for a tale of compassion and resilience, as we delve into the extraordinary life of Melvin Daniel, a man whose impact transcends time. Get ready to be inspired, because this is a story that will stay with you long after it ends... About Melvin Daniel: Melvin Lee Daniel, 78, of Hot Springs, Arkansas, passed away on August 23, 2023. Born in Pearcy, Arkansas, on April 12, 1945, to Quentin E. Daniel and Ina Mae Waite Daniel. Preceded in death by his brothers, Quentin Daniel, Jr., James Daniel, and infant son Kyle Patrick Daniel. Survived by his wife of 55 years, Judy Lawler Daniel, and children Christopher Lee Daniel (Jadie) and Melissa Anthony (Andy), along with grandchildren and a great-grandchild. Melvin had a rich career in education, teaching Agriculture for 35 years. He was a dedicated member of Center Fork Missionary Baptist Church. He had a profound impact on the FFA, leading teams to state and national levels and mentoring students. His love of agriculture earned him several awards, including the Honorary American FFA Degree. Melvin Daniel will be remembered as a loving husband, father, teacher, mentor, and a significant figure in the world of agriculture. Listen to this informative Your Life. Your Legacy. episode with Melissa Anthony, daughter of Melvin Daniel, where she shares how to: ● Discover the lasting legacy of Melvin Daniel and learn how his impact on the community can inspire your own journey. ● Uncover the secrets of leaving a positive legacy that will be remembered by future generations. ● Unlock the power of kindness and learn how to influence others to create a more compassionate community. ● Gain insights into how educating and empowering others can create a ripple effect for positive change in your community and personal life. Here is what to expect on this week’s show: ● Discover the lasting legacy Melvin Daniel's life story is a testament to a lasting legacy. His passion for education and agriculture influenced not just his own family, but also countless students and community members. ● Learn practical strategies A crucial aspect of Melvin Daniel’s legacy was his practical approach to teaching and mentoring. Simple strategies like promoting inclusion, encouraging advanced education, and instilling a strong work ethic played pivotal roles in shaping successful futures. ● Explore the power of kindness Demonstrating kindness in all actions, as Melvin did, can create a more supportive, compassionate community, affirming its potent relevance. “He never quit. He just never wanted to quit. He was always going nonstop to support the cause and to help other people out. ” - Melissa Anthony on her late father, Melvin Daniel Links Mentioned: Connect with Melvin Daniel Lake Hamilton High School FFA Farm: Website: https://www.lhwolves.net/ Lake Hamilton School District: https://www.facebook.com/LHSDWolves 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 Thu, 28 Mar 2024 04:00:00 -0000 Leaving A Positive Legacy by Influencing Others Through Kindness full 45 Stan Miller In a world where selflessness and genuine care for others are often overlooked, there was one man who defied expectations and left an indelible mark on those around him. Meet Melvin Daniel, a dedicated educator and advocate for agriculture, whose humble upbringing ignited a passion that would change countless lives. But little did anyone know, there was an unexpected twist in Melvin's story, a twist that would reveal the true depths of his character and the legacy he would leave behind. Brace yourself for a tale of compassion and resilience, as we delve into the extraordinary life of Melvin Daniel, a man whose impact transcends time. Get ready to be inspired, because this is a story that will stay with you long after it ends... About Melvin Daniel: Melvin Lee Daniel, 78, of Hot Springs, Arkansas, passed away on August 23, 2023. Born in Pearcy, Arkansas, on April 12, 1945, to Quentin E. Daniel and Ina Mae Waite Daniel. Preceded in death by his brothers, Quentin Daniel, Jr., James Daniel, and infant son Kyle Patrick Daniel. Survived by his wife of 55 years, Judy Lawler Daniel, and children Christopher Lee Daniel (Jadie) and Melissa Anthony (Andy), along with grandchildren and a great-grandchild. Melvin had a rich career in education, teaching Agriculture for 35 years. He was a dedicated member of Center Fork Missionary Baptist Church. He had a profound impact on the FFA, leading teams to state and national levels and mentoring students. His love of agriculture earned him several awards, including the Honorary American FFA Degree. Melvin Daniel will be remembered as a loving husband, father, teacher, mentor, and a significant figure in the world of agriculture. Listen to this informative Your Life. Your Legacy. episode with Melissa Anthony, daughter of Melvin Daniel, where she shares how to: ● Discover the lasting legacy of Melvin Daniel and learn how his impact on the community can inspire your own journey. ● Uncover the secrets of leaving a positive legacy that will be remembered by future generations. ● Unlock the power of kindness and learn how to influence others to create a more compassionate community. ● Gain insights into how educating and empowering others can create a ripple effect for positive change in your community and personal life. Here is what to expect on this week’s show: ● Discover the lasting legacy Melvin Daniel's life story is a testament to a lasting legacy. His passion for education and agriculture influenced not just his own family, but also countless students and community members. ● Learn practical strategies A crucial aspect of Melvin Daniel’s legacy was his practical approach to teaching and mentoring. Simple strategies like promoting inclusion, encouraging advanced education, and instilling a strong work ethic played pivotal roles in shaping successful futures. ● Explore the power of kindness Demonstrating kindness in all actions, as Melvin did, can create a more supportive, compassionate community, affirming its potent relevance. “He never quit. He just never wanted to quit. He was always going nonstop to support the cause and to help other people out. ” - Melissa Anthony on her late father, Melvin Daniel Links Mentioned: Connect with Melvin Daniel Lake Hamilton High School FFA Farm: Website: https://www.lhwolves.net/ Lake Hamilton School District: https://www.facebook.com/LHSDWolves 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 In a world where selflessness and genuine care for others are often overlooked, there was one man who defied expectations and left an indelible mark on those around him. Meet Melvin Daniel, a dedicated educator and advocate for agriculture, whose humble upbringing ignited a passion that would change countless lives. But little did anyone know, there was an unexpected twist in Melvin's story, a twist that would reveal the true depths of his character and the legacy he would leave behind. Brace yourself for a tale of compassion and resilience, as we delve into the extraordinary life of Melvin Daniel, a man whose impact transcends time. Get ready to be inspired, because this is a story that will stay with you long after it ends...


About Melvin Daniel:

Melvin Lee Daniel, 78, of Hot Springs, Arkansas, passed away on August 23, 2023. Born in Pearcy, Arkansas, on April 12, 1945, to Quentin E. Daniel and Ina Mae Waite Daniel. Preceded in death by his brothers, Quentin Daniel, Jr., James Daniel, and infant son Kyle Patrick Daniel. Survived by his wife of 55 years, Judy Lawler Daniel, and children Christopher Lee Daniel (Jadie) and Melissa Anthony (Andy), along with grandchildren and a great-grandchild.

Melvin had a rich career in education, teaching Agriculture for 35 years. He was a dedicated member of Center Fork Missionary Baptist Church. He had a profound impact on the FFA, leading teams to state and national levels and mentoring students.

His love of agriculture earned him several awards, including the Honorary American FFA Degree. Melvin Daniel will be remembered as a loving husband, father, teacher, mentor, and a significant figure in the world of agriculture.


Listen to this informative Your Life. Your Legacy. episode with Melissa Anthony, daughter of Melvin Daniel, where she shares how to:

● Discover the lasting legacy of Melvin Daniel and learn how his impact on the community can inspire your own journey.

● Uncover the secrets of leaving a positive legacy that will be remembered by future generations.

● Unlock the power of kindness and learn how to influence others to create a more compassionate community.

● Gain insights into how educating and empowering others can create a ripple effect for positive change in your community and personal life.


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

● Discover the lasting legacy

Melvin Daniel's life story is a testament to a lasting legacy. His passion for education and agriculture influenced not just his own family, but also countless students and community members.

● Learn practical strategies

A crucial aspect of Melvin Daniel’s legacy was his practical approach to teaching and mentoring. Simple strategies like promoting inclusion, encouraging advanced education, and instilling a strong work ethic played pivotal roles in shaping successful futures.

● Explore the power of kindness

Demonstrating kindness in all actions, as Melvin did, can create a more supportive, compassionate community, affirming its potent relevance.


“He never quit. He just never wanted to quit. He was always going nonstop to support the cause and to help other people out. ”

- Melissa Anthony on her late father, Melvin Daniel


Links Mentioned:

Connect with Melvin Daniel Lake Hamilton High School FFA Farm:

Website: https://www.lhwolves.net/

Lake Hamilton School District: https://www.facebook.com/LHSDWolves



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

]]> 1229 Gerry Barker: Generational Impact: Passing Down Values of Giving Gerry Barker, the eldest son of Gloria and Herb Barker, continues the legacy of his parents through his involvement with the Barker Character, Comic & Cartoon Museum in Cheshire, Connecticut. This museum, founded by his parents, houses a vast collection of over 80,000 items, celebrating over 150 years of American childhood and pop culture. Gerry's dedication to preserving and promoting his parents' legacy, including their significant contributions to children's charities and the arts, mirrors the lifelong commitment of Gloria and Herb to cultural preservation and community service. Gerry also embodies his parents' philanthropic spirit, actively engaging in community service and contributing to children's charities. His efforts ensure that the Barker family's commitment to preserving cultural heritage and supporting the community endures, honoring the vision and passion of Gloria and Herb Barker. Listen to this informative Your Life. Your Legacy. episode with Gerry Barker about family legacy. Here is what to expect on this week’s show: ● Gerry Barker's parents organized the "Art from the Heart" event, donating colorful animation art to hospitals and organizations. Their philanthropic efforts extended to various organizations in Florida, including children's hospitals, aiming to bring joy and brightness to the facilities. ● Generations pass down the value of giving and philanthropy, creating a positive impact on future generations. The influence of generosity is evident in Gerry's family, with his children learning the value of caring for others and finding joy in giving from their parents and grandparents. Gerry emphasizes the importance of providing for future generations and ensuring a bright and kind future through his involvement in legacy giving organizations. ● Gerry emphasizes the importance of maintaining and expanding the museum for future generations as a tribute to his parents. The museum brings warmth and joy to visitors, especially adults with Alzheimer's or dementia. ● The legacy of philanthropy created by Gerry's parents, Herb and Gloria, showcases the power of giving and sharing success with others. Initiatives like "Art from the Heart," instilled a culture of generosity and compassion. Their love, respect, and dedication to serving together enriched their marriage and left a lasting impact on their family and community, highlighting the influence of philanthropy on relationships and society. Connect with Gerry and the Barker Museum: Website: http://www.barkermuseum.com Facebook: https://www.facebook.com/BarkerMuseum/ X: https://twitter.com/barkeranimation Instagram: https://www.instagram.com/barkermuseum/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 21 Mar 2024 04:00:00 -0000 Generational Impact: Passing Down Values of Giving full 44 Stan Miller Gerry Barker, the eldest son of Gloria and Herb Barker, continues the legacy of his parents through his involvement with the Barker Character, Comic & Cartoon Museum in Cheshire, Connecticut. This museum, founded by his parents, houses a vast collection of over 80,000 items, celebrating over 150 years of American childhood and pop culture. Gerry's dedication to preserving and promoting his parents' legacy, including their significant contributions to children's charities and the arts, mirrors the lifelong commitment of Gloria and Herb to cultural preservation and community service. Gerry also embodies his parents' philanthropic spirit, actively engaging in community service and contributing to children's charities. His efforts ensure that the Barker family's commitment to preserving cultural heritage and supporting the community endures, honoring the vision and passion of Gloria and Herb Barker. Listen to this informative Your Life. Your Legacy. episode with Gerry Barker about family legacy. Here is what to expect on this week’s show: ● Gerry Barker's parents organized the "Art from the Heart" event, donating colorful animation art to hospitals and organizations. Their philanthropic efforts extended to various organizations in Florida, including children's hospitals, aiming to bring joy and brightness to the facilities. ● Generations pass down the value of giving and philanthropy, creating a positive impact on future generations. The influence of generosity is evident in Gerry's family, with his children learning the value of caring for others and finding joy in giving from their parents and grandparents. Gerry emphasizes the importance of providing for future generations and ensuring a bright and kind future through his involvement in legacy giving organizations. ● Gerry emphasizes the importance of maintaining and expanding the museum for future generations as a tribute to his parents. The museum brings warmth and joy to visitors, especially adults with Alzheimer's or dementia. ● The legacy of philanthropy created by Gerry's parents, Herb and Gloria, showcases the power of giving and sharing success with others. Initiatives like "Art from the Heart," instilled a culture of generosity and compassion. Their love, respect, and dedication to serving together enriched their marriage and left a lasting impact on their family and community, highlighting the influence of philanthropy on relationships and society. Connect with Gerry and the Barker Museum: Website: http://www.barkermuseum.com Facebook: https://www.facebook.com/BarkerMuseum/ X: https://twitter.com/barkeranimation Instagram: https://www.instagram.com/barkermuseum/ Learn more about your ad choices. Visit megaphone.fm/adchoices Gerry Barker, the eldest son of Gloria and Herb Barker, continues the legacy of his parents through his involvement with the Barker Character, Comic & Cartoon Museum in Cheshire, Connecticut. This museum, founded by his parents, houses a vast collection of over 80,000 items, celebrating over 150 years of American childhood and pop culture. Gerry's dedication to preserving and promoting his parents' legacy, including their significant contributions to children's charities and the arts, mirrors the lifelong commitment of Gloria and Herb to cultural preservation and community service.


Gerry also embodies his parents' philanthropic spirit, actively engaging in community service and contributing to children's charities. His efforts ensure that the Barker family's commitment to preserving cultural heritage and supporting the community endures, honoring the vision and passion of Gloria and Herb Barker.


Listen to this informative Your Life. Your Legacy. episode with Gerry Barker

about family legacy.


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

● Gerry Barker's parents organized the "Art from the Heart" event, donating colorful animation art to hospitals and organizations. Their philanthropic efforts extended to various organizations in Florida, including children's hospitals, aiming to bring joy and brightness to the facilities.

● Generations pass down the value of giving and philanthropy, creating a positive impact on future generations. The influence of generosity is evident in Gerry's family, with his children learning the value of caring for others and finding joy in giving from their parents and grandparents. Gerry emphasizes the importance of providing for future generations and ensuring a bright and kind future through his involvement in legacy giving organizations.

● Gerry emphasizes the importance of maintaining and expanding the museum for future generations as a tribute to his parents. The museum brings warmth and joy to visitors, especially adults with Alzheimer's or dementia.

● The legacy of philanthropy created by Gerry's parents, Herb and Gloria, showcases the power of giving and sharing success with others. Initiatives like "Art from the Heart," instilled a culture of generosity and compassion. Their love, respect, and dedication to serving together enriched their marriage and left a lasting impact on their family and community, highlighting the influence of philanthropy on relationships and society.


Connect with Gerry and the Barker Museum:

Website: http://www.barkermuseum.com

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

X: https://twitter.com/barkeranimation

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




Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1661 Jessica Schneider: Customer Relationships: Key to Tavern Legacy Preservation Jessica Schneider is the Owner of Ye Olde Corner Tap and a trained Mixologist for 14 years. When the opportunity arose to take over her husband's family bar, she knew they could not say no. Now, they are keeping the family legacy alive by providing the community with hand-crafted, high-quality cocktails in a neighborhood friendly environment. They re-established the business in their own name in 2020 which came with its own challenges. Jessica and her husband continue to keep fighting to keep the history of the building alive and educating their community on the legacy that lives there. Listen to this informative Your Life. Your Legacy. episode with Jessica Schneider about family legacy and customer relations. Here is what to expect on this week’s show: ● Jessica emphasizes the importance of customer relationships in achieving business success by creating a welcoming space, building strong connections, and celebrating customer loyalty at the tavern. ● Jessica utilizes her photography background and artistic skills to enhance the tavern's marketing through social media. She emphasizes the importance of maintaining the historical legacy of the tavern by creating engaging content, such as themed weeks like Harry Potter week and adult Easter egg hunts, to provide a unique experience for patrons. ● Jessica recognizes the significance of community festival organization by discussing her experience hosting a street festival with food trucks, vendors, and live music to benefit a local school. This annual event allows her to give back to the school she previously worked at and unite local business owners and residents in support of the festival. Connect with Jessica: Facebook: https://www.facebook.com/YOCTMcHenry Instagram: https://www.instagram.com/yoctmchenry/ Website: https://www.yeoldecornertap.com/ With your Guest Host Adam Diamond: As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way. The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.com and on Facebook, LinkedIn, Instagram, and YouTube. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Mar 2024 04:00:00 -0000 Customer Relationships: Key to Tavern Legacy Preservation full 43 Stan Miller Jessica Schneider is the Owner of Ye Olde Corner Tap and a trained Mixologist for 14 years. When the opportunity arose to take over her husband's family bar, she knew they could not say no. Now, they are keeping the family legacy alive by providing the community with hand-crafted, high-quality cocktails in a neighborhood friendly environment. They re-established the business in their own name in 2020 which came with its own challenges. Jessica and her husband continue to keep fighting to keep the history of the building alive and educating their community on the legacy that lives there. Listen to this informative Your Life. Your Legacy. episode with Jessica Schneider about family legacy and customer relations. Here is what to expect on this week’s show: ● Jessica emphasizes the importance of customer relationships in achieving business success by creating a welcoming space, building strong connections, and celebrating customer loyalty at the tavern. ● Jessica utilizes her photography background and artistic skills to enhance the tavern's marketing through social media. She emphasizes the importance of maintaining the historical legacy of the tavern by creating engaging content, such as themed weeks like Harry Potter week and adult Easter egg hunts, to provide a unique experience for patrons. ● Jessica recognizes the significance of community festival organization by discussing her experience hosting a street festival with food trucks, vendors, and live music to benefit a local school. This annual event allows her to give back to the school she previously worked at and unite local business owners and residents in support of the festival. Connect with Jessica: Facebook: https://www.facebook.com/YOCTMcHenry Instagram: https://www.instagram.com/yoctmchenry/ Website: https://www.yeoldecornertap.com/ With your Guest Host Adam Diamond: As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way. The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.com and on Facebook, LinkedIn, Instagram, and YouTube. Learn more about your ad choices. Visit megaphone.fm/adchoices Jessica Schneider is the Owner of Ye Olde Corner Tap and a trained Mixologist for 14 years.

When the opportunity arose to take over her husband's family bar, she knew they could not say no. Now, they are keeping the family legacy alive by providing the community with hand-crafted, high-quality cocktails in a neighborhood friendly environment. They re-established the business in their own name in 2020 which came with its own challenges. Jessica and her husband continue to keep fighting to keep the history of the building alive and educating their community on the legacy that lives there.


Listen to this informative Your Life. Your Legacy. episode with Jessica Schneider about family legacy and customer relations.


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

● Jessica emphasizes the importance of customer relationships in achieving business success by creating a welcoming space, building strong connections, and celebrating customer loyalty at the tavern.

● Jessica utilizes her photography background and artistic skills to enhance the tavern's marketing through social media. She emphasizes the importance of maintaining the historical legacy of the tavern by creating engaging content, such as themed weeks like Harry Potter week and adult Easter egg hunts, to provide a unique experience for patrons.

● Jessica recognizes the significance of community festival organization by discussing her experience hosting a street festival with food trucks, vendors, and live music to benefit a local school. This annual event allows her to give back to the school she previously worked at and unite local business owners and residents in support of the festival.


Connect with Jessica:

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

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

Website: https://www.yeoldecornertap.com/


With your Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.


The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.com and on Facebook, LinkedIn, Instagram, and YouTube.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1808 Bob Sewell: Managing Complex Estate Challenges Bob Sewell's journey from window cleaner to probate litigator is already an unexpected twist, but the real surprise comes when you hear about the way he approaches his cases. Instead of just focusing on winning, Bob's mission is to bring fairness and peace of mind to his clients during some of the most difficult times in their lives. But just when you think you know the whole story, something happens that throws everything into question... About Bob Sewell: Bob Sewell is the host of the popular podcast “Is That Even Legal?”, which is now heard in 87 countries and can be found on Apple, Google, and Spotify, as well as most other podcast platforms. He is also a leading Arizona probate litigator. He gets involved when there is a dispute regarding wills, trusts, and estates. Bob has authored articles such as “The Four Financial Planning Documents Every Arizonan Needs”, and “How to Bullet Proof Your Estate Plan.” He is an equity partner in the law firm Davis Miles McGuire Gardner. Listen to this informative Legacy Leaders episode with Bob Sewell about: ● Legacy Planning ● Estate Planning Misconceptions ● Estate Planning Gone Wrong ● Essential Estate Planning Documents ● Benefits of a Living Will Here is what to expect on this week’s show: ● Uncover the critical role of comprehensive estate planning documents in managing asset allocations. ● Debunk prevalent myths regarding trusts and their function in shielding from creditors' claims. ● Understand the necessity for reliable experts when it comes to estate planning and making wise investments. ● Delve into the complications of probate litigation, while examining its costs and worth. ● Learn about the widespread impact of undue influence on estate planning and explore the ways to defend against it. “If you don't plan, the government has a plan for you and that plan may not be what you want.” - Bob Sewell Connect with Bob: LinkedIn: https://www.linkedin.com/in/robertsewell/ Websites: http://legalreports.blogspot.com/(Blog) https://www.davismiles.com/(Company) Contact Bob Sewell's office at: 480-736-800 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Mar 2024 05:00:00 -0000 Managing Complex Estate Challenges full 42 Stan Miller Bob Sewell's journey from window cleaner to probate litigator is already an unexpected twist, but the real surprise comes when you hear about the way he approaches his cases. Instead of just focusing on winning, Bob's mission is to bring fairness and peace of mind to his clients during some of the most difficult times in their lives. But just when you think you know the whole story, something happens that throws everything into question... About Bob Sewell: Bob Sewell is the host of the popular podcast “Is That Even Legal?”, which is now heard in 87 countries and can be found on Apple, Google, and Spotify, as well as most other podcast platforms. He is also a leading Arizona probate litigator. He gets involved when there is a dispute regarding wills, trusts, and estates. Bob has authored articles such as “The Four Financial Planning Documents Every Arizonan Needs”, and “How to Bullet Proof Your Estate Plan.” He is an equity partner in the law firm Davis Miles McGuire Gardner. Listen to this informative Legacy Leaders episode with Bob Sewell about: ● Legacy Planning ● Estate Planning Misconceptions ● Estate Planning Gone Wrong ● Essential Estate Planning Documents ● Benefits of a Living Will Here is what to expect on this week’s show: ● Uncover the critical role of comprehensive estate planning documents in managing asset allocations. ● Debunk prevalent myths regarding trusts and their function in shielding from creditors' claims. ● Understand the necessity for reliable experts when it comes to estate planning and making wise investments. ● Delve into the complications of probate litigation, while examining its costs and worth. ● Learn about the widespread impact of undue influence on estate planning and explore the ways to defend against it. “If you don't plan, the government has a plan for you and that plan may not be what you want.” - Bob Sewell Connect with Bob: LinkedIn: https://www.linkedin.com/in/robertsewell/ Websites: http://legalreports.blogspot.com/(Blog) https://www.davismiles.com/(Company) Contact Bob Sewell's office at: 480-736-800 Learn more about your ad choices. Visit megaphone.fm/adchoices Bob Sewell's journey from window cleaner to probate litigator is already an unexpected twist, but the real surprise comes when you hear about the way he approaches his cases. Instead of just focusing on winning, Bob's mission is to bring fairness and peace of mind to his clients during some of the most difficult times in their lives. But just when you think you know the whole story, something happens that throws everything into question...


About Bob Sewell:

Bob Sewell is the host of the popular podcast “Is That Even Legal?”, which is now heard in 87 countries and can be found on Apple, Google, and Spotify, as well as most other podcast platforms. He is also a leading Arizona probate litigator. He gets involved when there is a dispute regarding wills, trusts, and estates. Bob has authored articles such as “The Four Financial Planning Documents Every Arizonan Needs”, and “How to Bullet Proof Your Estate Plan.” He is an equity partner in the law firm Davis Miles McGuire Gardner.


Listen to this informative Legacy Leaders episode with Bob Sewell about:

● Legacy Planning

● Estate Planning Misconceptions

● Estate Planning Gone Wrong

● Essential Estate Planning Documents

● Benefits of a Living Will


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

● Uncover the critical role of comprehensive estate planning documents in managing asset allocations.

● Debunk prevalent myths regarding trusts and their function in shielding from creditors' claims.

● Understand the necessity for reliable experts when it comes to estate planning and making wise investments.

● Delve into the complications of probate litigation, while examining its costs and worth.

● Learn about the widespread impact of undue influence on estate planning and explore the ways to defend against it.


“If you don't plan, the government has a plan for you and that plan may not be what you want.”

- Bob Sewell


Connect with Bob:

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

Websites: http://legalreports.blogspot.com/(Blog)

https://www.davismiles.com/(Company)

Contact Bob Sewell's office at: 480-736-800

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1893 Ty Supancic: Crafting the Perfect Estate Plan Do you want to ensure your legacy lives on through future generations? Ty Supancic has the solution to help you achieve your vision of passing down your values and assets for years to come with his effective estate planning strategies. About Ty Supancic: Ty Supancic is an accomplished attorney with a unique background in law. Having followed the Law Office Study Program in California, Ty gained valuable experience working as a paralegal in his father's family law firm before passing the bar exam. His expertise lies in personalized estate planning, particularly in the areas of firearms trust planning and addressing the needs of clients post-divorce. Ty's dedication to helping families design and implement estate plans that align with their goals and values ensures that their legacies are preserved and passed down seamlessly. Listen to this informative Legacy Leaders episode with Ty Supancic about: ● Common Issues in Estate Planning ● Poorly Constructed Estate Planning ● Navigating Complexities in Planning ● Denial and Passion Here is what to expect on this week’s show: ● Develop an understanding of the importance of estate planning for addressing inevitable life events. ● Hone your ability to work effectively with family members and experts in matters of estate planning. ● Learn flexible strategies for tailoring an estate plan that reflects your values and goals. ● Familiarize yourself with insurance-based options as powerful instruments for giving back to society. ● Gain insights on the drawbacks of not having a well-structured estate plan in place and how to avoid them. “Anything is possible as long as you think about it and plan for it. ” - Ty Supancic Links Mentioned: Connect with Ty: Facebook: https://www.facebook.com/thelawcollaborative/ LinkedIn: https://www.linkedin.com/in/ty-supancic-esq-78009215/ Websites: https://thelawcollaborative.com/learning-center/blog/(Blog) https://thelawcollaborative.com/(Company) Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Feb 2024 05:00:00 -0000 Crafting the Perfect Estate Plan full 41 Stan Miller Do you want to ensure your legacy lives on through future generations? Ty Supancic has the solution to help you achieve your vision of passing down your values and assets for years to come with his effective estate planning strategies. About Ty Supancic: Ty Supancic is an accomplished attorney with a unique background in law. Having followed the Law Office Study Program in California, Ty gained valuable experience working as a paralegal in his father's family law firm before passing the bar exam. His expertise lies in personalized estate planning, particularly in the areas of firearms trust planning and addressing the needs of clients post-divorce. Ty's dedication to helping families design and implement estate plans that align with their goals and values ensures that their legacies are preserved and passed down seamlessly. Listen to this informative Legacy Leaders episode with Ty Supancic about: ● Common Issues in Estate Planning ● Poorly Constructed Estate Planning ● Navigating Complexities in Planning ● Denial and Passion Here is what to expect on this week’s show: ● Develop an understanding of the importance of estate planning for addressing inevitable life events. ● Hone your ability to work effectively with family members and experts in matters of estate planning. ● Learn flexible strategies for tailoring an estate plan that reflects your values and goals. ● Familiarize yourself with insurance-based options as powerful instruments for giving back to society. ● Gain insights on the drawbacks of not having a well-structured estate plan in place and how to avoid them. “Anything is possible as long as you think about it and plan for it. ” - Ty Supancic Links Mentioned: Connect with Ty: Facebook: https://www.facebook.com/thelawcollaborative/ LinkedIn: https://www.linkedin.com/in/ty-supancic-esq-78009215/ Websites: https://thelawcollaborative.com/learning-center/blog/(Blog) https://thelawcollaborative.com/(Company) Learn more about your ad choices. Visit megaphone.fm/adchoices Do you want to ensure your legacy lives on through future generations? Ty Supancic has the solution to help you achieve your vision of passing down your values and assets for years to come with his effective estate planning strategies.


About Ty Supancic:

Ty Supancic is an accomplished attorney with a unique background in law. Having followed the Law Office Study Program in California, Ty gained valuable experience working as a paralegal in his father's family law firm before passing the bar exam. His expertise lies in personalized estate planning, particularly in the areas of firearms trust planning and addressing the needs of clients post-divorce. Ty's dedication to helping families design and implement estate plans that align with their goals and values ensures that their legacies are preserved and passed down seamlessly.


Listen to this informative Legacy Leaders episode with Ty Supancic about:

● Common Issues in Estate Planning

● Poorly Constructed Estate Planning

● Navigating Complexities in Planning

● Denial and Passion

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

● Develop an understanding of the importance of estate planning for addressing inevitable life events.

● Hone your ability to work effectively with family members and experts in matters of estate planning.

● Learn flexible strategies for tailoring an estate plan that reflects your values and goals.

● Familiarize yourself with insurance-based options as powerful instruments for giving back to society.

● Gain insights on the drawbacks of not having a well-structured estate plan in place and how to avoid them.


“Anything is possible as long as you think about it and plan for it. ”

- Ty Supancic


Links Mentioned:



Connect with Ty:

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

LinkedIn: https://www.linkedin.com/in/ty-supancic-esq-78009215/

Websites: https://thelawcollaborative.com/learning-center/blog/(Blog)

https://thelawcollaborative.com/(Company)



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1198 Dan Simon: Restore Family Harmony with Transformative Mediation From law to mediation, Dan Simon's journey took an unexpected turn when he discovered the transformative power of personal feelings. But little did he know, his most challenging case would lead to an unexpected twist that left him questioning everything. What was the shocking revelation that challenged Dan's beliefs in the power of mediation? About Dan Simon: Dan Simon practices and teaches transformative mediation in Minnesota and Southern California. He is the co-author of “Self-Determination in Mediation: The Art and Science of Mirrors and Lights”. Listen to this informative Legacy Leaders episode with Dan Simon about:  Legacy and Succession Planning  Finding Resources and Support  Self-Determination in Mediation: The Art and Science of Mirrors and Lights  Passion for Entrepreneurship Here is what to expect on this week’s show:  Grasp the significance of end-of-life planning for a stable mind.  Master communication techniques to eliminate disputes among loved ones in the future.  Draft a personalized legacy plan that embodies your principles and ambitions.  Comprehend the emotional and psychological aspects of estate disagreements.  Apply mediation approaches to reconcile family differences and restore relationships. “Nobody likes the bad vibes with the family, [people] prefer to be in a good place with their family members. So there is that energy, there is that desire, there's that motivation to get to a better place.” - Dan Simon Links Mentioned: Website: https://transformativemediation.com/ Connect with Dan: Twitter: https://twitter.com/simonmediator YouTube: https://www.youtube.com/user/686dsx Facebook: https://www.facebook.com/SimonMediation LinkedIn: https://www.linkedin.com/in/dan-simon-8a7b6813/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Feb 2024 05:00:00 -0000 Restore Family Harmony with Transformative Mediation full 40 Stan Miller From law to mediation, Dan Simon's journey took an unexpected turn when he discovered the transformative power of personal feelings. But little did he know, his most challenging case would lead to an unexpected twist that left him questioning everything. What was the shocking revelation that challenged Dan's beliefs in the power of mediation? About Dan Simon: Dan Simon practices and teaches transformative mediation in Minnesota and Southern California. He is the co-author of “Self-Determination in Mediation: The Art and Science of Mirrors and Lights”. Listen to this informative Legacy Leaders episode with Dan Simon about:  Legacy and Succession Planning  Finding Resources and Support  Self-Determination in Mediation: The Art and Science of Mirrors and Lights  Passion for Entrepreneurship Here is what to expect on this week’s show:  Grasp the significance of end-of-life planning for a stable mind.  Master communication techniques to eliminate disputes among loved ones in the future.  Draft a personalized legacy plan that embodies your principles and ambitions.  Comprehend the emotional and psychological aspects of estate disagreements.  Apply mediation approaches to reconcile family differences and restore relationships. “Nobody likes the bad vibes with the family, [people] prefer to be in a good place with their family members. So there is that energy, there is that desire, there's that motivation to get to a better place.” - Dan Simon Links Mentioned: Website: https://transformativemediation.com/ Connect with Dan: Twitter: https://twitter.com/simonmediator YouTube: https://www.youtube.com/user/686dsx Facebook: https://www.facebook.com/SimonMediation LinkedIn: https://www.linkedin.com/in/dan-simon-8a7b6813/ Learn more about your ad choices. Visit megaphone.fm/adchoices From law to mediation, Dan Simon's journey took an unexpected turn when he discovered the transformative power of personal feelings. But little did he know, his most challenging case would lead to an unexpected twist that left him questioning everything. What was the shocking revelation that challenged Dan's beliefs in the power of mediation?


About Dan Simon:

Dan Simon practices and teaches transformative mediation in Minnesota and Southern California. He is the co-author of “Self-Determination in Mediation: The Art and Science of Mirrors and Lights”.


Listen to this informative Legacy Leaders episode with Dan Simon about:

 Legacy and Succession Planning

 Finding Resources and Support

 Self-Determination in Mediation: The Art and Science of Mirrors and Lights

 Passion for Entrepreneurship


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

 Grasp the significance of end-of-life planning for a stable mind.

 Master communication techniques to eliminate disputes among loved ones in the future.

 Draft a personalized legacy plan that embodies your principles and ambitions.

 Comprehend the emotional and psychological aspects of estate disagreements.

 Apply mediation approaches to reconcile family differences and restore relationships.


“Nobody likes the bad vibes with the family, [people] prefer to be in a good place with their family members. So there is that energy, there is that desire, there's that motivation to get to a better place.” - Dan Simon


Links Mentioned:

Website: https://transformativemediation.com/



Connect with Dan:

Twitter: https://twitter.com/simonmediator

YouTube: https://www.youtube.com/user/686dsx

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

LinkedIn: https://www.linkedin.com/in/dan-simon-8a7b6813/




Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1052 Krista and Kristina Rugh: Digital Estate Planning in the Age of Technology Krista and Kristina Rugh are sisters and owners of Householder Lifestyle Consulting (HLC), a company in Jeanette, Pennsylvania with 19 years of experience in bookkeeping, budgeting, tax, accounting, insurance, and consultancy. The business primarily caters to small businesses with 20 or fewer employees. Krista serves as president while Kristina is vice president at HLC, where they foster a caring environment working with some of the same employees for over 10 years or more. The sisters are ProAdvisors on QuickBooks where much of their business is conducted. Listen to this informative Legacy Leaders episode with Krista and Kristina Rugh about Householder Lifestyle Consulting, their services, clients, employees, benefits, plans for the future. They also discuss Stan Miller’s seminar on insurances and finances. Here is what to expect on this week’s show: ● What is their business, Householder Lifestyle Consulting? ● What sets them apart from the competition? ● Accountants, owners, and how HLC can help ● Stan Miller’s seminar on insurance and how it helped them ● The future plan for their family and business Key takeaways:  The company focuses on small, developing businesses with 20 or fewer employees.  HLC prioritizes having efficient, quality services all while maintaining joy and a positive working attitude.  The client-service provider relationship starts with a handshake and ends with a hug.  The sisters discuss future planning, trusts, and insurance, together with how it affects everyone - including themselves.  Stan Miller’s webinar was an eye opener for future and long-term financial well-being, passing down resources and the like. Connect with Kristina : LinkedIn: https://www.linkedin.com/in/kristina-rugh-bb901aa/ Connect with Krista: LinkedIn: https://www.linkedin.com/in/krista-rugh-80a5a0103/ Connect to Householder Lifestyle Consulting, LLC: LinkedIn: https://www.linkedin.com/company/householder-lifestyle-consulting-llc/ Company website: http://hlcbookkeeping.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Feb 2024 05:00:00 -0000 Digital Estate Planning in the Age of Technology full 39 Stan Miller Krista and Kristina Rugh are sisters and owners of Householder Lifestyle Consulting (HLC), a company in Jeanette, Pennsylvania with 19 years of experience in bookkeeping, budgeting, tax, accounting, insurance, and consultancy. The business primarily caters to small businesses with 20 or fewer employees. Krista serves as president while Kristina is vice president at HLC, where they foster a caring environment working with some of the same employees for over 10 years or more. The sisters are ProAdvisors on QuickBooks where much of their business is conducted. Listen to this informative Legacy Leaders episode with Krista and Kristina Rugh about Householder Lifestyle Consulting, their services, clients, employees, benefits, plans for the future. They also discuss Stan Miller’s seminar on insurances and finances. Here is what to expect on this week’s show: ● What is their business, Householder Lifestyle Consulting? ● What sets them apart from the competition? ● Accountants, owners, and how HLC can help ● Stan Miller’s seminar on insurance and how it helped them ● The future plan for their family and business Key takeaways:  The company focuses on small, developing businesses with 20 or fewer employees.  HLC prioritizes having efficient, quality services all while maintaining joy and a positive working attitude.  The client-service provider relationship starts with a handshake and ends with a hug.  The sisters discuss future planning, trusts, and insurance, together with how it affects everyone - including themselves.  Stan Miller’s webinar was an eye opener for future and long-term financial well-being, passing down resources and the like. Connect with Kristina : LinkedIn: https://www.linkedin.com/in/kristina-rugh-bb901aa/ Connect with Krista: LinkedIn: https://www.linkedin.com/in/krista-rugh-80a5a0103/ Connect to Householder Lifestyle Consulting, LLC: LinkedIn: https://www.linkedin.com/company/householder-lifestyle-consulting-llc/ Company website: http://hlcbookkeeping.com Learn more about your ad choices. Visit megaphone.fm/adchoices Krista and Kristina Rugh are sisters and owners of Householder Lifestyle Consulting (HLC), a company in Jeanette, Pennsylvania with 19 years of experience in bookkeeping, budgeting, tax, accounting, insurance, and consultancy. The business primarily caters to small businesses with 20 or fewer employees. Krista serves as president while Kristina is vice president at HLC, where they foster a caring environment working with some of the same employees for over 10 years or more. The sisters are ProAdvisors on QuickBooks where much of their business is conducted.


Listen to this informative Legacy Leaders episode with Krista and Kristina Rugh about Householder Lifestyle Consulting, their services, clients, employees, benefits, plans for the future. They also discuss Stan Miller’s seminar on insurances and finances.


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

● What is their business, Householder Lifestyle Consulting?

● What sets them apart from the competition?

● Accountants, owners, and how HLC can help

● Stan Miller’s seminar on insurance and how it helped them

● The future plan for their family and business


Key takeaways:

 The company focuses on small, developing businesses with 20 or fewer employees.

 HLC prioritizes having efficient, quality services all while maintaining joy and a positive working attitude.

 The client-service provider relationship starts with a handshake and ends with a hug.

 The sisters discuss future planning, trusts, and insurance, together with how it affects everyone - including themselves.

 Stan Miller’s webinar was an eye opener for future and long-term financial well-being, passing down resources and the like.


Connect with Kristina :

LinkedIn: https://www.linkedin.com/in/kristina-rugh-bb901aa/


Connect with Krista:

LinkedIn: https://www.linkedin.com/in/krista-rugh-80a5a0103/


Connect to Householder Lifestyle Consulting, LLC:

LinkedIn: https://www.linkedin.com/company/householder-lifestyle-consulting-llc/

Company website: http://hlcbookkeeping.com



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1161 Marc Geriene: Legacy Leaders: The Value of Community and Defining One's Treasure in Life With a background as an inventor, entrepreneur, and author, Marc Geriene has spent over three decades traversing the globe in search of adventure and hidden treasures. Along with his brother Chris, Marc has delved into the history and culture of shipwrecks from the Caribbean to Southeast Asia, unearthing invaluable relics and fostering a sense of community among fellow adventurers. Marc's dedication to exploration and his deep appreciation for the bonds forged through shared experiences make him an ideal guest for those interested in reevaluating their own life's treasures. Listen to this informative Legacy Leaders episode with Marc Geriene about Building a community of like-minded treasure hunters, creating an authentic experience for family bonding, live streaming the experience, making the treasure experience affordable, and upcoming adventures and silver bullet sites. Here is what to expect on this week’s show: ● Background on Treasure Experience ● The Technical Side of Treasure Hunting ● Creating an Authentic Experience for Family Bonding ● What is Nova Ray ● The importance of Nova Ray in adventure experience Key takeaways: ● Embark on affordable treasure-hunting adventures accessible to all ● Uncover the technical side of Treasure Experience and access its exclusive member portal ● Recognize the importance of community and defining personal treasures in life ● Discover the groundbreaking Nova Ray technology revolutionizing underwater exploration ● Stay updated on upcoming adventures and exciting new locations from Treasure Experience “Treasure is a noun and a verb. It represents something valuable that you might want to acquire in your life, but also the way you hold something dear to you.” - Marc Geriene Connect with Marc: Links Mentioned: LinkedIn: https://www.linkedin.com/in/marc-geriene-5541799/ Connect with Marc: Twitter: https://twitter.com/treasure_exp Instagram: https://www.instagram.com/treasurexperience/ Facebook: https://www.facebook.com/treasureexperience LinkedIn: https://www.linkedin.com/company/treasure-experience/ Company’s Website: https://treasureexperience2.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Feb 2024 05:00:00 -0000 Legacy Leaders: The Value of Community and Defining One's Treasure in Life full 38 Stan Miller With a background as an inventor, entrepreneur, and author, Marc Geriene has spent over three decades traversing the globe in search of adventure and hidden treasures. Along with his brother Chris, Marc has delved into the history and culture of shipwrecks from the Caribbean to Southeast Asia, unearthing invaluable relics and fostering a sense of community among fellow adventurers. Marc's dedication to exploration and his deep appreciation for the bonds forged through shared experiences make him an ideal guest for those interested in reevaluating their own life's treasures. Listen to this informative Legacy Leaders episode with Marc Geriene about Building a community of like-minded treasure hunters, creating an authentic experience for family bonding, live streaming the experience, making the treasure experience affordable, and upcoming adventures and silver bullet sites. Here is what to expect on this week’s show: ● Background on Treasure Experience ● The Technical Side of Treasure Hunting ● Creating an Authentic Experience for Family Bonding ● What is Nova Ray ● The importance of Nova Ray in adventure experience Key takeaways: ● Embark on affordable treasure-hunting adventures accessible to all ● Uncover the technical side of Treasure Experience and access its exclusive member portal ● Recognize the importance of community and defining personal treasures in life ● Discover the groundbreaking Nova Ray technology revolutionizing underwater exploration ● Stay updated on upcoming adventures and exciting new locations from Treasure Experience “Treasure is a noun and a verb. It represents something valuable that you might want to acquire in your life, but also the way you hold something dear to you.” - Marc Geriene Connect with Marc: Links Mentioned: LinkedIn: https://www.linkedin.com/in/marc-geriene-5541799/ Connect with Marc: Twitter: https://twitter.com/treasure_exp Instagram: https://www.instagram.com/treasurexperience/ Facebook: https://www.facebook.com/treasureexperience LinkedIn: https://www.linkedin.com/company/treasure-experience/ Company’s Website: https://treasureexperience2.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices With a background as an inventor, entrepreneur, and author, Marc Geriene has spent over three decades traversing the globe in search of adventure and hidden treasures. Along with his brother Chris, Marc has delved into the history and culture of shipwrecks from the Caribbean to Southeast Asia, unearthing invaluable relics and fostering a sense of community among fellow adventurers. Marc's dedication to exploration and his deep appreciation for the bonds forged through shared experiences make him an ideal guest for those interested in reevaluating their own life's treasures.


Listen to this informative Legacy Leaders episode with Marc Geriene about Building a community of like-minded treasure hunters, creating an authentic experience for family bonding, live streaming the experience, making the treasure experience affordable, and upcoming adventures and silver bullet sites.


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

● Background on Treasure Experience

● The Technical Side of Treasure Hunting

● Creating an Authentic Experience for Family Bonding

● What is Nova Ray

● The importance of Nova Ray in adventure experience


Key takeaways:

● Embark on affordable treasure-hunting adventures accessible to all

● Uncover the technical side of Treasure Experience and access its exclusive member portal

● Recognize the importance of community and defining personal treasures in life

● Discover the groundbreaking Nova Ray technology revolutionizing underwater exploration

● Stay updated on upcoming adventures and exciting new locations from Treasure Experience


“Treasure is a noun and a verb. It represents something valuable that you might want to acquire in your life, but also the way you hold something dear to you.”

- Marc Geriene

Connect with Marc:

Links Mentioned:

LinkedIn: https://www.linkedin.com/in/marc-geriene-5541799/


Connect with Marc:

Twitter: https://twitter.com/treasure_exp

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

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

LinkedIn: https://www.linkedin.com/company/treasure-experience/

Company’s Website: https://treasureexperience2.com/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2352 Gary and Lauren Harris: The Tradition of Family Giving Gary and Lauren Harris come from a renowned family known for their strong commitment to family values, philanthropy, and generosity. Gary attributes his perspective to his upbringing in a large family where the importance of taking care of others and giving back was emphasized. He sees giving back as a responsibility that comes with financial blessings and success, and he values doing research and due diligence when selecting charities to support. Lauren, who was raised with the same values, focuses on supporting women who are going through similar experiences. She emphasizes the importance of communication and sharing what is important to each family member, which leads to great family bonding. Listen to this informative Your Life. Your Legacy. episode with Gary and Lauren Harris about giving and family values. Here is what to expect on this week’s show: ● Gary shares his experience growing up in a big family of seven siblings, where they always had food on the table and parents who loved them. Their parents taught them the importance of money and taking care of others through tithing. This upbringing inspired Gary and Lauren to foster a sense of generosity in their own family. They involve their children in activities like packing food bags for those in need, to teach them about privilege. ● Gary emphasizes involving the whole family in charitable activities, setting a positive example for children and bringing the family closer. He even wrote a letter to his children outlining their family's expectations and responsibilities when it comes to giving. Gary's parents instilled in him the value of giving, even when they had very little. They prioritized gifting and tithing, with Gary's father believing that God always replenishes what is given. This mindset led Gary and his family to make giving a family decision, where everyone contributes and decides on the recipients. The tradition of family giving has been passed down to Gary's children, and he emphasizes the importance of not falling behind or making excuses, as his parents never played catch up. ● Family philanthropy is a cherished tradition in the Harris family. Gary emphasizes the importance of anonymous giving and giving back to the community without seeking recognition. During Thanksgiving, the family reflects on their blessings and expresses gratitude through gifting. Connect with Gary and Lauren: https://harriswealthmanagers.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Feb 2024 05:00:00 -0000 The Tradition of Family Giving full 37 Stan Miller Gary and Lauren Harris come from a renowned family known for their strong commitment to family values, philanthropy, and generosity. Gary attributes his perspective to his upbringing in a large family where the importance of taking care of others and giving back was emphasized. He sees giving back as a responsibility that comes with financial blessings and success, and he values doing research and due diligence when selecting charities to support. Lauren, who was raised with the same values, focuses on supporting women who are going through similar experiences. She emphasizes the importance of communication and sharing what is important to each family member, which leads to great family bonding. Listen to this informative Your Life. Your Legacy. episode with Gary and Lauren Harris about giving and family values. Here is what to expect on this week’s show: ● Gary shares his experience growing up in a big family of seven siblings, where they always had food on the table and parents who loved them. Their parents taught them the importance of money and taking care of others through tithing. This upbringing inspired Gary and Lauren to foster a sense of generosity in their own family. They involve their children in activities like packing food bags for those in need, to teach them about privilege. ● Gary emphasizes involving the whole family in charitable activities, setting a positive example for children and bringing the family closer. He even wrote a letter to his children outlining their family's expectations and responsibilities when it comes to giving. Gary's parents instilled in him the value of giving, even when they had very little. They prioritized gifting and tithing, with Gary's father believing that God always replenishes what is given. This mindset led Gary and his family to make giving a family decision, where everyone contributes and decides on the recipients. The tradition of family giving has been passed down to Gary's children, and he emphasizes the importance of not falling behind or making excuses, as his parents never played catch up. ● Family philanthropy is a cherished tradition in the Harris family. Gary emphasizes the importance of anonymous giving and giving back to the community without seeking recognition. During Thanksgiving, the family reflects on their blessings and expresses gratitude through gifting. Connect with Gary and Lauren: https://harriswealthmanagers.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Gary and Lauren Harris come from a renowned family known for their strong commitment to family values, philanthropy, and generosity. Gary attributes his perspective to his upbringing in a large family where the importance of taking care of others and giving back was emphasized. He sees giving back as a responsibility that comes with financial blessings and success, and he values doing research and due diligence when selecting charities to support. Lauren, who was raised with the same values, focuses on supporting women who are going through similar experiences. She emphasizes the importance of communication and sharing what is important to each family member, which leads to great family bonding.


Listen to this informative Your Life. Your Legacy. episode with Gary and Lauren Harris about giving and family values.

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

● Gary shares his experience growing up in a big family of seven siblings, where they always had food on the table and parents who loved them. Their parents taught them the importance of money and taking care of others through tithing. This upbringing inspired Gary and Lauren to foster a sense of generosity in their own family. They involve their children in activities like packing food bags for those in need, to teach them about privilege.

● Gary emphasizes involving the whole family in charitable activities, setting a positive example for children and bringing the family closer. He even wrote a letter to his children outlining their family's expectations and responsibilities when it comes to giving. Gary's parents instilled in him the value of giving, even when they had very little. They prioritized gifting and tithing, with Gary's father believing that God always replenishes what is given. This mindset led Gary and his family to make giving a family decision, where everyone contributes and decides on the recipients. The tradition of family giving has been passed down to Gary's children, and he emphasizes the importance of not falling behind or making excuses, as his parents never played catch up.

● Family philanthropy is a cherished tradition in the Harris family. Gary emphasizes the importance of anonymous giving and giving back to the community without seeking recognition. During Thanksgiving, the family reflects on their blessings and expresses gratitude through gifting.


Connect with Gary and Lauren:

https://harriswealthmanagers.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. 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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2673 Blake Brewer: The Legacy Letter Challenge Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer. By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.” Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter. Here is what to expect on this week’s show: ● Blake’s backstory ● How Blake’s dad’s death started his mission ● How becoming a dad changed his life ● The power of writing a legacy letter with testimonies from parents ● Why write a legacy letter? And when is best to do so? Key takeaways: ● The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy. ● Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared. ● The best time to write a legacy letter is when a child is born, and the second best time is now ● A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter. “As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.” From Larry Brewer to Blake Brewer (a quote from a letter his dad gave that he says he goes back to even as a father himself) “Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.” From a daughter who received a legacy letter from her dad Connect with Blake: LinkedIn: https://www.linkedin.com/in/blakecbrewer/ Links Mentioned: Legacy Letter Challenge: https://www.legacyletterchallenge.com/ Legacy Letter Challenge Contact Info: Twitter: https://twitter.com/giftofdad Instagram: https://www.instagram.com/legacy_letter/ Facebook: https://www.facebook.com/legacyletterchallenge LinkedIn: https://www.linkedin.com/company/legacy-letter/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 Jan 2024 05:00:00 -0000 The Legacy Letter Challenge full 36 Stan Miller Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer. By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.” Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter. Here is what to expect on this week’s show: ● Blake’s backstory ● How Blake’s dad’s death started his mission ● How becoming a dad changed his life ● The power of writing a legacy letter with testimonies from parents ● Why write a legacy letter? And when is best to do so? Key takeaways: ● The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy. ● Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared. ● The best time to write a legacy letter is when a child is born, and the second best time is now ● A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter. “As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.” From Larry Brewer to Blake Brewer (a quote from a letter his dad gave that he says he goes back to even as a father himself) “Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.” From a daughter who received a legacy letter from her dad Connect with Blake: LinkedIn: https://www.linkedin.com/in/blakecbrewer/ Links Mentioned: Legacy Letter Challenge: https://www.legacyletterchallenge.com/ Legacy Letter Challenge Contact Info: Twitter: https://twitter.com/giftofdad Instagram: https://www.instagram.com/legacy_letter/ Facebook: https://www.facebook.com/legacyletterchallenge LinkedIn: https://www.linkedin.com/company/legacy-letter/ Learn more about your ad choices. Visit megaphone.fm/adchoices Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer.

By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.”

Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter.


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

● Blake’s backstory

● How Blake’s dad’s death started his mission

● How becoming a dad changed his life

● The power of writing a legacy letter with testimonies from parents

● Why write a legacy letter? And when is best to do so?



Key takeaways:

● The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy.

● Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared.

● The best time to write a legacy letter is when a child is born, and the second best time is now

● A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter.


“As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.”

From Larry Brewer to Blake Brewer

(a quote from a letter his dad gave that he says he goes back to even as a father himself)

“Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.”

From a daughter who received a legacy letter from her dad


Connect with Blake:

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

Links Mentioned: Legacy Letter Challenge: https://www.legacyletterchallenge.com/



Legacy Letter Challenge Contact Info:

Twitter: https://twitter.com/giftofdad

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

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

LinkedIn: https://www.linkedin.com/company/legacy-letter/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1581 Marc Nolan: Legacy Stories - The Importance of Parents Finding Balance in Youth Sports Involvement He is an expert in coaching and mentoring young athletes and he is the featured guest on this episode of the Your Life, Your Legacy podcast. With over 48 years of experience, Marc has helped thousands of children develop their skills and talents in various sports. As the CEO of The Kicker Zone and the author of multiple books, including The Journey and College Athletic Scholarships, Marc is dedicated to assisting both parents and athletes in finding the right balance in their involvement in youth sports. His passion for helping children succeed, along with his unique perspective on the role of parents in their child's athletic journey, makes him a highly sought-after expert in the field. Listen to this informative Legacy Leaders episode with Marc Nolan about Background and Coaching, Retirement and Pandemic, The Journey Book, Comical Stories and Laughing at Ourselves, Helping Parents with Athletic Recruitment, Finding a Child's Passion, Letting Children Find Their Own Path, Focusing on the Positive, Family Background, Frustrations with NCAA, NCAA and Revenue, and Advice to Parents. Here is what to expect on this week’s show: ● Background and Coaching ● Finding a Child’s Passion ● Letting Children Find Their Own Path ● Focusing on the Positive ● Advice to Parents Key takeaways: ● Discover the significance of maintaining equilibrium in parental participation within youth sports ● Uncover the secrets to inspiring young individuals to explore their interests in both sports and academics ● Delve into the criticisms surrounding policies implemented by the National Collegiate Athletic Association (NCAA) ● Unravel the methods to create a fun and engaging atmosphere for children participating in sports and other activities ● Recognize the immense impact that parents have on the success of budding athletes “Parents need to chill out... You need to be like drone parents. You need to get in and get out. Leave them alone, get over the kids, leave them alone and let them enjoy themselves.” -Marc Nolan Connect with Marc: Links Mentioned: Marc’s ebook: https://www.amazon.com/Journey-Roadmap-Football-Kicking-Specialist-ebook/dp/B00R8IFLYW Company’s Website: https://www.thekickerszone.com/ Connect with Marc: Twitter: https://twitter.com/CoachMarcNolan Instagram: https://www.instagram.com/coachnolan09/ Facebook: https://www.facebook.com/coachnolan9 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 18 Jan 2024 05:00:00 -0000 Legacy Stories: The Importance of Parents Finding Balance in Youth Sports Involvement full 35 Stan Miller He is an expert in coaching and mentoring young athletes and he is the featured guest on this episode of the Your Life, Your Legacy podcast. With over 48 years of experience, Marc has helped thousands of children develop their skills and talents in various sports. As the CEO of The Kicker Zone and the author of multiple books, including The Journey and College Athletic Scholarships, Marc is dedicated to assisting both parents and athletes in finding the right balance in their involvement in youth sports. His passion for helping children succeed, along with his unique perspective on the role of parents in their child's athletic journey, makes him a highly sought-after expert in the field. Listen to this informative Legacy Leaders episode with Marc Nolan about Background and Coaching, Retirement and Pandemic, The Journey Book, Comical Stories and Laughing at Ourselves, Helping Parents with Athletic Recruitment, Finding a Child's Passion, Letting Children Find Their Own Path, Focusing on the Positive, Family Background, Frustrations with NCAA, NCAA and Revenue, and Advice to Parents. Here is what to expect on this week’s show: ● Background and Coaching ● Finding a Child’s Passion ● Letting Children Find Their Own Path ● Focusing on the Positive ● Advice to Parents Key takeaways: ● Discover the significance of maintaining equilibrium in parental participation within youth sports ● Uncover the secrets to inspiring young individuals to explore their interests in both sports and academics ● Delve into the criticisms surrounding policies implemented by the National Collegiate Athletic Association (NCAA) ● Unravel the methods to create a fun and engaging atmosphere for children participating in sports and other activities ● Recognize the immense impact that parents have on the success of budding athletes “Parents need to chill out... You need to be like drone parents. You need to get in and get out. Leave them alone, get over the kids, leave them alone and let them enjoy themselves.” -Marc Nolan Connect with Marc: Links Mentioned: Marc’s ebook: https://www.amazon.com/Journey-Roadmap-Football-Kicking-Specialist-ebook/dp/B00R8IFLYW Company’s Website: https://www.thekickerszone.com/ Connect with Marc: Twitter: https://twitter.com/CoachMarcNolan Instagram: https://www.instagram.com/coachnolan09/ Facebook: https://www.facebook.com/coachnolan9 Learn more about your ad choices. Visit megaphone.fm/adchoices He is an expert in coaching and mentoring young athletes and he is the featured guest on this episode of the Your Life, Your Legacy podcast. With over 48 years of experience, Marc has helped thousands of children develop their skills and talents in various sports. As the CEO of The Kicker Zone and the author of multiple books, including The Journey and College Athletic Scholarships, Marc is dedicated to assisting both parents and athletes in finding the right balance in their involvement in youth sports. His passion for helping children succeed, along with his unique perspective on the role of parents in their child's athletic journey, makes him a highly sought-after expert in the field.


Listen to this informative Legacy Leaders episode with Marc Nolan about Background and Coaching, Retirement and Pandemic, The Journey Book, Comical Stories and Laughing at Ourselves, Helping Parents with Athletic Recruitment, Finding a Child's Passion, Letting Children Find Their Own Path, Focusing on the Positive, Family Background, Frustrations with NCAA, NCAA and Revenue, and Advice to Parents.


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

● Background and Coaching

● Finding a Child’s Passion

● Letting Children Find Their Own Path

● Focusing on the Positive

● Advice to Parents


Key takeaways:

● Discover the significance of maintaining equilibrium in parental participation within youth sports

● Uncover the secrets to inspiring young individuals to explore their interests in both sports and academics

● Delve into the criticisms surrounding policies implemented by the National Collegiate Athletic Association (NCAA)

● Unravel the methods to create a fun and engaging atmosphere for children participating in sports and other activities

● Recognize the immense impact that parents have on the success of budding athletes


“Parents need to chill out... You need to be like drone parents. You need to get in and get out. Leave them alone, get over the kids, leave them alone and let them enjoy themselves.”

-Marc Nolan


Connect with Marc:

Links Mentioned:

Marc’s ebook: https://www.amazon.com/Journey-Roadmap-Football-Kicking-Specialist-ebook/dp/B00R8IFLYW

Company’s Website: https://www.thekickerszone.com/


Connect with Marc:

Twitter: https://twitter.com/CoachMarcNolan

Instagram: https://www.instagram.com/coachnolan09/

Facebook: https://www.facebook.com/coachnolan9

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2192 Sohaib Hasan: The Legacy of Accessible Education in Pakistan Sohaib, a passionate advocate for accessible education in Pakistan, continues the legacy of his father who founded the Brilliant Career Secondary School nearly half a century ago. Sohaib firmly believes in the school's commitment to accessible education, a vision inspired by the Swedish education system that his father experienced firsthand. His father's vision was to bring this model of accessible, high-quality education to Pakistan, a vision that Sohaib proudly carries forward. He emphasizes the importance of making education affordable for all, as he recognizes the high costs associated with private schools in Pakistan and globally. Sohaib's commitment to this cause is further demonstrated by his ongoing efforts to create a database of successful alumni and explore ways for them to contribute to the school's support. Listen to this informative Legacy Leaders episode with Sohaib Hasan about accessible education in Pakistan. Here is what to expect on this week’s show: ● Sohaib dives into the importance of building systems and processes in schools for success and continuity. ● Sohaib believes that accessibility to quality education is a global issue. Hear how his school ensures accessibility for all students, regardless of financial difficulties. ● The impact of education is evident through their strong alumni network. Alumni from all over the world reunite, sharing stories of how Sohaib’s father provided them with quality education and opportunities their parents couldn't ● Sohaib’s experiences abroad have influenced his perspective on culture and respect. Discover how he plans to incorporate these learnings into his school and future book. Connect with Sohaib: OhMyClassroom.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 Jan 2024 14:00:00 -0000 The Legacy of Accessible Education in Pakistan full 1 34 Stan Miller Sohaib, a passionate advocate for accessible education in Pakistan, continues the legacy of his father who founded the Brilliant Career Secondary School nearly half a century ago. Sohaib firmly believes in the school's commitment to accessible education, a vision inspired by the Swedish education system that his father experienced firsthand. His father's vision was to bring this model of accessible, high-quality education to Pakistan, a vision that Sohaib proudly carries forward. He emphasizes the importance of making education affordable for all, as he recognizes the high costs associated with private schools in Pakistan and globally. Sohaib's commitment to this cause is further demonstrated by his ongoing efforts to create a database of successful alumni and explore ways for them to contribute to the school's support. Listen to this informative Legacy Leaders episode with Sohaib Hasan about accessible education in Pakistan. Here is what to expect on this week’s show: ● Sohaib dives into the importance of building systems and processes in schools for success and continuity. ● Sohaib believes that accessibility to quality education is a global issue. Hear how his school ensures accessibility for all students, regardless of financial difficulties. ● The impact of education is evident through their strong alumni network. Alumni from all over the world reunite, sharing stories of how Sohaib’s father provided them with quality education and opportunities their parents couldn't ● Sohaib’s experiences abroad have influenced his perspective on culture and respect. Discover how he plans to incorporate these learnings into his school and future book. Connect with Sohaib: OhMyClassroom.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Sohaib, a passionate advocate for accessible education in Pakistan, continues the legacy of his father who founded the Brilliant Career Secondary School nearly half a century ago. Sohaib firmly believes in the school's commitment to accessible education, a vision inspired by the Swedish education system that his father experienced firsthand. His father's vision was to bring this model of accessible, high-quality education to Pakistan, a vision that Sohaib proudly carries forward. He emphasizes the importance of making education affordable for all, as he recognizes the high costs associated with private schools in Pakistan and globally. Sohaib's commitment to this cause is further demonstrated by his ongoing efforts to create a database of successful alumni and explore ways for them to contribute to the school's support.


Listen to this informative Legacy Leaders episode with Sohaib Hasan about accessible education in Pakistan.


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

● Sohaib dives into the importance of building systems and processes in schools for success and continuity.

● Sohaib believes that accessibility to quality education is a global issue. Hear how his school ensures accessibility for all students, regardless of financial difficulties.

● The impact of education is evident through their strong alumni network. Alumni from all over the world reunite, sharing stories of how Sohaib’s father provided them with quality education and opportunities their parents couldn't

● Sohaib’s experiences abroad have influenced his perspective on culture and respect. Discover how he plans to incorporate these learnings into his school and future book.


Connect with Sohaib:

OhMyClassroom.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. 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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1836 Jean Walton: Creating A Lasting and Meaningful Legacy Through Entrepreneurship Unleash your inner misfit and join adventure-seeking entrepreneur Jean Walton as she defies norms, ignites her legacy, and empowers others to embrace entrepreneurship for a life of joyful experiences and lasting impact. About Jean Walton: Jean Walton is the founder of Everyday Girl Adventures Social Club and MissFit Networking Group. Jean believes that saying "yes" to every opportunity has afforded her the chance to experience many unique adventures that others may turn down due to timing or inconvenience. But adventure is everywhere--inspired by these memories and the time she shares with my girlfriends and family; She wants to help others find fun and joy in their everyday lives. Through Everyday Girl Adventures, she creates a variety of unique experiences for women to come together and make lasting memories in our local community. Feeling like a misfit in the business world, she started Missfit Networking to provide an opportunity for small, women-owned businesses to showcase their brand in a comfortable setting while creating connections and friendships with other female entrepreneurs. Both of these ventures support her mission of empowering and inspiring women to believe in themselves and make the most out of this life we have been given. Listen to this informative Your Life. Your Legacy. episode with Jean Walton where she shares how to: ● Uncover how engaging in adventures can spark personal transformation. ● Reinforce self-trust to overcome feelings of displacement. ● Learn about creating diverse revenue pathways to achieve financial autonomy. ● Unveil how business endeavors can shape an enduring legacy. ● Absorb ways to stimulate the youth to architect their own future stories. Here is what to expect on this week’s show: ● Building Multiple Income Streams: Jean’s efforts embody the proactive spirit necessary for financial independence and longevity, reinforcing the broad theme of the episode - to create a powerful, lasting legacy. ● Transformative Power of Adventure: Jean Walton highlights the importance and transformative power of embracing adventure in life. ● Inner Confidence and Conquering Anomaly: Initially feeling out of place in business gatherings, she managed to overcome the feeling of anomaly by harnessing her inner confidence and using her unique perspective as an asset rather than a drawback. “Don't be afraid to be a misfit in the entrepreneurial world. Embrace your unique ideas and create a networking group for other misfit entrepreneurs. You never know where it might lead.” - Jean Walton Connect with Jean: Website: https://everydaygirladventures.com/ Facebook: https://www.facebook.com/Everydaygirladventures Instagram: https://instagram.com/everydaygirl_adventures TikTok: https://www.tiktok.com/@jeanwalton6 About your guest host, Karl "Doug" Hering: Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow. He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults. He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings. Connect with Karl: LinkedIn: https://www.linkedin.com/in/doughering Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 04 Jan 2024 14:00:00 -0000 full 1 33 Stan Miller Unleash your inner misfit and join adventure-seeking entrepreneur Jean Walton as she defies norms, ignites her legacy, and empowers others to embrace entrepreneurship for a life of joyful experiences and lasting impact. About Jean Walton: Jean Walton is the founder of Everyday Girl Adventures Social Club and MissFit Networking Group. Jean believes that saying "yes" to every opportunity has afforded her the chance to experience many unique adventures that others may turn down due to timing or inconvenience. But adventure is everywhere--inspired by these memories and the time she shares with my girlfriends and family; She wants to help others find fun and joy in their everyday lives. Through Everyday Girl Adventures, she creates a variety of unique experiences for women to come together and make lasting memories in our local community. Feeling like a misfit in the business world, she started Missfit Networking to provide an opportunity for small, women-owned businesses to showcase their brand in a comfortable setting while creating connections and friendships with other female entrepreneurs. Both of these ventures support her mission of empowering and inspiring women to believe in themselves and make the most out of this life we have been given. Listen to this informative Your Life. Your Legacy. episode with Jean Walton where she shares how to: ● Uncover how engaging in adventures can spark personal transformation. ● Reinforce self-trust to overcome feelings of displacement. ● Learn about creating diverse revenue pathways to achieve financial autonomy. ● Unveil how business endeavors can shape an enduring legacy. ● Absorb ways to stimulate the youth to architect their own future stories. Here is what to expect on this week’s show: ● Building Multiple Income Streams: Jean’s efforts embody the proactive spirit necessary for financial independence and longevity, reinforcing the broad theme of the episode - to create a powerful, lasting legacy. ● Transformative Power of Adventure: Jean Walton highlights the importance and transformative power of embracing adventure in life. ● Inner Confidence and Conquering Anomaly: Initially feeling out of place in business gatherings, she managed to overcome the feeling of anomaly by harnessing her inner confidence and using her unique perspective as an asset rather than a drawback. “Don't be afraid to be a misfit in the entrepreneurial world. Embrace your unique ideas and create a networking group for other misfit entrepreneurs. You never know where it might lead.” - Jean Walton Connect with Jean: Website: https://everydaygirladventures.com/ Facebook: https://www.facebook.com/Everydaygirladventures Instagram: https://instagram.com/everydaygirl_adventures TikTok: https://www.tiktok.com/@jeanwalton6 About your guest host, Karl "Doug" Hering: Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow. He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults. He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings. Connect with Karl: LinkedIn: https://www.linkedin.com/in/doughering Learn more about your ad choices. Visit megaphone.fm/adchoices Unleash your inner misfit and join adventure-seeking entrepreneur Jean Walton as she defies norms, ignites her legacy, and empowers others to embrace entrepreneurship for a life of joyful experiences and lasting impact.


About Jean Walton:

Jean Walton is the founder of Everyday Girl Adventures Social Club and MissFit Networking Group. Jean believes that saying "yes" to every opportunity has afforded her the chance to experience many unique adventures that others may turn down due to timing or inconvenience. But adventure is everywhere--inspired by these memories and the time she shares with my girlfriends and family; She wants to help others find fun and joy in their everyday lives.

Through Everyday Girl Adventures, she creates a variety of unique experiences for women to come together and make lasting memories in our local community. Feeling like a misfit in the business world, she started Missfit Networking to provide an opportunity for small, women-owned businesses to showcase their brand in a comfortable setting while creating connections and friendships with other female entrepreneurs. Both of these ventures support her mission of empowering and inspiring women to believe in themselves and make the most out of this life we have been given.


Listen to this informative Your Life. Your Legacy. episode with Jean Walton where she shares how to:

● Uncover how engaging in adventures can spark personal transformation.

● Reinforce self-trust to overcome feelings of displacement.

● Learn about creating diverse revenue pathways to achieve financial autonomy.

● Unveil how business endeavors can shape an enduring legacy.

● Absorb ways to stimulate the youth to architect their own future stories.


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

● Building Multiple Income Streams: Jean’s efforts embody the proactive spirit necessary for financial independence and longevity, reinforcing the broad theme of the episode - to create a powerful, lasting legacy.

● Transformative Power of Adventure: Jean Walton highlights the importance and transformative power of embracing adventure in life.

● Inner Confidence and Conquering Anomaly: Initially feeling out of place in business gatherings, she managed to overcome the feeling of anomaly by harnessing her inner confidence and using her unique perspective as an asset rather than a drawback.


“Don't be afraid to be a misfit in the entrepreneurial world. Embrace your unique ideas and create a networking group for other misfit entrepreneurs. You never know where it might lead.”

- Jean Walton


Connect with Jean:

Website: https://everydaygirladventures.com/

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

Instagram: https://instagram.com/everydaygirl_adventures

TikTok: https://www.tiktok.com/@jeanwalton6


About your guest host, Karl "Doug" Hering:

Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow. He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults.

He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings.


Connect with Karl:

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


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1922 Charlie Bresler: Making a Difference and Finding Happiness Charlie Bresler is not your typical philanthropist. With a background that includes being the former president of Men's Warehouse, his journey to making a positive impact has been anything but ordinary. Armed with a PhD in social and clinical psychology and a passion for social justice, he co-founded The Life You Can Save, a nonprofit organization dedicated to helping those living in extreme poverty. Through The Life You Can Save, Charlie and his team curate compelling content and identify highly effective nonprofits operating in South Asia and sub-Saharan Africa. Charlie's unique blend of business expertise, academic knowledge, and genuine desire to make a difference sets him apart as a legacy leader. His story is a testament to the power of balancing personal success with a deep commitment to creating a meaningful impact in the world. Listen to this informative Legacy Leaders episode with Charlie Bresler about The mission of The Life You Can Save, Overcoming the Fear of Giving, Various Organizations Making a Difference and Connecting with Impactful Work, Effective Hedonism and Maximizing Pleasure and The Life-Changing Impact of Giving. Here is what to expect on this week’s show: ● Discover the power of effective giving to alleviate global poverty and make a lasting impact on the lives of those in need ● Uncover the incredible work of nonprofit organizations that are saving lives and transforming communities around the world ● Explore the impact of the Deworm the World Initiative and how a simple intervention can have a profound effect on the health and well-being of children ● Learn how effective giving can play a vital role in addressing and combating climate change, and the positive impact it can have on our planet ● Find out how to strike a balance between personal pleasure and making a positive impact in the world, allowing you to live a fulfilling and meaningful life Connect with Charlie Bresler: Website: https://www.thelifeyoucansave.org/ LinkedIn: https://www.linkedin.com/in/charliebresler/ Facebook: https://www.facebook.com/TheLifeYouCanSave Instagram: https://www.instagram.com/thelifeyoucansave/ YouTube: https://www.youtube.com/user/TheLifeYouCanSave Twitter: https://twitter.com/LifeYouCanSave MUSINGS Podcast: https://podcasts.apple.com/us/podcast/musings-about-ourselves-and-other-strangers/id1702957799 Email: charlie.bresler@thelifeyoucansave.org 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Dec 2023 14:00:00 -0000 full 1 32 Stan Miller Charlie Bresler is not your typical philanthropist. With a background that includes being the former president of Men's Warehouse, his journey to making a positive impact has been anything but ordinary. Armed with a PhD in social and clinical psychology and a passion for social justice, he co-founded The Life You Can Save, a nonprofit organization dedicated to helping those living in extreme poverty. Through The Life You Can Save, Charlie and his team curate compelling content and identify highly effective nonprofits operating in South Asia and sub-Saharan Africa. Charlie's unique blend of business expertise, academic knowledge, and genuine desire to make a difference sets him apart as a legacy leader. His story is a testament to the power of balancing personal success with a deep commitment to creating a meaningful impact in the world. Listen to this informative Legacy Leaders episode with Charlie Bresler about The mission of The Life You Can Save, Overcoming the Fear of Giving, Various Organizations Making a Difference and Connecting with Impactful Work, Effective Hedonism and Maximizing Pleasure and The Life-Changing Impact of Giving. Here is what to expect on this week’s show: ● Discover the power of effective giving to alleviate global poverty and make a lasting impact on the lives of those in need ● Uncover the incredible work of nonprofit organizations that are saving lives and transforming communities around the world ● Explore the impact of the Deworm the World Initiative and how a simple intervention can have a profound effect on the health and well-being of children ● Learn how effective giving can play a vital role in addressing and combating climate change, and the positive impact it can have on our planet ● Find out how to strike a balance between personal pleasure and making a positive impact in the world, allowing you to live a fulfilling and meaningful life Connect with Charlie Bresler: Website: https://www.thelifeyoucansave.org/ LinkedIn: https://www.linkedin.com/in/charliebresler/ Facebook: https://www.facebook.com/TheLifeYouCanSave Instagram: https://www.instagram.com/thelifeyoucansave/ YouTube: https://www.youtube.com/user/TheLifeYouCanSave Twitter: https://twitter.com/LifeYouCanSave MUSINGS Podcast: https://podcasts.apple.com/us/podcast/musings-about-ourselves-and-other-strangers/id1702957799 Email: charlie.bresler@thelifeyoucansave.org 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Charlie Bresler is not your typical philanthropist. With a background that includes being the former president of Men's Warehouse, his journey to making a positive impact has been anything but ordinary. Armed with a PhD in social and clinical psychology and a passion for social justice, he co-founded The Life You Can Save, a nonprofit organization dedicated to helping those living in extreme poverty. Through The Life You Can Save, Charlie and his team curate compelling content and identify highly effective nonprofits operating in South Asia and sub-Saharan Africa. Charlie's unique blend of business expertise, academic knowledge, and genuine desire to make a difference sets him apart as a legacy leader. His story is a testament to the power of balancing personal success with a deep commitment to creating a meaningful impact in the world.


Listen to this informative Legacy Leaders episode with Charlie Bresler about The mission of The Life You Can Save, Overcoming the Fear of Giving, Various Organizations Making a Difference and Connecting with Impactful Work, Effective Hedonism and Maximizing Pleasure and The Life-Changing Impact of Giving.

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

● Discover the power of effective giving to alleviate global poverty and make a lasting impact on the lives of those in need

● Uncover the incredible work of nonprofit organizations that are saving lives and transforming communities around the world

● Explore the impact of the Deworm the World Initiative and how a simple intervention can have a profound effect on the health and well-being of children

● Learn how effective giving can play a vital role in addressing and combating climate change, and the positive impact it can have on our planet

● Find out how to strike a balance between personal pleasure and making a positive impact in the world, allowing you to live a fulfilling and meaningful life

Connect with Charlie Bresler:


Website: https://www.thelifeyoucansave.org/

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

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

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

YouTube: https://www.youtube.com/user/TheLifeYouCanSave

Twitter: https://twitter.com/LifeYouCanSave

MUSINGS Podcast: https://podcasts.apple.com/us/podcast/musings-about-ourselves-and-other-strangers/id1702957799

Email: charlie.bresler@thelifeyoucansave.org



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/


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2615 Hillary Vaillancourt: Estate Planning With Special Needs in Mind In a world of uncertainty, there's one thing that can never be predicted – the unexpected twist that changes everything. For Hillary Vaillancourt, founder of Valley Court Law Firm, that twist came in the form of her younger brother's illness. Witnessing the struggle her family faced to establish guardianship, Hillary's determination to help families like hers was ignited. Now, she's on a mission to provide comprehensive special needs planning that goes beyond just education. Discover how Hillary's personal journey led to a profound understanding of the importance of legal and financial support for families with loved ones with special needs. Will she be able to create a holistic approach that offers confidence and peace of mind? Stay tuned to find out. About Hillary Vaillancourt: Hillary Vaillancourt is a seasoned attorney and the founder of the Valley Court Law Firm. Specializing in estate planning and special needs planning, Hillary has established herself as an expert in providing legal and financial guidance to families with loved ones who have special needs. Her interest in this field stems from personal experiences, particularly when her younger brother, who has special needs, faced a health crisis. Witnessing the challenges her family encountered due to a lack of proper legal documentation, Hillary became motivated to help other families avoid similar hardships. With her extensive knowledge and dedication, Hillary is committed to assisting families in securing the future and well-being of their loved ones with special needs. Her expertise in special needs planning and compassionate approach make her an invaluable resource for families seeking comprehensive solutions. Listen to this informative Your Life. Your Legacy. episode with Hillary Vaillancourt where she shares how to: ●    Secure the future and well-being of your loved ones with special needs through proper legal and financial planning. ●    Plan ahead to ensure a fair and equitable distribution of farm assets for future generations. ●    Discover the importance of a financial team and how they can help you navigate the complexities of estate planning. ●    Uncover the keys to achieving work-life balance as a working mom and find harmony between your career and family life. Here is what to expect on this week’s show: ●    Secure the future for loved ones When parents can't be there, establishing a long-term care plan with a legal, financial and medical framework serves as a safety net. ●    Fair distribution of farm assets Effective estate planning aims to balance the fair distribution of farm assets, particularly challenging when a single child shows interest in agriculture. ●    Importance of a financial team A financial team's expertise is pivotal in navigating the complex landscape of special needs planning and farm estate planning.   “I wanted to create my own practice and decided that March of 2020 was the right time to take that risk. And it's been a wild ride ever since, trying to build a practice through a pandemic and a couple of moves and a couple of babies and all the things that life has thrown our way, but it's been a really great experience at the same time. ” - Hillary Vaillancourt   Links Mentioned: Connect with Hillary Vaillancourt: LinkedIn: https://www.linkedin.com/in/hillary-vaillancourt-1580463a/ Website: https://www.hugedomains.com/domain_profile.cfm?d=thefoodielawyer.com   About your guest host, 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 Thu, 23 Nov 2023 14:00:00 -0000 full 1 31 Stan Miller In a world of uncertainty, there's one thing that can never be predicted – the unexpected twist that changes everything. For Hillary Vaillancourt, founder of Valley Court Law Firm, that twist came in the form of her younger brother's illness. Witnessing the struggle her family faced to establish guardianship, Hillary's determination to help families like hers was ignited. Now, she's on a mission to provide comprehensive special needs planning that goes beyond just education. Discover how Hillary's personal journey led to a profound understanding of the importance of legal and financial support for families with loved ones with special needs. Will she be able to create a holistic approach that offers confidence and peace of mind? Stay tuned to find out. About Hillary Vaillancourt: Hillary Vaillancourt is a seasoned attorney and the founder of the Valley Court Law Firm. Specializing in estate planning and special needs planning, Hillary has established herself as an expert in providing legal and financial guidance to families with loved ones who have special needs. Her interest in this field stems from personal experiences, particularly when her younger brother, who has special needs, faced a health crisis. Witnessing the challenges her family encountered due to a lack of proper legal documentation, Hillary became motivated to help other families avoid similar hardships. With her extensive knowledge and dedication, Hillary is committed to assisting families in securing the future and well-being of their loved ones with special needs. Her expertise in special needs planning and compassionate approach make her an invaluable resource for families seeking comprehensive solutions. Listen to this informative Your Life. Your Legacy. episode with Hillary Vaillancourt where she shares how to: ●    Secure the future and well-being of your loved ones with special needs through proper legal and financial planning. ●    Plan ahead to ensure a fair and equitable distribution of farm assets for future generations. ●    Discover the importance of a financial team and how they can help you navigate the complexities of estate planning. ●    Uncover the keys to achieving work-life balance as a working mom and find harmony between your career and family life. Here is what to expect on this week’s show: ●    Secure the future for loved ones When parents can't be there, establishing a long-term care plan with a legal, financial and medical framework serves as a safety net. ●    Fair distribution of farm assets Effective estate planning aims to balance the fair distribution of farm assets, particularly challenging when a single child shows interest in agriculture. ●    Importance of a financial team A financial team's expertise is pivotal in navigating the complex landscape of special needs planning and farm estate planning.   “I wanted to create my own practice and decided that March of 2020 was the right time to take that risk. And it's been a wild ride ever since, trying to build a practice through a pandemic and a couple of moves and a couple of babies and all the things that life has thrown our way, but it's been a really great experience at the same time. ” - Hillary Vaillancourt   Links Mentioned: Connect with Hillary Vaillancourt: LinkedIn: https://www.linkedin.com/in/hillary-vaillancourt-1580463a/ Website: https://www.hugedomains.com/domain_profile.cfm?d=thefoodielawyer.com   About your guest host, 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 In a world of uncertainty, there's one thing that can never be predicted – the unexpected twist that changes everything. For Hillary Vaillancourt, founder of Valley Court Law Firm, that twist came in the form of her younger brother's illness. Witnessing the struggle her family faced to establish guardianship, Hillary's determination to help families like hers was ignited. Now, she's on a mission to provide comprehensive special needs planning that goes beyond just education. Discover how Hillary's personal journey led to a profound understanding of the importance of legal and financial support for families with loved ones with special needs. Will she be able to create a holistic approach that offers confidence and peace of mind? Stay tuned to find out.

About Hillary Vaillancourt:

Hillary Vaillancourt is a seasoned attorney and the founder of the Valley Court Law Firm. Specializing in estate planning and special needs planning, Hillary has established herself as an expert in providing legal and financial guidance to families with loved ones who have special needs. Her interest in this field stems from personal experiences, particularly when her younger brother, who has special needs, faced a health crisis. Witnessing the challenges her family encountered due to a lack of proper legal documentation, Hillary became motivated to help other families avoid similar hardships. With her extensive knowledge and dedication, Hillary is committed to assisting families in securing the future and well-being of their loved ones with special needs. Her expertise in special needs planning and compassionate approach make her an invaluable resource for families seeking comprehensive solutions.

Listen to this informative Your Life. Your Legacy. episode with Hillary Vaillancourt where she shares how to:

●    Secure the future and well-being of your loved ones with special needs through proper legal and financial planning.

●    Plan ahead to ensure a fair and equitable distribution of farm assets for future generations.

●    Discover the importance of a financial team and how they can help you navigate the complexities of estate planning.

●    Uncover the keys to achieving work-life balance as a working mom and find harmony between your career and family life.

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

●    Secure the future for loved ones

When parents can't be there, establishing a long-term care plan with a legal, financial and medical framework serves as a safety net.

●    Fair distribution of farm assets

Effective estate planning aims to balance the fair distribution of farm assets, particularly challenging when a single child shows interest in agriculture.

●    Importance of a financial team

A financial team's expertise is pivotal in navigating the complex landscape of special needs planning and farm estate planning.

 

“I wanted to create my own practice and decided that March of 2020 was the right time to take that risk. And it's been a wild ride ever since, trying to build a practice through a pandemic and a couple of moves and a couple of babies and all the things that life has thrown our way, but it's been a really great experience at the same time. ”

- Hillary Vaillancourt

 

Links Mentioned:

Connect with Hillary Vaillancourt:

LinkedIn: https://www.linkedin.com/in/hillary-vaillancourt-1580463a/

Website: https://www.hugedomains.com/domain_profile.cfm?d=thefoodielawyer.com

 

About your guest host, 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

]]> 1394 Melvin Daniel: Leaving A Positive Legacy by Influencing Others Through Kindness In a world where selflessness and genuine care for others are often overlooked, there was one man who defied expectations and left an indelible mark on those around him. Meet Melvin Daniel, a dedicated educator and advocate for agriculture, whose humble upbringing ignited a passion that would change countless lives. But little did anyone know, there was an unexpected twist in Melvin's story, a twist that would reveal the true depths of his character and the legacy he would leave behind. Brace yourself for a tale of compassion and resilience, as we delve into the extraordinary life of Melvin Daniel, a man whose impact transcends time. Get ready to be inspired, because this is a story that will stay with you long after it ends... About Melvin Daniel: Melvin Lee Daniel, 78, of Hot Springs, Arkansas, passed away on August 23, 2023. Born in Pearcy, Arkansas, on April 12, 1945, to Quentin E. Daniel and Ina Mae Waite Daniel. Preceded in death by his brothers, Quentin Daniel, Jr., James Daniel, and infant son Kyle Patrick Daniel. Survived by his wife of 55 years, Judy Lawler Daniel, and children Christopher Lee Daniel (Jadie) and Melissa Anthony (Andy), along with grandchildren and a great-grandchild. Melvin had a rich career in education, teaching Agriculture for 35 years. He was a dedicated member of Center Fork Missionary Baptist Church. He had a profound impact on the FFA, leading teams to state and national levels and mentoring students. His love of agriculture earned him several awards, including the Honorary American FFA Degree. Melvin Daniel will be remembered as a loving husband, father, teacher, mentor, and a significant figure in the world of agriculture.   Listen to this informative Your Life. Your Legacy. episode with Melissa Anthony, daughter of Melvin Daniel, where she shares how to: ●    Discover the lasting legacy of Melvin Daniel and learn how his impact on the community can inspire your own journey. ●    Uncover the secrets of leaving a positive legacy that will be remembered by future generations. ●    Unlock the power of kindness and learn how to influence others to create a more compassionate community. ●    Gain insights into how educating and empowering others can create a ripple effect for positive change in your community and personal life.   Here is what to expect on this week’s show: ●    Discover the lasting legacy Melvin Daniel's life story is a testament to a lasting legacy. His passion for education and agriculture influenced not just his own family, but also countless students and community members. ●    Learn practical strategies A crucial aspect of Melvin Daniel’s legacy was his practical approach to teaching and mentoring. Simple strategies like promoting inclusion, encouraging advanced education, and instilling a strong work ethic played pivotal roles in shaping successful futures. ●    Explore the power of kindness Demonstrating kindness in all actions, as Melvin did, can create a more supportive, compassionate community, affirming its potent relevance.   “He never quit. He just never wanted to quit. He was always going nonstop to support the cause and to help other people out. ” - Melissa Anthony on her late father, Melvin Daniel   Links Mentioned: Connect with Melvin Daniel Lake Hamilton High School FFA Farm: Website: https://www.lhwolves.net/ Lake Hamilton School District: https://www.facebook.com/LHSDWolves     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 Thu, 16 Nov 2023 14:00:00 -0000 full 1 30 Stan Miller In a world where selflessness and genuine care for others are often overlooked, there was one man who defied expectations and left an indelible mark on those around him. Meet Melvin Daniel, a dedicated educator and advocate for agriculture, whose humble upbringing ignited a passion that would change countless lives. But little did anyone know, there was an unexpected twist in Melvin's story, a twist that would reveal the true depths of his character and the legacy he would leave behind. Brace yourself for a tale of compassion and resilience, as we delve into the extraordinary life of Melvin Daniel, a man whose impact transcends time. Get ready to be inspired, because this is a story that will stay with you long after it ends... About Melvin Daniel: Melvin Lee Daniel, 78, of Hot Springs, Arkansas, passed away on August 23, 2023. Born in Pearcy, Arkansas, on April 12, 1945, to Quentin E. Daniel and Ina Mae Waite Daniel. Preceded in death by his brothers, Quentin Daniel, Jr., James Daniel, and infant son Kyle Patrick Daniel. Survived by his wife of 55 years, Judy Lawler Daniel, and children Christopher Lee Daniel (Jadie) and Melissa Anthony (Andy), along with grandchildren and a great-grandchild. Melvin had a rich career in education, teaching Agriculture for 35 years. He was a dedicated member of Center Fork Missionary Baptist Church. He had a profound impact on the FFA, leading teams to state and national levels and mentoring students. His love of agriculture earned him several awards, including the Honorary American FFA Degree. Melvin Daniel will be remembered as a loving husband, father, teacher, mentor, and a significant figure in the world of agriculture.   Listen to this informative Your Life. Your Legacy. episode with Melissa Anthony, daughter of Melvin Daniel, where she shares how to: ●    Discover the lasting legacy of Melvin Daniel and learn how his impact on the community can inspire your own journey. ●    Uncover the secrets of leaving a positive legacy that will be remembered by future generations. ●    Unlock the power of kindness and learn how to influence others to create a more compassionate community. ●    Gain insights into how educating and empowering others can create a ripple effect for positive change in your community and personal life.   Here is what to expect on this week’s show: ●    Discover the lasting legacy Melvin Daniel's life story is a testament to a lasting legacy. His passion for education and agriculture influenced not just his own family, but also countless students and community members. ●    Learn practical strategies A crucial aspect of Melvin Daniel’s legacy was his practical approach to teaching and mentoring. Simple strategies like promoting inclusion, encouraging advanced education, and instilling a strong work ethic played pivotal roles in shaping successful futures. ●    Explore the power of kindness Demonstrating kindness in all actions, as Melvin did, can create a more supportive, compassionate community, affirming its potent relevance.   “He never quit. He just never wanted to quit. He was always going nonstop to support the cause and to help other people out. ” - Melissa Anthony on her late father, Melvin Daniel   Links Mentioned: Connect with Melvin Daniel Lake Hamilton High School FFA Farm: Website: https://www.lhwolves.net/ Lake Hamilton School District: https://www.facebook.com/LHSDWolves     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 In a world where selflessness and genuine care for others are often overlooked, there was one man who defied expectations and left an indelible mark on those around him. Meet Melvin Daniel, a dedicated educator and advocate for agriculture, whose humble upbringing ignited a passion that would change countless lives. But little did anyone know, there was an unexpected twist in Melvin's story, a twist that would reveal the true depths of his character and the legacy he would leave behind. Brace yourself for a tale of compassion and resilience, as we delve into the extraordinary life of Melvin Daniel, a man whose impact transcends time. Get ready to be inspired, because this is a story that will stay with you long after it ends...

About Melvin Daniel:

Melvin Lee Daniel, 78, of Hot Springs, Arkansas, passed away on August 23, 2023. Born in Pearcy, Arkansas, on April 12, 1945, to Quentin E. Daniel and Ina Mae Waite Daniel. Preceded in death by his brothers, Quentin Daniel, Jr., James Daniel, and infant son Kyle Patrick Daniel. Survived by his wife of 55 years, Judy Lawler Daniel, and children Christopher Lee Daniel (Jadie) and Melissa Anthony (Andy), along with grandchildren and a great-grandchild.

Melvin had a rich career in education, teaching Agriculture for 35 years. He was a dedicated member of Center Fork Missionary Baptist Church. He had a profound impact on the FFA, leading teams to state and national levels and mentoring students.

His love of agriculture earned him several awards, including the Honorary American FFA Degree. Melvin Daniel will be remembered as a loving husband, father, teacher, mentor, and a significant figure in the world of agriculture.

 

Listen to this informative Your Life. Your Legacy. episode with Melissa Anthony, daughter of Melvin Daniel, where she shares how to:

●    Discover the lasting legacy of Melvin Daniel and learn how his impact on the community can inspire your own journey.

●    Uncover the secrets of leaving a positive legacy that will be remembered by future generations.

●    Unlock the power of kindness and learn how to influence others to create a more compassionate community.

●    Gain insights into how educating and empowering others can create a ripple effect for positive change in your community and personal life.

 

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

●    Discover the lasting legacy

Melvin Daniel's life story is a testament to a lasting legacy. His passion for education and agriculture influenced not just his own family, but also countless students and community members.

●    Learn practical strategies

A crucial aspect of Melvin Daniel’s legacy was his practical approach to teaching and mentoring. Simple strategies like promoting inclusion, encouraging advanced education, and instilling a strong work ethic played pivotal roles in shaping successful futures.

●    Explore the power of kindness

Demonstrating kindness in all actions, as Melvin did, can create a more supportive, compassionate community, affirming its potent relevance.

 

“He never quit. He just never wanted to quit. He was always going nonstop to support the cause and to help other people out. ”

- Melissa Anthony on her late father, Melvin Daniel

 

Links Mentioned:

Connect with Melvin Daniel Lake Hamilton High School FFA Farm:

Website: https://www.lhwolves.net/

Lake Hamilton School District: https://www.facebook.com/LHSDWolves

 

 

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

]]> 1271 Donald Cunningham: Mastering Money - The Key to Teaching Financial Literacy With over six years of experience, Donald Cunningham, a financial service consultant and wealth coach has specialized in helping families and business owners by protecting their income, planning a tax-free retirement, and creating generational wealth protection. He was born and raised in St. Louis, Missouri, and just recently relocated to El Paso, Texas with his wife and kids. Listen to this informative Your Life. Your Legacy. episode with Donald Cunningham as he shares his expertise in life insurance and financial planning, and how these areas can help you to protect the things that are most valuable to you and your family.   Here is what to expect on this week’s show: ·        Investing in the right life insurance can secure your family's future, create generational wealth, and you can still enjoy the living benefits ·        A life insurance plan is much more than a tax-saving tool ·        By taking out a death benefit policy, you can provide financial support to your immediate family upon your death ·        The power of financial literacy   Connect with Donald: Website: https://dscfinancialservices.com/ LinkedIn: https://www.linkedin.com/in/donald-cunningham-689933167/ Instagram: https://www.instagram.com/donaldacham/?hl=en Facebook: https://www.facebook.com/dscfinancialservices/   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 Thu, 09 Nov 2023 14:00:00 -0000 full 1 29 Stan Miller With over six years of experience, Donald Cunningham, a financial service consultant and wealth coach has specialized in helping families and business owners by protecting their income, planning a tax-free retirement, and creating generational wealth protection. He was born and raised in St. Louis, Missouri, and just recently relocated to El Paso, Texas with his wife and kids. Listen to this informative Your Life. Your Legacy. episode with Donald Cunningham as he shares his expertise in life insurance and financial planning, and how these areas can help you to protect the things that are most valuable to you and your family.   Here is what to expect on this week’s show: ·        Investing in the right life insurance can secure your family's future, create generational wealth, and you can still enjoy the living benefits ·        A life insurance plan is much more than a tax-saving tool ·        By taking out a death benefit policy, you can provide financial support to your immediate family upon your death ·        The power of financial literacy   Connect with Donald: Website: https://dscfinancialservices.com/ LinkedIn: https://www.linkedin.com/in/donald-cunningham-689933167/ Instagram: https://www.instagram.com/donaldacham/?hl=en Facebook: https://www.facebook.com/dscfinancialservices/   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 With over six years of experience, Donald Cunningham, a financial service consultant and wealth coach has specialized in helping families and business owners by protecting their income, planning a tax-free retirement, and creating generational wealth protection. He was born and raised in St. Louis, Missouri, and just recently relocated to El Paso, Texas with his wife and kids.

Listen to this informative Your Life. Your Legacy. episode with Donald Cunningham as he shares his expertise in life insurance and financial planning, and how these areas can help you to protect the things that are most valuable to you and your family.

 

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

·        Investing in the right life insurance can secure your family's future, create generational wealth, and you can still enjoy the living benefits

·        A life insurance plan is much more than a tax-saving tool

·        By taking out a death benefit policy, you can provide financial support to your immediate family upon your death

·        The power of financial literacy

 

Connect with Donald:

Website: https://dscfinancialservices.com/

LinkedIn: https://www.linkedin.com/in/donald-cunningham-689933167/

Instagram: https://www.instagram.com/donaldacham/?hl=en

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

 

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

]]> 1234 Christopher Calandra: The Importance of Connecting With Your Clients Christopher is a certified financial planner with over thirty years of experience helping small business owners, retirees, and families in achieving their financial goals and objectives. As the founder and principal of Elliott Wealth Management Services, LLC, with offices in Madison, Connecticut and Summerfield, Florida, he is committed to devoting as much time and effort as possible to clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood. Christopher is also the host of the Simply Financial Podcast. Listen to this informative Your Life. Your Legacy. episode with Christopher Calandra as we talk about getting to know your clients well, as well as his tips for opening the door to client relationships. Christopher will also discuss the value of a good financial advisor relationship and the advantages of using technology for negotiation.   Here is what to expect on this week’s show: ·        One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you. ·        Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients. ·        The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys. ·        Consider starting your own podcast if you're an estate planner, CPA, or professional. It will add credibility to your brand and help you attract and retain clients.   Connect with Christopher Calandra:  LinkedIn: https://www.linkedin.com/in/christophercalandra/  Website: https://elliottwealth.com/about-us/our-team  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 Thu, 02 Nov 2023 13:00:00 -0000 full 1 28 Stan Miller Christopher is a certified financial planner with over thirty years of experience helping small business owners, retirees, and families in achieving their financial goals and objectives. As the founder and principal of Elliott Wealth Management Services, LLC, with offices in Madison, Connecticut and Summerfield, Florida, he is committed to devoting as much time and effort as possible to clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood. Christopher is also the host of the Simply Financial Podcast. Listen to this informative Your Life. Your Legacy. episode with Christopher Calandra as we talk about getting to know your clients well, as well as his tips for opening the door to client relationships. Christopher will also discuss the value of a good financial advisor relationship and the advantages of using technology for negotiation.   Here is what to expect on this week’s show: ·        One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you. ·        Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients. ·        The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys. ·        Consider starting your own podcast if you're an estate planner, CPA, or professional. It will add credibility to your brand and help you attract and retain clients.   Connect with Christopher Calandra:  LinkedIn: https://www.linkedin.com/in/christophercalandra/  Website: https://elliottwealth.com/about-us/our-team  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 Christopher is a certified financial planner with over thirty years of experience helping small business owners, retirees, and families in achieving their financial goals and objectives. As the founder and principal of Elliott Wealth Management Services, LLC, with offices in Madison, Connecticut and Summerfield, Florida, he is committed to devoting as much time and effort as possible to clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood. Christopher is also the host of the Simply Financial Podcast.

Listen to this informative Your Life. Your Legacy. episode with Christopher Calandra as we talk about getting to know your clients well, as well as his tips for opening the door to client relationships. Christopher will also discuss the value of a good financial advisor relationship and the advantages of using technology for negotiation.

 

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

·        One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you.

·        Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients.

·        The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys.

·        Consider starting your own podcast if you're an estate planner, CPA, or professional. It will add credibility to your brand and help you attract and retain clients.

 

Connect with Christopher Calandra: 

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

Website: https://elliottwealth.com/about-us/our-team 


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

]]> 1562 Hillary Vaillancourt: Estate Planning With Special Needs in Mind In a world of uncertainty, there's one thing that can never be predicted – the unexpected twist that changes everything. For Hillary Vaillancourt, founder of Valley Court Law Firm, that twist came in the form of her younger brother's illness. Witnessing the struggle her family faced to establish guardianship, Hillary's determination to help families like hers was ignited. Now, she's on a mission to provide comprehensive special needs planning that goes beyond just education. Discover how Hillary's personal journey led to a profound understanding of the importance of legal and financial support for families with loved ones with special needs. Will she be able to create a holistic approach that offers confidence and peace of mind? Stay tuned to find out. About Hillary Vaillancourt: Hillary Vaillancourt is a seasoned attorney and the founder of the Valley Court Law Firm. Specializing in estate planning and special needs planning, Hillary has established herself as an expert in providing legal and financial guidance to families with loved ones who have special needs. Her interest in this field stems from personal experiences, particularly when her younger brother, who has special needs, faced a health crisis. Witnessing the challenges her family encountered due to a lack of proper legal documentation, Hillary became motivated to help other families avoid similar hardships. With her extensive knowledge and dedication, Hillary is committed to assisting families in securing the future and well-being of their loved ones with special needs. Her expertise in special needs planning and compassionate approach make her an invaluable resource for families seeking comprehensive solutions. Listen to this informative Your Life. Your Legacy. episode with Hillary Vaillancourt where she shares how to: ●    Secure the future and well-being of your loved ones with special needs through proper legal and financial planning. ●    Plan ahead to ensure a fair and equitable distribution of farm assets for future generations. ●    Discover the importance of a financial team and how they can help you navigate the complexities of estate planning. ●    Uncover the keys to achieving work-life balance as a working mom and find harmony between your career and family life. Here is what to expect on this week’s show: ●    Secure the future for loved ones When parents can't be there, establishing a long-term care plan with a legal, financial and medical framework serves as a safety net. ●    Fair distribution of farm assets Effective estate planning aims to balance the fair distribution of farm assets, particularly challenging when a single child shows interest in agriculture. ●    Importance of a financial team A financial team's expertise is pivotal in navigating the complex landscape of special needs planning and farm estate planning.   “I wanted to create my own practice and decided that March of 2020 was the right time to take that risk. And it's been a wild ride ever since, trying to build a practice through a pandemic and a couple of moves and a couple of babies and all the things that life has thrown our way, but it's been a really great experience at the same time. ” - Hillary Vaillancourt   Links Mentioned: Connect with Hillary Vaillancourt: LinkedIn: https://www.linkedin.com/in/hillary-vaillancourt-1580463a/ Website: https://www.hugedomains.com/domain_profile.cfm?d=thefoodielawyer.com   About your guest host, 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 Thu, 26 Oct 2023 13:00:00 -0000 full 1 27 Stan Miller In a world of uncertainty, there's one thing that can never be predicted – the unexpected twist that changes everything. For Hillary Vaillancourt, founder of Valley Court Law Firm, that twist came in the form of her younger brother's illness. Witnessing the struggle her family faced to establish guardianship, Hillary's determination to help families like hers was ignited. Now, she's on a mission to provide comprehensive special needs planning that goes beyond just education. Discover how Hillary's personal journey led to a profound understanding of the importance of legal and financial support for families with loved ones with special needs. Will she be able to create a holistic approach that offers confidence and peace of mind? Stay tuned to find out. About Hillary Vaillancourt: Hillary Vaillancourt is a seasoned attorney and the founder of the Valley Court Law Firm. Specializing in estate planning and special needs planning, Hillary has established herself as an expert in providing legal and financial guidance to families with loved ones who have special needs. Her interest in this field stems from personal experiences, particularly when her younger brother, who has special needs, faced a health crisis. Witnessing the challenges her family encountered due to a lack of proper legal documentation, Hillary became motivated to help other families avoid similar hardships. With her extensive knowledge and dedication, Hillary is committed to assisting families in securing the future and well-being of their loved ones with special needs. Her expertise in special needs planning and compassionate approach make her an invaluable resource for families seeking comprehensive solutions. Listen to this informative Your Life. Your Legacy. episode with Hillary Vaillancourt where she shares how to: ●    Secure the future and well-being of your loved ones with special needs through proper legal and financial planning. ●    Plan ahead to ensure a fair and equitable distribution of farm assets for future generations. ●    Discover the importance of a financial team and how they can help you navigate the complexities of estate planning. ●    Uncover the keys to achieving work-life balance as a working mom and find harmony between your career and family life. Here is what to expect on this week’s show: ●    Secure the future for loved ones When parents can't be there, establishing a long-term care plan with a legal, financial and medical framework serves as a safety net. ●    Fair distribution of farm assets Effective estate planning aims to balance the fair distribution of farm assets, particularly challenging when a single child shows interest in agriculture. ●    Importance of a financial team A financial team's expertise is pivotal in navigating the complex landscape of special needs planning and farm estate planning.   “I wanted to create my own practice and decided that March of 2020 was the right time to take that risk. And it's been a wild ride ever since, trying to build a practice through a pandemic and a couple of moves and a couple of babies and all the things that life has thrown our way, but it's been a really great experience at the same time. ” - Hillary Vaillancourt   Links Mentioned: Connect with Hillary Vaillancourt: LinkedIn: https://www.linkedin.com/in/hillary-vaillancourt-1580463a/ Website: https://www.hugedomains.com/domain_profile.cfm?d=thefoodielawyer.com   About your guest host, 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 In a world of uncertainty, there's one thing that can never be predicted – the unexpected twist that changes everything. For Hillary Vaillancourt, founder of Valley Court Law Firm, that twist came in the form of her younger brother's illness. Witnessing the struggle her family faced to establish guardianship, Hillary's determination to help families like hers was ignited. Now, she's on a mission to provide comprehensive special needs planning that goes beyond just education. Discover how Hillary's personal journey led to a profound understanding of the importance of legal and financial support for families with loved ones with special needs. Will she be able to create a holistic approach that offers confidence and peace of mind? Stay tuned to find out.

About Hillary Vaillancourt:

Hillary Vaillancourt is a seasoned attorney and the founder of the Valley Court Law Firm. Specializing in estate planning and special needs planning, Hillary has established herself as an expert in providing legal and financial guidance to families with loved ones who have special needs. Her interest in this field stems from personal experiences, particularly when her younger brother, who has special needs, faced a health crisis. Witnessing the challenges her family encountered due to a lack of proper legal documentation, Hillary became motivated to help other families avoid similar hardships. With her extensive knowledge and dedication, Hillary is committed to assisting families in securing the future and well-being of their loved ones with special needs. Her expertise in special needs planning and compassionate approach make her an invaluable resource for families seeking comprehensive solutions.


Listen to this informative Your Life. Your Legacy. episode with Hillary Vaillancourt where she shares how to:

●    Secure the future and well-being of your loved ones with special needs through proper legal and financial planning.

●    Plan ahead to ensure a fair and equitable distribution of farm assets for future generations.

●    Discover the importance of a financial team and how they can help you navigate the complexities of estate planning.

●    Uncover the keys to achieving work-life balance as a working mom and find harmony between your career and family life.

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

●    Secure the future for loved ones

When parents can't be there, establishing a long-term care plan with a legal, financial and medical framework serves as a safety net.

●    Fair distribution of farm assets

Effective estate planning aims to balance the fair distribution of farm assets, particularly challenging when a single child shows interest in agriculture.

●    Importance of a financial team

A financial team's expertise is pivotal in navigating the complex landscape of special needs planning and farm estate planning.

 

“I wanted to create my own practice and decided that March of 2020 was the right time to take that risk. And it's been a wild ride ever since, trying to build a practice through a pandemic and a couple of moves and a couple of babies and all the things that life has thrown our way, but it's been a really great experience at the same time. ”

- Hillary Vaillancourt

 

Links Mentioned:

Connect with Hillary Vaillancourt:

LinkedIn: https://www.linkedin.com/in/hillary-vaillancourt-1580463a/

Website: https://www.hugedomains.com/domain_profile.cfm?d=thefoodielawyer.com

 

About your guest host, 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

]]> 1386 John Jennings: The Relationship Between Money and Happiness John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to client families. He is also a dedicated member of his community through his involvement in non-profit organizations and his teaching role at Washington University. Listen to this informative Your Life. Your Legacy. episode with John Jennings as he shares his strategies and tools in helping the 63 families he works with, as well as his insights on the responsible way to maintain wealth with purpose and avoid jeopardizing future generations. He touches on being charitable and giving back and offers his perspective on investing amidst the financial uncertainties. He also mentions his passion for sharing interesting facts through blogging and writing. Here is what to expect on this week’s show: ·        Estate planning is about balancing simplicity and tax optimization based on personal preference. Early planning can make estate taxes optional. ·        Achieving true wealth means balancing wants and needs, creating a meaningful legacy, and using money with purpose. Anything extra is a bonus. ·        To increase happiness and life satisfaction, spend on experiences and time with others, as research shows a positive link between money and happiness. ·        Leave a legacy through values-based philanthropy, making a significant impact in a specific area and passing it on to future generations by living your values. ·        Becoming a great investor isn't about knowing everything about financial markets, but developing mental models like Charlie Munger to make better life decisions and potentially grow wealth. Connect with John: Links Mentioned: The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown: https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF The Haimish Line by David Brooks: https://www.nytimes.com/2011/08/30/opinion/brooks-the-haimish-line.html Twitter: https://twitter.com/bigdogtwo LinkedIn: https://www.linkedin.com/in/john-jennings-433a054/ The IFOD: https://www.theifod.com/ Website: https://johnmjennings.com/ St. Louis Trust and Family Office: https://www.stlouistrust.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 19 Oct 2023 13:00:00 -0000 full 1 26 Stan Miller John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to client families. He is also a dedicated member of his community through his involvement in non-profit organizations and his teaching role at Washington University. Listen to this informative Your Life. Your Legacy. episode with John Jennings as he shares his strategies and tools in helping the 63 families he works with, as well as his insights on the responsible way to maintain wealth with purpose and avoid jeopardizing future generations. He touches on being charitable and giving back and offers his perspective on investing amidst the financial uncertainties. He also mentions his passion for sharing interesting facts through blogging and writing. Here is what to expect on this week’s show: ·        Estate planning is about balancing simplicity and tax optimization based on personal preference. Early planning can make estate taxes optional. ·        Achieving true wealth means balancing wants and needs, creating a meaningful legacy, and using money with purpose. Anything extra is a bonus. ·        To increase happiness and life satisfaction, spend on experiences and time with others, as research shows a positive link between money and happiness. ·        Leave a legacy through values-based philanthropy, making a significant impact in a specific area and passing it on to future generations by living your values. ·        Becoming a great investor isn't about knowing everything about financial markets, but developing mental models like Charlie Munger to make better life decisions and potentially grow wealth. Connect with John: Links Mentioned: The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown: https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF The Haimish Line by David Brooks: https://www.nytimes.com/2011/08/30/opinion/brooks-the-haimish-line.html Twitter: https://twitter.com/bigdogtwo LinkedIn: https://www.linkedin.com/in/john-jennings-433a054/ The IFOD: https://www.theifod.com/ Website: https://johnmjennings.com/ St. Louis Trust and Family Office: https://www.stlouistrust.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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to client families. He is also a dedicated member of his community through his involvement in non-profit organizations and his teaching role at Washington University.

Listen to this informative Your Life. Your Legacy. episode with John Jennings as he shares his strategies and tools in helping the 63 families he works with, as well as his insights on the responsible way to maintain wealth with purpose and avoid jeopardizing future generations. He touches on being charitable and giving back and offers his perspective on investing amidst the financial uncertainties. He also mentions his passion for sharing interesting facts through blogging and writing.


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

·        Estate planning is about balancing simplicity and tax optimization based on personal preference. Early planning can make estate taxes optional.

·        Achieving true wealth means balancing wants and needs, creating a meaningful legacy, and using money with purpose. Anything extra is a bonus.

·        To increase happiness and life satisfaction, spend on experiences and time with others, as research shows a positive link between money and happiness.

·        Leave a legacy through values-based philanthropy, making a significant impact in a specific area and passing it on to future generations by living your values.

·        Becoming a great investor isn't about knowing everything about financial markets, but developing mental models like Charlie Munger to make better life decisions and potentially grow wealth.

Connect with John:

Links Mentioned:

The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown: https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF

The Haimish Line by David Brooks: https://www.nytimes.com/2011/08/30/opinion/brooks-the-haimish-line.html

Twitter: https://twitter.com/bigdogtwo

LinkedIn: https://www.linkedin.com/in/john-jennings-433a054/

The IFOD: https://www.theifod.com/

Website: https://johnmjennings.com/

St. Louis Trust and Family Office: https://www.stlouistrust.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. 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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1881 Christina Lewis: Securing Your Loved Ones' Well-being Do you want to ensure that your high net worth estate plan includes proper guardianship nomination? Are you searching for a solution to achieve comprehensive guardianship in your estate planning strategy? Look no further, because our guest, Christina Lewis, will be sharing her expertise and guiding you towards achieving the desired outcome of secure guardianship within your estate plan. Join us as she provides valuable insights and practical tips to help you navigate the key considerations for guardianship in estate planning, so that you can safeguard your loved ones' future.   About Christina Lewis: Christina Lewis is an attorney with Law Office of Christina Lewis in Torrance, California. Ms. Lewis practices in the areas of estate planning, asset protection, and business law. She works with clients to plan and implement strategies to transfer family wealth and accomplish personal goals in a tax-efficient manner. Ms. Lewis advises fiduciaries in regards to the administration of trusts and estates. The transactional side of her practice includes drafting, negotiating, and advising clients on all types of documents and agreements, including shareholder, partnership and joint venture agreements, by-laws, association agreements, consulting agreements, noncompetition and nondisclosure agreements, representation agreements, management services agreements, leases, franchise agreements, license agreements, distribution agreements and other agreements and documents used in the operation of her clients' businesses. Ms. Lewis earned her undergraduate degree from the University of California Los Angeles and her J.D. degree from Loyola Law School.   Listen to this informative Your Life. Your Legacy. episode with Christina Lewis where she shares how to: ●    Learn effective estate planning and asset preservation strategies tailored for high-net-worth individuals to protect and grow your wealth for future generations. ●    Discover the importance of creating personalized and tailored estate plans to ensure your wishes are properly carried out and assets are distributed according to your desires. ●    Understand the key considerations for guardianship nomination in estate planning, ensuring the well-being and care of your loved ones if something should happen to you. ●    Explore the value of comprehensive estate planning beyond legal documentation, including strategies to minimize taxes, protect assets, and address complex family dynamics. ●    Learn about the significance and benefits of trust administration and probate services in estate planning, ensuring a smooth transfer of assets and protection of your legacy.   “Every estate plan is like a unique fingerprint, tailored to the individual's needs and wishes.” - Christina Lewis   Connect with Christina: Website: www.christinalewislaw.com LinkedIn: www.linkedin.com/in/christina-lewis-esq-041bb1 Facebook: https://www.facebook.com/christinalewislaw   About your guest host, Stephen Ting: Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development. Connect with Stephen: LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/ SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 12 Oct 2023 13:00:00 -0000 full 1 25 Stan Miller Do you want to ensure that your high net worth estate plan includes proper guardianship nomination? Are you searching for a solution to achieve comprehensive guardianship in your estate planning strategy? Look no further, because our guest, Christina Lewis, will be sharing her expertise and guiding you towards achieving the desired outcome of secure guardianship within your estate plan. Join us as she provides valuable insights and practical tips to help you navigate the key considerations for guardianship in estate planning, so that you can safeguard your loved ones' future.   About Christina Lewis: Christina Lewis is an attorney with Law Office of Christina Lewis in Torrance, California. Ms. Lewis practices in the areas of estate planning, asset protection, and business law. She works with clients to plan and implement strategies to transfer family wealth and accomplish personal goals in a tax-efficient manner. Ms. Lewis advises fiduciaries in regards to the administration of trusts and estates. The transactional side of her practice includes drafting, negotiating, and advising clients on all types of documents and agreements, including shareholder, partnership and joint venture agreements, by-laws, association agreements, consulting agreements, noncompetition and nondisclosure agreements, representation agreements, management services agreements, leases, franchise agreements, license agreements, distribution agreements and other agreements and documents used in the operation of her clients' businesses. Ms. Lewis earned her undergraduate degree from the University of California Los Angeles and her J.D. degree from Loyola Law School.   Listen to this informative Your Life. Your Legacy. episode with Christina Lewis where she shares how to: ●    Learn effective estate planning and asset preservation strategies tailored for high-net-worth individuals to protect and grow your wealth for future generations. ●    Discover the importance of creating personalized and tailored estate plans to ensure your wishes are properly carried out and assets are distributed according to your desires. ●    Understand the key considerations for guardianship nomination in estate planning, ensuring the well-being and care of your loved ones if something should happen to you. ●    Explore the value of comprehensive estate planning beyond legal documentation, including strategies to minimize taxes, protect assets, and address complex family dynamics. ●    Learn about the significance and benefits of trust administration and probate services in estate planning, ensuring a smooth transfer of assets and protection of your legacy.   “Every estate plan is like a unique fingerprint, tailored to the individual's needs and wishes.” - Christina Lewis   Connect with Christina: Website: www.christinalewislaw.com LinkedIn: www.linkedin.com/in/christina-lewis-esq-041bb1 Facebook: https://www.facebook.com/christinalewislaw   About your guest host, Stephen Ting: Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development. Connect with Stephen: LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/ SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282 Learn more about your ad choices. Visit megaphone.fm/adchoices Do you want to ensure that your high net worth estate plan includes proper guardianship nomination? Are you searching for a solution to achieve comprehensive guardianship in your estate planning strategy? Look no further, because our guest, Christina Lewis, will be sharing her expertise and guiding you towards achieving the desired outcome of secure guardianship within your estate plan. Join us as she provides valuable insights and practical tips to help you navigate the key considerations for guardianship in estate planning, so that you can safeguard your loved ones' future.

 

About Christina Lewis:

Christina Lewis is an attorney with Law Office of Christina Lewis in Torrance, California. Ms. Lewis practices in the areas of estate planning, asset protection, and business law. She works with clients to plan and implement strategies to transfer family wealth and accomplish personal goals in a tax-efficient manner. Ms. Lewis advises fiduciaries in regards to the administration of trusts and estates. The transactional side of her practice includes drafting, negotiating, and advising clients on all types of documents and agreements, including shareholder, partnership and joint venture agreements, by-laws, association agreements, consulting agreements, noncompetition and nondisclosure agreements, representation agreements, management services agreements, leases, franchise agreements, license agreements, distribution agreements and other agreements and documents used in the operation of her clients' businesses. Ms. Lewis earned her undergraduate degree from the University of California Los Angeles and her J.D. degree from Loyola Law School.

 

Listen to this informative Your Life. Your Legacy. episode with Christina Lewis where she shares how to:

●    Learn effective estate planning and asset preservation strategies tailored for high-net-worth individuals to protect and grow your wealth for future generations.

●    Discover the importance of creating personalized and tailored estate plans to ensure your wishes are properly carried out and assets are distributed according to your desires.

●    Understand the key considerations for guardianship nomination in estate planning, ensuring the well-being and care of your loved ones if something should happen to you.

●    Explore the value of comprehensive estate planning beyond legal documentation, including strategies to minimize taxes, protect assets, and address complex family dynamics.

●    Learn about the significance and benefits of trust administration and probate services in estate planning, ensuring a smooth transfer of assets and protection of your legacy.

 

“Every estate plan is like a unique fingerprint, tailored to the individual's needs and wishes.”

- Christina Lewis

 

Connect with Christina:

Website: www.christinalewislaw.com

LinkedIn: www.linkedin.com/in/christina-lewis-esq-041bb1

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

 

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development.

Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1081 Patricia de Fonte: Bringing Family Harmony to Estate Planning Patricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the field, she has received recognition for her commitment to clients and ethics, being named to the 2021 San Francisco Super Lawyers list and winning the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. With a strong background in estate planning, probate, and trust administration from Golden Gate University, Patricia approaches her work with a passion for social justice and strives to provide clients with a better experience in estate planning. Known for her warm and relatable personality, Patricia treats each of her clients as if they were one of her own. Listen to this informative Your Life. Your Legacy. episode with Patricia de Fonte as she shares the essence of family-focused estate planning, emphasizing the importance of creating a plan that considers not only money and taxes but also family harmony, trust, and personal values. She also delves into estate planning as an intimate process beyond just preparing documents, focusing on providing a client-centric experience.   Here is what to expect on this week’s show: ●    Estate planning is an integral part of life that deserves careful and personalized attention to secure assets and loved ones. A good estate plan gives you peace of mind no matter what life throws your way. ●    Patricia's approach to initial client meetings is by setting expectations, getting to know the clients and their values, and learning about their loved ones, who they trust, who they are worried about, and who they feel responsible for, as a means of providing value-based estate planning services. ●    Patricia and her firm ensure clients fully comprehend their documents through personalized meetings and a careful review process, including notary signing and a final funding review with the client for added security and peace of mind. ●    In addition, they assist their clients in putting together a solid financial team by finding and recommending the right advisors, brokers, and professionals and offering advice on how to build a successful working relationship with them.   Connect with Patricia: Links Mentioned: WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques: https://www.amazon.com/Estate-Planning-Strategies-Collective-Techniques/dp/0982177909   Guest Contact Info: Email: patricia@defontelaw.com Instagram: https://www.instagram.com/patriciadefonte/ Facebook: https://www.facebook.com/pdefontelaw/ LinkedIn: https://www.linkedin.com/in/defontelaw/ De Fonte Law PC: https://defontelaw.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. 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: Websites: https://pinnaclelegacylaw.com/  https://www.americanlegacynetwork.com/aln-home1 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 05 Oct 2023 13:00:00 -0000 full 1 24 Stan Miller Patricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the field, she has received recognition for her commitment to clients and ethics, being named to the 2021 San Francisco Super Lawyers list and winning the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. With a strong background in estate planning, probate, and trust administration from Golden Gate University, Patricia approaches her work with a passion for social justice and strives to provide clients with a better experience in estate planning. Known for her warm and relatable personality, Patricia treats each of her clients as if they were one of her own. Listen to this informative Your Life. Your Legacy. episode with Patricia de Fonte as she shares the essence of family-focused estate planning, emphasizing the importance of creating a plan that considers not only money and taxes but also family harmony, trust, and personal values. She also delves into estate planning as an intimate process beyond just preparing documents, focusing on providing a client-centric experience.   Here is what to expect on this week’s show: ●    Estate planning is an integral part of life that deserves careful and personalized attention to secure assets and loved ones. A good estate plan gives you peace of mind no matter what life throws your way. ●    Patricia's approach to initial client meetings is by setting expectations, getting to know the clients and their values, and learning about their loved ones, who they trust, who they are worried about, and who they feel responsible for, as a means of providing value-based estate planning services. ●    Patricia and her firm ensure clients fully comprehend their documents through personalized meetings and a careful review process, including notary signing and a final funding review with the client for added security and peace of mind. ●    In addition, they assist their clients in putting together a solid financial team by finding and recommending the right advisors, brokers, and professionals and offering advice on how to build a successful working relationship with them.   Connect with Patricia: Links Mentioned: WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques: https://www.amazon.com/Estate-Planning-Strategies-Collective-Techniques/dp/0982177909   Guest Contact Info: Email: patricia@defontelaw.com Instagram: https://www.instagram.com/patriciadefonte/ Facebook: https://www.facebook.com/pdefontelaw/ LinkedIn: https://www.linkedin.com/in/defontelaw/ De Fonte Law PC: https://defontelaw.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. 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: Websites: https://pinnaclelegacylaw.com/  https://www.americanlegacynetwork.com/aln-home1 Learn more about your ad choices. Visit megaphone.fm/adchoices Patricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the field, she has received recognition for her commitment to clients and ethics, being named to the 2021 San Francisco Super Lawyers list and winning the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. With a strong background in estate planning, probate, and trust administration from Golden Gate University, Patricia approaches her work with a passion for social justice and strives to provide clients with a better experience in estate planning. Known for her warm and relatable personality, Patricia treats each of her clients as if they were one of her own.

Listen to this informative Your Life. Your Legacy. episode with Patricia de Fonte as she shares the essence of family-focused estate planning, emphasizing the importance of creating a plan that considers not only money and taxes but also family harmony, trust, and personal values. She also delves into estate planning as an intimate process beyond just preparing documents, focusing on providing a client-centric experience.

 

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

●    Estate planning is an integral part of life that deserves careful and personalized attention to secure assets and loved ones. A good estate plan gives you peace of mind no matter what life throws your way.

●    Patricia's approach to initial client meetings is by setting expectations, getting to know the clients and their values, and learning about their loved ones, who they trust, who they are worried about, and who they feel responsible for, as a means of providing value-based estate planning services.

●    Patricia and her firm ensure clients fully comprehend their documents through personalized meetings and a careful review process, including notary signing and a final funding review with the client for added security and peace of mind.

●    In addition, they assist their clients in putting together a solid financial team by finding and recommending the right advisors, brokers, and professionals and offering advice on how to build a successful working relationship with them.

 

Connect with Patricia:

Links Mentioned:

WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques: https://www.amazon.com/Estate-Planning-Strategies-Collective-Techniques/dp/0982177909

 

Guest Contact Info:

Email: patricia@defontelaw.com

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

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

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

De Fonte Law PC: https://defontelaw.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. 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:

Websites: https://pinnaclelegacylaw.com/  https://www.americanlegacynetwork.com/aln-home1

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1681 Adam Christing: The Key to Leaving a Lasting Impact Through Your Financial Choices Do you want to understand how your financial choices can create a long-lasting impact aligned with your values? Are you seeking a solution to bridge the gap between money and the change you want to see in the world? Join us as Adam Christing shares his insights on how you can achieve the desired outcome by connecting your money to your values. Discover the pathway to creating a meaningful and lasting impact through your financial decisions. About Adam Christing: Adam Christing received the Best of Los Angeles Award as the #1 Event Master of Ceremonies in 2021. He has been featured on more than 100 TV and radio networks, including CNN, Fox News, and Entertainment Tonight. His forthcoming book is called We Got You: How to Gather Your Group, Galvanize Your People, and Grow Your Results. Adam is a graduate of Biola University and the CEO of CleanComedians.co Listen to this informative Your Life. Your Legacy. episode with Adam Christing where he shares how to: ●    Gain insight into the ways strong relationships can create a lasting legacy of significance. ●    Discover how investing in partnerships and clients paves the way for enduring success. ●    Understand the impactful role that listening deeply has in both interpersonal and business relationships. ●    Learn the art of appreciating current circumstances while nurturing existing opportunities, instead of persistently seeking external success. ●    Grasp the profound link between one's financial habits and core values in contributing to a meaningful legacy. Here is what to expect on this week’s show: ●    Insight into strong relationships Adam Christing asserts that qualities such as understanding, support, and active listening are central to strong interpersonal connections. ●    Investing in partnerships and clients Establishing a meaningful legacy demands more than fleeting interactions with clients; it requires investment in partnerships. ●    Impactful role of listening Adam Christing postulates that by effectively listening to your clients or loved ones, you make them feel valued and heard, which strengthens the bond and connection with them. “Leave a legacy of laughter and joy with your family, friends, and customers. It's all about creating memories.” - Adam Christing Connect with Adam: Connect with Adam: LinkedIn: https://www.linkedin.com/in/adam-christing/ website: http://www.AdamChristing.com website: Comedians For Hire | Corporate Events | Funny Clean Comedians®, Emcees & Speakers | Clean Comedians®  About your guest host, Karl "Doug" Hering: Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow. He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults.  He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings. Connect with Karl: LinkedIn: https://www.linkedin.com/in/doughering Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 28 Sep 2023 13:00:00 -0000 full 1 23 Stan Miller Do you want to understand how your financial choices can create a long-lasting impact aligned with your values? Are you seeking a solution to bridge the gap between money and the change you want to see in the world? Join us as Adam Christing shares his insights on how you can achieve the desired outcome by connecting your money to your values. Discover the pathway to creating a meaningful and lasting impact through your financial decisions. About Adam Christing: Adam Christing received the Best of Los Angeles Award as the #1 Event Master of Ceremonies in 2021. He has been featured on more than 100 TV and radio networks, including CNN, Fox News, and Entertainment Tonight. His forthcoming book is called We Got You: How to Gather Your Group, Galvanize Your People, and Grow Your Results. Adam is a graduate of Biola University and the CEO of CleanComedians.co Listen to this informative Your Life. Your Legacy. episode with Adam Christing where he shares how to: ●    Gain insight into the ways strong relationships can create a lasting legacy of significance. ●    Discover how investing in partnerships and clients paves the way for enduring success. ●    Understand the impactful role that listening deeply has in both interpersonal and business relationships. ●    Learn the art of appreciating current circumstances while nurturing existing opportunities, instead of persistently seeking external success. ●    Grasp the profound link between one's financial habits and core values in contributing to a meaningful legacy. Here is what to expect on this week’s show: ●    Insight into strong relationships Adam Christing asserts that qualities such as understanding, support, and active listening are central to strong interpersonal connections. ●    Investing in partnerships and clients Establishing a meaningful legacy demands more than fleeting interactions with clients; it requires investment in partnerships. ●    Impactful role of listening Adam Christing postulates that by effectively listening to your clients or loved ones, you make them feel valued and heard, which strengthens the bond and connection with them. “Leave a legacy of laughter and joy with your family, friends, and customers. It's all about creating memories.” - Adam Christing Connect with Adam: Connect with Adam: LinkedIn: https://www.linkedin.com/in/adam-christing/ website: http://www.AdamChristing.com website: Comedians For Hire | Corporate Events | Funny Clean Comedians®, Emcees & Speakers | Clean Comedians®  About your guest host, Karl "Doug" Hering: Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow. He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults.  He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings. Connect with Karl: LinkedIn: https://www.linkedin.com/in/doughering Learn more about your ad choices. Visit megaphone.fm/adchoices Do you want to understand how your financial choices can create a long-lasting impact aligned with your values? Are you seeking a solution to bridge the gap between money and the change you want to see in the world? Join us as Adam Christing shares his insights on how you can achieve the desired outcome by connecting your money to your values. Discover the pathway to creating a meaningful and lasting impact through your financial decisions.


About Adam Christing:

Adam Christing received the Best of Los Angeles Award as the #1 Event Master of Ceremonies in 2021. He has been featured on more than 100 TV and radio networks, including CNN, Fox News, and Entertainment Tonight. His forthcoming book is called We Got You: How to Gather Your Group, Galvanize Your People, and Grow Your Results. Adam is a graduate of Biola University and the CEO of CleanComedians.co

Listen to this informative Your Life. Your Legacy. episode with Adam Christing where he shares how to:

●    Gain insight into the ways strong relationships can create a lasting legacy of significance.

●    Discover how investing in partnerships and clients paves the way for enduring success.

●    Understand the impactful role that listening deeply has in both interpersonal and business relationships.

●    Learn the art of appreciating current circumstances while nurturing existing opportunities, instead of persistently seeking external success.

●    Grasp the profound link between one's financial habits and core values in contributing to a meaningful legacy.


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

●    Insight into strong relationships

Adam Christing asserts that qualities such as understanding, support, and active listening are central to strong interpersonal connections.

●    Investing in partnerships and clients

Establishing a meaningful legacy demands more than fleeting interactions with clients; it requires investment in partnerships.

●    Impactful role of listening

Adam Christing postulates that by effectively listening to your clients or loved ones, you make them feel valued and heard, which strengthens the bond and connection with them.


“Leave a legacy of laughter and joy with your family, friends, and customers. It's all about creating memories.” - Adam Christing


Connect with Adam:

Connect with Adam:

LinkedIn: https://www.linkedin.com/in/adam-christing/

website: http://www.AdamChristing.com

website: Comedians For Hire | Corporate Events | Funny Clean Comedians®, Emcees & Speakers | Clean Comedians® 


About your guest host, Karl "Doug" Hering:

Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow. He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults. 

He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings.


Connect with Karl:

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1497 Beth Handwerker: Incapacity Planning Essentials About Beth Handwerker: Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren't forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy. Beth is passionate about estate planning because she's seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother's ownership to her family's partnership ownership. The mistake was discovered 5 years after her mother's passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It's very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches!    Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to: ●    Explore the importance of estate planning in preserving your legacy. ●    Discern common pitfalls in estate planning and ways to avert them. ●    Master the art of planning for special needs children and setting up special needs trusts. ●    Become aware of integrating charitable donations into your estate plans for communal benefit. ●    Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills.   Here is what to expect on this week’s show: ●    Significance of Estate Planning This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes. ●    Common Missteps in Estate Planning Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues. ●    Planning for Special Needs Children Planning for special needs children presents unique challenges, requiring parents to think about their child's care long after they're gone.   “Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.” - Beth Handwerker   Connect with Beth: Website: https://www.jamesinvestment.com/  LinkedIn: https://www.linkedin.com/company/james-investment Email: bhandwerker@jamesinvestment.com X (Twitter): https://twitter.com/JamesInvt Facebook: https://www.facebook.com/jamesinvt About your guest host, J. Diane Robinson: J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients' unique needs are met. Connect with J. Diane: LinkedIn: https://www.linkedin.com/in/jdrobinson/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 21 Sep 2023 13:00:00 -0000 full 1 22 Stan Miller About Beth Handwerker: Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren't forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy. Beth is passionate about estate planning because she's seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother's ownership to her family's partnership ownership. The mistake was discovered 5 years after her mother's passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It's very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches!    Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to: ●    Explore the importance of estate planning in preserving your legacy. ●    Discern common pitfalls in estate planning and ways to avert them. ●    Master the art of planning for special needs children and setting up special needs trusts. ●    Become aware of integrating charitable donations into your estate plans for communal benefit. ●    Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills.   Here is what to expect on this week’s show: ●    Significance of Estate Planning This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes. ●    Common Missteps in Estate Planning Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues. ●    Planning for Special Needs Children Planning for special needs children presents unique challenges, requiring parents to think about their child's care long after they're gone.   “Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.” - Beth Handwerker   Connect with Beth: Website: https://www.jamesinvestment.com/  LinkedIn: https://www.linkedin.com/company/james-investment Email: bhandwerker@jamesinvestment.com X (Twitter): https://twitter.com/JamesInvt Facebook: https://www.facebook.com/jamesinvt About your guest host, J. Diane Robinson: J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients' unique needs are met. Connect with J. Diane: LinkedIn: https://www.linkedin.com/in/jdrobinson/ Learn more about your ad choices. Visit megaphone.fm/adchoices About Beth Handwerker:

Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren't forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy.

Beth is passionate about estate planning because she's seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother's ownership to her family's partnership ownership. The mistake was discovered 5 years after her mother's passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It's very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches!

  

Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to:

●    Explore the importance of estate planning in preserving your legacy.

●    Discern common pitfalls in estate planning and ways to avert them.

●    Master the art of planning for special needs children and setting up special needs trusts.

●    Become aware of integrating charitable donations into your estate plans for communal benefit.

●    Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills.

 

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

●    Significance of Estate Planning

This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes.

●    Common Missteps in Estate Planning

Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues.

●    Planning for Special Needs Children

Planning for special needs children presents unique challenges, requiring parents to think about their child's care long after they're gone.

 

“Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.”

- Beth Handwerker

 

Connect with Beth:

Website: https://www.jamesinvestment.com/ 

LinkedIn: https://www.linkedin.com/company/james-investment

Email: bhandwerker@jamesinvestment.com

X (Twitter): https://twitter.com/JamesInvt

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


About your guest host, J. Diane Robinson:

J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients' unique needs are met.

Connect with J. Diane:

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1677 Lauren Doyle: Don't Leave Your Estate to Chance - How Professional Guidance Can Save You Time and Money Are you interested in protecting your assets and ensuring your final wishes are carried out exactly as you desire? Looking for a way to avoid costly errors and ensure that your estate planning is legally secure? Join us as our guest, Lauren Doyle, shares her expertise and provides a solution to help you achieve peace of mind and make your intentions legally binding. Discover how professional guidance can help you safeguard your assets and guarantee that your wishes are upheld, no matter what. About Lauren Doyle: Lauren Doyle, an experienced business and estate planning attorney at TLD Law in Irvine, California, is known for her expertise in corporate counseling, business succession planning, and estate and tax planning. With a keen eye for detail, she guides clients through entity formation, excels in contract negotiation, and plays a pivotal role in complex mergers and acquisitions. Lauren's wealth of knowledge extends to crafting comprehensive estate plans and skillfully navigating trust administration, offering clients peace of mind in securing their legacies. Lauren is a dedicated professional who actively contributes to her field. Her achievements include being recognized as a Southern California Rising Star. She holds a J.D. from Western State University College of Law and a B.A. from New York University. Beyond her legal pursuits, Lauren Doyle's commitment to her community is evident through her involvement in professional organizations and her ongoing dedication to providing exceptional legal counsel to her clients. Listen to this informative Your Life. Your Legacy. episode with Lauren Doyle where she shares how to: ● Discern the crucial responsibility of estate planning young professionals often overlook. ● Recognize the risks and complications arising from unsatisfactory estate planning. ● Unravel the challenges tied up in estate planning, and understand the necessity of seeking professional guidance. ● Delve into the impacts of California’s property tax laws on inheritance. ● Experience the satisfaction that comes with guiding others in planning their estate and giving back to the community. Here is what to expect on this week’s show: ● Uncover the gravity of estate planning Lauren Doyle explains how integral a professionally drafted and regularly reviewed estate plan is for the effective management of one's assets posthumously. ● Grasp the potential ramifications Doyle highlights the potential pitfalls associated with inadequate or nonexistent estate planning, including significant financial loss due to complications such as probate fees, hefty property tax reassessments, and potential legal disputes among beneficiaries. ● Explore the common complexities Throughout the episode, Lauren discusses several common complexities that individuals must navigate when planning their estate. She delves into constant regulatory shifts, such as California's Proposition 19, and illuminates their potential impact on inherited properties. “You're going to cause a worse problem when you pass away and you're not there to explain why you did what you did.” - Lauren Doyle Connect with Lauren: Website: https://tldlaw.com/attorney/lauren-doyle/ (Company) LinkedIn: https://www.linkedin.com/in/lauren-m-doyle-esq-4545a568/ About your guest host, Stephen Ting: Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports, and is active in helping with community youth development. Connect with Stephen: LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/ SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Sep 2023 13:00:00 -0000 full 1 21 Stan Miller Are you interested in protecting your assets and ensuring your final wishes are carried out exactly as you desire? Looking for a way to avoid costly errors and ensure that your estate planning is legally secure? Join us as our guest, Lauren Doyle, shares her expertise and provides a solution to help you achieve peace of mind and make your intentions legally binding. Discover how professional guidance can help you safeguard your assets and guarantee that your wishes are upheld, no matter what. About Lauren Doyle: Lauren Doyle, an experienced business and estate planning attorney at TLD Law in Irvine, California, is known for her expertise in corporate counseling, business succession planning, and estate and tax planning. With a keen eye for detail, she guides clients through entity formation, excels in contract negotiation, and plays a pivotal role in complex mergers and acquisitions. Lauren's wealth of knowledge extends to crafting comprehensive estate plans and skillfully navigating trust administration, offering clients peace of mind in securing their legacies. Lauren is a dedicated professional who actively contributes to her field. Her achievements include being recognized as a Southern California Rising Star. She holds a J.D. from Western State University College of Law and a B.A. from New York University. Beyond her legal pursuits, Lauren Doyle's commitment to her community is evident through her involvement in professional organizations and her ongoing dedication to providing exceptional legal counsel to her clients. Listen to this informative Your Life. Your Legacy. episode with Lauren Doyle where she shares how to: ● Discern the crucial responsibility of estate planning young professionals often overlook. ● Recognize the risks and complications arising from unsatisfactory estate planning. ● Unravel the challenges tied up in estate planning, and understand the necessity of seeking professional guidance. ● Delve into the impacts of California’s property tax laws on inheritance. ● Experience the satisfaction that comes with guiding others in planning their estate and giving back to the community. Here is what to expect on this week’s show: ● Uncover the gravity of estate planning Lauren Doyle explains how integral a professionally drafted and regularly reviewed estate plan is for the effective management of one's assets posthumously. ● Grasp the potential ramifications Doyle highlights the potential pitfalls associated with inadequate or nonexistent estate planning, including significant financial loss due to complications such as probate fees, hefty property tax reassessments, and potential legal disputes among beneficiaries. ● Explore the common complexities Throughout the episode, Lauren discusses several common complexities that individuals must navigate when planning their estate. She delves into constant regulatory shifts, such as California's Proposition 19, and illuminates their potential impact on inherited properties. “You're going to cause a worse problem when you pass away and you're not there to explain why you did what you did.” - Lauren Doyle Connect with Lauren: Website: https://tldlaw.com/attorney/lauren-doyle/ (Company) LinkedIn: https://www.linkedin.com/in/lauren-m-doyle-esq-4545a568/ About your guest host, Stephen Ting: Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports, and is active in helping with community youth development. Connect with Stephen: LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/ SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282 Learn more about your ad choices. Visit megaphone.fm/adchoices Are you interested in protecting your assets and ensuring your final wishes are carried out exactly as you desire? Looking for a way to avoid costly errors and ensure that your estate planning is legally secure? Join us as our guest, Lauren Doyle, shares her expertise and provides a solution to help you achieve peace of mind and make your intentions legally binding. Discover how professional guidance can help you safeguard your assets and guarantee that your wishes are upheld, no matter what.


About Lauren Doyle:

Lauren Doyle, an experienced business and estate planning attorney at TLD Law in Irvine, California, is known for her expertise in corporate counseling, business succession planning, and estate and tax planning. With a keen eye for detail, she guides clients through entity formation, excels in contract negotiation, and plays a pivotal role in complex mergers and acquisitions. Lauren's wealth of knowledge extends to crafting comprehensive estate plans and skillfully navigating trust administration, offering clients peace of mind in securing their legacies.

Lauren is a dedicated professional who actively contributes to her field. Her achievements include being recognized as a Southern California Rising Star. She holds a J.D. from Western State University College of Law and a B.A. from New York University. Beyond her legal pursuits, Lauren Doyle's commitment to her community is evident through her involvement in professional organizations and her ongoing dedication to providing exceptional legal counsel to her clients.


Listen to this informative Your Life. Your Legacy. episode with Lauren Doyle where she shares how to:

● Discern the crucial responsibility of estate planning young professionals often overlook.

● Recognize the risks and complications arising from unsatisfactory estate planning.

● Unravel the challenges tied up in estate planning, and understand the necessity of seeking professional guidance.

● Delve into the impacts of California’s property tax laws on inheritance.

● Experience the satisfaction that comes with guiding others in planning their estate and giving back to the community.


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

● Uncover the gravity of estate planning

Lauren Doyle explains how integral a professionally drafted and regularly reviewed estate plan is for the effective management of one's assets posthumously.

● Grasp the potential ramifications

Doyle highlights the potential pitfalls associated with inadequate or nonexistent estate planning, including significant financial loss due to complications such as probate fees, hefty property tax reassessments, and potential legal disputes among beneficiaries.

● Explore the common complexities

Throughout the episode, Lauren discusses several common complexities that individuals must navigate when planning their estate. She delves into constant regulatory shifts, such as California's Proposition 19, and illuminates their potential impact on inherited properties.


“You're going to cause a worse problem when you pass away and you're not there to explain why you did what you did.”

- Lauren Doyle


Connect with Lauren:

Website: https://tldlaw.com/attorney/lauren-doyle/ (Company)

LinkedIn: https://www.linkedin.com/in/lauren-m-doyle-esq-4545a568/


About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports, and is active in helping with community youth development.


Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1431 Monica Goel: Navigating Incapacity and Loss In the world of law, Monica Goel's journey took an unexpected twist, leading her from the rivalry between two rival schools to a passion for safeguarding the rights of the elderly. Inspired by the often overlooked needs of this forgotten group, Monica delved deep into the field of elder abuse law, only to discover an even greater calling in estate planning and trust administration. Now, she tirelessly works at the law firm TLD, assisting families facing the challenges of incapacity and loss, guiding them in budgeting, finding appropriate caregivers, and providing care for their loved ones. With each case she takes on, Monica's story unfolds, weaving a tale of compassion and empowerment.   About Monica Goel: Monica Goel has been with her firm, TLD Law, since 1999, becoming a partner in 2010. With over two decades in law, she specializes in estate planning, trust administration, probate, and elder law, notably with a focus on special needs trusts. Based in the firmâs Long Beach and Irvine, CA offices, Monica has earned several awards, including the "Superb" rating by AVVO and recognition as a Top Woman Attorney in Southern California in 2016. Monica is a Certified Legal Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization. She has been recognized in Super Lawyers Magazine both as a Rising Star and later as a Southern California Super Lawyer in Trust & Estates from 2019 to 2022. In addition to her legal practice, Monica has taught at Cerritos College and UCI Extension.   Listen to this informative Your Life. Your Legacy. episode with Monica Goel where she shares how to: ●    Discover how vital estate planning can be, enabling the safeguarding of assets and the welfare of your loved ones. ●    Uncover the advantages of establishing a trust to circumvent complex, expensive probate processes. ●    Grasp the complexities of incapacity and loss, aiding families in budgeting, caregiving, and locating apt help. ●    Comprehend the probate court operation and its repercussions, bringing to light its time-intensive nature and potential challenges for dependents. ●    Acquire invaluable guidance and industry insights on estate planning from Monica Goel and her team at TLD Law. Here is what to expect on this week’s show: ●    Understanding the importance of estate planning A deep grasp of estate planning principles can alleviate unwanted anxiety and prepare families physically, emotionally, and financially for the inevitability of incapacity or loss. ●    Navigating the complexities of incapacity and loss Incapacitation and loss are emotionally poignant experiences often compounded by logistical complications that can cause additional stress. ●    Advantages of establishing a trust A trust can simplify the transfer of assets upon a person's passing, bypassing the often-complicated and lengthy process of probate.   “I love working with people and helping them preserve their wealth. I love helping families transition when it's needed - when someone passes away, or now more often when someone is facing incapacity. ” - Monica Goel   Connect with Monica: Website: https://tldlaw.com/ (Company) LinkedIn: https://www.linkedin.com/in/monica-goel-62a31114/   About your guest host, Stephen Ting: Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development. Connect with Stephen: LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/ SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 07 Sep 2023 13:00:00 -0000 full 1 20 Stan Miller In the world of law, Monica Goel's journey took an unexpected twist, leading her from the rivalry between two rival schools to a passion for safeguarding the rights of the elderly. Inspired by the often overlooked needs of this forgotten group, Monica delved deep into the field of elder abuse law, only to discover an even greater calling in estate planning and trust administration. Now, she tirelessly works at the law firm TLD, assisting families facing the challenges of incapacity and loss, guiding them in budgeting, finding appropriate caregivers, and providing care for their loved ones. With each case she takes on, Monica's story unfolds, weaving a tale of compassion and empowerment.   About Monica Goel: Monica Goel has been with her firm, TLD Law, since 1999, becoming a partner in 2010. With over two decades in law, she specializes in estate planning, trust administration, probate, and elder law, notably with a focus on special needs trusts. Based in the firmâs Long Beach and Irvine, CA offices, Monica has earned several awards, including the "Superb" rating by AVVO and recognition as a Top Woman Attorney in Southern California in 2016. Monica is a Certified Legal Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization. She has been recognized in Super Lawyers Magazine both as a Rising Star and later as a Southern California Super Lawyer in Trust & Estates from 2019 to 2022. In addition to her legal practice, Monica has taught at Cerritos College and UCI Extension.   Listen to this informative Your Life. Your Legacy. episode with Monica Goel where she shares how to: ●    Discover how vital estate planning can be, enabling the safeguarding of assets and the welfare of your loved ones. ●    Uncover the advantages of establishing a trust to circumvent complex, expensive probate processes. ●    Grasp the complexities of incapacity and loss, aiding families in budgeting, caregiving, and locating apt help. ●    Comprehend the probate court operation and its repercussions, bringing to light its time-intensive nature and potential challenges for dependents. ●    Acquire invaluable guidance and industry insights on estate planning from Monica Goel and her team at TLD Law. Here is what to expect on this week’s show: ●    Understanding the importance of estate planning A deep grasp of estate planning principles can alleviate unwanted anxiety and prepare families physically, emotionally, and financially for the inevitability of incapacity or loss. ●    Navigating the complexities of incapacity and loss Incapacitation and loss are emotionally poignant experiences often compounded by logistical complications that can cause additional stress. ●    Advantages of establishing a trust A trust can simplify the transfer of assets upon a person's passing, bypassing the often-complicated and lengthy process of probate.   “I love working with people and helping them preserve their wealth. I love helping families transition when it's needed - when someone passes away, or now more often when someone is facing incapacity. ” - Monica Goel   Connect with Monica: Website: https://tldlaw.com/ (Company) LinkedIn: https://www.linkedin.com/in/monica-goel-62a31114/   About your guest host, Stephen Ting: Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development. Connect with Stephen: LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/ SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282 Learn more about your ad choices. Visit megaphone.fm/adchoices In the world of law, Monica Goel's journey took an unexpected twist, leading her from the rivalry between two rival schools to a passion for safeguarding the rights of the elderly. Inspired by the often overlooked needs of this forgotten group, Monica delved deep into the field of elder abuse law, only to discover an even greater calling in estate planning and trust administration. Now, she tirelessly works at the law firm TLD, assisting families facing the challenges of incapacity and loss, guiding them in budgeting, finding appropriate caregivers, and providing care for their loved ones. With each case she takes on, Monica's story unfolds, weaving a tale of compassion and empowerment.

 

About Monica Goel:

Monica Goel has been with her firm, TLD Law, since 1999, becoming a partner in 2010. With over two decades in law, she specializes in estate planning, trust administration, probate, and elder law, notably with a focus on special needs trusts. Based in the firmâs Long Beach and Irvine, CA offices, Monica has earned several awards, including the "Superb" rating by AVVO and recognition as a Top Woman Attorney in Southern California in 2016.

Monica is a Certified Legal Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization. She has been recognized in Super Lawyers Magazine both as a Rising Star and later as a Southern California Super Lawyer in Trust & Estates from 2019 to 2022. In addition to her legal practice, Monica has taught at Cerritos College and UCI Extension.

 

Listen to this informative Your Life. Your Legacy. episode with Monica Goel where she shares how to:

●    Discover how vital estate planning can be, enabling the safeguarding of assets and the welfare of your loved ones.

●    Uncover the advantages of establishing a trust to circumvent complex, expensive probate processes.

●    Grasp the complexities of incapacity and loss, aiding families in budgeting, caregiving, and locating apt help.

●    Comprehend the probate court operation and its repercussions, bringing to light its time-intensive nature and potential challenges for dependents.

●    Acquire invaluable guidance and industry insights on estate planning from Monica Goel and her team at TLD Law.


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

●    Understanding the importance of estate planning

A deep grasp of estate planning principles can alleviate unwanted anxiety and prepare families physically, emotionally, and financially for the inevitability of incapacity or loss.

●    Navigating the complexities of incapacity and loss

Incapacitation and loss are emotionally poignant experiences often compounded by logistical complications that can cause additional stress.

●    Advantages of establishing a trust

A trust can simplify the transfer of assets upon a person's passing, bypassing the often-complicated and lengthy process of probate.

 

“I love working with people and helping them preserve their wealth. I love helping families transition when it's needed - when someone passes away, or now more often when someone is facing incapacity. ”

- Monica Goel

 

Connect with Monica:

Website: https://tldlaw.com/ (Company)

LinkedIn: https://www.linkedin.com/in/monica-goel-62a31114/

 

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development.


Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1273 Stephen Kirschenbaum: Unleashing Innovative Estate Planning Strategies Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve. About Stephen Kirschenbaum: Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steven focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses. He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations. Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to: ●    Grasp the significance of immediate estate planning for your future security. ●    Personalize your estate plans tailored to your unique needs. ●    Appreciate the role of expert collaboration in building a complete estate plan. ●    Gain insight into special considerations during estate planning from a Jewish viewpoint. ●    Discover the power of creativity in finding solutions to estate planning challenges.   Here is what to expect on this week’s show: ●    Immediate Estate Planning Significance Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure. ●    Personalized Estate Plans Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly. ●    Expert Collaboration in Estate Planning Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning.   “Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.” - Stephen Kirschenbaum   Connect with Stephen: Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/                https://www.ghplaw.com/ LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/   About your guest host, Steven H. Step: Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steven has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steven's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steven has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steven's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steven lives in the San Fernando Valley area of Los Angeles with his wife and their daughter. Connect with Steven: LinkedIn: https://www.linkedin.com/in/stevenstep/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 31 Aug 2023 13:00:00 -0000 full 1 19 Stan Miller Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve. About Stephen Kirschenbaum: Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steven focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses. He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations. Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to: ●    Grasp the significance of immediate estate planning for your future security. ●    Personalize your estate plans tailored to your unique needs. ●    Appreciate the role of expert collaboration in building a complete estate plan. ●    Gain insight into special considerations during estate planning from a Jewish viewpoint. ●    Discover the power of creativity in finding solutions to estate planning challenges.   Here is what to expect on this week’s show: ●    Immediate Estate Planning Significance Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure. ●    Personalized Estate Plans Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly. ●    Expert Collaboration in Estate Planning Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning.   “Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.” - Stephen Kirschenbaum   Connect with Stephen: Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/                https://www.ghplaw.com/ LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/   About your guest host, Steven H. Step: Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steven has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steven's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steven has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steven's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steven lives in the San Fernando Valley area of Los Angeles with his wife and their daughter. Connect with Steven: LinkedIn: https://www.linkedin.com/in/stevenstep/ Learn more about your ad choices. Visit megaphone.fm/adchoices Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve.

About Stephen Kirschenbaum:

Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steven focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses.

He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations.

Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to:

●    Grasp the significance of immediate estate planning for your future security.

●    Personalize your estate plans tailored to your unique needs.

●    Appreciate the role of expert collaboration in building a complete estate plan.

●    Gain insight into special considerations during estate planning from a Jewish viewpoint.

●    Discover the power of creativity in finding solutions to estate planning challenges.

 

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

●    Immediate Estate Planning Significance

Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure.

●    Personalized Estate Plans

Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly.

●    Expert Collaboration in Estate Planning

Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning.

 

“Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.”

- Stephen Kirschenbaum

 

Connect with Stephen:

Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/

               https://www.ghplaw.com/

LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/

 

About your guest host, Steven H. Step:

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steven has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steven's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steven has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steven's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steven lives in the San Fernando Valley area of Los Angeles with his wife and their daughter.

Connect with Steven:

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2140 Jean Walton: Creating A Lasting and Meaningful Legacy Through Entrepreneurship Unleash your inner misfit and join adventure-seeking entrepreneur Jean Walton as she defies norms, ignites her legacy, and empowers others to embrace entrepreneurship for a life of joyful experiences and lasting impact. About Jean Walton: Jean Walton is the founder of Everyday Girl Adventures Social Club and MissFit Networking Group. Jean believes that saying "yes" to every opportunity has afforded her the chance to experience many unique adventures that others may turn down due to timing or inconvenience. But adventure is everywhere--inspired by these memories and the time she shares with my girlfriends and family; She wants to help others find fun and joy in their everyday lives. Through Everyday Girl Adventures, she creates a variety of unique experiences for women to come together and make lasting memories in our local community. Feeling like a misfit in the business world, she started Missfit Networking to provide an opportunity for small, women-owned businesses to showcase their brand in a comfortable setting while creating connections and friendships with other female entrepreneurs. Both of these ventures support her mission of empowering and inspiring women to believe in themselves and make the most out of this life we have been given. Listen to this informative Your Life. Your Legacy. episode with Jean Walton where she shares how to: ●    Uncover how engaging in adventures can spark personal transformation. ●    Reinforce self-trust to overcome feelings of displacement. ●    Learn about creating diverse revenue pathways to achieve financial autonomy. ●    Unveil how business endeavors can shape an enduring legacy. ●    Absorb ways to stimulate the youth to architect their own future stories.   Here is what to expect on this week’s show: ●    Building Multiple Income Streams: Jean’s efforts embody the proactive spirit necessary for financial independence and longevity, reinforcing the broad theme of the episode - to create a powerful, lasting legacy. ●    Transformative Power of Adventure: Jean Walton highlights the importance and transformative power of embracing adventure in life. ●    Inner Confidence and Conquering Anomaly: Initially feeling out of place in business gatherings, she managed to overcome the feeling of anomaly by harnessing her inner confidence and using her unique perspective as an asset rather than a drawback.   “Don't be afraid to be a misfit in the entrepreneurial world. Embrace your unique ideas and create a networking group for other misfit entrepreneurs. You never know where it might lead.” - Jean Walton   Connect with Jean: Website: https://everydaygirladventures.com/ Facebook: https://www.facebook.com/Everydaygirladventures Instagram: https://instagram.com/everydaygirl_adventures TikTok: https://www.tiktok.com/@jeanwalton6   About your guest host, Karl "Doug" Hering: Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow.  He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults.  He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings. Connect with Karl: LinkedIn: https://www.linkedin.com/in/doughering Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Aug 2023 13:00:00 -0000 full 1 18 Stan Miller Unleash your inner misfit and join adventure-seeking entrepreneur Jean Walton as she defies norms, ignites her legacy, and empowers others to embrace entrepreneurship for a life of joyful experiences and lasting impact. About Jean Walton: Jean Walton is the founder of Everyday Girl Adventures Social Club and MissFit Networking Group. Jean believes that saying "yes" to every opportunity has afforded her the chance to experience many unique adventures that others may turn down due to timing or inconvenience. But adventure is everywhere--inspired by these memories and the time she shares with my girlfriends and family; She wants to help others find fun and joy in their everyday lives. Through Everyday Girl Adventures, she creates a variety of unique experiences for women to come together and make lasting memories in our local community. Feeling like a misfit in the business world, she started Missfit Networking to provide an opportunity for small, women-owned businesses to showcase their brand in a comfortable setting while creating connections and friendships with other female entrepreneurs. Both of these ventures support her mission of empowering and inspiring women to believe in themselves and make the most out of this life we have been given. Listen to this informative Your Life. Your Legacy. episode with Jean Walton where she shares how to: ●    Uncover how engaging in adventures can spark personal transformation. ●    Reinforce self-trust to overcome feelings of displacement. ●    Learn about creating diverse revenue pathways to achieve financial autonomy. ●    Unveil how business endeavors can shape an enduring legacy. ●    Absorb ways to stimulate the youth to architect their own future stories.   Here is what to expect on this week’s show: ●    Building Multiple Income Streams: Jean’s efforts embody the proactive spirit necessary for financial independence and longevity, reinforcing the broad theme of the episode - to create a powerful, lasting legacy. ●    Transformative Power of Adventure: Jean Walton highlights the importance and transformative power of embracing adventure in life. ●    Inner Confidence and Conquering Anomaly: Initially feeling out of place in business gatherings, she managed to overcome the feeling of anomaly by harnessing her inner confidence and using her unique perspective as an asset rather than a drawback.   “Don't be afraid to be a misfit in the entrepreneurial world. Embrace your unique ideas and create a networking group for other misfit entrepreneurs. You never know where it might lead.” - Jean Walton   Connect with Jean: Website: https://everydaygirladventures.com/ Facebook: https://www.facebook.com/Everydaygirladventures Instagram: https://instagram.com/everydaygirl_adventures TikTok: https://www.tiktok.com/@jeanwalton6   About your guest host, Karl "Doug" Hering: Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow.  He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults.  He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings. Connect with Karl: LinkedIn: https://www.linkedin.com/in/doughering Learn more about your ad choices. Visit megaphone.fm/adchoices Unleash your inner misfit and join adventure-seeking entrepreneur Jean Walton as she defies norms, ignites her legacy, and empowers others to embrace entrepreneurship for a life of joyful experiences and lasting impact.

About Jean Walton:

Jean Walton is the founder of Everyday Girl Adventures Social Club and MissFit Networking Group. Jean believes that saying "yes" to every opportunity has afforded her the chance to experience many unique adventures that others may turn down due to timing or inconvenience. But adventure is everywhere--inspired by these memories and the time she shares with my girlfriends and family; She wants to help others find fun and joy in their everyday lives.

Through Everyday Girl Adventures, she creates a variety of unique experiences for women to come together and make lasting memories in our local community. Feeling like a misfit in the business world, she started Missfit Networking to provide an opportunity for small, women-owned businesses to showcase their brand in a comfortable setting while creating connections and friendships with other female entrepreneurs. Both of these ventures support her mission of empowering and inspiring women to believe in themselves and make the most out of this life we have been given.


Listen to this informative Your Life. Your Legacy. episode with Jean Walton where she shares how to:

●    Uncover how engaging in adventures can spark personal transformation.

●    Reinforce self-trust to overcome feelings of displacement.

●    Learn about creating diverse revenue pathways to achieve financial autonomy.

●    Unveil how business endeavors can shape an enduring legacy.

●    Absorb ways to stimulate the youth to architect their own future stories.

 

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

●    Building Multiple Income Streams: Jean’s efforts embody the proactive spirit necessary for financial independence and longevity, reinforcing the broad theme of the episode - to create a powerful, lasting legacy.

●    Transformative Power of Adventure: Jean Walton highlights the importance and transformative power of embracing adventure in life.

●    Inner Confidence and Conquering Anomaly: Initially feeling out of place in business gatherings, she managed to overcome the feeling of anomaly by harnessing her inner confidence and using her unique perspective as an asset rather than a drawback.

 

“Don't be afraid to be a misfit in the entrepreneurial world. Embrace your unique ideas and create a networking group for other misfit entrepreneurs. You never know where it might lead.”

- Jean Walton

 

Connect with Jean:

Website: https://everydaygirladventures.com/

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

Instagram: https://instagram.com/everydaygirl_adventures

TikTok: https://www.tiktok.com/@jeanwalton6

 

About your guest host, Karl "Doug" Hering:

Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow.  He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults. 

He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings.

Connect with Karl:

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1833 Karen Buelterman: Secrets to Homeownership Success A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on outdated or misleading information available on the internet. About Karen Buelterman: Karen Buelterman works with Arbor Financial Group. She is committed to taking great care of people who are looking to buy or refinance a home. Karen has been in the mortgage industry since 2001 and has extensive knowledge in mortgage financing. She offers a vast array of products to fit almost every need while providing customized service. Karen communicates well and goes out of her way to make herself available to meet or discuss all options. She acts as a financial bridge that helps families achieve stability and security through home ownership. She has traveled to 37 countries and she uses this experience to help all clients of various backgrounds feel comfortable with her and the lending process to achieve their financial and mortgage dreams. She lives in San Diego with her husband and her white lab Devon. Working as a loan officer and helping someone become a homeowner is the most rewarding work she has ever done.   Listen to this informative Your Life. Your Legacy. episode with Karen Buelterman where she shares how to: ●    Discern how effective communication can streamline your mortgage proceedings. ●    Decipher the significance of trusting your mortgage loan specialist as an advisor. ●    Grasp the importance of staying relevant with updated guidelines in the mortgage realm. ●    Realize the immense value referrals can bring from prior clients and fellow professionals. ●    Explore the multiple channels of communication open with a mortgage loan specialist.   Here is what to expect on this week’s show: ●    Learn About Shifting Trends Karen keeps her finger on the pulse of the industry, providing clients with the most accurate and current information. ●    Discover Crucial Guidance When working with Karen, clients can expect guidance that is based on up-to-date industry practices and regulations. ●    Gain Expert Insights Getting a mortgage is a complex process, and having an expert like Karen Buelterman guide you can be a game-changer.   “I make sure that I go to the ends of the earth for my clients... to make sure that everybody gets what they want. But communication is key, really. ” - Karen Buelterman   Connect with Karen: LinkedIn: https://www.linkedin.com/in/karen-buelterman-27352724/ Website: https://arborfg.net/mortgage-brokers/lo/karen-buelterman/   About your guest host, Rod Hatley: The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 17 Aug 2023 13:00:00 -0000 full 1 17 Stan Miller A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on outdated or misleading information available on the internet. About Karen Buelterman: Karen Buelterman works with Arbor Financial Group. She is committed to taking great care of people who are looking to buy or refinance a home. Karen has been in the mortgage industry since 2001 and has extensive knowledge in mortgage financing. She offers a vast array of products to fit almost every need while providing customized service. Karen communicates well and goes out of her way to make herself available to meet or discuss all options. She acts as a financial bridge that helps families achieve stability and security through home ownership. She has traveled to 37 countries and she uses this experience to help all clients of various backgrounds feel comfortable with her and the lending process to achieve their financial and mortgage dreams. She lives in San Diego with her husband and her white lab Devon. Working as a loan officer and helping someone become a homeowner is the most rewarding work she has ever done.   Listen to this informative Your Life. Your Legacy. episode with Karen Buelterman where she shares how to: ●    Discern how effective communication can streamline your mortgage proceedings. ●    Decipher the significance of trusting your mortgage loan specialist as an advisor. ●    Grasp the importance of staying relevant with updated guidelines in the mortgage realm. ●    Realize the immense value referrals can bring from prior clients and fellow professionals. ●    Explore the multiple channels of communication open with a mortgage loan specialist.   Here is what to expect on this week’s show: ●    Learn About Shifting Trends Karen keeps her finger on the pulse of the industry, providing clients with the most accurate and current information. ●    Discover Crucial Guidance When working with Karen, clients can expect guidance that is based on up-to-date industry practices and regulations. ●    Gain Expert Insights Getting a mortgage is a complex process, and having an expert like Karen Buelterman guide you can be a game-changer.   “I make sure that I go to the ends of the earth for my clients... to make sure that everybody gets what they want. But communication is key, really. ” - Karen Buelterman   Connect with Karen: LinkedIn: https://www.linkedin.com/in/karen-buelterman-27352724/ Website: https://arborfg.net/mortgage-brokers/lo/karen-buelterman/   About your guest host, Rod Hatley: The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview Learn more about your ad choices. Visit megaphone.fm/adchoices A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on outdated or misleading information available on the internet.

About Karen Buelterman:

Karen Buelterman works with Arbor Financial Group. She is committed to taking great care of people who are looking to buy or refinance a home. Karen has been in the mortgage industry since 2001 and has extensive knowledge in mortgage financing. She offers a vast array of products to fit almost every need while providing customized service.

Karen communicates well and goes out of her way to make herself available to meet or discuss all options. She acts as a financial bridge that helps families achieve stability and security through home ownership.

She has traveled to 37 countries and she uses this experience to help all clients of various backgrounds feel comfortable with her and the lending process to achieve their financial and mortgage dreams. She lives in San Diego with her husband and her white lab Devon. Working as a loan officer and helping someone become a homeowner is the most rewarding work she has ever done.

 

Listen to this informative Your Life. Your Legacy. episode with Karen Buelterman where she shares how to:

●    Discern how effective communication can streamline your mortgage proceedings.

●    Decipher the significance of trusting your mortgage loan specialist as an advisor.

●    Grasp the importance of staying relevant with updated guidelines in the mortgage realm.

●    Realize the immense value referrals can bring from prior clients and fellow professionals.

●    Explore the multiple channels of communication open with a mortgage loan specialist.

 

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

●    Learn About Shifting Trends

Karen keeps her finger on the pulse of the industry, providing clients with the most accurate and current information.

●    Discover Crucial Guidance

When working with Karen, clients can expect guidance that is based on up-to-date industry practices and regulations.

●    Gain Expert Insights

Getting a mortgage is a complex process, and having an expert like Karen Buelterman guide you can be a game-changer.

 

“I make sure that I go to the ends of the earth for my clients... to make sure that everybody gets what they want. But communication is key, really. ”

- Karen Buelterman

 

Connect with Karen:

LinkedIn: https://www.linkedin.com/in/karen-buelterman-27352724/

Website: https://arborfg.net/mortgage-brokers/lo/karen-buelterman/

 

About your guest host, Rod Hatley:

The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1329 Catherine Bell: Creating Lasting Change Through Your Legacy Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Catherine Bell, as she debunks these myths and shares the truth about how everyone can contribute to making a difference. About Catherine Bell: Catherine Bell is a dynamic radio show host, professional speaker, accomplished author, and savvy financial expert who has earned the coveted title of "Financial Jedi Master" for her ability to transform timelines and fuel her investors' success. As the owner of a Hedge Fund, she is a passionate advocate for creating multiple streams of passive income for her investors, driven by a deep sense of responsibility to leave a positive impact on every person, property, and community that her team touches.  Catherine's unwavering dedication to her team and investors is rooted in her core value of family, shaped by her own experience as an adopted teenager. Her ultimate mission through her non-profit is to find loving homes for the 350,000 adoptable children in the US Foster Care System during her lifetime.  Listen to this informative Your Life. Your Legacy. episode with Catherine Bell where she shares how to: Grasp the power of resilience, pioneering through adversity to forge a transformative positive impact. Uncover the secrets behind constructing a robust passive income through smart real estate investments. Understand the crucial role estate planning plays in safeguarding your assets and fortifying your family’s future. Learn how anyone, regardless of financial bracing, can make significant contributions to society. Discover the indispensable role of continuous education in tracking and accomplishing your financial aspirations. Here is what to expect on this week’s show: Resilience Triumphs: Catherine Bell's story showcases resilience, overcoming hardships through determination, innovative thinking, and unwavering positivity. Transformative Adoption: Adopted at 16, Catherine's life transformed, emphasizing the power of new beginnings and personal growth. Global Impact: Through travel and volunteering, Catherine gained deep insights into diversity, fostering success in real estate while inspiring others. “Money is like oxygen - the more you have, the easier it is to breathe… the bigger the difference in the world you can make.”  - Catherine Bell Connect with Catherine Bell:  LinkedIn: https://www.linkedin.com/in/catherinebell-tig/  Website: https://www.titanimpactgroup.com/  About your guest host, Rod Hatley: The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating.  As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee. Connect with Rod Hatley: Website: https://hatleylawgroup.com/  Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 10 Aug 2023 13:00:00 -0000 full 1 16 Stan Miller Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Catherine Bell, as she debunks these myths and shares the truth about how everyone can contribute to making a difference. About Catherine Bell: Catherine Bell is a dynamic radio show host, professional speaker, accomplished author, and savvy financial expert who has earned the coveted title of "Financial Jedi Master" for her ability to transform timelines and fuel her investors' success. As the owner of a Hedge Fund, she is a passionate advocate for creating multiple streams of passive income for her investors, driven by a deep sense of responsibility to leave a positive impact on every person, property, and community that her team touches.  Catherine's unwavering dedication to her team and investors is rooted in her core value of family, shaped by her own experience as an adopted teenager. Her ultimate mission through her non-profit is to find loving homes for the 350,000 adoptable children in the US Foster Care System during her lifetime.  Listen to this informative Your Life. Your Legacy. episode with Catherine Bell where she shares how to: Grasp the power of resilience, pioneering through adversity to forge a transformative positive impact. Uncover the secrets behind constructing a robust passive income through smart real estate investments. Understand the crucial role estate planning plays in safeguarding your assets and fortifying your family’s future. Learn how anyone, regardless of financial bracing, can make significant contributions to society. Discover the indispensable role of continuous education in tracking and accomplishing your financial aspirations. Here is what to expect on this week’s show: Resilience Triumphs: Catherine Bell's story showcases resilience, overcoming hardships through determination, innovative thinking, and unwavering positivity. Transformative Adoption: Adopted at 16, Catherine's life transformed, emphasizing the power of new beginnings and personal growth. Global Impact: Through travel and volunteering, Catherine gained deep insights into diversity, fostering success in real estate while inspiring others. “Money is like oxygen - the more you have, the easier it is to breathe… the bigger the difference in the world you can make.”  - Catherine Bell Connect with Catherine Bell:  LinkedIn: https://www.linkedin.com/in/catherinebell-tig/  Website: https://www.titanimpactgroup.com/  About your guest host, Rod Hatley: The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating.  As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee. Connect with Rod Hatley: Website: https://hatleylawgroup.com/  Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview Learn more about your ad choices. Visit megaphone.fm/adchoices Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Catherine Bell, as she debunks these myths and shares the truth about how everyone can contribute to making a difference.

About Catherine Bell:

Catherine Bell is a dynamic radio show host, professional speaker, accomplished author, and savvy financial expert who has earned the coveted title of "Financial Jedi Master" for her ability to transform timelines and fuel her investors' success. As the owner of a Hedge Fund, she is a passionate advocate for creating multiple streams of passive income for her investors, driven by a deep sense of responsibility to leave a positive impact on every person, property, and community that her team touches. 

Catherine's unwavering dedication to her team and investors is rooted in her core value of family, shaped by her own experience as an adopted teenager. Her ultimate mission through her non-profit is to find loving homes for the 350,000 adoptable children in the US Foster Care System during her lifetime. 


Listen to this informative Your Life. Your Legacy. episode with Catherine Bell where she shares how to:

  • Grasp the power of resilience, pioneering through adversity to forge a transformative positive impact.
  • Uncover the secrets behind constructing a robust passive income through smart real estate investments.
  • Understand the crucial role estate planning plays in safeguarding your assets and fortifying your family’s future.
  • Learn how anyone, regardless of financial bracing, can make significant contributions to society.
  • Discover the indispensable role of continuous education in tracking and accomplishing your financial aspirations.


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

  • Resilience Triumphs: Catherine Bell's story showcases resilience, overcoming hardships through determination, innovative thinking, and unwavering positivity.
  • Transformative Adoption: Adopted at 16, Catherine's life transformed, emphasizing the power of new beginnings and personal growth.
  • Global Impact: Through travel and volunteering, Catherine gained deep insights into diversity, fostering success in real estate while inspiring others.


“Money is like oxygen - the more you have, the easier it is to breathe… the bigger the difference in the world you can make.” 

- Catherine Bell


Connect with Catherine Bell: 

LinkedIn: https://www.linkedin.com/in/catherinebell-tig/ 

Website: https://www.titanimpactgroup.com/ 


About your guest host, Rod Hatley:

The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating.  As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/ 

Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1707 Sheri Kohlmann: Incorporating Values and Stories in Estate Planning Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken? About Sheri Kohlmann: Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey.  She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources. Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to: ●    Delve into preserving personal narratives to dictate the values of tomorrow. ●    Get insights on fostering communal bonding through guided autobiography. ●    Grasp the magnitude of love's power in shaping our actions and outlook. ●    Recognize the role of modern technology in expanding global reach. ●    Grasp the significance of personal stories in initiating healing processes and mending relationships.   Here is what to expect on this week’s show: ●    Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning. ●    Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans. ●    Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships.   “Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.” - Sheri Kohlmann   Links Mentioned:   Connect with Sheri Kohlmann: Facebook: Sheri Kohlmann Instagram: sherikohlmann LinkedIn: https://www.linkedin.com/in/sherikohlmann/ Email: sheri.kohlmann@gmail.com Website: www.morethanwordsinc.com    About your guest host, 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 Thu, 03 Aug 2023 13:00:00 -0000 full 1 15 Stan Miller Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken? About Sheri Kohlmann: Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey.  She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources. Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to: ●    Delve into preserving personal narratives to dictate the values of tomorrow. ●    Get insights on fostering communal bonding through guided autobiography. ●    Grasp the magnitude of love's power in shaping our actions and outlook. ●    Recognize the role of modern technology in expanding global reach. ●    Grasp the significance of personal stories in initiating healing processes and mending relationships.   Here is what to expect on this week’s show: ●    Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning. ●    Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans. ●    Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships.   “Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.” - Sheri Kohlmann   Links Mentioned:   Connect with Sheri Kohlmann: Facebook: Sheri Kohlmann Instagram: sherikohlmann LinkedIn: https://www.linkedin.com/in/sherikohlmann/ Email: sheri.kohlmann@gmail.com Website: www.morethanwordsinc.com    About your guest host, 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 Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken?

About Sheri Kohlmann:

Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey. 

She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources.


Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to:

●    Delve into preserving personal narratives to dictate the values of tomorrow.

●    Get insights on fostering communal bonding through guided autobiography.

●    Grasp the magnitude of love's power in shaping our actions and outlook.

●    Recognize the role of modern technology in expanding global reach.

●    Grasp the significance of personal stories in initiating healing processes and mending relationships.

 

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

●    Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning.

●    Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans.

●    Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships.

 

“Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.”

- Sheri Kohlmann

 

Links Mentioned:

 

Connect with Sheri Kohlmann:

Facebook: Sheri Kohlmann

Instagram: sherikohlmann

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

Email: sheri.kohlmann@gmail.com

Website: www.morethanwordsinc.com 

 

About your guest host, 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

]]> 1437 Natalie Felsenfeld: Relationships Matter in Estate Planning Natalie Felsenfeld has been practicing estate planning, estate administration, real estate, and business law since she graduated in 2016 from Pace University Law School. She originally started out as a tax associate, and then started doing more of the planning side and has been in private practice with multiple firms until 2020 when she started her own solo practice in upstate New York. Her practice now includes working with families, couples, students, and retirees on estate planning matters, focusing on estates under the federal estate tax limit. She has also developed a wide range of experience in business law, including the establishment of 501(c)(3) organizations and LLCs, as well as the purchase and sale of real estate. Listen to this informative Your Life. Your Legacy. episode with Natalie Felsenfeld as she walks us through her work as an attorney and what makes her approach to estate planning unique. We also discuss how to build rapport with your clients and get them to open up to you, what to consider before signing your will, and the importance of work-life balance. Here is what to expect on this week’s show: As an attorney, it is essential that your clients understand what they are signing, what these documents are used for, and what will happen in the future for estate administration. It all starts with a conversation, with you trying to connect with your clients on a more personal level before going deeper into the assets to help them in preparing their will. The best part about going solo is having a very good work-life balance where you can offer a more boutique experience to your clients while also being able to do what you love and desire. Comfortability is the key. When your clients are in a comfortable environment, particularly their homes, they will tell you more information and you will learn a lot more about them. Connect with Natalie: Website: https://www.nsflegal.com/ Email: nfelsenfeld@nsflegal.com Phone: 914-323-8052 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 Jul 2023 13:00:00 -0000 full 1 14 Stan Miller Natalie Felsenfeld has been practicing estate planning, estate administration, real estate, and business law since she graduated in 2016 from Pace University Law School. She originally started out as a tax associate, and then started doing more of the planning side and has been in private practice with multiple firms until 2020 when she started her own solo practice in upstate New York. Her practice now includes working with families, couples, students, and retirees on estate planning matters, focusing on estates under the federal estate tax limit. She has also developed a wide range of experience in business law, including the establishment of 501(c)(3) organizations and LLCs, as well as the purchase and sale of real estate. Listen to this informative Your Life. Your Legacy. episode with Natalie Felsenfeld as she walks us through her work as an attorney and what makes her approach to estate planning unique. We also discuss how to build rapport with your clients and get them to open up to you, what to consider before signing your will, and the importance of work-life balance. Here is what to expect on this week’s show: As an attorney, it is essential that your clients understand what they are signing, what these documents are used for, and what will happen in the future for estate administration. It all starts with a conversation, with you trying to connect with your clients on a more personal level before going deeper into the assets to help them in preparing their will. The best part about going solo is having a very good work-life balance where you can offer a more boutique experience to your clients while also being able to do what you love and desire. Comfortability is the key. When your clients are in a comfortable environment, particularly their homes, they will tell you more information and you will learn a lot more about them. Connect with Natalie: Website: https://www.nsflegal.com/ Email: nfelsenfeld@nsflegal.com Phone: 914-323-8052 Learn more about your ad choices. Visit megaphone.fm/adchoices Natalie Felsenfeld has been practicing estate planning, estate administration, real estate, and business law since she graduated in 2016 from Pace University Law School. She originally started out as a tax associate, and then started doing more of the planning side and has been in private practice with multiple firms until 2020 when she started her own solo practice in upstate New York.

Her practice now includes working with families, couples, students, and retirees on estate planning matters, focusing on estates under the federal estate tax limit. She has also developed a wide range of experience in business law, including the establishment of 501(c)(3) organizations and LLCs, as well as the purchase and sale of real estate.

Listen to this informative Your Life. Your Legacy. episode with Natalie Felsenfeld as she walks us through her work as an attorney and what makes her approach to estate planning unique. We also discuss how to build rapport with your clients and get them to open up to you, what to consider before signing your will, and the importance of work-life balance.


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

  • As an attorney, it is essential that your clients understand what they are signing, what these documents are used for, and what will happen in the future for estate administration.
  • It all starts with a conversation, with you trying to connect with your clients on a more personal level before going deeper into the assets to help them in preparing their will.
  • The best part about going solo is having a very good work-life balance where you can offer a more boutique experience to your clients while also being able to do what you love and desire.
  • Comfortability is the key. When your clients are in a comfortable environment, particularly their homes, they will tell you more information and you will learn a lot more about them.


Connect with Natalie:

Website: https://www.nsflegal.com/

Email: nfelsenfeld@nsflegal.com

Phone: 914-323-8052

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1103 The Relationship Between Money and Happiness featuring John Jennings Discover the untold story of John Jennings, the finance and law expert whose journey took an unexpected turn. Brace yourself for an emotional rollercoaster as you uncover the surprising twist that made him revolutionize the way the ultra-rich navigate wealth. Are you ready to learn the secret to aligning money with personal values and goals for true fulfillment? Stay tuned to find out. About John Jennings: John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to client families. He is also a dedicated member of his community through his involvement in non-profit organizations and his teaching role at Washington University. Listen to this informative Legacy Leaders episode with John Jennings where he shares how to: ●    Gain insight into effective strategies for family philanthropy and how to bridge generational gaps in giving. ●    Learn how to efficiently manage wealth while undeniably instilling values in upcoming generations. ●    Explore the influence of the financial outlook on personal happiness and overall life satisfaction. ●    Acquire an understanding of designing estate planning and tax strategies according to individual needs. ●    Discover the critical relevance of aligning monetary resources with personal life goals and values. Here is what to expect on this week’s show: ●    John emphasizes the significance of investing in experiences rather than material possessions, as well as the benefits of nurturing social connections. He also highlights the need for wealthy individuals to understand their family legacy and how their resources can positively impact their own lives and the lives of others ●    John also delves into the correlation between wealth and happiness, debunking common misconceptions and providing evidence-backed tips for finding fulfillment through money. ●    With his upcoming book, The Uncertainty Solution, John offers additional resources for making confident financial decisions in an unpredictable world   “Being wealthy means having your wants and needs met, and anything above that is just the gravy. ” - John Jennings   Links Mentioned: The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown: https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF   The Haimish Line by David Brooks: https://www.nytimes.com/2011/08/30/opinion/brooks-the-haimish-line.html     Connect with John Jennings: Twitter: https://twitter.com/bigdogtwo LinkedIn: https://www.linkedin.com/in/john-jennings-433a054/ The IFOD: https://www.theifod.com/ Website: https://johnmjennings.com/ St. Louis Trust and Family Office: https://www.stlouistrust.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 20 Jul 2023 13:00:00 -0000 full 1 13 Stan Miller Discover the untold story of John Jennings, the finance and law expert whose journey took an unexpected turn. Brace yourself for an emotional rollercoaster as you uncover the surprising twist that made him revolutionize the way the ultra-rich navigate wealth. Are you ready to learn the secret to aligning money with personal values and goals for true fulfillment? Stay tuned to find out. About John Jennings: John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to client families. He is also a dedicated member of his community through his involvement in non-profit organizations and his teaching role at Washington University. Listen to this informative Legacy Leaders episode with John Jennings where he shares how to: ●    Gain insight into effective strategies for family philanthropy and how to bridge generational gaps in giving. ●    Learn how to efficiently manage wealth while undeniably instilling values in upcoming generations. ●    Explore the influence of the financial outlook on personal happiness and overall life satisfaction. ●    Acquire an understanding of designing estate planning and tax strategies according to individual needs. ●    Discover the critical relevance of aligning monetary resources with personal life goals and values. Here is what to expect on this week’s show: ●    John emphasizes the significance of investing in experiences rather than material possessions, as well as the benefits of nurturing social connections. He also highlights the need for wealthy individuals to understand their family legacy and how their resources can positively impact their own lives and the lives of others ●    John also delves into the correlation between wealth and happiness, debunking common misconceptions and providing evidence-backed tips for finding fulfillment through money. ●    With his upcoming book, The Uncertainty Solution, John offers additional resources for making confident financial decisions in an unpredictable world   “Being wealthy means having your wants and needs met, and anything above that is just the gravy. ” - John Jennings   Links Mentioned: The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown: https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF   The Haimish Line by David Brooks: https://www.nytimes.com/2011/08/30/opinion/brooks-the-haimish-line.html     Connect with John Jennings: Twitter: https://twitter.com/bigdogtwo LinkedIn: https://www.linkedin.com/in/john-jennings-433a054/ The IFOD: https://www.theifod.com/ Website: https://johnmjennings.com/ St. Louis Trust and Family Office: https://www.stlouistrust.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Discover the untold story of John Jennings, the finance and law expert whose journey took an unexpected turn. Brace yourself for an emotional rollercoaster as you uncover the surprising twist that made him revolutionize the way the ultra-rich navigate wealth. Are you ready to learn the secret to aligning money with personal values and goals for true fulfillment? Stay tuned to find out.

About John Jennings:

John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to client families. He is also a dedicated member of his community through his involvement in non-profit organizations and his teaching role at Washington University.

Listen to this informative Legacy Leaders episode with John Jennings where he shares how to:

●    Gain insight into effective strategies for family philanthropy and how to bridge generational gaps in giving.

●    Learn how to efficiently manage wealth while undeniably instilling values in upcoming generations.

●    Explore the influence of the financial outlook on personal happiness and overall life satisfaction.

●    Acquire an understanding of designing estate planning and tax strategies according to individual needs.

●    Discover the critical relevance of aligning monetary resources with personal life goals and values.

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

●    John emphasizes the significance of investing in experiences rather than material possessions, as well as the benefits of nurturing social connections. He also highlights the need for wealthy individuals to understand their family legacy and how their resources can positively impact their own lives and the lives of others

●    John also delves into the correlation between wealth and happiness, debunking common misconceptions and providing evidence-backed tips for finding fulfillment through money.

●    With his upcoming book, The Uncertainty Solution, John offers additional resources for making confident financial decisions in an unpredictable world

 

“Being wealthy means having your wants and needs met, and anything above that is just the gravy. ”

- John Jennings

 

Links Mentioned:

The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown:

https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF  

The Haimish Line by David Brooks:

https://www.nytimes.com/2011/08/30/opinion/brooks-the-haimish-line.html

 

 

Connect with John Jennings:

Twitter: https://twitter.com/bigdogtwo

LinkedIn: https://www.linkedin.com/in/john-jennings-433a054/

The IFOD: https://www.theifod.com/

Website: https://johnmjennings.com/

St. Louis Trust and Family Office: https://www.stlouistrust.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1856 Solving Business Challenges Featuring Ross Dietrich Have you heard these myths about financial management? Myth #1: One-size-fits-all financial solutions are effective for every business. Myth #2: Outsourcing financial management is expensive and unnecessary. Myth #3: Only big businesses need to worry about financial management. The truth is, every business has unique financial needs and tailoring solutions to fit those needs is crucial for success. Ross Dietrich, a financial management expert, will share insights on how to identify and address your business's specific financial challenges, ultimately leading to improved financial management and decision-making. Don't fall for these myths, join us for an eye-opening discussion with Ross Dietrich. About Ross Dietrich: Ross Dietrich, managing Partner of Price Kong, has over 20 years of accounting experience. He is a certified public accountant licensed in Arizona, Florida, Michigan, and New York. Ross focuses on providing attest services, which encompass audits, reviews of financial statements, and compilations. He has performed hundreds of financial statement and employee benefit plan audits during his career. Ross is also experienced in the areas of tax, accounting, business consulting, and succession planning, and has participated as an expert witness for several lawsuits to provide testimony on accounting matters.   Ross’s clients represent a wide range of industries and businesses, including construction, cannabis, financial, legal, governmental, closely-held businesses, and non-profit. He is a member of the Arizona Society of CPAs (ASCPA) and the American Institute of Certified Public Accountants (AICPA). Outside of the office, Ross enjoys golfing, bowling, church activities, and spending time with his wife and five children.  Ross earned a B.B.A. in Accounting from the University of Michigan. Prior to joining Price Kong, Ross worked in public accounting with another Arizona firm for seven years. Listen to this informative Legacy Leaders episode with Ross Dietrich where he shares how to: Unfold the hidden depths of the accounting profession and unlock unexpected opportunities in the field. Master the essential financial knowledge that empowers small businesses to maximize their growth potential. Formulate customized solutions designed to resonate with your clients' individual requirements. Identify the winning strategy for attracting and retaining high-caliber employees who are committed to your business's success. Establish the framework for building a positive work culture that breeds enthusiasm and motivation among team members. Here is what to expect on this week’s show: Business owners may encounter various misconceptions and challenges when it comes to financial management. Addressing these misconceptions head-on and acquiring expert guidance can lead to more precise financial decisions, resulting in overall business growth. A positive work culture fosters productivity, encourages innovation, and builds a strong team that shares common goals. By taking control of their financial situation, entrepreneurs can avoid common pitfalls, maintain steady growth, and secure a strong financial future for their business. “Most people are really good at what they do in their business. Generally, they're not really good business people in a sense that they just don't know the numbers. That's what I do. ”  - Ross Dietrich Links Mentioned:  https://www.pricekong.com/  (Price Kong Website) Connect with Ross Dietrich:  LinkedIn: https://www.linkedin.com/in/gary-ross-dietrich-cpa-b2a0b44/  Email: rdietrich@pkcpa.com   Price Kong Contact Information: 5300 N. Central Ave #200 Phoenix, AZ 85012 (602) 776-6300 (602) 279-4537 info@pkcpa.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 13 Jul 2023 13:00:00 -0000 full 1 12 Stan Miller Have you heard these myths about financial management? Myth #1: One-size-fits-all financial solutions are effective for every business. Myth #2: Outsourcing financial management is expensive and unnecessary. Myth #3: Only big businesses need to worry about financial management. The truth is, every business has unique financial needs and tailoring solutions to fit those needs is crucial for success. Ross Dietrich, a financial management expert, will share insights on how to identify and address your business's specific financial challenges, ultimately leading to improved financial management and decision-making. Don't fall for these myths, join us for an eye-opening discussion with Ross Dietrich. About Ross Dietrich: Ross Dietrich, managing Partner of Price Kong, has over 20 years of accounting experience. He is a certified public accountant licensed in Arizona, Florida, Michigan, and New York. Ross focuses on providing attest services, which encompass audits, reviews of financial statements, and compilations. He has performed hundreds of financial statement and employee benefit plan audits during his career. Ross is also experienced in the areas of tax, accounting, business consulting, and succession planning, and has participated as an expert witness for several lawsuits to provide testimony on accounting matters.   Ross’s clients represent a wide range of industries and businesses, including construction, cannabis, financial, legal, governmental, closely-held businesses, and non-profit. He is a member of the Arizona Society of CPAs (ASCPA) and the American Institute of Certified Public Accountants (AICPA). Outside of the office, Ross enjoys golfing, bowling, church activities, and spending time with his wife and five children.  Ross earned a B.B.A. in Accounting from the University of Michigan. Prior to joining Price Kong, Ross worked in public accounting with another Arizona firm for seven years. Listen to this informative Legacy Leaders episode with Ross Dietrich where he shares how to: Unfold the hidden depths of the accounting profession and unlock unexpected opportunities in the field. Master the essential financial knowledge that empowers small businesses to maximize their growth potential. Formulate customized solutions designed to resonate with your clients' individual requirements. Identify the winning strategy for attracting and retaining high-caliber employees who are committed to your business's success. Establish the framework for building a positive work culture that breeds enthusiasm and motivation among team members. Here is what to expect on this week’s show: Business owners may encounter various misconceptions and challenges when it comes to financial management. Addressing these misconceptions head-on and acquiring expert guidance can lead to more precise financial decisions, resulting in overall business growth. A positive work culture fosters productivity, encourages innovation, and builds a strong team that shares common goals. By taking control of their financial situation, entrepreneurs can avoid common pitfalls, maintain steady growth, and secure a strong financial future for their business. “Most people are really good at what they do in their business. Generally, they're not really good business people in a sense that they just don't know the numbers. That's what I do. ”  - Ross Dietrich Links Mentioned:  https://www.pricekong.com/  (Price Kong Website) Connect with Ross Dietrich:  LinkedIn: https://www.linkedin.com/in/gary-ross-dietrich-cpa-b2a0b44/  Email: rdietrich@pkcpa.com   Price Kong Contact Information: 5300 N. Central Ave #200 Phoenix, AZ 85012 (602) 776-6300 (602) 279-4537 info@pkcpa.com Learn more about your ad choices. Visit megaphone.fm/adchoices Have you heard these myths about financial management? Myth #1: One-size-fits-all financial solutions are effective for every business. Myth #2: Outsourcing financial management is expensive and unnecessary. Myth #3: Only big businesses need to worry about financial management. The truth is, every business has unique financial needs and tailoring solutions to fit those needs is crucial for success. Ross Dietrich, a financial management expert, will share insights on how to identify and address your business's specific financial challenges, ultimately leading to improved financial management and decision-making. Don't fall for these myths, join us for an eye-opening discussion with Ross Dietrich.

About Ross Dietrich:

Ross Dietrich, managing Partner of Price Kong, has over 20 years of accounting experience. He is a certified public accountant licensed in Arizona, Florida, Michigan, and New York. Ross focuses on providing attest services, which encompass audits, reviews of financial statements, and compilations. He has performed hundreds of financial statement and employee benefit plan audits during his career. Ross is also experienced in the areas of tax, accounting, business consulting, and succession planning, and has participated as an expert witness for several lawsuits to provide testimony on accounting matters.  

Ross’s clients represent a wide range of industries and businesses, including construction, cannabis, financial, legal, governmental, closely-held businesses, and non-profit. He is a member of the Arizona Society of CPAs (ASCPA) and the American Institute of Certified Public Accountants (AICPA). Outside of the office, Ross enjoys golfing, bowling, church activities, and spending time with his wife and five children. 

Ross earned a B.B.A. in Accounting from the University of Michigan. Prior to joining Price Kong, Ross worked in public accounting with another Arizona firm for seven years.

Listen to this informative Legacy Leaders episode with Ross Dietrich where he shares how to:

  • Unfold the hidden depths of the accounting profession and unlock unexpected opportunities in the field.
  • Master the essential financial knowledge that empowers small businesses to maximize their growth potential.
  • Formulate customized solutions designed to resonate with your clients' individual requirements.
  • Identify the winning strategy for attracting and retaining high-caliber employees who are committed to your business's success.
  • Establish the framework for building a positive work culture that breeds enthusiasm and motivation among team members.

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

  • Business owners may encounter various misconceptions and challenges when it comes to financial management. Addressing these misconceptions head-on and acquiring expert guidance can lead to more precise financial decisions, resulting in overall business growth.
  • A positive work culture fosters productivity, encourages innovation, and builds a strong team that shares common goals.
  • By taking control of their financial situation, entrepreneurs can avoid common pitfalls, maintain steady growth, and secure a strong financial future for their business.

“Most people are really good at what they do in their business. Generally, they're not really good business people in a sense that they just don't know the numbers. That's what I do. ” 

- Ross Dietrich


Links Mentioned: 

https://www.pricekong.com/  (Price Kong Website)

Connect with Ross Dietrich: 

LinkedIn: https://www.linkedin.com/in/gary-ross-dietrich-cpa-b2a0b44/ 

Email: rdietrich@pkcpa.com  

Price Kong Contact Information:

5300 N. Central Ave #200 Phoenix, AZ 85012

(602) 776-6300

(602) 279-4537

info@pkcpa.com



Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1379 Long-Term Vision in Estate Planning featuring George Steiner Does this sound familiar? You have been working towards leaving a lasting impact but are struggling to make progress. Maybe you've been told to focus solely on leaving a legacy, but deep down, you know there is more to it than that. You want to create something that will stand the test of time, something that will make a difference for generations to come. The pain of feeling like you're not making a significant impact can be overwhelming. But the good news is, you're not alone, and there is a better way. In this episode, we explore the importance of creating a meaningful heritage alongside a legacy, and how it can lead to a lasting impact. About George Steiner: George Steiner has worked in Russia since 1991, with the International Bible Society, Children’s HopeChest, and now Orphan’s Tree. In his role, he provides vision and leadership for the ministry. Group homes, ministry centers, peer-to-peer mentorship, and foster care initiatives, among other programs, have been birthed through his vision and under his leadership. In addition to managing staff, every year George participates in a trip with U.S. church volunteers, working directly with orphans to retain close contact with the ministry audience. He also is the lead staff member for major donor relations.  Born into a missionary family, George has always been interested in people of different cultures. He graduated from Oral Roberts University with a degree in sociology and business administration and began working in fund development. He continued this until his work took him to the USSR. On numerous visits, he witnessed the hundreds of thousands of children lost in the orphanage system during the transition from the USSR to the Russian Federation. Burdened by the overall needs of orphans, he founded Children’s HopeChest in 1994 to serve the needs of institutionalized orphans. Seeing changing orphan care needs, George established Orphan’s Tree in 2008 to assist in creating healthy families for older orphans and to help break their orphan cycle.  Listen to this informative Legacy Leaders episode with George Steiner where he shares how to: Unveil the importance of a strong long-term vision and dedication to your life's calling. Delve into the essential components of supporting young adults transitioning out of orphanages. Comprehend how to create an enduring heritage along with a significant legacy. Examine the progression towards foster care in Russia, transitioning from institutionalized systems. Learn to tackle challenges and errors through obedience and unwavering commitment. Here is what to expect on this week’s show: The success of an organization depends on strong leadership, clear vision, and cultural understanding. Organizations must remain adaptable to change and be cognizant of local customs and values to successfully connect with the communities they serve. Addressing the needs of post-orphanage care is crucial in providing support to young adults transitioning out of orphanages.  Discovering one's role in life is about recognizing personal passions, talents, and opportunities that align with them. Finding a fulfilling role allows people to use their unique qualities for the greater good.  “One of the things that I think is true about anything in life is change is inevitable. And we have to be able to stay on top of that change and say, okay, how do we do things differently now? ”  - George Steiner Links Mentioned:  http://orphanstree.org/ (Orphan’s Springs Website) Connect with George Steiner:  Email: gsteiner@orphanstree.org Orphan’s Springs information: 719-359-8449 PO Box 62904, Colorado Springs, CO 80962 Donate here: http://orphanstree.org/donate  Website: http://orphanstree.org/  Facebook: https://www.facebook.com/orphanstree/  Twitter: https://twitter.com/OrphansTree  YouTube: https://www.youtube.com/user/orphanstree Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 06 Jul 2023 13:00:00 -0000 full 1 11 Stan Miller Does this sound familiar? You have been working towards leaving a lasting impact but are struggling to make progress. Maybe you've been told to focus solely on leaving a legacy, but deep down, you know there is more to it than that. You want to create something that will stand the test of time, something that will make a difference for generations to come. The pain of feeling like you're not making a significant impact can be overwhelming. But the good news is, you're not alone, and there is a better way. In this episode, we explore the importance of creating a meaningful heritage alongside a legacy, and how it can lead to a lasting impact. About George Steiner: George Steiner has worked in Russia since 1991, with the International Bible Society, Children’s HopeChest, and now Orphan’s Tree. In his role, he provides vision and leadership for the ministry. Group homes, ministry centers, peer-to-peer mentorship, and foster care initiatives, among other programs, have been birthed through his vision and under his leadership. In addition to managing staff, every year George participates in a trip with U.S. church volunteers, working directly with orphans to retain close contact with the ministry audience. He also is the lead staff member for major donor relations.  Born into a missionary family, George has always been interested in people of different cultures. He graduated from Oral Roberts University with a degree in sociology and business administration and began working in fund development. He continued this until his work took him to the USSR. On numerous visits, he witnessed the hundreds of thousands of children lost in the orphanage system during the transition from the USSR to the Russian Federation. Burdened by the overall needs of orphans, he founded Children’s HopeChest in 1994 to serve the needs of institutionalized orphans. Seeing changing orphan care needs, George established Orphan’s Tree in 2008 to assist in creating healthy families for older orphans and to help break their orphan cycle.  Listen to this informative Legacy Leaders episode with George Steiner where he shares how to: Unveil the importance of a strong long-term vision and dedication to your life's calling. Delve into the essential components of supporting young adults transitioning out of orphanages. Comprehend how to create an enduring heritage along with a significant legacy. Examine the progression towards foster care in Russia, transitioning from institutionalized systems. Learn to tackle challenges and errors through obedience and unwavering commitment. Here is what to expect on this week’s show: The success of an organization depends on strong leadership, clear vision, and cultural understanding. Organizations must remain adaptable to change and be cognizant of local customs and values to successfully connect with the communities they serve. Addressing the needs of post-orphanage care is crucial in providing support to young adults transitioning out of orphanages.  Discovering one's role in life is about recognizing personal passions, talents, and opportunities that align with them. Finding a fulfilling role allows people to use their unique qualities for the greater good.  “One of the things that I think is true about anything in life is change is inevitable. And we have to be able to stay on top of that change and say, okay, how do we do things differently now? ”  - George Steiner Links Mentioned:  http://orphanstree.org/ (Orphan’s Springs Website) Connect with George Steiner:  Email: gsteiner@orphanstree.org Orphan’s Springs information: 719-359-8449 PO Box 62904, Colorado Springs, CO 80962 Donate here: http://orphanstree.org/donate  Website: http://orphanstree.org/  Facebook: https://www.facebook.com/orphanstree/  Twitter: https://twitter.com/OrphansTree  YouTube: https://www.youtube.com/user/orphanstree Learn more about your ad choices. Visit megaphone.fm/adchoices Does this sound familiar? You have been working towards leaving a lasting impact but are struggling to make progress. Maybe you've been told to focus solely on leaving a legacy, but deep down, you know there is more to it than that. You want to create something that will stand the test of time, something that will make a difference for generations to come. The pain of feeling like you're not making a significant impact can be overwhelming. But the good news is, you're not alone, and there is a better way. In this episode, we explore the importance of creating a meaningful heritage alongside a legacy, and how it can lead to a lasting impact.

About George Steiner:

George Steiner has worked in Russia since 1991, with the International Bible Society, Children’s HopeChest, and now Orphan’s Tree. In his role, he provides vision and leadership for the ministry. Group homes, ministry centers, peer-to-peer mentorship, and foster care initiatives, among other programs, have been birthed through his vision and under his leadership. In addition to managing staff, every year George participates in a trip with U.S. church volunteers, working directly with orphans to retain close contact with the ministry audience. He also is the lead staff member for major donor relations. 

Born into a missionary family, George has always been interested in people of different cultures. He graduated from Oral Roberts University with a degree in sociology and business administration and began working in fund development. He continued this until his work took him to the USSR. On numerous visits, he witnessed the hundreds of thousands of children lost in the orphanage system during the transition from the USSR to the Russian Federation. Burdened by the overall needs of orphans, he founded Children’s HopeChest in 1994 to serve the needs of institutionalized orphans. Seeing changing orphan care needs, George established Orphan’s Tree in 2008 to assist in creating healthy families for older orphans and to help break their orphan cycle. 

Listen to this informative Legacy Leaders episode with George Steiner where he shares how to:

  • Unveil the importance of a strong long-term vision and dedication to your life's calling.
  • Delve into the essential components of supporting young adults transitioning out of orphanages.
  • Comprehend how to create an enduring heritage along with a significant legacy.
  • Examine the progression towards foster care in Russia, transitioning from institutionalized systems.
  • Learn to tackle challenges and errors through obedience and unwavering commitment.

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

  • The success of an organization depends on strong leadership, clear vision, and cultural understanding. Organizations must remain adaptable to change and be cognizant of local customs and values to successfully connect with the communities they serve.
  • Addressing the needs of post-orphanage care is crucial in providing support to young adults transitioning out of orphanages. 
  • Discovering one's role in life is about recognizing personal passions, talents, and opportunities that align with them. Finding a fulfilling role allows people to use their unique qualities for the greater good. 

“One of the things that I think is true about anything in life is change is inevitable. And we have to be able to stay on top of that change and say, okay, how do we do things differently now? ” 

- George Steiner

Links Mentioned: 

http://orphanstree.org/ (Orphan’s Springs Website)

Connect with George Steiner: 

Email: gsteiner@orphanstree.org

Orphan’s Springs information:

719-359-8449

PO Box 62904, Colorado Springs, CO 80962

Donate here: http://orphanstree.org/donate 

Website: http://orphanstree.org/ 

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

Twitter: https://twitter.com/OrphansTree 

YouTube: https://www.youtube.com/user/orphanstree

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1670 Navigating Business Succession & Tax Planning featuring Leighton Tyau If you're feeling overwhelmed and anxious about the thought of your complex estate or blended family's future, despite your efforts to plan ahead, then you are not alone! Despite your attempts at organizing your affairs and minimizing your tax burden, you may still feel uncertain about what will happen after you're gone. You may also be experiencing a sense of frustration and confusion about how to effectively plan for the future, as standard estate planning methods may not be suitable for your unique circumstances. However, by seeking personalized estate and tax planning solutions, you can achieve peace of mind and ensure that your legacy is protected.   About Leighton Tyau: Leighton Tyau is the founder and principal attorney at Copper State Estate Planning, an Arizona-based boutique law firm specializing in tailored estate planning services. With a background in economics and law, Leighton is passionate about helping families build and preserve their legacies through personalized service. Focusing on complex estate planning matters like business succession, trusts, and tax planning, Leighton provides customized solutions for each unique client. An active member of prestigious professional organizations and involved in philanthropic endeavors, Leighton prioritizes long-term relationships with clients and is dedicated to offering the highest level of service and support   Listen to this informative Legacy Leaders episode with Leighton Tyau about: ●    Discover the vital role of estate and tax planning in providing peace of mind through tailored solutions. ●    Learn how tax planning is the cornerstone for protecting your financial future. ●    Debunk common estate planning myths, such as families avoiding disputes over assets. ●    Uncover the necessity of crafting unique plans for clients with intricate estate requirements. ●    Recognize the advantages of proactive planning in saving time, reducing stress, and minimizing expenses for loved ones.   Here is what to expect on this week’s show: ●    Estate planning is essential for individuals who want to ensure the proper distribution of their assets and protect their loved ones' financial well-being upon their passing. ●    While estate planning focuses on the distribution of assets, tax planning efficiently minimizes tax liability throughout an individual's lifetime and after death. ●    One such misconception is that family members won't dispute inheritances, causing friction between relatives. However, according to Tyau, estate planning should consider even the smallest, seemingly insignificant items as these can often lead to family discord. ●    Professional estate and tax planning can preserve and grow a person's assets while minimizing taxes and incorporating strategies, such as the use of a bypass trust and deceased spouse unused exemption, to optimize financial outcomes. ●    By engaging in a long-term relationship with a skilled attorney, clients enjoy the added benefit of trust while ensuring their assets and loved ones are protected.   “Every client is a puzzle where I can figure out which pieces I can shift this way or that way to get the best possible outcome for the client and the client's family.” - Leighton Tyau   Links Mentioned:   Connect with Leighton: LinkedIn: https://www.linkedin.com/in/leighton-tyau/   Information on Leighton’s Company: Website: https://copperstateplanning.com/ Phone Number: 480-442-6413 Office Locations: 4435 E Chandler Blvd #200 Phoenix, AZ 85048       By Appointment Only         2999 N 44th St Suite 450, Phoenix, AZ 85018       By Appointment Only Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 29 Jun 2023 13:00:00 -0000 full 1 10 Stan Miller If you're feeling overwhelmed and anxious about the thought of your complex estate or blended family's future, despite your efforts to plan ahead, then you are not alone! Despite your attempts at organizing your affairs and minimizing your tax burden, you may still feel uncertain about what will happen after you're gone. You may also be experiencing a sense of frustration and confusion about how to effectively plan for the future, as standard estate planning methods may not be suitable for your unique circumstances. However, by seeking personalized estate and tax planning solutions, you can achieve peace of mind and ensure that your legacy is protected.   About Leighton Tyau: Leighton Tyau is the founder and principal attorney at Copper State Estate Planning, an Arizona-based boutique law firm specializing in tailored estate planning services. With a background in economics and law, Leighton is passionate about helping families build and preserve their legacies through personalized service. Focusing on complex estate planning matters like business succession, trusts, and tax planning, Leighton provides customized solutions for each unique client. An active member of prestigious professional organizations and involved in philanthropic endeavors, Leighton prioritizes long-term relationships with clients and is dedicated to offering the highest level of service and support   Listen to this informative Legacy Leaders episode with Leighton Tyau about: ●    Discover the vital role of estate and tax planning in providing peace of mind through tailored solutions. ●    Learn how tax planning is the cornerstone for protecting your financial future. ●    Debunk common estate planning myths, such as families avoiding disputes over assets. ●    Uncover the necessity of crafting unique plans for clients with intricate estate requirements. ●    Recognize the advantages of proactive planning in saving time, reducing stress, and minimizing expenses for loved ones.   Here is what to expect on this week’s show: ●    Estate planning is essential for individuals who want to ensure the proper distribution of their assets and protect their loved ones' financial well-being upon their passing. ●    While estate planning focuses on the distribution of assets, tax planning efficiently minimizes tax liability throughout an individual's lifetime and after death. ●    One such misconception is that family members won't dispute inheritances, causing friction between relatives. However, according to Tyau, estate planning should consider even the smallest, seemingly insignificant items as these can often lead to family discord. ●    Professional estate and tax planning can preserve and grow a person's assets while minimizing taxes and incorporating strategies, such as the use of a bypass trust and deceased spouse unused exemption, to optimize financial outcomes. ●    By engaging in a long-term relationship with a skilled attorney, clients enjoy the added benefit of trust while ensuring their assets and loved ones are protected.   “Every client is a puzzle where I can figure out which pieces I can shift this way or that way to get the best possible outcome for the client and the client's family.” - Leighton Tyau   Links Mentioned:   Connect with Leighton: LinkedIn: https://www.linkedin.com/in/leighton-tyau/   Information on Leighton’s Company: Website: https://copperstateplanning.com/ Phone Number: 480-442-6413 Office Locations: 4435 E Chandler Blvd #200 Phoenix, AZ 85048       By Appointment Only         2999 N 44th St Suite 450, Phoenix, AZ 85018       By Appointment Only Learn more about your ad choices. Visit megaphone.fm/adchoices If you're feeling overwhelmed and anxious about the thought of your complex estate or blended family's future, despite your efforts to plan ahead, then you are not alone! Despite your attempts at organizing your affairs and minimizing your tax burden, you may still feel uncertain about what will happen after you're gone. You may also be experiencing a sense of frustration and confusion about how to effectively plan for the future, as standard estate planning methods may not be suitable for your unique circumstances. However, by seeking personalized estate and tax planning solutions, you can achieve peace of mind and ensure that your legacy is protected.

 

About Leighton Tyau:

Leighton Tyau is the founder and principal attorney at Copper State Estate Planning, an Arizona-based boutique law firm specializing in tailored estate planning services. With a background in economics and law, Leighton is passionate about helping families build and preserve their legacies through personalized service. Focusing on complex estate planning matters like business succession, trusts, and tax planning, Leighton provides customized solutions for each unique client. An active member of prestigious professional organizations and involved in philanthropic endeavors, Leighton prioritizes long-term relationships with clients and is dedicated to offering the highest level of service and support

 

Listen to this informative Legacy Leaders episode with Leighton Tyau about:

●    Discover the vital role of estate and tax planning in providing peace of mind through tailored solutions.

●    Learn how tax planning is the cornerstone for protecting your financial future.

●    Debunk common estate planning myths, such as families avoiding disputes over assets.

●    Uncover the necessity of crafting unique plans for clients with intricate estate requirements.

●    Recognize the advantages of proactive planning in saving time, reducing stress, and minimizing expenses for loved ones.

 

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

●    Estate planning is essential for individuals who want to ensure the proper distribution of their assets and protect their loved ones' financial well-being upon their passing.

●    While estate planning focuses on the distribution of assets, tax planning efficiently minimizes tax liability throughout an individual's lifetime and after death.

●    One such misconception is that family members won't dispute inheritances, causing friction between relatives. However, according to Tyau, estate planning should consider even the smallest, seemingly insignificant items as these can often lead to family discord.

●    Professional estate and tax planning can preserve and grow a person's assets while minimizing taxes and incorporating strategies, such as the use of a bypass trust and deceased spouse unused exemption, to optimize financial outcomes.

●    By engaging in a long-term relationship with a skilled attorney, clients enjoy the added benefit of trust while ensuring their assets and loved ones are protected.

 

“Every client is a puzzle where I can figure out which pieces I can shift this way or that way to get the best possible outcome for the client and the client's family.”

- Leighton Tyau

 

Links Mentioned:

 

Connect with Leighton:

LinkedIn: https://www.linkedin.com/in/leighton-tyau/

 

Information on Leighton’s Company:

Website: https://copperstateplanning.com/

Phone Number: 480-442-6413

Office Locations: 4435 E Chandler Blvd #200 Phoenix, AZ 85048

      By Appointment Only

 

      2999 N 44th St Suite 450, Phoenix, AZ 85018

      By Appointment Only

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1304 Unlocking the Secrets of Successful Estate Planning featuring Daniel Esparza Do you want to ensure your family's future is protected and secure? Are you seeking peace of mind and privacy? Look no further, because the solution is estate planning. As a guest, I will share with you the importance of estate planning and how it can provide you with the result you desire - a secure future for your family. With estate planning, you can have control over your assets and ensure your loved ones are taken care of according to your wishes. Let's take the first step towards achieving your desired outcome and implement estate planning today.   About Daniel Esparza: He obtained his Juris Doctor from the Indiana University Maurer School of Law, where he served as an associate and assistant editor for the nationally recognized Indiana Law Journal. He concurrently received his Master of Business Administration (MBA) from the Sungkyunkwan University Graduate School of Business in Seoul, South Korea. After completing his education, he returned to his roots in Arizona, where he primarily practices in the areas of estate planning, probate, and guardianship. His probate litigation experience includes removing non-compliant trustees and voiding legal documents that created undue influence.   Listen to this informative Legacy Leaders episode with Daniel Esparza about: ●    Implementation of estate planning for family protection ●    The benefits of a pour-over will for privacy and expediting probate ●    Consulting an attorney for estate planning needs ●    Common issues and misconceptions in estate planning ●    Peace of mind and knowledge through estate planning   Here is what to expect on this week’s show: ●    Discover the significance of estate planning for securing tranquility for clients and their loved ones. ●    Unravel the distinctions between trusts and pour-over wills to streamline choices for your clientele. ●    Tackle the obstacles in estate planning by addressing misconceptions about intestacy laws and co-ownership. ●    Learn about advocating in law and how to safeguard clients while circumventing potential issues. ●    Recognize the advantages of seeking advice from an estate planning attorney for valuable direction in long-term preparations.   “It's not death planning, it's life planning we have to take care of here and now, too. ” - Daniel Esparza   Links Mentioned (Daniel Esparza’s current company) : https://www.lwazlaw.com/ (Lincoln and Wenk) Contact Lincoln and Wenk at 623-201-8773   Connect with Daniel: LinkedIn: https://www.linkedin.com/in/daniel-j-esparza-05267735/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 22 Jun 2023 13:00:00 -0000 full 1 9 Stan Miller Do you want to ensure your family's future is protected and secure? Are you seeking peace of mind and privacy? Look no further, because the solution is estate planning. As a guest, I will share with you the importance of estate planning and how it can provide you with the result you desire - a secure future for your family. With estate planning, you can have control over your assets and ensure your loved ones are taken care of according to your wishes. Let's take the first step towards achieving your desired outcome and implement estate planning today.   About Daniel Esparza: He obtained his Juris Doctor from the Indiana University Maurer School of Law, where he served as an associate and assistant editor for the nationally recognized Indiana Law Journal. He concurrently received his Master of Business Administration (MBA) from the Sungkyunkwan University Graduate School of Business in Seoul, South Korea. After completing his education, he returned to his roots in Arizona, where he primarily practices in the areas of estate planning, probate, and guardianship. His probate litigation experience includes removing non-compliant trustees and voiding legal documents that created undue influence.   Listen to this informative Legacy Leaders episode with Daniel Esparza about: ●    Implementation of estate planning for family protection ●    The benefits of a pour-over will for privacy and expediting probate ●    Consulting an attorney for estate planning needs ●    Common issues and misconceptions in estate planning ●    Peace of mind and knowledge through estate planning   Here is what to expect on this week’s show: ●    Discover the significance of estate planning for securing tranquility for clients and their loved ones. ●    Unravel the distinctions between trusts and pour-over wills to streamline choices for your clientele. ●    Tackle the obstacles in estate planning by addressing misconceptions about intestacy laws and co-ownership. ●    Learn about advocating in law and how to safeguard clients while circumventing potential issues. ●    Recognize the advantages of seeking advice from an estate planning attorney for valuable direction in long-term preparations.   “It's not death planning, it's life planning we have to take care of here and now, too. ” - Daniel Esparza   Links Mentioned (Daniel Esparza’s current company) : https://www.lwazlaw.com/ (Lincoln and Wenk) Contact Lincoln and Wenk at 623-201-8773   Connect with Daniel: LinkedIn: https://www.linkedin.com/in/daniel-j-esparza-05267735/ Learn more about your ad choices. Visit megaphone.fm/adchoices Do you want to ensure your family's future is protected and secure? Are you seeking peace of mind and privacy? Look no further, because the solution is estate planning. As a guest, I will share with you the importance of estate planning and how it can provide you with the result you desire - a secure future for your family. With estate planning, you can have control over your assets and ensure your loved ones are taken care of according to your wishes. Let's take the first step towards achieving your desired outcome and implement estate planning today.

 

About Daniel Esparza:

He obtained his Juris Doctor from the Indiana University Maurer School of Law, where he served as an associate and assistant editor for the nationally recognized Indiana Law Journal. He concurrently received his Master of Business Administration (MBA) from the Sungkyunkwan University Graduate School of Business in Seoul, South Korea. After completing his education, he returned to his roots in Arizona, where he primarily practices in the areas of estate planning, probate, and guardianship. His probate litigation experience includes removing non-compliant trustees and voiding legal documents that created undue influence.

 

Listen to this informative Legacy Leaders episode with Daniel Esparza about:

●    Implementation of estate planning for family protection

●    The benefits of a pour-over will for privacy and expediting probate

●    Consulting an attorney for estate planning needs

●    Common issues and misconceptions in estate planning

●    Peace of mind and knowledge through estate planning

 

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

●    Discover the significance of estate planning for securing tranquility for clients and their loved ones.

●    Unravel the distinctions between trusts and pour-over wills to streamline choices for your clientele.

●    Tackle the obstacles in estate planning by addressing misconceptions about intestacy laws and co-ownership.

●    Learn about advocating in law and how to safeguard clients while circumventing potential issues.

●    Recognize the advantages of seeking advice from an estate planning attorney for valuable direction in long-term preparations.

 

“It's not death planning, it's life planning we have to take care of here and now, too. ”

- Daniel Esparza

 

Links Mentioned (Daniel Esparza’s current company) :

https://www.lwazlaw.com/ (Lincoln and Wenk)

Contact Lincoln and Wenk at 623-201-8773

 

Connect with Daniel:

LinkedIn: https://www.linkedin.com/in/daniel-j-esparza-05267735/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1594 Managing Complex Estate Challenges featuring Bob Sewell Bob Sewell's journey from window cleaner to probate litigator is already an unexpected twist, but the real surprise comes when you hear about the way he approaches his cases. Instead of just focusing on winning, Bob's mission is to bring fairness and peace of mind to his clients during some of the most difficult times in their lives. But just when you think you know the whole story, something happens that throws everything into question...   About Bob Sewell: Bob Sewell is the host of the popular podcast “Is That Even Legal?”, which is now heard in 87 countries and can be found on Apple, Google, and Spotify, as well as most other podcast platforms. He is also a leading Arizona probate litigator. He gets involved when there is a dispute regarding wills, trusts, and estates. Bob has authored articles such as “The Four Financial Planning Documents Every Arizonan Needs”, and “How to Bullet Proof Your Estate Plan.” He is an equity partner in the law firm Davis Miles McGuire Gardner.   Listen to this informative Legacy Leaders episode with Bob Sewell about: ●    Legacy Planning ●    Estate Planning Misconceptions ●    Estate Planning Gone Wrong ●    Essential Estate Planning Documents ●    Benefits of a Living Will Here is what to expect on this week’s show: ●    Uncover the critical role of comprehensive estate planning documents in managing asset allocations. ●    Debunk prevalent myths regarding trusts and their function in shielding from creditors' claims. ●    Understand the necessity for reliable experts when it comes to estate planning and making wise investments. ●    Delve into the complications of probate litigation, while examining its costs and worth. ●    Learn about the widespread impact of undue influence on estate planning and explore the ways to defend against it.   “If you don't plan, the government has a plan for you and that plan may not be what you want.” - Bob Sewell   Connect with Bob: LinkedIn: https://www.linkedin.com/in/robertsewell/ Websites: http://legalreports.blogspot.com/(Blog)       https://www.davismiles.com/(Company) Contact Bob Sewell's office at: 4807336800. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 15 Jun 2023 13:00:00 -0000 full 1 8 Stan Miller Bob Sewell's journey from window cleaner to probate litigator is already an unexpected twist, but the real surprise comes when you hear about the way he approaches his cases. Instead of just focusing on winning, Bob's mission is to bring fairness and peace of mind to his clients during some of the most difficult times in their lives. But just when you think you know the whole story, something happens that throws everything into question...   About Bob Sewell: Bob Sewell is the host of the popular podcast “Is That Even Legal?”, which is now heard in 87 countries and can be found on Apple, Google, and Spotify, as well as most other podcast platforms. He is also a leading Arizona probate litigator. He gets involved when there is a dispute regarding wills, trusts, and estates. Bob has authored articles such as “The Four Financial Planning Documents Every Arizonan Needs”, and “How to Bullet Proof Your Estate Plan.” He is an equity partner in the law firm Davis Miles McGuire Gardner.   Listen to this informative Legacy Leaders episode with Bob Sewell about: ●    Legacy Planning ●    Estate Planning Misconceptions ●    Estate Planning Gone Wrong ●    Essential Estate Planning Documents ●    Benefits of a Living Will Here is what to expect on this week’s show: ●    Uncover the critical role of comprehensive estate planning documents in managing asset allocations. ●    Debunk prevalent myths regarding trusts and their function in shielding from creditors' claims. ●    Understand the necessity for reliable experts when it comes to estate planning and making wise investments. ●    Delve into the complications of probate litigation, while examining its costs and worth. ●    Learn about the widespread impact of undue influence on estate planning and explore the ways to defend against it.   “If you don't plan, the government has a plan for you and that plan may not be what you want.” - Bob Sewell   Connect with Bob: LinkedIn: https://www.linkedin.com/in/robertsewell/ Websites: http://legalreports.blogspot.com/(Blog)       https://www.davismiles.com/(Company) Contact Bob Sewell's office at: 4807336800. Learn more about your ad choices. Visit megaphone.fm/adchoices Bob Sewell's journey from window cleaner to probate litigator is already an unexpected twist, but the real surprise comes when you hear about the way he approaches his cases. Instead of just focusing on winning, Bob's mission is to bring fairness and peace of mind to his clients during some of the most difficult times in their lives. But just when you think you know the whole story, something happens that throws everything into question...

 

About Bob Sewell:

Bob Sewell is the host of the popular podcast “Is That Even Legal?”, which is now heard in 87 countries and can be found on Apple, Google, and Spotify, as well as most other podcast platforms. He is also a leading Arizona probate litigator. He gets involved when there is a dispute regarding wills, trusts, and estates. Bob has authored articles such as “The Four Financial Planning Documents Every Arizonan Needs”, and “How to Bullet Proof Your Estate Plan.” He is an equity partner in the law firm Davis Miles McGuire Gardner.

 

Listen to this informative Legacy Leaders episode with Bob Sewell about:

●    Legacy Planning

●    Estate Planning Misconceptions

●    Estate Planning Gone Wrong

●    Essential Estate Planning Documents

●    Benefits of a Living Will

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

●    Uncover the critical role of comprehensive estate planning documents in managing asset allocations.

●    Debunk prevalent myths regarding trusts and their function in shielding from creditors' claims.

●    Understand the necessity for reliable experts when it comes to estate planning and making wise investments.

●    Delve into the complications of probate litigation, while examining its costs and worth.

●    Learn about the widespread impact of undue influence on estate planning and explore the ways to defend against it.

 

“If you don't plan, the government has a plan for you and that plan may not be what you want.”

- Bob Sewell

 

Connect with Bob:

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

Websites: http://legalreports.blogspot.com/(Blog)

      https://www.davismiles.com/(Company)

Contact Bob Sewell's office at: 4807336800.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1796 Crafting the Perfect Estate Plan featuring Ty Supancic Do you want to ensure your legacy lives on through future generations? Ty Supancic has the solution to help you achieve your vision of passing down your values and assets for years to come with his effective estate planning strategies.   About Ty Supancic: Ty Supancic is an accomplished attorney with a unique background in law. Having followed the Law Office Study Program in California, Ty gained valuable experience working as a paralegal in his father's family law firm before passing the bar exam. His expertise lies in personalized estate planning, particularly in the areas of firearms trust planning and addressing the needs of clients post-divorce. Ty's dedication to helping families design and implement estate plans that align with their goals and values ensures that their legacies are preserved and passed down seamlessly.   Listen to this informative Legacy Leaders episode with Ty Supancic about: ●    Common Issues in Estate Planning ●    Poorly Constructed Estate Planning ●    Navigating Complexities in Planning ●    Denial and Passion Here is what to expect on this week’s show: ●    Develop an understanding of the importance of estate planning for addressing inevitable life events. ●    Hone your ability to work effectively with family members and experts in matters of estate planning. ●    Learn flexible strategies for tailoring an estate plan that reflects your values and goals. ●    Familiarize yourself with insurance-based options as powerful instruments for giving back to society. ●    Gain insights on the drawbacks of not having a well-structured estate plan in place and how to avoid them.   “Anything is possible as long as you think about it and plan for it. ” - Ty Supancic   Links Mentioned: https://transformativemediation.com/ Connect with Ty: Facebook: https://www.facebook.com/thelawcollaborative/ LinkedIn: https://www.linkedin.com/in/ty-supancic-esq-78009215/ Websites: https://thelawcollaborative.com/learning-center/blog/(Blog)       https://thelawcollaborative.com/(Company) Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 08 Jun 2023 13:00:00 -0000 full 1 7 Stan Miller Do you want to ensure your legacy lives on through future generations? Ty Supancic has the solution to help you achieve your vision of passing down your values and assets for years to come with his effective estate planning strategies.   About Ty Supancic: Ty Supancic is an accomplished attorney with a unique background in law. Having followed the Law Office Study Program in California, Ty gained valuable experience working as a paralegal in his father's family law firm before passing the bar exam. His expertise lies in personalized estate planning, particularly in the areas of firearms trust planning and addressing the needs of clients post-divorce. Ty's dedication to helping families design and implement estate plans that align with their goals and values ensures that their legacies are preserved and passed down seamlessly.   Listen to this informative Legacy Leaders episode with Ty Supancic about: ●    Common Issues in Estate Planning ●    Poorly Constructed Estate Planning ●    Navigating Complexities in Planning ●    Denial and Passion Here is what to expect on this week’s show: ●    Develop an understanding of the importance of estate planning for addressing inevitable life events. ●    Hone your ability to work effectively with family members and experts in matters of estate planning. ●    Learn flexible strategies for tailoring an estate plan that reflects your values and goals. ●    Familiarize yourself with insurance-based options as powerful instruments for giving back to society. ●    Gain insights on the drawbacks of not having a well-structured estate plan in place and how to avoid them.   “Anything is possible as long as you think about it and plan for it. ” - Ty Supancic   Links Mentioned: https://transformativemediation.com/ Connect with Ty: Facebook: https://www.facebook.com/thelawcollaborative/ LinkedIn: https://www.linkedin.com/in/ty-supancic-esq-78009215/ Websites: https://thelawcollaborative.com/learning-center/blog/(Blog)       https://thelawcollaborative.com/(Company) Learn more about your ad choices. Visit megaphone.fm/adchoices Do you want to ensure your legacy lives on through future generations? Ty Supancic has the solution to help you achieve your vision of passing down your values and assets for years to come with his effective estate planning strategies.

 

About Ty Supancic:

Ty Supancic is an accomplished attorney with a unique background in law. Having followed the Law Office Study Program in California, Ty gained valuable experience working as a paralegal in his father's family law firm before passing the bar exam. His expertise lies in personalized estate planning, particularly in the areas of firearms trust planning and addressing the needs of clients post-divorce. Ty's dedication to helping families design and implement estate plans that align with their goals and values ensures that their legacies are preserved and passed down seamlessly.

 

Listen to this informative Legacy Leaders episode with Ty Supancic about:

●    Common Issues in Estate Planning

●    Poorly Constructed Estate Planning

●    Navigating Complexities in Planning

●    Denial and Passion

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

●    Develop an understanding of the importance of estate planning for addressing inevitable life events.

●    Hone your ability to work effectively with family members and experts in matters of estate planning.

●    Learn flexible strategies for tailoring an estate plan that reflects your values and goals.

●    Familiarize yourself with insurance-based options as powerful instruments for giving back to society.

●    Gain insights on the drawbacks of not having a well-structured estate plan in place and how to avoid them.

 

“Anything is possible as long as you think about it and plan for it. ”

- Ty Supancic

 

Links Mentioned:

https://transformativemediation.com/

Connect with Ty:

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

LinkedIn: https://www.linkedin.com/in/ty-supancic-esq-78009215/

Websites: https://thelawcollaborative.com/learning-center/blog/(Blog)

      https://thelawcollaborative.com/(Company)

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1182 Restore Family Harmony with Transformative Mediation featuring Dan Simon From law to mediation, Dan Simon's journey took an unexpected turn when he discovered the transformative power of personal feelings. But little did he know, his most challenging case would lead to an unexpected twist that left him questioning everything. What was the shocking revelation that challenged Dan's beliefs in the power of mediation? About Dan Simon: Dan Simon practices and teaches transformative mediation in Minnesota and Southern California. He is the co-author of “Self-Determination in Mediation: The Art and Science of Mirrors and Lights”. Listen to this informative Legacy Leaders episode with Dan Simon about: Legacy and Succession Planning Finding Resources and Support Self-Determination in Mediation: The Art and Science of Mirrors and Lights Passion for Entrepreneurship Here is what to expect on this week’s show: Grasp the significance of end-of-life planning for a stable mind. Master communication techniques to eliminate disputes among loved ones in the future. Draft a personalized legacy plan that embodies your principles and ambitions. Comprehend the emotional and psychological aspects of estate disagreements. Apply mediation approaches to reconcile family differences and restore relationships. “Nobody likes the bad vibes with the family, [people] prefer to be in a good place with their family members. So there is that energy, there is that desire, there's that motivation to get to a better place.” - Dan Simon Links Mentioned: Website: https://transformativemediation.com/ Connect with Dan: Twitter: https://twitter.com/simonmediator YouTube: https://www.youtube.com/user/686dsx Facebook: https://www.facebook.com/SimonMediation LinkedIn: https://www.linkedin.com/in/dan-simon-8a7b6813/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 01 Jun 2023 13:00:00 -0000 full 1 6 Stan Miller From law to mediation, Dan Simon's journey took an unexpected turn when he discovered the transformative power of personal feelings. But little did he know, his most challenging case would lead to an unexpected twist that left him questioning everything. What was the shocking revelation that challenged Dan's beliefs in the power of mediation? About Dan Simon: Dan Simon practices and teaches transformative mediation in Minnesota and Southern California. He is the co-author of “Self-Determination in Mediation: The Art and Science of Mirrors and Lights”. Listen to this informative Legacy Leaders episode with Dan Simon about: Legacy and Succession Planning Finding Resources and Support Self-Determination in Mediation: The Art and Science of Mirrors and Lights Passion for Entrepreneurship Here is what to expect on this week’s show: Grasp the significance of end-of-life planning for a stable mind. Master communication techniques to eliminate disputes among loved ones in the future. Draft a personalized legacy plan that embodies your principles and ambitions. Comprehend the emotional and psychological aspects of estate disagreements. Apply mediation approaches to reconcile family differences and restore relationships. “Nobody likes the bad vibes with the family, [people] prefer to be in a good place with their family members. So there is that energy, there is that desire, there's that motivation to get to a better place.” - Dan Simon Links Mentioned: Website: https://transformativemediation.com/ Connect with Dan: Twitter: https://twitter.com/simonmediator YouTube: https://www.youtube.com/user/686dsx Facebook: https://www.facebook.com/SimonMediation LinkedIn: https://www.linkedin.com/in/dan-simon-8a7b6813/ Learn more about your ad choices. Visit megaphone.fm/adchoices From law to mediation, Dan Simon's journey took an unexpected turn when he discovered the transformative power of personal feelings. But little did he know, his most challenging case would lead to an unexpected twist that left him questioning everything. What was the shocking revelation that challenged Dan's beliefs in the power of mediation?

About Dan Simon:

Dan Simon practices and teaches transformative mediation in Minnesota and Southern California. He is the co-author of “Self-Determination in Mediation: The Art and Science of Mirrors and Lights”.

Listen to this informative Legacy Leaders episode with Dan Simon about:

  • Legacy and Succession Planning
  • Finding Resources and Support
  • Self-Determination in Mediation: The Art and Science of Mirrors and Lights
  • Passion for Entrepreneurship

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

  • Grasp the significance of end-of-life planning for a stable mind.
  • Master communication techniques to eliminate disputes among loved ones in the future.
  • Draft a personalized legacy plan that embodies your principles and ambitions.
  • Comprehend the emotional and psychological aspects of estate disagreements.
  • Apply mediation approaches to reconcile family differences and restore relationships.

“Nobody likes the bad vibes with the family, [people] prefer to be in a good place with their family members. So there is that energy, there is that desire, there's that motivation to get to a better place.” - Dan Simon

Links Mentioned:

Website: https://transformativemediation.com/

Connect with Dan:

Twitter: https://twitter.com/simonmediator

YouTube: https://www.youtube.com/user/686dsx

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

LinkedIn: https://www.linkedin.com/in/dan-simon-8a7b6813/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1037 Digital Estate Planning in the Age of Technology featuring Krista and Kristina Rugh About Krista and Kristina Rugh: Krista and Kristina Rugh are sisters and owners of Householder Lifestyle Consulting (HLC), a company in Jeanette, Pennsylvania with 19 years of experience in bookkeeping, budgeting, tax, accounting, insurance, and consultancy. The business primarily caters to small businesses with 20 or fewer employees. Krista serves as president while Kristina is vice president at HLC, where they foster a caring environment working with some of the same employees for over 10 years or more. The sisters are ProAdvisors on QuickBooks where much of their business is conducted. Listen to this informative Legacy Leaders episode with Krista and Kristina Rugh about Householder Lifestyle Consulting, their services, clients, employees, benefits, plans for the future. They also discuss Stan Miller’s seminar on insurances and finances. Here is what to expect on this week’s show: ● What is their business, Householder Lifestyle Consulting? ● What sets them apart from the competition? ● Accountants, owners, and how HLC can help ● Stan Miller’s seminar on insurance and how it helped them ● The future plan for their family and business Key takeaways: ● The company focuses on small, developing businesses with 20 or fewer employees. ● HLC prioritizes having efficient, quality services all while maintaining joy and a positive working attitude. ● The client-service provider relationship starts with a handshake and ends with a hug. ● The sisters discuss future planning, trusts, and insurance, together with how it affects everyone - including themselves. ● Stan Miller’s webinar was an eye-opener for future and long-term financial well-being, passing down resources and the like. Connect with Kristina : LinkedIn: https://www.linkedin.com/in/kristina-rugh-bb901aa/ Connect with Krista: LinkedIn: https://www.linkedin.com/in/krista-rugh-80a5a0103/ Connect to Householder Lifestyle Consulting, LLC: LinkedIn: https://www.linkedin.com/company/householder-lifestyle-consulting-llc/ Company website: http://hlcbookkeeping.com Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 25 May 2023 14:00:00 -0000 full 1 4 Stan Miller About Krista and Kristina Rugh: Krista and Kristina Rugh are sisters and owners of Householder Lifestyle Consulting (HLC), a company in Jeanette, Pennsylvania with 19 years of experience in bookkeeping, budgeting, tax, accounting, insurance, and consultancy. The business primarily caters to small businesses with 20 or fewer employees. Krista serves as president while Kristina is vice president at HLC, where they foster a caring environment working with some of the same employees for over 10 years or more. The sisters are ProAdvisors on QuickBooks where much of their business is conducted. Listen to this informative Legacy Leaders episode with Krista and Kristina Rugh about Householder Lifestyle Consulting, their services, clients, employees, benefits, plans for the future. They also discuss Stan Miller’s seminar on insurances and finances. Here is what to expect on this week’s show: ● What is their business, Householder Lifestyle Consulting? ● What sets them apart from the competition? ● Accountants, owners, and how HLC can help ● Stan Miller’s seminar on insurance and how it helped them ● The future plan for their family and business Key takeaways: ● The company focuses on small, developing businesses with 20 or fewer employees. ● HLC prioritizes having efficient, quality services all while maintaining joy and a positive working attitude. ● The client-service provider relationship starts with a handshake and ends with a hug. ● The sisters discuss future planning, trusts, and insurance, together with how it affects everyone - including themselves. ● Stan Miller’s webinar was an eye-opener for future and long-term financial well-being, passing down resources and the like. Connect with Kristina : LinkedIn: https://www.linkedin.com/in/kristina-rugh-bb901aa/ Connect with Krista: LinkedIn: https://www.linkedin.com/in/krista-rugh-80a5a0103/ Connect to Householder Lifestyle Consulting, LLC: LinkedIn: https://www.linkedin.com/company/householder-lifestyle-consulting-llc/ Company website: http://hlcbookkeeping.com Learn more about your ad choices. Visit megaphone.fm/adchoices About Krista and Kristina Rugh:

Krista and Kristina Rugh are sisters and owners of Householder Lifestyle Consulting (HLC), a company in Jeanette, Pennsylvania with 19 years of experience in bookkeeping, budgeting, tax, accounting, insurance, and consultancy. The business primarily caters to small businesses with 20 or fewer employees. Krista serves as president while Kristina is vice president at HLC, where they foster a caring environment working with some of the same employees for over 10 years or more. The sisters are ProAdvisors on QuickBooks where much of their business is conducted.

Listen to this informative Legacy Leaders episode with Krista and Kristina Rugh about Householder Lifestyle Consulting, their services, clients, employees, benefits, plans for the future. They also discuss Stan Miller’s seminar on insurances and finances.


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

● What is their business, Householder Lifestyle Consulting?

● What sets them apart from the competition?

● Accountants, owners, and how HLC can help

● Stan Miller’s seminar on insurance and how it helped them

● The future plan for their family and business


Key takeaways:

● The company focuses on small, developing businesses with 20 or fewer employees.

● HLC prioritizes having efficient, quality services all while maintaining joy and a positive working attitude.

● The client-service provider relationship starts with a handshake and ends with a hug.

● The sisters discuss future planning, trusts, and insurance, together with how it affects everyone - including themselves.

● Stan Miller’s webinar was an eye-opener for future and long-term financial well-being, passing down resources and the like.


Connect with Kristina :

LinkedIn: https://www.linkedin.com/in/kristina-rugh-bb901aa/


Connect with Krista:

LinkedIn: https://www.linkedin.com/in/krista-rugh-80a5a0103/


Connect to Householder Lifestyle Consulting, LLC:

LinkedIn: https://www.linkedin.com/company/householder-lifestyle-consulting-llc/

Company website: http://hlcbookkeeping.com

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1123 Legacy Stories: The Importance of Parents Finding Balance in Youth Sports Involvement featuring Marc Nolan About Marc Nolan He is an expert in coaching and mentoring young athletes and he is the featured guest on this episode of the Your Life, Your Legacy podcast. With over 48 years of experience, Marc has helped thousands of children develop their skills and talents in various sports. As the CEO of The Kicker Zone and the author of multiple books, including The Journey and College Athletic Scholarships, Marc is dedicated to assisting both parents and athletes in finding the right balance in their involvement in youth sports. His passion for helping children succeed, along with his unique perspective on the role of parents in their child's athletic journey, makes him a highly sought-after expert in the field.   Listen to this informative Legacy Leaders episode with Marc Nolan about Background and Coaching, Retirement and Pandemic, The Journey Book, Comical Stories and Laughing at Ourselves, Helping Parents with Athletic Recruitment, Finding a Child's Passion, Letting Children Find Their Own Path, Focusing on the Positive, Family Background, Frustrations with NCAA, NCAA and Revenue, and Advice to Parents. Here is what to expect on this week’s show: ●    Background and Coaching ●    Finding a Child’s Passion ●    Letting Children Find Their Own Path ●    Focusing on the Positive ●    Advice to Parents Key takeaways: ●    Discover the significance of maintaining equilibrium in parental participation within youth sports ●    Uncover the secrets to inspiring young individuals to explore their interests in both sports and academics ●    Delve into the criticisms surrounding policies implemented by the National Collegiate Athletic Association (NCAA) ●    Unravel the methods to create a fun and engaging atmosphere for children participating in sports and other activities ●    Recognize the immense impact that parents have on the success of budding athletes   “Parents need to chill out... You need to be like drone parents. You need to get in and get out. Leave them alone, get over the kids, leave them alone and let them enjoy themselves.” -Marc Nolan   Links Mentioned: Marc’s ebook: https://www.amazon.com/Journey-Roadmap-Football-Kicking-Specialist-ebook/dp/B00R8IFLYW Company’s Website: https://www.thekickerszone.com/   Connect with Marc: Twitter: https://twitter.com/CoachMarcNolan Instagram: https://www.instagram.com/coachnolan09/ Facebook:https://www.facebook.com/coachnolan9 Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 18 May 2023 13:00:00 -0000 full 1 3 Stan Miller About Marc Nolan He is an expert in coaching and mentoring young athletes and he is the featured guest on this episode of the Your Life, Your Legacy podcast. With over 48 years of experience, Marc has helped thousands of children develop their skills and talents in various sports. As the CEO of The Kicker Zone and the author of multiple books, including The Journey and College Athletic Scholarships, Marc is dedicated to assisting both parents and athletes in finding the right balance in their involvement in youth sports. His passion for helping children succeed, along with his unique perspective on the role of parents in their child's athletic journey, makes him a highly sought-after expert in the field.   Listen to this informative Legacy Leaders episode with Marc Nolan about Background and Coaching, Retirement and Pandemic, The Journey Book, Comical Stories and Laughing at Ourselves, Helping Parents with Athletic Recruitment, Finding a Child's Passion, Letting Children Find Their Own Path, Focusing on the Positive, Family Background, Frustrations with NCAA, NCAA and Revenue, and Advice to Parents. Here is what to expect on this week’s show: ●    Background and Coaching ●    Finding a Child’s Passion ●    Letting Children Find Their Own Path ●    Focusing on the Positive ●    Advice to Parents Key takeaways: ●    Discover the significance of maintaining equilibrium in parental participation within youth sports ●    Uncover the secrets to inspiring young individuals to explore their interests in both sports and academics ●    Delve into the criticisms surrounding policies implemented by the National Collegiate Athletic Association (NCAA) ●    Unravel the methods to create a fun and engaging atmosphere for children participating in sports and other activities ●    Recognize the immense impact that parents have on the success of budding athletes   “Parents need to chill out... You need to be like drone parents. You need to get in and get out. Leave them alone, get over the kids, leave them alone and let them enjoy themselves.” -Marc Nolan   Links Mentioned: Marc’s ebook: https://www.amazon.com/Journey-Roadmap-Football-Kicking-Specialist-ebook/dp/B00R8IFLYW Company’s Website: https://www.thekickerszone.com/   Connect with Marc: Twitter: https://twitter.com/CoachMarcNolan Instagram: https://www.instagram.com/coachnolan09/ Facebook:https://www.facebook.com/coachnolan9 Learn more about your ad choices. Visit megaphone.fm/adchoices About Marc Nolan

He is an expert in coaching and mentoring young athletes and he is the featured guest on this episode of the Your Life, Your Legacy podcast. With over 48 years of experience, Marc has helped thousands of children develop their skills and talents in various sports. As the CEO of The Kicker Zone and the author of multiple books, including The Journey and College Athletic Scholarships, Marc is dedicated to assisting both parents and athletes in finding the right balance in their involvement in youth sports. His passion for helping children succeed, along with his unique perspective on the role of parents in their child's athletic journey, makes him a highly sought-after expert in the field.

 

Listen to this informative Legacy Leaders episode with Marc Nolan about Background and Coaching, Retirement and Pandemic, The Journey Book, Comical Stories and Laughing at Ourselves, Helping Parents with Athletic Recruitment, Finding a Child's Passion, Letting Children Find Their Own Path, Focusing on the Positive, Family Background, Frustrations with NCAA, NCAA and Revenue, and Advice to Parents.


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

●    Background and Coaching

●    Finding a Child’s Passion

●    Letting Children Find Their Own Path

●    Focusing on the Positive

●    Advice to Parents


Key takeaways:

●    Discover the significance of maintaining equilibrium in parental participation within youth sports

●    Uncover the secrets to inspiring young individuals to explore their interests in both sports and academics

●    Delve into the criticisms surrounding policies implemented by the National Collegiate Athletic Association (NCAA)

●    Unravel the methods to create a fun and engaging atmosphere for children participating in sports and other activities

●    Recognize the immense impact that parents have on the success of budding athletes

 

“Parents need to chill out... You need to be like drone parents. You need to get in and get out. Leave them alone, get over the kids, leave them alone and let them enjoy themselves.”

-Marc Nolan

 

Links Mentioned:

Marc’s ebook: https://www.amazon.com/Journey-Roadmap-Football-Kicking-Specialist-ebook/dp/B00R8IFLYW

Company’s Website: https://www.thekickerszone.com/

 

Connect with Marc:

Twitter: https://twitter.com/CoachMarcNolan

Instagram: https://www.instagram.com/coachnolan09/

Facebook:https://www.facebook.com/coachnolan9

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2182 Legacy Leaders: The Value of Community and Defining One's Treasure in Life featuring Marc Geriene About Marc Geriene: With a background as an inventor, entrepreneur, and author, Marc Geriene has spent over three decades traversing the globe in search of adventure and hidden treasures. Along with his brother Chris, Marc has delved into the history and culture of shipwrecks from the Caribbean to Southeast Asia, unearthing invaluable relics and fostering a sense of community among fellow adventurers. Marc's dedication to exploration and his deep appreciation for the bonds forged through shared experiences make him an ideal guest for those interested in reevaluating their own life's treasures. Listen to this informative Legacy Leaders episode with Marc Geriene about Building a community of like-minded treasure hunters, creating an authentic experience for family bonding, live streaming the experience, making the treasure experience affordable, and upcoming adventures and silver bullet sites. Here is what to expect on this week’s show: ●    Background on Treasure Experience ●    The Technical Side of Treasure Hunting ●    Creating an Authentic Experience for Family Bonding ●    What is Nova Ray ●    The importance of Nova Ray in adventure experience   Key takeaways: ●    Embark on affordable treasure-hunting adventures accessible to all ●    Uncover the technical side of Treasure Experience and access its exclusive member portal ●    Recognize the importance of community and defining personal treasures in life ●    Discover the groundbreaking Nova Ray technology revolutionizing underwater exploration ●    Stay updated on upcoming adventures and exciting new locations from Treasure Experience   “Treasure is a noun and a verb. It represents something valuable that you might want to acquire in your life, but also the way you hold something dear to you.”  - Marc Geriene    Connect with Marc: Links Mentioned: LinkedIn: https://www.linkedin.com/in/marc-geriene-5541799/   Connect with Marc: Twitter: https://twitter.com/treasure_exp Instagram: https://www.instagram.com/treasurexperience/ Facebook: https://www.facebook.com/treasureexperience LinkedIn: https://www.linkedin.com/company/treasure-experience/ Company’s Website: https://treasureexperience2.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 11 May 2023 14:00:00 -0000 full 1 1 Stan Miller About Marc Geriene: With a background as an inventor, entrepreneur, and author, Marc Geriene has spent over three decades traversing the globe in search of adventure and hidden treasures. Along with his brother Chris, Marc has delved into the history and culture of shipwrecks from the Caribbean to Southeast Asia, unearthing invaluable relics and fostering a sense of community among fellow adventurers. Marc's dedication to exploration and his deep appreciation for the bonds forged through shared experiences make him an ideal guest for those interested in reevaluating their own life's treasures. Listen to this informative Legacy Leaders episode with Marc Geriene about Building a community of like-minded treasure hunters, creating an authentic experience for family bonding, live streaming the experience, making the treasure experience affordable, and upcoming adventures and silver bullet sites. Here is what to expect on this week’s show: ●    Background on Treasure Experience ●    The Technical Side of Treasure Hunting ●    Creating an Authentic Experience for Family Bonding ●    What is Nova Ray ●    The importance of Nova Ray in adventure experience   Key takeaways: ●    Embark on affordable treasure-hunting adventures accessible to all ●    Uncover the technical side of Treasure Experience and access its exclusive member portal ●    Recognize the importance of community and defining personal treasures in life ●    Discover the groundbreaking Nova Ray technology revolutionizing underwater exploration ●    Stay updated on upcoming adventures and exciting new locations from Treasure Experience   “Treasure is a noun and a verb. It represents something valuable that you might want to acquire in your life, but also the way you hold something dear to you.”  - Marc Geriene    Connect with Marc: Links Mentioned: LinkedIn: https://www.linkedin.com/in/marc-geriene-5541799/   Connect with Marc: Twitter: https://twitter.com/treasure_exp Instagram: https://www.instagram.com/treasurexperience/ Facebook: https://www.facebook.com/treasureexperience LinkedIn: https://www.linkedin.com/company/treasure-experience/ Company’s Website: https://treasureexperience2.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices About Marc Geriene:

With a background as an inventor, entrepreneur, and author, Marc Geriene has spent over three decades traversing the globe in search of adventure and hidden treasures. Along with his brother Chris, Marc has delved into the history and culture of shipwrecks from the Caribbean to Southeast Asia, unearthing invaluable relics and fostering a sense of community among fellow adventurers. Marc's dedication to exploration and his deep appreciation for the bonds forged through shared experiences make him an ideal guest for those interested in reevaluating their own life's treasures.

Listen to this informative Legacy Leaders episode with Marc Geriene about Building a community of like-minded treasure hunters, creating an authentic experience for family bonding, live streaming the experience, making the treasure experience affordable, and upcoming adventures and silver bullet sites.

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

●    Background on Treasure Experience

●    The Technical Side of Treasure Hunting

●    Creating an Authentic Experience for Family Bonding

●    What is Nova Ray

●    The importance of Nova Ray in adventure experience

 

Key takeaways:

●    Embark on affordable treasure-hunting adventures accessible to all

●    Uncover the technical side of Treasure Experience and access its exclusive member portal

●    Recognize the importance of community and defining personal treasures in life

●    Discover the groundbreaking Nova Ray technology revolutionizing underwater exploration

●    Stay updated on upcoming adventures and exciting new locations from Treasure Experience

 

“Treasure is a noun and a verb. It represents something valuable that you might want to acquire in your life, but also the way you hold something dear to you.”

 - Marc Geriene

  

Connect with Marc:

Links Mentioned:

LinkedIn: https://www.linkedin.com/in/marc-geriene-5541799/

 

Connect with Marc:

Twitter: https://twitter.com/treasure_exp

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

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

LinkedIn: https://www.linkedin.com/company/treasure-experience/

Company’s Website: https://treasureexperience2.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 2511 Legacy Stories: Doing What We Can For Ukraine Featuring Stan Miller About Stan Miller: Stan Miller is an attorney, author, podcast host, entrepreneur, and philanthropist. He is the founder of Legacy Leaders Network and a regular host of this podcast. Stan is the Managing Principal at Pinnacle Legacy Law and Pinnacle Legacy Wealth Planning. Since his days and eventual graduation from Vanderbilt University, Stan gained knowledge and experience in specialty planning and he has built a reputation in the practice of Law. His fields of expertise include Estate Administration, Legal Writing, Corporate Law, Inheritance Tax Planning, and Estate Planning.   Listen to this informative Legacy Leaders episode with Stan Miller about his journey to the devastated Ukrainian warzone, his philanthropic, physical, and emotional experiences there, his learnings, the common ground between the United States and Ukraine, and what we can do to help Ukraine.   Here is what to expect on this week’s show: ●    Raising money and buying trucks for Ukrainian soldiers ●   Delivering and driving the truck convoy to the Ukrainian frontlines ●    The common ground between the United States and Ukraine ●    The emotional challenges of the journey ●    Lessons learned from the journey     Key takeaways: ●    Stan, alongside partners from Finland and Estonia, raised money to buy 11 trucks. ●    Stan, by himself, was responsible for purchasing four and a half refurbished trucks delivered straight to the Ukrainian frontline. ●    The Ukrainian soldiers are fighting for the most fundamental right to live and be free, underlining their passion for defending their homeland from Russia. ●    Behind a church in Bucha, Ukraine, a trench was dug to bury the bodies of innocent Ukrainian civilians including men, women, and children. ●    Stan says that the Ukrainian soldiers’ and civilians’ passion and gratitude “made the whole trip worth it.” ●    Americans must remember that help from other countries is needed to win the battle for independence and freedom, remembering the help the US got during the American Revolution. ●    In order to live your life, you have to lose it. Do what you can to empower others.   “What's happening in Ukraine, now, these are people that are that are fighting for the most basic, most fundamental right to live and the right to be free and work and raise their families the way they choose and not be controlled by some outside oligarchy that dictates their life and subjects them to what amounts to slavery and hauls her kids off for retraining, you know, in some other foreign country.” -Stan Miller   “Our purpose in our lives really has to be to do what we can to empower other people to live their best life, you know, as a person of faith, I think what Jesus said, has really resonated with me that if you want to gain your life, you have to lose it. ” -Stan Miller   Connect with Stan: LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Website: http://www.pinnaclelegacylaw.com/ Links mentioned: Cars for Ukraine: Carconvoy.org   Pinnacle Legacy Law Contact Info: Facebook: https://web.facebook.com/profile.php?id=100083157280956&_rdc=1&_rdr LinkedIn: https://www.linkedin.com/company/pinnacle-legacy-law/about/ Email: info@stanmillerlaw.com   Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 04 May 2023 14:00:00 -0000 full 1 1 Stan Miller About Stan Miller: Stan Miller is an attorney, author, podcast host, entrepreneur, and philanthropist. He is the founder of Legacy Leaders Network and a regular host of this podcast. Stan is the Managing Principal at Pinnacle Legacy Law and Pinnacle Legacy Wealth Planning. Since his days and eventual graduation from Vanderbilt University, Stan gained knowledge and experience in specialty planning and he has built a reputation in the practice of Law. His fields of expertise include Estate Administration, Legal Writing, Corporate Law, Inheritance Tax Planning, and Estate Planning.   Listen to this informative Legacy Leaders episode with Stan Miller about his journey to the devastated Ukrainian warzone, his philanthropic, physical, and emotional experiences there, his learnings, the common ground between the United States and Ukraine, and what we can do to help Ukraine.   Here is what to expect on this week’s show: ●    Raising money and buying trucks for Ukrainian soldiers ●   Delivering and driving the truck convoy to the Ukrainian frontlines ●    The common ground between the United States and Ukraine ●    The emotional challenges of the journey ●    Lessons learned from the journey     Key takeaways: ●    Stan, alongside partners from Finland and Estonia, raised money to buy 11 trucks. ●    Stan, by himself, was responsible for purchasing four and a half refurbished trucks delivered straight to the Ukrainian frontline. ●    The Ukrainian soldiers are fighting for the most fundamental right to live and be free, underlining their passion for defending their homeland from Russia. ●    Behind a church in Bucha, Ukraine, a trench was dug to bury the bodies of innocent Ukrainian civilians including men, women, and children. ●    Stan says that the Ukrainian soldiers’ and civilians’ passion and gratitude “made the whole trip worth it.” ●    Americans must remember that help from other countries is needed to win the battle for independence and freedom, remembering the help the US got during the American Revolution. ●    In order to live your life, you have to lose it. Do what you can to empower others.   “What's happening in Ukraine, now, these are people that are that are fighting for the most basic, most fundamental right to live and the right to be free and work and raise their families the way they choose and not be controlled by some outside oligarchy that dictates their life and subjects them to what amounts to slavery and hauls her kids off for retraining, you know, in some other foreign country.” -Stan Miller   “Our purpose in our lives really has to be to do what we can to empower other people to live their best life, you know, as a person of faith, I think what Jesus said, has really resonated with me that if you want to gain your life, you have to lose it. ” -Stan Miller   Connect with Stan: LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Website: http://www.pinnaclelegacylaw.com/ Links mentioned: Cars for Ukraine: Carconvoy.org   Pinnacle Legacy Law Contact Info: Facebook: https://web.facebook.com/profile.php?id=100083157280956&_rdc=1&_rdr LinkedIn: https://www.linkedin.com/company/pinnacle-legacy-law/about/ Email: info@stanmillerlaw.com   Learn more about your ad choices. Visit megaphone.fm/adchoices About Stan Miller:

Stan Miller is an attorney, author, podcast host, entrepreneur, and philanthropist. He is the founder of Legacy Leaders Network and a regular host of this podcast. Stan is the Managing Principal at Pinnacle Legacy Law and Pinnacle Legacy Wealth Planning. Since his days and eventual graduation from Vanderbilt University, Stan gained knowledge and experience in specialty planning and he has built a reputation in the practice of Law. His fields of expertise include Estate Administration, Legal Writing, Corporate Law, Inheritance Tax Planning, and Estate Planning.

 

Listen to this informative Legacy Leaders episode with Stan Miller about his journey to the devastated Ukrainian warzone, his philanthropic, physical, and emotional experiences there, his learnings, the common ground between the United States and Ukraine, and what we can do to help Ukraine.

 

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

●    Raising money and buying trucks for Ukrainian soldiers

●   Delivering and driving the truck convoy to the Ukrainian frontlines

●    The common ground between the United States and Ukraine

●    The emotional challenges of the journey

●    Lessons learned from the journey

 

 

Key takeaways:

●    Stan, alongside partners from Finland and Estonia, raised money to buy 11 trucks.

●    Stan, by himself, was responsible for purchasing four and a half refurbished trucks delivered straight to the Ukrainian frontline.

●    The Ukrainian soldiers are fighting for the most fundamental right to live and be free, underlining their passion for defending their homeland from Russia.

●    Behind a church in Bucha, Ukraine, a trench was dug to bury the bodies of innocent Ukrainian civilians including men, women, and children.

●    Stan says that the Ukrainian soldiers’ and civilians’ passion and gratitude “made the whole trip worth it.”

●    Americans must remember that help from other countries is needed to win the battle for independence and freedom, remembering the help the US got during the American Revolution.

●    In order to live your life, you have to lose it. Do what you can to empower others.

 

“What's happening in Ukraine, now, these are people that are that are fighting for the most basic, most fundamental right to live and the right to be free and work and raise their families the way they choose and not be controlled by some outside oligarchy that dictates their life and subjects them to what amounts to slavery and hauls her kids off for retraining, you know, in some other foreign country.”

-Stan Miller

 

“Our purpose in our lives really has to be to do what we can to empower other people to live their best life, you know, as a person of faith, I think what Jesus said, has really resonated with me that if you want to gain your life, you have to lose it. ”

-Stan Miller

 

Connect with Stan:

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

Website: http://www.pinnaclelegacylaw.com/

Links mentioned:

Cars for Ukraine: Carconvoy.org

 

Pinnacle Legacy Law Contact Info:

Facebook: https://web.facebook.com/profile.php?id=100083157280956&_rdc=1&_rdr

LinkedIn: https://www.linkedin.com/company/pinnacle-legacy-law/about/

Email: info@stanmillerlaw.com

 

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1595 Legacy Stories: The Legacy Letter Challenge Featuring Blake Brewer About Blake Brewer: Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer. By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.” Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter.   Here is what to expect on this week’s show: ●    Blake’s backstory ●    How Blake’s dad’s death started his mission ●    How becoming a dad changed his life ●    The power of writing a legacy letter with testimonies from parents ●    Why write a legacy letter? And when is best to do so?    Key takeaways: ●    The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy. ●    Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared. ●    The best time to write a legacy letter is when a child is born, and the second best time is now ●    A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter.   “As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.” -From Larry Brewer to Blake Brewer (a quote from a letter his dad gave that he says he goes back to even as a father himself) “Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.” -From a daughter who received a legacy letter from her dad   Connect with Blake: LinkedIn: https://www.linkedin.com/in/blakecbrewer/ Legacy Letter Challenge: https://www.legacyletterchallenge.com/yourlifeyourlegacy Legacy Letter Challenge Contact Info: Twitter: https://twitter.com/giftofdad Instagram: https://www.instagram.com/legacy_letter/ Facebook: https://www.facebook.com/legacyletterchallenge LinkedIn: https://www.linkedin.com/company/legacy-letter/ Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 27 Apr 2023 13:00:00 -0000 full 1 1 Stan Miller About Blake Brewer: Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer. By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.” Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter.   Here is what to expect on this week’s show: ●    Blake’s backstory ●    How Blake’s dad’s death started his mission ●    How becoming a dad changed his life ●    The power of writing a legacy letter with testimonies from parents ●    Why write a legacy letter? And when is best to do so?    Key takeaways: ●    The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy. ●    Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared. ●    The best time to write a legacy letter is when a child is born, and the second best time is now ●    A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter.   “As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.” -From Larry Brewer to Blake Brewer (a quote from a letter his dad gave that he says he goes back to even as a father himself) “Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.” -From a daughter who received a legacy letter from her dad   Connect with Blake: LinkedIn: https://www.linkedin.com/in/blakecbrewer/ Legacy Letter Challenge: https://www.legacyletterchallenge.com/yourlifeyourlegacy Legacy Letter Challenge Contact Info: Twitter: https://twitter.com/giftofdad Instagram: https://www.instagram.com/legacy_letter/ Facebook: https://www.facebook.com/legacyletterchallenge LinkedIn: https://www.linkedin.com/company/legacy-letter/ Learn more about your ad choices. Visit megaphone.fm/adchoices About Blake Brewer:

Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer.

By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.”

Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter.

 

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

●    Blake’s backstory

●    How Blake’s dad’s death started his mission

●    How becoming a dad changed his life

●    The power of writing a legacy letter with testimonies from parents

●    Why write a legacy letter? And when is best to do so?

  

Key takeaways:

●    The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy.

●    Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared.

●    The best time to write a legacy letter is when a child is born, and the second best time is now

●    A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter.

 

“As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.”

-From Larry Brewer to Blake Brewer


(a quote from a letter his dad gave that he says he goes back to even as a father himself)

“Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.”

-From a daughter who received a legacy letter from her dad

 

Connect with Blake:

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

Legacy Letter Challenge: https://www.legacyletterchallenge.com/yourlifeyourlegacy

Legacy Letter Challenge Contact Info:

Twitter: https://twitter.com/giftofdad

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

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

LinkedIn: https://www.linkedin.com/company/legacy-letter/

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1576 Trailer: Welcome to the Legacy Leaders Podcast! Are you looking to make a deeper connection with your clients? Do you want to be more than someone who just sells services to your clients? Would you like to build a relationship that makes you a real trusted advisor? Tune in to legacy leaders to hear from top industry thought leaders about the latest programs, strategies, and tools to build your business and become a legacy leader. Stan Miller is a pioneer in living trust planning and for decades has helped his clients create the right building blocks to secure their financial futures. Stan is a highly sought-after speaker, author and professional, advising thousands of clients and helping protect more than $4.5 billion in assets. From your first podcast listen, you will know Stan Miller and Legacy Director, Katie Beth Hand are the perfect complement as co-hosts as they interview thought leaders and influencers from the world of estate and financial planning. The guest list includes attorneys, financial advisors, travel experts, health professionals and others with advice on the best tools and services to boost business, serve clients better and build your own legacy. Stan and Katie Beth want to show you how to create meaningful legacies for your clients. Find out here on Legacy Leaders.  Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 06 Feb 2023 22:16:22 -0000 Welcome to the Legacy Leaders Podcast! trailer Stan Miller Are you looking to make a deeper connection with your clients? Do you want to be more than someone who just sells services to your clients? Would you like to build a relationship that makes you a real trusted advisor? Tune in to legacy leaders to hear from top industry thought leaders about the latest programs, strategies, and tools to build your business and become a legacy leader. Stan Miller is a pioneer in living trust planning and for decades has helped his clients create the right building blocks to secure their financial futures. Stan is a highly sought-after speaker, author and professional, advising thousands of clients and helping protect more than $4.5 billion in assets. From your first podcast listen, you will know Stan Miller and Legacy Director, Katie Beth Hand are the perfect complement as co-hosts as they interview thought leaders and influencers from the world of estate and financial planning. The guest list includes attorneys, financial advisors, travel experts, health professionals and others with advice on the best tools and services to boost business, serve clients better and build your own legacy. Stan and Katie Beth want to show you how to create meaningful legacies for your clients. Find out here on Legacy Leaders.  Learn more about your ad choices. Visit megaphone.fm/adchoices Are you looking to make a deeper connection with your clients? Do you want to be more than someone who just sells services to your clients? Would you like to build a relationship that makes you a real trusted advisor? Tune in to legacy leaders to hear from top industry thought leaders about the latest programs, strategies, and tools to build your business and become a legacy leader.

Stan Miller is a pioneer in living trust planning and for decades has helped his clients create the right building blocks to secure their financial futures. Stan is a highly sought-after speaker, author and professional, advising thousands of clients and helping protect more than $4.5 billion in assets.

From your first podcast listen, you will know Stan Miller and Legacy Director, Katie Beth Hand are the perfect complement as co-hosts as they interview thought leaders and influencers from the world of estate and financial planning. The guest list includes attorneys, financial advisors, travel experts, health professionals and others with advice on the best tools and services to boost business, serve clients better and build your own legacy. Stan and Katie Beth want to show you how to create meaningful legacies for your clients. Find out here on Legacy Leaders. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

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