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Legacy Leaders

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The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.

Location:

United States

Description:

The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.

Language:

English


Episodes
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Ethical Selling Practices: Catering to Different Needs & Budgets

7/15/2024
Justin Janowski has helped hundreds of coaches build their dream businesses from the ground up. Driven by his faith, he founded Faith2Influence to help people learn what it takes to turn coaching into a profitable business venture. Justin has guided Christian and non-Christian coaches alike through the rewarding process of optimizing business models, pricing, and sales strategies so that they can scale their income alongside their impact. He has a passion for sharing this process with emerging Entrepreneurs to help them simplify and grow their businesses the right way. Listen to this informative Legacy Leaders episode with Justin Janowski about ethical selling practices. Here is what to expect on this week’s show: ● Justin emphasizes the importance of emotional preparation as the first step in his process. He suggests having a ritual to get into a peak emotional state before a sales call, believing that emotions are contagious and can impact the outcome of the conversation. ● A significant highlight of Justin's approach is pre-framing the conversation. By setting clear expectations and gaining consent to sell, Justin creates a transparent and professional atmosphere that puts both parties at ease. ● Justin's philosophy on sales is encapsulated in his quote, "I'm a champion for high integrity sales." He envisions transforming the culture of sales from a negative connotation to one of integrity and enjoyment. Connect with Justin: ● Website: www.faith2influence.com ● Facebook - www.facebook.com/groups/f2ichallenge ● LinkedIn - https://www.linkedin.com/in/justinjanowski 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

Duration:00:28:00

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Darin Davis: Taking Control: From Employee to Entrepreneurial Success Story

7/10/2024
Darin is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He is an active managing partner at Presario Ventures and recently founded Club Capital to further address investor requirements for capital growth and cash flow. Listen to this informative Legacy Leaders episode with Darin Davis about entrepreneurial success. Here is what to expect on this week’s show: ● Darin encourages young entrepreneurs to take the leap into entrepreneurship even if they feel uncertain. His own journey began with a pivotal moment of realizing the need for a change and embarking on a path of self-discovery. ● Through his experience of having to step away due to personal circumstances, Darin stresses the importance of having the right people and procedures in place to ensure business continuity even in unforeseen situations. ● Investing outside traditional markets, such as in multifamily housing, can offer opportunities for growth and diversification. Darin advocates for financial education and initiatives that empower individuals through affordable housing solutions. Connect with Darin: Linkedin: https://www.linkedin.com/in/davisdarin/ Facebook: https://www.facebook.com/profile.php?id=61555027193762 Instagram: https://www.instagram.com/clubcapitalco/ YouTube: https://www.youtube.com/@ClubCapitalCo 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

Duration:00:22:14

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Ben Hockema: Revolutionizing Financial Planning for Diverse Clients

7/8/2024
Ben Hockema, the WSJ and NYT-featured founder of Illuminate Wealth Management, is passionate about sharing his expertise with anyone serious about making better financial decisions. He works with couples and families on their full financial picture; everything from cash flow and paying for education to saving and investing for big goals such as retirement, to individual and small business tax planning so that their clients can gain clarity and develop a path that is unique to their own goals, hopes and dreams. Listen to this informative Legacy Leaders episode with Ben Hockema about financial planning for diverse clients. Here is what to expect on this week’s show: ● Ben stresses the importance of getting to know clients on a deeper level, fostering trust and vulnerability in the financial planning process. ● For younger clients, the emphasis is on cultivating healthy financial habits such as saving and managing expenses rather than solely focusing on investments. ● Ben explains, Illuminate Wealth Management offers a diverse range of investment options tailored to individual needs, ensuring that portfolios align with clients' risk tolerance and financial objectives. Connect with Ben: Website: https://www.illuminatewm.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

Duration:00:23:12

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Roland Ortiz: Maximize Your Wealth with Strategic Investment Planning

7/3/2024
Roland Ortiz is an investment advisor and wealth manager. He believes each person is unique in what they want out of life and that no one person's plans or dreams can fit the mold of others. His focus is only you and what you want to achieve. His success is directly measured by your success. Roland prides himself on providing objective advice extended with individual attention for each client. Currently an investment advisor representative for Athena Wealth Management, Roland has 17 years of practice in the financial and legal industry. Roland holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Listen to this informative Legacy Leaders episode with Roland Ortiz about strategic investment planning. Here is what to expect on this week’s show: ● Roland discusses wealth management: rather than solely concentrating on high returns, prioritize comprehensive financial planning that encompasses estate, tax, financial, and business aspects to ensure long-term success. ● Roland understands the importance of creating a game plan. Develop a clear roadmap for your financial goals, understanding how contributions and investments will lead to desired outcomes such as retirement security, property ownership, or funding education. ● Roland suggests seeking a financial advisor who offers a range of services beyond just investment management, tapping into their knowledge of estate planning, tax strategies, and business planning for a more robust financial approach. Connect with Roland: Website: https://www.myathenawealth.com/ LinkedIn: https://www.linkedin.com/in/roland-ortiz-80662227/ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:20:16

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Rich Bruno: Achieving Work-Life Harmony Through Effective Delegation

7/1/2024
Rich Bruno, an executive coach with a distinguished work history. Rich had a 30-year career as a supply chain leader and is a recent retiree from Johnson & Johnson. Rich's journey has been inspiring, marked by a relentless commitment to talent management, entrepreneurial success, and community leadership. In his three-decade corporate tenure, Rich spearheaded numerous teams and divisions, consistently prioritizing talent management and development. His dedication to fostering growth and success continued when he embraced his entrepreneurial spirit. For the past ten years, Rich has thrived as a successful Franchisee, leading two of the largest Max Challenge locations. As well as being a John Maxwell Certified coach. Listen to this informative Legacy Leaders episode with Rich Bruno about work-life harmony. Here is what to expect on this week’s show: ● Rich emphasizes the significance of making conscious choices to prioritize self-care, relationships, hobbies, and family alongside professional goals. He believes that achieving success in one's career should not come at the expense of personal well-being. ● According to Rich, having written goals is essential for providing direction and clarity in both personal and professional endeavors. Without clear goals, it becomes challenging to map out a path towards success. ● Rich's concept of the well-balanced leader revolves around the idea that individuals can excel in their professional roles while also nurturing meaningful relationships and personal interests. Striking a balance between work and personal life is crucial for long-term fulfillment. Connect with Rich: FACEBOOK (BUSINESS): https://www.facebook.com/richbrunoconsulting LINKEDIN: https://www.linkedin.com/in/rbruno420/ INSTAGRAM: https://www.instagram.com/richbrunoconsulting/ YOUTUBE: https://www.youtube.com/@richbrunoconsulting8478 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

Duration:00:32:23

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Philip Smith: Lead Generation Strategies for Business Success

6/26/2024
Philip Smith is a serial entrepreneur, investor, and author who partnered with Kevin Harrington, one of the original sharks on Shark Tank. He also made the Inc. 5000 list of fastest growing private companies 5 times and he did it as a 1 employee company, working from home. He started his first business in 1998 and has been part of 5 acquisitions so far. Phil is an expert in B2B lead generation and is one of the most sought-after consultants, working with over 10,000 clients and counting. His most recent business, All In One Marketing.com, was created to help companies scale their digital marketing without making costly mistakes. He provides 3 main services, Chief Marketing Officer / Consulting services, an all-in-one marketing software platform and PR services where he can get a company interviewed on major TV networks and published on over 600 websites. Listen to this informative Legacy Leaders episode with Philip Smith about lead generation strategies. Here is what to expect on this week’s show: ● Philip emphasizes the importance of monetizing leads multiple times to maximize revenue. He suggests utilizing various strategies like selling leads to other businesses or employing email marketing and SMS campaigns to extract value from leads beyond the initial contact. ● Philip advocates for a Lead Cost-Based Pricing approach, aligning service prices with acquisition costs. This strategy allows businesses to accurately assess the value of each lead, enabling them to optimize their marketing efforts for better ROI. ● Highlighting the benefits of AI in lead generation, Philip recommends incorporating automation and personalized interactions to enhance conversion rates. By utilizing AI tools, businesses can streamline communication processes and provide tailored experiences to potential customers. Connect with Philip: Website: https://philipfsmith.com/ LinkedIn: https://www.linkedin.com/in/philipfsmith/ 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

Duration:00:28:39

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Michael Vater: Navigating the Complexities of Probate Litigation

6/24/2024
Michael Vater, Esquire, Managing Partner of The Ticktin Law Group headquartered in South Florida has successfully strategized, argued and won complex litigation cases across the US and abroad; including over 20 Florida counties, California, Texas, Pennsylvania, Ohio, South Carolina and Iceland (a victory that created case precedence re: consumer rights in aviation disputes in the European Union) . Vater has been part of The Ticktin Law Group since April 2010. Since joining the firm, Vater has been involved with many entertainment law cases, personal injury cases, and real estate litigation cases. Listen to this informative Legacy Leaders episode with Michael Vater about probate litigation. Here is what to expect on this week’s show: ● Michael stresses the significance of being proactive in estate planning. By completing estate documents ahead of time and avoiding ambiguities in legal documents, individuals can save themselves from potential probate or probate litigation issues down the line. ● Attempting to handle legal matters independently without professional guidance can lead to complications due to the fluid nature of laws and the differences in legal regulations across states. Michael advises that engaging an attorney who specializes in estate planning can provide invaluable expertise. ● Michael explains, a lack of attention to detail can have serious consequences in legal matters. From missing important deadlines to creating unnecessary hurdles, meticulousness in responding to legal proceedings is crucial to avoid complications. Connect with Michael: Website: https://legalbrains.com Linkedin: https://www.linkedin.com/company/the-ticktin-law-group-p.a./ Facebook: https://www.facebook.com/TheTicktinLawGroup X: https://twitter.com/LegalBrains Instagram: https://www.instagram.com/legalbrains/ 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

Duration:00:25:58

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Adams Addison: The Future of Mergers and Acquisitions in Tech

6/19/2024
Addison Adams is the founder of Adams Corporate Law and stands out as the go- to voice on Mergers and Acquisitions for California-based businesses. With nearly three decades dedicated to closing deals, Addison’s expertise isn’t confined to just M&A transactions. He guides business owners, helping companies of all sizes and across all industries in the Golden State achieve growth. Whether it’s mastering investor offerings, crafting watertight contracts, or navigating intricate corporate structures, Addison’s touch is evident in everything he oversees. Whether you’re a startup enthusiast or a seasoned business professional, Addison’s tales from the trenches of deal-making and California’s dynamic business environment promise to both educate and captivate. Listen to this informative Legacy Leaders episode with Addison Adams about mergers and acquisitions in tech. Here is what to expect on this week’s show: ● Whether you are selling or buying a business, the process can be daunting due to the unknown factors involved. Addison stresses the importance of seeking guidance from experienced professionals who can provide insights and guidance through the complexities of the deal. ● Transparency and authenticity are key elements in building trust between parties involved in a business transaction. Being open and honest about the business's financials, operations, and agreements can help facilitate a smoother deal process. ● Addison explains, preparation is key in mergers and acquisitions. Ensuring that all documentation, contracts, and financial statements are in order before entering into a deal can prevent potential pitfalls and facilitate a seamless transaction. Connect with Addison: Website: https://www.adamscorporatelaw.com Blog: https://www.adamscorporatelaw.com/blog/ 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

Duration:00:29:53

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Chris DeWolfe: The Significance of Early Financial Planning for Long-Term Stability

6/17/2024
By placing wealth management planning at the forefront of his approach, Chris DeWolfe empowers his clients to navigate the complexities of the financial landscape with confidence and clarity. DeWolfe holds a BA in Finance from the Seidman College of Business at Grand Valley State University and an Associate of Arts from Northwestern Michigan College. Chris also holds a comprehensive set of professional registrations, including Series 7, 24, and 66. Listen to this informative Legacy Leaders episode with Chris DeWolfe about early financial planning. Here is what to expect on this week’s show: ● Chris stressed the importance of inclusivity and diversification in serving clients of all backgrounds without imposing minimum investment requirements. This approach ensures that investment advice is accessible to a wide range of individuals seeking financial guidance. ● Emphasizing the need for a balanced investment strategy, Chris cautioned against overconcentration in single securities. Diversifying investments helps mitigate risks associated with heavy investments in popular companies and ensures a more stable portfolio. ● Both James and Chris underscored the significance of early financial planning and the benefits of compounding money for long-term financial stability. Encouraging clients to start planning early can lead to better financial outcomes in the future. Connect with Chris DeWolfe: LinkedIn: https://www.linkedin.com/in/christopher-dewolfe-0b075515/ Website: https://www.theicg.com With your Guest Host: James Moore James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environmentwhich allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clientsplan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:29:09

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Nelson Chu: Unlocking Opportunities: Private Credit Investing Explained

6/12/2024
Nelson Chu is an experienced serial entrepreneur and the founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. He and his team have built an end-to-end credit platform unlike any other, empowering borrowers, underwriters, and investors to transact with confidence through governance, asset transparency, and market standardization. Nelson has been recognized by Private Debt Investor as a Rising Star in their annual list of the top 40 individuals shaping the future of private credit. Listen to this informative Legacy Leaders episode with Nelson Chu about private credit investing. Here is what to expect on this week’s show: ● Nelson explains Private Credit Investing offers uncorrelated returns and higher yields compared to traditional savings accounts. Private credit portfolios are usually pools of loans, providing diversification and risk mitigation for investors. ● Nelson emphasizes diversification is crucial in private credit investments through blended notes and diversified baskets of loans. By spreading investments across multiple lenders and loans, investors can access higher yields while minimizing the impact of defaults on individual loans, making diversification a key strategy in private credit investments. ● Transparency in private credit investing is crucial for investors to make informed decisions. By utilizing technology, investors can compare deal structures, monitor portfolio performance regularly, and access historical data reports to evaluate risk and potential returns. ● Nelson discusses private credit is becoming an increasingly significant component of individuals' portfolios, attracting a growing share of investor interest. This allocation allows for diversification and potential higher returns, with private credit offering unique opportunities for investors. Connect with Nelson: Company Website: www.percent.com Personal Website: www.nelsonchu.co Nelson LinkedIn: www.linkedin.com/in/nelson-chu Percent LinkedIn: www.linkedin.com/company/percent-technologies Nelson X: @nelsonchu_ Percent X: @investpercent 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

Duration:00:30:17

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William Vanderbloemen: Be the Unicorn: Mastering the Habits of Successful Leaders

6/10/2024
Listen to this informative Legacy Leaders episode with William Vanderbloemen about successful leadership habits. Here is what to expect on this week’s show: ● Vanderbloemen search group expanded its focus to help values-driven organizations find employees who align with their core values, such as Chick-fil-A and a family-owned company that builds Air Force One. This approach stemmed from William's experience in executive search, prompting him to apply this model to churches in need of leaders. ● William’s book 'Be the Unicorn' explores twelve data-driven habits that differentiate the best leaders, inspired by experiences during the pandemic. The book provides guidance for business leaders looking to identify these key habits in potential hires and individuals seeking to enhance their own career paths. ● The book serves as a resource for business leaders to identify essential habits in potential hires and individuals looking to grow in their careers. It provides guidance for recognizing these habits in potential hires and offers career development advice for enhancing skills and succeeding in different career paths. ● Self-awareness is a crucial trait in personal development and hiring. It is often lacking in society, with individuals unaware of their impact on others in public spaces. Developing self-awareness can lead to improvement in other areas of behavior, making it a fundamental aspect of personal growth and professional success. ● William emphasizes that all twelve skills mentioned can be learned with effort and practice, highlighting the importance of developing interpersonal skills in a workforce influenced by automation and AI. These skills are not innate but can be acquired through dedicated work and guidance, positioning them as essential tools for success in various career paths and industries. Connect with William Vanderbloemen: Amazon: https://www.amazon.com/Be-Unicorn-Data-Driven-Separate-Leaders/dp/1400247101/ref=sr_1_1?crid=MD6J4LFWUSNA&keywords=be+the+unicorn+vanderbloemen&qid=1696252163&sprefix=be+the+uni%2Caps%2C185&sr=8-1 Twitter: https://twitter.com/VanderbloemenSG Instagram: https://www.instagram.com/vanderbloemen/ LinkedIn: https://www.linkedin.com/company/vanderbloemen-search-group LinkedIn: https://www.linkedin.com/in/williamvanderbloemen Instagram: https://www.instagram.com/wvanderbloemen/ Twitter: https://twitter.com/wvanderbloemen Facebook: https://www.facebook.com/vanderbloemen 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

Duration:00:34:11

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Mark Miller: The Heart of Leadership: Nurturing Your Inner Leader

6/5/2024
Mark Miller is a Wall Street Journal and international best-selling author, communicator, and the former Vice President of High Performance Leadership at Chick-fil-A. Mark started his Chick-fil-A career working as an hourly team member in 1977. In 1978, he joined the corporate staff working in the warehouse and mailroom. During his tenure with Chick-fil-A, the company grew from seventy-five restaurants to over 2,700 locations with annual sales exceeding $19 billion. Today, Mark serves as the Co-Founder of Lead Every Day, an extension of his life-inspired mission to encourage and equip leaders with the tools they need to be successful. Mark began writing almost twenty years ago when he teamed up with Ken Blanchard, co-author of The One Minute Manager, to write The Secret: What Great Leaders Know and Do. With over one million books in print in more than twenty-five languages, his global impact continues to grow. For more information, please visit https://leadeveryday.com/. Listen to this informative Legacy Leaders episode with Mark Miller about the heart of leadership Here is what to expect on this week’s show: ● Mark discusses how to demonstrate the behaviors and values that you expect from your team members: show integrity, accountability, and a strong work ethic in everything you do. ● Mark explains emotional intelligence is the ability to understand and manage your own emotions, as well as those of others. Leaders with high emotional intelligence are better able to navigate complex social situations, build strong relationships, and inspire trust and loyalty in their team members. ● Mark stresses the importance of clear and open communication; and it is essential for effective leadership. Listen actively to your team members, provide constructive feedback, and ensure that everyone is on the same page regarding goals, expectations, and responsibilities. Connect with Mark: Website: https://leadeveryday.com/ X: https://twitter.com/MarkMillerLeads 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

Duration:00:25:04

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J. Diane Robinson: Financial Barriers: Making Planning Accessible for All

6/3/2024
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. Listen to this informative Legacy Leaders episode with J. Diane Robinson about making financial planning accessible for everyone Here is what to expect on this week’s show: ● J. Diane's background growing up in poverty and her passion for helping others led her to become a financial expert who believes that financial planning is not exclusive to the affluent, making it accessible and beneficial for blue-collar families as well. ● J. Diane stresses the importance of early financial planning, advising individuals to start by age 30 for retirement security and family protection. J. Diane also underscores the importance of estate planning, noting that even younger individuals have default estate plans that may not reflect their wishes if not carefully considered. ● J. Diane discusses the client-focused financial planning process involves understanding individual needs and gathering information to create a customized financial plan. This approach includes meeting clients in their own comfortable environment to discuss their goals and concerns. ● J. Diane recognizes the importance of sharing memories, values, and knowledge with loved ones, ensuring that her impact is felt for years to come. Connect with J. Diane Robinson: Website: https://www.jdianerobinson.com Website: https://innovationpartnersllc.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

Duration:00:20:27

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Sarah Ulibarri and Danielle Guerrero: Comprehensive Planning for Special Needs Beneficiaries

5/29/2024
Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She also advises and petitions courts regarding modifications of irrevocable trusts in order to account for changes in income and estate tax laws; changes in personal circumstances; and changes in the law of trusts. Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. She leverages her extensive knowledge of California law, the Internal Revenue Code, and best practices to patiently simplify complex tax, estate planning, and trust administration concepts for clients. Listen to this informative Legacy Leaders episode with Sarah Ulibarri and Danielle Guerrero about special needs planning. Here is what to expect on this week’s show: ● Sarah and Danielle prioritize creating personalized legal documents for each client, ensuring that their unique needs and circumstances are taken into account. This level of tailored care sets them apart in the field of estate planning. ● The attorneys engage in specialized planning for special needs beneficiaries, working closely with a network of professionals to provide comprehensive support in managing assets and securing the future of these individuals. ● Sarah and Danielle emphasize the importance of being a constant support system for their clients, going above and beyond to ensure that they receive the assistance and guidance they need. As Danielle aptly put it, "We're always striving to give our best to each client." Connect with Sarah and Danielle: Sarah LinkedIn: https://www.linkedin.com/in/sarah-ulibarri-225920123/ Danielle LinkedIn: https://www.linkedin.com/in/danielleguerrero/ With your Guest Host Jeff Kritzberg: As a Financial Advisor, Jeff helps individuals, couples and families grow their assets for the long term. He takes this mission very seriously and works closely with clients to recommend the appropriate products and services to help achieve their unique goals. Jeff has the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternative strategies to help protect your assets. Connect with Jeff: Website: http://www.prudential.com/advisor/jeff-kritzberg Linkedin: https://www.linkedin.com/in/jeff-kritzberg-16a89a14 Facebook: https://www.facebook.com/Jeff-Kritzberg-at-Prudential-2011137655604721/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:37:07

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Ron Schirtzer: Navigating Estate Disputes: Strategies for Legal Clarity

5/27/2024
Ron is a trial lawyer with diverse experience in complex commercial litigation matters. He represents clients and tries cases across a broad range of practice areas, including products liability, trucking industry, personal injury, employment litigation, professional malpractice, intellectual property, construction law, healthcare, first amendment claims, insurance and surety claims, government and contract bidding and compliance, antitrust, trusts and estates, federal and state tax litigation and general commercial litigation. Listen to this informative Legacy Leaders episode with Ron Schirtzer about estate disputes. Here is what to expect on this week’s show: ● Ronald emphasized the necessity of sitting down with all involved parties, especially spouses, to discuss and outline how assets should be distributed in the event of passing. ● The episode detailed how disputes often center around the mental capacity of individuals when making changes to wills or trusts. Ronald explained the process of proving testamentary capacity through medical evidence and forensic experts, highlighting the emotional strain such challenges can impose on families. ● Ronald underscored the importance of attorneys maintaining objectivity when guiding clients through estate disputes. By staying neutral and rational, lawyers can assist in achieving settlements that alleviate prolonged distress within families. Connect with Ron: Website Ron Schirtzer’s LinkedIn WWHGD’s LinkedIn With your Guest Host Tanisha Coffey: Tanisha Coffey is a homeschooling mompreneur, author & speaker. She oversees the Rock Solid Financial (www.RockSolidFinancial.co) brand. Rock Solid Financial empowers businesses, nonprofits & individuals with insurance-based financial strategies and legal services that enable them to have a secure, fruitful present and future, no matter what life sends their way. In addition to Rock Solid Financial, Tanisha is also an author, speaker and the founder of the Women Wealth Builders, 10XYour401k and The Lofty Entrepreneurbrands. Coffey lives in central Florida with her husband and children. Connect with Tanisha: Website: www.RockSolidFinancial.co The Lofty Entrepreneur: www.TheLoftyEntrepreneur.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:31:39

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Matrona Jessica Ward: Navigating Estate Planning Through the Lens of Faith

5/22/2024
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. Listen to this informative Legacy Leaders episode with Matrona Jessica Ward about estate planning and faith. Here is what to expect on this week’s show: ● Matrona highlights the importance of meeting clients' needs and understanding their values. She emphasizes the significance of having heartfelt conversations with clients to truly grasp what matters most to them. Matrona believes that understanding their heart leads to creating estate plans that reflect their deepest desires. ● Katie Beth mentioned the unique perspective of individuals with a faith background when it comes to end-of-life planning. Matrona echoed this sentiment, emphasizing the boldness orthodox Christians have regarding death, viewing it as something that has already been conquered. Infusing hope and faith into estate planning can make it a more holistic and meaningful process. ● Matrona's journey into estate planning began with exploring a field that aligned with her passion for helping people shape their destinies. She highlights the importance of seeking guidance from professionals who can simplify the technical aspects of estate planning while infusing the process with personal meaning and purpose. Connect with Matrona: http://www.familylegacyplanningfirm.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

Duration:00:20:14

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George Chase: Tailored Insurance Solutions for Family Protection

5/20/2024
George is a seasoned insurance professional with a background in sales and customer service, having transitioned from managing a McDonald's restaurant to the insurance industry. His perspective on insurance industry challenges stems largely from his experiences dealing with common customer issues like unfair rate increases and impersonal service. George remains passionate about problem-solving for his clients and striving for positive outcomes. His dedication to prioritizing his clients' best interests has solidified his position as a trusted advisor in the industry. Listen to this informative Legacy Leaders episode with George Chase about insurance solutions. Here is what to expect on this week’s show: ● George highlights the importance of advisors having the heart of a teacher, educating clients about their insurance needs while prioritizing their well-being. Building trust and ensuring that the advice given is in the client's best interest is crucial. ● George recommends talking to more than one advisor to benefit from different perspectives and ensure that the advice received is solid. Having multiple sets of eyes and working with different companies can provide a comprehensive view of the best insurance options available. ● George advises against opting for online insurance, likening it to a vending machine where the cheapest option is often chosen. He advocated for working with a trusted insurance advisor who can offer personalized advice and ensure that the coverage aligns with the client's specific needs. Connect with George: Website: https://www.comparioninsurance.com/insurance-agent/illinois/warrenville-046c/george-chase 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

Duration:00:18:20

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James Moore: Proactive Steps in Estate and Business Planning Strategies

5/15/2024
James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business. Listen to this informative Legacy Leaders episode with James Moore about business and succession planning Here is what to expect on this week’s show: ● James emphasized the importance of regular reviews in estate planning to ensure that plans remain effective amidst life's changes. He highlighted the need for proactive steps to protect family wealth and business assets. ● James pointed out that the number one reason wealth gets squandered is lack of communication. Effective communication within families and business settings is crucial to ensure the smooth transition of assets and to prevent potential issues in the future. ● James Moore's book 'Family Wealth Protection Planning' focuses on actionable steps and reducing anxiety in estate planning. It aims to provide readers with a sense of relief and confidence in their planning decisions, emphasizing the importance of having a comprehensive plan in place to avoid crises and ensure preparedness. ● Regular reviews in estate planning are essential to ensure plans remain effective amidst life's changes. The process is personalized, focusing on coaching individuals to tailor plans to their specific needs and circumstances. Connect with James: Website: www.mooreandkerbawy.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

Duration:00:28:47

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Daniel Goodman: Empathetic Financial Planning with Tailored Strategies

5/13/2024
Daniel Goodman- Daniel graduated from San Jose State University with Honors with degrees in Economics, Business Finance and Humanities. He also holds an MBA from Santa Clara University with a concentration in Behavioral Finance and Quantitative Decision Methods. Daniel is both a Certified Financial Planner and Chartered Life Underwriter. He is the Director of Financial Planning and Wealth Advisor at Sierra Pacific Financial Advisors, LLC. He has over 20 years of experience in the financial planning industry and enjoys using his extensive financial planning and investment knowledge to champion financial literacy and help clients achieve their personal and custom financial dreams. Listen to this informative Legacy Leaders episode with Daniel Goodman about strategic financial planning. Here is what to expect on this week’s show: ● Daniel specializes in assisting executives with substantial equity compensation planning for retirement in eight to ten years. Sierra Pacific Financial Advisors caters to clients through their satellite offices in San Jose and Oakland, offering educational webinars, a social media presence, and easy access to booking meetings through their website. ● Daniel emphasizes the importance of tax-efficient strategies in financial planning, debunking the misconception that their focus is solely on trading portfolios. This approach involves constructing portfolios with specific goals to balance maximizing returns while minimizing potential losses, emphasizing the need for a strategic and holistic financial plan beyond just trading activities. ● Daniel explains the anxiety of making sound financial recommendations and managing clients' hard-earned wealth is a critical concern. He prioritizes serving his clients by staying informed about market trends and tax implications to protect their financial well-being, reflecting the fiduciary responsibilities of a Certified Financial Planner. ● Daniel's approach to financial planning involves creating tailored plans that show active listening to clients and aim to overcome negative experiences in the financial industry. He also places a strong emphasis on building trust with clients by being transparent about investment reviews and ensuring tax efficiency in financial strategies. Connect with Daniel: Website: https://www.sierrapfa.com/ YouTube: https://www.youtube.com/channel/UCcTpSeyJYGHvoKAa3bQEJtA Instagram: https://www.instagram.com/sierrapacificfinancialadvisors/ LinkedIn: https://www.linkedin.com/company/sierra-pacific-financial-advisors/ Facebook: https://www.facebook.com/sierrapfa/ With your Guest Host Robert Bergman: Bob Bergman is an Estate Planning attorney who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on planning to avoid conservatorship and Probate, special planning for special needs persons, and specialized court petitions involving trusts. Bob is a Certified Specialist in Estate Planning, Trust & Probate Law, as certified by the California State Bar Board of Legal Specialization. App A Santa Clara County resident since 1968, he received his J.D. from Santa Clara Law School in 1980, after attending and graduating from college in Santa Clara County. He is a 15+ year member of Wealthcounsel, a national association of estate planning attorneys with thousands of members. He has also taught continuing legal education to other attorneys Bob presents frequent seminars on living trust planning and is the host of “Plan Your Estate Radio, “ a Monday afternoon live radio talk show on 1220AM KDOW in the San Francisco Bay Area. Bob is married with twin teenage daughters, and enjoys live theater, travel, and wargaming in miniature. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:28:53

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Sally and Tim Santos: Unlocking Medicare Solutions: Tailored Plans for Every Individual

5/8/2024
Tim and Sally are McHenry County's Best of the Fox husband and wife insurance team who own HealthMarkets Insurance, Santos Agency in McHenry on Green Street. Together they specialize in helping individuals and families find the right Health insurance, Medicare, Dental/Vision, and Life insurance plans. A truly homegrown business, the Santos' pride themselves on not only being THE local Health Insurance and Medicare experts, but also strong community leaders and advocates; relentlessly supporting local small businesses, as well as volunteering for and spearheading BIG community projects across McHenry County. Listen to this informative Legacy Leaders episode with Sally and Tim Santos about Medicare Solutions Here is what to expect on this week’s show: ● Tim and Sally leverage their previous experiences in the restaurant and corporate marketing sectors to enhance their roles in the insurance business and provide valuable insights to clients. ● Evaluating the professional compatibility of spouses is crucial before venturing into a business together. Tim and Sally found success by leveraging their individual skill sets and backgrounds to create a harmonious working relationship. This approach allows couples to capitalize on each other's strengths and navigate challenges effectively in a shared business endeavor. ● Professionals like Tim and Sally help families avoid financial hardships due to unexpected health crises, ultimately preserving their savings, properties, and investments for their loved ones. Through careful planning and understanding of insurance options, families can mitigate the risk of depleting their resources to cover medical expenses, ensuring a lasting legacy for generations to come. Connect with Sally and Tim: Website: healthmarkets.com/tsantos Facebook: http://facebook.com/healthmarkets.tim.santos Instagram: https://bit.ly/ClickHere_SantosAgencyonInstagram 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.comand on Facebook, LinkedIn, Instagram, and YouTube. Learn more about your ad choices. Visit megaphone.fm/adchoices

Duration:00:38:55