Legacy Leaders

Will Henshaw, the CEO and visionary behind Metal, views the group as a distinctive community that brings together successful men from diverse backgrounds, including media, entertainment, and technology. He believes that by being part of Metal, men can enhance their roles as husbands, business partners, and overall individuals, benefiting from the camaraderie and shared values within the group. Described as an "edgier version of TED for successful guys," Metal emphasizes personal growth and meaningful connections, steering clear of divisive topics like politics and religion. Will is particularly committed to fostering an environment of integrity and authenticity, ensuring that members can engage in honest personal reflection and cultivate deep, genuine relationships. Listen to this informative Legacy Leaders episode with Will Henshaw about the eight key principles of success in the Metal group, emphasizing the importance of balancing career and personal life amidst technological advancements and fostering genuine human connections. Here is what to expect on this week’s show: ● The Metal group emphasizes eight key principles of success that successful men from diverse professions share. These principles include curiosity, creativity, resilience, integrity, financial literacy, professional development, brotherhood, and work-life balance. ● In a tech-driven world, the Metal community values real connections, balancing career success with personal life, and unplugging to spend quality time with loved ones. ● The Metal community fosters camaraderie through shared interests, avoiding divisive topics. Prioritizing integrity, financial literacy, professional growth, and work-life balance, members commit to their word, build strong relationships, and navigate career and personal challenges effectively. Connect with Will: Website: https://metal.men 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

C.L. Huddleston, founder of Huddleston Law Group, focuses on estate and "Health & Wealth" planning, including trusts, business succession, and tax strategies. He is a founding member of WealthCounsel, Ohio Certified Specialist in Estate Planning, and co-author of For Ohio Doctors. Admitted to the U.S. and Ohio Supreme Courts, he has earned top attorney ratings and the Leave A Legacy Award. Listen to this informative Legacy Leaders episode with C.L. Huddleston discusses personal legacy planning, income tax minimization, and special needs considerations. Here is what to expect on this week’s show: ● C.L. emphasizes the importance of doing estate planning right the first time. Cutting corners may lead to family conflicts and financial challenges down the road. ● C.L. highlights the value of storytelling in the process of estate planning, allowing clients to share their experiences and celebrate their successes. ● C.L. notes that information overload can cause confusion. Through personal stories, client education, and visual aids, thorough initial meetings help simplify estate planning and empower informed decisions. Connect with C.L.: Website: www.huddlaw.com With your Guest Host Vance Bennett: As a seasoned financial advisor with over 25 years of experience, Vance specializes in guiding individuals toward optimal financial decisions. Passionate about helping clients balance their dreams for the future with the responsibilities of today, Vance is dedicated to providing thoughtful and strategic guidance. A proud graduate of The Ohio State University, Vance remains deeply committed to the well-being of both his clients and the community he serves. Connect with Vance: · www.VBQ1.com · www.Know-Parallel.com · www.OFlowTax.com · https://www.facebook.com/VanceBennettFinancialServices/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Pirkle is a business law attorney specializing in taxation, estate planning, and exempt organizations. He advises on tax implications of mergers, reorganizations, and executive compensation. His estate planning expertise includes trusts, partnerships, and charitable foundations. Greg also counsels exempt organizations on compliance, restructuring, and joint ventures. He is the managing partner and practice coordinator of the firm’s Tupelo office. Listen to this informative Legacy Leaders episode with Greg Pirkle about the process of gathering asset information for effective estate planning. Here is what to expect on this week’s show: ● Greg emphasizes the importance of early and informed estate planning to prevent substantial tax burdens and ensure smooth transitions for future generations. ● Through trust and effective communication, Greg highlights the emotional relief and practical advantages that thorough estate planning can offer to individuals and their families ● Greg identifies three main areas where he adds substantial value to his clients' estate plans: addressing estate tax implications, protecting assets from long-term care expenses, and navigating the complexities of family business dynamics. Connect with Greg: Website: https://www.phelps.com/professionals/gregory-d-pirkle.html With your Guest Host: Chuck Gore Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. Connect with Chuck: https://laborretirementservices.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals. A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen their businesses, and achieve financial success. He serves as a trusted advisor and strategic partner, guiding clients toward long-term growth. Listen to this informative Better Business, Better Life episode with Gary Heldt about proactive tax planning and collaborative approaches. Here is what to expect on this week’s show: ● Gary emphasizes the significance of listening to clients, understanding their situation, and formulating customized plans tailored to individual circumstances. This method focuses on building strong relationships to uncover opportunities for tax savings and enhance client wealth. ● Gary highlights the importance of small business owners having a board of advisors to hold them accountable and provide strategic guidance. ● Gary defines success by reflecting on the financial achievements of his clients. He shares a story of partners who, with his guidance and support from other advisors, transformed their struggling business into a successful venture Connect with Gary: LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/ Podcast: https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291 Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Daniel earned his Juris Doctor from Widener University School of Law, graduating magna cum laude and serving as an internal editor for the Widener Law Review. He began his career as a judicial clerk for the Court of Common Pleas of Lancaster County. With a diverse legal background in commercial litigation, maritime law, and suretyship, he later ran a family law practice for 12 years. For the past 15 years, he has focused on helping families navigate legal challenges. Committed to public service, Dan has served on multiple charitable boards and as President of his local school board. Listen to this informative Legacy Leaders episode with Daniel Hill shares insights on the importance of estate planning and asset protection in elder law Here is what to expect on this week’s show: ● Daniel knows bad things can happen to anyone, so it's crucial to have legal and financial plans in place to ensure that loved ones have the necessary support and resources during challenging times. ● Daniel explains by educating individuals about the importance of legal and financial planning, they become more willing to take action and secure their future. ● Daniel discusses support for caregivers. Caregivers juggling responsibilities for both children and aging parents, face significant challenges. Providing them with information on government benefit programs and resources can ease their burden and help them navigate the caregiving journey more effectively. Connect with Daniel Hill: Website: https://hillgrouplaw.com/about/ 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

Greg, a distinguished attorney with a background in finance and law, has seamlessly transitioned from contract law to specialize in estate planning. With over 17 years of experience, Greg's commitment to making estate planning accessible and efficient has helped thousands of clients secure their financial futures. Join us to discover Greg's unique approach to overcoming procrastination and ensuring families have peace of mind with their estate plans. Listen to this informative Legacy Leaders episode with Greg Nussbickel about the importance of ongoing estate planning. Here is what to expect on this week’s show: · Greg explains the importance of estate planning as an ongoing process that requires periodic reviews and adaptations. · Greg offers modern, efficient, and remote estate planning services to help clients overcome procrastination. Timely preparation is crucial to avoid lengthy probate processes and provide financial relief to families. · Greg explains estate planning goes beyond inheritance and encompasses various financial instruments, taxes, and post-death management of bills and health information. Connect with Greg: Website: www.Will.Estate LinkedIn: https://www.linkedin.com/in/gregory-nussbickel-jd-llm-810ba97/ With Your Guest Host Josh Meyer Josh is a devoted father, husband, and entrepreneur with 16 years in financial services. He helps individuals and families design and pursue their true legacy, guiding business and family leaders toward balance and alignment. Josh's passion for legacy planning stems from personal trials, including a near-fatal accident and a battle with cancer, deepening his appreciation for time and purpose. As a qualifying member of the Million Dollar Round Table, he brings expertise and credibility to his mission. Connect with Josh: Website: www.yourpeaklegacy.com LinkedIn: www.linkedin.com/in/JoshSmeyer IG: @peaklegacypartners FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972 Learn more about your ad choices. Visit megaphone.fm/adchoices

Known as “The Connector,” Georgette Pascale has over 25 years of experience in PR, marketing, communications, digital, social media, IR, business development, entrepreneurship, and agency leadership (the agency she founded, grew, and sold was completely virtual two decades ago, way pre pandemic). She is a recognized speaker and highlights her best accomplishments are being a single mom and boxer, rather than talk about her awards, board appointments and accolades. Listen to this informative Legacy Leaders episode with Georgette Pascalle about authenticity, trust, reputation management, targeted marketing, and effective communication. Here is what to expect on this week’s show: ● Georgette discusses prioritizing building trust and authenticity through PR, grassroots strategies, and testimonials before venturing into advertising. ● Georgette highlights the importance of prioritizing quality over quantity in marketing strategies. Instead of overwhelming potential clients with excessive advertisements, she advocates for a more targeted, thoughtful approach that fosters genuine connections. ● Georgette explains recognizing your clients' preferred communication style can resolve many challenges. Adapting your approach to align with their preferences fosters smoother, more efficient, and effective interactions. Connect with Georgette: Instagram: https://www.instagram.com/beyourowng/ LinkedIn: https://www.linkedin.com/in/georgettepascale/ Facebook: https://www.facebook.com/profile.php?id=61557847648052 With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals. A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan Trust. He is updating the ABA’s Charitable Gift Planning: A Practical Guide for the Estate Planner and serves on nonprofit boards. Listen to this informative Better Business, Better Life episode with Richard Mills about estate planning and charitable giving. Here is what to expect on this week’s show: ● Richard highlights donor-advised funds as a way to make philanthropy more accessible, allowing families to foster generosity and honor loved ones through charitable giving. ● Richard explains qualified charitable distributions from retirement accounts as an effective strategy for blending charitable giving with estate planning, allowing individuals to support their favorite causes while enjoying tax benefits. ● Richard emphasizes the importance of collaborating with estate planners, accountants, and gift planners to effectively navigate the complexities of charitable giving. Connect with Richard: Website: https://shrr.com/our-people/richard-mills/ LinkedIn: https://linkedin.com/in/richard-rick-mills-712b401b Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Carrie Zatelli is an attorney, entrepreneur, investor, and mother. She is the founder and president of Sky Capital, LLC, where she helps investors achieve financial freedom through multifamily apartment investments, ensuring safe and clean living environments. Before her work in multifamily investing, Carrie co-founded Walkway Restoration, Inc. in 2014, specializing in sidewalk safety and compliance solutions for both low-income and fair market rate multifamily housing nationwide. Listen to this informative Legacy Leaders episode with Carrie Zatelli about Transitioning from Law to Real Estate Investing Here is what to expect on this week’s show: ● Carrie points out that unlike the legal field, success in real estate isn’t determined by the number of hours worked. Instead, recognizing the importance of efficiency and strategic decision-making can lead to a more balanced and successful career. ● Real estate investing enabled Carrie to build wealth while maintaining a healthy work-life balance. By aligning career choices with personal values, professionals can achieve financial success without compromising well-being. ● Carrie explains her success in real estate stemmed from collaborating with experts and leveraging their knowledge within investment teams. Building a strong network and utilizing diverse skills helps navigate challenges and capitalize on opportunities in the market. Connect with Carrie: Instagram: https://www.instagram.com/skysyndication?igsh=N2MybTRhZXN0dHE4 Facebook: https://www.facebook.com/investskycapitalllc LinkedIn: https://www.linkedin.com/in/carriezatelli/ With your Guest Host: Josh Meyer Josh is a devoted father, husband, and entrepreneur with 16 years of experience in financial services. He is passionate about helping individuals and families design and achieve their legacy vision, focusing on balance and alignment in both business and personal life. Josh’s commitment to legacy planning was shaped by transformative experiences, including a near-fatal accident and a battle with cancer, which deepened his appreciation for time and purpose. As a member of the Million Dollar Round Table, Josh brings expertise and credibility to his mission of empowering clients to live their legacy. Connect with Josh: Website: www.yourpeaklegacy.com LinkedIn: www.linkedin.com/in/JoshSmeyer IG: @peaklegacypartners FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972 Learn more about your ad choices. Visit megaphone.fm/adchoices

John Scott, a Partner in Tax at Anders for over 30 years, specializes in advising law firms on maximizing profits and minimizing taxes. With a proven track record, he has guided firms of all sizes in optimizing cash flow, leveraging KPIs, and navigating complex tax codes. John analyzes financial statements to identify actionable strategies for improving profitability and cash flow. He helps law firm owners focus on practicing law by providing tailored advice on staff utilization, dynamic forecasting, hiring decisions, career path development, trust accounting, and partner distributions. Listen to this informative Legacy Leaders episode with John Scott about optimizing financial processes for law firms. Here is what to expect on this week’s show: ● John emphasizes the importance of leverage in law firms, indicating that maintaining a 3-to-1 ratio of professionals per file can increase profitability and sustainability. ● John explains hiring a virtual CFO can provide substantial cost savings and process improvements compared to traditional CFO roles. ● John promotes a subscription-based flat fee billing model, ensuring clients know their annual fee divided by 52 and pay on a weekly basis. Connect with John: Website: https://anderscpa.com/ John's LinkedIn: https://www.linkedin.com/in/john-c-scott-cpa Company LinkedIn: https://www.linkedin.com/company/vcfobyanders/ YouTube: https://www.youtube.com/@vcfobyanders Instagram: https://www.instagram.com/vcfobyanders/ Facebook: https://www.facebook.com/@vcfobyanders With your Hosts: Stan Miller 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

Randy Gravitt is an author, speaker, and executive coach who encourages leaders to reach their potential. In 2014, Randy founded Lead Every Day, where he currently serves as the CEO (Chief Encouragement Officer), leading a team of coaches and consultants who work with high-performance leaders, organizations, and teams around the world. As a speaker, Randy delivers keynotes and training workshops on the topics of leadership, culture, team building, organizational effectiveness, and peak performance. Those he works with include: Chick-fil-A, Grand Hyatt, Fellowship of Christian Athletes, Kroger, and the Winshape Foundation. He has also served as one of the leadership coaches for the Pittsburgh Pirates and the Buffalo Bills. Listen to this informative Legacy Leaders episode with Randy Gravitt about empowering your team. Here is what to expect on this week’s show: ● Randy discusses the importance of self-leadership and work-life balance as foundational aspects of effective leadership. ● Randy advocates for servant leadership, emphasizing the importance of supporting and holding others accountable to create a positive and high-performing environment. ● Randy addresses the importance of leadership fundamentals such as alignment and engagement in achieving organizational success. Connect with Randy Gravitt: Website: randygravitt.com Instagram: https://www.instagram.com/randygravitt/ LinkedIn: https://www.linkedin.com/in/randygravitt/ X: https://x.com/randygravitt With your Hosts: Stan Miller 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

Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resident business owners. Dustin has worked in the areas of entity formation, estate planning, transactional, risk mitigation and creditor exemption planning, as well as trust administration and litigation. Listen to this informative Legacy Leaders episode with Dustin Nichols about retirement planning. Here is what to expect on this week’s show: Dustin stresses the significance of staying informed about the changes in retirement laws and being proactive in reassessing asset protection strategies to mitigate risks associated with creditor claims. Dustin explains PRTs offer a unique opportunity to shield retirement assets effectively. By understanding and utilizing these trusts, individuals can secure their savings from potential legal threats. Dustin discusses the importance of not overlooking exemptions and maximizing their benefits for personal and client welfare. Connect with Dustin: Website: https://www.dinapc.com/ With your Guest Host: Rod Hatley Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ LinkedIn: https://www.linkedin.com/in/rodneyhatley/ Facebook: https://www.facebook.com/HatleyLawGroupAPC/ Twitter: https://twitter.com/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices

Paige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA. Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations. She graduated from Stanford University and Harvard Business School. Paige serves on several Boards, is a popular speaker and columnist who has written for Entrepreneur and Forbes. Listen to this informative Legacy Leaders episode with Paige Arnof-Fenn about personal branding. Here is what to expect on this week’s show: Paige suggests identifying what sets you apart from others in your industry and using that as a competitive advantage. Paige understands technology plays a significant role in today's business environment, but she reminds us not to overlook the importance of human connection. Paige advises individuals to ensure that their digital footprint represents them in the best possible light, without any "digital dirt" that could tarnish their brand image. Connect with Paige: Website: www.mavensandmoguls.com LinkedIn: https://www.linkedin.com/in/paigearnoffenn With your Hosts: Stan Miller 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

Nicholas Pope's mission is to have a positive impact on people. Professionally, he has chosen to help clients and their families plan for and maintain a financial sense of confidence by implementing strategies designed to preserve the wealth clients have created and helping to build a legacy for future generations. Listen to this informative Legacy Leaders episode with Nicholas Pope about tailored financial strategies. Here is what to expect on this week’s show: ● Nicholas emphasizes the significance of pursuing certifications like the Certified Financial Planner (CFP) designation to align his professional goals with his aspirations. ● Nicholas’ firm, Washington Avenue Advisors, focuses on providing personalized financial strategies tailored to each client's unique needs and goals. This approach emphasizes the importance of customized financial planning to ensure that clients' individual circumstances are taken into account for effective wealth management. ● Nicholas discusses The Legacy Lab project. A project at Washington Avenue Advisors that assists business owners in planning for the future, ensuring that their personal and financial goals are aligned for a smooth transition or sale. Connect with Nicholas Pope: Website: www.waadvisors.com LinkedIn: https://www.linkedin.com/in/nicholasbpope/ With your Guest Host: James Moore James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business. Website: https://mooreandkerbawy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Lynn Banis is passionate about empowering others through her expertise in human behavior and development. Several years ago, she made the challenging decision to close her long-term coaching practice to care for her mother until her passing. In the span of just three years, Dr. Banis experienced profound personal loss, losing her mother, younger brother, and husband. Emerging from this dark period of grief, she realized that her PhD in human behavior, decades of experience in human development, and extensive work in coaching and grief recovery uniquely positioned her to help others navigate similar challenges. Motivated by this insight, she founded Widows Rising Together, a program designed to empower widows to overcome loneliness, rediscover purpose, and build fulfilling lives that inspire and leave a lasting legacy. Listen to this informative Legacy Leaders episode with Dr. Lynn Banis about grief. Here is what to expect on this week’s show: ● Dr. Lynn emphasizes the importance of being there for grieving individuals, not just with words but also with actions. ● Dr. Lynn explains it is essential to recognize and respect the different stages of grief that individuals may go through. By acknowledging where the grieving person is in their healing process and offering them the space and time they need, we can provide more effective support. ● Dr. Lynn explains helping the grieving person build a new support system can combat feelings of isolation and loneliness, which are often overwhelming during the grieving process. Connect with Dr. Lynn: Website: https://tinyurl.com/anbh9h5r With your Guest Host: J Diane Robinson Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future. Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike. Connect with J Diane Robinson: Websites: https://www.jdianerobinson.com/ https://www.innovationpartnersllc.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets. Listen to this informative Legacy Leaders episode with Chris Vermeulen about market trends. Here is what to expect on this week’s show: Chris breaks down the stock market into four stages with specific strategies for each. This approach provides a clear roadmap for navigating the complexities of the market and helps investors make informed decisions at each stage. Chris stresses the importance of capital preservation in maintaining one's lifestyle and financial well-being. Chris and Stan emphasize the need for adaptability in asset allocation. Being flexible and responsive to changing market conditions can help investors minimize risks and seize profitable opportunities across different asset classes. Connect with Chris Vermeulen: Website: https://thetechnicaltraders.com LinkedIn: https://www.linkedin.com/in/TradingTechnicalAnalysis/ Twitter: https://x.com/TheTechTraders Facebook: https://www.facebook.com/TheTechnicalTraders/ YouTube: https://www.youtube.com/c/TheTechnicalTraders 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

Attorney Patrick Phancao brings a global perspective to his practice, having lived in Europe, Asia, and Africa. After law school, he gained financial industry experience as Assistant Legal Counsel for a French bank abroad and later as Legal Counsel for a Los Angeles nutrients company, where he handled Patents, Trademarks, Corporate Governance, and Asset Protection. In California, Mr. Phancao set the state's highest bond in a White Collar Crime case and worked on a major tax case, establishing his reputation in Asset Protection and Estate Planning. Recognizing a need among his clients, he expanded into Elder Law and Medicaid/Medi-Cal Planning, partnering with Ms. Shaffer to open a boutique law firm in Irvine specializing in these areas. Listen to this informative Legacy Leaders episode with Patrick Phancao. Here is what to expect on this week’s show: ● Patrick emphasizes the importance of offering tailored solutions for clients at various stages of life. ● Patrick advocates for clients to stay informed about legal tools such as revocable living trusts, irrevocable trusts, and LLCs. Understanding these tools and their benefits can help individuals make informed decisions to protect their assets and plan for the future. ● With changes in estate tax exemptions and the economic landscape, Patrick underlines the importance of preparing for future challenges in estate planning. Connect with Patrick: Website: www.assetprotectioncenter.com Instagram: @apel.center With your Guest Host: Matrona JessicaWard 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. Website: https://familylegacyplanningfirm.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Bill, a 1981 graduate of Cumberland School of Law, has over 40 years of legal experience, focusing on elder law, estate planning, and probate. After roles in the banking industry and planned giving, he founded The Alabama Elder Care Law Firm, LLC. His practice helps seniors with Medicaid planning, VA benefits, and estate matters. Bill has held leadership roles with the Alabama State Bar and Jefferson County Area Council on Aging and has been recognized as a "Top Lawyer in Elder Law" by *Birmingham Magazine*. He is also a published author and frequent speaker. Listen to this informative Legacy Leaders episode with Bill Nolan. Here is what to expect on this week’s show: ● Bill explains estate planning is essential for anyone looking to safeguard their assets, simplify the probate process, and ensure their desires are respected. Wills and trusts serve as crucial tools in this process, allowing individuals to outline their wishes effectively. ● Bill and Chuck emphasize the importance of holistic retirement planning, encompassing financial strategies, healthcare considerations, and personal fulfillment goals. ● Bill stresses the importance of being proactive in estate planning. He mentions the presence of 'red flag moments' in life that should prompt individuals to take necessary actions to protect their assets and plan for the future effectively. Connect with Bill: Website: https://elderlawalabama.com With your Guest Host: Chuck Gore Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. Connect with Chuck: https://laborretirementservices.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Nirit Cohen is an HR Strategist, a future of work expert, and bridge builder between emerging trends and practical solutions. Nirit worked for Intel for almost 30 years in finance, human resources, mergers and acquisitions, in Israel, Europe, the United States and in global responsibility. Today she is a known influencer and speaker on the future of work and the changes to careers, management, organizational processes as well as education and civil service. Her weekly column on the Future of Work appears since 2015 in Globes and The-Marker national newspapers. Her popular weekly podcast, sponsored by Startup-Nation-Central, covers insights on the Israeli Hi-Tech eco-system. Listen to this informative Legacy Leaders episode with Nirit Cohen about purpose-driven careers. Here is what to expect on this week’s show: Nirit emphasizes the importance of redefining traditional career paths and embracing a more fluid approach to work. Nirit highlightes the rapid pace at which knowledge is evolving and becoming outdated. She explains to stay relevant in the dynamic work environment, continuous learning, unlearning, and relearning are essential. Nirit touches upon the growing desire for purpose-driven careers, where individuals seek fulfillment and impact in their professional lives. Success is no longer solely defined by long hours and rigid office structures but by the meaningful contributions one makes to the world. Connect with Nirit: Website: https://niritcohen.com/en/home-en/ Linkedin: www.linkedin.com/in/niritcohen 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

Bennett Braverman is a dedicated trusts and estates planning attorney with the Braverman Law Group, LLC, based in Boulder, Colorado. With a deep commitment to helping clients secure their legacies, Bennett brings expertise and compassion to his practice. Outside of work, he enjoys an active lifestyle, indulging in running, biking, hiking, and meditation. A lover of good books, movies, and quality time with loved ones, Bennett values his close relationships with family and friends. He shares his home with his wife, Diedre, their Corgi, Toby, and their Persian cat, Cody. Listen to this informative Legacy Leaders episode with Bennett Braverman Here is what to expect on this week’s show: ● Bennett highlights the importance of maintaining ongoing relationships with clients to ensure their estate plans stay current and relevant. ● Bennett advocates for the use of trusts over wills for privacy and incapacity planning, especially when dealing with assets like real estate in multiple states. Trusts provide more control and flexibility compared to wills, offering a comprehensive approach to estate planning that can better protect your assets and wishes. ● Bennett stresses that everyone over the age of 18 should have foundational estate planning documents in place. By creating these essential plans early on and updating them as needed, individuals can ensure their assets are protected, their wishes are honored, and their loved ones are provided for in the future. Connect with Bennett: Website: https://www.braverman-law.com 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. Connect with Carol: https://www.linkedin.com/in/⭐-carol-eddy-cfp®⭐-35678512/ Learn more about your ad choices. Visit megaphone.fm/adchoices