Legacy Leaders

What if technology could be the missing link between your mission and your full potential? In this inspiring episode, discover how digital innovation can fuel the impact of small businesses, nonprofits, and local governments. In this episode of Legacy Leaders, guest host Vance Bennett sits down with Brad Griffith, founder of Buckeye Innovation and expert in digital solutions for mission-driven organizations. Together, they explore how under-resourced organizations can harness the power of technology to amplify their reach and impact. Brad draws from his extensive experience to discuss the common challenges small teams face—like limited budgets and lack of digital expertise—offering actionable advice for leaders looking to scale their efforts without sacrificing mission or values. This episode is a must-listen for nonprofit leaders, small business owners, local government innovators, and social impact entrepreneurs, providing both knowledge and tools to navigate today’s digital landscape.Key Takeaways:● Technology as a Force Multiplier: Brad shares how digital tools can help organizations serve 10x more people—without 10x the resources.● From Mission to Scale: Learn how to take your passion-driven work and apply the right tech to expand your impact.● Avoiding Common Mistakes: Discover why “doing it yourself” can hurt more than help, and how to wisely invest in expertise.● The Role of Equity in Innovation: Brad discusses how technology can close opportunity gaps in underserved communities.● The Power of Collaborative Problem Solving: See how bringing in like-hearted (not just like-minded) people leads to more creative, inclusive solutions.Quotes from Brad Griffith:“I love finding a challenge, applying technology to it, and making people’s lives better.”“You can do good while doing well—business can be a tool for positive change.” “Our best clients don’t just want a website—they want to amplify their impact on the world.” 🔗 Conclusion:Technology, when paired with mission and empathy, can create exponential impact. To learn more or connect with Brad, visit BuckeyeInnovation.com or find him on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you prepared for the unexpected when it comes to your estate? Most people aren’t—and the cost of waiting can be overwhelming. This episode of Legacy Leaders explores why proactive planning is critical and how a few simple steps today can protect your legacy tomorrow. In this episode of Legacy Leaders, guest host Vance Bennett sits down with Jessa M. Gary, elder law and estate planning attorney at Isaac Wiles Law Firm. Together, they explore the essentials of estate planning and elder law, sharing valuable insights and practical tips for listeners. Jessa draws from her extensive experience to discuss common pitfalls, complex probate situations, and the importance of taking action early, offering actionable advice for families, retirees, and anyone thinking about their future. This episode is a must-listen for anyone who wants to protect their assets, support loved ones, and avoid unnecessary legal challenges.Key Takeaways:● Start Sooner, Not Later: Waiting to create an estate plan can lead to unnecessary complications and costs.● Avoid Probate in Multiple States: Snowbirds and out-of-state property owners need a coordinated strategy to avoid dual probate.● Update Beneficiaries Regularly: Keeping account beneficiaries current is one of the easiest and most overlooked steps.● A Will Is Not Optional: Without a will, the state decides where your assets go—even if that’s not what you wanted.● Keep Clients Close: Ongoing relationships are key—estate plans should be updated as life changes.Quotes from Jessa M. Gary:● “If you don’t have estate planning documents in place, the state of Ohio is going to make one for you.”● “Being proactive saves your family time, stress, and money later on.”● “I just want to help people—and be their go-to resource for whatever they need.”🔗 Conclusion:Proactive estate planning isn’t just smart—it’s essential. Connect with Jessa:Website: https://www.isaacwiles.com/professional/jessa-m-gary/ 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

What if your love for the outdoors could lead to a dream career — and help others reconnect with nature and family along the way? Discover how fishing, healing, and legacy come together at one of the most unique clubs in America.In this episode of Legacy Leaders, guest host Vance Bennett sits down with Drew McCartt, Director of Sporting Services at Briarwood Sporting Club and an expert in fish behavior, fly fishing, and member engagement. Together, they explore how Briarwood blends outdoor recreation with deep family connection, sharing valuable insights and practical stories from the field. Drew draws from his extensive background in fisheries science and outdoor leadership to discuss how fishing can be a tool for healing, connection, and legacy-building, offering actionable advice for outdoor enthusiasts, families, and anyone seeking balance between passion and profession. This episode is a must-listen for nature lovers, legacy-minded professionals, and those curious about creating meaningful family experiences in the outdoors. Key Takeaways:● 🎣 Fishing as Healing: How Drew helped a member regain joy and connection through fly fishing after a major injury.● 🌲 Unplug & Reconnect: Why Briarwood is the go-to escape for families seeking meaningful time together in nature.● 💼 Turning Passion into Profession: Drew’s journey from biologist to fishing concierge and business developer.● 🧭 Building a Legacy Club: How intentional membership and spring-fed waters create an unmatched outdoor experience.● 🗣️ Marketing to a Niche: How Briarwood thrives by staying exclusive and relationship-driven in a mass marketing world. Quotes from Drew McCartt:“I enjoy helping others catch their first trout as much as catching one myself.”“This club isn’t just about fishing — it’s about healing, family, and making memories that last.”“Fun. Learn. Catch fish. Respect nature. That’s my mission with every member.” 🔗 Conclusion:Whether you're an avid angler, nature lover, or someone looking to leave a legacy through shared outdoor experiences, this episode offers both inspiration and practical wisdom. Website: https://briarwoodclub.com/Facebook: https://www.facebook.com/BriarwoodSportingClubInstagram: https://www.instagram.com/briarwoodsportingclub/ 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

Are people really the problem or is it your structure? Discover how to finally fix your people problems, prevent burnout, and lead with intention and impact.In this episode of Legacy Leaders, Katie Beth sits down with the CEO of LifePulse Matt Granados, a sought-after speaker and bestselling author. Together, they explore how to solve people problems at their root, sharing valuable insights and practical tips for listeners. The guest draws from extensive experience coaching leaders at organizations like Google, Twitter, and the U.S. Air Force to discuss perpetual development, motivation, and avoiding burnout, offering actionable advice for business owners, team leaders, and anyone managing people. This episode is a must-listen for high-performing leaders and professionals, providing both knowledge and tools to navigate this important subject.Key Takeaways:● 🔄 Intention + Structure = Results: Learn how to bridge the gap between good ideas and consistent implementation.● 💡 Truth-Based Transformation: Solve people problems by identifying root causes, not just treating symptoms.● 🔥 Burnout is Preventable: Why burnout is a leadership issue—and how to stop it before it starts.● 🎯 Motivation Isn’t Missing—It’s Misunderstood: Discover the difference between fear-based and love-based motivation.● 🧭 Lead with Legacy in Mind: How your personal and professional leadership can align to create a lasting impact.Quotes from Matt:"Burnout is your fault. It’s much easier to prevent than it is to repair.""Intention without structure is wasted energy. Structure without intention is a wasted opportunity.""If you're not available for the calling on your life, you're a slave to your own success." 🔗 Conclusion: Whether you're leading a team or running your own business, the real key to growth and sustainability lies in your ability to align intention with structure—and lead from a place of truth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover why purpose-driven leadership transforms teams—and why so many leaders today are struggling to find it.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dr. Matt Paden, President and Managing Partner of Great Daze Leadership. Together, they explore purpose-driven leadership, navigating organizational change, and the power of servant leadership, sharing valuable insights and practical tips for listeners. Dr. Paden draws from his extensive experience in higher education, consulting, and organizational development to discuss why leaders feel stuck, how to lead through messy transitions, and the importance of understanding your purpose, offering actionable advice for leaders, business owners, and anyone navigating workplace change. This episode is a must-listen for those striving to lead with clarity, confidence, and legacy, providing both knowledge and tools to navigate this important subject.Key Takeaways:● ⭐ Leadership Is Lonelier Than Ever: Why leaders today feel isolated—and what they can do to overcome that loneliness through sounding boards and healthy support systems.● 🌱 Purpose Isn’t a Goal—It’s a Way of Being: Dr. Paden explains how discovering your purpose unlocks confidence, direction, and effectiveness as a leader.● 🔄 Change Has a Story: Learn the four key elements of leading through transition: the plot, the characters, the setting, and the action steps.● 🤝 Servant Leadership Starts With “Working for the Good of the People”: A powerful framework built on the lessons of Mordecai and Esther, redefining influence and impact.● 🧠 Leaders Get Stuck in the Fog: Understanding why even brilliant leaders freeze under pressure—and how to regain clarity before making drastic decisions.Quotes from Dr. Matt Paden:"There are two great days in your life—the day you’re born and the day you realize why.""Purpose isn’t a task list. Purpose is a way of being—it shapes how we lead and how we live.""Your leadership brand is the story people tell about you, not the story you tell about yourself."🔗 Conclusion:Purpose-driven, servant-minded leadership creates the kind of legacy people remember—and the kind that transforms teams, organizations, and communities. Connect with Dr Matt Paden:Website: https://greatdaysleadership.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

💰 Are You Living in Financial Overflow or Just Getting By? Discover the Mindset Shifts That Can Transform Your Financial FutureIn this episode of Legacy Leaders, Katie Beth Hand sits down with Vance Bennett, financial services expert and member of the Legacy Leaders Network. Together, they explore the power of holistic financial planning—not just focusing on wealth accumulation, but how to live an intentional, values-based financial life.Vance draws from his personal journey—growing up in a single-parent home—to share how financial empowerment is possible for anyone. From military families to retirees, he offers practical advice for clients at every stage of life. This episode is a must-listen for individuals and families who want to make smarter financial decisions, minimize stress, and build a meaningful legacy.🔑 Key Takeaways:● 🧾 Track Your Spending: Vance shares why simply writing down your expenses—even for a month—can radically shift your financial awareness and behaviors.● 🧠 Be Proactive, Not Reactive: Waiting too long to plan can limit your options. Taking action early can lead to greater peace of mind.● 🧳 Prepare Emotionally for Retirement: Retirement isn’t just financial—it’s also a psychological and lifestyle transition that can catch people off guard.● 🛡️ Stress-Test Your Plan: Vance’s “Overflow Lifestyle” strategy involves testing your plan for potential risks like inflation, long-term care, or unexpected family emergencies.● ❤️ Build a Legacy Beyond Money: True wealth includes the lessons, values, and stories you pass down—not just your financial assets.💬 Quotes from Vance Bennett:● "I value people as individuals and what’s best for them—not just making a sale."● "The Overflow Lifestyle is about designing, maintaining, and protecting your ideal standard of living—then planning for the what-ifs."● "Financial planning is not just about money. It’s about creating intentional impact, even beyond your lifetime."🔗 Conclusion: Financial success isn’t just about numbers—it’s about intention, legacy, and peace of mind. Whether you're approaching retirement or just starting out, Vance's holistic approach can help you create a plan that aligns with your values and vision. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to build a thriving legal practice rooted in integrity, preparation, and passion for advocacy? This episode dives into the powerful story of one attorney’s journey from a teenage pizza maker to a top-tier family law litigator. In this episode of Legacy Leaders, guest host Chris Baldino sits down with a board-certified family law expert Dean Kantaras. Together, they explore the realities of litigating family law cases with credibility and purpose, sharing valuable insights and practical tips for listeners. The guest draws from over three decades of legal experience to discuss the importance of preparation, the impact of AI on the legal field, and how to deliver real results for clients while staying ethical. This episode is a must-listen for aspiring attorneys, legal professionals, and anyone navigating family law, providing both knowledge and tools to thrive in a rapidly evolving legal landscape. Key Takeaways: ● ⚖️ Preparation is Everything: Success in family law litigation hinges on thorough preparation and strategic planning. ● 💬 Credibility Over Gamesmanship: Embellishing facts may win short-term battles but damages long-term outcomes—honesty builds trust with the court. ● 🤖 AI is Reshaping Legal Work: From trial prep to research, AI is transforming support roles—but the human touch is irreplaceable. ● 🧠 Mentorship Matters: Career-shaping guidance came from everyday role models, showing the value of communication and example. ● 🚫 Not Every Client is a Fit: The best outcomes happen when clients follow advice, trust the process, and avoid “Google lawyering.” Quotes from the Guest: ● "Deserving to win—not just winning—is what matters in my practice." ● "You can have the best plan, but if you're not prepared, it’s not going to go anywhere." ● "If a client doesn’t follow my advice, I’d rather walk away than do work I can’t stand behind." 🔗 Conclusion: This episode reinforces why ethical leadership, clear strategy, and relentless preparation remain vital—even in a world of AI tools and fast-paced change. To learn more or connect, visit www.kantarislaw.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

🎭 What happens when a historic theater reinvents itself to build empathy and serve its community in bold new ways? This episode dives into the transformative power of the arts and leadership behind the scenes.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Christy Farnbauch, Executive Director of The Contemporary Theatre of Ohio and longtime arts administrator. Together, they explore the reinvention of a legacy arts organization, sharing valuable insights and practical tips for listeners. Christy draws from her extensive experience in arts leadership to discuss navigating change, leading with empathy, and building sustainable arts ecosystems, offering actionable advice for nonprofit leaders, creatives, and aspiring change-makers. This episode is a must-listen for anyone interested in leadership, community impact, and the future of the arts, providing both knowledge and tools to navigate this important subject.🎧 Key Takeaways:● 🎭 Rebranding with Purpose: Why CATCO became The Contemporary, and how mission-driven branding fosters clarity and growth.● 💡 Leadership in Times of Crisis: How Christy stepped into leadership the day the theater shut down, and rebuilt with resilience.● 🧠 The Power of Empathy: Why storytelling in theater is a powerful tool for building emotional intelligence and social cohesion.● 💼 Behind the Curtain: Understanding the difference between presenting and producing — and why that distinction matters.● 🌱 Creating Opportunity: How building the local arts ecosystem can lead to sustainable careers for creatives in Columbus and beyond.🗣️ Quotes from Christy Farnbauch:● "It's my job to clear the path so artists can do their very best work."● "You can only go up — that’s been the theme of my leadership journey."● "Telling stories rooted in the current moment builds empathy — and empathy changes communities." 🔗 Conclusion: Whether you're in the arts, leadership, or community development, Christy's insights offer a blueprint for resilience, reinvention, and real impact. Don’t miss this inspiring conversation. Connect with Christy:Website: thecontemporaryohio.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you getting honest advice about life insurance—or just a polished sales pitch? In a financial world filled with noise, it's crucial to separate fact from fiction when protecting your family’s future. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Wallis Tsai, founder and CEO of AboveBoard Financial and a seasoned insurance expert. Together, they explore the truth vs. BS in life insurance, sharing valuable insights and practical tips for listeners. Wallis draws from her extensive experience at Goldman Sachs and AboveBoard to discuss how to evaluate insurance products honestly, offering actionable advice for families, financial professionals, and estate planners. This episode is a must-listen for anyone seeking clarity in an often-confusing industry, providing both knowledge and tools to navigate this important subject with confidence. Key Takeaways: ● 💡 Know the "Why" Behind the Policy: If you can’t see the reasoning behind the recommendation, it might not be right for you. Ask for the homework. ● ⚠️ Spotting Sales Pitches: Learn to recognize red flags in life insurance recommendations, especially when no alternatives are discussed. ● 📊 Analyze Like a Pro: Insurance choices are more analyzable than most people think—if someone can’t explain the downside, beware. ● 🧓 Long-Term Care Risks: Health crises later in life can destroy financial plans—early preparation is essential. ● 👨‍👩‍👧‍👦 Planning for the Family: Insurance is about more than numbers—it's about reducing emotional and financial stress for loved ones. Quotes from Wallis Tsai: ● "If your analysis always concludes that insurance is awesome, I’d suggest that’s not really analysis." ● "We vehemently reject the 'have a hammer, see a nail' mentality that plagues insurance." ● "I want to create a safe harbor for people to navigate insurance decisions proudly and confidently." 🔗 Conclusion: This episode is a powerful reminder that with the right analysis and honest guidance, insurance can be a tool—not a trap—in building and protecting your legacy. Connect with Wallis: Website: https://www.aboveboardfinancial.com/ LinkedIn: https://www.linkedin.com/in/wallis-tsai-31622a1/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how savvy real estate investors are deferring massive tax bills using little-known strategies—and why most professionals still haven’t heard of them. In this episode of Legacy Leaders, guest host Rod Hatley sits down with Peter May and Ross Rubin, co-founders of DST Sherpa and 1031 Sherpa, experts in real estate tax deferral and estate planning. Together, they explore the power of Delaware Statutory Trusts (DSTs) and 1031 exchanges—tools that can help real estate owners defer capital gains, reduce tax burdens, and create smoother succession plans. Peter and Ross draw from decades of legal, tax, and business experience to discuss the often-overlooked opportunities in DSTs, offering practical guidance for CPAs, estate planning attorneys, realtors, and real estate investors. This episode is a must-listen for anyone advising or owning real estate, providing both education and strategy to make smarter, tax-efficient decisions. Key Takeaways:● 🏢 DST 101: What a Delaware Statutory Trust is and how it enables 1031 exchange eligibility.● 💰 Massive Tax Savings: How DSTs can help clients defer up to 30–40% in capital gains, depreciation recapture, and more.● 🧩 Client Suitability: Who qualifies for DSTs and why professionals like CPAs and attorneys are key partners in the process.● 🛡️ Backstop Strategy: Why DSTs offer critical protection when traditional 1031 exchanges fall through.● 🧠 Planning Early Pays Off: Why engaging in DST planning before selling real estate leads to the best outcomes. Quotes from Peter May and Ross Rubin:● "We're not selling—we're solving. And DSTs are one of the best-kept solutions in real estate tax planning."● "It’s not a loophole. It’s legislative grace—a lawful way to defer taxes using the tools Congress provided."● "Tell me about your real estate—that one question can open the door to massive planning opportunities." 🔗 Conclusion:Whether you’re a professional advisor or real estate owner, this episode offers actionable insight into using DSTs and 1031 exchanges to protect wealth and preserve legacies. To learn more or connect with Peter and Ross, visit dstsherpa.com or 1031sherpa.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡 What if building wealth wasn’t just about making money—but stewarding a legacy with eternal impact?In this episode of Legacy Leaders, Katie Beth Hand sits down with Sam Vadakekut, author, entrepreneur, and faith-based wealth advisor. Together, they explore the concept of biblical stewardship in business and finance, sharing valuable insights on aligning money with purpose. Sam draws from decades of experience as a mentor and financial educator to discuss how ancient wisdom can shape modern wealth-building, offering actionable advice for entrepreneurs and leaders seeking a deeper, more meaningful path to success. This episode is a must-listen for purpose-driven entrepreneurs, business owners, and faith-based leaders, providing both timeless wisdom and practical tools to navigate wealth with intention.Key Takeaways:● 📖 Faith-Based Finance: Learn how biblical principles on money and stewardship provide a framework for lasting impact.● 🌱 Stewardship vs. Ownership: Why seeing yourself as a steward, not an owner, can transform your mindset and mission.● 💼 Purpose-Driven Wealth: How aligning your business goals with your life’s purpose leads to lasting satisfaction.● 🔥 The Power of Mindset: Discover how breaking free from a scarcity mindset can unleash influence, generosity, and freedom.● 🌍 Marketplace Apostleship: Understand your role in the marketplace as a calling—not just a career.Quotes from Sam Vadakekut:● "You can either be a slave to money or be an entrusted steward."● "A tree never eats its own fruit—your gifting is meant to serve others."● "You can use your temporary wealth to build eternal riches."🔗 Conclusion: Sam reminds us that true wealth is more than accumulation—it’s about stewardship, impact, and legacy. This episode challenges entrepreneurs to redefine success and live with eternal purpose.Connect with Sam:Website: https://aboutmyfathersbusiness.life/LinkedIn: https://www.linkedin.com/in/sam-vadakekut-8855623/LinkedIn Business: https://www.linkedin.com/showcase/aboutmyfathersbusiness/?viewAsMember=trueFacebook: https://www.facebook.com/profile.php?id=61562115457568 Learn more about your ad choices. Visit megaphone.fm/adchoices

🎙️ What Makes a Real Estate Professional Truly Exceptional? Discover the Power of Purpose, Process, and People SkillsIn this episode of Legacy Leaders, guest host James Moore sits down with Kevin Yoder, founder of Yoder Real Estate and a visionary business coach. Together, they explore what it really means to be a trusted advisor in the high-stakes world of real estate, sharing valuable insights and practical tips for listeners. Kevin draws from over two decades of experience to discuss what drives success in real estate, how he built a business rooted in trust and process, and why personal growth is the secret weapon of top performers. This episode is a must-listen for aspiring professionals, business owners, and anyone navigating the real estate world, providing both knowledge and tools to elevate your personal and professional game.🔑 Key Takeaways:● 🏡 Why Real Estate?: Kevin shares how his journey from criminal justice to door-to-door sales led him to discover a fulfilling, people-centered career in real estate.● 🧠 Sales is Psychology: Real estate isn’t about contracts—it’s about influence, relationships, and helping people make the best decisions for their future.● 🎯 Fiduciary Mindset: The best agents put their clients’ interests first—always. Kevin explains how true professionals serve, not just sell.● 📈 Constant Improvement: Kevin lives by the principle of CANI (Constant and Never-Ending Improvement) and explains why learning is the edge in a changing market.● 🤝 Ideal Clients = Kind + Coachable: Kevin's ideal client isn't based on net worth—it’s about character, openness to a proven process, and mutual respect.💬 Quotes from Kevin Yoder:● “I’m your fiduciary. That means I put your best interest above everyone else's—including my own.”● “I had 34 jobs before I turned 30. I wasn’t lost—I was figuring out where I could make the biggest impact.”● “When you follow a proven process and trust the professional, the result speaks for itself.”🔗 Conclusion:Kevin Yoder is a standout example of what it means to lead with purpose, process, and people-first values. Connect with Kevin: Website: https://yoderrealestate.com/ LinkedIn: http://www.linkedin.com/company/yoderrealestate YouTube (coaching/ Yoder Results): www.youtube.com/@yoderresults Facebook: https://www.facebook.com/yoderrealestate Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you a business leader navigating the pressures of growth, people management, or just craving a sounding board that gets it? This episode reveals why you don't have to do it alone—and how the right community can transform your leadership journey. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Bob Carrothers, longtime Vistage Chair and executive coach with nearly 30 years of experience. Together, they explore the power of peer advisory groups and executive coaching, sharing valuable insights and practical tips for business owners, CEOs, and leaders at every level. Bob draws from his extensive journey—from cattle trading to coaching high-level executives—to discuss the biggest challenges facing leaders today, the human side of business, and how Vistage empowers growth and resilience.This episode is a must-listen for CEOs, entrepreneurs, and professionals looking for clarity, connection, and growth, providing both the knowledge and tools to lead with confidence and community. Key Takeaways:● 💼 People are the hardest—and most important—part of business: Hiring, firing, accountability, and culture are ongoing challenges that require thoughtful leadership.● 🤝 Loneliness at the top is real: CEOs and business leaders often lack safe spaces to talk through challenges—Vistage provides that critical support.● 💡 The group is smarter than any one person: Peer advisory boards allow leaders to tap into collective wisdom, saving time, money, and stress.● 🧠 The coaching is personal, not just professional: From business growth to aging parents and personal crises, Bob’s sessions address the whole person.● ⚙️ Change is accelerating—embrace the tools: AI and tech like ChatGPT aren’t going anywhere. Leaders must explore and adopt them to stay relevant. Quotes from Bob Carrothers:● "The whole person has to be firing on all cylinders to really run a business."● "Everybody needs a coach. Tiger Woods has a coach."● "You're crazy not to at least explore it... I've seen people go from $5 million to $150 million in sales, and then exit their company very wealthy." 🔗 Conclusion:Leadership can be lonely—but it doesn’t have to be. Whether you're a rising leader or a seasoned CEO, this episode will show you the impact of community, coaching, and asking better questions. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡 Are your tax strategies helping—or hurting—your legacy? Most families unknowingly leave behind wealth-draining tax burdens. In this episode of Legacy Leaders, guest host Josh Meyer sits down with Chuck Oliver, founder of The Hidden Wealth Solution and host of Hidden Wealth Radio. Together with host Stan Miller, they explore the power of proactive tax strategy in legacy and estate planning, sharing valuable insights and practical tips for listeners. Chuck draws from his extensive experience in tax-smart retirement and estate planning to discuss how families can preserve more wealth and pass on values—not just valuables. This episode is a must-listen for high-income earners, business owners, and families preparing for wealth transfer, offering tools to build legacy while minimizing taxes. 🎯 Key Takeaways: ● 📉 Tax Deferral ≠ Tax Savings: Many families think deferring taxes is saving—Chuck explains why that mindset can cost you (and your heirs) dearly. ● 🧱 Don’t Build the Castle Without the Moat: Proactive planning is key; the time to act is before the tax hits, not after. ● 💰 $124 Trillion is in Motion: The greatest wealth transfer in history is happening—make sure your plan reflects your values and protects your family. ● ⚠️ Avoid the Widow Tax Trap: Many couples overlook the long-term tax implications of surviving spouses. ● 🔁 The Power of Process: Tax, financial, and estate planning professionals working together creates transformational—not transactional—outcomes. 💬 Quotes from Chuck Oliver: ● "Don’t let your IRA become an IOU to the IRS." ● "Tell me and I may forget. Show me and I may remember. Involve me and I will understand." ● "My grandkids won’t remember the money—but they’ll remember the memories. I want to be a memory heir, not a millionaire." 🔗 Conclusion: This episode is a reminder that tax strategy is legacy strategy. Get in front of the tax risk before it's too late—and empower future generations with not just wealth, but wisdom. Connect with Chuck: Website: https://thehiddenwealthsolution.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

💡 Are you truly maximizing your financial future—or just getting by?Discover how holistic financial and estate planning can change everything.In this episode of Legacy Leaders, Katie Beth Hand and Zac White sit down with Mike Mitchell, President and CEO of Strategic Wealth Partners, and Randy Rose, Financial Advisor and veteran of the insurance and financial planning world. Together, they explore the power of strategic, integrated planning, sharing valuable insights and practical tips that help families achieve economic efficiency and long-term wealth growth.Mike and Randy draw from decades of experience to discuss why most people are unknowingly inefficient with their finances, how to fix it, and why estate planning and financial advising must go hand in hand. This episode is a must-listen for families, young professionals, public employees, and business owners looking to create financial clarity and a legacy that lasts. Key Takeaways:● 💰 Economic Efficiency Matters: Most clients are unknowingly wasting financial potential. With strategic planning, they can maintain lifestyle while freeing up new cash flow.● 🏛️ Estate Planning Integration: Estate planning isn’t just about documents—it’s about coordinated, ongoing strategy across all advisors.● 📉 Avoid Common Mistakes: Outdated wills, term-only insurance, and lack of communication between professionals can derail even the best-laid plans.● 👮‍♀️ Specialized Support for Public Employees: Many don’t understand how their pension and retirement plans work—Randy explains how to optimize them.● 🧩 Holistic Is Best: When clients and professionals collaborate with a strategic mindset, it creates harmony and long-term security. Quotes from Mike Mitchell & Randy Rose:● "Most people are economically inefficient—not because they’re careless, but because life gets in the way." – Mike Mitchell● "Our process brings all your advisors together, like an orchestra following a conductor, to create financial harmony."– Mike Mitchell● "When you get to age 70 with a term policy and debt, you realize you should’ve planned for the long haul." – Randy Rose 🔗 Conclusion: This episode underscores how financial and estate planning must be proactive, collaborative, and ongoing. The earlier you start—and the more coordinated your team—the better your outcome will be. Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when you lose a loved one and face a $50,000 court battle? If you think estate planning is only for the wealthy, this episode might change your mind. In this episode of Legacy Leaders, guest host Chris Baldino sits down with Christian Smith, an estate planning attorney serving the Tampa Bay area. Together, they explore the real-life consequences of avoiding or delaying estate planning, sharing valuable insights and practical tips for protecting your legacy. Christian draws from personal experience—starting with the loss of his grandfather and a painful probate battle—to discuss how families can avoid unnecessary court costs, family rifts, and financial chaos.This episode is a must-listen for families, homeowners, retirees, and anyone who wants to pass down their legacy with clarity and peace of mind, providing both the why and how of smart estate planning. Key Takeaways:● 🏠 Estate Planning Is Not Just for the Wealthy: Standard families have the most to lose when it comes to probate costs and family drama.● 💸 Probate Is Expensive—Avoid It: In Florida, statutory probate fees can cost families 3% of the estate—easily tens of thousands of dollars.● 📅 Review Plans Annually: Life events like deaths, births, or moves between states are all reasons to update your documents.● 🔏 Trusts Offer More Protection Than Wills: Properly structured trusts can be more difficult to contest and help avoid costly legal battles.● 🤝 Personalized, Human Support Matters: In a world full of automation and AI, Christian offers direct access and personalized, ongoing legal support. Quotes from Christian Smith:● "Most of my clients aren’t millionaires—they’re standard families who just want to protect what they’ve worked for."● "Trusts not only avoid probate, they also reduce the chance of lawsuits and family feuds."● "We’re all on borrowed time. Estate planning isn't about fear—it's about preparation and peace of mind." 🔗 Conclusion:Estate planning isn't a luxury—it's a necessity for families of all sizes and backgrounds. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it really take to prepare your kids—and yourself—for a world that's changing faster than ever? 🧠🌎 In this eye-opening episode of Legacy Leaders, we explore how redefining education can change the legacy you leave behind. 🎙️ In this episode of Legacy Leaders, guest host Josh Meyer sits down with Sam Trahin, entrepreneur, father, and former Olympic-level swimmer. Together, they explore legacy through the lens of education, fatherhood, and personal growth, sharing valuable insights and practical tips for families navigating a rapidly changing world. Sam draws from his extensive experience in elite athletics, parenting, and educational innovation to discuss how foundational learning, emotional intelligence, and adaptability can shape multigenerational legacy. This episode is a must-listen for parents, entrepreneurs, educators, and anyone serious about leaving a meaningful impact, providing both mindset shifts and real-world tools to rethink how we learn and lead. 🔑 Key Takeaways: 🧠 Legacy Starts with Mindset: Legacy isn’t about buildings or bank accounts—it’s about the values and principles you instill in others, especially your children. 📚 Education Is the Foundation: True legacy requires foundational learning at home, starting in the earliest years with vocabulary and critical thinking. 🤝 Legacy Is a Win-Win: Sam unpacks the power of mutual benefit—how helping others doesn’t mean sacrificing your own goals. 🔄 Adaptability Is the New Literacy: In a world of AI and constant change, learning how to learn (and unlearn) quickly is a core skill. 👨‍👩‍👧‍👦 Parents Are the New Educators: You don’t need to pull your kids out of school, but you do need to reclaim authority over how and what they learn. 🗣️ Quotes from Sam Trahin: "Legacy to me means what you instill within principles that will help not just your family, but the community and world at large." "The biggest return on your investment is your education—because learning one thing can 1,000x your life." "We want to give parents back the authority of education. That’s where true transformation starts." 🔗 Conclusion:Sam challenges us to think bigger than wealth or personal accolades—to build a legacy rooted in learning, emotional intelligence, and long-term community impact. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how intentional financial planning today can empower you to live and give generously tomorrow. Whether you’re a business owner, a professional woman, or navigating a major life transition, this episode is packed with the clarity and confidence you need to build a lasting legacy.In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Megan Whitehead, Financial Advisor and former business consultant. Together, they explore the importance of proactive financial planning and succession strategies, sharing valuable insights and practical tips for listeners. Megan draws from her extensive experience in finance, higher education, and small business consulting to discuss the most common planning mistakes, the emotional and financial toll of waiting too long, and how to build a team-centered approach that protects your legacy. This episode is a must-listen for business owners, families, and women looking for financial empowerment, providing both knowledge and tools to navigate this critical subject. Key Takeaways:💡 Start Early, Stay Ready: Proactive planning—10 years out—is the key to smooth retirement, succession, and avoiding financial chaos in emergencies.🧩 Holistic Planning Matters: The best outcomes come when your attorney, financial advisor, CPA, and insurance agent work together toward your vision.👩‍💼 Empowering Women in Finance: Megan creates a safe, judgment-free space for women to ask questions, gain clarity, and feel in control of their financial futures.🏢 Succession Planning for Business Owners: Without a solid plan, 70% of small business owners sell in a “fire sale”—losing value and peace of mind.❤️ Legacy Through Service: Megan’s faith and servant-leader heart shape every client interaction—her goal is not just financial success, but purpose-driven living. Quotes from Megan Whitehead:● "My ideal client is someone who doesn’t have it all figured out—but is willing to engage in the process."● "Having no plan at all is absolutely the worst plan."● "If giving to causes that are important to you is important, you have to make intentional decisions so that you’re in a place to be able to do that." 🔗 Your financial future doesn’t start at retirement—it starts now. Listen to this episode for a roadmap to peace of mind, financial confidence, and a legacy that lasts. Connect with Megan:Schedule a Meeting with Megan Website LinkedIn Facebook Learn more about your ad choices. Visit megaphone.fm/adchoices

🔐 Do Your Digital Assets Die With You? Learn How to Protect Your Online LegacyIn this episode of Legacy Leaders, guest host Chuck Gore sits down with Richard Zack, CEO of Eternal.Me and a 30-year tech veteran. Together, they explore the rising importance of digital estate planning, sharing valuable insights and practical solutions for preserving your digital legacy. Richard draws from decades of experience in internet technology and software development to discuss the overlooked but critical issue of securing digital assets in estate plans, offering actionable advice for estate attorneys, financial planners, and families looking to future-proof their legacies. Key Takeaways: 💻 Digital Assets Matter: From crypto to email accounts, your online presence needs a plan—just like your physical assets. 🧠 Tech Meets Legal: Collaborating with top estate attorneys ensures Eternal.Me stays both secure and legally sound across state lines. 🛡️ Cold Storage Security: Eternal.Me’s zero-trust cold storage keeps crypto keys safe and only accessible after death—eliminating major risk. ⚖️ State-by-State Compliance: Digital estate laws vary—Eternal.Me partners with local law firms to tailor solutions for each state. 🌐 Everyone Has a Digital Footprint: Whether you’re tech-savvy or not, your digital life impacts your estate and your loved ones. Quotes from Richard Zack: "If you lose that key—or the seed phrase—it's considered permanently gone." "We all have digital assets… and very few of us are properly planning for them." "It’s not just about protecting your legacy. It’s about not leaving a tangled digital mess for your loved ones." 🔗 Conclusion:Eternal.Me is solving one of today’s most overlooked estate planning challenges—how to protect and pass on digital assets securely. Interested estate planning professionals can partner as pilot firms and help shape the future of digital legacy management.Visit https://eternal.me/ or contact Richard directly at richard@eternal.me to learn more and get involved. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡 What if your financial plan was about more than just money?In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Kym Reed, Financial Advisor and wealth planning expert at Small Wealth Management, a private wealth advisory practice of Ameriprise Financial Services. Together, they explore the power of comprehensive, relationship-based financial planning, sharing valuable insights and practical tips for listeners. Kym draws from her diverse background—including military service and advanced education—to discuss the most common financial mistakes, the importance of planning with a spouse, and how to avoid costly missteps during life transitions, offering actionable advice for families preparing for their financial future.This episode is a must-listen for anyone looking to secure their financial legacy, especially couples, retirees, and multigenerational families, providing both knowledge and tools to navigate this important subject. Key Takeaways:● 🧭 Financial Planning Is More Than Investing: Kym explains why true planning includes retirement, taxes, estate strategy, risk management, and more.● 🧱 Start Early—Plan As a Couple: One of the biggest mistakes is waiting until something happens. Kym shares how proactive planning saves heartache and confusion.● 🧠 Education + Life Experience Matter: From military discipline to her master’s degree in personal financial planning, Kym brings a unique, relatable perspective.● 💬 Advisors Offer More Than Advice—They Offer Peace of Mind: Clients often come to Kym during major life transitions—grief, loss, retirement—and leave with clarity and confidence.● 👨‍👩‍👧‍👦 Multi-Generational Impact: Working with families across generations is core to Kym’s mission of building not just wealth, but connection and stability. Quotes from Kym Reed:● "It's not just about numbers, it's about understanding people."● "Without a clear plan, it's easy to go off track."● "I want to be remembered as someone who brought clarity in the middle of complexity." 🔗 If you're trying to build more than wealth—if you're aiming to leave a legacy—this episode will guide you toward the right conversations, decisions, and partnerships. Learn more about your ad choices. Visit megaphone.fm/adchoices