Legacy Leaders

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

💰 What if your financial plan could unlock not just wealth—but freedom, purpose, and legacy? In this episode of Legacy Leaders, discover how intentional financial planning can reshape your life and future generations. In this episode of Legacy Leaders, Oliver Cushing sit down with John Sidery, Founder and Wealth Advisor at Olympus Wealth Strategies. Together, they explore how family-first financial planning can empower individuals and generations to thrive, sharing valuable insights and practical tips for listeners. John draws from his extensive experience in wealth advising to discuss the importance of proactive planning, personalized service, and building memory dividends, offering actionable advice for individuals and families seeking financial clarity and legacy-focused strategies. This episode is a must-listen for professionals, families, and business owners who want to turn financial planning into a lifelong gift for themselves and their loved ones. Key Takeaways:● 🧭 Start Early: The earlier you begin your financial and estate planning, the more flexibility and opportunity you gain.● 👨‍👩‍👧 Family-Level Service: John emphasizes treating every client like family—offering guidance and attention regardless of net worth.● 🎯 Retire to Something: Planning isn't just about stopping work—it's about transitioning to a life of purpose and activity.● 📊 True Holistic Wealth Management: It’s more than investments—estate planning, taxes, and insurance all play critical roles.● 💡 Be Curious: The most successful clients ask questions, stay engaged, and understand why behind their strategy. Quotes from John Sidery:● "The best investment you can make is memory dividends."● "Retire to something. Have a purpose, not just a finish line."● "Our goal at Olympus is to deliver family-level service—no matter your account size, you’re treated like family." 🔗 Conclusion:Whether you're just starting your career, preparing for retirement, or already enjoying it—this conversation will inspire you to approach financial planning not as a task, but as a gift to yourself and those you love. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if the key to stronger relationships, better leadership, and deeper self-awareness for men lies in reconnecting with their emotions and physiology? In this episode of Legacy Leaders, Katie Beth sits down with Owen Marcus, expert in men’s somatic mindfulness, emotional resilience coach, and co-founder of MELD. Together, they explore how emotional intelligence and somatic work can transform the lives of high-performing men, sharing valuable insights and practical tools for personal and relational growth. Owen draws from decades of experience to discuss the emotional disconnect many men face, the cultural conditioning behind it, and how to rewire connection through body-based practices, offering actionable advice for men, their partners, and anyone invested in personal development and authentic relationships. This episode is a must-listen for coaches, leaders, spouses, and parents wanting to better understand the emotional world of men and how to support their growth. Key Takeaways:● 🧠 Somatic Awareness Unlocks Emotion: Learning to connect with the body is often the gateway for men to access and express emotional states authentically.● 🤝 The Power of Male Community: Safe, emotionally open male groups can shift lifelong patterns of isolation, shame, and emotional suppression.● ❤️ Connection Before Correction: Deep emotional change starts with connection—both to self and others—not just more information or logic.● 👨‍👩‍👧‍👦 Impact on Relationships: When men connect emotionally, they show up more fully as partners, parents, and leaders, creating ripple effects across all areas of life.● 📈 Emotional Fitness is a Skill: Like physical fitness, emotional intelligence takes practice—but the results are measurable, lasting, and transformational. Quotes from Owen Marcus:● “The problem’s not with you—it’s with the model you were given.”● “You can be vulnerable and strong at the same time.”● “Once you're emotionally connected to yourself, connection with others becomes natural and sustainable.” 🔗 Conclusion:Men don’t need fixing—they need a new model for connection. This episode offers an inspiring look into how vulnerability, somatic awareness, and brotherhood are revolutionizing how men lead, love, and live.Connect with Owen:Website: http://www.meld.community Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you building a business—or just running one? Discover the clarity, leadership, and legacy mindset that sets thriving financial advisors apart.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Nick Davies, a high-performance business coach for financial advisors. Together, they explore the critical role of clarity, vision, and leadership in building a scalable, sustainable financial advisory practice, sharing valuable insights and practical tips for listeners. Nick draws from decades of global experience in banking and coaching, including time with Tony Robbins, to discuss common pitfalls in business growth and how to avoid the “slow sacrifice of ambition.” This episode is a must-listen for financial advisors, business owners, and leaders looking to level up their impact and legacy. Key Takeaways:● 📍 Clarity Creates Momentum: Without a clear vision, you risk chasing distractions and losing years of growth potential.● 🧠 Mindset is Your Leverage: Tools like the Mind Scan help uncover thinking patterns that shape your leadership and performance.● 🤝 Build a Dream Team Through Vision: Your team doesn’t just need tasks—they need to be inspired by where you're going.● 🏗️ Design a Hub, Not a Hierarchy: Elevate your first hire into a COO-type role to simplify operations and empower growth.● 🔁 Reminders Over New Ideas: “We need to be reminded way more than we need to be taught” is a key philosophy that helps leaders implement what they already know. Quotes from Nick Davies:● “You need to be reminded way more than you need to be taught.”● “If you don’t know where you’re going, every opportunity becomes a distraction.”● “Clarity is always the first step. Without it, any strategy is built on sand.” 🔗 Conclusion: If you’re serious about scaling your advisory business, empowering your team, and creating a lasting legacy—start with clarity. As Nick shares, your vision isn’t just a roadmap; it’s the magnet that attracts the right people, actions, and results.🎧 Listen now and learn how to lead with vision: Legacy Leaders Podcast with Nick Davies💼 Learn more about Nick at 7FigureAdvisor.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you financially prepared for life’s “until” moments? Discover the transformative power of insurance and financial planning in this compelling episode.In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Michael Ferguson, an insurance expert, life coach, and sought-after public speaker specializing in leadership and financial development. Together, they explore the real-world impact of life insurance, financial literacy, and strategic planning, sharing valuable insights and practical tips for listeners. Michael draws from his extensive and eclectic career—including sports medicine, hospital contracting, and financial services—to discuss how proper planning can protect families, eliminate debt, and create multigenerational impact, offering actionable advice for individuals and families at every stage of life. This episode is a must-listen for anyone seeking to gain control of their financial future and create a meaningful legacy, providing both knowledge and tools to navigate this important subject. Key Takeaways:● 💡 Time is Your Greatest Asset: Waiting to plan can cost you. Start early to maximize benefits and build long-term financial security.● 🏦 Life Insurance is a Legacy Tool: It’s not just about you—it’s about the people you love and the future you want to leave behind.● 🧠 Wisdom Can’t Be Googled: Professional guidance goes beyond information; it brings strategy, customization, and peace of mind.● 📉 Debt-Free Life is Possible: Using the right policies, clients can eliminate debt in half the time and save thousands in interest.● 👨‍👩‍👧‍👦 Protection Isn’t One-Size-Fits-All: Everyone—from blue-collar workers to young families—can benefit from a customized financial plan. Quotes from Michael Ferguson:● “You can Google information, but you can’t Google wisdom.”● “Insurance isn’t for you—it’s for the people standing behind you.”● “Don’t wait for a crisis to realize the value of professional guidance.” 🔗 Conclusion: Financial planning is about more than numbers—it’s about providing peace of mind, protecting your loved ones, and building a lasting legacy. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡 From the Gridiron to Financial Guidance: How One Former Athlete is Changing Lives in Underserved Communities In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Jazz Scott, a former athlete turned financial advisor with a mission to elevate financial literacy in underserved communities. Together, they explore the intersection of sports, financial planning, and social impact, sharing valuable insights and practical tips for listeners. Jazz draws from his powerful personal story and professional journey to discuss overcoming financial illiteracy, supporting young athletes, and empowering everyday people to build lasting legacies. This episode is a must-listen for aspiring financial advisors, athletes, and anyone passionate about using personal experience to create community change. Key Takeaways: ● 🏈 Discipline Transfers: The discipline and preparation needed in sports translates directly into success in financial planning. ● 🌱 Start Early, Stay Consistent: No matter your background or income, it’s never too early or too late to start building your financial future. ● 💬 Financial Literacy Empowers: Teaching people how to manage what they already have is just as important as helping them earn more. ● 🤝 Relatable Advisors Matter: Representation and relatability help break down barriers of fear and distrust in financial conversations. ● 🚫 Block the Noise: Social media comparison can be misleading—focus on your own path and financial goals. Quotes from Jazz Scott: ● “You do a lot of beating on your body playing sports—here, you do a lot of beating on your brain.” ● “If you have $5 to start saving with, it’s a great time to reach out to a financial advisor.” ● “I want my legacy to be that Jazz was a person who helped people that were overlooked—and broke the barriers for others to follow.” 🔗 Conclusion: Financial education is not just about numbers—it's about empowering people to dream, plan, and live fully. Jazz Scott is doing just that, one client at a time. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are business owners truly prepared to transition out — or are they clinging to myths that could cost them everything?In this episode of Legacy Leaders, guest host James Moore sits down with John Dini, serial entrepreneur, exit planning expert, and creator of The Exit Map. Together, they explore the realities of business exit planning, sharing valuable insights and practical tips for business owners and advisors alike. John draws from over 30 years of experience to discuss the often overlooked emotional, strategic, and financial pitfalls owners face when exiting their companies. This episode is a must-listen for business owners, financial advisors, and estate planners seeking to guide clients (or themselves) through successful business transitions.Key Takeaways:● 🧭 Exit Planning is a Process, Not an Event: Waiting until the last minute to exit a business is a recipe for regret — John breaks down how to start early and build a strategic plan.● 📉 Valuation Misconceptions: Most owners overestimate the worth of their business by 35% — learn how to have productive, non-confrontational conversations about value.● 🔍 The Power of Risk Awareness: Buyers are laser-focused on risk; understanding and mitigating perceived risks adds real value.● 💼 Coaching vs. Consulting: Business owners respond better to guided discovery than top-down expertise — empathy wins trust.● 🌍 Community Impact of a Transition: A business exit affects not just the owner, but employees, families, and entire communities — the ripple effect is real.Quotes from John Dini:● "Experience is what you get when you don’t get what you want."● "Risk is valuation — the more a buyer perceives, the less they’re willing to pay."● "Owners don’t need to be told what to do. They need the information to decide for themselves."🔗 Conclusion: Business exit is a journey, not a destination. To connect with John Dini or learn more about his tools for exit planning, visit ExitMap.com and check out his blog at AwakeAt2oClock.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever wondered how estate planning could do more than just distribute assets—and actually build lasting family connection and legacy?In this episode of Legacy Leaders, Katie Beth Hand sits down with E. Lawrence Brock, nationally recognized estate planning attorney, founder of St. George Estate Planning, and author. Together, they explore the power of meaningful estate planning, sharing valuable insights and practical tips for families looking to create more than just a will. Larry draws from decades of experience in litigation, estate administration, and client storytelling to discuss the pitfalls of online estate plans, the emotional weight of family assets, and how sharing personal stories can build generational resilience. This episode is a must-listen for families, financial professionals, and anyone seeking to create a lasting, impactful legacy.Key Takeaways:● 📚 Backstory with Purpose: Larry’s journey from litigation to estate planning reveals how personal impact and emotional connection make estate law fulfilling.● 🧭 Avoiding Online Pitfalls: DIY wills and online estate planning tools often miss crucial legal and emotional nuances, leading to conflict and costly errors.● 🛶 Planning as Navigation: Larry likens estate attorneys to river guides, helping families avoid hidden “waterfalls” and legal rapids.● 🫶 Stories Over Stuff: Inheritance conflicts often stem from sentimental items—not money—highlighting the importance of clear communication and planning.● 👨‍👩‍👧‍👦 Legacy Beyond Wealth: True legacy lies in passing down moral fiber, family values, and stories—not just assets.Quotes from E. Lawrence Brock:● "You get the information, but if you don't have the experience and the expertise to know how to use it, it may be detrimental."● "The difference is they are better—morally, spiritually, socially—because they know the stories of those who have gone before them."● "Be a doer. Be a doer of goodness."🔗 Conclusion: Estate planning is more than documents—it’s a powerful opportunity to pass down wisdom, connection, and purpose to future generations.New boost Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your money could work as hard as you do? 💼💡In this episode of Legacy Leaders, Katie Beth Hand sits down with TJ Van Gerven, founder of Modern Wealth Builders and host of the Do More with Your Money podcast. Together, they explore how Millennials can navigate complex financial decisions, especially when dealing with equity compensation, income growth, and long-term wealth planning. TJ draws from both personal experience and years of financial planning to share practical strategies that go beyond just saving and investing.This episode is a must-listen for high-earning Millennials and young professionals looking to make smart, informed decisions about their financial future while balancing life, family, and career.Key Takeaways:● 💰 Live Below Your Means: Why disciplined spending and early investing are crucial for long-term success.● 📈 Equity Compensation Strategy: How tech professionals and dual-income households can optimize stock options and RSUs.● 🧠 Mindset Matters: How upbringing and financial psychology shape our money habits and decision-making.● 🛠️ Delegate with Intention: The power of hiring a planner—even for smart, capable professionals—to gain peace of mind and clarity.● 🧾 Plan for Lifetime, Not Just This Year: Why strategic tax planning over your entire life matters more than saving a few bucks today.Quotes from TJ Van Gerven:● "What appears safe in the short term is actually risky in the long term."● "If I can help someone get somewhere faster and with more peace of mind, that’s success."● "It’s about building habits, not just chasing returns."🔗 Conclusion: Whether you're navigating equity comp or just trying to invest smarter, this episode delivers insights that will help you build a legacy with intention and clarity.Connect with TJ:Website: modernwealthbuilders.comTwitterYouTube ChannelNew boost Learn more about your ad choices. Visit megaphone.fm/adchoices

🔑 What’s really holding your business back—and how can you get out of your own way to grow it?In this episode of Legacy Leaders, Stan and Katie Beth sit down with Cary Prejean, President, CEO, and Founder of Strategic Business Advisors. Together, they explore the powerful concept of helping business owners become better leaders by stepping out of the day-to-day operations and creating systems that drive consistent results. Cary draws from decades of experience to discuss why most entrepreneurs become the biggest bottleneck in their own businesses, and how to fix it. This episode is a must-listen for small-to-mid-sized business owners who are exhausted from constant firefighting and ready to scale with clarity, structure, and purpose. Key Takeaways:● 📉 You Are the Bottleneck: Most business problems can be traced back to the owner. Cary explains how to recognize this and take control by letting go.● 🔁 Process = Peace: Build consistent, employee-driven processes to eliminate chaos and reduce your daily involvement.● 📊 Dashboards That Matter: Know what numbers to watch weekly so you lead from data—not drama.● 💸 12 Profit Doubling Strategies: From cutting costs to incremental price increases, simple changes can lead to major financial wins.● 💬 Leadership Through Narrative: Your leadership effectiveness is shaped by the story you tell yourself—change the story, change your results. Quotes from Cary Prejean:● “What makes a great entrepreneur is often the opposite of what makes a great manager.”● “If you don’t design your business to satisfy you, the forces around you will—and you probably won’t like where it ends up.”● “You can’t be satisfied if you’ve never declared what satisfaction looks like.” 🔗 Conclusion: Cary delivers a masterclass in transforming owner-led businesses into process-driven organizations. If you're a business owner tired of doing it all yourself, this conversation will show you the roadmap to sustainable growth—and peace of mind. Connect with Cary:Website: https://strategicbusinessadvisors.org Facebook: https://www.facebook.com/CFOconsultingLA Instagram: https://www.instagram.com/cfoconsultingllc54/ LinkedIn: https://www.linkedin.com/in/caryprejean/ Learn more about your ad choices. Visit megaphone.fm/adchoices