『Legacy Leaders』のカバーアート

Legacy Leaders

Legacy Leaders

著者： Stan Miller & Katie Beth Hand
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 The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.Copyright 2022 Your Life Your Legacy. Stan Miller & Katie Beth Hand. All Rights Reserved. マネジメント マネジメント・リーダーシップ 経済学
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  • Megan Whitehead: Building Legacies of Integrity and Compassion in Financial Planning

    Megan Whitehead: Building Legacies of Integrity and Compassion in Financial Planning
    2025/09/10
    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
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    27 分
  • Richard Zack: Digital Legacy: Safeguarding Your Online Estate

    Richard Zack: Digital Legacy: Safeguarding Your Online Estate
    2025/09/03
    🔐 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
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    21 分
  • Kym Reed: Navigating from Criminal Justice to Financial Planning

    Kym Reed: Navigating from Criminal Justice to Financial Planning
    2025/08/27
    💡 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
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    16 分
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