『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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  • John Dini: Business Brokerage and Wealth Protection

    John Dini: Business Brokerage and Wealth Protection
    2025/07/16
    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
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    23 分
  • E. Lawrence Brock: A Journey to Lasting Legacies

    E. Lawrence Brock: A Journey to Lasting Legacies
    2025/07/09
    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
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    24 分
  • T.J Van Gerven: Empowering Your Wealth

    T.J Van Gerven: Empowering Your Wealth
    2025/07/02
    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
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    25 分

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