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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
  • John Sidery: Personalized Financial Planning for All Families

    John Sidery: Personalized Financial Planning for All Families
    2025/08/20
    💰 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
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    24 分
  • Owen Marcus: Somatic Mindfulness Coaching for Men's Resilience

    Owen Marcus: Somatic Mindfulness Coaching for Men's Resilience
    2025/08/13
    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
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    26 分
  • Nick Davies: Building Your Dream Team for Legacy Leadership

    Nick Davies: Building Your Dream Team for Legacy Leadership
    2025/08/06
    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
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    28 分
  • Michael Ferguson: Proactive Financial Planning for Future Security

    Michael Ferguson: Proactive Financial Planning for Future Security
    2025/07/30
    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
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    32 分
  • Jazz Scott: From the Field to Finance

    Jazz Scott: From the Field to Finance
    2025/07/23
    💡 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
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    23 分