エピソード

  • William Tate: Exploring the World: Travel, Legacy, and Family Bonds

    William Tate: Exploring the World: Travel, Legacy, and Family Bonds
    2025/05/08
    What if your family vacations could strengthen your legacy, deepen family bonds, and make a lasting impact on the world? Tune into this inspiring episode to learn how! In this episode of Your Life. Your Legacy. Stan and Katie Beth sit down with William Tate, retired Green Beret, success coach, financial advisor, philanthropy advocate, and co-founder of the Six Figure Lifestyle Coach. Together, they explore how family travel, when combined with philanthropy and intentional planning, can transform family legacies and build deeper generational bonds, sharing valuable insights and practical tips for listeners. William draws from his extensive global experience to discuss how to create meaningful travel experiences that foster connection, service, and shared purpose across generations, offering actionable advice for families wanting to blend adventure with impact. This episode is a must-listen for families interested in legacy planning, philanthropy, and creating unforgettable shared experiences. Key Takeaways: ● 🌍 The Power of Travel: How traveling with family creates irreplaceable bonding moments and shapes family identity. ● 🛳️ Facilitated Family Travel: Why structured, facilitated trips like cruises can deepen family relationships and enhance business and legacy planning. ● 🤝 Travel + Philanthropy: How combining service with adventure fosters gratitude, compassion, and purpose across generations. ● 🧳 Start Early, Plan Now: Why waiting to travel can mean missed opportunities—and how even young children benefit profoundly from global experiences. ● 📜 Legacy Through Experience: How families can make travel a permanent part of their legacy planning, including funding future trips through trusts or family foundations. Quotes from William Tate: ● "Life is about moments, and traveling together as a family captures lightning in a bottle that can never be taken away." ● "Philanthropy bonds a family across generations by creating a shared cause and deeper meaning beyond wealth." ● "Twenty years from now, you'll regret the things you didn’t do more than the ones you did—so cast off and go make those memories." 🔗 Conclusion: Family travel isn't just about seeing new places—it’s about strengthening family bonds, instilling a spirit of service, and leaving a legacy that lasts for generations. Listen now to learn how you can start planning unforgettable, impactful adventures with your loved ones! Connect with William: LinkedIn: https://www.linkedin.com/in/william-h-tate-8a23237/ New boost Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    29 分
  • Matt Poepsel: Leading with Empathy and Self-Awareness

    Matt Poepsel: Leading with Empathy and Self-Awareness
    2025/04/24
    Massachusetts-based Matt Poepsel, PhD, Author, Veteran, Podcaster, & Boston College faculty member, is the creator of a unique approach to reshaping beliefs! With a distinguished 25-year career as a Reconnaissance Marine, Arabic Linguist, and successful software product executive, Matt blends his military and corporate experience with an enlightened philosophy to help professionals and organizations unlock their full potential. Listen to this informative Your Life. Your Legacy. episode with Matt Poepsel about the importance of self-awareness, empathy, and balance in leadership, highlighting the impact of interconnectedness, emotional intelligence, and humanization in a rapidly changing world. Here is what to expect on this week’s show: ● Matt emphasizes the importance of self-awareness and empathy as foundational elements of effective leadership. ● Matt's book, "Expand the Circle," offers a framework for self-assessment and practical exercises to enhance leadership skills. ● Matt's podcast, "Lead the People," caters to middle managers striving to excel in their roles while balancing personal responsibilities. Connect with Matt: Website: https://www.mattpoepsel.com/ Instagram: https://www.instagram.com/mattpoepsel/ LinkedIn: https://www.linkedin.com/in/mattpoepsel/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    27 分
  • Scarlett Stanhope: Empowering Financial Freedom: Transforming Your Money Mindset

    Scarlett Stanhope: Empowering Financial Freedom: Transforming Your Money Mindset
    2025/04/10
    Scarlett Stanhope, aka The Biz Hippie, teaches coaches to conquer their finances and own their worth so they can be fully supported by the work they love! Scarlett harnessed the power of money to break free from her workaholic career path and pursue her dreams. She uses a combination of tangible money management strategies as well as a variety of coaching techniques to help her clients transform their mindset and relationship to money, allowing them to strategically achieve their goals. Listen to this informative Your Life. Your Legacy. episode with Scarlett Stanhope about transforming your money mindset, managing and tracking finances, and shifting beliefs around money to achieve financial stability and personal fulfillment. Here is what to expect on this week’s show: ● Scarlett highlights the importance of entrepreneurship as a means to overcome financial barriers and achieve personal growth. ● Scarlett explains how traveling, attending retreats, and stepping out of daily routines foster self-reflection, community engagement, and personal growth, leading to powerful transformations. ● Scarlett stresses that true financial stability comes from a healthy money mindset, wise management, and informed decisions, not just earning more. Connect with Scarlett: Website: https://thebizhippie.com Instagram: https://www.instagram.com/thebizhippie With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    30 分
  • Thomas LaGrave: Nature, Mentorship, and Self-Discovery: Transforming Adolescence to Adulthood

    Thomas LaGrave: Nature, Mentorship, and Self-Discovery: Transforming Adolescence to Adulthood
    2025/03/27
    Thomas J. LaGrave Jr. is a bestselling author, licensed clinical social worker, and founder of HonorBound Academy, a year-long mentorship program for adolescent boys in Sonoma, California. A former U.S. Navy SEAL Hospital Corpsman and recovering addict, LaGrave has spent 35 years helping over 3,000 young men navigate adolescence and adulthood. His upcoming book, Special Welfare, Social Warfare, builds on his earlier work, The Bell Tolls For Thee. LaGrave’s career spans youth mental health, addiction recovery, and military family consulting, making him a leading voice in adolescent development. Listen to this informative Your Life. Your Legacy. episode with Thomas LaGrave about the Honor Bound Academy program, highlighting its three phases, nature-based approach, scuba diving elements, insights for parents of young men, and societal impacts on youth. Here is what to expect on this week’s show: ● Thomas emphasizes the importance of nature in his program, using elements like scuba diving to challenge and awaken young men psychologically. ● Thomas highlights the impact of adult behavior on youth, stating that young people observe and emulate actions rather than just listen to words. ● Thomas differentiates between the needs of young men and young women, noting that they require distinct programs due to their unique challenges and development paths. Connect with Thomas: Website: https://thehonorboundacademy.org/about/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    26 分
  • Sarah Michelle Boes: From Nurse to Entrepreneur: A Journey of Impact and Inspiration

    Sarah Michelle Boes: From Nurse to Entrepreneur: A Journey of Impact and Inspiration
    2025/03/13
    Sarah Michelle Boes transitioned from an oncology nurse to a successful business owner in nursing education, driven by her passion for teaching and experiences during the COVID-19 pandemic. She founded Sarah Michelle NP Reviews, a test prep company for nurse practitioners, starting small with a three-hour Zoom course that grew into a successful program. Sarah is also an advocate for heart defect awareness, inspired by her daughter's condition, working with nonprofits to raise awareness and advocate for federal funding. Her story highlights the value of taking initiative without overanalyzing, as seen in her ability to earn $250,000 before even having a functioning website for her business. Listen to this informative Your Life. Your Legacy. episode with Sarah Michelle Boes about her transition from an oncology nurse to a successful business owner in nursing education. Here is what to expect on this week’s show: ● Sarah’s journey highlights the power of taking action without waiting for perfection. She earned $250,000 before even having a functional website, demonstrating that success comes from persistence and progress, even in less-than-ideal conditions. ● Sarah’s success came from a unique test prep approach, offering a comprehensive program with features like a live study group that set her apart in the market. ● Beyond business success, Sarah advocates for heart defect awareness and funding, leveraging her platform through nonprofits like the Adult Congenital Heart Association and Conquering CHD to drive meaningful impact. Connect with Sarah Michelle Boes: Podcast: https://podcasts.apple.com/us/podcast/real-deal-nurse-practitioner-club/id1552285929 Website: https://sarahmichelleboes.com/ Instagram: https://www.instagram.com/sarahmichellenp/?hl=en LinkedIn: https://www.linkedin.com/in/sarah-michelle-287616232/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741 Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    29 分
  • Rhonda Nelson: Advocacy Beyond Boundaries: From Healthcare to Foster Care

    Rhonda Nelson: Advocacy Beyond Boundaries: From Healthcare to Foster Care
    2025/02/27
    Rhonda Nelson is a dedicated patient advocate, author, speaker, and philanthropist. She champions equitable healthcare access, supports those with AERD (Aspirin Exacerbated Respiratory Disease), advocates for foster care reform, and empowers women through life transitions. As an Executive Board member of the Asthma & Allergy Network, Rhonda influences legislation and raises national awareness for AERD. Having battled AERD for over 20 years, she has faced misdiagnoses and life-threatening challenges in her search for proper care. Alongside her husband, Wayne of the Little River Band, she works to help others navigate severe respiratory disease. Listen to this informative Your Life. Your Legacy. episode with Rhonda Nelson about the need for informed decisions in healthcare and empowering midlife women's happiness. Here is what to expect on this week’s show: ● Rhonda highlights the importance of self-advocacy in healthcare, drawing from her experience with a rare disease and the challenges of navigating insurance. ● Rhonda’s work goes beyond patient advocacy, inspiring midlife women to embrace happiness and transformation. She actively works to drive positive change in healthcare laws and policies. ● Rhonda is a passionate advocate for foster children, using her voice to champion their needs. Her book, A Different Life, offers a glimpse into her life with her husband, their philanthropic efforts, and the fusion of music, food, and advocacy. Connect with Rhonda: Instagram: https://www.instagram.com/rhondabnelson/ Website: https://rhondabnelson.com/ Facebook: https://www.facebook.com/rhondabassnelson/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    36 分
  • Russ Kyncl: Legacy of Impactful Philanthropy Inspired by Benjamin Franklin

    Russ Kyncl: Legacy of Impactful Philanthropy Inspired by Benjamin Franklin
    2025/02/10
    Russ, an acclaimed author and philanthropist, explores the lives of influential Americans, especially Benjamin Franklin. Inspired by Dr. William Taylor, he values personal narratives, mentorship, and gratitude. In *Visions to Do Good*, he highlights Franklin’s virtues, advocating for self-improvement and community service. Beyond writing, Russ supports inner-city education and volunteers with his wife, striving to inspire future generations. Listen to this informative Your Life. Your Legacy. episode with Russ about the influence of Benjamin Franklin's practical philanthropy, self-taught education, and virtues on society. Here is what to expect on this week’s show: ● Benjamin Franklin's practical approach to philanthropy, time management, and virtues had a profound impact on society. His legacy of self-taught education and entrepreneurial spirit continues to inspire productivity and life management. ● The book "Thrive in your 3rd: Stories of Those Who've Led the Way" explores the lives of individuals who continued to work past 67 not out of necessity but choice. These stories, including well-known figures like Jimmy Carter and Peter Drucker, inspire listeners to consider their own paths and potential contributions beyond traditional retirement age. ● Franklin's commitment to education and practical skill development is exemplified by his funding of the Franklin Institute of Technology. By supporting trade and engineering training, Franklin's legacy lives on in shaping future generations and promoting innovation. Connect with Russ: Website: https://www.strategicexit.com Book: https://www.amazon.com/Thrive-Your-3rd-Third-Stories/dp/B0BZFGFMJ3 With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    34 分
  • Strategic Expansion: Fund, Acquire, Consolidate, Exit Methodology

    Strategic Expansion: Fund, Acquire, Consolidate, Exit Methodology
    2025/01/27
    Legacy Leaders with Katie Beth Hand and Stan Miller with David. B Horne is an expert in fundraising, business growth and mergers and acquisitions. He is the founder and CEO of Add Then Multiply, a consultancy which helps business founders to grow fast, and Funding Focus, a social enterprise which aims to level the uneven playing field that female and underrepresented entrepreneurs face when raising capital. Listen to this informative Legacy Leaders episode with David. B Horne about strategic expansion. Here is what to expect on this week’s show: David explains the "FACE" methodology—Fund, Acquire, Consolidate, Exit—which serves as a strategic guide for businesses looking to expand. David stresses the importance of cultural integration during acquisitions to minimize toxicity and effectively manage emotional attachments within acquired companies. David highlights the significance of proactive relationship-building with investors and thorough preparation for a successful business exit. Connect with David B Horne: Website: https://addthenmultiply.com/ LinkedIn: https://www.linkedin.com/in/david-b-horne/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    38 分