『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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  • 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
  • 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

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