Legacy Leaders Podcast Por Stan Miller & Katie Beth Hand arte de portada

Legacy Leaders

Legacy Leaders

De: 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. Economía Gestión Gestión y Liderazgo
Episodios
  • Chuck Oliver: Maximizing Wealth and Values: Proactive Tax-Smart Strategies

    Chuck Oliver: Maximizing Wealth and Values: Proactive Tax-Smart Strategies
    Oct 8 2025
    💡 Are your tax strategies helping—or hurting—your legacy? Most families unknowingly leave behind wealth-draining tax burdens. In this episode of Legacy Leaders, guest host Josh Meyer sits down with Chuck Oliver, founder of The Hidden Wealth Solution and host of Hidden Wealth Radio. Together with host Stan Miller, they explore the power of proactive tax strategy in legacy and estate planning, sharing valuable insights and practical tips for listeners. Chuck draws from his extensive experience in tax-smart retirement and estate planning to discuss how families can preserve more wealth and pass on values—not just valuables. This episode is a must-listen for high-income earners, business owners, and families preparing for wealth transfer, offering tools to build legacy while minimizing taxes. 🎯 Key Takeaways: ● 📉 Tax Deferral ≠ Tax Savings: Many families think deferring taxes is saving—Chuck explains why that mindset can cost you (and your heirs) dearly. ● 🧱 Don’t Build the Castle Without the Moat: Proactive planning is key; the time to act is before the tax hits, not after. ● 💰 $124 Trillion is in Motion: The greatest wealth transfer in history is happening—make sure your plan reflects your values and protects your family. ● ⚠️ Avoid the Widow Tax Trap: Many couples overlook the long-term tax implications of surviving spouses. ● 🔁 The Power of Process: Tax, financial, and estate planning professionals working together creates transformational—not transactional—outcomes. 💬 Quotes from Chuck Oliver: ● "Don’t let your IRA become an IOU to the IRS." ● "Tell me and I may forget. Show me and I may remember. Involve me and I will understand." ● "My grandkids won’t remember the money—but they’ll remember the memories. I want to be a memory heir, not a millionaire." 🔗 Conclusion: This episode is a reminder that tax strategy is legacy strategy. Get in front of the tax risk before it's too late—and empower future generations with not just wealth, but wisdom. Connect with Chuck: Website: https://thehiddenwealthsolution.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    41 m
  • Mike Mitchell and Randy Rose : Synergizing Financial Services and Estate Planning

    Mike Mitchell and Randy Rose : Synergizing Financial Services and Estate Planning
    Oct 1 2025
    💡 Are you truly maximizing your financial future—or just getting by?Discover how holistic financial and estate planning can change everything.In this episode of Legacy Leaders, Katie Beth Hand and Zac White sit down with Mike Mitchell, President and CEO of Strategic Wealth Partners, and Randy Rose, Financial Advisor and veteran of the insurance and financial planning world. Together, they explore the power of strategic, integrated planning, sharing valuable insights and practical tips that help families achieve economic efficiency and long-term wealth growth.Mike and Randy draw from decades of experience to discuss why most people are unknowingly inefficient with their finances, how to fix it, and why estate planning and financial advising must go hand in hand. This episode is a must-listen for families, young professionals, public employees, and business owners looking to create financial clarity and a legacy that lasts. Key Takeaways:● 💰 Economic Efficiency Matters: Most clients are unknowingly wasting financial potential. With strategic planning, they can maintain lifestyle while freeing up new cash flow.● 🏛️ Estate Planning Integration: Estate planning isn’t just about documents—it’s about coordinated, ongoing strategy across all advisors.● 📉 Avoid Common Mistakes: Outdated wills, term-only insurance, and lack of communication between professionals can derail even the best-laid plans.● 👮‍♀️ Specialized Support for Public Employees: Many don’t understand how their pension and retirement plans work—Randy explains how to optimize them.● 🧩 Holistic Is Best: When clients and professionals collaborate with a strategic mindset, it creates harmony and long-term security. Quotes from Mike Mitchell & Randy Rose:● "Most people are economically inefficient—not because they’re careless, but because life gets in the way." – Mike Mitchell● "Our process brings all your advisors together, like an orchestra following a conductor, to create financial harmony."– Mike Mitchell● "When you get to age 70 with a term policy and debt, you realize you should’ve planned for the long haul." – Randy Rose 🔗 Conclusion: This episode underscores how financial and estate planning must be proactive, collaborative, and ongoing. The earlier you start—and the more coordinated your team—the better your outcome will be. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • Christian Smith: The Intersection of Estate Planning and Financial Security

    Christian Smith: The Intersection of Estate Planning and Financial Security
    Sep 24 2025
    What happens when you lose a loved one and face a $50,000 court battle? If you think estate planning is only for the wealthy, this episode might change your mind. In this episode of Legacy Leaders, guest host Chris Baldino sits down with Christian Smith, an estate planning attorney serving the Tampa Bay area. Together, they explore the real-life consequences of avoiding or delaying estate planning, sharing valuable insights and practical tips for protecting your legacy. Christian draws from personal experience—starting with the loss of his grandfather and a painful probate battle—to discuss how families can avoid unnecessary court costs, family rifts, and financial chaos.This episode is a must-listen for families, homeowners, retirees, and anyone who wants to pass down their legacy with clarity and peace of mind, providing both the why and how of smart estate planning. Key Takeaways:● 🏠 Estate Planning Is Not Just for the Wealthy: Standard families have the most to lose when it comes to probate costs and family drama.● 💸 Probate Is Expensive—Avoid It: In Florida, statutory probate fees can cost families 3% of the estate—easily tens of thousands of dollars.● 📅 Review Plans Annually: Life events like deaths, births, or moves between states are all reasons to update your documents.● 🔏 Trusts Offer More Protection Than Wills: Properly structured trusts can be more difficult to contest and help avoid costly legal battles.● 🤝 Personalized, Human Support Matters: In a world full of automation and AI, Christian offers direct access and personalized, ongoing legal support. Quotes from Christian Smith:● "Most of my clients aren’t millionaires—they’re standard families who just want to protect what they’ve worked for."● "Trusts not only avoid probate, they also reduce the chance of lawsuits and family feuds."● "We’re all on borrowed time. Estate planning isn't about fear—it's about preparation and peace of mind." 🔗 Conclusion:Estate planning isn't a luxury—it's a necessity for families of all sizes and backgrounds. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 m
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