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
  • Michael Ferguson: Proactive Financial Planning for Future Security

    Michael Ferguson: Proactive Financial Planning for Future Security
    Jul 30 2025
    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 m
  • Jazz Scott: From the Field to Finance

    Jazz Scott: From the Field to Finance
    Jul 23 2025
    💡 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 m
  • John Dini: Business Brokerage and Wealth Protection

    John Dini: Business Brokerage and Wealth Protection
    Jul 16 2025
    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 m
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