Mike Mitchell and Randy Rose : Synergizing Financial Services and Estate Planning

💡 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isn’t just about documents—it’s about coordinated, ongoing strategy across all advisors.● 📉 Avoid Common Mistakes: Outdated wills, term-only insurance, and lack of communication between professionals can derail even the best-laid plans.● 👮‍♀️ Specialized Support for Public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