Your Life Your Legacy  By  cover art

Your Life Your Legacy

By: Stan Miller
  • Summary

  • Your legacy is more than money, property, and what you can leave for your kids. You want to leave a positive mark on the world. You want to inspire future generations. If this sounds like you but you don't know the best way to do that, the Your Life. Your Legacy. podcast is for you. Stan Miller is the managing partner at Pinnacle Legacy Law, has established over 5,000 living trusts, and helps protect more than $4.5 billion in assets. His book "Your American Legacy: Powerful Strategies that Instill Lasting Values for Generations" was written from his experiences working with thousands of clients. Each week Stan and Legacy Director Katie Beth Hand will interview thought leaders and influencers from the world of estate planning. Attorneys, financial advisors, travel experts, health professionals, and others with advice on the best ways to create your legacy. Financial advisers can help grow your nest egg. The Your Life. Your Legacy podcast goes far beyond that. Stan and Katie Beth want to show you how to create a life that matters and inspires generations. It's your legacy. Make it mean something.
    Copyright 2023. Legacy Leaders. Stan Miller. All rights reserved.
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Episodes
  • Heidi Rizkalla: Promoting Responsible Pet Ownership Through Education and Compassion
    Jun 6 2024
    Heidi Rizkalla is a Certified Veterinary Practice Manager (CVPM) at Johnstown Veterinary Associates (JVA). She has been with JVA since 2013. Prior to working in the veterinary field, she taught English to high school students and later becoming the Director of Education for a non-profit organization that works with school districts across PA. Heidi believes that every opportunity, every position, every professional experience, every learned skill that someone has, helps to build on future endeavors. She is a firm believer that creating a culture that fosters compassion and empathy in all human interactions results in more favorable outcomes for patients and clients alike. Listen to this informative Your Life. Your Legacy. episode with Heidi Rizkalla about responsible pet ownership. Here is what to expect on this week’s show: ● Heidi stresses the importance of preventive measures such as spaying and neutering to reduce the likelihood of pets developing health issues like pyometra, mammary gland tumors, and behavioral problems. ● Heidi's passion for education shines through as she highlights the role of veterinary clinics in educating clients about responsible pet ownership. By sharing knowledge and promoting preventive care, clinics like Johnstown Veterinary Associates can make a significant impact on pet health and well-being. ● Heidi emphasizes that the legacy of a veterinary practice isn't just about providing medical treatment but also about how pets and owners are treated. By instilling values of empathy, compassion, and responsible pet care, clinics leave a lasting impact on their community and the well-being of animals. Connect with Heidi: www.johnstownveterinary.com With your Guest Host: J Diane Robinson Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future. Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike. Connect with J Diane Robinson: Websites: https://www.jdianerobinson.com/ https://www.innovationpartnersllc.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 mins
  • Stephen Kirschenbaum: Unleashing Innovative Estate Planning Strategies
    May 30 2024
    Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve. About Stephen Kirschenbaum: Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steve focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses. He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations. Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to: ● Grasp the significance of immediate estate planning for your future security. ● Personalize your estate plans tailored to your unique needs. ● Appreciate the role of expert collaboration in building a complete estate plan. ● Gain insight into special considerations during estate planning from a Jewish viewpoint. ● Discover the power of creativity in finding solutions to estate planning challenges. Here is what to expect on this week’s show: ● Immediate Estate Planning Significance Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure. ● Personalized Estate Plans Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly. ● Expert Collaboration in Estate Planning Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning. “Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.” - Stephen Kirschenbaum Connect with Stephen: Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/ https://www.ghplaw.com/ LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/ About your guest host, Steven H. Step: Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steve lives in the San Fernando Valley area of Los Angeles with his wife and their daughter. Connect with Steven: LinkedIn: https://www.linkedin.com/in/stevenstep/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 mins
  • Kera Radke: Building a Strong Community Network in Martial Arts
    May 23 2024
    Kera, a seasoned martial artist with over three decades of experience, serves as a co-owner at Lake Zurich Family Martial Arts. Transitioning from being a middle school math teacher to a career in martial arts on her father's recommendation, she has a unique perspective on the topic of choosing a martial arts school. Kera believes in the importance of personal preference and individual fit, stating that there is no one-size-fits-all answer. Her perspective stems from her belief that factors such as the size of the school, the teaching style, and the activities offered should be considered. She recommends visiting potential schools to evaluate if they feel comfortable and exciting. Kera values a diverse approach to martial arts, suggesting that exposure to a variety of styles can prevent boredom and promote a more comprehensive understanding of self-defense techniques. Listen to this informative Your Life. Your Legacy. episode with Kera Radke about community and martial arts. Here is what to expect on this week’s show: ● Kera highlights the value of experiencing a variety of techniques to prevent feeling out of place when transitioning between schools, emphasizing the need for a holistic understanding of martial arts. ● Kera stresses the significance of practical self-defense techniques tailored to real-life scenarios, underscoring the importance of being prepared to protect oneself in various situations. ● Kera explains the significance of building a strong community network through involvement in local activities and collaborations with businesses to create a supportive environment for personal growth and business success. Connect with Kera and Zurich Family Martial Arts: www.LZFMA.com https://www.facebook.com/lzfma/ https://www.instagram.com/lzfma/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 mins

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