Legacy Leaders
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.
Episodes
October 22, 2025 • 27 mins
🎙️ What Makes a Real Estate Professional Truly Exceptional? Discover the Power of Purpose, Process, and People SkillsIn this episode of Legacy Leaders, guest host James Moore sits down with Kevin Yoder, founder of Yoder Real Estate and a visionary business coach. Together, they explore what it really means to be a trusted advisor in the high-stakes world of real estate, sharing valuable insights and practical tips for listeners. K...
Mark as Played
October 15, 2025 • 23 mins
Are you a business leader navigating the pressures of growth, people management, or just craving a sounding board that gets it? This episode reveals why you don't have to do it alone—and how the right community can transform your leadership journey. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Bob Carrothers, longtime Vistage Chair and executive coach with nearly 30 years of experience. Together, they explor...
Mark as Played
October 8, 2025 • 41 mins
💡 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 practica...
Mark as Played
October 1, 2025 • 25 mins
💡 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...
Mark as Played
September 24, 2025 • 19 mins
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 pra...
Mark as Played
September 17, 2025 • 35 mins
What does it really take to prepare your kids—and yourself—for a world that's changing faster than ever? 🧠🌎 In this eye-opening episode of Legacy Leaders, we explore how redefining education can change the legacy you leave behind.
🎙️ In this episode of Legacy Leaders, guest host Josh Meyer sits down with Sam Trahin, entrepreneur, father, and former Olympic-level swimmer. Together, they explore legacy through the lens of educat...
Mark as Played
September 10, 2025 • 27 mins
Discover how intentional financial planning today can empower you to live and give generously tomorrow. Whether you’re a business owner, a professional woman, or navigating a major life transition, this episode is packed with the clarity and confidence you need to build a lasting legacy.In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Megan Whitehead, Financial Advisor and former business consultant. Together,...
Mark as Played
September 3, 2025 • 21 mins
🔐 Do Your Digital Assets Die With You? Learn How to Protect Your Online Legacy
In this episode of Legacy Leaders, guest host Chuck Gore sits down with Richard Zack, CEO of Eternal Me and a 30-year tech veteran. Together, they explore the rising importance of digital estate planning, sharing valuable insights and practical solutions for preserving your digital legacy. Richard draws from decades of experience in internet technology...
Mark as Played
August 27, 2025 • 16 mins
💡 What if your financial plan was about more than just money?In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Kym Reed, Financial Advisor and wealth planning expert at Small Wealth Management, a private wealth advisory practice of Ameriprise Financial Services. Together, they explore the power of comprehensive, relationship-based financial planning, sharing valuable insights and practical tips for listeners. ...
Mark as Played
August 20, 2025 • 24 mins
💰 What if your financial plan could unlock not just wealth—but freedom, purpose, and legacy? In this episode of Legacy Leaders, discover how intentional financial planning can reshape your life and future generations.
In this episode of Legacy Leaders, Oliver Cushing sit down with John Sidery, Founder and Wealth Advisor at Olympus Wealth Strategies. Together, they explore how family-first financial planning can empower individual...
Mark as Played
August 13, 2025 • 26 mins
What if the key to stronger relationships, better leadership, and deeper self-awareness for men lies in reconnecting with their emotions and physiology?
In this episode of Legacy Leaders, Katie Beth sits down with Owen Marcus, expert in men’s somatic mindfulness, emotional resilience coach, and co-founder of MELD. Together, they explore how emotional intelligence and somatic work can transform the lives of high-performing men, sh...
Mark as Played
August 6, 2025 • 27 mins
Are you building a business—or just running one? Discover the clarity, leadership, and legacy mindset that sets thriving financial advisors apart.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Nick Davies, a high-performance business coach for financial advisors. Together, they explore the critical role of clarity, vision, and leadership in building a scalable, sustainable financial advisory practice, sharing ...
Mark as Played
July 30, 2025 • 31 mins
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...
Mark as Played
July 23, 2025 • 22 mins
💡 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 prac...
Mark as Played
July 16, 2025 • 22 mins
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 fr...
Mark as Played
July 9, 2025 • 23 mins
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 famili...
Mark as Played
July 2, 2025 • 24 mins
What if your money could work as hard as you do? 💼💡In this episode of Legacy Leaders, Katie Beth Hand sits down with TJ Van Gerven, founder of Modern Wealth Builders and host of the Do More with Your Money podcast. Together, they explore how Millennials can navigate complex financial decisions, especially when dealing with equity compensation, income growth, and long-term wealth planning. TJ draws from both personal experience an...
Mark as Played
June 25, 2025 • 31 mins
🔑 What’s really holding your business back—and how can you get out of your own way to grow it?In this episode of Legacy Leaders, Stan and Katie Beth sit down with Cary Prejean, President, CEO, and Founder of Strategic Business Advisors. Together, they explore the powerful concept of helping business owners become better leaders by stepping out of the day-to-day operations and creating systems that drive consistent results. Cary dr...
Mark as Played
June 18, 2025 • 30 mins
🎙️ Do you know what it really means to be a fiduciary? And how that mindset can transform the way financial planning is done? Click to find out why this perspective is essential for building financial peace of mind!In this episode of Legacy Leaders, Stan and Katie Beth sit down with James Alexander, a Certified Financial Planner and Partner at Edge Financial Advisors. Together, they explore the role of fiduciary responsibility in ...
Mark as Played
June 12, 2025 • 12 mins
In this episode of Legacy Leaders, Chris Baldino sits down with Tina Fishman, an expert Medicare broker and licensed insurance agent in Florida. Together, they explore the complexities of Medicare education and plan selection, sharing valuable insights and practical tips for listeners.
Tina draws from her extensive experience to discuss how to navigate the overwhelming choices in Medicare, offering actionable advice for retirees ...
Mark as Played
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
The Herd with Colin Cowherd is a thought-provoking, opinionated, and topic-driven journey through the top sports stories of the day.
The official podcast of comedian Joe Rogan.