Legacy Leaders

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

June 12, 2025 11 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 ...
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Have you ever wondered how to turn personal challenges into a powerful legacy for your family? This episode dives deep into that journey and how it can reshape your life. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Josh Meyer, a financial strategist and legacy planning advocate. Together, they explore how to build a meaningful legacy that goes beyond money, sharing valuable insights and practical tips for ...
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🎧 What if asking better questions was the secret to accelerating your business growth?In this episode of Legacy Leaders, Stan and Katie Beth sit down with Doug Davidoff, Founder and CEO of Lift Enablement and author of the #1 best-selling book Revenue Acceleration Framework. Together, they explore the core components of sustainable business growth, sharing valuable insights and practical tips for listeners. Doug draws from decades...
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🧠 What’s Your Business Really Worth — and Are You Ready to Let Go?Most business owners think they’ll know when it’s time to transition — but are they prepared for what it really takes to exit without regret?In this episode of Legacy Leaders, guest host James Moore sits down with Steve Whitteberry, M&A advisor and founder of Invictus MA, who specializes in helping privately held businesses navigate ownership transitions. Together, ...
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Want to know the real secret weapon CEOs use to grow, lead with purpose, and overcome blind spots? You’ll find the answer in this empowering episode.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Jeff Oak, Vistage Chair, executive coach, and host of the Taking Care of Your Business podcast. Together, they explore the power of peer advisory groups, the vital role of trust, accountability, and vulnerability in l...
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💼 Are you building your business without a forward-looking tax strategy? You might be leaving thousands on the table. This episode is your wake-up call. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Gary Helt, CPA, Certified Tax Coach, and owner of Small Business Advisors. Together, they explore the powerful difference between tax preparation and tax planning, sharing valuable insights and practical strateg...
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Is real estate still the smartest path to building lasting wealth and legacy — even in a high-rate, low-inventory market? Find out why now might be the most critical time to act.   In this episode of Legacy Leaders, guest host Josh Meyer sits down with Brad Hamblen, Branch Manager at Citywide Mortgage and Real Estate Investor. Together, they explore how homeownership and real estate investing build financial security and generati...
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Have you ever wondered how families can preserve their legacy, values, and business success across generations? This episode will inspire you to think about the stories that shape who we are — and why it's critical to capture them now.   In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dave Goetz and Melissa Parks, co-founders of Journey 66 and experts in creative consulting for families and businesses. Togeth...
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Are you building a workplace that people are drawn to — one where passion and purpose fuel success? Discover how purpose-driven leadership can transform your business and your team culture in this powerful episode. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dr. Alise Cortez, Chief Ignition Officer at Gusto Now and expert in human capital, meaning, and purpose-driven leadership. Together, they explore how ...
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Gregory P. Schenk is President of The Schenk Company, Inc., Central Ohio’s premier tenant advisory firm. With 38 years of experience, Greg specializes in site selection, investment property, and win-win negotiation strategies. A sought-after national speaker, he has educated professionals across industries—realtors, attorneys, CPAs, and financial advisors—for over 25 years. Greg is a published author (Tenant Rep A to Z), a seasone...
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What if the most stable investment opportunity wasn’t found in stocks or multifamily housing—but in self-storage? In this episode of Legacy Leaders, Stan and Katie Beth sit down with Guy Varble, co-founder of the Momentum Wealth Fund and expert in self-storage investing. Together, they explore why self-storage is one of the most risk-mitigated and scalable real estate asset classes, sharing valuable insights and practical tips for...
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Lauren Williams, co-founder of Prosper Plan, has a unique perspective on financial planning shaped by her early exposure to economics through her mother's career in the oil industry in Houston. Her passion for organizing and managing money began in her youth, leading her to shift from an initial path in special education to a career in finance, starting at Wachovia Securities. As a military wife and divorcee, Lauren developed a hol...
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Darby, a former Marine Corps infantryman, views his military experience as a pivotal chapter in his life, imparting invaluable lessons in endurance, discipline, and perseverance. He attributes his resilience to the rigorous challenges he faced during his service, from enduring harsh environments to the emotional trials of missing significant family moments, such as his daughter's birth. Inspired by his family's rich military herita...
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Thomas Blottenberger, CFP, ChFC, ABFP, is the co-founder of Paradigm Shift Financial, where he helps individuals align their mindset and investments with their greater purpose. Entering financial planning in 2010, he was disheartened by the industry's focus on commissions over people—until discovering Matson Money’s principles, sparking his own paradigm shift. Since co-founding Paradigm Shift Financial in 2018, Thomas has been de...
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Legacy Leaders with Katie Beth Hand and Stan Miller Episode 204 with   John Scott and Kip Bilderback are renowned experts in law firm operations, each bringing a unique perspective to improving efficiency and profitability. John, a CPA partner at Anders in St. Louis, focuses on financial management and the strategic tracking of data to maximize a firm's cash flow and production capacity, a theme explored in his guide, "Judicial D...
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Will Henshaw, the CEO and visionary behind Metal, views the group as a distinctive community that brings together successful men from diverse backgrounds, including media, entertainment, and technology. He believes that by being part of Metal, men can enhance their roles as husbands, business partners, and overall individuals, benefiting from the camaraderie and shared values within the group. Described as an "edgier version of TED...
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C.L. Huddleston, founder of Huddleston Law Group, focuses on estate and "Health & Wealth" planning, including trusts, business succession, and tax strategies. He is a founding member of WealthCounsel, Ohio Certified Specialist in Estate Planning, and co-author of For Ohio Doctors. Admitted to the U.S. and Ohio Supreme Courts, he has earned top attorney ratings and the Leave A Legacy Award.   Listen to this informative Legacy Leader...
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Greg Pirkle is a business law attorney specializing in taxation, estate planning, and exempt organizations. He advises on tax implications of mergers, reorganizations, and executive compensation. His estate planning expertise includes trusts, partnerships, and charitable foundations. Greg also counsels exempt organizations on compliance, restructuring, and joint ventures. He is the managing partner and practice coordinator of the f...
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Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals. A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen their businesses, and achieve financ...
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Daniel earned his Juris Doctor from Widener University School of Law, graduating magna cum laude and serving as an internal editor for the Widener Law Review. He began his career as a judicial clerk for the Court of Common Pleas of Lancaster County. With a diverse legal background in commercial litigation, maritime law, and suretyship, he later ran a family law practice for 12 years. For the past 15 years, he has focused on helping...
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