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
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. ...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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...
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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 ...
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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 ...
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June 11, 2025 • 22 mins
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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June 4, 2025 • 31 mins
🎧 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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May 28, 2025 • 26 mins
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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May 21, 2025 • 28 mins
💼 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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May 21, 2025 • 30 mins
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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May 7, 2025 • 26 mins
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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