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
January 22, 2025 • 24 mins
John Scott, a Partner in Tax at Anders for over 30 years, specializes in advising law firms on maximizing profits and minimizing taxes. With a proven track record, he has guided firms of all sizes in optimizing cash flow, leveraging KPIs, and navigating complex tax codes.
John analyzes financial statements to identify actionable strategies for improving profitability and cash flow. He helps law firm owners focus on practicing law...
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January 15, 2025 • 29 mins
Randy Gravitt is an author, speaker, and executive coach who encourages leaders to reach their potential. In 2014, Randy founded Lead Every Day, where he currently serves as the CEO (Chief Encouragement Officer), leading a team of coaches and consultants who work with high-performance leaders, organizations, and teams around the world. As a speaker, Randy delivers keynotes and training workshops on the topics of leadership, culture...
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January 8, 2025 • 21 mins
Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resident business owners. Dustin has wo...
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December 18, 2024 • 37 mins
Legacy Leaders with Katie Beth Hand and Stan Miller with
David. B Horne is an expert in fundraising, business growth and mergers and acquisitions. He is the founder and CEO of Add Then Multiply, a consultancy which helps business founders to grow fast, and Funding Focus, a social enterprise which aims to level the uneven playing field that female and underrepresented entrepreneurs face when raising capital.
Listen to this inf...
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December 11, 2024 • 29 mins
Paige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA. Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations. She graduated from Stanford University and Harvard Business School. Paige serves on several Boards, is a popular speaker and columnist who has written for Entrepreneur and Forbes....
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December 4, 2024 • 26 mins
Nicholas Pope's mission is to have a positive impact on people. Professionally, he has chosen to help clients and their families plan for and maintain a financial sense of confidence by implementing strategies designed to preserve the wealth clients have created and helping to build a legacy for future generations.
Listen to this informative Legacy Leaders episode with Nicholas Pope about tailored financial strategies.
Here is w...
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November 27, 2024 • 21 mins
Dr. Lynn Banis is passionate about empowering others through her expertise in human behavior and development. Several years ago, she made the challenging decision to close her long-term coaching practice to care for her mother until her passing. In the span of just three years, Dr. Banis experienced profound personal loss, losing her mother, younger brother, and husband. Emerging from this dark period of grief, she realized that he...
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November 20, 2024 • 28 mins
Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets.
Listen to this informative Legacy Leaders episode with Chris Vermeulen about market trends.
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November 13, 2024 • 23 mins
Attorney Patrick Phancao brings a global perspective to his practice, having lived in Europe, Asia, and Africa. After law school, he gained financial industry experience as Assistant Legal Counsel for a French bank abroad and later as Legal Counsel for a Los Angeles nutrients company, where he handled Patents, Trademarks, Corporate Governance, and Asset Protection. In California, Mr. Phancao set the state's highest bond in a White ...
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November 6, 2024 • 32 mins
Bill, a 1981 graduate of Cumberland School of Law, has over 40 years of legal experience, focusing on elder law, estate planning, and probate. After roles in the banking industry and planned giving, he founded The Alabama Elder Care Law Firm, LLC. His practice helps seniors with Medicaid planning, VA benefits, and estate matters.
Bill has held leadership roles with the Alabama State Bar and Jefferson County Area Council on Aging ...
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October 30, 2024 • 30 mins
Nirit Cohen is an HR Strategist, a future of work expert, and bridge builder between emerging trends and practical solutions. Nirit worked for Intel for almost 30 years in finance, human resources, mergers and acquisitions, in Israel, Europe, the United States and in global responsibility. Today she is a known influencer and speaker on the future of work and the changes to careers, management, organizational processes as well as ed...
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October 23, 2024 • 23 mins
Bennett Braverman is a dedicated trusts and estates planning attorney with the Braverman Law Group, LLC, based in Boulder, Colorado. With a deep commitment to helping clients secure their legacies, Bennett brings expertise and compassion to his practice. Outside of work, he enjoys an active lifestyle, indulging in running, biking, hiking, and meditation. A lover of good books, movies, and quality time with loved ones, Bennett value...
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October 16, 2024 • 26 mins
Peter W. Kingma, author of CASH IS KING, leads the working capital practice in the Americas for Ernst & Young LLP. With over thirty years of experience, he advises global companies on all aspects of cash management across such sectors as manufacturing, consumer products, retail, aerospace, and defense. He has written for publications including CFO Magazine and CNBC online. Kingma, who earned a BS in economics from Purdue University...
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October 9, 2024 • 22 mins
His friends call him Jay and you can too. Jay Barrett works to assist young professionals and small business owners achieve peace of mind. Life is busy and many times important tasks slide down the list and do not get accomplished. He has been counseling clients since 2010 on how to plan for their families, their legacy, and their businesses. Jay has learned the art of relational law and being a personal family lawyer, he does thin...
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October 2, 2024 • 26 mins
Howard Van Den Heuvel founded his firm in 1992 and he has been successfully advising individuals and businesses for more than 32 years. Mr. Van Den Heuvel offers a comprehensive approach to meet your personal and business legal requirements. Individual business owners and consumers can depend on him to provide effective guidance with family law disputes, criminal defense cases, and civil disputes. He also works with clients in est...
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September 25, 2024 • 22 mins
Michele Locke is an Associate Municipal Court Judge and family law attorney, known for her dedication to family law litigation. Before joining the bench, she built a successful practice, representing clients in contested legal disputes. As a judge, Michele presided over a specialized Domestic Violence Court, handling Protective Orders, divorce, custody, child support, and Child Protective Services cases. Her personal experiences as...
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September 18, 2024 • 35 mins
Dr. Robert Scranton is a former financial executive who teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches. With his experience in accounting and finance, as well as his experience as the former chief financial architect of a cutting-edge financial firm, Dr. Robert has been able to help people all over the United States take advantage of the Infinite Banking Concept...
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September 11, 2024 • 27 mins
Ramiro is an engineer, entrepreneur, co-founder and expert in eCommerce. After university in the UK, he returned to Mexico in 2017 - and dove straight into applying his problem-solving skills to the eCommerce world. He joined AMZ Advisers and achieved massive growth for 50+ 7-figure brands on the Amazon platform. He now helps brands break into the Latin American eCommerce markets, and tackle all the challenges that foreign brands f...
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September 4, 2024 • 31 mins
Meet Shannon Pawley, the heart and soul behind The Estate & Asset Protection Law Firm. With a career spanning from representing international blue-chip companies to single parents, Shannon's journey led her back to her estate planning roots after over a decade as a Vice President at a National Law Firm. Her mission is clear: to help clients age with dignity, grace, and independence while crafting their post-life legacy through asse...
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August 28, 2024 • 28 mins
Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS, is a two time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 93 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, signific...
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