Legacy Leaders

By: Stan Miller & Katie Beth Hand
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  • Summary

  • 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.
    Copyright 2022 Your Life Your Legacy. Stan Miller & Katie Beth Hand. All Rights Reserved.
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Episodes
  • Shauna Wekherlien: Advanced Tax Strategies vs. Traditional CPA Approaches

    Shauna Wekherlien: Advanced Tax Strategies vs. Traditional CPA Approaches
    Aug 28 2024
    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, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Listen to this informative Legacy Leaders episode with Shauna A. Wekherlien about advanced tax strategies. Here is what to expect on this week’s show: ● Shauna emphasizes the importance of collaboration between tax strategists, financial advisors, and CPAs to develop in-depth tax strategies that can significantly reduce tax liabilities. By working together, they can navigate the complexities of tax law and maximize tax-saving opportunities. ● Shauna advocates for year-round tax planning to stay ahead of tax obligations and leverage strategic opportunities. By being proactive and strategic, individuals and businesses can optimize their tax outcomes. ● Shauna introduces the Cash Goblin app, set to launch in mid-September, designed to automate financial management aligned with profit-first principles. This app aims to help users handle their money efficiently, ensuring they have enough cash for strategic investments and tax payments. Connect with Shauna: Website: https://taxgoddess.com Facebook: https://www.facebook.com/thetaxgoddess LinkedIn: https://www.linkedin.com/in/taxgoddess/ Instagram: https://www.instagram.com/thetaxgoddess With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 mins
  • Dallas Burnett: Transforming Workplace Cultures: Lessons in Leadership Coaching

    Dallas Burnett: Transforming Workplace Cultures: Lessons in Leadership Coaching
    Aug 21 2024
    Dallas Burnett is the Founder and Chief Energy Officer of ThinkMoveThrive. He believes that intentionally creating a positive culture is paramount to the long-term success and impact of any business. Hence why Dallas founded ThinkMoveThrive with the launch of his first book, MOVE! Listen to this informative Legacy Leaders episode with Dallas Burnett about workplace culture. Here is what to expect on this week’s show: ● Dallas and Katie highlight the value of systemized development in workplaces, a practice often overlooked. Dallas's journey showcase how investing in employee growth can lead to improved team performance and organizational success. ● Dallas stresses the importance of defining values in a meaningful way. He shared how simply listing values is not enough; understanding what each value means and infusing it into the company culture is crucial for building a positive work environment. ● Dallas's aspiration to "finish well and finish strong, live in the last 10%" resonates with the idea of leaving a lasting legacy. Encouraging others to achieve success and supporting their endeavors can lead to personal and professional fulfillment. Connect with Dallas: Website: www.ThinkMoveThrive.com LIFT Book: https://a.co/d/3tU9QyN LinkedIn: https://www.linkedin.com/in/dallasburnett/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 mins
  • Bill Burke: Victory Outside the Arena: Bill's Insights Shared

    Bill Burke: Victory Outside the Arena: Bill's Insights Shared
    Aug 14 2024
    Bill Burke attended Michigan State University and played quarterback there for legendary coach Nick Saban. During his time there, he broke passing records, led the team to an upset win over #1 ranked Ohio State in 1998, helped MSU beat Tom Brady and Michigan, and led the team to a 10-2 record and a #7 national ranking in 1999. He is the author of Victory Outside The Arena, and currently is an associate partner with The Podium Group. The firm helps business owners, athletes and executives build and protect their financial legacy. Listen to this informative Legacy Leaders episode with Bill Burke about Victory Outside the Arena. Here is what to expect on this week’s show: ● Bill stressed the importance of clearly defining your goals and aspirations. He mentioned that many people don't take enough time to sit down and identify what they truly want. ● Decisions play a crucial role in shaping your financial future. Bill emphasized the significance of making informed choices aligned with your long-term goals. ● Success in financial planning, as in life, requires discipline. Bill suggested that adhering to consistent, simple disciplines that align with your goals is key to achieving financial success. Connect with Bill Burke: Website: thepodiumgroup.com Instagram : @outside.the.arena LinkedIn: https://www.linkedin.com/in/billburke16/ With your Guest Host: James Moore James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clientsplan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business. https://mooreandkerbawy.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 mins
Management Economics
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