Legacy Leaders

💡 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 practical tips for listeners.

Chuck draws from his extensive experience in tax-smart retirement and estate planning to discuss how families can preserve more wealth and pass on values—not just valuables. This episode is a must-listen for high-income earners, business owners, and families preparing for wealth transfer, offering tools to build legacy while minimizing taxes.

🎯 Key Takeaways:

● 📉 Tax Deferral ≠ Tax Savings: Many families think deferring taxes is saving—Chuck explains why that mindset can cost you (and your heirs) dearly.

● 🧱 Don’t Build the Castle Without the Moat: Proactive planning is key; the time to act is before the tax hits, not after.

● 💰 $124 Trillion is in Motion: The greatest wealth transfer in history is happening—make sure your plan reflects your values and protects your family.

● ⚠️ Avoid the Widow Tax Trap: Many couples overlook the long-term tax implications of surviving spouses.

● 🔁 The Power of Process: Tax, financial, and estate planning professionals working together creates transformational—not transactional—outcomes.

💬 Quotes from Chuck Oliver:

● “Don’t let your IRA become an IOU to the IRS.”

● “Tell me and I may forget. Show me and I may remember. Involve me and I will understand.”

● “My grandkids won’t remember the money—but they’ll remember the memories. I want to be a memory heir, not a millionaire.”

🔗 Conclusion:

This episode is a reminder that tax strategy is legacy strategy. Get in front of the tax risk before it’s too late—and empower future generations with not just wealth, but wisdom.

Connect with Chuck:

Website:  https://thehiddenwealthsolution.com/

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💡 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 planning, sharing valuable insights and practical tips that help families achieve economic efficiency and long-term wealth growth.
Mike and Randy draw from decades of experience to discuss why most people are unknowingly inefficient with their finances, how to fix it, and why estate planning and financial advising must go hand in hand. This episode is a must-listen for families, young professionals, public employees, and business owners looking to create financial clarity and a legacy that lasts.
 Key Takeaways:

● 💰 Economic Efficiency Matters: Most clients are unknowingly wasting financial potential. With strategic planning, they can maintain lifestyle while freeing up new cash flow.
● 🏛️ Estate Planning Integration: Estate planning isn’t just about documents—it’s about coordinated, ongoing strategy across all advisors.
● 📉 Avoid Common Mistakes: Outdated wills, term-only insurance, and lack of communication between professionals can derail even the best-laid plans.
● 👮‍♀️ Specialized Support for Public Employees: Many don’t understand how their pension and retirement plans work—Randy explains how to optimize them.
● 🧩 Holistic Is Best: When clients and professionals collaborate with a strategic mindset, it creates harmony and long-term security.
 Quotes from Mike Mitchell & Randy Rose:

● “Most people are economically inefficient—not because they’re careless, but because life gets in the way.” – Mike Mitchell
● “Our process brings all your advisors together, like an orchestra following a conductor, to create financial harmony.”– Mike Mitchell
● “When you get to age 70 with a term policy and debt, you realize you should’ve planned for the long haul.” – Randy Rose
 🔗 Conclusion: This episode underscores how financial and estate planning must be proactive, collaborative, and ongoing. The earlier you start—and the more coordinated your team—the better your outcome will be.

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 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 practical tips for protecting your legacy. Christian draws from personal experience—starting with the loss of his grandfather and a painful probate battle—to discuss how families can avoid unnecessary court costs, family rifts, and financial chaos.
This episode is a must-listen for families, homeowners, retirees, and anyone who wants to pass down their legacy with clarity and peace of mind, providing both the why and how of smart estate planning.
 Key Takeaways:

● 🏠 Estate Planning Is Not Just for the Wealthy: Standard families have the most to lose when it comes to probate costs and family drama.
● 💸 Probate Is Expensive—Avoid It: In Florida, statutory probate fees can cost families 3% of the estate—easily tens of thousands of dollars.
● 📅 Review Plans Annually: Life events like deaths, births, or moves between states are all reasons to update your documents.
● 🔏 Trusts Offer More Protection Than Wills: Properly structured trusts can be more difficult to contest and help avoid costly legal battles.
● 🤝 Personalized, Human Support Matters: In a world full of automation and AI, Christian offers direct access and personalized, ongoing legal support.
 Quotes from Christian Smith:

● “Most of my clients aren’t millionaires—they’re standard families who just want to protect what they’ve worked for.”
● “Trusts not only avoid probate, they also reduce the chance of lawsuits and family feuds.”
● “We’re all on borrowed time. Estate planning isn’t about fear—it’s about preparation and peace of mind.”
 🔗 Conclusion:
Estate planning isn’t a luxury—it’s a necessity for families of all sizes and backgrounds.

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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 practical tips for protecting your legacy. Christian draws from personal experience—starting with the loss of his grandfather and a painful probate battle—to discuss how families can avoid unnecessary court costs, family rifts, and financial chaos.
This episode is a must-listen for families, homeowners, retirees, and anyone who wants to pass down their legacy with clarity and peace of mind, providing both the why and how of smart estate planning.
 Key Takeaways:

● 🏠 Estate Planning Is Not Just for the Wealthy: Standard families have the most to lose when it comes to probate costs and family drama.
● 💸 Probate Is Expensive—Avoid It: In Florida, statutory probate fees can cost families 3% of the estate—easily tens of thousands of dollars.
● 📅 Review Plans Annually: Life events like deaths, births, or moves between states are all reasons to update your documents.
● 🔏 Trusts Offer More Protection Than Wills: Properly structured trusts can be more difficult to contest and help avoid costly legal battles.
● 🤝 Personalized, Human Support Matters: In a world full of automation and AI, Christian offers direct access and personalized, ongoing legal support.
 Quotes from Christian Smith:

● “Most of my clients aren’t millionaires—they’re standard families who just want to protect what they’ve worked for.”
● “Trusts not only avoid probate, they also reduce the chance of lawsuits and family feuds.”
● “We’re all on borrowed time. Estate planning isn’t about fear—it’s about preparation and peace of mind.”
 🔗 Conclusion:
Estate planning isn’t a luxury—it’s a necessity for families of all sizes and backgrounds.

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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 education, fatherhood, and personal growth, sharing valuable insights and practical tips for families navigating a rapidly changing world.
Sam draws from his extensive experience in elite athletics, parenting, and educational innovation to discuss how foundational learning, emotional intelligence, and adaptability can shape multigenerational legacy. This episode is a must-listen for parents, entrepreneurs, educators, and anyone serious about leaving a meaningful impact, providing both mindset shifts and real-world tools to rethink how we learn and lead.
 🔑 Key Takeaways:

• 🧠 Legacy Starts with Mindset: Legacy isn’t about buildings or bank accounts—it’s about the values and principles you instill in others, especially your children.
• 📚 Education Is the Foundation: True legacy requires foundational learning at home, starting in the earliest years with vocabulary and critical thinking.
• 🤝 Legacy Is a Win-Win: Sam unpacks the power of mutual benefit—how helping others doesn’t mean sacrificing your own goals.
• 🔄 Adaptability Is the New Literacy: In a world of AI and constant change, learning how to learn (and unlearn) quickly is a core skill.
• 👨‍👩‍👧‍👦 Parents Are the New Educators: You don’t need to pull your kids out of school, but you do need to reclaim authority over how and what they learn.

• “Legacy to me means what you instill within principles that will help not just your family, but the community and world at large.”
• “The biggest return on your investment is your education—because learning one thing can 1,000x your life.”
• “We want to give parents back the authority of education. That’s where true transformation starts.”

 🗣️ Quotes from Sam Trahin:

 🔗 Conclusion:
Sam challenges us to think bigger than wealth or personal accolades—to build a legacy rooted in learning, emotional intelligence, and long-term community impact.
Connect with Sam:
Website:  trahin.co

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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, they explore the importance of proactive financial planning and succession strategies, sharing valuable insights and practical tips for listeners. Megan draws from her extensive experience in finance, higher education, and small business consulting to discuss the most common planning mistakes, the emotional and financial toll of waiting too long, and how to build a team-centered approach that protects your legacy. This episode is a must-listen for business owners, families, and women looking for financial empowerment, providing both knowledge and tools to navigate this critical subject.
 Key Takeaways:
💡 Start Early, Stay Ready: Proactive planning—10 years out—is the key to smooth retirement, succession, and avoiding financial chaos in emergencies.
🧩 Holistic Planning Matters: The best outcomes come when your attorney, financial advisor, CPA, and insurance agent work together toward your vision.
👩‍💼 Empowering Women in Finance: Megan creates a safe, judgment-free space for women to ask questions, gain clarity, and feel in control of their financial futures.
🏢 Succession Planning for Business Owners: Without a solid plan, 70% of small business owners sell in a “fire sale”—losing value and peace of mind.
❤️ Legacy Through Service: Megan’s faith and servant-leader heart shape every client interaction—her goal is not just financial success, but purpose-driven living.
 Quotes from Megan Whitehead:
● “My ideal client is someone who doesn’t have it all figured out—but is willing to engage in the process.”
● “Having no plan at all is absolutely the worst plan.”
● “If giving to causes that are important to you is important, you have to make intentional decisions so that you’re in a place to be able to do that.”
 🔗 Your financial future doesn’t start at retirement—it starts now. Listen to this episode for a roadmap to peace of mind, financial confidence, and a legacy that lasts.
 
Connect with Megan:
Schedule a Meeting with Megan

Website

LinkedIn

Facebook

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🔐 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 EternalMe.com 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 and software development to discuss the overlooked but critical issue of securing digital assets in estate plans, offering actionable advice for estate attorneys, financial planners, and families looking to future-proof their legacies.
 Key Takeaways:

• 💻 Digital Assets Matter: From crypto to email accounts, your online presence needs a plan—just like your physical assets.
• 🧠 Tech Meets Legal: Collaborating with top estate attorneys ensures EternalMe stays both secure and legally sound across state lines.
• 🛡️ Cold Storage Security: EternalMe’s zero-trust cold storage keeps crypto keys safe and only accessible after death—eliminating major risk.
• ⚖️ State-by-State Compliance: Digital estate laws vary—EternalMe partners with local law firms to tailor solutions for each state.
• 🌐 Everyone Has a Digital Footprint: Whether you’re tech-savvy or not, your digital life impacts your estate and your loved ones.

• “If you lose that key—or the seed phrase—it’s considered permanently gone.”
• “We all have digital assets… and very few of us are properly planning for them.”
• “It’s not just about protecting your legacy. It’s about not leaving a tangled digital mess for your loved ones.”

 Quotes from Richard Zack:

 🔗 Conclusion:

EternalMe is solving one of today’s most overlooked estate planning challenges—how to protect and pass on digital assets securely. Interested estate planning professionals can partner as pilot firms and help shape the future of digital legacy management.
Visit https://eternalme.com or contact Richard directly at richard@eternalme.com to learn more and get involved.

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💡 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. Kym draws from her diverse background—including military service and advanced education—to discuss the most common financial mistakes, the importance of planning with a spouse, and how to avoid costly missteps during life transitions, offering actionable advice for families preparing for their financial future.
This episode is a must-listen for anyone looking to secure their financial legacy, especially couples, retirees, and multigenerational families, providing both knowledge and tools to navigate this important subject.
 Key Takeaways:
● 🧭 Financial Planning Is More Than Investing: Kym explains why true planning includes retirement, taxes, estate strategy, risk management, and more.
● 🧱 Start Early—Plan As a Couple: One of the biggest mistakes is waiting until something happens. Kym shares how proactive planning saves heartache and confusion.
● 🧠 Education + Life Experience Matter: From military discipline to her master’s degree in personal financial planning, Kym brings a unique, relatable perspective.
● 💬 Advisors Offer More Than Advice—They Offer Peace of Mind: Clients often come to Kym during major life transitions—grief, loss, retirement—and leave with clarity and confidence.
● 👨‍👩‍👧‍👦 Multi-Generational Impact: Working with families across generations is core to Kym’s mission of building not just wealth, but connection and stability.
 Quotes from Kym Reed:
● “It’s not just about numbers, it’s about understanding people.”
● “Without a clear plan, it’s easy to go off track.”
● “I want to be remembered as someone who brought clarity in the middle of complexity.”

 🔗 If you’re trying to build more than wealth—if you’re aiming to leave a legacy—this episode will guide you toward the right conversations, decisions, and partnerships.

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💰 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 individuals and generations to thrive, sharing valuable insights and practical tips for listeners. John draws from his extensive experience in wealth advising to discuss the importance of proactive planning, personalized service, and building memory dividends, offering actionable advice for individuals and families seeking financial clarity and legacy-focused strategies. This episode is a must-listen for professionals, families, and business owners who want to turn financial planning into a lifelong gift for themselves and their loved ones.

Key Takeaways:
● 🧭 Start Early: The earlier you begin your financial and estate planning, the more flexibility and opportunity you gain.
● 👨‍👩‍👧 Family-Level Service: John emphasizes treating every client like family—offering guidance and attention regardless of net worth.
● 🎯 Retire to Something: Planning isn’t just about stopping work—it’s about transitioning to a life of purpose and activity.
● 📊 True Holistic Wealth Management: It’s more than investments—estate planning, taxes, and insurance all play critical roles.
● 💡 Be Curious: The most successful clients ask questions, stay engaged, and understand why behind their strategy.

Quotes from John Sidery:
● “The best investment you can make is memory dividends.”
● “Retire to something. Have a purpose, not just a finish line.”
● “Our goal at Olympus is to deliver family-level service—no matter your account size, you’re treated like family.”

 🔗 Conclusion:
Whether you’re just starting your career, preparing for retirement, or already enjoying it—this conversation will inspire you to approach financial planning not as a task, but as a gift to yourself and those you love.

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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, sharing valuable insights and practical tools for personal and relational growth. Owen draws from decades of experience to discuss the emotional disconnect many men face, the cultural conditioning behind it, and how to rewire connection through body-based practices, offering actionable advice for men, their partners, and anyone invested in personal development and authentic relationships. This episode is a must-listen for coaches, leaders, spouses, and parents wanting to better understand the emotional world of men and how to support their growth.

Key Takeaways:
● 🧠 Somatic Awareness Unlocks Emotion: Learning to connect with the body is often the gateway for men to access and express emotional states authentically.
● 🤝 The Power of Male Community: Safe, emotionally open male groups can shift lifelong patterns of isolation, shame, and emotional suppression.
● ❤️ Connection Before Correction: Deep emotional change starts with connection—both to self and others—not just more information or logic.
● 👨‍👩‍👧‍👦 Impact on Relationships: When men connect emotionally, they show up more fully as partners, parents, and leaders, creating ripple effects across all areas of life.
● 📈 Emotional Fitness is a Skill: Like physical fitness, emotional intelligence takes practice—but the results are measurable, lasting, and transformational.

Quotes from Owen Marcus:
● “The problem’s not with you—it’s with the model you were given.”
● “You can be vulnerable and strong at the same time.”
● “Once you’re emotionally connected to yourself, connection with others becomes natural and sustainable.”
 🔗 Conclusion:
Men don’t need fixing—they need a new model for connection. This episode offers an inspiring look into how vulnerability, somatic awareness, and brotherhood are revolutionizing how men lead, love, and live.
Connect with Owen:
Website: http://www.meld.community

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