Legacy Leaders

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 families looking to create more than just a will. Larry draws from decades of experience in litigation, estate administration, and client storytelling to discuss the pitfalls of online estate plans, the emotional weight of family assets, and how sharing personal stories can build generational resilience. This episode is a must-listen for families, financial professionals, and anyone seeking to create a lasting, impactful legacy.

Key Takeaways:
● 📚 Backstory with Purpose: Larry’s journey from litigation to estate planning reveals how personal impact and emotional connection make estate law fulfilling.
● 🧭 Avoiding Online Pitfalls: DIY wills and online estate planning tools often miss crucial legal and emotional nuances, leading to conflict and costly errors.
● 🛶 Planning as Navigation: Larry likens estate attorneys to river guides, helping families avoid hidden “waterfalls” and legal rapids.
● 🫶 Stories Over Stuff: Inheritance conflicts often stem from sentimental items—not money—highlighting the importance of clear communication and planning.
● 👨‍👩‍👧‍👦 Legacy Beyond Wealth: True legacy lies in passing down moral fiber, family values, and stories—not just assets.

Quotes from E. Lawrence Brock:
● “You get the information, but if you don’t have the experience and the expertise to know how to use it, it may be detrimental.”
● “The difference is they are better—morally, spiritually, socially—because they know the stories of those who have gone before them.”
● “Be a doer. Be a doer of goodness.”
🔗 Conclusion: Estate planning is more than documents—it’s a powerful opportunity to pass down wisdom, connection, and purpose to future generations.New boost

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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 and years of financial planning to share practical strategies that go beyond just saving and investing.
This episode is a must-listen for high-earning Millennials and young professionals looking to make smart, informed decisions about their financial future while balancing life, family, and career.

Key Takeaways:
● 💰 Live Below Your Means: Why disciplined spending and early investing are crucial for long-term success.
● 📈 Equity Compensation Strategy: How tech professionals and dual-income households can optimize stock options and RSUs.
● 🧠 Mindset Matters: How upbringing and financial psychology shape our money habits and decision-making.
● 🛠️ Delegate with Intention: The power of hiring a planner—even for smart, capable professionals—to gain peace of mind and clarity.
● 🧾 Plan for Lifetime, Not Just This Year: Why strategic tax planning over your entire life matters more than saving a few bucks today.

Quotes from TJ Van Gerven:
● “What appears safe in the short term is actually risky in the long term.”
● “If I can help someone get somewhere faster and with more peace of mind, that’s success.”
● “It’s about building habits, not just chasing returns.”
🔗 Conclusion: Whether you’re navigating equity comp or just trying to invest smarter, this episode delivers insights that will help you build a legacy with intention and clarity.
Connect with TJ:
Website:  modernwealthbuilders.comTwitterYouTube ChannelNew boost

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🔑 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 draws from decades of experience to discuss why most entrepreneurs become the biggest bottleneck in their own businesses, and how to fix it. This episode is a must-listen for small-to-mid-sized business owners who are exhausted from constant firefighting and ready to scale with clarity, structure, and purpose.
 Key Takeaways:
● 📉 You Are the Bottleneck: Most business problems can be traced back to the owner. Cary explains how to recognize this and take control by letting go.
● 🔁 Process = Peace: Build consistent, employee-driven processes to eliminate chaos and reduce your daily involvement.
● 📊 Dashboards That Matter: Know what numbers to watch weekly so you lead from data—not drama.
● 💸 12 Profit Doubling Strategies: From cutting costs to incremental price increases, simple changes can lead to major financial wins.
● 💬 Leadership Through Narrative: Your leadership effectiveness is shaped by the story you tell yourself—change the story, change your results.
 Quotes from Cary Prejean:
● “What makes a great entrepreneur is often the opposite of what makes a great manager.”
● “If you don’t design your business to satisfy you, the forces around you will—and you probably won’t like where it ends up.”
● “You can’t be satisfied if you’ve never declared what satisfaction looks like.”
 🔗 Conclusion: Cary delivers a masterclass in transforming owner-led businesses into process-driven organizations. If you’re a business owner tired of doing it all yourself, this conversation will show you the roadmap to sustainable growth—and peace of mind.

Connect with Cary:
Website: https://strategicbusinessadvisors.org 

Facebook: https://www.facebook.com/CFOconsultingLA

Instagram: https://www.instagram.com/cfoconsultingllc54/

LinkedIn: https://www.linkedin.com/in/caryprejean/

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🎙️ 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 financial advising and its impact on creating meaningful legacies, sharing valuable insights and practical tips for listeners. James draws from his extensive experience to discuss the mindset shift that fiduciary advisors embrace, the emotional side of money management, and why legacy planning matters, offering actionable advice for families and individuals planning for their financial future. This episode is a must-listen for anyone who wants to build a secure and intentional financial future, providing both knowledge and tools to navigate this important subject.
Key Takeaways:
● 💡 Fiduciary Mindset: James explains how being a fiduciary changes the advisor-client relationship, aligning interests and building trust.
● ♟️ Chess Strategies in Finance: Drawing from his love of chess, James shares how strategic thinking applies directly to financial planning.
● 🧠 Emotional vs. Logical Conversations: Learn how understanding clients’ fears and emotions is crucial to creating effective plans.
● 🏡 Legacy in Real Time: James emphasizes the importance of giving and sharing financial gifts sooner rather than later—watching the impact unfold.
● 📈 Navigating Volatile Markets: Get insights on how to stay calm and focused during market uncertainty by zooming out and sticking to the plan.
Quotes from James Alexander:
“My job is to move different pieces of the puzzle based on what I’m hearing my clients say—to solve for their needs and win their financial game.”
“I want them to see me as their financial quarterback and not just their money manager.”
“The impact you can make while you’re alive is massive—it’s about seeing your family thrive and creating memories, not just numbers on a screen.”

🔗 Don’t miss out on these insights that can help you reframe your financial approach and legacy goals! Listen now and join the conversation on building intentional legacies.

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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 and those approaching 65. This episode is a must-listen for anyone seeking clarity and confidence in their Medicare journey, providing both knowledge and tools to navigate this critical decision.
 
Key Takeaways:
● 💡 Trustworthy Guidance: Tina emphasizes the importance of working with someone who genuinely cares about finding the best plan for each individual, rather than focusing on commissions.
● 📋 Customized Solutions: She explains how she tailors solutions to each client’s specific needs, working with 14 carriers and over 120 plans to find the perfect fit.
● 🩺 The Human Element: Tina shares her belief that while AI and technology can streamline some processes, the human touch is essential when dealing with healthcare decisions.
● 🚑 Navigating Challenges: She recounts a powerful story about helping a client navigate a sudden health crisis and how her expertise ensured they had the coverage they needed.
● 🧠 Education First: Tina loves educating clients on the “ABCs of Medicare,” ensuring they fully understand their options before making decisions.
 
Quotes from Tina Fishman:
● “I think I care. I really don’t pay attention to commissions when I’m talking with people. I try to figure out the best path for them.”
● “It’s intimidating to navigate Medicare alone – you’re learning a whole new language!”
● “I’m here to help.”
 
🔗 Conclusion: Tina’s dedication to her clients and deep knowledge of the industry make her a trusted guide through the Medicare maze.
Connect with Tina:
Website: www.CustomCareIns.com
Facebook:  https://www.facebook.com/share/1LAXXhwRoq/?mibextid=wwXIfr Instagram:  https://www.instagram.com/customcareinsurancesolutions?igsh=Z2VpcmZpMG02MjBi&utm_source=qr

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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 listeners. Josh draws from his personal experiences—overcoming adversity, surviving a nine-story fall, and facing a life-threatening diagnosis—to discuss how intentional decisions can shape the legacy you leave. This episode is a must-listen for anyone striving to create a legacy of impact, values, and meaning for their family, providing both knowledge and tools to navigate this important subject.

Key Takeaways:
● 🏆 The Power of Agency: No matter your upbringing, you have the power to shape and redefine the legacy you leave behind.
● 🌟 Legacy Beyond Wealth: True legacy is built on values and impact, not just financial assets.
● ⚖️ The Importance of Values Clarity: Clarifying your values is a crucial first step to crafting an intentional legacy for your family.
● 🔨 Legacy as a Daily Construction Project: It’s not just about the end goal—small daily actions build the foundation of your legacy.
● 💪 Becoming a Transitional Character: Anyone can be the one to stop negative patterns in their family and start a new, positive legacy.

Quotes from Josh Meyer:
● “Legacy is not this big unveiling at the end of your life—it’s something you build brick by brick every single day.”
● “Whether you had a great childhood or a challenging one, you have the power to decide what your family’s legacy will be.”
● “The person who says ‘this stops with me’ is having one of the most profound impacts on the future of their family.”

🔗 Conclusion:
Legacy planning isn’t just for the wealthy—it’s for everyone. Josh’s story and wisdom show how you can start today, no matter where you come from.

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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 of experience to discuss how strategy, structure, and systems determine business success, offering actionable advice for business owners and entrepreneurs ready to scale smart. This episode is a must-listen for founders, CEOs, and leaders of mid-sized companies looking to break past growth plateaus and increase profitability with precision.
 🔑 Key Takeaways:

● 📣 Focus Cuts Through the Noise: In a world flooded with messaging, the businesses that win are those that deeply understand who they want to be a hero to—their ideal customer.
● 📊 Strategy is About Decision-Making: Strategy isn’t just planning—it’s the framework for deciding what actions your business takes and how you evaluate results.
● 🧠 Systems Drive Performance: Every system is perfectly designed to get the results it’s currently producing. Change the system, change the outcome.
● 🚚 Structure Influences Behavior: Invisible structures silently guide your team’s decisions and actions. Making them visible helps teams work smarter and more profitably.
● 🔁 Anticipate. Act. Learn.: Growth isn’t just from taking action—it comes from learning through iteration and making informed adjustments along the way.
 🗣️ Quotes from Doug Davidoff:

● “The more you can narrow the focus, the more you expand your yield.”
● “Every system is perfectly designed to get you the results that you’re getting right now.”
● “There’s nothing worse than losing while playing someone else’s game.”

 🔗 Conclusion: Doug Davidoff reminds us that sustainable business growth isn’t about doing more—it’s about doing the right things better. This episode equips you with the mindset and tools to think differently, act strategically, and grow intentionally.
Ready to rethink your revenue? 🎯 Listen now!

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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, they explore the often-overlooked realities of exit planning, sharing valuable insights and practical tips for business owners nearing retirement or preparing for succession. Steve draws from decades of experience in finance, M&A, and corporate leadership to discuss valuation gaps, emotional readiness, and why exit planning isn’t just about a number — it’s about legacy. This episode is a must-listen for entrepreneurs, business owners, and advisors looking to lead their company into its next chapter with purpose and clarity.

 🔑 Key Takeaways:

• 💵 Valuation Reality Check: Most owners overestimate their business’s worth based on personal financial goals — not market realities.

• 🧰 Opinion of Value vs. Full Appraisal: Steve explains a cost-effective way to understand what your business could actually sell for in the next 18 months.
• 🧠 Transition is Emotional: Owners struggle with identity and letting go — and many don’t think beyond “golfing” into their next purpose.
• 🏗 The Stronger the Team, the Smoother the Exit: If your business can’t run without you, it’s not ready to sell.
• 📊 Start Sooner Than You Think: Planning now — even if you’re years from retiring — means a better, more profitable outcome later.

• “Most business owners determine value based on what they need to retire — not what the business is actually worth.”
• “If you can leave your business for six months and it runs without you, that’s a business ready for transition.”
• “Planning a transition isn’t an expense — it’s an investment that can return 10x or more.”

 💬 Quotes from Steve Whitteberry:

 🔗 Conclusion:
Exit planning doesn’t start when you’re ready to leave — it starts when you’re ready to think differently about your business. To connect with Steve, visit invictusma.com or email him directly at steve@invictusma.com.
🎁 BONUS: Mention this podcast to receive a complimentary copy of How to Transition from Your Business Without Regret or the Beating the Boomer Bust report!

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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 leadership, and how leaders can confront their blind spots to unlock their full potential. Jeff draws from decades of experience stewarding culture at billion-dollar organizations and coaching CEOs to dive deep into the inner challenges leaders face, offering practical guidance to help them succeed with both excellence and humility. This episode is a must-listen for executives, entrepreneurs, and leadership teamsseeking to lead more authentically, grow with intention, and leave a lasting legacy.

Key Takeaways:

• 🔑 Trust as a Foundation: Jeff explains how trust, rooted in vulnerability, is essential for real leadership growth and team performance.

• 👥 The Power of Peers: Peer advisory groups create safe, honest environments where CEOs can confront blind spots and gain unfiltered feedback.
• 🧠 Accountability Without Fear: Accountability should be about promise-keeping, not punishment—and works best when paired with psychological safety.
• 🛑 Avoiding Leadership Pitfalls: Leaders must be conscious of how power dynamics and imposter syndrome can both sabotage trust and performance.
• 🔍 Blind Spot Awareness: Continuous feedback from trusted peers is the most reliable way to uncover and work through the things leaders can’t see themselves.

• “Without trust, there is no growth. Trust is built on vulnerability.”
• “The truth will set you free, but usually it’ll make you miserable first.”
• “I hope my legacy is empowering people to reach their highest potential—in their values, their purpose, and their leadership.”

 Quotes from Jeff Oak:

 🔗 Conclusion: Leadership is not about having all the answers—it’s about creating the conditions for growth, truth, and transformation. Jeff Oak shows us how.
 
Connect With Jeff:

Website: www.vistage.com/legacy (this will be a dedicated Welcome Page for your listeners)
LinkedIn: https://www.linkedin.com/in/jeffoak/
Facebook: https://www.facebook.com/profile.php?id=100082981682259
YouTube:  https://www.youtube.com/channel/UCVrMnz4DiVi2NfnCLy3smDw

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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 strategies to help small business owners lower their tax burden and build smarter, more sustainable financial futures. Gary draws from his extensive experience to discuss the risks of reactive tax filing, the rise of misleading online financial advice, and proven techniques for legally reducing taxes. This episode is a must-listen for business owners, entrepreneurs, and high-income professionals, providing both the mindset and tools to take control of your financial story.

🎯 Key Takeaways:

● 📊 Tax Planning ≠ Tax Preparation: Most CPAs are historians, not strategists. True value comes from forward-thinking planning—not just form filing.

● 🏠 Use the Augusta Rule: Rent your home to your business for up to 14 days and receive tax-free income—a simple strategy often overlooked.

● 💰 Stack Your Strategies: Layering multiple tax strategies (like defined benefit plans) can drastically reduce your tax bracket—sometimes from 37% to 24%.

● 📉 IRS Audit Trends: Schedule C and E filers are facing more scrutiny, especially as the IRS relies on newer, less experienced agents.

● 🚫 Beware of TikTok Tax Advice: Misleading or outright illegal financial advice is everywhere online. Know who you’re listening to—and verify everything.

🗣️ Quotes from Gary Helt:

● “There’s a big difference between tax preparation and tax planning—preparation looks backward, planning looks forward.”

● “The IRS has more money, more time, and more power than you do—you have to play smart, not just aggressive.”

● “Just because you got it for free on social media doesn’t mean it won’t cost you everything in the end.”

🔗 Conclusion: Don’t wait until year-end to think about taxes. Strategic planning now could save you more than you realize. Listen in and start planning forward—not backward.

Want more from Gary? Find him on LinkedIn or visit SBAdvisors.cc. Also, check out his podcast: Grow Your Business and Grow Your Wealth for more expert insights.

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