Legacy Leaders

Lauren Williams, co-founder of Prosper Plan, has a unique perspective on financial planning shaped by her early exposure to economics through her mother’s career in the oil industry in Houston. Her passion for organizing and managing money began in her youth, leading her to shift from an initial path in special education to a career in finance, starting at Wachovia Securities. As a military wife and divorcee, Lauren developed a holistic approach to financial planning that emphasizes empathy and flexibility, helping clients navigate life’s transitions with understanding. She advocates for the human side of financial advising, believing that building trust and connection, rather than relying solely on AI, is crucial during emotional and financial transitions

Listen to this informative Legacy Leaders episode with Lauren Williams about her holistic approach emphasizing empathy, global philanthropy, and the importance of human connection in advising clients through emotional and financial transitions.

Here is what to expect on this week’s show:

●   Be of service and find a niche: Specialize in a particular area, such as focusing on specific professions like doctors and nurses, and do it out of passion to protect your future in the financial planning career.

●   Building trust and relationships: Prioritize building trust with current clients to encourage referrals and take time to get to know potential clients on a personal level during initial meetings to create a connection and bond.

●   Utilize life experiences: Every personal experience, including financial and emotional transitions, can be valuable in helping clients navigate their own challenges. By sharing knowledge and guiding individuals through life events, financial advisors can offer meaningful support and lead them towards a more prosperous future.

Connect with Lauren:

Website:  https://www.prosperplan.com/

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/

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Darby, a former Marine Corps infantryman, views his military experience as a pivotal chapter in his life, imparting invaluable lessons in endurance, discipline, and perseverance. He attributes his resilience to the rigorous challenges he faced during his service, from enduring harsh environments to the emotional trials of missing significant family moments, such as his daughter’s birth. Inspired by his family’s rich military heritage, Darby sees these experiences as integral to his personal and professional growth, shaping his post-military endeavors in the manufacturing sector and eventually leading him to establish his own company, Delta Business Strategies.

Listen to this informative Legacy Leaders episode with Darby Walsh about efficient delegation in business operations and the value of trusting employees to follow well-documented processes for growth.

Here is what to expect on this week’s show:

●  Darby emphasizes the importance of family legacy, highlighting that it’s not just about material wealth but also about values and experiences passed down through generations.

●  As a father of three boys, Darby discusses the challenge of balancing discipline and fun in parenting.

●  Darby’s journey from the military to executive roles in the manufacturing and service industries, and eventually to starting his own business, highlights his resilience, adaptability, and drive for growth.

Connect with Darby:

Website:  https://deltabusinessstrategies.com/our-efforts

LinkedIn:  https://www.linkedin.com/in/darby-walsh-4b795353/

With your Guest Host: Josh Meyer

Josh is a dedicated father, husband, and entrepreneur with 16 years of experience in financial services. He is passionate about helping individuals and families envision, design, and move towards their true legacy. Through his work with business and family leaders, Josh focuses on creating balance and alignment, empowering clients to be effective both at home and in their business by living out their legacy vision.

Connect with Josh:

Website: www.yourpeaklegacy.com

LinkedIn: www.linkedin.com/in/JoshSmeyer

IG: @peaklegacypartners

FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972

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Thomas Blottenberger, CFP, ChFC, ABFP, is the co-founder of Paradigm Shift Financial, where he helps individuals align their mindset and investments with their greater purpose. Entering financial planning in 2010, he was disheartened by the industry’s focus on commissions over people—until discovering Matson Money’s principles, sparking his own paradigm shift.

Since co-founding Paradigm Shift Financial in 2018, Thomas has been dedicated to transforming how clients approach money, shifting from stress and scarcity to confidence and freedom. Through breakthrough education and coaching, he empowers families to make meaningful financial decisions using Nobel Prize-winning investment strategies.

Listen to this informative Legacy Leaders episode with Thomas Blottenberger about the profound impact of personal money stories and mindsets on financial decisions, emphasizing the importance of addressing beliefs for better financial well-being and stronger client relationships.

Here is what to expect on this week’s show:

●   Thomas explains, our personal money stories and mindsets shape our financial decisions and behaviors, making self-awareness essential for financial success.

●   Improving financial well-being starts with uncovering subconscious beliefs and emotions that drive our financial behaviors. Greater self-awareness paves the way for positive change.

●   Refocusing estate planning from negative beliefs to positive aspirations fosters better outcomes and stronger client relationships. This mindset shift is key to sustainable financial strategies.

Connect with Thomas:

Website:  https://paradigmshift.adxleader.com

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

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/

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Legacy Leaders with Katie Beth Hand and Stan Miller Episode 204 with

John Scott and Kip Bilderback are renowned experts in law firm operations, each bringing a unique perspective to improving efficiency and profitability. John, a CPA partner at Anders in St. Louis, focuses on financial management and the strategic tracking of data to maximize a firm’s cash flow and production capacity, a theme explored in his guide, “Judicial Dollars and Cents.” Meanwhile, Kip, with a successful history of expanding a modest firm into a legal powerhouse, advocates for creating repeatable processes and understanding the business side of law to enhance scalability, emphasizing incremental changes over sweeping transformations. Together, they address the evolving landscape of law firm operations, including the challenges posed by technological advancements and private equity investments, always mindful of maintaining ethical standards and the integrity of the legal profession.

Listen to this informative Legacy Leaders episode with John Scott and Kip Bilderback about the impact of technological advancements like AI in law firms.

Here is what to expect on this week’s show:

●  Adopting artificial intelligence (AI) is essential for law firms of all sizes to remain competitive and operate efficiently. Leveraging AI for routine tasks such as drafting demand letters or summarizing cases enables firms to streamline workflows and enhance productivity across the board.

●  John advocates for a profit-driven approach to accounting that helps lawyers boost cash flow and profitability. By gaining a clear understanding of their financials and making strategic, incremental changes, law firms can leverage key performance drivers to improve their bottom line.

●  The collaboration between Kip and John highlights the powerful synergy between process optimization and financial management. Together, they provide law firms with a well-rounded strategy to enhance operational efficiency and drive greater profitability.

Connect with John and Kip:

Website:  https://anderscpa.com/virtual-cfo-legal/

LinkedIn:  https://www.linkedin.com/company/vcfobyanders/

X:  https://x.com/vcfobyanders

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

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

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/

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Will Henshaw, the CEO and visionary behind Metal, views the group as a distinctive community that brings together successful men from diverse backgrounds, including media, entertainment, and technology. He believes that by being part of Metal, men can enhance their roles as husbands, business partners, and overall individuals, benefiting from the camaraderie and shared values within the group. Described as an “edgier version of TED for successful guys,” Metal emphasizes personal growth and meaningful connections, steering clear of divisive topics like politics and religion. Will is particularly committed to fostering an environment of integrity and authenticity, ensuring that members can engage in honest personal reflection and cultivate deep, genuine relationships.

Listen to this informative Legacy Leaders episode with Will Henshaw about the eight key principles of success in the Metal group, emphasizing the importance of balancing career and personal life amidst technological advancements and fostering genuine human connections.

Here is what to expect on this week’s show:

●   The Metal group emphasizes eight key principles of success that successful men from diverse professions share. These principles include curiosity, creativity, resilience, integrity, financial literacy, professional development, brotherhood, and work-life balance.

●   In a tech-driven world, the Metal community values real connections, balancing career success with personal life, and unplugging to spend quality time with loved ones.

●   The Metal community fosters camaraderie through shared interests, avoiding divisive topics. Prioritizing integrity, financial literacy, professional growth, and work-life balance, members commit to their word, build strong relationships, and navigate career and personal challenges effectively.

Connect with Will:

Website:  https://metal.men

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/

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C.L. Huddleston, founder of Huddleston Law Group, focuses on estate and “Health & Wealth” planning, including trusts, business succession, and tax strategies.

He is a founding member of WealthCounsel, Ohio Certified Specialist in Estate Planning, and co-author of For Ohio Doctors.

Admitted to the U.S. and Ohio Supreme Courts, he has earned top attorney ratings and the Leave A Legacy Award.

Listen to this informative Legacy Leaders episode with C.L. Huddleston discusses personal legacy planning, income tax minimization, and special needs considerations.

Here is what to expect on this week’s show:

●      C.L. emphasizes the importance of doing estate planning right the first time. Cutting corners may lead to family conflicts and financial challenges down the road.

●      C.L. highlights the value of storytelling in the process of estate planning, allowing clients to share their experiences and celebrate their successes.

●      C.L. notes that information overload can cause confusion. Through personal stories, client education, and visual aids, thorough initial meetings help simplify estate planning and empower informed decisions.

Connect with C.L.:

Website:  www.huddlaw.com

With your Guest Host Vance Bennett:

As a seasoned financial advisor with over 25 years of experience, Vance specializes in guiding individuals toward optimal financial decisions. Passionate about helping clients balance their dreams for the future with the responsibilities of today, Vance is dedicated to providing thoughtful and strategic guidance. A proud graduate of The Ohio State University, Vance remains deeply committed to the well-being of both his clients and the community he serves.

Connect with Vance:

·        www.VBQ1.com

·        www.Know-Parallel.com

·        www.OFlowTax.com

·        https://www.facebook.com/VanceBennettFinancialServices/

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Greg Pirkle is a business law attorney specializing in taxation, estate planning, and exempt organizations. He advises on tax implications of mergers, reorganizations, and executive compensation. His estate planning expertise includes trusts, partnerships, and charitable foundations. Greg also counsels exempt organizations on compliance, restructuring, and joint ventures. He is the managing partner and practice coordinator of the firm’s Tupelo office.

Listen to this informative Legacy Leaders episode with Greg Pirkle about the process of gathering asset information for effective estate planning.

Here is what to expect on this week’s show:

●   Greg emphasizes the importance of early and informed estate planning to prevent substantial tax burdens and ensure smooth transitions for future generations.

●   Through trust and effective communication, Greg highlights the emotional relief and practical advantages that thorough estate planning can offer to individuals and their families

●   Greg identifies three main areas where he adds substantial value to his clients’ estate plans: addressing estate tax implications, protecting assets from long-term care expenses, and navigating the complexities of family business dynamics.

Connect with Greg:

Website:  https://www.phelps.com/professionals/gregory-d-pirkle.html

With your Guest Host: Chuck Gore

Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. 

Connect with Chuck:

https://laborretirementservices.com/

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Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals.

A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen their businesses, and achieve financial success. He serves as a trusted advisor and strategic partner, guiding clients toward long-term growth.

Listen to this informative Better Business, Better Life episode with Gary Heldt about proactive tax planning and collaborative approaches.

Here is what to expect on this week’s show:

●  Gary emphasizes the significance of listening to clients, understanding their situation, and formulating customized plans tailored to individual circumstances. This method focuses on building strong relationships to uncover opportunities for tax savings and enhance client wealth.

●  Gary highlights the importance of small business owners having a board of advisors to hold them accountable and provide strategic guidance.

●  Gary defines success by reflecting on the financial achievements of his clients. He shares a story of partners who, with his guidance and support from other advisors, transformed their struggling business into a successful venture

Connect with Gary:

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

Podcast: https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291

Connect with Terry:

Website: https://www.dupontadvisory.com/

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

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Daniel earned his Juris Doctor from Widener University School of Law, graduating magna cum laude and serving as an internal editor for the Widener Law Review. He began his career as a judicial clerk for the Court of Common Pleas of Lancaster County.

With a diverse legal background in commercial litigation, maritime law, and suretyship, he later ran a family law practice for 12 years. For the past 15 years, he has focused on helping families navigate legal challenges. Committed to public service, Dan has served on multiple charitable boards and as President of his local school board.

Listen to this informative Legacy Leaders episode with Daniel Hill shares insights on the importance of estate planning and asset protection in elder law

Here is what to expect on this week’s show:

●  Daniel knows bad things can happen to anyone, so it’s crucial to have legal and financial plans in place to ensure that loved ones have the necessary support and resources during challenging times.

●  Daniel explains by educating individuals about the importance of legal and financial planning, they become more willing to take action and secure their future.

●  Daniel discusses support for caregivers. Caregivers juggling responsibilities for both children and aging parents, face significant challenges. Providing them with information on government benefit programs and resources can ease their burden and help them navigate the caregiving journey more effectively.

Connect with Daniel Hill:

Website:  https://hillgrouplaw.com/about/

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today’s dynamic landscape. She’s dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client’s unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites: https://www.jdianerobinson.com/

              https://www.innovationpartnersllc.com/

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Greg, a distinguished attorney with a background in finance and law, has seamlessly transitioned from contract law to specialize in estate planning. With over 17 years of experience, Greg’s commitment to making estate planning accessible and efficient has helped thousands of clients secure their financial futures. Join us to discover Greg’s unique approach to overcoming procrastination and ensuring families have peace of mind with their estate plans.

Listen to this informative Legacy Leaders episode with Greg Nussbickel about the importance of ongoing estate planning.

Here is what to expect on this week’s show:

·      Greg explains the importance of estate planning as an ongoing process that requires periodic reviews and adaptations.

·      

Greg offers modern, efficient, and remote estate planning services to help clients overcome procrastination. Timely preparation is crucial to avoid lengthy probate processes and provide financial relief to families.

·      Greg explains estate planning goes beyond inheritance and encompasses various financial instruments, taxes, and post-death management of bills and health information.

Connect with Greg:

Website: www.Will.Estate

LinkedIn: https://www.linkedin.com/in/gregory-nussbickel-jd-llm-810ba97/

With Your Guest Host Josh Meyer

Josh is a devoted father, husband, and entrepreneur with 16 years in financial services. He helps individuals and families design and pursue their true legacy, guiding business and family leaders toward balance and alignment.

Josh’s passion for legacy planning stems from personal trials, including a near-fatal accident and a battle with cancer, deepening his appreciation for time and purpose. As a qualifying member of the Million Dollar Round Table, he brings expertise and credibility to his mission.

Connect with Josh:

Website: www.yourpeaklegacy.com

LinkedIn: www.linkedin.com/in/JoshSmeyer

IG: @peaklegacypartners

FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972

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