Your Life Your Legacy

John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to client families. He is also a dedicated member of his community through his involvement in non-profit organizations and his teaching role at Washington University.

Listen to this informative Your Life. Your Legacy. episode with John Jennings as he shares his strategies and tools in helping the 63 families he works with, as well as his insights on the responsible way to maintain wealth with purpose and avoid jeopardizing future generations. He touches on being charitable and giving back and offers his perspective on investing amidst the financial uncertainties. He also mentions his passion for sharing interesting facts through blogging and writing.

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

·        Estate planning is about balancing simplicity and tax optimization based on personal preference. Early planning can make estate taxes optional.

·        Achieving true wealth means balancing wants and needs, creating a meaningful legacy, and using money with purpose. Anything extra is a bonus.

·        To increase happiness and life satisfaction, spend on experiences and time with others, as research shows a positive link between money and happiness.

·        Leave a legacy through values-based philanthropy, making a significant impact in a specific area and passing it on to future generations by living your values.

·        Becoming a great investor isn’t about knowing everything about financial markets, but developing mental models like Charlie Munger to make better life decisions and potentially grow wealth.

Connect with John:

Links Mentioned:

The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown: https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF

The Haimish Line by David Brooks: https://www.nytimes.com/2011/08/30/opinion/brooks-the-haimish-line.html

Twitter: https://twitter.com/bigdogtwo

LinkedIn: https://www.linkedin.com/in/john-jennings-433a054/

The IFOD: https://www.theifod.com/

Website: https://johnmjennings.com/

St. Louis Trust and Family Office: https://www.stlouistrust.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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Do you want to ensure that your high net worth estate plan includes proper guardianship nomination? Are you searching for a solution to achieve comprehensive guardianship in your estate planning strategy? Look no further, because our guest, Christina Lewis, will be sharing her expertise and guiding you towards achieving the desired outcome of secure guardianship within your estate plan. Join us as she provides valuable insights and practical tips to help you navigate the key considerations for guardianship in estate planning, so that you can safeguard your loved ones’ future.

About Christina Lewis:

Christina Lewis is an attorney with Law Office of Christina Lewis in Torrance, California. Ms. Lewis practices in the areas of estate planning, asset protection, and business law. She works with clients to plan and implement strategies to transfer family wealth and accomplish personal goals in a tax-efficient manner. Ms. Lewis advises fiduciaries in regards to the administration of trusts and estates. The transactional side of her practice includes drafting, negotiating, and advising clients on all types of documents and agreements, including shareholder, partnership and joint venture agreements, by-laws, association agreements, consulting agreements, noncompetition and nondisclosure agreements, representation agreements, management services agreements, leases, franchise agreements, license agreements, distribution agreements and other agreements and documents used in the operation of her clients’ businesses. Ms. Lewis earned her undergraduate degree from the University of California Los Angeles and her J.D. degree from Loyola Law School.

Listen to this informative Your Life. Your Legacy. episode with Christina Lewis where she shares how to:

●    Learn effective estate planning and asset preservation strategies tailored for high-net-worth individuals to protect and grow your wealth for future generations.

●    Discover the importance of creating personalized and tailored estate plans to ensure your wishes are properly carried out and assets are distributed according to your desires.

●    Understand the key considerations for guardianship nomination in estate planning, ensuring the well-being and care of your loved ones if something should happen to you.

●    Explore the value of comprehensive estate planning beyond legal documentation, including strategies to minimize taxes, protect assets, and address complex family dynamics.

●    Learn about the significance and benefits of trust administration and probate services in estate planning, ensuring a smooth transfer of assets and protection of your legacy.

“Every estate plan is like a unique fingerprint, tailored to the individual’s needs and wishes.”

– Christina Lewis

Connect with Christina:

Website: www.christinalewislaw.com

LinkedIn: www.linkedin.com/in/christina-lewis-esq-041bb1

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

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development.

Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

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Patricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the field, she has received recognition for her commitment to clients and ethics, being named to the 2021 San Francisco Super Lawyers list and winning the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. With a strong background in estate planning, probate, and trust administration from Golden Gate University, Patricia approaches her work with a passion for social justice and strives to provide clients with a better experience in estate planning. Known for her warm and relatable personality, Patricia treats each of her clients as if they were one of her own.

Listen to this informative Your Life. Your Legacy. episode with Patricia de Fonte as she shares the essence of family-focused estate planning, emphasizing the importance of creating a plan that considers not only money and taxes but also family harmony, trust, and personal values. She also delves into estate planning as an intimate process beyond just preparing documents, focusing on providing a client-centric experience.

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

●    Estate planning is an integral part of life that deserves careful and personalized attention to secure assets and loved ones. A good estate plan gives you peace of mind no matter what life throws your way.

●    Patricia’s approach to initial client meetings is by setting expectations, getting to know the clients and their values, and learning about their loved ones, who they trust, who they are worried about, and who they feel responsible for, as a means of providing value-based estate planning services.

●    Patricia and her firm ensure clients fully comprehend their documents through personalized meetings and a careful review process, including notary signing and a final funding review with the client for added security and peace of mind.

●    In addition, they assist their clients in putting together a solid financial team by finding and recommending the right advisors, brokers, and professionals and offering advice on how to build a successful working relationship with them.

Connect with Patricia:

Links Mentioned:

WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques: https://www.amazon.com/Estate-Planning-Strategies-Collective-Techniques/dp/0982177909

Guest Contact Info:

Email: patricia@defontelaw.com

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

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

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

De Fonte Law PC: https://defontelaw.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 Best Seller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/  https://www.americanlegacynetwork.com/aln-home1

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Do you want to understand how your financial choices can create a long-lasting impact aligned with your values? Are you seeking a solution to bridge the gap between money and the change you want to see in the world? Join us as Adam Christing shares his insights on how you can achieve the desired outcome by connecting your money to your values. Discover the pathway to creating a meaningful and lasting impact through your financial decisions.

About Adam Christing:

Adam Christing received the Best of Los Angeles Award as the #1 Event Master of Ceremonies in 2021. He has been featured on more than 100 TV and radio networks, including CNN, Fox News, and Entertainment Tonight. His forthcoming book is called We Got You: How to Gather Your Group, Galvanize Your People, and Grow Your Results. Adam is a graduate of Biola University and the CEO of CleanComedians.co

Listen to this informative Your Life. Your Legacy. episode with Adam Christing where he shares how to:

●    Gain insight into the ways strong relationships can create a lasting legacy of significance.

●    Discover how investing in partnerships and clients paves the way for enduring success.

●    Understand the impactful role that listening deeply has in both interpersonal and business relationships.

●    Learn the art of appreciating current circumstances while nurturing existing opportunities, instead of persistently seeking external success.

●    Grasp the profound link between one’s financial habits and core values in contributing to a meaningful legacy.

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

●    Insight into strong relationships

Adam Christing asserts that qualities such as understanding, support, and active listening are central to strong interpersonal connections.

●    Investing in partnerships and clients

Establishing a meaningful legacy demands more than fleeting interactions with clients; it requires investment in partnerships.

●    Impactful role of listening

Adam Christing postulates that by effectively listening to your clients or loved ones, you make them feel valued and heard, which strengthens the bond and connection with them.

“Leave a legacy of laughter and joy with your family, friends, and customers. It’s all about creating memories.” – Adam Christing

Connect with Adam:

Connect with Adam:

LinkedIn: https://www.linkedin.com/in/adam-christing/

website: http://www.AdamChristing.com

website: Comedians For Hire | Corporate Events | Funny Clean Comedians®, Emcees & Speakers | Clean Comedians® 

About your guest host, Karl “Doug” Hering:

Karl “Doug” Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow. He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults. 

He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings.

Connect with Karl:

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

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About Beth Handwerker:

Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren’t forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy.

Beth is passionate about estate planning because she’s seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother’s ownership to her family’s partnership ownership. The mistake was discovered 5 years after her mother’s passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It’s very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches!

Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to:

●    Explore the importance of estate planning in preserving your legacy.

●    Discern common pitfalls in estate planning and ways to avert them.

●    Master the art of planning for special needs children and setting up special needs trusts.

●    Become aware of integrating charitable donations into your estate plans for communal benefit.

●    Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills.

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

●    Significance of Estate Planning

This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes.

●    Common Missteps in Estate Planning

Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues.

●    Planning for Special Needs Children

Planning for special needs children presents unique challenges, requiring parents to think about their child’s care long after they’re gone.

“Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.”

– Beth Handwerker

Connect with Beth:

Website: https://www.jamesinvestment.com/ 

LinkedIn: https://www.linkedin.com/company/james-investment

Email: bhandwerker@jamesinvestment.com

X (Twitter): https://twitter.com/JamesInvt

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

About your guest host, J. Diane Robinson:

J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients’ unique needs are met.

Connect with J. Diane:

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

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Are you interested in protecting your assets and ensuring your final wishes are carried out exactly as you desire? Looking for a way to avoid costly errors and ensure that your estate planning is legally secure? Join us as our guest, Lauren Doyle, shares her expertise and provides a solution to help you achieve peace of mind and make your intentions legally binding. Discover how professional guidance can help you safeguard your assets and guarantee that your wishes are upheld, no matter what.

About Lauren Doyle:

Lauren Doyle, an experienced business and estate planning attorney at TLD Law in Irvine, California, is known for her expertise in corporate counseling, business succession planning, and estate and tax planning. With a keen eye for detail, she guides clients through entity formation, excels in contract negotiation, and plays a pivotal role in complex mergers and acquisitions. Lauren’s wealth of knowledge extends to crafting comprehensive estate plans and skillfully navigating trust administration, offering clients peace of mind in securing their legacies.

Lauren is a dedicated professional who actively contributes to her field. Her achievements include being recognized as a Southern California Rising Star. She holds a J.D. from Western State University College of Law and a B.A. from New York University. Beyond her legal pursuits, Lauren Doyle’s commitment to her community is evident through her involvement in professional organizations and her ongoing dedication to providing exceptional legal counsel to her clients.

Listen to this informative Your Life. Your Legacy. episode with Lauren Doyle where she shares how to:

● Discern the crucial responsibility of estate planning young professionals often overlook.

● Recognize the risks and complications arising from unsatisfactory estate planning.

● Unravel the challenges tied up in estate planning, and understand the necessity of seeking professional guidance.

● Delve into the impacts of California’s property tax laws on inheritance.

● Experience the satisfaction that comes with guiding others in planning their estate and giving back to the community.

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

● Uncover the gravity of estate planning

Lauren Doyle explains how integral a professionally drafted and regularly reviewed estate plan is for the effective management of one’s assets posthumously.

● Grasp the potential ramifications

Doyle highlights the potential pitfalls associated with inadequate or nonexistent estate planning, including significant financial loss due to complications such as probate fees, hefty property tax reassessments, and potential legal disputes among beneficiaries.

● Explore the common complexities

Throughout the episode, Lauren discusses several common complexities that individuals must navigate when planning their estate. She delves into constant regulatory shifts, such as California’s Proposition 19, and illuminates their potential impact on inherited properties.

“You’re going to cause a worse problem when you pass away and you’re not there to explain why you did what you did.”

– Lauren Doyle

Connect with Lauren:

Website: https://tldlaw.com/attorney/lauren-doyle/ (Company)

LinkedIn: https://www.linkedin.com/in/lauren-m-doyle-esq-4545a568/

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports, and is active in helping with community youth development.

Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

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In the world of law, Monica Goel’s journey took an unexpected twist, leading her from the rivalry between two rival schools to a passion for safeguarding the rights of the elderly. Inspired by the often overlooked needs of this forgotten group, Monica delved deep into the field of elder abuse law, only to discover an even greater calling in estate planning and trust administration. Now, she tirelessly works at the law firm TLD, assisting families facing the challenges of incapacity and loss, guiding them in budgeting, finding appropriate caregivers, and providing care for their loved ones. With each case she takes on, Monica’s story unfolds, weaving a tale of compassion and empowerment.

About Monica Goel:

Monica Goel has been with her firm, TLD Law, since 1999, becoming a partner in 2010. With over two decades in law, she specializes in estate planning, trust administration, probate, and elder law, notably with a focus on special needs trusts. Based in the firmâs Long Beach and Irvine, CA offices, Monica has earned several awards, including the “Superb” rating by AVVO and recognition as a Top Woman Attorney in Southern California in 2016.

Monica is a Certified Legal Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization. She has been recognized in Super Lawyers Magazine both as a Rising Star and later as a Southern California Super Lawyer in Trust & Estates from 2019 to 2022. In addition to her legal practice, Monica has taught at Cerritos College and UCI Extension.

Listen to this informative Your Life. Your Legacy. episode with Monica Goel where she shares how to:

●    Discover how vital estate planning can be, enabling the safeguarding of assets and the welfare of your loved ones.

●    Uncover the advantages of establishing a trust to circumvent complex, expensive probate processes.

●    Grasp the complexities of incapacity and loss, aiding families in budgeting, caregiving, and locating apt help.

●    Comprehend the probate court operation and its repercussions, bringing to light its time-intensive nature and potential challenges for dependents.

●    Acquire invaluable guidance and industry insights on estate planning from Monica Goel and her team at TLD Law.

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

●    Understanding the importance of estate planning

A deep grasp of estate planning principles can alleviate unwanted anxiety and prepare families physically, emotionally, and financially for the inevitability of incapacity or loss.

●    Navigating the complexities of incapacity and loss

Incapacitation and loss are emotionally poignant experiences often compounded by logistical complications that can cause additional stress.

●    Advantages of establishing a trust

A trust can simplify the transfer of assets upon a person’s passing, bypassing the often-complicated and lengthy process of probate.

“I love working with people and helping them preserve their wealth. I love helping families transition when it’s needed – when someone passes away, or now more often when someone is facing incapacity. ”

– Monica Goel

Connect with Monica:

Website: https://tldlaw.com/ (Company)

LinkedIn: https://www.linkedin.com/in/monica-goel-62a31114/

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development.

Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

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Does this sound familiar? You’ve been told to follow a cookie-cutter approach to estate planning, only to find that it doesn’t truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve.

About Stephen Kirschenbaum:

Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steven focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses.

He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations.

Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to:

●    Grasp the significance of immediate estate planning for your future security.

●    Personalize your estate plans tailored to your unique needs.

●    Appreciate the role of expert collaboration in building a complete estate plan.

●    Gain insight into special considerations during estate planning from a Jewish viewpoint.

●    Discover the power of creativity in finding solutions to estate planning challenges.

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

●    Immediate Estate Planning Significance

Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual’s wishes after their departure.

●    Personalized Estate Plans

Everyone’s life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly.

●    Expert Collaboration in Estate Planning

Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning.

“Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.”

– Stephen Kirschenbaum

Connect with Stephen:

Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/

               https://www.ghplaw.com/

LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/

About your guest host, Steven H. Step:

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steven has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steven’s clients think of him as their”secret weapon,” helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steven has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steven’s articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steven lives in the San Fernando Valley area of Los Angeles with his wife and their daughter.

Connect with Steven:

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

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Unleash your inner misfit and join adventure-seeking entrepreneur Jean Walton as she defies norms, ignites her legacy, and empowers others to embrace entrepreneurship for a life of joyful experiences and lasting impact.

About Jean Walton:

Jean Walton is the founder of Everyday Girl Adventures Social Club and MissFit Networking Group. Jean believes that saying “yes” to every opportunity has afforded her the chance to experience many unique adventures that others may turn down due to timing or inconvenience. But adventure is everywhere–inspired by these memories and the time she shares with my girlfriends and family; She wants to help others find fun and joy in their everyday lives.

Through Everyday Girl Adventures, she creates a variety of unique experiences for women to come together and make lasting memories in our local community. Feeling like a misfit in the business world, she started Missfit Networking to provide an opportunity for small, women-owned businesses to showcase their brand in a comfortable setting while creating connections and friendships with other female entrepreneurs. Both of these ventures support her mission of empowering and inspiring women to believe in themselves and make the most out of this life we have been given.

Listen to this informative Your Life. Your Legacy. episode with Jean Walton where she shares how to:

●    Uncover how engaging in adventures can spark personal transformation.

●    Reinforce self-trust to overcome feelings of displacement.

●    Learn about creating diverse revenue pathways to achieve financial autonomy.

●    Unveil how business endeavors can shape an enduring legacy.

●    Absorb ways to stimulate the youth to architect their own future stories.

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

●    Building Multiple Income Streams: Jean’s efforts embody the proactive spirit necessary for financial independence and longevity, reinforcing the broad theme of the episode – to create a powerful, lasting legacy.

●    Transformative Power of Adventure: Jean Walton highlights the importance and transformative power of embracing adventure in life.

●    Inner Confidence and Conquering Anomaly: Initially feeling out of place in business gatherings, she managed to overcome the feeling of anomaly by harnessing her inner confidence and using her unique perspective as an asset rather than a drawback.

“Don’t be afraid to be a misfit in the entrepreneurial world. Embrace your unique ideas and create a networking group for other misfit entrepreneurs. You never know where it might lead.”

– Jean Walton

Connect with Jean:

Website: https://everydaygirladventures.com/

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

Instagram: https://instagram.com/everydaygirl_adventures

TikTok: https://www.tiktok.com/@jeanwalton6

About your guest host, Karl “Doug” Hering:

Karl “Doug” Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow.  He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults. 

He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings.

Connect with Karl:

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on outdated or misleading information available on the internet.

About Karen Buelterman:

Karen Buelterman works with Arbor Financial Group. She is committed to taking great care of people who are looking to buy or refinance a home. Karen has been in the mortgage industry since 2001 and has extensive knowledge in mortgage financing. She offers a vast array of products to fit almost every need while providing customized service.

Karen communicates well and goes out of her way to make herself available to meet or discuss all options. She acts as a financial bridge that helps families achieve stability and security through home ownership.

She has traveled to 37 countries and she uses this experience to help all clients of various backgrounds feel comfortable with her and the lending process to achieve their financial and mortgage dreams. She lives in San Diego with her husband and her white lab Devon. Working as a loan officer and helping someone become a homeowner is the most rewarding work she has ever done.

Listen to this informative Your Life. Your Legacy. episode with Karen Buelterman where she shares how to:

●    Discern how effective communication can streamline your mortgage proceedings.

●    Decipher the significance of trusting your mortgage loan specialist as an advisor.

●    Grasp the importance of staying relevant with updated guidelines in the mortgage realm.

●    Realize the immense value referrals can bring from prior clients and fellow professionals.

●    Explore the multiple channels of communication open with a mortgage loan specialist.

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

●    Learn About Shifting Trends

Karen keeps her finger on the pulse of the industry, providing clients with the most accurate and current information.

●    Discover Crucial Guidance

When working with Karen, clients can expect guidance that is based on up-to-date industry practices and regulations.

●    Gain Expert Insights

Getting a mortgage is a complex process, and having an expert like Karen Buelterman guide you can be a game-changer.

“I make sure that I go to the ends of the earth for my clients… to make sure that everybody gets what they want. But communication is key, really. ”

– Karen Buelterman

Connect with Karen:

LinkedIn: https://www.linkedin.com/in/karen-buelterman-27352724/

Website: https://arborfg.net/mortgage-brokers/lo/karen-buelterman/

About your guest host, Rod Hatley:

The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview

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