PODCAST · business
Legacy Leaders
by Stan Miller & Katie Beth Hand
The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.
Episodes
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Episode 260: Estate Planning Mistakes That Could Cost Your Family
Estate planning isn’t just about what happens after you’re gone—it’s about protecting the people and priorities that matter while you’re here. Amy Privette is an estate planning attorney and founder of Privette Legacy Planning in Cary, North Carolina. In this episode, guest host Diane Goldman…
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Episode 259: Protecting Your Family, Retirement & Legacy
Financial advisor Ariel Rodriguez brings nearly 30 years of financial services experience, helping individuals, families, and business owners navigate estate planning, retirement planning, business transitions, and long-term financial strategies. In this episode of Legacy Leaders, Katie Beth Hand...
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Vishaw Sondhi: Retirement Planning: How to Never Run Out of Money
Vishaw Sondhi is a financial advisor and accounting and tax professional with more than 30 years of experience helping individuals and business owners make informed financial decisions and prepare for retirement. In this episode, Vishaw joins Katie Beth Hand to discuss building a retirement plan...
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Sarah Barker :How to Navigate Senior Care: Expert Advice for Aging Parents and Family Caregivers
Thinking about aging care before a crisis can make all the difference. Sarah Barker is the Founder and CEO of Connect Our Elders, a national senior care navigation and consulting organization that helps older adults and their families understand care options, connect with trusted resources, and...
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Don D. Ford III: Estate Planning Mistakes That Destroy Families
Estate planning mistakes can create years of family conflict — but most of them are preventable. Don Ford is a board-certified probate and estate attorney and managing partner at Ford + Bergner. With decades of experience in estate planning, trusts, probate, and post-death administration, Don…
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Jaimi Cortes: Strategic Philanthropy & Legacy Planning
Discover how strategic philanthropy can turn charitable giving into lasting family impact. Jaimi Cortes, founder of Core Philanthropic Strategies, joins Legacy Leaders to discuss how families, entrepreneurs, and advisors can create more intentional and meaningful giving strategies. With more than...
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Melissa Pavone: Divorce Financial Planning: How to Protect Your Money and Future
Divorce is often the biggest financial decision of your life—and most people are unprepared for it. Melissa Pavone is a Certified Financial Planner and Certified Divorce Financial Analyst (CDFA), as well as the founder of Mindful Divorce Partners. With both professional expertise and a deeply...
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Kurt Haas: Advanced Planning: Protect Your Family & Finances
Planning ahead isn’t about you, it’s about protecting the people you love. Kurt Haas, Advanced Planning Advisor at Mount Sinai Memorial Parks and Mortuaries, joins guest host Jeff Kritzberg to break down what advanced planning really means and why it matters. Drawing from both personal experience...
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Nicholas Capman: Build a Passionate Workforce: 15 Leadership Pillars for Performance
Nicholas Capman, CEO of the FDA Group and author of The Passionate Workforce, joins the Legacy Leaders Podcast to share his framework for building a culture where employees move from resentment to passion. Drawing from leadership experience and measurable workforce strategies, he explains how...
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Drew Sherman: Civil Litigation Secrets: How a Top Attorney Wins Cases & Protects Clients
What It’s Really Like to Be a Trial Lawyer (And How to Win Cases) Drew Sherman is an award-winning civil litigation attorney with Mashian Law Group in Los Angeles, known for handling complex business disputes, trials, and high-stakes cases. With over two decades of experience, he brings deep...
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Shannon Ryan: The Emotional Side of Money
What if your biggest money problem isn’t your income—but your emotions? In this episode of Legacy Leaders, Stan and Katie Beth sit down with Shannon Ryan, Certified Financial Planner and author of Your Money Has Feelings. Together, they explore the emotional side of money and how mindset shapes...
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Jon Grishpul : ADU Costs, Contractor Bids & Renovation Mistakes to Avoid
Thinking about building an ADU but overwhelmed by costs, contractors, and the fear of a renovation nightmare? This episode will change how you approach the entire process. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Jon Grishpul, Co-CEO of GreatBuilds.com and...
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Brad Griffith: Empowering Small Businesses and Nonprofits with Tech
What if technology could be the missing link between your mission and your full potential? In this inspiring episode, discover how digital innovation can fuel the impact of small businesses, nonprofits, and local governments. In this episode of Legacy Leaders, guest host Vance Bennett sits down...
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Jessa M. Gary: Estate Planning & Elder Law Insights
Are you prepared for the unexpected when it comes to your estate? Most people aren’t—and the cost of waiting can be overwhelming. This episode of Legacy Leaders explores why proactive planning is critical and how a few simple steps today can protect your legacy tomorrow. In this episode of Legacy...
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Drew McCartt: Fishing, Family, and Legacy at Briarwood Sporting Club
What if your love for the outdoors could lead to a dream career — and help others reconnect with nature and family along the way? Discover how fishing, healing, and legacy come together at one of the most unique clubs in America. In this episode of Legacy Leaders, guest host Vance Bennett sits…
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Matt Granados: Fix People Problems, Prevent Burnout, and Lead with Lasting Impact
Are people really the problem or is it your structure? Discover how to finally fix your people problems, prevent burnout, and lead with intention and impact. In this episode of Legacy Leaders, Katie Beth sits down with the CEO of LifePulse Matt Granados, a sought-after speaker and bestselling...
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Dr. Matt Paden : Servant Leadership in a Changing World
Discover why purpose-driven leadership transforms teams—and why so many leaders today are struggling to find it. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dr. Matt Paden, President and Managing Partner of Great Days Leadership. Together, they explore purpose-driven...
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Vance Bennett: More Than Money: Creating a Financial Legacy with Purpose
💰 Are You Living in Financial Overflow or Just Getting By? Discover the Mindset Shifts That Can Transform Your Financial Future In this episode of Legacy Leaders, Katie Beth Hand sits down with Vance Bennett, financial services expert and member of the Legacy Leaders Network. Together, they...
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Dean Kantaras: From Pizza to the Courtroom: A Journey in Family Law
What does it take to build a thriving legal practice rooted in integrity, preparation, and passion for advocacy? This episode dives into the powerful story of one attorney’s journey from a teenage pizza maker to a top-tier family law litigator. In this episode of Legacy Leaders, guest host Chris...
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Christy Farnbauch: Building a Legacy Through Theater
🎭 What happens when a historic theater reinvents itself to build empathy and serve its community in bold new ways? This episode dives into the transformative power of the arts and leadership behind the scenes. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Christy…
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Wallis Tsai: Life Insurance: Truth vs. BS
Are you getting honest advice about life insurance—or just a polished sales pitch? In a financial world filled with noise, it's crucial to separate fact from fiction when protecting your family’s future. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Wallis Tsai, founder and...
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Peter May and Ross Rubin: DSTs and 1031 Exchanges for Real Estate Tax Deferral
Discover how savvy real estate investors are deferring massive tax bills using little-known strategies—and why most professionals still haven’t heard of them. In this episode of Legacy Leaders, guest host Rod Hatley sits down with Peter May and Ross Rubin, co-founders of DST Sherpa and 1031…
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Sam Vadakekut : Building Wealth with Purpose through Faith-Based Finance
💡 What if building wealth wasn’t just about making money—but stewarding a legacy with eternal impact? In this episode of Legacy Leaders, Katie Beth Hand sits down with Sam Vadakekut, author, entrepreneur, and faith-based wealth advisor. Together, they explore the concept of biblical stewardship…
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Kevin Yoder: Continuous Learning in Real Estate Service Excellence
🎙️ What Makes a Real Estate Professional Truly Exceptional? Discover the Power of Purpose, Process, and People Skills In this episode of Legacy Leaders, guest host James Moore sits down with Kevin Yoder, founder of Yoder Real Estate and a visionary business coach. Together, they explore what it...
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Bob Carrothers: Navigating Business and Personal Challenges
Are you a business leader navigating the pressures of growth, people management, or just craving a sounding board that gets it? This episode reveals why you don't have to do it alone—and how the right community can transform your leadership journey. In this episode of Legacy Leaders, Stan and…
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Chuck Oliver: Maximizing Wealth and Values: Proactive Tax-Smart Strategies
💡 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...
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Mike Mitchell and Randy Rose : Synergizing Financial Services and Estate Planning
💡 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...
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Christian Smith: The Intersection of Estate Planning and Financial Security
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...
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Sam Trahin: The Transformative Power of Mentorship
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…
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Megan Whitehead: Building Legacies of Integrity and Compassion in Financial Planning
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...
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Richard Zack: Digital Legacy: Safeguarding Your Online Estate
🔐 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 Eternal Me and a 30-year tech veteran. Together, they explore the rising importance of digital estate planning, sharing...
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Kym Reed: Navigating from Criminal Justice to Financial Planning
💡 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,...
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John Sidery: Personalized Financial Planning for All Families
💰 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,...
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Owen Marcus: Somatic Mindfulness Coaching for Men's Resilience
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...
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Nick Davies: Building Your Dream Team for Legacy Leadership
Are you building a business—or just running one? Discover the clarity, leadership, and legacy mindset that sets thriving financial advisors apart. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Nick Davies, a high-performance business coach for financial advisors. Together,...
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Michael Ferguson: Proactive Financial Planning for Future Security
Are you financially prepared for life’s “until” moments? Discover the transformative power of insurance and financial planning in this compelling episode. In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Michael Ferguson, an insurance expert, life coach, and sought-after...
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Jazz Scott: From the Field to Finance
💡 From the Gridiron to Financial Guidance: How One Former Athlete is Changing Lives in Underserved Communities In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Jazz Scott, a former athlete turned financial advisor with a mission to elevate financial literacy in underserved...
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John Dini: Business Brokerage and Wealth Protection
Are business owners truly prepared to transition out — or are they clinging to myths that could cost them everything? In this episode of Legacy Leaders, guest host James Moore sits down with John Dini, serial entrepreneur, exit planning expert, and creator of The Exit Map. Together, they explore...
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E. Lawrence Brock: A Journey to Lasting Legacies
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...
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T.J Van Gerven: Empowering Your Wealth
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…
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Cary Prejean: Transforming Autocratic Owners into Visionary Leaders
🔑 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...
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James Alexander: Financial Wisdom and Fiduciary Responsibility
🎙️ 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...
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Tina Fishman: Decoding the Alphabet Soup of Medicare
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...
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Josh Meyer: The Power of Values and Meaningful Actions
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...
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Doug Davidoff: Unveiling the Revenue Acceleration Framework
🎧 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...
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Steve Whitteberry: Navigating Business Ownership Transitions: Strategies for Success and Legacy Building
🧠 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...
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Jeff Oak: Embracing Failure, Empowering Leaders
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...
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Brad Hamblen: Building Generational Wealth Through Real Estate
Is real estate still the smartest path to building lasting wealth and legacy — even in a high-rate, low-inventory market? Find out why now might be the most critical time to act. In this episode of Legacy Leaders, guest host Josh Meyer sits down with Brad Hamblen, Branch Manager at Citywide...
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Gary Heldt: Mastering Your Finances: The Key to Long-Term Success
💼 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....
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Dave Goetz and Melissa Parks: Preserving Family Legacies Through Stories: The Power of Connection and Healing
Have you ever wondered how families can preserve their legacy, values, and business success across generations? This episode will inspire you to think about the stories that shape who we are — and why it's critical to capture them now. In this episode of Legacy Leaders, Stan and Katie Beth sit…
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ABOUT THIS SHOW
The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm.
Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.
HOSTED BY
Stan Miller & Katie Beth Hand
CATEGORIES
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Frequently Asked Questions
How many episodes does Legacy Leaders have?
Legacy Leaders currently has 260 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Legacy Leaders about?
The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast...
How often does Legacy Leaders release new episodes?
Legacy Leaders publishes regularly with 260 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Legacy Leaders?
You can listen to Legacy Leaders on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Legacy Leaders?
Legacy Leaders is created and hosted by Stan Miller & Katie Beth Hand.
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