All Episodes
Legacy Leaders — 260 episodes · page 1 of 3
Episode 260: Estate Planning Mistakes That Could Cost Your Family
Episode 259: Protecting Your Family, Retirement & Legacy
Vishaw Sondhi: Retirement Planning: How to Never Run Out of Money
Sarah Barker :How to Navigate Senior Care: Expert Advice for Aging Parents and Family Caregivers
Don D. Ford III: Estate Planning Mistakes That Destroy Families
Jaimi Cortes: Strategic Philanthropy & Legacy Planning
Melissa Pavone: Divorce Financial Planning: How to Protect Your Money and Future
Kurt Haas: Advanced Planning: Protect Your Family & Finances
Nicholas Capman: Build a Passionate Workforce: 15 Leadership Pillars for Performance
Drew Sherman: Civil Litigation Secrets: How a Top Attorney Wins Cases & Protects Clients
Shannon Ryan: The Emotional Side of Money
Jon Grishpul : ADU Costs, Contractor Bids & Renovation Mistakes to Avoid
Brad Griffith: Empowering Small Businesses and Nonprofits with Tech
Jessa M. Gary: Estate Planning & Elder Law Insights
Drew McCartt: Fishing, Family, and Legacy at Briarwood Sporting Club
Matt Granados: Fix People Problems, Prevent Burnout, and Lead with Lasting Impact
Dr. Matt Paden : Servant Leadership in a Changing World
Vance Bennett: More Than Money: Creating a Financial Legacy with Purpose
Dean Kantaras: From Pizza to the Courtroom: A Journey in Family Law
Christy Farnbauch: Building a Legacy Through Theater
Wallis Tsai: Life Insurance: Truth vs. BS
Peter May and Ross Rubin: DSTs and 1031 Exchanges for Real Estate Tax Deferral
Sam Vadakekut : Building Wealth with Purpose through Faith-Based Finance
Kevin Yoder: Continuous Learning in Real Estate Service Excellence
Bob Carrothers: Navigating Business and Personal Challenges
Chuck Oliver: Maximizing Wealth and Values: Proactive Tax-Smart Strategies
Mike Mitchell and Randy Rose : Synergizing Financial Services and Estate Planning
Christian Smith: The Intersection of Estate Planning and Financial Security
Sam Trahin: The Transformative Power of Mentorship
Megan Whitehead: Building Legacies of Integrity and Compassion in Financial Planning
Richard Zack: Digital Legacy: Safeguarding Your Online Estate
Kym Reed: Navigating from Criminal Justice to Financial Planning
John Sidery: Personalized Financial Planning for All Families
Owen Marcus: Somatic Mindfulness Coaching for Men's Resilience
Nick Davies: Building Your Dream Team for Legacy Leadership
Michael Ferguson: Proactive Financial Planning for Future Security
Jazz Scott: From the Field to Finance
John Dini: Business Brokerage and Wealth Protection
E. Lawrence Brock: A Journey to Lasting Legacies
T.J Van Gerven: Empowering Your Wealth
Cary Prejean: Transforming Autocratic Owners into Visionary Leaders
James Alexander: Financial Wisdom and Fiduciary Responsibility
Tina Fishman: Decoding the Alphabet Soup of Medicare
Josh Meyer: The Power of Values and Meaningful Actions
Doug Davidoff: Unveiling the Revenue Acceleration Framework
Steve Whitteberry: Navigating Business Ownership Transitions: Strategies for Success and Legacy Building
Jeff Oak: Embracing Failure, Empowering Leaders
Brad Hamblen: Building Generational Wealth Through Real Estate
Gary Heldt: Mastering Your Finances: The Key to Long-Term Success
Dave Goetz and Melissa Parks: Preserving Family Legacies Through Stories: The Power of Connection and Healing
Dr. Alise Cortez: Empowering Purpose: Unveiling Soulful Leadership
Greg Schenk: Mastering Tenant Representation: A Legacy of Resilience and Success
Guy Varble: Unlocking Real Estate Wealth: A Deep Dive into Self-Storage Investing
Lauren Williams: Empathy, Expertise, and Empowerment: A Journey in Financial Planning
Darby Walsh: From Marine Corps to Business Owner: Building a Legacy
Thomas Blottenberger: The Power of Shifting Perspectives: Uncovering Your True Desires in Finance and Estate Planning
Unlocking Success: Strategies for Law Firm Profitability
Unveiling Success: The Principles and Trends of the Metal Community
C.L. Huddleston: Navigating Health and Wealth: The Legacy Leaders Approach to Estate Planning
Greg Pirkle: Navigating the Legacy: The Importance of Comprehensive Estate Planning
Gary Heldt: Uncovering Tax Saving Strategies: A Deep Dive with CPA and Tax Coach
Daniel Hill: Empowering Families through Estate Planning and Asset Protection
Greg Nussbickel: Breaking the Myth of Estate Planning Procrastination
Georgette Pascalle: Targeted Engagement: Marketing's Quality Revolution
Richard Mills: Community-Driven Philanthropy through Donor Advised Funds
Carrie Zatelli: Wealth Transfer through Real Estate Investing
Optimizing Business Decisions for Law Firm Success
Empower Your Team: Transformative Leadership Strategies
The Evolution of Retirement Planning Strategies in California
The Power of Personal Branding in Marketing Success
Nicholas Pope: Tailored Financial Strategies: Key to Long-Term Financial Success
Dr. Lynn Banis: Understanding Family Dynamics in Times of Grief
Chris Vermeulen: Navigating Market Trends for Optimal Investments
Patrick Phancao: Tailored Legal Solutions for Clients at Various Life Stages
Bill Nolan: Safeguarding Assets and Legacy Through Estate Planning
Nirit Cohen: Fulfillment Driving Career Choices
Bennett Braverman: Crafting Customized Estate Plans for Secure Legacies
Peter Kingma: Unleashing the Power of Strategic Cash Management
Jay Barrett: Client-Centered Trusts and Guardianships Implementation
Howard Van Den Heuvel: Collaborative Relationships: Building Trust in Legal Practice
Michele Locke: Empowering Families Through Legal Education and Resources
Dr. Robert Scranton: Unlocking Financial Freedom Through Infinite Banking Strategy
Ramiro Velasco: Streamlining Cross-Border Trade for Market Expansion
Shannon Pawley: Legal Preparedness: Ensuring Compliance with End-of-Life Wishes
Shauna Wekherlien: Advanced Tax Strategies vs. Traditional CPA Approaches
Dallas Burnett: Transforming Workplace Cultures: Lessons in Leadership Coaching
Bill Burke: Victory Outside the Arena: Bill's Insights Shared
Kern Singh: Regular Updates in Estate Planning: Reflecting Life Changes
Abbe Large: Understanding Clients' Emotional Money Mindsets for Financial Success
Mark Murphy: Legacy Building through Wealth Preservation Strategies
Oscar Quesada: Mutual Success through Structured Client Collaboration
Dr Bruno Roque Cignacco: Human Values in Business: Impact on Employee Satisfaction
Steven Step: Creating Personal Financing: The Bank on Yourself Strategy
Richard Kerbawy: Value-based Estate Planning for Generational Impac
Ethical Selling Practices: Catering to Different Needs & Budgets
Darin Davis: Taking Control: From Employee to Entrepreneurial Success Story
Ben Hockema: Revolutionizing Financial Planning for Diverse Clients
Roland Ortiz: Maximize Your Wealth with Strategic Investment Planning
Rich Bruno: Achieving Work-Life Harmony Through Effective Delegation
Philip Smith: Lead Generation Strategies for Business Success