エピソード

  • Greg Nussbickel: Breaking the Myth of Estate Planning Procrastination
    2025/02/19
    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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 分
  • Georgette Pascalle: Targeted Engagement: Marketing's Quality Revolution
    2025/02/12
    Known as “The Connector,” Georgette Pascale has over 25 years of experience in PR, marketing, communications, digital, social media, IR, business development, entrepreneurship, and agency leadership (the agency she founded, grew, and sold was completely virtual two decades ago, way pre pandemic). She is a recognized speaker and highlights her best accomplishments are being a single mom and boxer, rather than talk about her awards, board appointments and accolades. Listen to this informative Legacy Leaders episode with Georgette Pascalle about authenticity, trust, reputation management, targeted marketing, and effective communication. Here is what to expect on this week’s show: ● Georgette discusses prioritizing building trust and authenticity through PR, grassroots strategies, and testimonials before venturing into advertising. ● Georgette highlights the importance of prioritizing quality over quantity in marketing strategies. Instead of overwhelming potential clients with excessive advertisements, she advocates for a more targeted, thoughtful approach that fosters genuine connections. ● Georgette explains recognizing your clients' preferred communication style can resolve many challenges. Adapting your approach to align with their preferences fosters smoother, more efficient, and effective interactions. Connect with Georgette: Instagram: https://www.instagram.com/beyourowng/ LinkedIn: https://www.linkedin.com/in/georgettepascale/ Facebook: https://www.facebook.com/profile.php?id=61557847648052 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 分
  • Richard Mills: Community-Driven Philanthropy through Donor Advised Funds
    2025/02/05
    Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals. A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan Trust. He is updating the ABA’s Charitable Gift Planning: A Practical Guide for the Estate Planner and serves on nonprofit boards. Listen to this informative Better Business, Better Life episode with Richard Mills about estate planning and charitable giving. Here is what to expect on this week’s show: ● Richard highlights donor-advised funds as a way to make philanthropy more accessible, allowing families to foster generosity and honor loved ones through charitable giving. ● Richard explains qualified charitable distributions from retirement accounts as an effective strategy for blending charitable giving with estate planning, allowing individuals to support their favorite causes while enjoying tax benefits. ● Richard emphasizes the importance of collaborating with estate planners, accountants, and gift planners to effectively navigate the complexities of charitable giving. Connect with Richard: Website: https://shrr.com/our-people/richard-mills/ LinkedIn: https://linkedin.com/in/richard-rick-mills-712b401b Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 分
  • Carrie Zatelli: Wealth Transfer through Real Estate Investing
    2025/01/29
    Carrie Zatelli is an attorney, entrepreneur, investor, and mother. She is the founder and president of Sky Capital, LLC, where she helps investors achieve financial freedom through multifamily apartment investments, ensuring safe and clean living environments. Before her work in multifamily investing, Carrie co-founded Walkway Restoration, Inc. in 2014, specializing in sidewalk safety and compliance solutions for both low-income and fair market rate multifamily housing nationwide. Listen to this informative Legacy Leaders episode with Carrie Zatelli about Transitioning from Law to Real Estate Investing Here is what to expect on this week’s show: ● Carrie points out that unlike the legal field, success in real estate isn’t determined by the number of hours worked. Instead, recognizing the importance of efficiency and strategic decision-making can lead to a more balanced and successful career. ● Real estate investing enabled Carrie to build wealth while maintaining a healthy work-life balance. By aligning career choices with personal values, professionals can achieve financial success without compromising well-being. ● Carrie explains her success in real estate stemmed from collaborating with experts and leveraging their knowledge within investment teams. Building a strong network and utilizing diverse skills helps navigate challenges and capitalize on opportunities in the market. Connect with Carrie: Instagram: https://www.instagram.com/skysyndication?igsh=N2MybTRhZXN0dHE4 Facebook: https://www.facebook.com/investskycapitalllc LinkedIn: https://www.linkedin.com/in/carriezatelli/ With your Guest Host: Josh Meyer Josh is a devoted father, husband, and entrepreneur with 16 years of experience in financial services. He is passionate about helping individuals and families design and achieve their legacy vision, focusing on balance and alignment in both business and personal life. Josh’s commitment to legacy planning was shaped by transformative experiences, including a near-fatal accident and a battle with cancer, which deepened his appreciation for time and purpose. As a member of the Million Dollar Round Table, Josh brings expertise and credibility to his mission of empowering clients to live their legacy. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 分
  • Optimizing Business Decisions for Law Firm Success
    2025/01/22
    John Scott, a Partner in Tax at Anders for over 30 years, specializes in advising law firms on maximizing profits and minimizing taxes. With a proven track record, he has guided firms of all sizes in optimizing cash flow, leveraging KPIs, and navigating complex tax codes. John analyzes financial statements to identify actionable strategies for improving profitability and cash flow. He helps law firm owners focus on practicing law by providing tailored advice on staff utilization, dynamic forecasting, hiring decisions, career path development, trust accounting, and partner distributions. Listen to this informative Legacy Leaders episode with John Scott about optimizing financial processes for law firms. Here is what to expect on this week’s show: ● John emphasizes the importance of leverage in law firms, indicating that maintaining a 3-to-1 ratio of professionals per file can increase profitability and sustainability. ● John explains hiring a virtual CFO can provide substantial cost savings and process improvements compared to traditional CFO roles. ● John promotes a subscription-based flat fee billing model, ensuring clients know their annual fee divided by 52 and pay on a weekly basis. Connect with John: Website: https://anderscpa.com/ John's LinkedIn: https://www.linkedin.com/in/john-c-scott-cpa Company LinkedIn: https://www.linkedin.com/company/vcfobyanders/ YouTube: https://www.youtube.com/@vcfobyanders Instagram: https://www.instagram.com/vcfobyanders/ Facebook: https://www.facebook.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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 分
  • Empower Your Team: Transformative Leadership Strategies
    2025/01/15
    Randy Gravitt is an author, speaker, and executive coach who encourages leaders to reach their potential. In 2014, Randy founded Lead Every Day, where he currently serves as the CEO (Chief Encouragement Officer), leading a team of coaches and consultants who work with high-performance leaders, organizations, and teams around the world. As a speaker, Randy delivers keynotes and training workshops on the topics of leadership, culture, team building, organizational effectiveness, and peak performance. Those he works with include: Chick-fil-A, Grand Hyatt, Fellowship of Christian Athletes, Kroger, and the Winshape Foundation. He has also served as one of the leadership coaches for the Pittsburgh Pirates and the Buffalo Bills. Listen to this informative Legacy Leaders episode with Randy Gravitt about empowering your team. Here is what to expect on this week’s show: ● Randy discusses the importance of self-leadership and work-life balance as foundational aspects of effective leadership. ● Randy advocates for servant leadership, emphasizing the importance of supporting and holding others accountable to create a positive and high-performing environment. ● Randy addresses the importance of leadership fundamentals such as alignment and engagement in achieving organizational success. Connect with Randy Gravitt: Website: randygravitt.com Instagram: https://www.instagram.com/randygravitt/ LinkedIn: https://www.linkedin.com/in/randygravitt/ X: https://x.com/randygravitt 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 分
  • The Evolution of Retirement Planning Strategies in California
    2025/01/08
    Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resident business owners. Dustin has worked in the areas of entity formation, estate planning, transactional, risk mitigation and creditor exemption planning, as well as trust administration and litigation. Listen to this informative Legacy Leaders episode with Dustin Nichols about retirement planning. Here is what to expect on this week’s show: Dustin stresses the significance of staying informed about the changes in retirement laws and being proactive in reassessing asset protection strategies to mitigate risks associated with creditor claims. Dustin explains PRTs offer a unique opportunity to shield retirement assets effectively. By understanding and utilizing these trusts, individuals can secure their savings from potential legal threats. Dustin discusses the importance of not overlooking exemptions and maximizing their benefits for personal and client welfare. Connect with Dustin: Website: https://www.dinapc.com/ With your Guest Host: Rod Hatley Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ LinkedIn: https://www.linkedin.com/in/rodneyhatley/ Facebook: https://www.facebook.com/HatleyLawGroupAPC/ Twitter: https://twitter.com/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分
  • The Power of Personal Branding in Marketing Success
    2024/12/11
    Paige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA. Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations. She graduated from Stanford University and Harvard Business School. Paige serves on several Boards, is a popular speaker and columnist who has written for Entrepreneur and Forbes. Listen to this informative Legacy Leaders episode with Paige Arnof-Fenn about personal branding. Here is what to expect on this week’s show: Paige suggests identifying what sets you apart from others in your industry and using that as a competitive advantage. Paige understands technology plays a significant role in today's business environment, but she reminds us not to overlook the importance of human connection. Paige advises individuals to ensure that their digital footprint represents them in the best possible light, without any "digital dirt" that could tarnish their brand image. Connect with Paige: Website: www.mavensandmoguls.com LinkedIn: https://www.linkedin.com/in/paigearnoffenn 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 分