• Your Life Your Legacy

  • 著者： Stan Miller
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Your Life Your Legacy

著者： Stan Miller
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  • Your legacy is more than money, property, and what you can leave for your kids. You want to leave a positive mark on the world. You want to inspire future generations. If this sounds like you but you don't know the best way to do that, the Your Life. Your Legacy. podcast is for you. Stan Miller is the managing partner at Pinnacle Legacy Law, has established over 5,000 living trusts, and helps protect more than $4.5 billion in assets. His book "Your American Legacy: Powerful Strategies that Instill Lasting Values for Generations" was written from his experiences working with thousands of clients. Each week Stan and Legacy Director Katie Beth Hand will interview thought leaders and influencers from the world of estate planning. Attorneys, financial advisors, travel experts, health professionals, and others with advice on the best ways to create your legacy. Financial advisers can help grow your nest egg. The Your Life. Your Legacy podcast goes far beyond that. Stan and Katie Beth want to show you how to create a life that matters and inspires generations. It's your legacy. Make it mean something.
    Copyright 2023. Legacy Leaders. Stan Miller. All rights reserved.
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  • LaNette Kincaide: Embracing the Power of Storytelling for Lasting Impact

    LaNette Kincaide: Embracing the Power of Storytelling for Lasting Impact
    2024/09/19
    Owner of I Write Writing Academy, LaNette Kincaide is a Christian author, Writing Coach, Certified Grief Coach and Social Media Strategist. I Write Writing Academy, LLC is a company that helps writers, aspiring authors and creatives write and share their stories in the form of a book. She is also a Marine wife, mother and grandmother who loves to write, cook and meet new people. She earned a Bachelor of Science Degree from Texas Wesleyan University and an Associate of Arts Degree from Tarrant County College. She is currently the Director of social media for both Tedx Manitou Springs and Colorado Hispanic Chamber. She was recently featured in Denver Voyage for her recent accomplishments. Her life and work beautifully encapsulate a journey of learning, resilience, and legacy-building. Listen to this informative Legacy Leaders episode with LaNette Kincaide about LaNette’s Book “Letters to Mom Writing to Heaven”, The Importance of Conversations About Death, The Purpose of the Writing Academy, Your Book as Your Legacy and Getting Prepared for the Future. Here is what to expect on this week’s show: ● Discover the critical role of storytelling in immortalizing a legacy ● Absorb the unique journey of grieving a mother's loss and find resonance in shared experience ● Realize empowerment through the power of sharing personal narratives, contributing to a more enduring legacy ● Grasp the essentiality of frank dialogues about end-of-life preparations and pragmatic aspects ● Acknowledge the necessity of anticipating unpredictability when dealing with legacies Connect with LaNette Kincaide: Website: https://www.writingcoachlk.com/ Facebook: https://www.facebook.com/WritingCoachLK/ LinkedIn: https://www.linkedin.com/in/writingcoachlk/ YouTube: https://www.youtube.com/c/WritingCoachLK Email: info@writingcoachLK.com LaNette’s Books: https://www.amazon.com/stores/LaNette-L-Kincaide/author/B07PMSJLSN?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true With your Guest Host: Karl Doug Hering Karl "Doug" Hering (CMA, CPRC, AAMS) is a financial planner with a passion for helping people achieve their dreams and plan their legacy. He has a background in consulting, corporate finance, and accounting. Karl is actively involved in his community through volunteering efforts, including mentoring with Working Fusion and serving on the Colorado Springs Chamber of Commerce finance committee. He's been happily married for almost 40 years and enjoys spending time outdoors and playing pickleball. Connect with Karl Doug Hering: Website: https://www.moneyconcepts.com/khering LinkedIn: https://www.linkedin.com/in/doughering/ Email: khering@moneyconcepts.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 分
  • Kate Hufnagel: Proactive Steps in Estate Organization and End-of-Life Planning

    Kate Hufnagel: Proactive Steps in Estate Organization and End-of-Life Planning
    2024/09/12
    Kate Hufnagel is the Founder and CEO of The Digital WranglerTM. As an estate and legacy organizer, speaker, educator and coach, she helps inspires individuals to do the important work that nobody likes to talk about. After a mind-blowing 25-year career in big tech, Kate founded her business to put all her know-how and life experiences to work to make things easier for those left behind when the inevitable, or unexpected, happens. Kate loves educating people on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She is also a bonus mom of two adult children, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world. Listen to this informative Legacy Leaders episode with Kate Hufnagel about estate planning. Here is what to expect on this week’s show: ● Kate emphasizes the need for proactive steps in estate organization and encourages open discussions about end-of-life planning. ● Kate discusses the importance of estate planning and how it is crucial for protecting your financial legacy and ensuring your loved ones are taken care of ● Kate explains that managing digital subscriptions and accounts is crucial in our tech-driven world; and the importance of organizing your information and ensuring loved ones can access it when needed. Connect with Kate Hufnagel: Website: https://www.thedigitalwrangler.com Facebook: https://www.facebook.com/thedigitalwrangler LinkedIn: https://www.linkedin.com/in/kate-hufnagel/ YouTube: https://www.youtube.com/@thedigitalwrangler Instagram: https://www.instagram.com/thedigitalwrangler/ With your Guest Host Carol Eddy: Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory. At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now. Carol's ultimate objective extends beyond financial success; she aspires to guide women in crafting secure retirements and establishing enduring legacies for their families. Her advocacy, dynamic educational initiatives, and philanthropic contributions underscore her unwavering commitment to ensuring women not only succeed but thrive in their financial pursuits. Carol's devotion to women's financial well-being reflects her steadfast dedication to creating space for treasured moments with loved ones. Beyond her professional pursuits, she has served as a former board member of Two Roads Charter School and the Arvada Food Bank (Community Table). Her global impact extends to sponsoring students in Kenya and Haiti, exemplifying her commitment to empowerment on a broader scale. Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 分
  • Dustin Nichols: Maximizing Exemptions for Asset Protection

    Dustin Nichols: Maximizing Exemptions for Asset Protection
    2024/09/05
    Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard their personal and business assets from potential liabilities. His in-depth knowledge of California's exemption statutes, including the enhanced homestead exemption, allows him to provide tailored strategies to protect his clients' interests. With a strong emphasis on due diligence and meticulous planning, he ensures that individuals and business owners can navigate the tumultuous legal climate with ease. By maximizing exemptions and offering innovative solutions like the PRT, Dustin has helped numerous clients achieve peace of mind and secure their financial future. Listen to this informative Legacy Leaders episode with Dustin Nichols about Strategies for Exemption Planning, Risks and Threats to Assets, Assessing Asset Protection Needs, Common Mistakes in Asset Protection and Exemption Planning, and the PRT. Here is what to expect on this week’s show: ● Discover the importance of exemption planning to safeguard your personal and business assets in California ● Learn how to utilize the Private Retirement Trust (PRT) as a powerful strategy for asset protection ● Understand the common risks and threats that can jeopardize your assets and how to protect against them ● Explore the legal methods and strategies available for exemption planning in California ● Gain insights from a real-life example showcasing the significant impact of exemption planning on asset protection Connect with Dustin Nichols: Website: http://www.dinapc.com/ LinkedIn: https://www.linkedin.com/in/dinapcpreservationplanning/ Email: DustinNicholsEsq@dinapc.com Phone: 949-240-1101 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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    32 分

あらすじ・解説

Your legacy is more than money, property, and what you can leave for your kids. You want to leave a positive mark on the world. You want to inspire future generations. If this sounds like you but you don't know the best way to do that, the Your Life. Your Legacy. podcast is for you. Stan Miller is the managing partner at Pinnacle Legacy Law, has established over 5,000 living trusts, and helps protect more than $4.5 billion in assets. His book "Your American Legacy: Powerful Strategies that Instill Lasting Values for Generations" was written from his experiences working with thousands of clients. Each week Stan and Legacy Director Katie Beth Hand will interview thought leaders and influencers from the world of estate planning. Attorneys, financial advisors, travel experts, health professionals, and others with advice on the best ways to create your legacy. Financial advisers can help grow your nest egg. The Your Life. Your Legacy podcast goes far beyond that. Stan and Katie Beth want to show you how to create a life that matters and inspires generations. It's your legacy. Make it mean something.
Copyright 2023. Legacy Leaders. Stan Miller. All rights reserved.
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