エピソード

  • 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
    続きを読む 一部表示
    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
    続きを読む 一部表示
    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
    続きを読む 一部表示
    32 分
  • Jocelyn Margolin Borowsky: Estate Planning with Trusts 101

    Jocelyn Margolin Borowsky: Estate Planning with Trusts 101
    2024/08/29
    Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master's from New York University Law School. She reviews and prepares comprehensive estate plans, including wills, trusts, and advanced instruments such as spousal lifetime access trusts, asset protection trusts, and dynasty trusts. She also advises closely-held businesses, professionals, and executives on strategic tax planning, captive insurance, and family foundation creation. She provides counsel on trust administration, trust modifications, and the establishment of new Delaware trusts, including directed trusts and silent trusts. She represents clients in trust and estate litigation and handles tax-related disputes, including estate and gift tax audits. Her extensive expertise makes her a go-to resource for individuals and businesses seeking guidance in the complex field of trusts and estates. Listen to this informative Legacy Leaders episode with Jocelyn Margolin Borowsky about Importance of Proper Estate Planning, Types of Trusts for Unique Needs, IRA Charitable Rollover Contributions, Dealing with Disputes and Litigation and Benefits of Delaware Trusts. Here is what to expect on this week’s show: ● Explore the pivotal role of legacy planning in preserving familial and charitable wealth ● Unveil the crucial aspect of trusts in ensuring the continuity of family legacies ● Discover the variety of trusts available to cater to unique estate planning needs ● Learn tactical strategies to prevent potential disputes among heirs through effective estate planning ● Acquaint yourself with the extensive benefits and the inherent versatility offered by trusts in estate planning Connect with Jocelyn Margolin Borowsky: Website: https://www.duanemorris.com/ LinkedIn: https://www.linkedin.com/in/jocelyn-borowsky-a37211a/ Email: jmborowsky@duanemorris.com With your Guest Host: J Diane Robinson Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future. Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike. Connect with J Diane Robinson: Websites: https://www.jdianerobinson.com/ https://www.innovationpartnersllc.com/ Emails: jrobinson@ipfinancialservicesllc.com jrobinson@innovationpartnersllc.com Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    32 分
  • Barbara Norman: Take Control of Your Financial Future

    Barbara Norman: Take Control of Your Financial Future
    2024/08/22
    Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.” She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s needs first. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. She is a professionally trained speaker and storyteller and enjoys taking on complex topics and making them easy to understand and relate to. Listen to this informative Legacy Leaders episode with Barbara Norman about Helping Divorced and Widowed Women, Embracing Transitions, The Importance of Charitable Planning in IRAs, Being a Trusted Advisor and The Complexity of Financial Planning. Here is what to expect on this week’s show: ● Discover the power of financial planning for divorced and widowed women to regain control and create a brighter future ● Unlock the secrets of strategic charitable planning for tax minimization and maximize your impact while saving money ● Become the go-to trusted financial advisor in your community and guide others towards financial empowerment ● Shed light on the lack of transparency in financial planning and gain the knowledge to make informed decisions ● Embrace the importance of education in financial decision-making and pave the way for a joyful life transition Connect with Barbara Norman: Website: https://www.sagepathsolutions.com/ LinkedIn: https://www.linkedin.com/in/barbara-norman-ceo-sage-path-solutions-cfp%C2%AE-chfc%C2%AE-cdfa%C2%AE-a7b83a29/ Instagram: https://www.instagram.com/sagemoneyconversations/ YouTube: https://www.youtube.com/@barbaranormancfp4490 Barbara’s Book: https://www.amazon.com/How-Happily-Divorced-Marriage-Wanting/dp/B0BV4LBS7C Email: bn@sagepathsolutions.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
    続きを読む 一部表示
    19 分
  • Blake Brewer: The Legacy Letter Challenge

    Blake Brewer: The Legacy Letter Challenge
    2024/07/25
    About Blake Brewer: Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy. This mission was the result of the unfortunate and sudden passing of his greatest mentor, his father - Larry Brewer. By writing a legacy letter whether it be for a gift, a special occasion, a regular reminder, or even for preparing for the worst, Blake believes that giving your loved ones a legacy letter will help you connect with them on a deeper, more personal level. In his words, the best reason to partake in the Legacy Letter Challenge is “because your legacy matters.” Listen to this informative Legacy Leaders episode with Blake Brewer about his mission to help connect parents to their children and leave behind a lasting legacy, his backstory, his mission named the Letter Legacy Challenge, what, why, and when to a write letter, and the power of writing a legacy letter. Here is what to expect on this week’s show: ● Blake’s backstory ● How Blake’s dad’s death started his mission ● How becoming a dad changed his life ● The power of writing a legacy letter with testimonies from parents ● Why write a legacy letter? And when is best to do so? Key takeaways: ● The impact Blake’s father had on him and on his Legacy Letter Challenge is profound. A letter written by his dad was a very powerful moment and he wants to share it with every parent to hopefully help them leave behind a lasting legacy. ● Personal stories of legacy letters and testimonies from clients, noting how the recipients of these letters appreciated and strengthened relationships were shared. ● The best time to write a legacy letter is when a child is born, and the second best time is now ● A blank computer screen is an intimidating thing, making it difficult to write a legacy letter on your own, which is why Blake provides a template and guide to writing a well-written, meaningful, and lasting legacy letter. “As you're being faithful to the Bible, you're often going to find yourself in the minority. But I assure you that in heaven, you'll be in the majority. Love, your dear old Dad.” From Larry Brewer to Blake Brewer (a quote from a letter his dad gave that he says he goes back to even as a father himself) “Dad, she said that you'll never know how much that letter meant to me. And how much I needed it. It was as if God Himself was speaking to me, the relationship that you and I have is better off because of it. But every relationship that I have, there's more trust in it because of your letter.” From a daughter who received a legacy letter from her dad Connect with Blake: LinkedIn: https://www.linkedin.com/in/blakecbrewer/ Links Mentioned: Legacy Letter Challenge: https://www.legacyletterchallenge.com/ Legacy Letter Challenge Contact Info: Twitter: https://twitter.com/giftofdad Instagram: https://www.instagram.com/legacy_letter/ Facebook: https://www.facebook.com/legacyletterchallenge LinkedIn: https://www.linkedin.com/company/legacy-letter/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    26 分
  • Electra Demos: Operation Bear Hug: Providing Comfort to Traumatized Children

    Electra Demos: Operation Bear Hug: Providing Comfort to Traumatized Children
    2024/07/18
    Electra Demos has been an active member of Assistance League of Temecula Valley for 25 years. She has held many Board positions including President. She feels the time spent volunteering has given her a sense of purpose and accomplishment and a feeling of making a difference in someone’s life. Listen to this informative Your Life. Your Legacy. episode with Electra Demos the Assistance League of Temecula Valley and volunteering. Here is what to expect on this week’s show: ● Electra discusses Operation School Bell. This initiative provides tax-free clothing to children in specific school districts, ensuring they have proper attire for school. ● The Assistance League also has Operation Bear Hug. Operation Bear Hug is heartwarming program that offers soft bears to traumatized children in hospitals, providing comfort during challenging times. ● Electra also explains the Thrift Shop Program. Apart from providing clothing, the organization offers job experience and leadership opportunities to young members through their Thrift Shop Program. This not only benefits the volunteers but also the community through grants and donations. ● Electra highlighted how Assistance League provides volunteers with opportunities to serve in areas they are passionate about, making the volunteering experience fulfilling and impactful. ● Electra mentioned studies showing that volunteering leads to better health, attitude, and happiness. By getting involved and giving back, individuals can make a positive impact on both themselves and their communities. Connect with Electra Demos: Website: https://www.assistanceleague.org/temecula-valley/ Email: altemecula@yahoo.com FB: @assistanceleagueoftemeculavalley IG: @assistanceleaguetemeculavalley Business Hours: Wednesday & Friday 10:00am - 4:00pm Thursday & Saturday 1:00pm - 4:00pm With Your Guest Host Matrona Jessica Ward: Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion. https://familylegacyplanningfirm.com Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    33 分
  • Genevieve Piturro: Unleashing Your Potential: Discovering Your True Purpose

    Genevieve Piturro: Unleashing Your Potential: Discovering Your True Purpose
    2024/07/11
    Genevieve Piturro's journey has taken her from a little girl's question in a homeless shelter to The Oprah Winfrey Show to boardrooms and stages across America. She is an inspirational speaker, 7x award-winning Amazon bestselling author, and purpose consultant empowering individuals, groups, and companies to power their purpose, inspire their teams and launch their legacies. She was a successful television marketing executive until a sudden inner voice challenged her direction and she dramatically altered the path of her life. She found her true purpose when a simple question from a six-year-old girl in an emergency shelter changed everything. In 2001, she jumped off the corporate ladder and founded the hugely successful national nonprofit, Pajama Program. This year, the Program celebrates its 23rd anniversary, having delivered more than 8 million pajamas and books to date. Listen to this informative Your Life. Your Legacy. episode with Genevieve Piturro about finding your purpose. Here is what to expect on this week’s show: ● Genevieve encourages listeners to find their purpose and pursue it relentlessly. She emphasizes the importance of following your heart and doing what truly resonates with you, even if it means stepping away from the conventional path. ● Starting a nonprofit can be daunting, but Genevieve highlights the significance of having a supportive network and seeking mentorship. Surrounding yourself with individuals who believe in your mission and can offer guidance can make a significant difference in achieving your goals. ● Genevieve's journey was not without challenges, including fear, doubt, and financial struggles. She acknowledges these obstacles but emphasizes that with determination, support, and a willingness to learn from setbacks, it is possible to overcome them and make a positive impact. Connect with Genevieve: Website: https://www.genevievepiturro.com/ LinkedIn https://www.linkedin.com/in/genevievepiturro/ Facebook https://www.facebook.com/GenPiturro/ and https://www.facebook.com/GenevievePajama Instagram @genevievepiturro Twitter @GenPiturro Youtube https://www.youtube.com/@genevievepiturro9950 Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示
    27 分