Legacy Leaders Podcast By Stan Miller & Katie Beth Hand cover art

Legacy Leaders

Legacy Leaders

By: Stan Miller & Katie Beth Hand
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About this listen

 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.Copyright 2022 Your Life Your Legacy. Stan Miller & Katie Beth Hand. All Rights Reserved. Economics Management Management & Leadership
Episodes
  • Brad Hamblen: Building Generational Wealth Through Real Estate

    Brad Hamblen: Building Generational Wealth Through Real Estate
    May 21 2025
    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 Mortgage and Real Estate Investor. Together, they explore how homeownership and real estate investing build financial security and generational wealth, sharing valuable insights and practical tips for listeners. Brad draws from his extensive experience to discuss navigating high interest rates, low housing inventory, and creative financing solutions, offering actionable advice for first-time homebuyers, investors, and anyone serious about building their legacy. This episode is a must-listen for young professionals, families, and aspiring real estate investors, providing both knowledge and tools to navigate this important subject. Key Takeaways: ● 🏠 Start Early with Real Estate: Buying your first home or investment property early dramatically impacts your long-term wealth and security. ● 💡 Affordability vs. Pre-Approval: Understand the critical difference — just because you qualify for a certain amount doesn't mean it's financially wise to spend it all. ● 📈 Creative Strategies for High Rates: Solutions like temporary rate buy-downs can help buyers manage payments and enter the market confidently. ● 🎖️ VA Loan Opportunities: Veterans have access to incredible benefits that many aren't fully utilizing — Brad explains how to maximize them. ● 🛠️ House Hacking and Legacy Planning: Real estate strategies like house hacking can lay the groundwork for a strong, enduring financial legacy for future generations. Quotes from Brad Hamblen: ● "Pre-approval is not the same thing as affordability — you have to know what you’re really comfortable with paying every month." ● "They're not building any more $200,000 starter homes. If you can buy one, do it now." ● "Building generational wealth means creating options and freedom — and real estate is one of the best vehicles to do that." 🔗 Conclusion: Whether you're a first-time homebuyer, a veteran, or a future real estate investor, this conversation with Brad Hamblen gives you practical advice and inspiration to take action today and build a legacy that lasts. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 mins
  • Gary Heldt: Mastering Your Finances: The Key to Long-Term Success

    Gary Heldt: Mastering Your Finances: The Key to Long-Term Success
    May 21 2025
    💼 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. Together, they explore the powerful difference between tax preparation and tax planning, sharing valuable insights and practical strategies to help small business owners lower their tax burden and build smarter, more sustainable financial futures. Gary draws from his extensive experience to discuss the risks of reactive tax filing, the rise of misleading online financial advice, and proven techniques for legally reducing taxes. This episode is a must-listen for business owners, entrepreneurs, and high-income professionals, providing both the mindset and tools to take control of your financial story. 🎯 Key Takeaways: ● 📊 Tax Planning ≠ Tax Preparation: Most CPAs are historians, not strategists. True value comes from forward-thinking planning—not just form filing. ● 🏠 Use the Augusta Rule: Rent your home to your business for up to 14 days and receive tax-free income—a simple strategy often overlooked. ● 💰 Stack Your Strategies: Layering multiple tax strategies (like defined benefit plans) can drastically reduce your tax bracket—sometimes from 37% to 24%. ● 📉 IRS Audit Trends: Schedule C and E filers are facing more scrutiny, especially as the IRS relies on newer, less experienced agents. ● 🚫 Beware of TikTok Tax Advice: Misleading or outright illegal financial advice is everywhere online. Know who you’re listening to—and verify everything. 🗣️ Quotes from Gary Helt: ● "There’s a big difference between tax preparation and tax planning—preparation looks backward, planning looks forward." ● "The IRS has more money, more time, and more power than you do—you have to play smart, not just aggressive." ● "Just because you got it for free on social media doesn’t mean it won’t cost you everything in the end." 🔗 Conclusion: Don’t wait until year-end to think about taxes. Strategic planning now could save you more than you realize. Listen in and start planning forward—not backward. Want more from Gary? Find him on LinkedIn or visit SBAdvisors.cc. Also, check out his podcast: Grow Your Business and Grow Your Wealth for more expert insights. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 mins
  • Dave Goetz and Melissa Parks: Preserving Family Legacies Through Stories: The Power of Connection and Healing

    Dave Goetz and Melissa Parks: Preserving Family Legacies Through Stories: The Power of Connection and Healing
    May 14 2025
    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 down with Dave Goetz and Melissa Parks, co-founders of Journey 66 and experts in creative consulting for families and businesses. Together, they explore the power of storytelling in preserving family legacies and strengthening multi-generational businesses, sharing valuable insights and practical tips for listeners. Dave and Melissa draw from their extensive experience to discuss how capturing and interpreting family stories can build connection, preserve values, and even strengthen business continuity, offering actionable advice for business owners, family leaders, and legacy planners. This episode is a must-listen for anyone who cares about preserving their family's history, values, and impact for future generations, providing both knowledge and tools to navigate this important subject. Key Takeaways: ● 📝 The Power of Storytelling: Capturing family stories isn't just sentimental — it's strategic for preserving values and business continuity. ● 🎥 Flexible Legacy Projects: From books to documentaries to digital anthologies, there are creative ways to capture and share a family's story based on their unique needs and resources. ● 🛠️ Customizable Processes: Journey 66 offers flexible options, from full-service projects to coaching families on DIY storytelling efforts. ● 🧠 Discovery Before Delivery: A thorough discovery phase ensures that families identify their key messages and choose the right storytelling medium. ● 💬 Stories Heal and Connect: Honest, even vulnerable storytelling can open up communication, heal old wounds, and forge strong connections across generations. Quotes from Dave Goetz and Melissa Parks: ● "Stories have the power to connect family members that have been disconnected." ● "Every family has multiple stories they could tell — the key is to choose the right narrative arc for the moment." ● "The values families want to pass on are often born out of real-life struggles and pivotal moments — and without capturing those stories, those values can be lost." 🔗 Conclusion: Family stories aren’t just history — they’re the foundation for future generations. Capturing them thoughtfully can keep families strong, values alive, and businesses thriving for decades to come. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    37 mins
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