Your Life Your Legacy

By: Stan Miller
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  • Summary

  • 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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Economics Leadership Marketing
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Episodes
  • Adam Landsman: Purpose-Driven Business Initiatives Making a Difference

    Adam Landsman: Purpose-Driven Business Initiatives Making a Difference
    Nov 21 2024
    Adam Landsman is a seasoned executive with 20+ years of experience in SaaS and food-tech sectors, working for a variety of purpose-driven organizations. As former Head of Corporate Sales at Seamless (Grubhub), his work helped to facilitate its merger with Grubhub in 2013. Most recently, at CLEAR, Adam led strategic partnerships and enterprise sales efforts, contributing to its 2021 IPO. Currently, as SVP and Head of Growth at Sharebite, Adam spearheads growth initiatives for the mission-driven corporate meal benefits platform. His expertise spans startup scaling, partnership development, organizational leadership, and market expansion. Listen to this informative Your Life. Your Legacy. episode with Adam Landsman about purpose driven work. Here is what to expect on this week’s show: ● Adam discusses the role of food in fostering employee engagement and productivity. By providing meal benefits and encouraging communal dining experiences, companies can create opportunities for coworkers to bond over shared meals. ● Adam agrees the rise of purpose-driven work reflects a shift in mindset among younger generations. ● Adam explains Sharebite's vision to feed every worker in America stresses the need for organizations to prioritize the well-being of their workforce. Connect with Adam: LinkedIn: https://www.linkedin.com/in/landsman/ Website: https://sharebite.com/ 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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    22 mins
  • Amanda Keith: Maximizing Retirement Income Through Reverse Mortgages

    Amanda Keith: Maximizing Retirement Income Through Reverse Mortgages
    Oct 24 2024
    Amanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assisting mature Americans aged 55 and over in leveraging the equity in their homes for a more secure retirement. She is well-versed in the intricacies of reverse mortgages and works closely with her clients to explore the various options available to them. With Amanda's expertise, clients can confidently navigate the complexities of reverse mortgages and make informed decisions about their retirement planning. Listen to this informative Legacy Leaders episode with Amanda Keith about What is a Reverse Mortgage? Amanda's Favorite and Most Challenging Aspects of Her Job, Ideal Clients and Loan Options, The Goal of Reverse Mortgages and Realtor Assistance with Reverse Mortgages. Here is what to expect on this week’s show: ● Gain valuable insights into how reverse mortgages can enhance your retirement planning strategy ● Discover Amanda Keith's expert advice on navigating the complexities of reverse mortgages for a secure retirement ● Learn how realtors can provide valuable assistance to clients considering reverse mortgages for their retirement plans ● Understand the importance of education in making informed decisions about reverse mortgages for retirement ● Access a valuable resource for comprehensive information on reverse mortgages to make well-informed choices Connect with Amanda Keith: Website: https://mutualreverse.com/lo/amanda-keith/ LinkedIn: https://www.linkedin.com/in/amanda-keith-cpa-mlo-3a052a9/ Facebook: https://www.facebook.com/amandakeithreversemortgage Instagram: https://www.instagram.com/amandaloansforseniors/ 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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    19 mins
  • Katrina Lloyd: Falsetto: Empowering Fashion for a Cause

    Katrina Lloyd: Falsetto: Empowering Fashion for a Cause
    Oct 10 2024
    Katrina grew up in a small town in Delaware with two sisters and one brother, where her passion for creativity blossomed. Whether through drawing, composing songs, or sewing clothes, her heart soared when creating something new. After high school, Katrina pursued further education, earning a Bachelor’s Degree in Marketing and a Master’s Degree in Strategic Communication. In September 2017, Katrina’s life took a devastating turn when her sister was tragically murdered by her boyfriend. After years of healing from the loss, in June 2023, Katrina founded Falsetto The Label, a clothing and accessories brand primarily for women and girls, focused on empowerment. Falsetto The Label operates as a social enterprise, donating 20% of sales to domestic violence charities. The brand offers custom-designed t-shirts, hoodies, sweatshirts, kimonos, and accessories, with each design as unique as its customers. The brand's slogan, "Hit Your High Note," symbolizes that there are no limits to what one can achieve in life. Listen to this informative Your Life. Your Legacy. episode with Katrina Lloyd about recognizing the signs of domestic violence. Here is what to expect on this week’s show: ● Katrina highlights the importance of being aware of behavioral changes, isolation, and other red flags as indicators of domestic violence. ● Katrina emphasizes the need for a well-thought-out escape plan when leaving an abusive situation. Involving family, friends, and authorities can ensure the safety of the individual seeking to break free from the abusive cycle. ● Stan aptly points out, "We can take that tragedy and turn it into something positive." Katrina's dedication to honoring her sister's memory through Falsetto serves as a powerful example of channeling personal loss into meaningful action and support for others. Connect with Katrina: Website: https://falsettothelabel.com Instagram: https://www.instagram.com/falsetto_the_label?igsh=bWdvaTRpbGVzb3Mw&utm_source=qr Facebook: https://www.facebook.com/falsettothelabel?mibextid=kFxxJD LinkedIn: https://www.linkedin.com/in/katrina-a-lloyd-12299b2bb?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 mins

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