Legacy Leaders

著者： Stan Miller & Katie Beth Hand
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  • 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.
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  • Ramiro Velasco: Streamlining Cross-Border Trade for Market Expansion

    Ramiro Velasco: Streamlining Cross-Border Trade for Market Expansion
    2024/09/11
    Ramiro is an engineer, entrepreneur, co-founder and expert in eCommerce. After university in the UK, he returned to Mexico in 2017 - and dove straight into applying his problem-solving skills to the eCommerce world. He joined AMZ Advisers and achieved massive growth for 50+ 7-figure brands on the Amazon platform. He now helps brands break into the Latin American eCommerce markets, and tackle all the challenges that foreign brands face. Listen to this informative Legacy Leaders episode with Ramiro Velasco about cross-border trade. Here is what to expect on this week’s show: ● Ramiro highlights the importance of finding the right partners to streamline the e-commerce process into Mexico. By collaborating with a partner well-versed in cross-border logistics, brands can minimize costs and navigate the intricacies of the market more effectively. ● Ramiro shares valuable insights on leadership, emphasizing trust and autonomy for team members. By avoiding micromanagement and empowering employees to take responsibility, morale and productivity can be enhanced within the organization. ● Ramiro stresses the significance of branding in e-commerce, especially in different cultural contexts. Tailoring brand presentation to align with consumer intent is crucial for success in the Mexican market, where trust and understanding play key roles in driving conversions. Connect with Ramiro: Instagram: instagram.com/go.avance Twitter: twitter.com/gogoavance LinkedIn: https://www.linkedin.com/company/goavance/ Facebook: facebook.com/goavance 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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    28 分
  • Shannon Pawley: Legal Preparedness: Ensuring Compliance with End-of-Life Wishes

    Shannon Pawley: Legal Preparedness: Ensuring Compliance with End-of-Life Wishes
    2024/09/04
    Meet Shannon Pawley, the heart and soul behind The Estate & Asset Protection Law Firm. With a career spanning from representing international blue-chip companies to single parents, Shannon's journey led her back to her estate planning roots after over a decade as a Vice President at a National Law Firm. Her mission is clear: to help clients age with dignity, grace, and independence while crafting their post-life legacy through asset preservation. The firm, dedicated to serving senior citizens as their healthcare needs evolve, focuses solely on Asset Protection and Estate Planning. Specializing in Medicaid Planning, Special Needs Planning, Wills & Trusts, and Probate, Shannon and her team are committed to ensuring clients' legal needs are not just met but exceeded. Listen to this informative Legacy Leaders episode with Shannon Pawley about end-of-life wishes. Here is what to expect on this week’s show: ● Shannon emphasizes the significance of having proper legal standing in end-of-life planning. Naming the right individuals for caregiving roles is crucial, and fairness doesn't always mean equal division of responsibilities. ● Shannon highlights the need for open and honest discussions to ensure that everyone understands the parent's wishes outlined in legal documents. Communication is key to avoiding conflicts and ensuring smooth caregiving. ● Proper Medicaid planning was also stressed as essential for elderly individuals to qualify for benefits while preserving assets, with particular advantages for married couples in certain states. Connect with Shannon: Website: https://elderlawgeorgia.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 Compliance 401K 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 分
  • Shauna Wekherlien: Advanced Tax Strategies vs. Traditional CPA Approaches

    Shauna Wekherlien: Advanced Tax Strategies vs. Traditional CPA Approaches
    2024/08/28
    Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS, is a two time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 93 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Listen to this informative Legacy Leaders episode with Shauna A. Wekherlien about advanced tax strategies. Here is what to expect on this week’s show: ● Shauna emphasizes the importance of collaboration between tax strategists, financial advisors, and CPAs to develop in-depth tax strategies that can significantly reduce tax liabilities. By working together, they can navigate the complexities of tax law and maximize tax-saving opportunities. ● Shauna advocates for year-round tax planning to stay ahead of tax obligations and leverage strategic opportunities. By being proactive and strategic, individuals and businesses can optimize their tax outcomes. ● Shauna introduces the Cash Goblin app, set to launch in mid-September, designed to automate financial management aligned with profit-first principles. This app aims to help users handle their money efficiently, ensuring they have enough cash for strategic investments and tax payments. Connect with Shauna: Website: https://taxgoddess.com Facebook: https://www.facebook.com/thetaxgoddess LinkedIn: https://www.linkedin.com/in/taxgoddess/ Instagram: https://www.instagram.com/thetaxgoddess 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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    28 分

あらすじ・解説

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.
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