Legacy Leaders

Cory Gayman, President of JCG CPA Firm, specializes in coaching entrepreneurs and business owners in scaling their businesses. JCG offers comprehensive financial services across the United States. Some of the services they offer include Tax Preparation and Planning, Accounting & Bookkeeping, Payroll Processing, Business Consulting and Auditing & Assurance. Cory stands out for his commitment to his community, a value he imparts in his professional practice making him even more relatable to his clients.

Listen to this informative Legacy Leaders episode with Cory Gayman about Steps for Business Growth, Common Mistakes in Business Accounting, Unreported Income and its Consequences, Creating a Positive Environment for Clients and The Importance of Proactive Collaboration.

Here is what to expect on this week’s show:

●    Dig into the importance of setting distinct boundaries between personal and business finances

●    Understand why cash transactions can derail your business financial health

●    Unearth the potential repercussions of under-reporting your business income

●    Know the benefits of working closely with investment advisors and estate planners for strategic financial moves

●    See how proactive communication between professionals can shift your financial future towards growth

Connect with Cory Gayman:

Website: https://jcgcpafirm.com/

Facebook: https://www.facebook.com/cory.gayman.7

LinkedIn: https://www.linkedin.com/in/jcgcpa/

With your Host: 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 Best Seller 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/

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Chris Gordon, an expert in the field of estate planning and elder law, based in Colorado. With a background enriched by personal experience, he dedicated his career to helping individuals and families organize and secure their legacy. He has an innate ability to balance legal rigidity with empathetic counsel, tackling complex issues like asset protection, probate, and business succession planning with ease. His talents truly shine within the realm of Medicaid planning and long-term care for seniors, where he dispels misconceptions and eliminates confusion.

Listen to this informative Legacy Leaders episode with Chris Gordon about Common Issues in Estate Planning, Medicaid and Long-Term Care Misconceptions, Balancing Ease and Contingency Planning, The Importance of Training and Knowledge and Helping Families Through the Estate Planning Process.

Here is what to expect on this week’s show:

●    Obtain a seasoned attorney’s insights on the intricate world of estate planning and elder law practices

●    Understand frequent mistakes made in estate planning and technique to execute these plans flawlessly

●    Demystify common misunderstandings about Medicaid and long-term senior care coverage to aid better decision making

●    Grasp the art of finding equilibrium between creating ease for families and protecting against abuse and unexpected situations

●    Unearth the pitfalls of bad advice in estate planning and Medicaid planning and methods to sidestep them

Connect with Chris Gordon:

Website: https://www.stewartandgordon.com/

LinkedIn: https://www.linkedin.com/in/chriswgordon/

Facebook: https://www.facebook.com/stewartandgordon/

Phone: (303) 337-2400

 With your Guest Host: Carol Eddy

Carol Eddy is a dedicated holistic financial advisor, committed to helping women from all walks of life achieve financial success. She understands the unique needs of her clients and tailors her approach accordingly. With her guidance, you'll gain a comprehensive understanding of your financial situation, make informed decisions, and invest in your future confidently. Whether you're planning for retirement, investing, saving for your child's education, or managing 401K contributions, Carol has you covered. Her goal is to empower women, building a community of self-assured individuals prepared for life's adventures. With her expertise, you can enjoy time with your family, travel, and check off items on your bucket list, all while navigating your financial future with grace and professionalism.

Connect with Carol Eddy:

Website: https://www.moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/About/ceddy#/

LinkedIn: https://www.linkedin.com/in/%E2%AD%90-carol-eddy-cfp%C2%AE%E2%AD%90-35678512/

Facebook: https://www.facebook.com/profile.php?id=100064140668048

Email: [email protected]

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Meet Rachel Renock, an unorthodox entrepreneur with a thriving passion for creative design, coupled with a knack for solid business acumen. Formerly an art director on big names like Hershey's and CoverGirl, Rachel's unique journey took her from crafting impressive advertising campaigns to co-founding Wethos. This venture emerges from her hands-on experience with the often-complex landscape of the independent business realm. Identifying the challenges faced by freelancers in the creative industry, Rachel fashioned a solution that simplifies the operational processes, making profitability more transparent and attainable.

Listen to this informative Legacy Leaders episode with Rachel Renock about Challenges of Scaling a Service-Based Business, Introduction to Wethos and Target Audience, The Importance of Clarity and Transparency, Solving the Freelancer Disadvantage and Building a Legacy and Future Plans.

Here is what to expect on this week’s show:

●    Uncover the tools to build a foundation for independent professionals and the vital role of clarity and transparency

●    Identify the hurdles and solutions facing freelancers in creative and marketing arenas

●    Realize the critical nature of meeting financial advisors and estate planning attorneys' needs through comprehensive management systems and precise data tracking

●    Understand the considerable worth of data transparency and pricing recommendations to boost professional earnings and profitability

●    Witness how to empower independent professionals affecting lasting change within the industry

Connect with Rachel Renock:

Website: https://www.wethos.co/

Twitter: https://twitter.com/wethosco

Instagram: https://www.instagram.com/wethosco/

LinkedIn: https://www.linkedin.com/in/rachel-renock-7459146a/

Email: [email protected]

Wethos Promo Code: https://www.wethos.co/referral?referral_code=GVV-CD3

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 Best Seller 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/

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Kristen J. Wilson is a Virginia-based Legacy and Estate Planning Attorney with a strong passion for helping individuals and families navigate estate planning complexities. Raised in Detroit and an alumna of Howard University, her legal journey was influenced by her early experiences in the entertainment industry. She earned her Juris Doctor degree, a Master of Laws in Taxation, and a Certificate in Estate Planning from Georgetown Law. She takes a fresh approach to estate planning, emphasizing creativity and design to ensure her clients' legacies align with their unique aspirations and values. The preservation of the emotional significance of personal belongings in estate planning is something Kristen deeply resonates with, further highlighting her holistic approach in this area.

Listen to this informative Legacy Leaders episode with Kristen J. Wilson about The Importance of Estate Planning, Ideal Clients and the Value of Education, Empathy and Planning for the Future, Challenges and the Emotional Aspect of Estate Planning and Beyond Financial Transfer.

Here is what to expect on this week’s show:

●    Uncover the essence of holistic estate planning that outpaces just legal documents

●    Comprehend the significance of safeguarding family legacy via efficient legacy planning and memory preservation techniques

●    Join Kristen on her unique estate planning journey and observe her distinctive process

●    Understand why personal artifacts play a crucial role in eliciting emotional responses in estate planning

●    Dismiss common mistaken beliefs and confront recurring problems in the sphere of estate planning

Connect with Kristen J. Wilson:

Website: https://www.kjwilsonlaw.com/

Facebook: https://www.facebook.com/kjwilsonlaw

Instagram: https://www.instagram.com/kjwilsonlaw/

LinkedIn: https://www.linkedin.com/in/kjwilsonesq/

Phone: (703) 278-2963

Email: [email protected] 

With your Guest Host: Steven Step

Steven H. Step is the President of A Step Ahead Insurance & Financial Services, with 28 years of experience in the financial services business. He's a Bank on Yourself™ Authorized Advisor, helping over 285 clients amass more than $86 million in additional wealth through secure financial strategies. He consistently ranked as one of the top 25 Bank on Yourself Authorized agents over the past 10 years. Steve holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. His financial planning articles have been featured in publications like The Daily News and Senior Life. He is active in his community, including his synagogue and the American Cancer Society, and is a past recipient of their "Outstanding Achievement in Legacies and Planned Giving" Award. Steve takes on a limited number of committed clients annually to ensure top-tier service for achieving lifetime financial security.

Connect with Steven Step:

LinkedIn:  https://www.linkedin.com/in/stevenstep/        

Email: [email protected]

Phone: 818-990-7837 or 800-245-4677

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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/

Phone: 302 657 4921

Email: [email protected]

 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: [email protected]

             [email protected]

Phone: 412-500-9430 | 470-239-5252 | 724-388-0136 (cell)

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Aaron Letzeiser is the Co-Founder & COO of Obie, a venture-backed insurance and risk management technology platform serving the 17 million real estate investors in the United States. Obie's digital quoting platform and instant rate options make it the easiest and most transparent way in the market today for investors to obtain coverage. Prior to founding Obie, Aaron started and grew several successful companies that he’s seen to an exit. In addition to his work at Obie, he is an active real estate investor and a Venture Partner at the San Francisco-based venture capital group Pioneer Fund. Aaron graduated from Michigan State University and was named to the Forbes 30 Under 30 list.

Listen to this informative Legacy Leaders episode with Aaron Letzeiser about The Problem with Insurance for Real Estate Investors, Obie's Innovative Technology Platform, Role of Specialized Insurance Coverage, Hidden Costs and unexpected Expenditures, and Anticipating Insurance Costs.

Here is what to expect on this week’s show:

●    Discover the crucial role specialized insurance coverage plays in securing your real estate investments

●    Uncover the hidden costs and unexpected expenditures involved in insurance for landlords and homeowners

●    Learn how to anticipate your insurance costs before even receiving a quote

●    Understand the unique insurance considerations surrounding short-term rental properties

●    Realize the advantages of collaborating with experts for comprehensive coverage and effective risk mitigation

Connect with Aaron Letzeiser:

Website: https://www.obieinsurance.com/

LinkedIn: https://www.linkedin.com/in/letzeiser/

Twitter: https://twitter.com/obieinsurance

Email: [email protected]

 With your Host: 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 Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/, https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

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Scott Kyle is the CEO/Chief Investment Officer at Coastwise Capital Group, a boutique money management firm headquartered in La Jolla, California. He is responsible for strategic investments, portfolio management, and client relations. With over 30 years of experience in public and private company investments, he's executed billions in securities trades. He is also an 11-time Five Star Wealth Manager award winner, co-founder of The Active Network, Inc., and the author of books including Via LaVie and the Friendship Code, Forever Young, and The Power Curve: Smart Investing Using Dividends Options & the Magic of Compounding. He holds Bachelors’ degrees in Economics and International Relations from Tufts University (magna cum laude, Phi Beta Kappa), a General Course Degree in International Relations from the London School of Economics, and an MBA from Harvard University. He is a two-time world and nine-time national champion in sailing, an Academic All-American (Tufts sailing), an Ironman triathlon finisher, and a 3rd-degree black belt in Shaolin Kempo. And he’s involved in various nonprofit organizations.

Listen to this informative Legacy Leaders episode with Scott Kyle about Importance of Trust and Honesty in Financial Advising, The Importance of Financial Planning, Success Story: Retiring and Traveling the World, Role of Emotional Temperament in Investing Strategies and Solid Client Relationships for Reliable Financial Advising.

Here is what to expect on this week’s show:

●    Discover the critical importance of trust and honesty in financial advising for successful long-term investments

●    Learn how solid client relationships act as the foundation for reliable financial advising

●    Gain insight into the surprising role of emotional temperament in robust investing strategies

●    Understand the invaluable role of strategic financial planning and effective goal setting in preparing for a secure future

●    Realize the profound benefits of estate planning for ensuring peace of mind for you and your loved ones

Connect with Scott Kyle:

Website: https://www.coastwisegroup.com/

LinkedIn: https://www.linkedin.com/in/scottkyle2/

Facebook: https://www.facebook.com/CoastwiseGroup/

Twitter: https://twitter.com/coastwisegroup

Email: [email protected]

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

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Daniel Goeckel is an estate planning and tax attorney serving clients in Athens, Georgia and the surrounding northeast Georgia area. In addition to estate planning and tax law, he also assists clients with probate and trust administration, Employee Retention Credit claims, and business formations and agreements. He earned his J.D. from the University of Georgia School of Law and his LL.M. in Taxation from the University of Florida Levin College of Law. He is a member of the State Bar of Georgia and a Registered Neutral with the Georgia Office of Dispute Resolution.

Listen to this informative Legacy Leaders episode with Daniel Goeckel about Career Path and Mentorship, Ideal Clients and Common Issues, Misconceptions and Procrastination, Challenges of Getting Clients to Follow Through, and Complexity of Estate Planning.

Here is what to expect on this week’s show:

●    Uncover the pivotal role of estate and tax planning

●    Discover the strategic advantage of proper estate planning

●    Recognize the significance of client follow-through with their estate planning

●    Debunk the common myths and misconceptions in estate and tax planning

●    Look into the impact of educating clients and raising awareness about the importance of commitment and managing expectations.

Connect with Daniel Goeckel:

Website: https://www.cdavidrowepc.com/

LinkedIn: https://www.linkedin.com/in/danielgoeckel/

Facebook: https://www.facebook.com/dgoeckel

 With your Guest Host: Jeff Gill

Jeffrey Gill is a retirement income specialist with a strong passion for helping people reduce taxes and manage market risks through creative planning. He founded Peak Mutual, specializing in retirement income planning and distribution solutions for clients. As a licensed professional in 46 states, he offers virtual services, saving you time and providing flexible appointment options. The ultimate goal at Peak Mutual is to empower clients with the knowledge and tools necessary to achieve their financial goals and live their best lives. With their expertise and personalized approach, they can help you navigate the complex world of retirement income planning and distribution to achieve your financial dreams.

Connect with Jeff Gill:

Website: https://peakmutual.com/

LinkedIn: https://www.linkedin.com/in/jeffrey-gill-peakfinancialnetwork/

Email: [email protected]

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Kitty Hart is a seasoned sales and marketing professional, currently serving as the Vice President of Client Brand Experience at Heroic Productions. With over 28 years of experience, she excels in creating exceptional in-person, virtual, and hybrid events for large corporations. She specializes in helping brands discover their authentic stories and translating them into impactful strategies, naming, packaging, and storytelling. Her expertise extends to experience design, partnership marketing, and solving complex business challenges with Design-thinking. Kitty is a respected speaker, writer, and mentor in the marketing and events industries, making her a valuable asset to the Heroic team. She is a true hero in event production and marketing.

Listen to this informative Legacy Leaders episode with Kitty Hart about The Value of Experiential Marketing, Event Marketing for Financial Advisors, Advice for Planning an Engaging Event, Differentiating In-Person and Virtual Attendees and The Importance of Marketing in Challenging Times.

Here is what to expect on this week’s show:

●    Explore the transforming effect of tangible experiences in your personal life and career

●    Gain insights on how to create lasting impressions by truly relating to your audience's needs and wants

●    Understand why thinking outside the box is key to successful experiential marketing

●    Recognize common oversights in event management and learn effective countermeasures

●    Navigate the disruption caused by COVID-19 within the event industry, by embracing inventive alternatives

Connect with Kitty Hart:

Website: https://www.heroic-productions.com/

LinkedIn: https://www.linkedin.com/in/kittyhart/

Facebook: https://www.facebook.com/heroicproductions

Instagram: https://www.instagram.com/heroicproductions/

Email: [email protected] 

 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 Best Seller in April.

Connect with Stan Miller:

Website: 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/

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Carla Fowler, MD PhD, founded THAXA in 2013 to merge strategy, productivity, and psychology in the realm of performance science. Her coaching, rooted in performance science, has aided numerous executives from various sectors, fostering strategic thinking, execution, and mindset. With a decade of experience, she distills performance principles into actionable methods, enhancing leaders' daily performance. She's a magna cum laude graduate from Brown University, she holds MD and PhD degrees from the University of Washington and conducted her surgical internship at Stanford University. She also enjoys sharing her performance insights through engaging conversations and presentations.

Listen to this informative Legacy Leaders episode with Carla Fowler about Surprising Things High Performers Do Differently, Mistakes That Sabotage Performance, Cultivating Power and Influence, Relishing Uncertainty and Tools for High Performance.

Here is what to expect on this week’s show:

●    Find out how high-performing strategies can simplify your goal accomplishment

●    Grasp the impact of clarity in goal-setting for progressive advancement

●    Explore the art of wielding power and influence for a successful journey

●    Look into the benefits of cherishing uncertainty in unfolding boundless opportunities and individual development

●    Uncover the potentials of coaching tools and procedures in exceeding your performance standard

Connect with Carla Fowler:

Website: https://www.thaxa.com/

LinkedIn: https://www.linkedin.com/in/carla-fowler/

Twitter: https://twitter.com/DrCarlaFowler

Email: [email protected] 

Get a FREE download on the 8 Biggest mistakes people make when choosing a coach (and how to avoid them) → https://www.thaxa.com/p/legacy-leaders

With your Host: 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 Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

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