Keith Brandt, a financial advisor with a wealth of experience, brings a unique perspective to managing complicated family situations. With over 40 years in the industry, Keith has seen it all, and he's been a trusted advisor to countless clients, especially women in financial transition. As a co-founder of California Wealth Transitions, Keith has developed a keen understanding of the complex needs of women facing major life changes, such as retirement, divorce, or the loss of a spouse. His dedication to helping clients navigate these challenging times has made him a sought-after expert in his field.

Listen to this informative Legacy Leaders episode with Keith Brandt about Women in Transition, Collaboration is Key, Referral Sources, Choosing an Advisor, and Ideal Client.

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

●    Understand the power of collaboration between financial experts in achieving client success

●    Look into methods that aid women encountering significant financial transformations

●    Delve into handling the hurdles that come with managing complex family situations

●    Master the process of selecting the most suitable financial advisor for a seamless partnership

●    Appreciate the importance of keeping clients' best interests at heart

Connect with Keith Brandt:

Website: https://cawealth.com/

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

Email: [email protected]

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Debi Ronca is both Founder and CEO of Sequoia Transitions Life Coaching, coaching you to higher heights, rooted in strength and clarity.She is an International Best-Selling Author, Certified Transition Life Coach, Speaker, and Certified DISC Trainer with The John Maxwell Team. She is the Host to her podcast called, The Transition Bridge Podcast. Debi is also a Trained Prayer Minister with Elijah House Ministries.

Her book, The Family Letter has reached an International Best Seller status. Her book has been touching hearts and having a powerful impact on families all over the world. She has been a featured speaker at numerous Business Summits and Women’s Business Groups as well as Women’s Spiritual Events and International Podcasts.

Listen to this informative Legacy Leaders episode with Debi Ronca about The Power of Words, Tools for Successful Transitions, Transition and Trauma, Leaving a Legacy, and Warmth and Encouragement.

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

Connect with Debi Ronca:

Website: http://www.debironca.com/

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

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

Twitter: https://twitter.com/AuthorDebiRonca

Email: [email protected]

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Mike Hood is a California native and has lived in San Diego most of his life. Much of his free time is spent with his wife of 40 years, his 3 children, and 3 grandchildren. Other interests and hobbies include music, movies, golf, and weekly church and temple service. He has been in the Financial Services Industry for over 35 years. His professional designations include Accredited Estate Planner, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living, and Retirement Income Certified Professional. He is a Qualifying & Life member of the Million Dollar Round Table with 16 Court of the Table and 3 Top of the Table qualifications. He is also a member of his local chapter of the National Association of Insurance & Financial Advisors. Mike is an Investment Advisor Representative and takes very seriously his fiduciary duty and obligation to look out for his clients’ best interests.

Listen to this informative Legacy Leaders episode with Mike Hood about Retirement Planning, Legacy & Estate Planning, Retirement Income, Trust & Beneficiary Designation, and Working with an Expert.

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

Connect with Mike Hood:

Website: https://www.hoodfinancial.com/

LinkedIn: https://www.linkedin.com/in/michael-hoodfinancial/

Facebook:https://www.facebook.com/HoodFinancial86

YouTube:https://www.youtube.com/channel/UCSjy4gECQl9ilbu_m_LXgLw

Twitter:https://twitter.com/hoodfinancial86

Email: [email protected]

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David Hancock founded Morgan James Publishing in 2003 and has revolutionized book publishing from the author’s standpoint. As Founder of Morgan James, he was personally selected for Fast Company Magazine’s Fast 50 for his leadership, creative thinking, significant accomplishments, and his significant impact on the industry over the next ten years. David was cited by NASDAQ as one of the world’s most prestigious business leaders, and named a Finalist in the Best Chairman category in The American Business Awards, hailed as “the business world’s own Oscars” by the New York Post. David and his wife Susan live in Hampton Roads, Virginia with their two children, Morgan Renee and Ethan James.

David serves as President of the Executive Board for Habitat for Humanity Peninsula and Greater Williamsburg, and as Chairman of the Board of The National Center for the Prevention of Community Violence.

Listen to this informative Legacy Leaders episode with David Hancock about Discovering Gorilla Marketing, Creating Morgan James Publishing, Writing a Book, Giving Back to the Community, and Legacy.

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

Connect with David Hancock:

Website: https://www.morgan-james-publishing.com/

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

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

Twitter:https://twitter.com/morganjamespub

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Vance Barse is a financial planning expert who believes in the power of addressing the human experience in his work. With over a decade of experience in the industry and a unique journey that led him to become a financial advisor, Vance has a knack for connecting with his clients on a personal level. He has found his true calling in serving as a financial steward for families, making sure that their assets are well-protected and that their financial goals are met. Vance has the ability to make complex financial matters easy to understand, and he's passionate about helping families navigate the often-complicated world of financial planning.

Listen to this informative Legacy Leaders episode with Vance Barse about Family Heritage and Wealth, Fulfillment, The Most Trusted Advisor, Tragic Financial Mistakes, and Referral Sources.

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

Connect with Vance Barse:

Website: https://yourdedicatedfiduciary.com/

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

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Michael was a former educator, so naturally, his approach to working with clients is through guidance and education. Michael and his wife, Carla, reside in Cedar Rapids and are proud parents of three wonderful children. He enjoys spending time with family and friends, traveling, hiking, biking, and reading. Michael has been in the financial and insurance business for 14 years. He works with clients in the areas of retirement planning, income planning, legacy planning, annuities, life insurance, and Medicare. He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals in retirement.

Listen to this informative Legacy Leaders episode with Michael Clanin about Risk Reduction, Nursing Home Care, Holistic Approach, Legacy Planning, and Passionate Client Relationships.

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

Connect with Michael Clanin:

Website: https://safemoney.com/iowa/507-michael-clanin/

LinkedIn: https://www.linkedin.com/in/michael-clanin-0a567a96/

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Jason Lavely is a dedicated financial advisor at Edward Jones in San Diego who truly understands the importance of helping clients make sound financial decisions. Having served in the army and earned a degree in civil engineering, Jason brings a unique perspective to the world of finance. His personal passion for learning about investments and money management led him to his current profession where he focuses on estate planning and tax-efficient wealth transfer for clients with complex needs. As a certified financial planner, Jason is well-equipped to help clients avoid emotional investment mistakes during market volatility.

Listen to this informative Legacy Leaders episode with Jason Lavely about Market Challenges and Emotional Decisions, Estate Planning Mistakes, Comprehensive Financial Planning, Referral Sources, and Delegating Wealth Management.

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

Connect with Jason Lavely:

Website: https://www.edwardjones.com/us-en/financial-advisor/jason-lavely

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

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Gary Goldberg, a compassionate financial advisor with over 30 years of experience, is known for his ability to connect with clients on a personal level. Gary's background includes helping his own family overcome financial difficulties, which has led him to focus on assisting others in achieving a stress-free retirement. His expertise extends to working with marginalized communities, such as LGBTQ+ individuals and small business owners. Gary's approach emphasizes the mindset and attitude behind financial planning, ensuring that each client feels heard and understood. With a unique blend of humor and charisma, Gary brings a fresh perspective to an often dry and complex subject.

Listen to this informative Legacy Leaders episode with Gary Goldberg about Pursuing Financial Freedom, The Importance of a Peaceful Mindset, Making Planning for Death a Joyful Experience, Leaving a Legacy of Helping Others, and The Power of Humor in Learning.

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

●    Discover the significance of early retirement and legacy planning for achieving peace of mind

●    Uncover innovative strategies for structuring assets and beneficiary designations specifically for marginalized groups

●    Recognize the crucial need for financial advisors to truly comprehend their clients' requirements and provide customized guidance

●    Appreciate the vital role of approachability and humor when broaching the topics of death and financial planning

●    Understand that the mindset and attitude behind financial planning are just as important as crunching the numbers

Connect with Gary Goldberg:

Website: www.checkwithgary.com

LinkedIn: https://www.linkedin.com/in/gary-goldberg/

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

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About Mary Browning:

Mary Browning is a legal practice assistant at Cole Schotz P.C. with twenty years of experience in tax, trusts, and estates law, mastering the fields through her undergraduate years at Columbia and through earning her Master of Laws at New York University and Doctor of Laws in Seton Hall University School of Law. Mary is licensed to practice in New York and New Jersey, earning recognitions such as New Leader of the Bar by the New Jersey Law Journal, and was included on the list of New Jersey Super Lawyers.

She is a champion of women’s initiatives, a firm believer in ethos and leadership, and has experience in estate and trust, tax planning, wealth preservation, estate, and trust administration, business succession planning, special needs planning, special purpose trusts, and elder law planning. As an advisor and counselor to her clients, she describes herself as “80% therapist, 20% lawyer.”

Listen to this informative Legacy Leaders episode with Mary Browning about her backstory, her stories with her clients, the worst case of non-existent planning she encountered, the benefit and relief provided by estate planning, and what she enjoys most about her job.

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

●    Mary’s years in law school and path to estate planning

●    Who is the ideal client?

●    Misconceptions about estate planning

●    The worst case of non-existent planning she has encountered

●    The benefit and relief of estate planning

Key takeaways:

●    Anyone is an ideal client in planning, as clients range from young up-and-comers to multi-millionaires who need very sophisticated planning.

●    Mary helped in a case where a wealthy man with properties in 40 different states passed with no will or planning.

●    Creating a will, establishing a trust, and planning for the future take stress, danger, and burden away from bereaved loved ones. It is a relief to the surviving family

●    Clients and lawyers must actively seek out and work together to finalize and sign effective documents necessary in estate planning.

“It's important to understand that until you sign the documents, they are not effective. It doesn't matter that you told me what you wanted, or [if] there are draft documents that spell out what you wanted. If they're not properly executed, then you might as well have done nothing because that's the same result.”

-Mary Browning

“One misconception is that if you don't have millions of dollars, then it's not something you need to do. And I will tell you that it almost doesn't matter what you have. The cost and aggravation of what your family will go through if you don't have appropriate documents in place is multiples of what it would cost you to have to pay for an attorney to put together a plan.”

-Mary Browning

Connect with Mary:

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

Phone number (New Jersey): 201-525-6247

Email address: [email protected]

Links Mentioned:

Cole Schotz P.C. website: https://www.linkedin.com/in/marywbrowning/

Cole Schotz P.C. Contact Info:

Twitter: https://twitter.com/coleschotz

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

Facebook: https://web.facebook.com/ColeSchotz?_rdc=1&_rdr

LinkedIn:https://www.linkedin.com/company/cole-schotz-p-c-/

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Ruth Farrington, a retail and wholesale legend, has over four decades of experience in the industry. Starting from a young age, her passion and dedication to sales have led her to become an expert in her field. Ruth has honed her skills through various roles in retail, wholesale, and buying, working with a multitude of companies and people throughout her career. With her wealth of knowledge, Ruth has developed her S Three Method for successful sales, focusing on understanding the customer and meeting their needs. As a consultant, Ruth is dedicated to helping entrepreneurs and retailers improve their sales, grow their businesses, and make a lasting impact on their customers.

Listen to this informative Legacy Leaders episode with Ruth Farrington about See Solve Satisfy (S3 Method), turning around underperforming teams, challenges for small businesses, hands-on approach, and ingenuity as a consultant.

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

●    Discover Ruth Farrington's S3 method as a powerful strategy for skyrocketing sales

●    Uncover the secrets to transforming underperforming teams into business champions

●    Realize the crucial role of observing and evaluating a business before taking action

●    Grasp the significance of fostering genuine client relationships for lasting success

●    Embrace the impact of faith and intention in shaping your enduring business legacy

Connect with Ruth Farrington:

Website: https://ruthfarrington.com/

LinkedIn: https://www.linkedin.com/in/ruth-pennington-farrington-602ba926/

Book: https://www.amazon.com/Sales-Mastery-Essentials-Made-Simple/dp/195984007X

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