Are you prepared for the unexpected when it comes to your estate? Most people aren’t—and the cost of waiting can be overwhelming. This episode of Legacy Leaders explores why proactive planning is critical and how a few simple steps today can protect your legacy tomorrow.

In this episode of Legacy Leaders, guest host Vance Bennett sits down with Jessa M. Gary, elder law and estate planning attorney at Isaac Wiles Law Firm. Together, they explore the essentials of estate planning and elder law, sharing valuable insights and practical tips for listeners. Jessa draws from her extensive experience to discuss common pitfalls, complex probate situations, and the importance of taking action early, offering actionable advice for families, retirees, and anyone thinking about their future.

This episode is a must-listen for anyone who wants to protect their assets, support loved ones, and avoid unnecessary legal challenges.
Key Takeaways:
● Start Sooner, Not Later: Waiting to create an estate plan can lead to unnecessary complications and costs.
● Avoid Probate in Multiple States: Snowbirds and out-of-state property owners need a coordinated strategy to avoid dual probate.
● Update Beneficiaries Regularly: Keeping account beneficiaries current is one of the easiest and most overlooked steps.
● A Will Is Not Optional: Without a will, the state decides where your assets go—even if that’s not what you wanted.
● Keep Clients Close: Ongoing relationships are key—estate plans should be updated as life changes.
Quotes from Jessa M. Gary:
● “If you don’t have estate planning documents in place, the state of Ohio is going to make one for you.”
● “Being proactive saves your family time, stress, and money later on.”
● “I just want to help people—and be their go-to resource for whatever they need.”
🔗 Conclusion:
Proactive estate planning isn’t just smart—it’s essential.

Connect with Jessa:
Website:  https://www.isaacwiles.com/professional/jessa-m-gary/

With Your Guest Host Vance Bennett:
As a seasoned financial advisor with over 25 years of experience, Vance specializes in guiding individuals toward optimal financial decisions. Passionate about helping clients balance their dreams for the future with the responsibilities of today, Vance is dedicated to providing thoughtful and strategic guidance. A proud graduate of The Ohio State University, Vance remains deeply committed to the well-being of both his clients and the community he serves.

Connect with Vance:
www.VBQ1.com

www.Know-Parallel.com

www.OFlowTax.com

https://www.facebook.com/VanceBennettFinancialServices/

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What if your love for the outdoors could lead to a dream career — and help others reconnect with nature and family along the way? Discover how fishing, healing, and legacy come together at one of the most unique clubs in America.
In this episode of Legacy Leaders, guest host Vance Bennett sits down with Drew McCartt, Director of Sporting Services at Briarwood Sporting Club and an expert in fish behavior, fly fishing, and member engagement. Together, they explore how Briarwood blends outdoor recreation with deep family connection, sharing valuable insights and practical stories from the field. Drew draws from his extensive background in fisheries science and outdoor leadership to discuss how fishing can be a tool for healing, connection, and legacy-building, offering actionable advice for outdoor enthusiasts, families, and anyone seeking balance between passion and profession. This episode is a must-listen for nature lovers, legacy-minded professionals, and those curious about creating meaningful family experiences in the outdoors.

Key Takeaways:
● 🎣 Fishing as Healing: How Drew helped a member regain joy and connection through fly fishing after a major injury.
● 🌲 Unplug & Reconnect: Why Briarwood is the go-to escape for families seeking meaningful time together in nature.
● 💼 Turning Passion into Profession: Drew’s journey from biologist to fishing concierge and business developer.
● 🧭 Building a Legacy Club: How intentional membership and spring-fed waters create an unmatched outdoor experience.
● 🗣️ Marketing to a Niche: How Briarwood thrives by staying exclusive and relationship-driven in a mass marketing world.

Quotes from Drew McCartt:
“I enjoy helping others catch their first trout as much as catching one myself.”
“This club isn’t just about fishing — it’s about healing, family, and making memories that last.”
“Fun. Learn. Catch fish. Respect nature. That’s my mission with every member.”

🔗 Conclusion:
Whether you're an avid angler, nature lover, or someone looking to leave a legacy through shared outdoor experiences, this episode offers both inspiration and practical wisdom.

Website:  https://briarwoodclub.com/
Facebook:  https://www.facebook.com/BriarwoodSportingClub
Instagram:  https://www.instagram.com/briarwoodsportingclub/

With Your Guest Host Vance Bennett:
As a seasoned financial advisor with over 25 years of experience, Vance specializes in guiding individuals toward optimal financial decisions. Passionate about helping clients balance their dreams for the future with the responsibilities of today, Vance is dedicated to providing thoughtful and strategic guidance. A proud graduate of The Ohio State University, Vance remains deeply committed to the well-being of both his clients and the community he serves.

Connect with Vance:

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Are people really the problem or is it your structure? Discover how to finally fix your people problems, prevent burnout, and lead with intention and impact.
In this episode of Legacy Leaders, Katie Beth sits down with the CEO of LifePulse Matt Granados, a sought-after speaker and bestselling author. Together, they explore how to solve people problems at their root, sharing valuable insights and practical tips for listeners. The guest draws from extensive experience coaching leaders at organizations like Google, Twitter, and the U.S. Air Force to discuss perpetual development, motivation, and avoiding burnout, offering actionable advice for business owners, team leaders, and anyone managing people. This episode is a must-listen for high-performing leaders and professionals, providing both knowledge and tools to navigate this important subject.
Key Takeaways:
● 🔄 Intention + Structure = Results: Learn how to bridge the gap between good ideas and consistent implementation.
● 💡 Truth-Based Transformation: Solve people problems by identifying root causes, not just treating symptoms.
● 🔥 Burnout is Preventable: Why burnout is a leadership issue—and how to stop it before it starts.
● 🎯 Motivation Isn’t Missing—It’s Misunderstood: Discover the difference between fear-based and love-based motivation.
● 🧭 Lead with Legacy in Mind: How your personal and professional leadership can align to create a lasting impact.
Quotes from Matt:
"Burnout is your fault. It’s much easier to prevent than it is to repair."
"Intention without structure is wasted energy. Structure without intention is a wasted opportunity."
"If you're not available for the calling on your life, you're a slave to your own success."

🔗 Conclusion: Whether you're leading a team or running your own business, the real key to growth and sustainability lies in your ability to align intention with structure—and lead from a place of truth.

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Discover why purpose-driven leadership transforms teams—and why so many leaders today are struggling to find it.

In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dr. Matt Paden, President and Managing Partner of Great Days Leadership. Together, they explore purpose-driven leadership, navigating organizational change, and the power of servant leadership, sharing valuable insights and practical tips for listeners. Dr. Paden draws from his extensive experience in higher education, consulting, and organizational development to discuss why leaders feel stuck, how to lead through messy transitions, and the importance of understanding your purpose, offering actionable advice for leaders, business owners, and anyone navigating workplace change. This episode is a must-listen for those striving to lead with clarity, confidence, and legacy, providing both knowledge and tools to navigate this important subject.

Key Takeaways:
● ⭐ Leadership Is Lonelier Than Ever: Why leaders today feel isolated—and what they can do to overcome that loneliness through sounding boards and healthy support systems.
● 🌱 Purpose Isn’t a Goal—It’s a Way of Being: Dr. Paden explains how discovering your purpose unlocks confidence, direction, and effectiveness as a leader.
● 🔄 Change Has a Story: Learn the four key elements of leading through transition: the plot, the characters, the setting, and the action steps.
● 🤝 Servant Leadership Starts With “Working for the Good of the People”: A powerful framework built on the lessons of Mordecai and Esther, redefining influence and impact.
● 🧠 Leaders Get Stuck in the Fog: Understanding why even brilliant leaders freeze under pressure—and how to regain clarity before making drastic decisions.

Quotes from Dr. Matt Paden:
"There are two great days in your life—the day you’re born and the day you realize why."
"Purpose isn’t a task list. Purpose is a way of being—it shapes how we lead and how we live."
"Your leadership brand is the story people tell about you, not the story you tell about yourself."

🔗 Conclusion:
Purpose-driven, servant-minded leadership creates the kind of legacy people remember—and the kind that transforms teams, organizations, and communities.

Connect with Dr Matt Paden:
Website: https://greatdaysleadership.com/

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💰 Are You Living in Financial Overflow or Just Getting By? Discover the Mindset Shifts That Can Transform Your Financial Future
In this episode of Legacy Leaders, Katie Beth Hand sits down with Vance Bennett, financial services expert and member of the Legacy Leaders Network. Together, they explore the power of holistic financial planning—not just focusing on wealth accumulation, but how to live an intentional, values-based financial life.
Vance draws from his personal journey—growing up in a single-parent home—to share how financial empowerment is possible for anyone. From military families to retirees, he offers practical advice for clients at every stage of life. This episode is a must-listen for individuals and families who want to make smarter financial decisions, minimize stress, and build a meaningful legacy.
🔑 Key Takeaways:
● 🧾 Track Your Spending: Vance shares why simply writing down your expenses—even for a month—can radically shift your financial awareness and behaviors.
● 🧠 Be Proactive, Not Reactive: Waiting too long to plan can limit your options. Taking action early can lead to greater peace of mind.
● 🧳 Prepare Emotionally for Retirement: Retirement isn’t just financial—it’s also a psychological and lifestyle transition that can catch people off guard.
● 🛡️ Stress-Test Your Plan: Vance’s “Overflow Lifestyle” strategy involves testing your plan for potential risks like inflation, long-term care, or unexpected family emergencies.
● ❤️ Build a Legacy Beyond Money: True wealth includes the lessons, values, and stories you pass down—not just your financial assets.
💬 Quotes from Vance Bennett:
● "I value people as individuals and what’s best for them—not just making a sale."
● "The Overflow Lifestyle is about designing, maintaining, and protecting your ideal standard of living—then planning for the what-ifs."
● "Financial planning is not just about money. It’s about creating intentional impact, even beyond your lifetime."
🔗 Conclusion: Financial success isn’t just about numbers—it’s about intention, legacy, and peace of mind. Whether you're approaching retirement or just starting out, Vance's holistic approach can help you create a plan that aligns with your values and vision.

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What does it take to build a thriving legal practice rooted in integrity, preparation, and passion for advocacy? This episode dives into the powerful story of one attorney’s journey from a teenage pizza maker to a top-tier family law litigator.

In this episode of Legacy Leaders, guest host Chris Baldino sits down with a board-certified family law expert Dean Kantaras. Together, they explore the realities of litigating family law cases with credibility and purpose, sharing valuable insights and practical tips for listeners. The guest draws from over three decades of legal experience to discuss the importance of preparation, the impact of AI on the legal field, and how to deliver real results for clients while staying ethical.

This episode is a must-listen for aspiring attorneys, legal professionals, and anyone navigating family law, providing both knowledge and tools to thrive in a rapidly evolving legal landscape.

Key Takeaways:

● ⚖️ Preparation is Everything: Success in family law litigation hinges on thorough preparation and strategic planning.

● 💬 Credibility Over Gamesmanship: Embellishing facts may win short-term battles but damages long-term outcomes—honesty builds trust with the court.

● 🤖 AI is Reshaping Legal Work: From trial prep to research, AI is transforming support roles—but the human touch is irreplaceable.

● 🧠 Mentorship Matters: Career-shaping guidance came from everyday role models, showing the value of communication and example.

● 🚫 Not Every Client is a Fit: The best outcomes happen when clients follow advice, trust the process, and avoid “Google lawyering.”

Quotes from the Guest:

● "Deserving to win—not just winning—is what matters in my practice."

● "You can have the best plan, but if you're not prepared, it’s not going to go anywhere."

● "If a client doesn’t follow my advice, I’d rather walk away than do work I can’t stand behind."

🔗 Conclusion: This episode reinforces why ethical leadership, clear strategy, and relentless preparation remain vital—even in a world of AI tools and fast-paced change.

To learn more or connect, visit www.kantarislaw.com⁠

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🎭 What happens when a historic theater reinvents itself to build empathy and serve its community in bold new ways? This episode dives into the transformative power of the arts and leadership behind the scenes.
In this episode of Legacy Leaders, Stan and Katie Beth sit down with Christy Farnbauch, Executive Director of The Contemporary Theatre of Ohio and longtime arts administrator. Together, they explore the reinvention of a legacy arts organization, sharing valuable insights and practical tips for listeners. Christy draws from her extensive experience in arts leadership to discuss navigating change, leading with empathy, and building sustainable arts ecosystems, offering actionable advice for nonprofit leaders, creatives, and aspiring change-makers. This episode is a must-listen for anyone interested in leadership, community impact, and the future of the arts, providing both knowledge and tools to navigate this important subject.
🎧 Key Takeaways:
● 🎭 Rebranding with Purpose: Why CATCO became The Contemporary, and how mission-driven branding fosters clarity and growth.
● 💡 Leadership in Times of Crisis: How Christy stepped into leadership the day the theater shut down, and rebuilt with resilience.
● 🧠 The Power of Empathy: Why storytelling in theater is a powerful tool for building emotional intelligence and social cohesion.
● 💼 Behind the Curtain: Understanding the difference between presenting and producing — and why that distinction matters.
● 🌱 Creating Opportunity: How building the local arts ecosystem can lead to sustainable careers for creatives in Columbus and beyond.
🗣️ Quotes from Christy Farnbauch:
● "It's my job to clear the path so artists can do their very best work."
● "You can only go up — that’s been the theme of my leadership journey."
● "Telling stories rooted in the current moment builds empathy — and empathy changes communities."

🔗 Conclusion: Whether you're in the arts, leadership, or community development, Christy's insights offer a blueprint for resilience, reinvention, and real impact. Don’t miss this inspiring conversation.

Connect with Christy:
Website:  thecontemporaryohio.org

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Are you getting honest advice about life insurance—or just a polished sales pitch? In a financial world filled with noise, it's crucial to separate fact from fiction when protecting your family’s future.

In this episode of Legacy Leaders, Stan and Katie Beth sit down with Wallis Tsai, founder and CEO of AboveBoard Financial and a seasoned insurance expert. Together, they explore the truth vs. BS in life insurance, sharing valuable insights and practical tips for listeners. Wallis draws from her extensive experience at Goldman Sachs and AboveBoard to discuss how to evaluate insurance products honestly, offering actionable advice for families, financial professionals, and estate planners. This episode is a must-listen for anyone seeking clarity in an often-confusing industry, providing both knowledge and tools to navigate this important subject with confidence.

Key Takeaways:

● 💡 Know the "Why" Behind the Policy: If you can’t see the reasoning behind the recommendation, it might not be right for you. Ask for the homework.

● ⚠️ Spotting Sales Pitches: Learn to recognize red flags in life insurance recommendations, especially when no alternatives are discussed.

● 📊 Analyze Like a Pro: Insurance choices are more analyzable than most people think—if someone can’t explain the downside, beware.

● 🧓 Long-Term Care Risks: Health crises later in life can destroy financial plans—early preparation is essential.

● 👨‍👩‍👧‍👦 Planning for the Family: Insurance is about more than numbers—it's about reducing emotional and financial stress for loved ones.

Quotes from Wallis Tsai:

● "If your analysis always concludes that insurance is awesome, I’d suggest that’s not really analysis."

● "We vehemently reject the 'have a hammer, see a nail' mentality that plagues insurance."

● "I want to create a safe harbor for people to navigate insurance decisions proudly and confidently."

🔗 Conclusion: This episode is a powerful reminder that with the right analysis and honest guidance, insurance can be a tool—not a trap—in building and protecting your legacy.

Connect with Wallis:

Website:  https://www.aboveboardfinancial.com/

LinkedIn:  https://www.linkedin.com/in/wallis-tsai-31622a1/

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Discover how savvy real estate investors are deferring massive tax bills using little-known strategies—and why most professionals still haven’t heard of them.

In this episode of Legacy Leaders, guest host Rod Hatley sits down with Peter May and Ross Rubin, co-founders of DST Sherpa and 1031 Sherpa, experts in real estate tax deferral and estate planning. Together, they explore the power of Delaware Statutory Trusts (DSTs) and 1031 exchanges—tools that can help real estate owners defer capital gains, reduce tax burdens, and create smoother succession plans. Peter and Ross draw from decades of legal, tax, and business experience to discuss the often-overlooked opportunities in DSTs, offering practical guidance for CPAs, estate planning attorneys, realtors, and real estate investors. This episode is a must-listen for anyone advising or owning real estate, providing both education and strategy to make smarter, tax-efficient decisions.

Key Takeaways:
● 🏢 DST 101: What a Delaware Statutory Trust is and how it enables 1031 exchange eligibility.
● 💰 Massive Tax Savings: How DSTs can help clients defer up to 30–40% in capital gains, depreciation recapture, and more.
● 🧩 Client Suitability: Who qualifies for DSTs and why professionals like CPAs and attorneys are key partners in the process.
● 🛡️ Backstop Strategy: Why DSTs offer critical protection when traditional 1031 exchanges fall through.
● 🧠 Planning Early Pays Off: Why engaging in DST planning before selling real estate leads to the best outcomes.

Quotes from Peter May and Ross Rubin:
● "We're not selling—we're solving. And DSTs are one of the best-kept solutions in real estate tax planning."
● "It’s not a loophole. It’s legislative grace—a lawful way to defer taxes using the tools Congress provided."
● "Tell me about your real estate—that one question can open the door to massive planning opportunities."

🔗 Conclusion:
Whether you’re a professional advisor or real estate owner, this episode offers actionable insight into using DSTs and 1031 exchanges to protect wealth and preserve legacies. To learn more or connect with Peter and Ross, visit dstsherpa.com or 1031sherpa.com.

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💡 What if building wealth wasn’t just about making money—but stewarding a legacy with eternal impact?

In this episode of Legacy Leaders, Katie Beth Hand sits down with Sam Vadakekut, author, entrepreneur, and faith-based wealth advisor. Together, they explore the concept of biblical stewardship in business and finance, sharing valuable insights on aligning money with purpose. Sam draws from decades of experience as a mentor and financial educator to discuss how ancient wisdom can shape modern wealth-building, offering actionable advice for entrepreneurs and leaders seeking a deeper, more meaningful path to success. This episode is a must-listen for purpose-driven entrepreneurs, business owners, and faith-based leaders, providing both timeless wisdom and practical tools to navigate wealth with intention.

Key Takeaways:

● 📖 Faith-Based Finance: Learn how biblical principles on money and stewardship provide a framework for lasting impact.
● 🌱 Stewardship vs. Ownership: Why seeing yourself as a steward, not an owner, can transform your mindset and mission.
● 💼 Purpose-Driven Wealth: How aligning your business goals with your life’s purpose leads to lasting satisfaction.
● 🔥 The Power of Mindset: Discover how breaking free from a scarcity mindset can unleash influence, generosity, and freedom.
● 🌍 Marketplace Apostleship: Understand your role in the marketplace as a calling—not just a career.

Quotes from Sam Vadakekut:

● "You can either be a slave to money or be an entrusted steward."
● "A tree never eats its own fruit—your gifting is meant to serve others."
● "You can use your temporary wealth to build eternal riches."

🔗 Conclusion: Sam reminds us that true wealth is more than accumulation—it’s about stewardship, impact, and legacy. This episode challenges entrepreneurs to redefine success and live with eternal purpose.
Connect with Sam:
Website:  https://aboutmyfathersbusiness.life/
LinkedIn:  https://www.linkedin.com/in/sam-vadakekut-8855623/
LinkedIn Business:  https://www.linkedin.com/showcase/aboutmyfathersbusiness/?viewAsMember=true
Facebook:  https://www.facebook.com/profile.php?id=61562115457568

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