Legacy Leaders

Meet Drew Powers, a seasoned financial advisor with a fascinating career trajectory. Borrowing insights from his early days of dealing cards at a casino, he understands that probability and statistics aren't intuitive for most people. This realization led him to his calling: helping others demystify complex financial issues. Part mathematician, part risk handler, he advises an array of clients, from medical professionals to law firm owners. His knack for carving out tax savings and managing investments in a 'Zen simple' fashion sets him apart in a field often characterized by jargon and complexity.

Listen to this informative Legacy Leaders episode with Drew Powers about Enjoyment in Financial Advisory, What It Means to Be a Financial Advisor, The Power of Collaboration, Why Choose a Financial Advisor? And The Importance of Collaboration in Estate Planning.

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

Connect with Drew Powers:

Website: https://powersfg.com/

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

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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Raj Aujla, a highly specialized estate planning attorney at Aujla Legal based in Pasadena, California. His career journey alone is fascinating, having pivoted from pursuing a master's degree in cell and molecular biology to studying law and finding a unique intersection between the two fields. Now with nearly 13 years of legal experience, his strong focus is on facilitating the daunting yet vital process of estate planning. His detail-oriented approach has helped countless families protect their wishes, their children, and their legacy. His expertise in advanced healthcare directives in particular will be central to the discussion for this episode.

Listen to this informative Legacy Leaders episode with Raj Aujla about Importance of Estate Planning for the Middle Class, California’s Plan for Those without an Estate Plan, The Difference Between a Will and a Trust, The Importance of Advanced Healthcare Directives and Complete Estate Planning Package.

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

●    Realize the value of effective estate planning irrespective of your income bracket

●    Witness the potential fallouts in California due to the absence of an estate plan

●    Comprehend the distinct roles of wills and trusts in the realm of estate planning

●    Understand why an advanced healthcare directive plays a pivotal role in your estate plan

●    See the advantages a Limited Liability Company (LLC) brings to your business structure

Connect with Raj Aujla:

Website: https://aujlalegal.com/

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

Email: [email protected]

With your Guest Host: Tim Garrity

Timothy S. Garrity is a CFA and President at Paragon Capital Partners, they serve a select clientele who have built significant wealth through a combination of business and professional success, as well as prudent investment decisions. They introduce their clients to opportunities and solutions that they often did not know existed. In many cases, they help them shift their paradigms to recognize that special and exclusive strategies are available to them due to their exceptional success and wealth stratum.

Connect with Tim Garrity:

Website: https://paragoncapitalpartners.com/

LinkedIn: https://www.linkedin.com/in/tim-garrity/

Email: [email protected]

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Meet Solimar Rodriguez, an estate planning attorney with a zeal for protecting her clients' legacies. Born and raised in Puerto Rico, she has dual bar admission in Puerto Rico and Florida, providing her with a unique understanding of the legal systems. Soli's journey into law was not a straight path. Initially seeking a career in advertising and media, Soli heeded her family legacy in law, discovering her fervor for estate planning whilst helping families navigate their legal needs. Her focus now lies on creating tailored estate plans, with a particular focus on incapacity documents. Soli's passion and commitment shine through as she educates her clients on the importance of planning ahead.

Listen to this informative Legacy Leaders episode with Solimar Rodriguez about Misconceptions About Wills, The Importance of Estate Planning, The Consequences of Delaying Estate Planning, Taking Care of Incapacitated Individuals, and Naming Beneficiaries and Trusts.

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

●    Uncover the critical importance of precise estate planning and probate methodologies

●    Traverse the intricate landscape of Spanish laws and civil codes as they relate to estate planning

●    Hear compelling stories of transformative experiences that shaped legacies through strategic estate planning

●    Identify the demands of catering to the unique needs of both children and aging parents in estate planning

●    Unravel common assumptions about wills and grasp the necessity of comprehensive estate planning

Connect with Solimar Rodriguez:

Websites: https://www.trustsrslegal.com/

                https://wfplaw.com/

LinkedIn: https://www.linkedin.com/in/solimar-rodriguez/

Phone: 954-947-6053

Email: [email protected]

          [email protected]

With your Guest Host: Carol Dewey

Carol Dewey is an experienced educator, speaker, author, and financial planning strategist. Her passion lies in motivating people to take action for a better future. Through her educationally-based financial planning company, she helps clients gain clarity and confidence in their financial decisions. Using her proprietary process, the Perpetual Wealth Navigation Solution, Carol has guided numerous individuals toward financial success without unnecessary risks. Her ultimate mission is to empower individuals, families, and business owners to achieve long-term financial security.

Connect with Carol Dewey:

Website: https://www.perpetualwealthfinancial.com/

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

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Gordon Fischer, a seasoned lawyer with over 25 years of experience reveals his strategies for making the estate planning process easy and stress-free for his clients. Fischer's background includes serving as a student government leader at the University of Iowa, earning a summa cum laude law degree from Southern Illinois University, and working as a clerk for the Iowa Court of Appeals. He was later a partner at the firm Bradshaw, Fowler, Proctor, and Fairgrave, P.C. before becoming Vice President of Gift Planning Strategies for the Community Foundation of Greater Des Moines. He holds the Chartered Advisor in Philanthropy designation from The American College of Financial Services.

Listen to this informative Legacy Leaders episode with Gordon Fischer about Misconceptions about Estate Planning, Nonprofit Legal Services, the Importance of Lawyers in protecting Freedoms, Overcoming Hesitation in Estate Planning, and The Consequences of No Estate Planning.

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

●    Realize the inherent value in strategically planning for your estate to protect your loved ones

●    Ascertain how nonprofits can thrive with the right legal assistance

●    Debunk common misapprehensions about estate planning and where you can find reliable resources

●    Master the art of making estate planning an effortless task, reducing stress for clients

●    Grasp the importance of keeping up with employment law and compliance in the nonprofit sector

Connect with Gordon Fischer:

Website: https://www.gordonfischerlawfirm.com/

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

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

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

Email: [email protected]

With your Guest Host: Michael Clanin

Michael is an experienced former educator turned financial and insurance professional with 14 years of experience. He resides in Cedar Rapids with his wife, Carla, and their three children. Michael's approach with clients is through guidance and education. He specializes in retirement planning, income planning, legacy planning, annuities, life insurance, and Medicare. He is dedicated to safeguarding his clients' retirement funds and is committed to providing honest and integrity-driven service. He values long-term relationships with his clients and enjoys spending time with family and friends, traveling, hiking, biking, and reading.

Connect with Michael Clanin:

Website: https://safemoneyfirst.com/michael-clanin/

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

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Mikhak Ghorban is a specialist when it comes to family law and immigration, serving the diverse community of San Diego, California. With an initial interest in political law, her trajectory took a turn during her law studies, and she found herself propelled into the world of corporate law. Now, with an enviable blend of corporate and familial legal knowledge, she helps individuals through the complexities of immigration and divorce processes. She's a believer in putting the client first, and she expertly guides them to consider all factors before making momentous decisions.

Listen to this informative Legacy Leaders episode with Mikhak Ghorban about Collaborative Divorce, Legacy and Resolving Conflicts, The Importance of Estate Planning in Divorce, Being a Trusted Advisor and Planning and Awareness in Divorce.

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

●    Explore the intricate connection between legacy and its role in family law and immigration disputes

●    Comprehend the essentiality of forward-thinking financial planning and its impact on divorce scenarios

●    Realize the toughness of the road towards financial safety and asset retention for immigration clients

●    Grasp the power wielded by a trusted advisor in the context of family law and immigration affairs

●    Understand why professional expertise is indispensable to avoid irreversible pitfalls in legal matters

Connect with Mikhak Ghorban:

Websites: http://ghorbanlaw.com/

LinkedIn: https://www.linkedin.com/in/mikhak-ghorban-81047220/

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

Phone: (858) 201-4540

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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John Creekmur is a well-respected authority in the financial planning industry with a passion for aiding individuals in building and securing their wealth. Even during his teens, he wanted to be in the financial field and, as a result, he pursued his bachelor’s degree in accounting and finance from Cedarville University. In addition, he has completed a Master of Business Administration degree and holds the Certified Financial Planner™ (CFP®) designation. He started his career with a large brokerage firm and transitioned to the investment department at a local bank. In 1995, he started his own firm, which has grown to its present form as Creekmur Wealth Advisors.

Listen to this informative Legacy Leaders episode with John Creekmur about Working with Family in the Business, Acquiring Financial Practices, True Wealth Beyond Money, The Role of Faith and Building a Foundation for Life.

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

Connect with John Creekmur:

Website: https://creekmurwealth.com/

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

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

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. 

Connect with Stan: 

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:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Vance is a seasoned entrepreneur, CEO, and lawyer with over 30 years of experience. He co-founded successful software companies like Cherwell Software and GoldMine Software. He was also the CEO of the National Cybersecurity Center and received prestigious awards for his entrepreneurial achievements. He currently serves as co-founder and executive director of Exponential Impact, an entrepreneur accelerator, and holds a position at Thrivers Leadership Institute. He played a crucial role in establishing The Classical Academy, Colorado's largest K-12 charter school. He has received multiple awards and accolades for his entrepreneurial achievements, including the EY Entrepreneur of The Year™ Award and recognition by Goldman Sachs as one of the "100 most intriguing entrepreneurs."

Listen to this informative Legacy Leaders episode with Vance Brown about Transitioning from Law to Founding a Software Company, Building a Company while making Ends Meet, Founding a Charter School, Family & Faith and Hope and Legacy

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

●    Unearth the secrets behind Vance's thriving entrepreneurial journey intertwined with a great passion for technology

●    Witness the genesis and evolution of The Classical Academy charter school, a beacon of educational advancement

●    Step into the world of Cherwell Software

●    Draw inspiration from how Vance interweaves the themes of entrepreneurship, passion, and legacy in his life's narrative

●    Explore Vance's unique perspective on leaving a noteworthy legacy and offering hope to others

Connect with Vance Brown:

Websites: https://www.exponentialimpact.com/

                https://thrivers.com/

LinkedIn: https://www.linkedin.com/in/vance-brown/

Email: [email protected]

With your Guest Host: Karl Hering

Karl "Doug" Hering (CMA, CPRC, AAMS) is a financial planner with a passion for helping people achieve their dreams and plan their legacy. He has a background in consulting, corporate finance, and accounting. Karl is actively involved in his community through volunteering efforts, including mentoring with Working Fusion and serving on the Colorado Springs Chamber of Commerce finance committee. He's been happily married for almost 40 years and enjoys spending time outdoors and playing pickleball.

Connect with Karl Hering:

Website: https://www.moneyconcepts.com/khering

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

Email: [email protected]

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Peter Matthies, is a former venture capitalist who embarked on a journey of self-discovery and founded the Conscious Business Institute. Originally from Germany, he began his career in electronic engineering and consulting before starting his own software company. Searching for a deeper purpose in life, he sold his shares and moved to California, immersing himself in tech and finance while also exploring alternative spiritual paths. Today, Peter's Conscious Business Institute helps iconic companies like BMW, Starbucks, and Intel transform their cultures and lead with purpose.

Listen to this informative Legacy Leaders episode with Peter Matthies about The Four Quadrants, Impact on Individual Leaders, Impact on Relationships, Legacy vs. Impact, and Plan BE book.

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

●    Discover Peter Matthies' fascinating transition from venture capitalist to the founder of Conscious Business Institute

●    Understand the Four Quadrants that create an inspired organization according to the Conscious Business Institute

●    Gain insights into Conscious Business Institute's techniques for reshaping company culture

●    Learn the significance of transparency and trust in establishing a Conscious Business

●    Be among the first to hear about the upcoming release of CBI's book, Plan BE, focusing on authentic living

Connect with Peter Matthies:

Website: https://consciousbusinessinstitute.com/

LinkedIn: https://www.linkedin.com/in/peter-matthies/

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

Twitter: https://twitter.com/pmatthies

Book: https://plan-be.us/

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Meet Jim Rowe, an author, speaker, and marketing expert who has carved an impressive path in the world of strategic brand marketing over the years. With countless career milestones including launching an innovative ad agency and holding the title of outsourced Chief Marketing Officer for numerous clients, his journey is one of consistent adaptation and evolving expertise. His core belief in the power of critical thinking and accurate communication has led Jim to conceptualize the Adapter Method, aimed at nurturing these skills amongst professionals.

Listen to this informative Legacy Leaders episode with Jim Rowe about The Skills Gap, Creating a Culture of Communication, The Importance of Teaching Writing, The Missing Link in Education, and The Importance of Mentorship.

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

●    Uncover why strategic writing is the lifeblood of thriving businesses

●    Realize the power of closing the skill gap in critical thinking and communication

●    Discover the hidden impact of inadequate strategic writing education on future professionals

●    Appreciate the value of fostering a culture that prizes strong communication and effective writing

●    Grasp the toll poor communication can have on your business and the transformative benefits of mentorship

Connect with Jim Rowe:

Website: https://www.getyourducksinarowe.com/

LinkedIn: https://www.linkedin.com/in/jim-rowe-8751166/

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

Twitter: https://twitter.com/JamesTRowe

Book 1: https://www.amazon.com/Your-Ducks-Business-Writing-Communication/dp/0578355248

Book 2: https://www.amazon.com/Your-Ducks-Rowe-P-T-Communication/dp/0578293307

With your Host: Stan Miller

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.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ | https://legacyleadersnetwork.org/

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

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Pat Dillon, a passionate farming lawyer, embodies the profound knowledge and understanding of agricultural laws, making him highly valued by the rural communities in Northeast Iowa. For almost two decades he has been providing legal support to farmers, Ag businesses, and small entrepreneurs with an unmatched zeal and dedication. As an integral part of the American Agricultural Law Association and the Iowa State Bar AG Law section, he has guided numerous clients through business transition planning, estate planning, and bankruptcy. He further strengthens his commitment towards his clients by authoring an insightful book, Iowa's Farmers Guide to Legal Issues, offering them valuable advice on dealing with legal complexities in farming.

Listen to this informative Legacy Leaders episode with Pat Dillon about Why Estate Planning is Important for Farmers, The Consequences of Poor Estate Planning, Success Stories in Estate Planning, Tools for Successful Estate Planning, and The Importance of Maintaining Assets and Treating People Equitably.

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

●    Grasp why estate planning emerges as a crucial step in the survival and succession strategies of farming families

●    Navigate through the process of fair division among family members when planning estates

●    Understand how connecting with professionals across different legal fields can streamline estate planning

●    Acquaint yourself with the dynamic, unpredictable changes within the farming sector and their impact on estate planning

●    Discover how legal advisors specializing in rural affairs provide indispensable support and advice

Connect with Pat Dillon:

Website: https://dillonlawpc.com/

LinkedIn: https://www.linkedin.com/in/pat-dillon-99b8261/

Twitter: https://twitter.com/dillonlaw

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

Book: https://www.amazon.com/Field-Manual-Farmers-Guide-Issues/dp/1467957577

Email: [email protected]

Connect with Michael Clanin: 

Website: https://safemoneyfirst.com/ 

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

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