Legacy Leaders

Paige Arnof-Fenn is the founder & CEO of global marketing and branding firm Mavens & Moguls based in Cambridge, MA.  Her clients include Microsoft, Virgin, The New York Times Company, Colgate, venture-backed startups as well as non profit organizations.  She graduated from Stanford University and Harvard Business School.  Paige serves on several Boards, is a popular speaker and columnist who has written for Entrepreneur and Forbes. 

Listen to this informative Legacy Leaders episode with Paige Arnof-Fenn about personal branding.

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

Connect with Paige:

Website:  www.mavensandmoguls.com

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

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

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

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

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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Nicholas Pope's mission is to have a positive impact on people. Professionally, he has chosen to help clients and their families plan for and maintain a financial sense of confidence by implementing strategies designed to preserve the wealth clients have created and helping to build a legacy for future generations.

Listen to this informative Legacy Leaders episode with Nicholas Pope about tailored financial strategies.

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

●  Nicholas emphasizes the significance of pursuing certifications like the Certified Financial Planner (CFP) designation to align his professional goals with his aspirations.

●  Nicholas’ firm, Washington Avenue Advisors, focuses on providing personalized financial strategies tailored to each client's unique needs and goals. This approach emphasizes the importance of customized financial planning to ensure that clients' individual circumstances are taken into account for effective wealth management.

●  Nicholas discusses The Legacy Lab project.  A project at Washington Avenue Advisors that assists business owners in planning for the future, ensuring that their personal and financial goals are aligned for a smooth transition or sale.

Connect with Nicholas Pope:

Website:  www.waadvisors.com

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

With your Guest Host:  James Moore

James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

Website:  https://mooreandkerbawy.com/

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Dr. Lynn Banis is passionate about empowering others through her expertise in human behavior and development. Several years ago, she made the challenging decision to close her long-term coaching practice to care for her mother until her passing. In the span of just three years, Dr. Banis experienced profound personal loss, losing her mother, younger brother, and husband. Emerging from this dark period of grief, she realized that her PhD in human behavior, decades of experience in human development, and extensive work in coaching and grief recovery uniquely positioned her to help others navigate similar challenges. Motivated by this insight, she founded Widows Rising Together, a program designed to empower widows to overcome loneliness, rediscover purpose, and build fulfilling lives that inspire and leave a lasting legacy.

Listen to this informative Legacy Leaders episode with Dr. Lynn Banis about grief.

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

●  Dr. Lynn emphasizes the importance of being there for grieving individuals, not just with words but also with actions.

●  Dr. Lynn explains it is essential to recognize and respect the different stages of grief that individuals may go through. By acknowledging where the grieving person is in their healing process and offering them the space and time they need, we can provide more effective support.

●  Dr. Lynn explains helping the grieving person build a new support system can combat feelings of isolation and loneliness, which are often overwhelming during the grieving process.

Connect with Dr. Lynn:

Website: https://tinyurl.com/anbh9h5r

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

 Connect with J Diane Robinson:

 Websites: https://www.jdianerobinson.com/

                https://www.innovationpartnersllc.com/

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Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets.

Listen to this informative Legacy Leaders episode with Chris Vermeulen about market trends.

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

Connect with Chris Vermeulen:

Website:  https://thetechnicaltraders.com

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

Twitter:  https://x.com/TheTechTraders

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

YouTube:  https://www.youtube.com/c/TheTechnicalTraders

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

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

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

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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Attorney Patrick Phancao brings a global perspective to his practice, having lived in Europe, Asia, and Africa. After law school, he gained financial industry experience as Assistant Legal Counsel for a French bank abroad and later as Legal Counsel for a Los Angeles nutrients company, where he handled Patents, Trademarks, Corporate Governance, and Asset Protection. In California, Mr. Phancao set the state's highest bond in a White Collar Crime case and worked on a major tax case, establishing his reputation in Asset Protection and Estate Planning. Recognizing a need among his clients, he expanded into Elder Law and Medicaid/Medi-Cal Planning, partnering with Ms. Shaffer to open a boutique law firm in Irvine specializing in these areas.

Listen to this informative Legacy Leaders episode with Patrick Phancao.

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

●  Patrick emphasizes the importance of offering tailored solutions for clients at various stages of life.

●  Patrick advocates for clients to stay informed about legal tools such as revocable living trusts, irrevocable trusts, and LLCs. Understanding these tools and their benefits can help individuals make informed decisions to protect their assets and plan for the future.

●  With changes in estate tax exemptions and the economic landscape, Patrick underlines the importance of preparing for future challenges in estate planning.

Connect with Patrick:

Website:  www.assetprotectioncenter.com

Instagram:  @apel.center

With your Guest Host: Matrona JessicaWard

Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion.

Website:  https://familylegacyplanningfirm.com/

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Bill, a 1981 graduate of Cumberland School of Law, has over 40 years of legal experience, focusing on elder law, estate planning, and probate. After roles in the banking industry and planned giving, he founded The Alabama Elder Care Law Firm, LLC. His practice helps seniors with Medicaid planning, VA benefits, and estate matters.

Bill has held leadership roles with the Alabama State Bar and Jefferson County Area Council on Aging and has been recognized as a "Top Lawyer in Elder Law" by *Birmingham Magazine*. He is also a published author and frequent speaker.

Listen to this informative Legacy Leaders episode with Bill Nolan.

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

●  Bill explains estate planning is essential for anyone looking to safeguard their assets, simplify the probate process, and ensure their desires are respected. Wills and trusts serve as crucial tools in this process, allowing individuals to outline their wishes effectively.

●  Bill and Chuck emphasize the importance of holistic retirement planning, encompassing financial strategies, healthcare considerations, and personal fulfillment goals.

●  Bill stresses the importance of being proactive in estate planning. He mentions the presence of 'red flag moments' in life that should prompt individuals to take necessary actions to protect their assets and plan for the future effectively.

Connect with Bill:

Website:  https://elderlawalabama.com

With your Guest Host: Chuck Gore

Chuck’s passion is to help you with all the pieces of your retirement and legacy planning.  Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals.  With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy.  

Connect with Chuck:

https://laborretirementservices.com/

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Nirit Cohen is an HR Strategist, a future of work expert, and bridge builder between emerging trends and practical solutions. Nirit worked for Intel for almost 30 years in finance, human resources, mergers and acquisitions, in Israel, Europe, the United States and in global responsibility. Today she is a known influencer and speaker on the future of work and the changes to careers, management, organizational processes as well as education and civil service. Her weekly column on the Future of Work appears since 2015 in Globes and The-Marker national newspapers. Her popular weekly podcast, sponsored by Startup-Nation-Central, covers insights on the Israeli Hi-Tech eco-system.

Listen to this informative Legacy Leaders episode with Nirit Cohen about purpose-driven careers.

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

Connect with Nirit:

Website: https://niritcohen.com/en/home-en/

Linkedin: www.linkedin.com/in/niritcohen

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

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

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

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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Bennett Braverman is a dedicated trusts and estates planning attorney with the Braverman Law Group, LLC, based in Boulder, Colorado. With a deep commitment to helping clients secure their legacies, Bennett brings expertise and compassion to his practice. Outside of work, he enjoys an active lifestyle, indulging in running, biking, hiking, and meditation. A lover of good books, movies, and quality time with loved ones, Bennett values his close relationships with family and friends. He shares his home with his wife, Diedre, their Corgi, Toby, and their Persian cat, Cody.

Listen to this informative Legacy Leaders episode with Bennett Braverman

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

●  Bennett highlights the importance of maintaining ongoing relationships with clients to ensure their estate plans stay current and relevant.

●  Bennett advocates for the use of trusts over wills for privacy and incapacity planning, especially when dealing with assets like real estate in multiple states. Trusts provide more control and flexibility compared to wills, offering a comprehensive approach to estate planning that can better protect your assets and wishes.

●  Bennett stresses that everyone over the age of 18 should have foundational estate planning documents in place. By creating these essential plans early on and updating them as needed, individuals can ensure their assets are protected, their wishes are honored, and their loved ones are provided for in the future.

Connect with Bennett:

Website: https://www.braverman-law.com

With your Guest Host: Carol Eddy

Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory. 

At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now. 

Connect with Carol:

https://www.linkedin.com/in/⭐-carol-eddy-cfp®⭐-35678512/

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Peter W. Kingma, author of CASH IS KING, leads the working capital practice in the Americas for Ernst & Young LLP. With over thirty years of experience, he advises global companies on all aspects of cash management across such sectors as manufacturing, consumer products, retail, aerospace, and defense. He has written for publications including CFO Magazine and CNBC online. Kingma, who earned a BS in economics from Purdue University, lives in Chicago and Columbia, Missouri.  

Listen to this informative Legacy Leaders episode with Peter Kingma about cash management.

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

●  Peter discusses the distinction between utilizing debt and generating internal cash flow to fund business operations.

●  Peter emphasizes the need to minimize the time it takes to convert investments into cash and explains the concept of the cash conversion cycle.

●  Peter stresses the importance of locking down commercial agreements early on, including payment terms, service level commitments, and procurement decisions.

Connect with Peter:

Website: https://peterkingma.com/

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

Twitter:  https://twitter.com/peterwkingma

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

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

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

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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His friends call him Jay and you can too. Jay Barrett works to assist young professionals and small business owners achieve peace of mind. Life is busy and many times important tasks slide down the list and do not get accomplished. He has been counseling clients since 2010 on how to plan for their families, their legacy, and their businesses. Jay has learned the art of relational law and being a personal family lawyer, he does things differently. Your relationship with you lawyer should not be transactional. It should be supportive, and Jay is uniquely situated to support his clients. He is a member of the Florida and District of Columbia Bars and a graduate of the University of Miami School of Law. He can work with clients no matter where they call home in Florida or DC. He is a veteran of the US Navy, a father of two, avid sailor, cyclist, and woodworker. He has been building relationships with his clients since 2010 and is eager to build a relationship with you.

Listen to this informative Legacy Leaders episode with Jay Barrett.

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

●  Jay emphasizes the significance of establishing relationships with clients that extend beyond mere transactions.

●  Jay warns against the risks of using online estate planning services without expert guidance. He stresses that inaccuracies in legal documents could lead to complications and legal disputes down the line.

●  Jay's personal philosophy centers around leaving a legacy of integrity and care. By prioritizing ethical practices and a client-centric approach, he aims to be remembered as someone who genuinely helped others.

Connect with Jay:

Website: www.jamespbarrettlaw.com

Facebook: www.facebook.com/277095712153456

Linkedin: www.linkedin.com/in/james-barrett-05299637

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

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

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

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

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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