Discover how intentional financial planning today can empower you to live and give generously tomorrow. Whether you’re a business owner, a professional woman, or navigating a major life transition, this episode is packed with the clarity and confidence you need to build a lasting legacy.
In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Megan Whitehead, Financial Advisor and former business consultant. Together, they explore the importance of proactive financial planning and succession strategies, sharing valuable insights and practical tips for listeners. Megan draws from her extensive experience in finance, higher education, and small business consulting to discuss the most common planning mistakes, the emotional and financial toll of waiting too long, and how to build a team-centered approach that protects your legacy. This episode is a must-listen for business owners, families, and women looking for financial empowerment, providing both knowledge and tools to navigate this critical subject.
 Key Takeaways:
💡 Start Early, Stay Ready: Proactive planning—10 years out—is the key to smooth retirement, succession, and avoiding financial chaos in emergencies.
🧩 Holistic Planning Matters: The best outcomes come when your attorney, financial advisor, CPA, and insurance agent work together toward your vision.
👩‍💼 Empowering Women in Finance: Megan creates a safe, judgment-free space for women to ask questions, gain clarity, and feel in control of their financial futures.
🏢 Succession Planning for Business Owners: Without a solid plan, 70% of small business owners sell in a “fire sale”—losing value and peace of mind.
❤️ Legacy Through Service: Megan’s faith and servant-leader heart shape every client interaction—her goal is not just financial success, but purpose-driven living.
 Quotes from Megan Whitehead:
● "My ideal client is someone who doesn’t have it all figured out—but is willing to engage in the process."
● "Having no plan at all is absolutely the worst plan."
● "If giving to causes that are important to you is important, you have to make intentional decisions so that you’re in a place to be able to do that."
 🔗 Your financial future doesn’t start at retirement—it starts now. Listen to this episode for a roadmap to peace of mind, financial confidence, and a legacy that lasts.
 
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