💰 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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