Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken?

About Sheri Kohlmann:

Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey.

She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources.

Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to:

● Delve into preserving personal narratives to dictate the values of tomorrow.

● Get insights on fostering communal bonding through guided autobiography.

● Grasp the magnitude of love's power in shaping our actions and outlook.

● Recognize the role of modern technology in expanding global reach.

● Grasp the significance of personal stories in initiating healing processes and mending relationships.

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

● Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning.

● Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans.

● Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships.

“Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.”

- Sheri Kohlmann

Links Mentioned:

Connect with Sheri Kohlmann:

Facebook: Sheri Kohlmann

Instagram: sherikohlmann

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

Website: www.morethanwordsinc.com 

About your guest host, 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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Gary and Lauren Harris come from a renowned family known for their strong commitment to family values, philanthropy, and generosity. Gary attributes his perspective to his upbringing in a large family where the importance of taking care of others and giving back was emphasized. He sees giving back as a responsibility that comes with financial blessings and success, and he values doing research and due diligence when selecting charities to support. Lauren, who was raised with the same values, focuses on supporting women who are going through similar experiences. She emphasizes the importance of communication and sharing what is important to each family member, which leads to great family bonding. 

Listen to this informative Your Life. Your Legacy. episode with Gary and Lauren Harris about giving and family values.

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

●  Gary shares his experience growing up in a big family of seven siblings, where they always had food on the table and parents who loved them. Their parents taught them the importance of money and taking care of others through tithing. This upbringing inspired Gary and Lauren to foster a sense of generosity in their own family. They involve their children in activities like packing food bags for those in need, to teach them about privilege. 

●  Gary emphasizes involving the whole family in charitable activities, setting a positive example for children and bringing the family closer. He even wrote a letter to his children outlining their family's expectations and responsibilities when it comes to giving. Gary's parents instilled in him the value of giving, even when they had very little. They prioritized gifting and tithing, with Gary's father believing that God always replenishes what is given. This mindset led Gary and his family to make giving a family decision, where everyone contributes and decides on the recipients. The tradition of family giving has been passed down to Gary's children, and he emphasizes the importance of not falling behind or making excuses, as his parents never played catch up. 

●  Family philanthropy is a cherished tradition in the Harris family. Gary emphasizes the importance of anonymous giving and giving back to the community without seeking recognition. During Thanksgiving, the family reflects on their blessings and expresses gratitude through gifting. 

Connect with Gary and Lauren:

https://harriswealthmanagers.com

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Sohaib, a passionate advocate for accessible education in Pakistan, continues the legacy of his father who founded the Brilliant Career Secondary School nearly half a century ago. Sohaib firmly believes in the school's commitment to accessible education, a vision inspired by the Swedish education system that his father experienced firsthand. His father's vision was to bring this model of accessible, high-quality education to Pakistan, a vision that Sohaib proudly carries forward. He emphasizes the importance of making education affordable for all, as he recognizes the high costs associated with private schools in Pakistan and globally. Sohaib's commitment to this cause is further demonstrated by his ongoing efforts to create a database of successful alumni and explore ways for them to contribute to the school's support.

Listen to this informative Legacy Leaders episode with Sohaib Hasan

about accessible education in Pakistan.

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

● Sohaib dives into the importance of building systems and processes in schools for success and continuity.

● Sohaib believes that accessibility to quality education is a global issue. Hear how his school ensures accessibility for all students, regardless of financial difficulties.

● The impact of education is evident through their strong alumni network. Alumni from all over the world reunite, sharing stories of how Sohaib’s father provided them with quality education and opportunities their parents couldn't

● Sohaib’s experiences abroad have influenced his perspective on culture and respect. Discover how he plans to incorporate these learnings into his school and future book.

Connect with Sohaib:

OhMyClassroom.com

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Robb Munger, founder of Exodus Place, champions transitional housing for homeless men. With a background in finance, where he established a leading financial company in manufactured housing, Munger’s journey took a pivotal turn when he joined the board of Guiding Light Mission. There, he propelled a struggling rescue mission into prominence and transformed a former state corrections facility into Michigan’s largest non-governmental transitional housing, offering new beginnings to those in need.

A former Army Officer, Munger’s commitment to service shines through his philanthropic work and innovative solutions in community development. His collaboration with the Salvation Army and Goodwill in a small town within American City has showcased an innovative approach to addressing homelessness, demonstrating the impactful change that results from combining compassion with action. This initiative, with Munger at the helm, has become a testament to the power of collaborative community efforts in making a tangible difference in people’s lives.

Listen to this inspiring Your Life. Your Legacy. episode with Robb Munger about his journey fighting homelessness.

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

● Robb highlights the importance of developing relationships with homeless individuals, citing that trust and connections are essential in providing effective support. He mentions, "When somebody knows that you care, they'll listen."

● The concept of transitional housing as a stepping stone between emergency shelters and permanent housing was discussed. Exodus Place provides a supportive environment for residents to develop skills for independent living while also offering workforce development and financial skill training.

● Robb explains, interacting with the homeless individuals at Exodus Place has had a profound impact on him personally. He shares how shocking it was to realize the struggles and challenges faced by the homeless, and how building relationships and trust with them has been key to their transformation.

Connect with Robb:

Website: http://www.robbmunger.com

Website: https://www.exodusplace.org/

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

Instagram: https://www.instagram.com/exodus.place.gr/

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

YouTube: https://www.youtube.com/channel/UCMrDXQpIbWhBJbOV-dhJQZA

Learn more about your ad choices. Visit megaphone.fm/adchoices

Heidi Rizkalla is a Certified Veterinary Practice Manager (CVPM) at Johnstown Veterinary Associates (JVA). She has been with JVA since 2013. Prior to working in the veterinary field, she taught English to high school students and later becoming the Director of Education for a non-profit organization that works with school districts across PA. Heidi believes that every opportunity, every position, every professional experience, every learned skill that someone has, helps to build on future endeavors. She is a firm believer that creating a culture that fosters compassion and empathy in all human interactions results in more favorable outcomes for patients and clients alike.

Listen to this informative Your Life. Your Legacy. episode with Heidi Rizkalla

about responsible pet ownership.

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

● Heidi stresses the importance of preventive measures such as spaying and neutering to reduce the likelihood of pets developing health issues like pyometra, mammary gland tumors, and behavioral problems.

● Heidi's passion for education shines through as she highlights the role of veterinary clinics in educating clients about responsible pet ownership. By sharing knowledge and promoting preventive care, clinics like Johnstown Veterinary Associates can make a significant impact on pet health and well-being.

● Heidi emphasizes that the legacy of a veterinary practice isn't just about providing medical treatment but also about how pets and owners are treated. By instilling values of empathy, compassion, and responsible pet care, clinics leave a lasting impact on their community and the well-being of animals.

Connect with Heidi:

www.johnstownveterinary.com

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve.

About Stephen Kirschenbaum:

Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steve focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses.

He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations.

Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to:

● Grasp the significance of immediate estate planning for your future security.

● Personalize your estate plans tailored to your unique needs.

● Appreciate the role of expert collaboration in building a complete estate plan.

● Gain insight into special considerations during estate planning from a Jewish viewpoint.

● Discover the power of creativity in finding solutions to estate planning challenges.

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

● Immediate Estate Planning Significance

Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure.

● Personalized Estate Plans

Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly.

● Expert Collaboration in Estate Planning

Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning.

“Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.”

- Stephen Kirschenbaum

Connect with Stephen:

Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/

https://www.ghplaw.com/

LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/

About your guest host, Steven H. Step:

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steve lives in the San Fernando Valley area of Los Angeles with his wife and their daughter.

Connect with Steven:

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

Kera, a seasoned martial artist with over three decades of experience, serves as a co-owner at Lake Zurich Family Martial Arts. Transitioning from being a middle school math teacher to a career in martial arts on her father's recommendation, she has a unique perspective on the topic of choosing a martial arts school. Kera believes in the importance of personal preference and individual fit, stating that there is no one-size-fits-all answer. Her perspective stems from her belief that factors such as the size of the school, the teaching style, and the activities offered should be considered. She recommends visiting potential schools to evaluate if they feel comfortable and exciting. Kera values a diverse approach to martial arts, suggesting that exposure to a variety of styles can prevent boredom and promote a more comprehensive understanding of self-defense techniques.

Listen to this informative Your Life. Your Legacy. episode with Kera Radke about community and martial arts.

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

● Kera highlights the value of experiencing a variety of techniques to prevent feeling out of place when transitioning between schools, emphasizing the need for a holistic understanding of martial arts.

● Kera stresses the significance of practical self-defense techniques tailored to real-life scenarios, underscoring the importance of being prepared to protect oneself in various situations.

● Kera explains the significance of building a strong community network through involvement in local activities and collaborations with businesses to create a supportive environment for personal growth and business success.

Connect with Kera and Zurich Family Martial Arts:

www.LZFMA.com

https://www.facebook.com/lzfma/

https://www.instagram.com/lzfma/

Learn more about your ad choices. Visit megaphone.fm/adchoices

A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on outdated or misleading information available on the internet.

About Karen Buelterman:

Karen Buelterman works with Arbor Financial Group. She is committed to taking great care of people who are looking to buy or refinance a home. Karen has been in the mortgage industry since 2001 and has extensive knowledge in mortgage financing. She offers a vast array of products to fit almost every need while providing customized service.

Karen communicates well and goes out of her way to make herself available to meet or discuss all options. She acts as a financial bridge that helps families achieve stability and security through home ownership.

She has traveled to 37 countries and she uses this experience to help all clients of various backgrounds feel comfortable with her and the lending process to achieve their financial and mortgage dreams. She lives in San Diego with her husband and her white lab Devon. Working as a loan officer and helping someone become a homeowner is the most rewarding work she has ever done.

Listen to this informative Your Life. Your Legacy. episode with Karen Buelterman where she shares how to:

● Discern how effective communication can streamline your mortgage proceedings.

● Decipher the significance of trusting your mortgage loan specialist as an advisor.

● Grasp the importance of staying relevant with updated guidelines in the mortgage realm.

● Realize the immense value referrals can bring from prior clients and fellow professionals.

● Explore the multiple channels of communication open with a mortgage loan specialist.

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

● Learn About Shifting Trends

Karen keeps her finger on the pulse of the industry, providing clients with the most accurate and current information.

● Discover Crucial Guidance

When working with Karen, clients can expect guidance that is based on up-to-date industry practices and regulations.

● Gain Expert Insights

Getting a mortgage is a complex process, and having an expert like Karen Buelterman guide you can be a game-changer.

“I make sure that I go to the ends of the earth for my clients... to make sure that everybody gets what they want. But communication is key, really. ”

- Karen Buelterman

Connect with Karen:

LinkedIn: https://www.linkedin.com/in/karen-buelterman-27352724/

Website: https://arborfg.net/mortgage-brokers/lo/karen-buelterman/

About your guest host, Rod Hatley:

The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview

Learn more about your ad choices. Visit megaphone.fm/adchoices

Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren't forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy.

Beth is passionate about estate planning because she's seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother's ownership to her family's partnership ownership. The mistake was discovered 5 years after her mother's passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It's very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches!

Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to:

● Explore the importance of estate planning in preserving your legacy.

● Discern common pitfalls in estate planning and ways to avert them.

● Master the art of planning for special needs children and setting up special needs trusts.

● Become aware of integrating charitable donations into your estate plans for communal benefit.

● Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills.

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

● Significance of Estate Planning

This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes.

● Common Missteps in Estate Planning

Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues.

● Planning for Special Needs Children

Planning for special needs children presents unique challenges, requiring parents to think about their child's care long after they're gone.

“Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.”

- Beth Handwerker

Connect with Beth:

Website: https://www.jamesinvestment.com/

LinkedIn: https://www.linkedin.com/company/james-investment

Email: [email protected]

X (Twitter): https://twitter.com/JamesInvt

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

About your guest host, J. Diane Robinson:

J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients' unique needs are met.

Connect with J. Diane:

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

Ross Dietrich, managing Partner of Price Kong, has over 20 years of accounting experience. He is a certified public accountant licensed in Arizona, Florida, Michigan, and New York. Ross focuses on providing attest services, which encompass audits, reviews of financial statements, and compilations. He has performed hundreds of financial statement and employee benefit plan audits during his career. Ross is also experienced in the areas of tax, accounting, business consulting, and succession planning, and has participated as an expert witness for several lawsuits to provide testimony on accounting matters.

Ross’s clients represent a wide range of industries and businesses, including construction, cannabis, financial, legal, governmental, closely-held businesses, and non-profit. He is a member of the Arizona Society of CPAs (ASCPA) and the American Institute of Certified Public Accountants (AICPA). Outside of the office, Ross enjoys golfing, bowling, church activities, and spending time with his wife and five children.

Ross earned a B.B.A. in Accounting from the University of Michigan. Prior to joining Price Kong, Ross worked in public accounting with another Arizona firm for seven years.

Listen to this informative Legacy Leaders episode with Ross Dietrich where he shares how to:

● Unfold the hidden depths of the accounting profession and unlock unexpected opportunities in the field.

● Master the essential financial knowledge that empowers small businesses to maximize their growth potential.

● Formulate customized solutions designed to resonate with your clients' individual requirements.

● Identify the winning strategy for attracting and retaining high-caliber employees who are committed to your business's success.

● Establish the framework for building a positive work culture that breeds enthusiasm and motivation among team members.

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

● Business owners may encounter various misconceptions and challenges when it comes to financial management. Addressing these misconceptions head-on and acquiring expert guidance can lead to more precise financial decisions, resulting in overall business growth.

● A positive work culture fosters productivity, encourages innovation, and builds a strong team that shares common goals.

● By taking control of their financial situation, entrepreneurs can avoid common pitfalls, maintain steady growth, and secure a strong financial future for their business

“Most people are really good at what they do in their business. Generally, they're not really good business people in a sense that they just don't know the numbers. That's what I do. ”

- Ross Dietrich

Links Mentioned:

https://www.pricekong.com/ (Price Kong Website)

Connect with Ross Dietrich:

LinkedIn: https://www.linkedin.com/in/gary-ross-dietrich-cpa-b2a0b44/

Email: [email protected]

Price Kong Contact Information:

5300 N. Central Ave #200 Phoenix, AZ 85012

(602) 776-6300

(602) 279-4537

[email protected]

Learn more about your ad choices. Visit megaphone.fm/adchoices