Legacy Leaders

The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm.  Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy. 

  1. Strategic Philanthropy & Legacy Planning

    Jun 3

    Strategic Philanthropy & Legacy Planning

    Discover how strategic philanthropy can turn charitable giving into lasting family impact.Jaimi Cortes, founder of Core Philanthropic Strategies, joins Legacy Leaders to discuss how families, entrepreneurs, and advisors can create more intentional and meaningful giving strategies. With more than 20 years in philanthropy and nonprofit leadership, Jaimi helps clients align their values, wealth, and legacy through strategic charitable planning.In this episode, Rod Hatley and Jaimi explore donor-advised funds, family philanthropy, legacy giving, and why so much charitable capital remains unused. They also discuss how advisors and families can work together to create greater social impact while involving future generations in the giving process.Key Takeaways:● Strategic philanthropy matters: Intentional giving creates stronger long-term impact than reactive donations.● Donor-advised funds explained: DAFs provide tax-efficient charitable giving opportunities while allowing future grantmaking flexibility.● Family involvement strengthens legacy: Collaborative philanthropy can unite generations around shared values and causes.● Advisors play a key role: Estate planners and financial advisors can help clients align wealth planning with charitable goals.● Philanthropic capital should move faster: Large amounts of charitable funds remain inactive despite growing community needs.Connect with Jaimi:Website:  www.corphilanthropy.comNational Advisor Excellence Award Winner: DAF Giving SummitLinkedIn: https://www.linkedin.com/in/jaimi-cortes/With your Guest Host: Rod HatleyRod 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/rodneyhatleyNew boost Learn more about your ad choices. Visit megaphone.fm/adchoices

    20 min
  2. Divorce Financial Planning: How to Protect Your Money and Future

    May 20

    Divorce Financial Planning: How to Protect Your Money and Future

    Divorce is often the biggest financial decision of your life—and most people are unprepared for it. Melissa Pavone is a Certified Financial Planner and Certified Divorce Financial Analyst (CDFA), as well as the founder of Mindful Divorce Partners. With both professional expertise and a deeply personal “why,” she helps individuals navigate divorce with clarity, strategy, and long-term financial confidence. In this episode, Melissa breaks down why divorce should be approached as a holistic process—not just a legal one—and how emotional, financial, and strategic decisions all intersect. She shares how to avoid costly mistakes, the importance of building the right divorce team, and what most people overlook when rebuilding financially after separation. Key Takeaways:● Divorce is more than legal—it’s financial and emotional: A holistic, team-based approach leads to better long-term outcomes.● Emotional decisions can be expensive: Slowing down during high-stress moments helps prevent costly financial mistakes.● Financial clarity builds confidence: Understanding assets, liabilities, income, expenses, and credit is critical during divorce.● Post-divorce planning is essential: Updating estate plans, beneficiaries, and cash flow ensures long-term stability.● Communication around money matters: Open financial conversations can strengthen relationships and even prevent divorce. Connect with Melissa:www.mindfuldivorcepartners.comhttps://tidycal.com/mindfuldivorcepartnersNew boost Learn more about your ad choices. Visit megaphone.fm/adchoices

    33 min
  3. Advanced Planning: Protect Your Family & Finances

    May 6

    Advanced Planning: Protect Your Family & Finances

    Planning ahead isn’t about you, it’s about protecting the people you love.Kurt Haas, Advanced Planning Advisor at Mount Sinai Memorial Parks and Mortuaries, joins guest host Jeff Kritzberg to break down what advanced planning really means and why it matters. Drawing from both personal experience and professional insight, Kurt explains how pre-planning funeral arrangements can reduce emotional stress, prevent financial strain, and give families clarity during difficult times .This episode highlights the emotional and financial benefits of planning ahead, what goes into end-of-life arrangements, and how taking action now creates peace of mind for both you and your loved ones.Key Takeaways:● Plan ahead to reduce burden: Advanced planning removes emotional and logistical stress from loved ones during a difficult time.● Lock in costs early: Pre-planning helps avoid rising funeral expenses and allows flexible, interest-free payment options.● Know your options: From burial types to service details, planning ahead ensures your wishes are clearly defined and honored.● Peace of mind matters: Having arrangements in place allows families to focus on grieving and celebrating life, not making rushed decisions.● Start with a conversation: You don’t have to commit—simply learning your options is the first step toward protecting your family. Connect with Kurt:Website:  https://mountsinaiparks.org/ Email: khaas@mountsinaiparks.org Phone Number: (323) 769-1351 Learn more about your ad choices. Visit megaphone.fm/adchoices

    37 min
  4. Build a Passionate Workforce: 15 Leadership Pillars for Performance

    Apr 29

    Build a Passionate Workforce: 15 Leadership Pillars for Performance

    Nicholas Capman, CEO of the FDA Group and author of The Passionate Workforce, joins the Legacy Leaders Podcast to share his framework for building a culture where employees move from resentment to passion. Drawing from leadership experience and measurable workforce strategies, he explains how employers, not employees, create environments that drive engagement and performance.The conversation explores Capman’s 15-pillar model, the concept of work-life blend, measuring culture with simple scoring systems, and how leaders can unlock innovation by prioritizing employee passion. The episode also highlights how serving others, empowering teams, and focusing on leadership fundamentals can create both organizational success and personal fulfillment. Key Takeaways:● Employers create passion: Leadership and culture, not employees, determine whether teams operate with passion or resentment.● Work-life blend over balance: Flexibility and autonomy increase engagement, productivity, and retention.● Measure culture intentionally: Using simple scoring across leadership pillars helps track and improve workforce passion.● Passion drives innovation: Engaged employees proactively contribute ideas beyond their job descriptions.● Leadership starts with serving others: Genuine care for employees improves performance, culture, and long-term success.Connect with Nicholas:Book:  Amazon.com: The Passionate Workforce: How to Create and Maintain Maximum Employee Engagement eBook : Capman, Nicholas: Kindle StoreLinkedIn:  Nicholas Capman | LinkedInWith your Hosts: Stan MillerStan 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.Connect with Stan Miller:Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/Katie Beth HandKatie 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

    25 min
  5. The Emotional Side of Money

    Apr 1

    The Emotional Side of Money

    What if your biggest money problem isn’t your income—but your emotions? In this episode of Legacy Leaders, Stan and Katie Beth sit down with Shannon Ryan, Certified Financial Planner and author of Your Money Has Feelings. Together, they explore the emotional side of money and how mindset shapes financial decisions, sharing valuable insights and practical tips for listeners. Shannon draws from her 30+ years of experience to discuss money habits, generational beliefs, and hidden emotional “scar tissue”, offering actionable advice for anyone looking to build a healthier relationship with their finances. This episode is a must-listen for individuals, families, and professionals seeking financial clarity and long-term fulfillment, providing both knowledge and tools to navigate this important subject. Key Takeaways: ● Money is emotional: Your financial decisions are often driven by beliefs and habits formed early in life. ● Awareness is everything: Identifying your “money story” helps break unhealthy financial patterns. ● Wealth doesn’t equal peace: Financial stress and dysfunction exist at every income level. ● Alignment creates freedom: True financial success comes from aligning money with what matters most to you. ● Cash flow over “budgeting”: Understanding your real spending habits is more effective than restrictive budgeting. When you align your money with your values, not your fears, you unlock a more meaningful and fulfilling financial life. Connect with Shannon: Website:  https://shannon-ryan.com/ LinkedIn:  https://www.linkedin.com/in/theheavypurse/ X:  https://x.com/theheavypurse/ Facebook:  https://www.facebook.com/theheavypurse/ Instagram:  https://www.instagram.com/shannon.t.ryan/ YouTube:  https://www.youtube.com/theheavypurse Learn more about your ad choices. Visit megaphone.fm/adchoices

    34 min
  6. ADU Costs, Contractor Bids & Renovation Mistakes to Avoid

    Mar 11

    ADU Costs, Contractor Bids & Renovation Mistakes to Avoid

    Thinking about building an ADU but overwhelmed by costs, contractors, and the fear of a renovation nightmare? This episode will change how you approach the entire process.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Jon Grishpul, Co-CEO of GreatBuilds.com and MaxableSpace.com and an expert in ADU development and contractor vetting. Together, they explore the rapidly growing world of Accessory Dwelling Units (ADUs), sharing valuable insights and practical tips for homeowners. Jon draws from his extensive experience in construction, technology, and homeowner advocacy to discuss contractor selection, bid comparison, budgeting realities, and common renovation pitfalls, offering actionable advice for homeowners, investors, and families considering adding livable space to their property. This episode is a must-listen for anyone considering an ADU, planning a remodel, or wanting to avoid costly construction mistakes, providing both knowledge and tools to navigate this important investment.Key Takeaways:● Start with Regulations First: Before designing your dream space, understand your local and state ADU regulations to avoid costly redesigns and delays.● Understand True ADU Costs: ADUs often cost more than homeowners expect. Learn realistic pricing ranges, including permitting, design, and construction expenses.● Never Choose a Contractor Based on Price Alone: The lowest bid often leads to change orders and renovation nightmares. Proper bid comparison is critical.● Architects vs. Contractors — Know the Difference: Architects design what’s possible; contractors determine what it will cost. Align vision with budget early.● Leverage Technology to Level the Playing Field: Tools like Bid Compare AI help homeowners evaluate contractor bids clearly and confidently, reducing risk and stress.Quotes from Jon Grishpul:● “Architects are really good at telling you what’s possible. Contractors are really good at telling you what it’s going to cost.”● “If four bids are around $100,000 and one is $70,000, that contractor isn’t a magician — something is missing.”● “There’s a massive homeowner-contractor knowledge imbalance. My goal is to level the playing field.”Building an ADU can increase property value, generate rental income, and create flexible living space — but success depends on smart planning, realistic budgeting, and hiring the right contractor.Connect with Jon:Instagram:  https://www.instagram.com/maxablespace/Instagram:  https://www.instagram.com/greatbuildz/Facebook:  https://www.facebook.com/GreatBuildzPinterest:  https://www.pinterest.com/Maxable/YouTube:  https://www.youtube.com/@Maxable/videosWith your Hosts: Stan MillerStan 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.Connect with Stan Miller:Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/Katie Beth HandKatie 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

    40 min
  7. Empowering Small Businesses and Nonprofits with Tech

    Jan 28

    Empowering Small Businesses and Nonprofits with Tech

    What if technology could be the missing link between your mission and your full potential? In this inspiring episode, discover how digital innovation can fuel the impact of small businesses, nonprofits, and local governments. In this episode of Legacy Leaders, guest host Vance Bennett sits down with Brad Griffith, founder of Buckeye Innovation and expert in digital solutions for mission-driven organizations. Together, they explore how under-resourced organizations can harness the power of technology to amplify their reach and impact. Brad draws from his extensive experience to discuss the common challenges small teams face—like limited budgets and lack of digital expertise—offering actionable advice for leaders looking to scale their efforts without sacrificing mission or values. This episode is a must-listen for nonprofit leaders, small business owners, local government innovators, and social impact entrepreneurs, providing both knowledge and tools to navigate today’s digital landscape.Key Takeaways:● Technology as a Force Multiplier: Brad shares how digital tools can help organizations serve 10x more people—without 10x the resources.● From Mission to Scale: Learn how to take your passion-driven work and apply the right tech to expand your impact.● Avoiding Common Mistakes: Discover why “doing it yourself” can hurt more than help, and how to wisely invest in expertise.● The Role of Equity in Innovation: Brad discusses how technology can close opportunity gaps in underserved communities.● The Power of Collaborative Problem Solving: See how bringing in like-hearted (not just like-minded) people leads to more creative, inclusive solutions.Quotes from Brad Griffith:“I love finding a challenge, applying technology to it, and making people’s lives better.”“You can do good while doing well—business can be a tool for positive change.” “Our best clients don’t just want a website—they want to amplify their impact on the world.” 🔗 Conclusion:Technology, when paired with mission and empathy, can create exponential impact. To learn more or connect with Brad, visit BuckeyeInnovation.com or find him on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 min

Ratings & Reviews

5
out of 5
2 Ratings

About

The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm.  Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy. 

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