Episodios

  • Ep 171: Legacy Building through Wealth Preservation Strategies

    Ep 171: Legacy Building through Wealth Preservation Strategies
    Jul 31 2024
    Mark B. Murphy, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigenerational wealth through personalized strategies, leveraging his strategic planning and financial engineering expertise. Forbes has ranked him as the #1 financial security professional in NJ and #15 nationwide. Additionally, his book, The Ultimate Investment, is a #1 bestseller and new release on Amazon. Listen to this informative Legacy Leaders episode with Mark Murphy about legacy building and wealth preservation. Here is what to expect on this week’s show: ● Mark emphasizes the importance of having cash confidence as the foundation of financial success. He highlighted that having enough cash to withstand downturns is crucial for businesses and individuals to thrive. ● Mark's second tip revolves around investing in your "money machine." Whether it's your business or personal development, allocating resources to enhance your core assets is key to sustainable growth. ● Mark stresses the significance of maintaining a diversified portfolio comprising both income-generating assets (paychecks) and assets for spending and saving (play checks). This dual approach to asset allocation not only ensures financial freedom but also lays the groundwork for multi-generational wealth creation. Connect with Mark: Website: https://markbmurphy.com / https://www.northeastprivate.com Facebook: https://www.facebook.com/mark.murphy.58323 / Facebook: https://www.facebook.com/NortheastPrivateClient/ Instagram: https://www.instagram.com/mark_b_murphy LinkedIn:https://www.linkedin.com/in/mark-b-murphy-813b105 LinkedIn: https://www.linkedin.com/company/northeast-private-client-group 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
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    33 m
  • Oscar Quesada: Mutual Success through Structured Client Collaboration

    Oscar Quesada: Mutual Success through Structured Client Collaboration
    Jul 29 2024
    Oscar Quesada is the owner at Lifedge. After seeing so many people being ripped off by marketers who charge thousands of dollars for strategies that don’t even work, he decided to do something about it. Oscar became Certified in the StoryBrand 7-Part Framework which helps companies eliminate confusion and communicate clearly with their customers so they can grow their businesses. As a StoryBrand Certified Guide, I am trained and licensed by StoryBrand to create marketing collateral for customers using the StoryBrand 7-Part Framework. By using the power of story you will engage your customers like never before and drive more revenue for your company. Listen to this informative Legacy Leaders episode with Oscar Quesada about client collaboration. Here is what to expect on this week’s show: ● Oscar emphasized the necessity of staying abreast of marketing trends and technologies, given the rapid changes in algorithms and the incorporation of AI. Businesses need to embrace a culture of experimentation to find what works best for their unique offerings and target audience. ● Understanding client needs and providing customized solutions through clear communication is crucial for successful marketing outcomes. Building strong personal relationships with clients fosters trust and loyalty, enhancing business growth and client satisfaction. ● Having a well-thought-out marketing strategy and a strong online presence are essential for businesses to remain competitive. Oscar debunked the misconception of expecting immediate results without proper planning, emphasizing the importance of a structured framework encompassing visions, goals, plans, and scorecards for alignment and accountability in client partnerships. Connect with Oscar: Website: https://lifedge.online Facebook: https://www.facebook.com/lifedgellc Instagram: https://www.instagram.com/lifedgellc Lifedge LinkedIn:https://www.linkedin.com/company/lifeedge/ Personal LinkedIn: https://www.linkedin.com/in/osqueza/ With your Hosts 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 environmentwhich 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 clientsplan 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. Connect with James: Website: https://mooreandkerbawy.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 m
  • Dr Bruno Roque Cignacco: Human Values in Business: Impact on Employee Satisfaction

    Dr Bruno Roque Cignacco: Human Values in Business: Impact on Employee Satisfaction
    Jul 24 2024
    Dr Bruno Cignacco (PhD) is a TEDx speaker, researcher, and business consultant. For over 30 years, he has advised and trained hundreds of companies on international marketing and other business topics. He is a university professor at several institutions in UK. He is a Senior Fellow of the Higher Education Academy (HEA - UK). His new book is titled "The Art of Compassionate Business" (2nd Edition, Routledge). Listen to this informative Legacy Leaders episode with Dr Bruno Cignacco about employee satisfaction. Here is what to expect on this week’s show: ● Bruno stresses treating all stakeholders, including employees, customers, suppliers, and the community, with empathy and respect. Building strong, mutually beneficial relationships can lead to increased support and cooperation. ● Bruno encourages acts of generosity and gratitude within the workplace to boost employee morale, drive innovation, and reduce stress levels. A culture of giving back can create a positive work environment and improve overall well-being. ● Bruno recommends incorporating the three elements of the triple bottom line - profit, people, and planet - into your company's mission. By balancing economic goals with social and environmental considerations, employees can feel a sense of purpose and contribution beyond just financial success. Connect with Bruno: Website: https://brunocignacco.com/ Book "The Art of Compassionate Business" www.routledge.com/9781032445427 Linkedin: https://www.linkedin.com/in/dr-bruno-roque-cignacco-sfhea-0609317/ 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
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    27 m
  • Steven Step: Creating Personal Financing: The Bank on Yourself Strategy

    Steven Step: Creating Personal Financing: The Bank on Yourself Strategy
    Jul 22 2024
    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 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 250 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. Listen to this informative Legacy Leaders episode with Steven Step about personal financing. Here is what to expect on this week’s show: ● Stephen emphasizes the importance of steering clear of risky market investments and instead focusing on safe, tax-efficient ways to grow your wealth. ● Stephen highlights that the best clients are those who understand the significance of saving a portion of their income in secure, tax-free avenues rather than treating the market as a gamble. ● Stephen's dedication to helping clients preserve family values and support charitable causes underscores the importance of legacy planning to create a lasting impact beyond one's financial assets. Connect with Steven: LinkedIn: https://www.linkedin.com/in/stevenstep/ 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: 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
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    19 m
  • Richard Kerbawy: Value-based Estate Planning for Generational Impac

    Richard Kerbawy: Value-based Estate Planning for Generational Impac
    Jul 17 2024
    \Richard Kerbawy has served the Mid-Michigan community for more than four decades. He was an Assistant Ingham County Prosecuting Attorney for four years before being appointed Chief Attorney Referee for the Ingham County Circuit Court Family Division, where he heard abuse and neglect, delinquency and custody cases for 23 years. He has decades of serving as faculty for the Michigan Supreme Courts Judicial Institute, Lansing Community College’s Police Academy, the State Court Administrators Office and Children’s Charter for the Courts of Michigan. Richard has also served on the Board of Director’s of the Boys and Girls Club of Lansing for over 38 years as well as many other community boards. Richard will serve your legal needs. Listen to this informative Legacy Leaders episode with Richard Kerbawy about estate planning for the generations. Here is what to expect on this week’s show: ● Richard highlights that having a lot or having a little should not dictate the quality of planning put into protecting assets and family members. Estate planning is crucial for everyone, as it allows for assets to be distributed according to one's wishes and helps pass down values and wisdom to future generations. ● Drawing from his courtroom experiences, Richard preaches a gospel of choice, encouraging individuals to make responsible decisions for themselves and their families. He emphasized that people have the ability to take charge of their lives, make powerful decisions, and avoid legal complications, which aligns with the essence of estate planning. ● Richard and Katie Beth agree that having an estate plan is essential, as without one, the government may decide where assets go. Katie Beth addresses the importance of early and thorough planning to protect heirs, pass down values, and positively impact families for generations to come. Connect with Richard: Website: www.mooreandkerbawy.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
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    26 m
  • Ethical Selling Practices: Catering to Different Needs & Budgets

    Ethical Selling Practices: Catering to Different Needs & Budgets
    Jul 15 2024
    Justin Janowski has helped hundreds of coaches build their dream businesses from the ground up. Driven by his faith, he founded Faith2Influence to help people learn what it takes to turn coaching into a profitable business venture. Justin has guided Christian and non-Christian coaches alike through the rewarding process of optimizing business models, pricing, and sales strategies so that they can scale their income alongside their impact. He has a passion for sharing this process with emerging Entrepreneurs to help them simplify and grow their businesses the right way. Listen to this informative Legacy Leaders episode with Justin Janowski about ethical selling practices. Here is what to expect on this week’s show: ● Justin emphasizes the importance of emotional preparation as the first step in his process. He suggests having a ritual to get into a peak emotional state before a sales call, believing that emotions are contagious and can impact the outcome of the conversation. ● A significant highlight of Justin's approach is pre-framing the conversation. By setting clear expectations and gaining consent to sell, Justin creates a transparent and professional atmosphere that puts both parties at ease. ● Justin's philosophy on sales is encapsulated in his quote, "I'm a champion for high integrity sales." He envisions transforming the culture of sales from a negative connotation to one of integrity and enjoyment. Connect with Justin: ● Website: www.faith2influence.com ● Facebook - www.facebook.com/groups/f2ichallenge ● LinkedIn - https://www.linkedin.com/in/justinjanowski 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
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    28 m
  • Darin Davis: Taking Control: From Employee to Entrepreneurial Success Story

    Darin Davis: Taking Control: From Employee to Entrepreneurial Success Story
    Jul 10 2024
    Darin is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He is an active managing partner at Presario Ventures and recently founded Club Capital to further address investor requirements for capital growth and cash flow. Listen to this informative Legacy Leaders episode with Darin Davis about entrepreneurial success. Here is what to expect on this week’s show: ● Darin encourages young entrepreneurs to take the leap into entrepreneurship even if they feel uncertain. His own journey began with a pivotal moment of realizing the need for a change and embarking on a path of self-discovery. ● Through his experience of having to step away due to personal circumstances, Darin stresses the importance of having the right people and procedures in place to ensure business continuity even in unforeseen situations. ● Investing outside traditional markets, such as in multifamily housing, can offer opportunities for growth and diversification. Darin advocates for financial education and initiatives that empower individuals through affordable housing solutions. Connect with Darin: Linkedin: https://www.linkedin.com/in/davisdarin/ Facebook: https://www.facebook.com/profile.php?id=61555027193762 Instagram: https://www.instagram.com/clubcapitalco/ YouTube: https://www.youtube.com/@ClubCapitalCo 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
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    22 m
  • Ben Hockema: Revolutionizing Financial Planning for Diverse Clients

    Ben Hockema: Revolutionizing Financial Planning for Diverse Clients
    Jul 8 2024
    Ben Hockema, the WSJ and NYT-featured founder of Illuminate Wealth Management, is passionate about sharing his expertise with anyone serious about making better financial decisions. He works with couples and families on their full financial picture; everything from cash flow and paying for education to saving and investing for big goals such as retirement, to individual and small business tax planning so that their clients can gain clarity and develop a path that is unique to their own goals, hopes and dreams. Listen to this informative Legacy Leaders episode with Ben Hockema about financial planning for diverse clients. Here is what to expect on this week’s show: ● Ben stresses the importance of getting to know clients on a deeper level, fostering trust and vulnerability in the financial planning process. ● For younger clients, the emphasis is on cultivating healthy financial habits such as saving and managing expenses rather than solely focusing on investments. ● Ben explains, Illuminate Wealth Management offers a diverse range of investment options tailored to individual needs, ensuring that portfolios align with clients' risk tolerance and financial objectives. Connect with Ben: Website: https://www.illuminatewm.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
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    23 m