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Legacy Leaders

Legacy Leaders

Auteur(s): Stan Miller & Katie Beth Hand
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À propos de cet audio

 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.Copyright 2022 Your Life Your Legacy. Stan Miller & Katie Beth Hand. All Rights Reserved. Développement commercial et entrepreneuriat Entrepreneurship Gestion et leadership Économie
Épisodes
  • Christy Farnbauch: Building a Legacy Through Theater

    Christy Farnbauch: Building a Legacy Through Theater
    Nov 19 2025
    🎭 What happens when a historic theater reinvents itself to build empathy and serve its community in bold new ways? This episode dives into the transformative power of the arts and leadership behind the scenes.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Christy Farnbauch, Executive Director of The Contemporary Theatre of Ohio and longtime arts administrator. Together, they explore the reinvention of a legacy arts organization, sharing valuable insights and practical tips for listeners. Christy draws from her extensive experience in arts leadership to discuss navigating change, leading with empathy, and building sustainable arts ecosystems, offering actionable advice for nonprofit leaders, creatives, and aspiring change-makers. This episode is a must-listen for anyone interested in leadership, community impact, and the future of the arts, providing both knowledge and tools to navigate this important subject.🎧 Key Takeaways:● 🎭 Rebranding with Purpose: Why CATCO became The Contemporary, and how mission-driven branding fosters clarity and growth.● 💡 Leadership in Times of Crisis: How Christy stepped into leadership the day the theater shut down, and rebuilt with resilience.● 🧠 The Power of Empathy: Why storytelling in theater is a powerful tool for building emotional intelligence and social cohesion.● 💼 Behind the Curtain: Understanding the difference between presenting and producing — and why that distinction matters.● 🌱 Creating Opportunity: How building the local arts ecosystem can lead to sustainable careers for creatives in Columbus and beyond.🗣️ Quotes from Christy Farnbauch:● "It's my job to clear the path so artists can do their very best work."● "You can only go up — that’s been the theme of my leadership journey."● "Telling stories rooted in the current moment builds empathy — and empathy changes communities." 🔗 Conclusion: Whether you're in the arts, leadership, or community development, Christy's insights offer a blueprint for resilience, reinvention, and real impact. Don’t miss this inspiring conversation. Connect with Christy:Website: thecontemporaryohio.org Learn more about your ad choices. Visit megaphone.fm/adchoices
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    37 min
  • Wallis Tsai: Life Insurance: Truth vs. BS

    Wallis Tsai: Life Insurance: Truth vs. BS
    Nov 12 2025
    Are you getting honest advice about life insurance—or just a polished sales pitch? In a financial world filled with noise, it's crucial to separate fact from fiction when protecting your family’s future. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Wallis Tsai, founder and CEO of AboveBoard Financial and a seasoned insurance expert. Together, they explore the truth vs. BS in life insurance, sharing valuable insights and practical tips for listeners. Wallis draws from her extensive experience at Goldman Sachs and AboveBoard to discuss how to evaluate insurance products honestly, offering actionable advice for families, financial professionals, and estate planners. This episode is a must-listen for anyone seeking clarity in an often-confusing industry, providing both knowledge and tools to navigate this important subject with confidence. Key Takeaways: ● 💡 Know the "Why" Behind the Policy: If you can’t see the reasoning behind the recommendation, it might not be right for you. Ask for the homework. ● ⚠️ Spotting Sales Pitches: Learn to recognize red flags in life insurance recommendations, especially when no alternatives are discussed. ● 📊 Analyze Like a Pro: Insurance choices are more analyzable than most people think—if someone can’t explain the downside, beware. ● 🧓 Long-Term Care Risks: Health crises later in life can destroy financial plans—early preparation is essential. ● 👨‍👩‍👧‍👦 Planning for the Family: Insurance is about more than numbers—it's about reducing emotional and financial stress for loved ones. Quotes from Wallis Tsai: ● "If your analysis always concludes that insurance is awesome, I’d suggest that’s not really analysis." ● "We vehemently reject the 'have a hammer, see a nail' mentality that plagues insurance." ● "I want to create a safe harbor for people to navigate insurance decisions proudly and confidently." 🔗 Conclusion: This episode is a powerful reminder that with the right analysis and honest guidance, insurance can be a tool—not a trap—in building and protecting your legacy. Connect with Wallis: Website: https://www.aboveboardfinancial.com/ LinkedIn: https://www.linkedin.com/in/wallis-tsai-31622a1/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 min
  • Peter May and Ross Rubin: DSTs and 1031 Exchanges for Real Estate Tax Deferral

    Peter May and Ross Rubin: DSTs and 1031 Exchanges for Real Estate Tax Deferral
    Nov 5 2025
    Discover how savvy real estate investors are deferring massive tax bills using little-known strategies—and why most professionals still haven’t heard of them. In this episode of Legacy Leaders, guest host Rod Hatley sits down with Peter May and Ross Rubin, co-founders of DST Sherpa and 1031 Sherpa, experts in real estate tax deferral and estate planning. Together, they explore the power of Delaware Statutory Trusts (DSTs) and 1031 exchanges—tools that can help real estate owners defer capital gains, reduce tax burdens, and create smoother succession plans. Peter and Ross draw from decades of legal, tax, and business experience to discuss the often-overlooked opportunities in DSTs, offering practical guidance for CPAs, estate planning attorneys, realtors, and real estate investors. This episode is a must-listen for anyone advising or owning real estate, providing both education and strategy to make smarter, tax-efficient decisions. Key Takeaways:● 🏢 DST 101: What a Delaware Statutory Trust is and how it enables 1031 exchange eligibility.● 💰 Massive Tax Savings: How DSTs can help clients defer up to 30–40% in capital gains, depreciation recapture, and more.● 🧩 Client Suitability: Who qualifies for DSTs and why professionals like CPAs and attorneys are key partners in the process.● 🛡️ Backstop Strategy: Why DSTs offer critical protection when traditional 1031 exchanges fall through.● 🧠 Planning Early Pays Off: Why engaging in DST planning before selling real estate leads to the best outcomes. Quotes from Peter May and Ross Rubin:● "We're not selling—we're solving. And DSTs are one of the best-kept solutions in real estate tax planning."● "It’s not a loophole. It’s legislative grace—a lawful way to defer taxes using the tools Congress provided."● "Tell me about your real estate—that one question can open the door to massive planning opportunities." 🔗 Conclusion:Whether you’re a professional advisor or real estate owner, this episode offers actionable insight into using DSTs and 1031 exchanges to protect wealth and preserve legacies. To learn more or connect with Peter and Ross, visit dstsherpa.com or 1031sherpa.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 min
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