Episodes

  • Amanda Keith: Maximizing Retirement Income Through Reverse Mortgages

    Amanda Keith: Maximizing Retirement Income Through Reverse Mortgages
    Oct 24 2024
    Amanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assisting mature Americans aged 55 and over in leveraging the equity in their homes for a more secure retirement. She is well-versed in the intricacies of reverse mortgages and works closely with her clients to explore the various options available to them. With Amanda's expertise, clients can confidently navigate the complexities of reverse mortgages and make informed decisions about their retirement planning. Listen to this informative Legacy Leaders episode with Amanda Keith about What is a Reverse Mortgage? Amanda's Favorite and Most Challenging Aspects of Her Job, Ideal Clients and Loan Options, The Goal of Reverse Mortgages and Realtor Assistance with Reverse Mortgages. Here is what to expect on this week’s show: ● Gain valuable insights into how reverse mortgages can enhance your retirement planning strategy ● Discover Amanda Keith's expert advice on navigating the complexities of reverse mortgages for a secure retirement ● Learn how realtors can provide valuable assistance to clients considering reverse mortgages for their retirement plans ● Understand the importance of education in making informed decisions about reverse mortgages for retirement ● Access a valuable resource for comprehensive information on reverse mortgages to make well-informed choices Connect with Amanda Keith: Website: https://mutualreverse.com/lo/amanda-keith/ LinkedIn: https://www.linkedin.com/in/amanda-keith-cpa-mlo-3a052a9/ Facebook: https://www.facebook.com/amandakeithreversemortgage Instagram: https://www.instagram.com/amandaloansforseniors/ With your Guest Host: Rod Hatley Rod 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/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 mins
  • Katrina Lloyd: Falsetto: Empowering Fashion for a Cause

    Katrina Lloyd: Falsetto: Empowering Fashion for a Cause
    Oct 10 2024
    Katrina grew up in a small town in Delaware with two sisters and one brother, where her passion for creativity blossomed. Whether through drawing, composing songs, or sewing clothes, her heart soared when creating something new. After high school, Katrina pursued further education, earning a Bachelor’s Degree in Marketing and a Master’s Degree in Strategic Communication. In September 2017, Katrina’s life took a devastating turn when her sister was tragically murdered by her boyfriend. After years of healing from the loss, in June 2023, Katrina founded Falsetto The Label, a clothing and accessories brand primarily for women and girls, focused on empowerment. Falsetto The Label operates as a social enterprise, donating 20% of sales to domestic violence charities. The brand offers custom-designed t-shirts, hoodies, sweatshirts, kimonos, and accessories, with each design as unique as its customers. The brand's slogan, "Hit Your High Note," symbolizes that there are no limits to what one can achieve in life. Listen to this informative Your Life. Your Legacy. episode with Katrina Lloyd about recognizing the signs of domestic violence. Here is what to expect on this week’s show: ● Katrina highlights the importance of being aware of behavioral changes, isolation, and other red flags as indicators of domestic violence. ● Katrina emphasizes the need for a well-thought-out escape plan when leaving an abusive situation. Involving family, friends, and authorities can ensure the safety of the individual seeking to break free from the abusive cycle. ● Stan aptly points out, "We can take that tragedy and turn it into something positive." Katrina's dedication to honoring her sister's memory through Falsetto serves as a powerful example of channeling personal loss into meaningful action and support for others. Connect with Katrina: Website: https://falsettothelabel.com Instagram: https://www.instagram.com/falsetto_the_label?igsh=bWdvaTRpbGVzb3Mw&utm_source=qr Facebook: https://www.facebook.com/falsettothelabel?mibextid=kFxxJD LinkedIn: https://www.linkedin.com/in/katrina-a-lloyd-12299b2bb?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 mins
  • Alex Otte: Personal Tragedy: The Driving Force Behind MADD Advocacy

    Alex Otte: Personal Tragedy: The Driving Force Behind MADD Advocacy
    Sep 26 2024
    Alex Otte is not just a survivor; she is a beacon of hope and change. At the age of 13, Alex was struck by a boat driven by a drunk driver while she was on a jet ski. The crash left her with a traumatic brain injury, a broken neck, shattered femurs, and the loss of her right leg below the knee. Despite these devastating injuries, Alex has transformed her pain into purpose. As the former National President and current Regional Director of Mothers Against Drunk Driving (MADD), Alex Otte has dedicated her life to advocating for laws and initiatives that prevent impaired driving and boating. Her efforts have been instrumental in passing lifesaving legislation, including The HALT Act, which aims to end impaired driving with anti-drunk driving technology. Listen to this informative Your Life. Your Legacy. episode with Alex Otte about personal tragedy. Here is what to expect on this week’s show: ● Alex encourages listeners to get involved in supporting legislation like the HALT Act that can make a significant impact on road safety and reduce fatalities due to impaired driving. ● Understand that drinking and driving is a choice with far-reaching consequences beyond yourself. ● Organizations like MADD provide valuable resources and tools for engaging in conversations about responsible driving practices and raising awareness about the dangers of impaired driving. Connect with Alex: Website: https://madd.org/ Facebook: https://www.facebook.com/MADDNational/ Instagram: https://www.instagram.com/maddnational/ TikTok: https://www.tiktok.com/@maddnational Twitter: https://x.com/MADDNational LinkedIn: https://www.linkedin.com/company/mothers-against-drunk-driving/posts/?feedView=all Youtube: https://www.youtube.com/@MADDNational 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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    32 mins
  • LaNette Kincaide: Embracing the Power of Storytelling for Lasting Impact

    LaNette Kincaide: Embracing the Power of Storytelling for Lasting Impact
    Sep 19 2024
    Owner of I Write Writing Academy, LaNette Kincaide is a Christian author, Writing Coach, Certified Grief Coach and Social Media Strategist. I Write Writing Academy, LLC is a company that helps writers, aspiring authors and creatives write and share their stories in the form of a book. She is also a Marine wife, mother and grandmother who loves to write, cook and meet new people. She earned a Bachelor of Science Degree from Texas Wesleyan University and an Associate of Arts Degree from Tarrant County College. She is currently the Director of social media for both Tedx Manitou Springs and Colorado Hispanic Chamber. She was recently featured in Denver Voyage for her recent accomplishments. Her life and work beautifully encapsulate a journey of learning, resilience, and legacy-building. Listen to this informative Legacy Leaders episode with LaNette Kincaide about LaNette’s Book “Letters to Mom Writing to Heaven”, The Importance of Conversations About Death, The Purpose of the Writing Academy, Your Book as Your Legacy and Getting Prepared for the Future. Here is what to expect on this week’s show: ● Discover the critical role of storytelling in immortalizing a legacy ● Absorb the unique journey of grieving a mother's loss and find resonance in shared experience ● Realize empowerment through the power of sharing personal narratives, contributing to a more enduring legacy ● Grasp the essentiality of frank dialogues about end-of-life preparations and pragmatic aspects ● Acknowledge the necessity of anticipating unpredictability when dealing with legacies Connect with LaNette Kincaide: Website: https://www.writingcoachlk.com/ Facebook: https://www.facebook.com/WritingCoachLK/ LinkedIn: https://www.linkedin.com/in/writingcoachlk/ YouTube: https://www.youtube.com/c/WritingCoachLK Email: info@writingcoachLK.com LaNette’s Books: https://www.amazon.com/stores/LaNette-L-Kincaide/author/B07PMSJLSN?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true With your Guest Host: Karl Doug Hering Karl "Doug" Hering (CMA, CPRC, AAMS) is a financial planner with a passion for helping people achieve their dreams and plan their legacy. He has a background in consulting, corporate finance, and accounting. Karl is actively involved in his community through volunteering efforts, including mentoring with Working Fusion and serving on the Colorado Springs Chamber of Commerce finance committee. He's been happily married for almost 40 years and enjoys spending time outdoors and playing pickleball. Connect with Karl Doug Hering: Website: https://www.moneyconcepts.com/khering LinkedIn: https://www.linkedin.com/in/doughering/ Email: khering@moneyconcepts.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 mins
  • Kate Hufnagel: Proactive Steps in Estate Organization and End-of-Life Planning

    Kate Hufnagel: Proactive Steps in Estate Organization and End-of-Life Planning
    Sep 12 2024
    Kate Hufnagel is the Founder and CEO of The Digital WranglerTM. As an estate and legacy organizer, speaker, educator and coach, she helps inspires individuals to do the important work that nobody likes to talk about. After a mind-blowing 25-year career in big tech, Kate founded her business to put all her know-how and life experiences to work to make things easier for those left behind when the inevitable, or unexpected, happens. Kate loves educating people on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She is also a bonus mom of two adult children, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world. Listen to this informative Legacy Leaders episode with Kate Hufnagel about estate planning. Here is what to expect on this week’s show: ● Kate emphasizes the need for proactive steps in estate organization and encourages open discussions about end-of-life planning. ● Kate discusses the importance of estate planning and how it is crucial for protecting your financial legacy and ensuring your loved ones are taken care of ● Kate explains that managing digital subscriptions and accounts is crucial in our tech-driven world; and the importance of organizing your information and ensuring loved ones can access it when needed. Connect with Kate Hufnagel: Website: https://www.thedigitalwrangler.com Facebook: https://www.facebook.com/thedigitalwrangler LinkedIn: https://www.linkedin.com/in/kate-hufnagel/ YouTube: https://www.youtube.com/@thedigitalwrangler Instagram: https://www.instagram.com/thedigitalwrangler/ With your Guest Host Carol Eddy: Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory. At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now. Carol's ultimate objective extends beyond financial success; she aspires to guide women in crafting secure retirements and establishing enduring legacies for their families. Her advocacy, dynamic educational initiatives, and philanthropic contributions underscore her unwavering commitment to ensuring women not only succeed but thrive in their financial pursuits. Carol's devotion to women's financial well-being reflects her steadfast dedication to creating space for treasured moments with loved ones. Beyond her professional pursuits, she has served as a former board member of Two Roads Charter School and the Arvada Food Bank (Community Table). Her global impact extends to sponsoring students in Kenya and Haiti, exemplifying her commitment to empowerment on a broader scale. Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 mins
  • Dustin Nichols: Maximizing Exemptions for Asset Protection

    Dustin Nichols: Maximizing Exemptions for Asset Protection
    Sep 5 2024
    Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard their personal and business assets from potential liabilities. His in-depth knowledge of California's exemption statutes, including the enhanced homestead exemption, allows him to provide tailored strategies to protect his clients' interests. With a strong emphasis on due diligence and meticulous planning, he ensures that individuals and business owners can navigate the tumultuous legal climate with ease. By maximizing exemptions and offering innovative solutions like the PRT, Dustin has helped numerous clients achieve peace of mind and secure their financial future. Listen to this informative Legacy Leaders episode with Dustin Nichols about Strategies for Exemption Planning, Risks and Threats to Assets, Assessing Asset Protection Needs, Common Mistakes in Asset Protection and Exemption Planning, and the PRT. Here is what to expect on this week’s show: ● Discover the importance of exemption planning to safeguard your personal and business assets in California ● Learn how to utilize the Private Retirement Trust (PRT) as a powerful strategy for asset protection ● Understand the common risks and threats that can jeopardize your assets and how to protect against them ● Explore the legal methods and strategies available for exemption planning in California ● Gain insights from a real-life example showcasing the significant impact of exemption planning on asset protection Connect with Dustin Nichols: Website: http://www.dinapc.com/ LinkedIn: https://www.linkedin.com/in/dinapcpreservationplanning/ Email: DustinNicholsEsq@dinapc.com Phone: 949-240-1101 With your Guest Host: Rod Hatley Rod 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/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 mins
  • Jocelyn Margolin Borowsky: Estate Planning with Trusts 101

    Jocelyn Margolin Borowsky: Estate Planning with Trusts 101
    Aug 29 2024
    Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master's from New York University Law School. She reviews and prepares comprehensive estate plans, including wills, trusts, and advanced instruments such as spousal lifetime access trusts, asset protection trusts, and dynasty trusts. She also advises closely-held businesses, professionals, and executives on strategic tax planning, captive insurance, and family foundation creation. She provides counsel on trust administration, trust modifications, and the establishment of new Delaware trusts, including directed trusts and silent trusts. She represents clients in trust and estate litigation and handles tax-related disputes, including estate and gift tax audits. Her extensive expertise makes her a go-to resource for individuals and businesses seeking guidance in the complex field of trusts and estates. Listen to this informative Legacy Leaders episode with Jocelyn Margolin Borowsky about Importance of Proper Estate Planning, Types of Trusts for Unique Needs, IRA Charitable Rollover Contributions, Dealing with Disputes and Litigation and Benefits of Delaware Trusts. Here is what to expect on this week’s show: ● Explore the pivotal role of legacy planning in preserving familial and charitable wealth ● Unveil the crucial aspect of trusts in ensuring the continuity of family legacies ● Discover the variety of trusts available to cater to unique estate planning needs ● Learn tactical strategies to prevent potential disputes among heirs through effective estate planning ● Acquaint yourself with the extensive benefits and the inherent versatility offered by trusts in estate planning Connect with Jocelyn Margolin Borowsky: Website: https://www.duanemorris.com/ LinkedIn: https://www.linkedin.com/in/jocelyn-borowsky-a37211a/ Email: jmborowsky@duanemorris.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 Compliance401K 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/ Emails: jrobinson@ipfinancialservicesllc.com jrobinson@innovationpartnersllc.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 mins
  • Barbara Norman: Take Control of Your Financial Future

    Barbara Norman: Take Control of Your Financial Future
    Aug 22 2024
    Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.” She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s needs first. She is a graduate of UCSD, a Certified Financial Planner™, a Chartered Financial Consultant, and a Certified Divorce Financial Analyst. She is a professionally trained speaker and storyteller and enjoys taking on complex topics and making them easy to understand and relate to. Listen to this informative Legacy Leaders episode with Barbara Norman about Helping Divorced and Widowed Women, Embracing Transitions, The Importance of Charitable Planning in IRAs, Being a Trusted Advisor and The Complexity of Financial Planning. Here is what to expect on this week’s show: ● Discover the power of financial planning for divorced and widowed women to regain control and create a brighter future ● Unlock the secrets of strategic charitable planning for tax minimization and maximize your impact while saving money ● Become the go-to trusted financial advisor in your community and guide others towards financial empowerment ● Shed light on the lack of transparency in financial planning and gain the knowledge to make informed decisions ● Embrace the importance of education in financial decision-making and pave the way for a joyful life transition Connect with Barbara Norman: Website: https://www.sagepathsolutions.com/ LinkedIn: https://www.linkedin.com/in/barbara-norman-ceo-sage-path-solutions-cfp%C2%AE-chfc%C2%AE-cdfa%C2%AE-a7b83a29/ Instagram: https://www.instagram.com/sagemoneyconversations/ YouTube: https://www.youtube.com/@barbaranormancfp4490 Barbara’s Book: https://www.amazon.com/How-Happily-Divorced-Marriage-Wanting/dp/B0BV4LBS7C Email: bn@sagepathsolutions.com With your Guest Host: Rod Hatley Rod 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/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 mins