Episodes

  • Strategic Expansion: Fund, Acquire, Consolidate, Exit Methodology

    Strategic Expansion: Fund, Acquire, Consolidate, Exit Methodology
    Jan 24 2025
    Legacy Leaders with Katie Beth Hand and Stan Miller with David. B Horne is an expert in fundraising, business growth and mergers and acquisitions. He is the founder and CEO of Add Then Multiply, a consultancy which helps business founders to grow fast, and Funding Focus, a social enterprise which aims to level the uneven playing field that female and underrepresented entrepreneurs face when raising capital. Listen to this informative Legacy Leaders episode with David. B Horne about strategic expansion. Here is what to expect on this week’s show: David explains the "FACE" methodology—Fund, Acquire, Consolidate, Exit—which serves as a strategic guide for businesses looking to expand. David stresses the importance of cultural integration during acquisitions to minimize toxicity and effectively manage emotional attachments within acquired companies. David highlights the significance of proactive relationship-building with investors and thorough preparation for a successful business exit. Connect with David B Horne: Website: https://addthenmultiply.com/ LinkedIn: https://www.linkedin.com/in/david-b-horne/ 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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    38 mins
  • Episode 68: Preserving Memories: The Art of Digital Preservation

    Episode 68: Preserving Memories: The Art of Digital Preservation
    Jan 9 2025
    Haleh Shoa is the founder and CEO of Picturli, a photo organization, curation, archiving and design studio that helps families, individuals and businesses transform their photo mess into one sortable digital library. Haleh and her team meticulously organize their client’s entire photo collections into a sortable and searchable Photo Archive that is secure, easily shareable. Haleh firmly believes that our family histories and personal memories are some of the most valuable treasures we can have and that preserving and sharing them is essential for future generations. Listen to this informative Your Life. Your Legacy. episode with Haleh Shoa about preserving memories. Here is what to expect on this week’s show: Haleh explains, when choosing a service to digitize your memories, it's crucial to inquire about the technical details of the scanning process. Ensuring that the scanning is done at a high standard, and organizing files chronologically can make a significant difference in the accessibility and longevity of your digitized memories. Picturli’s approach begins with building a family tree, gathering information on significant dates and events to organize photos and videos in a meaningful and coherent manner. This step not only aids in preserving memories but also helps future generations connect with their family history. Not only does Picturli digitizing photos and videos, Haleh explains they also offers services to create custom photo books and video montages, allowing families to showcase and share their memories in a personalized and creative way. Connect with Haleh: Website: https://www.picturli.com LinkedIn: https://www.linkedin.com/in/halehshoa/ Facebook: https://www.facebook.com/picturli/ Instagram: https://www.instagram.com/picturli/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    28 mins
  • Episode 67: Setting Boundaries with Kindness and Honesty in Conflict Resolution

    Episode 67: Setting Boundaries with Kindness and Honesty in Conflict Resolution
    Dec 19 2024
    Amy Armstrong is a pioneer in the arena of conflict resolution for families, businesses, and schools. She founded of The Center for Family Resolution (CFR) in Columbus, Ohio, and uses coaching to break through entrenched polarization, power imbalances and divisiveness. Her vision expanded to coach education to inspire coaches everywhere to use their coach skills to make a huge impact for good. Listen to this informative Your Life. Your Legacy. episode with Amy Armstrong about conflict resolution. Here is what to expect on this week’s show: ● Amy highlights how being truthful and kind in communication can positively impact relationships. ● Amy discusses the power of offering choices in conflict resolution to create a sense of safety and empowerment. ● Amy emphasizes the importance of acknowledging and validating individual needs during conflicts. Connect with Amy: LinkedIn: https://www.linkedin.com/in/coachamyarmstrong/ Instagram: https://www.instagram.com/amyarmstrong_conflict_free/ TIkTok: https://www.tiktok.com/@amyarmstrongconflictfree 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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    31 mins
  • Empowering Communities: The Impact of Atmospheric Water Generators

    Empowering Communities: The Impact of Atmospheric Water Generators
    Dec 5 2024
    Jeff Szur, Chief Operations Officer, Altitude Water a leading manufacturer and installer of several types of Atmospheric Water Generators (AWG’s) from residential and light commercial machines to heavy duty military-grade machines that produce water anytime, anywhere. Jeff is widely respected for his vast knowledge and skill in creating pure water in which he has decades of experience. Listen to this informative Your Life. Your Legacy. episode with Jeff Szur about clean water. Here is what to expect on this week’s show: Jeff highlights the importance of tapping into the natural water cycle and the purity of water when it transitions from gas to liquid form. Jeff discusses Altitude Water's projects, particularly in regions like Africa, focus on community involvement and education. Jeff explains AWGs (atmospheric water generators) play a crucial role in disaster relief efforts by providing access to clean water in emergency situations. Connect with Jeff: Website: https://altdwater.com/ Instagram - @altdwater X - @altdwater FB - Altitude Water LinkedIn - Altitude Water YouTube - @altitudewater8407 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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    40 mins
  • Adam Landsman: Purpose-Driven Business Initiatives Making a Difference

    Adam Landsman: Purpose-Driven Business Initiatives Making a Difference
    Nov 21 2024
    Adam Landsman is a seasoned executive with 20+ years of experience in SaaS and food-tech sectors, working for a variety of purpose-driven organizations. As former Head of Corporate Sales at Seamless (Grubhub), his work helped to facilitate its merger with Grubhub in 2013. Most recently, at CLEAR, Adam led strategic partnerships and enterprise sales efforts, contributing to its 2021 IPO. Currently, as SVP and Head of Growth at Sharebite, Adam spearheads growth initiatives for the mission-driven corporate meal benefits platform. His expertise spans startup scaling, partnership development, organizational leadership, and market expansion. Listen to this informative Your Life. Your Legacy. episode with Adam Landsman about purpose driven work. Here is what to expect on this week’s show: ● Adam discusses the role of food in fostering employee engagement and productivity. By providing meal benefits and encouraging communal dining experiences, companies can create opportunities for coworkers to bond over shared meals. ● Adam agrees the rise of purpose-driven work reflects a shift in mindset among younger generations. ● Adam explains Sharebite's vision to feed every worker in America stresses the need for organizations to prioritize the well-being of their workforce. Connect with Adam: LinkedIn: https://www.linkedin.com/in/landsman/ Website: https://sharebite.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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    22 mins
  • 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