Rephonic
Artwork for Legacy Leaders
Estate Planning
Financial Planning
Legacy
Probate
Leadership
Retirement Planning
Artificial Intelligence
Trusts
Divorce Financial Planning
Briarwood Sporting Club
Buckeye Innovations
Technology
Columbus
Delaware Statutory Trust
1031 Exchange
Education
Vistage
Family Law
Yoder Real Estate
Real Estate

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 sh... more

PublishesTwice monthlyEpisodes258Founded4 years ago
Categories
ManagementBusiness

Listen to this Podcast

Artwork for Legacy Leaders

Latest Episodes

Thinking about aging care before a crisis can make all the difference.

Sarah Barker is the Founder and CEO of Connect Our Elders, a national senior care navigation and consulting organization that helps older adults and their families understand car... more

YouTube

Estate planning mistakes can create years of family conflict — but most of them are preventable.

Don Ford is a board-certified probate and estate attorney and managing partner at Ford + Bergner. With decades of experience in estate planning, trusts... more

YouTube

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 a... more

YouTube

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. ... more

YouTube

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... more

YouTube

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 measu... more

YouTube

What It’s Really Like to Be a Trial Lawyer (And How to Win Cases)

Drew Sherman is an award-winning civil litigation attorney with Mashian Law Group in Los Angeles, known for handling complex business disputes, trials, and high-stakes cases. With over... more

YouTube

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 ... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host

Similar Podcasts

People also subscribe to these shows.

The Daily
The DailyThe New York Times

Recent Guests

Sarah Barker
Founder and CEO of Connect Our Elders
Connect Our Elders
Episode: Sarah Barker :How to Navigate Senior Care: Expert Advice for Aging Parents and Family Caregivers
Don Ford
Board certified probate and estate attorney, managing partner at Ford & Bergner
Ford & Bergner
Episode: Don D. Ford III: Estate Planning Mistakes That Destroy Families
Jaimi Cortes
Founder of Core Philanthropic Strategies
Core Philanthropic Strategies
Episode: Jaimi Cortes: Strategic Philanthropy & Legacy Planning
Melissa Pavone
Certified financial planner, CDFA, founder of Mindful Divorce Partners
Mindful Divorce Partners
Episode: Melissa Pavone: Divorce Financial Planning: How to Protect Your Money and Future
Kurt Haas
Advanced Planning Advisor at Mount Sinai Memorial Parks and Mortuaries
Mount Sinai Memorial Parks and Mortuaries
Episode: Kurt Haas: Advanced Planning: Protect Your Family & Finances
Nicholas Capman
CEO of the FDA Group; author of The Passionate Workforce
FDA Group
Episode: Nicholas Capman: Build a Passionate Workforce: 15 Leadership Pillars for Performance
Drew Sherman
Award-winning and peer-recognized attorney
Mashian Law Group, Los Angeles
Episode: Drew Sherman: Civil Litigation Secrets: How a Top Attorney Wins Cases & Protects Clients
Shannon Ryan
Certified Financial Planner; author of Your Money Has Feelings
Shannon Ryan Financial Planning
Episode: Shannon Ryan: The Emotional Side of Money
Jon Grishpul
Co-CEO of maxiblespace.com and Great Builds; ADU platform and contractor network founder
Great Builds; maxiblespace.com
Episode: Jon Grishpul : ADU Costs, Contractor Bids & Renovation Mistakes to Avoid

Hosts

Katie Beth Hand
Host of Legacy Leaders; co-host; focuses on legacy planning and client education
Stan Miller
Co-host and host; leads discussions on legacy planning and client advisory

Top Management Podcasts

We Fixed It, You're Welcome
We Fixed It, You're WelcomeWe Fixed It, You're Welcome
3 Takeaways™
3 Takeaways™Lynn Thoman
The Home Service Expert Podcast
The Home Service Expert PodcastTommy Mello: $200 Million Founder|Forbes, Inc., Entrepreneur Columnist
Omni Talk Retail
Omni Talk RetailOmni Talk Retail
Jocko Podcast
Jocko PodcastJocko DEFCOR Network

Talking Points

Recent interactions between the hosts and their guests.

Megan Whitehead: Building Legacies of Integrity and Compassion in Financial Planning
Q: What legacy do you hope to leave through your work?
I hope my legacy is that clients and their families feel cared for as people, not just as financial accounts, and that they are empowered to live generously and align their finances with their values over the long term.
Megan Whitehead: Building Legacies of Integrity and Compassion in Financial Planning
Q: How do you approach the intersection of business and personal planning?
I treat clients as whole people and coordinate between owners, spouses, and key stakeholders; we implement buy-sell agreements, business valuations, and adjusted operating agreements so that personal and business plans support each other, reducing risk and enabling a smoother exit when needed.
Megan Whitehead: Building Legacies of Integrity and Compassion in Financial Planning
Q: What does an ideal client look like and what kinds of transitions do you focus on?
The ideal client is someone who wants to be intentional, open to collaboration, and is navigating transitions like retirement or selling a business. The focus is on building a team-based plan that coordinates financial, legal, and insurance pieces to support their goals.
John Sidery: Personalized Financial Planning for All Families
Q: Can you share a client example where planning changed their life?
A late-50s couple planned for early retirement, integrated tax planning and cash flow analysis with their CPA, and are now enjoying travel and family memories they previously thought they'd have to delay until 65.
John Sidery: Personalized Financial Planning for All Families
Q: What makes Olympus Wealth Strategies different from other firms?
The firm emphasizes family level service and a highly personalized process that starts with understanding the client's life, drives, and fears, then builds a tailored plan around holistic wealth management, not just investments.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Legacy Leaders

What is Legacy Leaders about and what kind of topics does it cover?

The show centers on practical, attorney- and advisor-driven conversations about legacy, estate planning, elder care, philanthropy, and leadership. Episodes commonly feature professionals who share actionable strategies for protecting families, planning for aging loved ones, and aligning wealth with purpose. Guests span estate planners, elder-law attorneys, financial planners, and leaders in service or mission-driven organizations, often weaving in real-world stories to illustrate complex planning, governance, and succession topics. A standout is the consistent emphasis on proactive planning, education over sales, and multi-generational involvement to build meaningful legacies. For potential listeners, it's a solid match if you want concrete... more

Where can I find podcast stats for Legacy Leaders?

Rephonic provides a wide range of podcast stats for Legacy Leaders. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Legacy Leaders and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Legacy Leaders get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for Legacy Leaders, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Legacy Leaders?

Rephonic provides comprehensive predictive audience data for Legacy Leaders, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Legacy Leaders have?

To see how many followers or subscribers Legacy Leaders has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Legacy Leaders?

These podcasts share a similar audience with Legacy Leaders:

1. The Daily

How many episodes of Legacy Leaders are there?

Legacy Leaders launched 4 years ago and published 258 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Legacy Leaders?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Legacy Leaders?

Rephonic pulls ratings and reviews for Legacy Leaders from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Legacy Leaders?

Rephonic provides full transcripts for episodes of Legacy Leaders. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Legacy Leaders?

Recent guests on Legacy Leaders include:

1. Sarah Barker
2. Don Ford
3. Jaimi Cortes
4. Melissa Pavone
5. Kurt Haas
6. Nicholas Capman
7. Drew Sherman
8. Shannon Ryan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days