Donald Cunningham: Mastering Money - The Key to Teaching Financial Literacy
With over six years of experience, Donald Cunningham, a financial service consultant and wealth coach has specialized in helping families and business owners by protecting their income, planning a tax-free retirement, and creating generational wealth protection. He was born and raised in St. Louis,…
Christopher Calandra: The Importance of Connecting With Your Clients
Christopher is a certified financial planner with over thirty years of experience helping small business owners, retirees, and families in achieving their financial goals and objectives. As the founder and principal of Elliott Wealth Management Services, LLC, with offices in Madison, Connecticut an…
John Jennings: The Relationship Between Money and Happiness
John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leader…
Patricia de Fonte: Bringing Family Harmony to Estate Planning
Patricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the f…
Digital Estate Planning in the Age of Technology featuring Krista and Kristina Rugh
About Krista and Kristina Rugh:
Krista and Kristina Rugh are sisters and owners of Householder Lifestyle Consulting (HLC), a company in Jeanette, Pennsylvania with 19 years of experience in bookkeeping, budgeting, tax, accounting, insurance, and consultancy. The business primarily caters to small …
Legacy Stories: Doing What We Can For Ukraine Featuring Stan Miller
About Stan Miller:
Stan Miller is an attorney, author, podcast host, entrepreneur, and philanthropist. He is the founder of Legacy Leaders Network and a regular host of this podcast. Stan is the Managing Principal at Pinnacle Legacy Law and Pinnacle Legacy Wealth Planning. Since his days and event…
Trailer: Welcome to the Legacy Leaders Podcast!
Are you looking to make a deeper connection with your clients? Do you want to be more than someone who just sells services to your clients? Would you like to build a relationship that makes you a real trusted advisor? Tune in to legacy leaders to hear from top industry thought leaders about the lat…
Ep 85: Your American Legacy
Stan Miller is the CEO of Pinnacle Legacy Law. Stan is passionate about the power of estate planning, and the positive difference it makes in the lives of Arkansas families. His trademark skill is the ability to listen, first. He then walks his clients through the development of a custom solution f…
Vishaw Sondhi: Retirement Planning: How to Never Run Out of Money
Vishaw Sondhi is a financial advisor and accounting and tax professional with more than 30 years of experience helping individuals and business owners make informed financial decisions and prepare for retirement.
In this episode, Vishaw joins Katie Beth Hand to discuss building a retirement plan t…
Episode 259: Protecting Your Family, Retirement & Legacy
Financial advisor Ariel Rodriguez brings nearly 30 years of financial services experience, helping individuals, families, and business owners navigate estate planning, retirement planning, business transitions, and long-term financial strategies.
In this episode of Legacy Leaders, Katie Beth Hand …
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