• Kurt Haas: Advanced Planning: Protect Your Family & Finances
    May 6 2026
    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 matters. Drawing from both personal experience and professional insight, Kurt explains how pre-planning funeral arrangements can reduce emotional stress, prevent financial strain, and give families clarity during difficult times .This episode highlights the emotional and financial benefits of planning ahead, what goes into end-of-life arrangements, and how taking action now creates peace of mind for both you and your loved ones.Key Takeaways:● Plan ahead to reduce burden: Advanced planning removes emotional and logistical stress from loved ones during a difficult time.● Lock in costs early: Pre-planning helps avoid rising funeral expenses and allows flexible, interest-free payment options.● Know your options: From burial types to service details, planning ahead ensures your wishes are clearly defined and honored.● Peace of mind matters: Having arrangements in place allows families to focus on grieving and celebrating life, not making rushed decisions.● Start with a conversation: You don’t have to commit—simply learning your options is the first step toward protecting your family. Connect with Kurt:Website: https://mountsinaiparks.org/ Email: khaas@mountsinaiparks.org Phone Number: (323) 769-1351 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    37 mins
  • Nicholas Capman: Build a Passionate Workforce: 15 Leadership Pillars for Performance
    Apr 29 2026
    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 measurable workforce strategies, he explains how employers, not employees, create environments that drive engagement and performance.The conversation explores Capman’s 15-pillar model, the concept of work-life blend, measuring culture with simple scoring systems, and how leaders can unlock innovation by prioritizing employee passion. The episode also highlights how serving others, empowering teams, and focusing on leadership fundamentals can create both organizational success and personal fulfillment. Key Takeaways:● Employers create passion: Leadership and culture, not employees, determine whether teams operate with passion or resentment.● Work-life blend over balance: Flexibility and autonomy increase engagement, productivity, and retention.● Measure culture intentionally: Using simple scoring across leadership pillars helps track and improve workforce passion.● Passion drives innovation: Engaged employees proactively contribute ideas beyond their job descriptions.● Leadership starts with serving others: Genuine care for employees improves performance, culture, and long-term success.Connect with Nicholas:Book: Amazon.com: The Passionate Workforce: How to Create and Maintain Maximum Employee Engagement eBook : Capman, Nicholas: Kindle StoreLinkedIn: Nicholas Capman | LinkedInWith your Hosts: Stan MillerStan 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.Connect with Stan Miller:Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/Katie Beth HandKatie 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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    25 mins
  • Drew Sherman: Civil Litigation Secrets: How a Top Attorney Wins Cases & Protects Clients
    Apr 14 2026
    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 two decades of experience, he brings deep expertise in courtroom strategy, client advocacy, and navigating unpredictable legal outcomes.In this episode, Drew shares what truly drives success in civil litigation—from why most lawsuits are really about money, to the importance of making objective, business-minded decisions instead of emotional ones. He dives into real-world case experiences, the hidden costs of legal battles, and why investing in legal guidance early can save massive headaches (and expenses) later. Key Takeaways:• Make business decisions, not emotional ones, ego, revenge, and “principle” can be extremely expensive• Invest in legal advice early, solid contracts and planning prevent costly litigation later• There’s no such thing as a “perfect win” in law; expect unpredictability and plan accordinglyConnect with Drew:Mashian Law Group: www.mashianlaw.comLinkedIn: https://www.linkedin.com/in/drew-sherman-3778a2b0/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 mins
  • Shannon Ryan: The Emotional Side of Money
    Apr 1 2026
    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 emotional side of money and how mindset shapes financial decisions, sharing valuable insights and practical tips for listeners. Shannon draws from her 30+ years of experience to discuss money habits, generational beliefs, and hidden emotional “scar tissue”, offering actionable advice for anyone looking to build a healthier relationship with their finances. This episode is a must-listen for individuals, families, and professionals seeking financial clarity and long-term fulfillment, providing both knowledge and tools to navigate this important subject. Key Takeaways: ● Money is emotional: Your financial decisions are often driven by beliefs and habits formed early in life. ● Awareness is everything: Identifying your “money story” helps break unhealthy financial patterns. ● Wealth doesn’t equal peace: Financial stress and dysfunction exist at every income level. ● Alignment creates freedom: True financial success comes from aligning money with what matters most to you. ● Cash flow over “budgeting”: Understanding your real spending habits is more effective than restrictive budgeting. When you align your money with your values, not your fears, you unlock a more meaningful and fulfilling financial life. Connect with Shannon: Website: https://shannon-ryan.com/ LinkedIn: https://www.linkedin.com/in/theheavypurse/ X: https://x.com/theheavypurse/ Facebook: https://www.facebook.com/theheavypurse/ Instagram: https://www.instagram.com/shannon.t.ryan/ YouTube: https://www.youtube.com/theheavypurse Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 mins
  • Jon Grishpul : ADU Costs, Contractor Bids & Renovation Mistakes to Avoid
    Mar 11 2026
    Thinking about building an ADU but overwhelmed by costs, contractors, and the fear of a renovation nightmare? This episode will change how you approach the entire process.In this episode of Legacy Leaders, Stan and Katie Beth sit down with Jon Grishpul, Co-CEO of GreatBuilds.com and MaxableSpace.com and an expert in ADU development and contractor vetting. Together, they explore the rapidly growing world of Accessory Dwelling Units (ADUs), sharing valuable insights and practical tips for homeowners. Jon draws from his extensive experience in construction, technology, and homeowner advocacy to discuss contractor selection, bid comparison, budgeting realities, and common renovation pitfalls, offering actionable advice for homeowners, investors, and families considering adding livable space to their property. This episode is a must-listen for anyone considering an ADU, planning a remodel, or wanting to avoid costly construction mistakes, providing both knowledge and tools to navigate this important investment.Key Takeaways:● Start with Regulations First: Before designing your dream space, understand your local and state ADU regulations to avoid costly redesigns and delays.● Understand True ADU Costs: ADUs often cost more than homeowners expect. Learn realistic pricing ranges, including permitting, design, and construction expenses.● Never Choose a Contractor Based on Price Alone: The lowest bid often leads to change orders and renovation nightmares. Proper bid comparison is critical.● Architects vs. Contractors — Know the Difference: Architects design what’s possible; contractors determine what it will cost. Align vision with budget early.● Leverage Technology to Level the Playing Field: Tools like Bid Compare AI help homeowners evaluate contractor bids clearly and confidently, reducing risk and stress.Quotes from Jon Grishpul:● “Architects are really good at telling you what’s possible. Contractors are really good at telling you what it’s going to cost.”● “If four bids are around $100,000 and one is $70,000, that contractor isn’t a magician — something is missing.”● “There’s a massive homeowner-contractor knowledge imbalance. My goal is to level the playing field.”Building an ADU can increase property value, generate rental income, and create flexible living space — but success depends on smart planning, realistic budgeting, and hiring the right contractor.Connect with Jon:Instagram: https://www.instagram.com/maxablespace/Instagram: https://www.instagram.com/greatbuildz/Facebook: https://www.facebook.com/GreatBuildzPinterest: https://www.pinterest.com/Maxable/YouTube: https://www.youtube.com/@Maxable/videosWith your Hosts: Stan MillerStan 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.Connect with Stan Miller:Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/Katie Beth HandKatie 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
  • Brad Griffith: Empowering Small Businesses and Nonprofits with Tech
    Jan 28 2026
    What if technology could be the missing link between your mission and your full potential? In this inspiring episode, discover how digital innovation can fuel the impact of small businesses, nonprofits, and local governments. In this episode of Legacy Leaders, guest host Vance Bennett sits down with Brad Griffith, founder of Buckeye Innovation and expert in digital solutions for mission-driven organizations. Together, they explore how under-resourced organizations can harness the power of technology to amplify their reach and impact. Brad draws from his extensive experience to discuss the common challenges small teams face—like limited budgets and lack of digital expertise—offering actionable advice for leaders looking to scale their efforts without sacrificing mission or values. This episode is a must-listen for nonprofit leaders, small business owners, local government innovators, and social impact entrepreneurs, providing both knowledge and tools to navigate today’s digital landscape.Key Takeaways:● Technology as a Force Multiplier: Brad shares how digital tools can help organizations serve 10x more people—without 10x the resources.● From Mission to Scale: Learn how to take your passion-driven work and apply the right tech to expand your impact.● Avoiding Common Mistakes: Discover why “doing it yourself” can hurt more than help, and how to wisely invest in expertise.● The Role of Equity in Innovation: Brad discusses how technology can close opportunity gaps in underserved communities.● The Power of Collaborative Problem Solving: See how bringing in like-hearted (not just like-minded) people leads to more creative, inclusive solutions.Quotes from Brad Griffith:“I love finding a challenge, applying technology to it, and making people’s lives better.”“You can do good while doing well—business can be a tool for positive change.” “Our best clients don’t just want a website—they want to amplify their impact on the world.” 🔗 Conclusion:Technology, when paired with mission and empathy, can create exponential impact. To learn more or connect with Brad, visit BuckeyeInnovation.com or find him on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 mins
  • Jessa M. Gary: Estate Planning & Elder Law Insights
    Jan 21 2026
    Are you prepared for the unexpected when it comes to your estate? Most people aren’t—and the cost of waiting can be overwhelming. This episode of Legacy Leaders explores why proactive planning is critical and how a few simple steps today can protect your legacy tomorrow. In this episode of Legacy Leaders, guest host Vance Bennett sits down with Jessa M. Gary, elder law and estate planning attorney at Isaac Wiles Law Firm. Together, they explore the essentials of estate planning and elder law, sharing valuable insights and practical tips for listeners. Jessa draws from her extensive experience to discuss common pitfalls, complex probate situations, and the importance of taking action early, offering actionable advice for families, retirees, and anyone thinking about their future. This episode is a must-listen for anyone who wants to protect their assets, support loved ones, and avoid unnecessary legal challenges.Key Takeaways:● Start Sooner, Not Later: Waiting to create an estate plan can lead to unnecessary complications and costs.● Avoid Probate in Multiple States: Snowbirds and out-of-state property owners need a coordinated strategy to avoid dual probate.● Update Beneficiaries Regularly: Keeping account beneficiaries current is one of the easiest and most overlooked steps.● A Will Is Not Optional: Without a will, the state decides where your assets go—even if that’s not what you wanted.● Keep Clients Close: Ongoing relationships are key—estate plans should be updated as life changes.Quotes from Jessa M. Gary:● “If you don’t have estate planning documents in place, the state of Ohio is going to make one for you.”● “Being proactive saves your family time, stress, and money later on.”● “I just want to help people—and be their go-to resource for whatever they need.”🔗 Conclusion:Proactive estate planning isn’t just smart—it’s essential. Connect with Jessa:Website: https://www.isaacwiles.com/professional/jessa-m-gary/ With Your Guest Host Vance Bennett:As a seasoned financial advisor with over 25 years of experience, Vance specializes in guiding individuals toward optimal financial decisions. Passionate about helping clients balance their dreams for the future with the responsibilities of today, Vance is dedicated to providing thoughtful and strategic guidance. A proud graduate of The Ohio State University, Vance remains deeply committed to the well-being of both his clients and the community he serves. Connect with Vance:www.VBQ1.com www.Know-Parallel.com www.OFlowTax.com https://www.facebook.com/VanceBennettFinancialServices/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 mins
  • Drew McCartt: Fishing, Family, and Legacy at Briarwood Sporting Club
    Dec 31 2025
    What if your love for the outdoors could lead to a dream career — and help others reconnect with nature and family along the way? Discover how fishing, healing, and legacy come together at one of the most unique clubs in America.In this episode of Legacy Leaders, guest host Vance Bennett sits down with Drew McCartt, Director of Sporting Services at Briarwood Sporting Club and an expert in fish behavior, fly fishing, and member engagement. Together, they explore how Briarwood blends outdoor recreation with deep family connection, sharing valuable insights and practical stories from the field. Drew draws from his extensive background in fisheries science and outdoor leadership to discuss how fishing can be a tool for healing, connection, and legacy-building, offering actionable advice for outdoor enthusiasts, families, and anyone seeking balance between passion and profession. This episode is a must-listen for nature lovers, legacy-minded professionals, and those curious about creating meaningful family experiences in the outdoors. Key Takeaways:● 🎣 Fishing as Healing: How Drew helped a member regain joy and connection through fly fishing after a major injury.● 🌲 Unplug & Reconnect: Why Briarwood is the go-to escape for families seeking meaningful time together in nature.● 💼 Turning Passion into Profession: Drew’s journey from biologist to fishing concierge and business developer.● 🧭 Building a Legacy Club: How intentional membership and spring-fed waters create an unmatched outdoor experience.● 🗣️ Marketing to a Niche: How Briarwood thrives by staying exclusive and relationship-driven in a mass marketing world. Quotes from Drew McCartt:“I enjoy helping others catch their first trout as much as catching one myself.”“This club isn’t just about fishing — it’s about healing, family, and making memories that last.”“Fun. Learn. Catch fish. Respect nature. That’s my mission with every member.” 🔗 Conclusion:Whether you're an avid angler, nature lover, or someone looking to leave a legacy through shared outdoor experiences, this episode offers both inspiration and practical wisdom. Website: https://briarwoodclub.com/Facebook: https://www.facebook.com/BriarwoodSportingClubInstagram: https://www.instagram.com/briarwoodsportingclub/ With Your Guest Host Vance Bennett:As a seasoned financial advisor with over 25 years of experience, Vance specializes in guiding individuals toward optimal financial decisions. Passionate about helping clients balance their dreams for the future with the responsibilities of today, Vance is dedicated to providing thoughtful and strategic guidance. A proud graduate of The Ohio State University, Vance remains deeply committed to the well-being of both his clients and the community he serves. Connect with Vance: www.VBQ1.com www.Know-Parallel.com www.OFlowTax.com https://www.facebook.com/VanceBennettFinancialServices/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 mins