Legacy Leaders

Estate planning isn’t just about what happens after you’re gone—it’s about protecting the people and priorities that matter while you’re here. Amy Privette is an estate planning attorney and founder of Privette Legacy Planning in Cary, North Carolina. In this episode, guest host Diane Goldman talks with Amy about building an estate planning practice rooted in education and relationships, the uniqu...

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 and Ariel discuss why planning early matters, the costly consequences of waiting, and the importance o...

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 that addresses lifetime income, long-term care, taxes, and legacy planning. He explains why starting ea...

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 care options, connect with trusted resources, and make informed decisions. With more than 16 years in the senior care industry, Sarah specializes in guidi...

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 care options, connect with trusted resources, and make informed decisions. With more than 16 years in the senior care industry, Sarah specializes in guidi...

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, probate, and post-death administration, Don helps families protect their assets and avoid costly disputes after a loved one passes away. In this episo...

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, probate, and post-death administration, Don helps families protect their assets and avoid costly disputes after a loved one passes away. In this episo...

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 and meaningful giving strategies. With more than 20 years in philanthropy and nonprofit leadership, Jaimi helps clients align their values, wealth, and...

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 and meaningful giving strategies. With more than 20 years in philanthropy and nonprofit leadership, Jaimi helps clients align their values, wealth, and...

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. With both professional expertise and a deeply personal “why,” she helps individuals navigate divorce with clarity, strategy, and long-term financial con...

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. With both professional expertise and a deeply personal “why,” she helps individuals navigate divorce with clarity, strategy, and long-term financial con...

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 str...

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 str...

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 expl...

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 expl...

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 epis...

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 episo...

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...

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...

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 grow...

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 growin...

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 org...

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 org...

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...

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...