Legacy Leaders

What does it really take to prepare your kids—and yourself—for a world that's changing faster than ever? 🧠🌎 In this eye-opening episode of Legacy Leaders, we explore how redefining education can change the legacy you leave behind.  🎙️ In this episode of Legacy Leaders, guest host Josh Meyer sits down with Sam Trahin, entrepreneur, father, and former Olympic-level swimmer. Together, they explore ...

Discover how intentional financial planning today can empower you to live and give generously tomorrow. Whether you’re a business owner, a professional woman, or navigating a major life transition, this episode is packed with the clarity and confidence you need to build a lasting legacy. In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Megan Whitehead, Financial Advisor and f...

🔐 Do Your Digital Assets Die With You? Learn How to Protect Your Online Legacy In this episode of Legacy Leaders, guest host Chuck Gore sits down with Richard Zack, CEO of Eternal Me and a 30-year tech veteran. Together, they explore the rising importance of digital estate planning, sharing valuable insights and practical solutions for preserving your digital legacy. Richard draws from decades of...

💡 What if your financial plan was about more than just money? In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Kym Reed, Financial Advisor and wealth planning expert at Small Wealth Management, a private wealth advisory practice of Ameriprise Financial Services. Together, they explore the power of comprehensive, relationship-based financial planning, sharing valuable insight...

💰 What if your financial plan could unlock not just wealth—but freedom, purpose, and legacy? In this episode of Legacy Leaders, discover how intentional financial planning can reshape your life and future generations. In this episode of Legacy Leaders, Oliver Cushing sit down with John Sidery, Founder and Wealth Advisor at Olympus Wealth Strategies. Together, they explore how family-first financi...

What if the key to stronger relationships, better leadership, and deeper self-awareness for men lies in reconnecting with their emotions and physiology?  In this episode of Legacy Leaders, Katie Beth sits down with Owen Marcus, expert in men’s somatic mindfulness, emotional resilience coach, and co-founder of MELD. Together, they explore how emotional intelligence and somatic work can transform th...

Are you building a business—or just running one? Discover the clarity, leadership, and legacy mindset that sets thriving financial advisors apart. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Nick Davies, a high-performance business coach for financial advisors. Together, they explore the critical role of clarity, vision, and leadership in building a scalable, sustainable f...

Are you financially prepared for life’s “until” moments? Discover the transformative power of insurance and financial planning in this compelling episode. In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Michael Ferguson, an insurance expert, life coach, and sought-after public speaker specializing in leadership and financial development. Together, they explore the real-world...

💡 From the Gridiron to Financial Guidance: How One Former Athlete is Changing Lives in Underserved Communities In this episode of Legacy Leaders, Katie Beth and Oliver sit down with Jazz Scott, a former athlete turned financial advisor with a mission to elevate financial literacy in underserved communities. Together, they explore the intersection of sports, financial planning, and social impact,...

Are business owners truly prepared to transition out — or are they clinging to myths that could cost them everything? In this episode of Legacy Leaders, guest host James Moore sits down with John Dini, serial entrepreneur, exit planning expert, and creator of The Exit Map. Together, they explore the realities of business exit planning, sharing valuable insights and practical tips for business owne...

Ever wondered how estate planning could do more than just distribute assets—and actually build lasting family connection and legacy? In this episode of Legacy Leaders, Katie Beth Hand sits down with E. Lawrence Brock, nationally recognized estate planning attorney, founder of St. George Estate Planning, and author. Together, they explore the power of meaningful estate planning, sharing valuable in...

What if your money could work as hard as you do? 💼💡In this episode of Legacy Leaders, Katie Beth Hand sits down with TJ Van Gerven, founder of Modern Wealth Builders and host of the Do More with Your Money podcast. Together, they explore how Millennials can navigate complex financial decisions, especially when dealing with equity compensation, income growth, and long-term wealth planning. TJ dra...

🔑 What’s really holding your business back—and how can you get out of your own way to grow it? In this episode of Legacy Leaders, Stan and Katie Beth sit down with Cary Prejean, President, CEO, and Founder of Strategic Business Advisors. Together, they explore the powerful concept of helping business owners become better leaders by stepping out of the day-to-day operations and creating systems th...

🎙️ Do you know what it really means to be a fiduciary? And how that mindset can transform the way financial planning is done? Click to find out why this perspective is essential for building financial peace of mind! In this episode of Legacy Leaders, Stan and Katie Beth sit down with James Alexander, a Certified Financial Planner and Partner at Edge Financial Advisors. Together, they explore the r...

In this episode of Legacy Leaders, Chris Baldino sits down with Tina Fishman, an expert Medicare broker and licensed insurance agent in Florida. Together, they explore the complexities of Medicare education and plan selection, sharing valuable insights and practical tips for listeners. Tina draws from her extensive experience to discuss how to navigate the overwhelming choices in Medicare, offerin...

Have you ever wondered how to turn personal challenges into a powerful legacy for your family? This episode dives deep into that journey and how it can reshape your life. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Josh Meyer, a financial strategist and legacy planning advocate. Together, they explore how to build a meaningful legacy that goes beyond money, sharing valuabl...

🎧 What if asking better questions was the secret to accelerating your business growth? In this episode of Legacy Leaders, Stan and Katie Beth sit down with Doug Davidoff, Founder and CEO of Lift Enablement and author of the #1 best-selling book Revenue Acceleration Framework. Together, they explore the core components of sustainable business growth, sharing valuable insights and practical tips fo...

🧠 What’s Your Business Really Worth — and Are You Ready to Let Go? Most business owners think they’ll know when it’s time to transition — but are they prepared for what it really takes to exit without regret? In this episode of Legacy Leaders, guest host James Moore sits down with Steve Whitteberry, M&A advisor and founder of Invictus MA, who specializes in helping privately held businesses navig...

Want to know the real secret weapon CEOs use to grow, lead with purpose, and overcome blind spots? You’ll find the answer in this empowering episode. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Jeff Oak, Vistage Chair, executive coach, and host of the Taking Care of Your Business podcast. Together, they explore the power of peer advisory groups, the vital role of trust, ac...

💼 Are you building your business without a forward-looking tax strategy? You might be leaving thousands on the table. This episode is your wake-up call. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Gary Helt, CPA, Certified Tax Coach, and owner of Small Business Advisors. Together, they explore the powerful difference between tax preparation and tax planning, sharing valua...

Is real estate still the smartest path to building lasting wealth and legacy — even in a high-rate, low-inventory market? Find out why now might be the most critical time to act.   In this episode of Legacy Leaders, guest host Josh Meyer sits down with Brad Hamblen, Branch Manager at Citywide Mortgage and Real Estate Investor. Together, they explore how homeownership and real estate investing buil...

Have you ever wondered how families can preserve their legacy, values, and business success across generations? This episode will inspire you to think about the stories that shape who we are — and why it's critical to capture them now.   In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dave Goetz and Melissa Parks, co-founders of Journey 66 and experts in creative consulting fo...

Are you building a workplace that people are drawn to — one where passion and purpose fuel success? Discover how purpose-driven leadership can transform your business and your team culture in this powerful episode. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dr. Alise Cortez, Chief Ignition Officer at Gusto Now and expert in human capital, meaning, and purpose-driven leade...

Gregory P. Schenk is President of The Schenk Company, Inc., Central Ohio’s premier tenant advisory firm. With 38 years of experience, Greg specializes in site selection, investment property, and win-win negotiation strategies. A sought-after national speaker, he has educated professionals across industries—realtors, attorneys, CPAs, and financial advisors—for over 25 years. Greg is a published aut...

What if the most stable investment opportunity wasn’t found in stocks or multifamily housing—but in self-storage? In this episode of Legacy Leaders, Stan and Katie Beth sit down with Guy Varble, co-founder of the Momentum Wealth Fund and expert in self-storage investing. Together, they explore why self-storage is one of the most risk-mitigated and scalable real estate asset classes, sharing valuab...