Legacy Leaders

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...

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...

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...

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...

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...

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...

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 be...

Are people really the problem or is it your structure? Discover how to finally fix your people problems, prevent burnout, and lead with intention and impact. In this episode of Legacy Leaders, Katie Beth sits down with the CEO of LifePulse Matt Granados, a sought-after speaker and bestselling author. Together, they explore how to solve people problems at their root, sharing valuable insights and p...

Discover why purpose-driven leadership transforms teams—and why so many leaders today are struggling to find it. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Dr. Matt Paden, President and Managing Partner of Great Days Leadership. Together, they explore purpose-driven leadership, navigating organizational change, and the power of servant leadership, sharing valuable insight...

💰 Are You Living in Financial Overflow or Just Getting By? Discover the Mindset Shifts That Can Transform Your Financial FutureIn this episode of Legacy Leaders, Katie Beth Hand sits down with Vance Bennett, financial services expert and member of the Legacy Leaders Network. Together, they explore the power of holistic financial planning—not just focusing on wealth accumulation, but how to live a...

What does it take to build a thriving legal practice rooted in integrity, preparation, and passion for advocacy? This episode dives into the powerful story of one attorney’s journey from a teenage pizza maker to a top-tier family law litigator. In this episode of Legacy Leaders, guest host Chris Baldino sits down with a board-certified family law expert Dean Kantaras. Together, they explore the re...

🎭 What happens when a historic theater reinvents itself to build empathy and serve its community in bold new ways? This episode dives into the transformative power of the arts and leadership behind the scenes. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Christy Farnbauch, Executive Director of The Contemporary Theatre of Ohio and longtime arts administrator. Together, the...

Are you getting honest advice about life insurance—or just a polished sales pitch? In a financial world filled with noise, it's crucial to separate fact from fiction when protecting your family’s future. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Wallis Tsai, founder and CEO of AboveBoard Financial and a seasoned insurance expert. Together, they explore the truth vs. BS i...

Discover how savvy real estate investors are deferring massive tax bills using little-known strategies—and why most professionals still haven’t heard of them. In this episode of Legacy Leaders, guest host Rod Hatley sits down with Peter May and Ross Rubin, co-founders of DST Sherpa and 1031 Sherpa, experts in real estate tax deferral and estate planning. Together, they explore the power of Delawar...

💡 What if building wealth wasn’t just about making money—but stewarding a legacy with eternal impact? In this episode of Legacy Leaders, Katie Beth Hand sits down with Sam Vadakekut, author, entrepreneur, and faith-based wealth advisor. Together, they explore the concept of biblical stewardship in business and finance, sharing valuable insights on aligning money with purpose. Sam draws from decad...

🎙️ What Makes a Real Estate Professional Truly Exceptional? Discover the Power of Purpose, Process, and People SkillsIn this episode of Legacy Leaders, guest host James Moore sits down with Kevin Yoder, founder of Yoder Real Estate and a visionary business coach. Together, they explore what it really means to be a trusted advisor in the high-stakes world of real estate, sharing valuable insights a...

Are you a business leader navigating the pressures of growth, people management, or just craving a sounding board that gets it? This episode reveals why you don't have to do it alone—and how the right community can transform your leadership journey. In this episode of Legacy Leaders, Stan and Katie Beth sit down with Bob Carrothers, longtime Vistage Chair and executive coach with nearly 30 years o...

💡 Are your tax strategies helping—or hurting—your legacy? Most families unknowingly leave behind wealth-draining tax burdens. In this episode of Legacy Leaders, guest host Josh Meyer sits down with Chuck Oliver, founder of The Hidden Wealth Solution and host of Hidden Wealth Radio. Together with host Stan Miller, they explore the power of proactive tax strategy in legacy and estate planning, shar...

💡 Are you truly maximizing your financial future—or just getting by? Discover how holistic financial and estate planning can change everything. In this episode of Legacy Leaders, Katie Beth Hand and Zac White sit down with Mike Mitchell, President and CEO of Strategic Wealth Partners, and Randy Rose, Financial Advisor and veteran of the insurance and financial planning world. Together, they explo...

What happens when you lose a loved one and face a $50,000 court battle? If you think estate planning is only for the wealthy, this episode might change your mind. In this episode of Legacy Leaders, guest host Chris Baldino sits down with Christian Smith, an estate planning attorney serving the Tampa Bay area. Together, they explore the real-life consequences of avoiding or delaying estate planning...