Strike A Chord: Presented by Legacy Trust

Welcome to Strike A Chord. In this episode Annie and the host discuss how Legacy was formed, the firm’s culture and values, and why collaboration and client-first service drive everything they do. They highlight the word-cloud exercise, hiring for empathy, fee alignment, operational discipline, and plans for future episodes that will dive deeper into Legacy’s processes and client solutions.

Kristin and Annie discuss Legacy’s origin story: how Kristin and Rodney McLaughlin left sales-driven broker-dealer environments to create a trust company focused on salaried advisors, transparent advice, and rigorous oversight. They highlight Legacy’s culture of client-first service, community giving, and consistent regulatory excellence, and introduce a summer series answering common client quest...

Hosts discuss Legacy’s origin story and a casual summer podcast plan, then pivot to a market recap: April surprised with strong S&P earnings growth and resilient markets despite geopolitical headlines and high oil prices. They cover Fed leadership, 6% mortgage rates, a tight labor market and trades shortage, GDP growth driven by AI/data center spending, and how practical AI adoption and resear...

Recorded April 21, this episode of Striking Fork’s Huddle explains the market rebound after a ceasefire and the reopening of the Strait of Hormuz, which helped send the S&P 500 to new highs and the NASDAQ on a long winning streak. We discuss how strong corporate earnings and resilient fundamentals are driving the rally, why the recent inflation bump is an oil-driven shock rather than a repeat...

Holly Terrell and Annie Healy break down Roth IRAs — how after-tax contributions grow tax-free and the key differences from traditional IRAs, including contribution limits and Roth 401(k) rules. They cover no required minimum distributions, benefits for beneficiaries, and how Roth conversions work, and explain why coordinating with a CPA and advisor is important when planning conversions.

In this episode we review the close of Q1, exploring how daily headlines about the Iran conflict and a sharp rise in oil prices impacted markets. Despite headline-driven volatility, earnings and fundamentals remain strong, inflation may tick up modestly, and larger tax refunds should help consumers — helping portfolios hold up and client confidence stay steady. The hosts explain their disciplined...

In this Strike a Chord highlight episode, Natalie from Legacy Trust explains how their estate planning guidance works: they review and advise on wills, trusts, and related documents but do not draft legal paperwork. Natalie’s CTFA background helps translate trust law into practical recommendations tailored to each family. The episode covers when to review documents—every 1–3 years or after major l...

This episode defines “second‑gen” as the children and grandchildren inheriting family wealth and explains how the firm engages them as new clients. Topics include Investing 101, account setup and goals, retirement and 401(k) guidance, diversification, and counseling to help heirs make thoughtful financial decisions rather than impulsive choices. It also covers non‑financial support (insurance, res...

In this episode the Legacy Trust team explains what a financial plan is and how it acts as a roadmap or GPS to help you meet goals like retirement, travel, education, long-term care and legacy gifts. They cover practical tools such as Monte Carlo "spaghetti" models, conservative assumptions for inflation and Social Security, the importance of updating plans regularly, and how plans turn money into...

In this episode Holly Terrell and Cord McLaughlin break down structured notes — how they work, why they're often sold rather than recommended, and the key risks investors should know about, including heavy dependence on a single maturity date, illiquidity, opaque fees, and high commission incentives. Cord compares recent market timing issues and opportunity costs versus cash equivalents like money...

In this episode of Strike a Chord (March 10), the investment committee reviews the Iran conflict, recent volatility, and the sharp swings in oil prices, noting that geopolitical events typically cause short-term market moves unless economic fundamentals are affected. The team explains their approach: keep 6–12 months of cash for distributions, lean on real assets and energy exposure, consider redu...

In this mid‑February huddle the team breaks down recent market volatility driven by AI headlines, explains why diversified portfolios have been largely insulated, and reviews the strong earnings backdrop and international performance. We also cover inflation figures, expectations for two Fed rate cuts later this year, and what all this means for investors navigating risk and opportunity.

In this episode of Strike a Chord we unpack the big-picture outlook for 2026, explaining why the U.S. economy looks resilient overall but uneven beneath the surface. We highlight three themes to watch: a K-shaped split between higher- and lower-income households, the accelerating buildout and impact of artificial intelligence, and headline-driven risks that could produce episodic market volatility...

We’re excited to share something new from Legacy Trust Family Wealth Offices—the Strike A Chord podcast. We created this show to bring you closer to the conversations behind what we do, from markets and estate planning to real estate and generational stewardship. Beginning this month, new episodes will release weekly, offering thoughtful insight in an approachable, encouraging way.