Legacy Leaders

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

💰 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...

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...

🎭 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...