Legacy Planning: Here are some podcasts for you!

Legacy Leaders with Stan Miller and Katie Beth Hand airs Episode163 on 7/3 with Roland Ortiz. Roland Ortiz is an investment advisor and wealth manager; his focus is only you and what you want to achieve. Roland discusses strategic investment planning.

Your Life Your Legacy with Stan Miller and Katie Beth Hand airs Episode 59 on 7/4 with Sheri Kohlmann. Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. Sherri discusses incorporating values and stories in estate planning.