This Week on our Legacy Shows

Legacy Planning Podcasts For You

Legacy Leaders with Stan Miller and Katie Beth Hand airs Episode 214 on 5/28 with Jeff Oak. Jeff Oak, a Vistage chair and executive coach, shares his journey from being a chief ethics officer to mentoring leaders, emphasizing the importance of achieving success and significance for individuals and organizations. Through his podcast, "Taking Care of Your Business," Jeff offers practical advice and lessons to empower leaders to reach their highest potential and create meaningful impact.

Legacy Leaders with Stan Miller and Katie Beth Hand airs Episode 215 on 5/29 with Steve Whitteberry. Steve, an expert in acquisition audits and quality of earnings, emphasizes thorough preparation and strategic planning for business owners, particularly baby boomers, to transition ownership successfully. He highlights the importance of assessing business value accurately, considering financial results, management strength, and customer diversity, while also focusing on family harmony, risk reduction, and legacy, challenging the notion of high costs in transition planning as an investment with potential returns.

See you next time!
Your Life Your Legacy