Strike a Chord was created with you in mind.
As part of the Legacy Trust family, we believe staying informed should feel personal, not overwhelming. This podcast is another way we connect with you—sharing thoughtful insights on the markets, planning strategies, and the decisions that impact your financial life.
Each episode is designed to give you clarity, perspective, and confidence, so you can continue moving forward with purpose.
Because the conversations we have—and the guidance we provide—should always strike a chord where it matters most.
Behind the Word Cloud: Inside Legacy’s Client-First Culture
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.
14 May 2026
Legacy's Story: How Legacy Became Client-First
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 questions—inviting listeners to submit their own.
7 May 2026
Why Markets Ignore the Noise: Earnings, Oil, and the Iran Shock
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 research help serve clients and preserve living standards.
22 Apr 2026
Markets Climb the Wall of Worry: Ceasefire Sparks Record Rally
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 of 2022’s demand surge, and how the K-shaped economy is affecting different households.The episode emphasizes disciplined investing: diversification across regions and asset classes, the role of real assets and bonds, and why rebalancing beats market timing in navigating headlines and volatility.
15 Apr 2026
Roth IRA Unlocked: Tax-Free Retirement Secrets
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.
7 Apr 2026
End of Q1: Markets Hold Despite War Headlines and Oil Surge
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 strategy: staying diversified, watching the duration of the oil shock, and noting sector shifts (value and real assets outperforming) while keeping a long-term focus.
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 life changes—and the importance of keeping powers of attorney and healthcare surrogates up to date. More in-depth estate planning topics will follow in future episodes.
25 Mar 2026
From Heir to Investor: Second‑Gen Money 101
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, resumes, prenuptial conversations), success stories, and public outreach efforts to teach financial literacy in schools and build long‑term multigenerational relationships.
19 Mar 2026
Plan, Don't Panic: Your Financial GPS for Life
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 a tool aligned with your values.
18 Mar 2026
The Hidden Costs of Structured Notes: What Your Bank Might Not Tell You
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 market funds, and offers guidance on asking the right questions before investing.
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 reducing bond duration to lower interest-rate sensitivity, and rely on broad diversification and disciplined, non-emotional decisions.
5 Mar 2026
AI Headlines Trigger Market Shake-Up — Inside the Huddle
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.
26 Feb 2026
2026 Crystal Ball: A K‑Shaped Economy, AI Boom, and Volatility Ahead
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.
4 Feb 2026
Behind the Scenes at Legacy: How a Trust Company Really Works”
30 Jan 2026
Inside the Trust Committee: How Legacy Decides Who Gets What
30 Jan 2026
Markets, Moves, and Momentum: A 2025 Recap
30 Jan 2026
When Scammers Call: Real Client Stories and How to Respond
30 Jan 2026
Welcome & Introduction to Strike a Chord Podcast
13 Jan 2026
Intro
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.
Reach and audience
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Apple Podcasts (US)
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