Bringing Urgency, Perspective and Heart to Legacy Planning: Dan Engel on Leading with Love

Bringing Urgency, Perspective and Heart to Legacy Planning: Dan Engel on Leading with Love

July 3, 2026 · 32 min

About this episode

Dan Engel discusses his journey with cancer and its impact on his approach to legacy and financial planning.

Dan Engel, Managing Director of JAG Legacy and Insurance Solutions, shares how his personal journey with both stage four melanoma and stage four prostate cancer has led him to bring urgency, perspective and heart to financial planning, trusts, and life insurance. Dan chats about legacy, philanthropy, and the Miracle League of San Diego's impact, offering actionable insights for San Diego executives focused on purpose-driven wealth and estate strategies. Listen Where You Live! A bout Spotlight and Cloudcast Media "Spotlight On The Community" is the longest running community podcast in the country, continuously hosted by Drew Schlosberg for 20 years. "Spotlight" is part of Cloudcast Media's line-up of powerful local podcasts, telling the stories, highlighting the people, and celebrating the gravitational power of local. For more information on Cloudcast and its shows and cities served, please visit www.cloudcastmedia.us. Cloudcast Media | the national leader in local podcasting. About Mission Fed Credit Union A community champion for over 60 years, Mission Fed Credit Union with over $6 billion in member assets, is the Sponsor of Spotlight On The Community , helping to curate…

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