Legacy Blueprint: Plan It Forward

How can you enjoy the retirement you’ve earned while protecting your family’s financial future? Mike Bascom welcomes Hamilton Brandenburg, founder of Brandenburg Financial Services, to explore how retirement income, tax planning, and estate planning work together. Hamilton discusses Roth conversions, Social Security decisions, and the often-overlooked challenge of transitioning from saving to spen...

If you stepped away from your business for 90 days, would it continue to thrive—or would everything fall apart? In this episode of Legacy Blueprint: Plan It Forward , Mike Bascom welcomes Andrew Mirolli, CEPA®, to explore how business owners can protect what they’ve built and prepare for a successful ownership transition. Andrew explains why naming a successor isn’t enough, how estate planning and...

How can you turn a lifetime of saving into a retirement that supports your goals, protects your family, and creates a lasting legacy? Mike Bascom welcomes Rebecca Irey, founder and CEO of Blue Skye Financial, to discuss why financial independence requires more than building a nest egg. Rebecca shares her approach to planning for retirement income, managing taxes, navigating Social Security and Med...

How can smart mortgage strategies and real estate ownership help you build wealth and create a stronger financial legacy? In this episode of Legacy Blueprint: Plan It Forward , Mike Bascom sits down with Tom Hutchens, President of Angel Oak Mortgage Solutions, to explore the role real estate and strategic financing can play in long-term wealth building. Tom explains how non-QM mortgages can create...

How can you ensure that the wealth you’ve built passes on more than just money to the next generation? Building a meaningful legacy requires thinking beyond dollars and assets. In this episode, Mike Bascom sits down with Patrick Renn, founder and president of Renn Wealth Management Group and author of Finding Your Money’s Greater Purpose: How to Make Your Legacy Count , to explore how thoughtful f...

Could unresolved tax issues today create financial problems for your family and your legacy tomorrow? CPA Denson Pepper joins Mike Bascom to explore the important connection between tax planning, retirement, and leaving a strong financial legacy. Drawing on more than 40 years of experience, Denson discusses the risks of unfiled tax returns, dealing with IRS debt, preparing for retirement, keeping...

What are the biggest retirement planning mistakes people make, and how can you avoid them before they jeopardize your financial future? Retirement planning is about much more than building a nest egg—it’s about creating a strategy that gives you confidence, flexibility, and peace of mind. In this episode of Legacy Blueprint: Plan It Forward , host Mike Bascom sits down with wealth management profe...

What are the critical, often-overlooked logistical and financial hurdles families face when transitioning a loved one to in-home care—and how can proactive planning prevent a crisis? In this episode, host Mike Bascom sits down with Kevin Levinsky, the Chief Operating Officer and Chief Financial Officer of Whole Care Caregivers, to pull back the curtain on the complex world of long-term care planni...

How can pricing your expertise correctly help you build a more valuable business, attract better clients, and leave a stronger legacy for your family? In this episode of Legacy Blueprint: Plan It Forward , Mike Bascom sits down with pricing and valuation strategist John Ray to explore why so many professionals undervalue their expertise and how that mindset can limit both business growth and long-...

What are the essential estate planning steps you should take before downsizing your home? In this special episode, Kanani Briggs, Lead Agent and Mentor at The Curtin Team and guide for individuals navigating the downsizing journey, sits down with Mike Bascom, Estate Planning and Elder Law Attorney at Bascom Law. Together, they explore why estate planning is an essential part of preparing for life'...

What does it mean to take a protection-first approach to financial planning? CJ Francis-Eronini, managing partner at YU Financial, brings a deeply personal and practical perspective to financial planning, legacy protection, and multi-generational wealth building. Drawing on his background as a software developer and technical project manager, he approaches finances like a system that can be “debug...

How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals? Robert Amato, a seasoned financial planner with a career spanning over 25 years, is well-versed in guiding young professionals through the intricacies of financial planning. As the founder of Compass Wealth Management and holding credentials such as CFP and CIMA, Amato emphasizes the necessity f...

Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe? In this episode, Amy Adams, a licensed Associate Broker and Gold Standard Instructor with nearly 20 years of industry experience, joins host Mike Bascom to demystify the complexities of the modern property market. Amy discusses real estate education and market e...

How can learning from experienced individuals benefit real estate investors? Samir T. Patel is a prominent real estate entrepreneur and managing partner at Trophy Point Capital, a private lending firm that has facilitated over $150 million in transactions. His journey into real estate began ambitiously at West Point, where he acquired his first hotel during his junior year, weathering economic cha...

How can a personal family crisis and a background in financial numbers reshape the way we approach life insurance?  Elijah John is a certified life insurance broker with a robust background in accounting and financial services. Drawing from his personal experience navigating his grandmother's battle with Parkinson's disease, he is deeply dedicated to protecting families from unexpected financ...

Why is it important to establish an emergency fund in financial planning? Alyson Burkett is a distinguished financial planner with a profound commitment to guiding families through the complexities of retirement, a dedication she has pursued since 2009. Holding prestigious designations such as the Chartered Retirement Planning Counselor and Certified Financial Planner, Alyson leverages her experti...

Which AI tools are optimal for enhancing customer experience in the insurance industry? David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in transforming the insuretech industry with his innovative approach and over 35 years of expertise in wealth planning and insurance technology. He launched Optofino to tackle the prevalent challenges in life insurance, such as the lack...

What role do mentorship and community play in empowering women's financial independence? Sarah Blankenship, with over a decade of experience in the financial services industry, is a leading advocate for women's financial empowerment and the COO of Wilcox Financial Group. She believes that financial empowerment is especially crucial for women during significant life transitions, such as leaving an...

What role does due diligence play in facilitating a successful business sale? Lee Henry, a distinguished business sales expert based in Georgia, combines his robust work ethic, rooted in his upbringing on a dairy farm, with a comprehensive understanding of multiple trades to guide business owners in maximizing the value of their companies. He believes that true success in business sales comes from...

Why is staging and pricing a property correctly important in the current market? Julie Cunningham is a seasoned realtor with 25 years of experience in the real estate market of Northeast Georgia, known for her positive, determined, and compassionate approach. She believes that current market trends present significant opportunities for both buyers and sellers; buyers benefit from attractive incent...

How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals? Robert Amato, a seasoned financial planner with a career spanning over 25 years, is well-versed in guiding young professionals through the intricacies of financial planning. As the founder of Compass Wealth Management and holding credentials such as CFP and CIMA, Amato emphasizes the necessity f...

Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe? In this episode, Amy Adams, a licensed Associate Broker and Gold Standard Instructor with nearly 20 years of industry experience, joins host Mike Bascom to demystify the complexities of the modern property market. Amy discusses real estate education and market e...

How can learning from experienced individuals benefit real estate investors? Samir T. Patel is a prominent real estate entrepreneur and managing partner at Trophy Point Capital, a private lending firm that has facilitated over $150 million in transactions. His journey into real estate began ambitiously at West Point, where he acquired his first hotel during his junior year, weathering economic cha...

Why is it important to establish an emergency fund in financial planning? Alyson Burkett is a distinguished financial planner with a profound commitment to guiding families through the complexities of retirement, a dedication she has pursued since 2009. Holding prestigious designations such as the Chartered Retirement Planning Counselor and Certified Financial Planner, Alyson leverages her experti...

Which AI tools are optimal for enhancing customer experience in the insurance industry? David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in transforming the insuretech industry with his innovative approach and over 35 years of expertise in wealth planning and insurance technology. He launched Optofino to tackle the prevalent challenges in life insurance, such as the lack...