Purposeful Planning Podcast

Explore the profound connection between estate planning and family healing in this thought-provoking podcast. Join us as we delve into the significance of estate planning as a catalyst for addressing generational challenges within families. From navigating difficult conversations to fostering healthier relationships across generations, discover how estate planning serves as a doorway to healing fa...

John Graham lived a life of risk and adventure—from wars and revolutions to dangerous mountains and sinking ships. But at a certain point—and it began in the war in Vietnam—he began to realize that a life focused just on satisfying his own need for adventure was lacking any real meaning and that emptiness began to torment him. John finally found that meaning in service—in helping people solve toug...

How to prepare your personal property of a future estate  Advice from a Professional Organizer and Move Manager  Talking points  Knowing what you own and how current are your appraisals?  Where to begin? What do you emotionally care about? What is something worth? Legal aspects of distribution - gifts to loved ones, things to sell, things to donate, things to trash  About Our Speaker: Sonya grew u...

A conversation about how to create a greater sense of belonging, trust, and empathy within our own families, the families we work with, and the wider community. Talking points: --Documentary series "Belonging in the USA: Stories from our Neighbors" --How filmmaking for families can be an integral part of a legacy plan that seeks to do more than pass along the financial capital, --How listening is...

Description: There are a myriad of ways to influence your ideal audience. Every coach, consultant, wealth advisor, or attorney serves their specific clients as well as the wider community of families of wealth and in business. Many leaders want to expand their influence more broadly. Maybe you have been told, “You should write a book.” But what if you shouldn’t? What then is best format for reachi...

In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with Richard Marker as we navigate the complexities of selecting the right team for your philanthropic endeavors. Whether you're a seasoned philanthropist or just embarking on your giving journey, this episode provides invaluable insights for making inf...

Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals.  Discover the essential role philanthropy advisors play in enriching the client-advisor relationship and maximizing the impact of charitable giving. Hosted by Deborah Goldstein, PPI Co-Dean of Philanthropy and Princ...

Guest Speaker: Karen Corbitt, Founder, Generational Story Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute  Description: Karen Corbitt, Founder of Generational Story, joins us for a conversation on the immense value of recording and preserving personal stories. Capturing your clients' stories not only deepens connections but can serve as a powerful tool for advisors to help clie...

Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving the decision-maker(s) in their client families, which prevents them from providing their "whole" value to the clients they serve. In this podcast, Dr. Richard Orlando will share what it means to love one's clients and why this is important to Adviso...

Lewis Weil, founder of Money Positive joins us for a conversation on financial planning, entrepreneurship, bringing purposeful planning to the middle class, and lessons from being part of a legacy family that only has its stories left.   Introduction to Our Guest Speaker: Lewis Weil is a molecular biologist-turned-financial planner and restoration ecology practitioner. His focus is on how the thin...

In this thought-provoking podcast episode, Courtney delves into an innovative organizational change model that challenges our conventional understanding of how change unfolds within families. Through a captivating discussion, Courtney sheds light on the powerful framework of Appreciative Inquiry and explores its potential to reshape our approach to family dynamics. About Our Speaker: Courtney Pull...

Lori LoCicero and Lisa Pahl are the creators of The Death Deck, a card game that explores death and dying using multiple-choice questions and a dose of humor. The two describe their personal and professional experiences that led them to create a tool to open end-of-life conversations. They share why conversations about end-of-life preferences can be just as important as the paperwork. Lisa and Lor...

Emma shares insights from interviewing philanthropy advisors from 15 countries for her new book,  Advising Philanthropists: Principles and Practice , which she co-authored with Dr. Beth Breeze. She explains that how and why advisors practice is as important as what they do.    About Our Speaker Emma Beeston is an independent philanthropy advisor to philanthropists, families and foundations. Her ad...

In this episode, we sit down with industry experts Gretchen Figge and David York to discuss one of the most critical yet overlooked elements in wealth planning for high-net-worth clients. Join us as we explore how understanding this missing piece is crucial to meeting the unique needs of an affluent clientele. They will introduce us to a cutting-edge tool designed specifically for advisors and con...

Join us as we delve into the world of community foundations and donor choices in order to maximize charitable impact. Our esteemed guest speakers, Richard "Rick" Peck, an independent philanthropy advisor and founder of The Philanthropy Guy, and Vanessa Denney, Director of Philanthropic Services at the Omaha Community Foundation, bring their extensive expertise to the conversation. Together with ho...

In this episode, Coventry Edwards-Pitt will share takeaways from her new book, Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others on how they have navigated love and family wealth and forged their own joint path. After conducting 50+ interviews over two years, Covie was blown away by the perspective of young people who are rarely asked for their views by an i...

Dr. Fowler started doing mediation with families in business in 1983 when in a client family he was working with, the parents had recently died, the excellent estate plan was then active, and the siblings or cousins were in conflict and did not support the estate plan design. Because of this, Dean shifted his work to make sure that the successor generation had a critical role in the design of the...

Learn a few simple rituals and practices that encourage young people to be generous, explore purpose and passion, and even begin to understand their place in the world. These practices allow young people to pair the power of questioning with the power of giving. It offers them a safe space to explore big ideas such as, “Am I enough?”  “What is enough?”  and lets them know that adults are intereste...

Maggie Klokkenga, CFP®, CPA shares how she utilizes the Klontz Money Script Inventory (KMSI-R) assessment with her clients in her financial coaching practice. She also introduces us to a tool that helps her clients practice the money scripts that they want, serving their current and future selves. About Our Speaker: Maggie Klokkenga is a CFP® professional and CPA who has worked for almost 25 years...

Delve into the fascinating realm of understanding client personalities and their influence on financial decisions. In this session, we explore how personality traits can accurately predict saving, spending, and investing behaviors, enabling you to anticipate your clients' future actions and enhance your advisory skills. Learn about a variety of methods to measure personality, including observation...

What does “educating and empowering the next generation” really entail? Hear stories and best practices collected from work with hundreds of members of the rising generation and their families, from values and mindset to education and governance.     About Our Speaker Whitney has been working with multi-generational families since 2012 on topics ranging from wealth purpose, philanthropy, financial...

In this episode, we explore the power of “clean language” in improving communication and avoiding conflicts within families. Emily and Melissa provide practical tips and insights on how to intentionally use jargon-free, simple, and clear language to enhance communication between family members. By learning how to communicate effectively, and differentiate between observations and facts, you can bu...

Today we’re discussing ways to guide families through the unique opportunities and challenges they face in the areas of inter-generational wealth transfer, business succession planning, estate planning and philanthropy. Aileen is co-author of Inspired Wealth, Financial Leadership for the 21st Century , a book that serves as a guide for making critical life choices about money to create a fulfillin...

Today we are talking about the invisible structures that support family offices. We’ll uncover ways in which we can create more transparency and alignment between the family and the family office to build more trust and support the development of human and family capital. About Our Speaker An entrepreneur at heart, Kirby was born into a complex enterprising family and is the founder, innovator, an...

Planning for the long term is unsettling because growing older is stacked with complexities and risks. Growing older is unfamiliar territory for most. People of all ages can anticipate the challenges of life leading up to and beyond retirement. The value of starting early, before one faces a crisis, will equip adults/clients with knowledge and insight, preparing them more comprehensively to naviga...