Purposeful Planning Podcast

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...

Building trusting relationships and healthy human capital have tremendous benefits, yet at times people we work with seem unpredictable, challenging to understand or to engage with. This presentation will translate findings from one of the most long standing clinical and research areas on human relationships -- human attachment theory - to management, consulting, and advising practices. In additio...

There’s a danger in making generalizations about any group of people, however, this podcast aims to share trends within the “NextGen” (Millennials and Gen z) demographic and to offer some tips on how to bridge the generation gap between the old(er) and young around philanthropic giving. This is for parents who are looking to incorporate in their adult children in a cohesive family philanthropy pro...

In one of the three keynotes for our 2 nd  Annual Virtual Purposeful Planning Symposium,  Thomasina Williams  will address how to incorporate “family stewardship” into the purposeful planning equation. We preview that session in this episode, by exploring with Thomasina a definition of what constitutes “family stewardship” and why it matters both to clients and to advisors. What is “family steward...

The New Year is a point of reflection and often a time to pencil in a few resolutions. What if the New Year was a trigger to instead consider the power of the questions you ask and how they might help you achieve your goals? This podcast explores the power of framing questions, the implications of problem-framed versus outcome-framed questions, and ways to apply this to your own professional growt...

The inaugural episode of the Purposeful Planning Podcast. In this episode, John A. Warnick, Founder of the Purposeful Planning Institute, shares the secrets of Purposeful Trusts & Legacies, an exciting and revolutionary concept which is transforming the way we work with clients. Purposeful Planning integrates best practices from legacy, relational, and philanthropic domains into design, drafti...