Planning Reimagined

A family business can survive competition. It usually doesn’t survive silence. In this episode of Planning Reimagined , Celeste Moya and Kris Stegall unpack a real-world business succession breakdown: the Smith family’s multi-subsidiary landscaping company is thrown into chaos after the unexpected death of a key-owner—because there was no buy-sell agreement, no funding, and no clear plan for owner...

In this episode of Planning Reimagined , Celeste Moya and Kris Stegall discuss why routine policy reviews are one of the most overlooked tools in effective financial planning. Through a real-world case, they show how a simple review of a premium-financed life insurance policy uncovered an inefficient loan structure—saving the client $80,000 per year without changing the insurance itself. The conve...

In this episode of Planning Reimagined, Celeste Moya and Kris Stegall discuss the critical importance of proactive planning for individuals with special needs, focusing on the case of Edward Whitmore, a retired executive concerned about his son Daniel's future.  They explore the complexities of financial management for vulnerable individuals, the creation of a special needs trust, and the rol...

Welcome back to Planning Reimagined, now reimagined for real-life stories, shorter episodes, and actionable insights. In this episode, Celeste Moya and Kris Stegall share the story of Philip and Danielle Lawson (names changed), a couple in their 40s who thought their planning boxes were checked… until they realized one major blind spot: long-term care for aging parents. When Philip’s parents, livi...

In this episode, Celeste welcomes Dan Lappin, Founder of Lappin 180, to discuss a whole new way to approach goal setting through building a resilient mindset. Through personal anecdotes, professional insights, and practical strategies, they unravel the often misunderstood concept of detachment from outcomes, emphasizing a focus on processes rather than end goals. Dan discusses how embracing discom...

In this episode, Celeste and Kris welcome Jeff Savlov, a family business and wealth consultant, to discuss the intricate dynamics of family values, communication, and wealth management. Jeff introduces an exercise for families to identify their core values and highlights the importance of creating a family mission statement. He also shares his purposeful legacy family project designed to engage yo...

In this episode, Celeste and Kris sit down with philanthropy adviser Rick Peck to explore the intricacies of strategic charitable planning. They discuss the significant role that transparency and education play in family meetings, where younger generations are taught the "why" behind family values and decisions. Rick shares practical strategies for charitable giving, from simple checkbook donation...

In this special episode of Planning Reimagined, Celeste is joined by Chad Houser, Founder of Cafe Momentum, and Cafe Momentum Ambassador, Tristian Williams to discuss the transformative journey of Cafe Momentum and its significant impact on justice-involved youth. Chad discusses his motivations and the evolution of the organization, which combines a dining experience with social impact. Tristan sh...

In this episode of Planning Reimagined, Celeste is joined by Judy Barton and Catherine Sharp to discuss the intricacies of post-sale wealth management for business owners. Judy highlights the importance of shifting the conversation from budgeting to cash flow needs and wealth longevity, emphasizing investment structure, efficient tax management, asset protection, and more. They also discuss valuab...

Celeste is joined by Gina Schaefer, Founder of Logan Hardware, who shares her remarkable journey from being laid off in tech three times, to building a flourishing chain of hardware stores in Washington, DC. Gina discusses the significant challenges she faced, including opening her first store in a neighborhood still reeling from the 1968 riots, and the rapid growth that followed due to strong com...

If you would like to sell your business at some point, how far in advance should you be preparing for the exit? In today's episode of Planning Reimagined, the team at Robin Glen are diving into the world of business exit and succession planning. Celeste, Chris and Mike all share insights on ensuring robust estate and tax planning while thinking about how you would like to exit your business. They...

In this episode, we dive deep into the critical aspects of estate and business transition planning. Celeste welcomes experts Oliver Cohn and Israel Miller to discuss the necessity of a well-thought-out exit strategy for business owners. The conversation covers everything from ensuring business stability and proper due diligence to the emotional and financial complexities involved in successfully p...

Have you surrounded yourself with the right business advisors to help you correctly navigate the ups and downs? In this episode of Planning Reimagine, Celeste welcomes Susan Bryant, CEO and founder of Unboxed Advisors, who brings over 20 years of experience in CPA, tax planning, and investment advising. They dive deep into a critical yet often overlooked aspect of business management: insurance an...

In a world of AI investments and large financial firms, is there a secret that high-net-worth investors know about when it comes to holistically looking at opportunities? In this episode of Planning Reimagined, Celeste and Kris welcome Phil Pilibosian, Senior Managing Director at US Capital Wealth Advisors, for an in-depth discussion on the critical importance of personalized, holistic advisory se...

Hosts Kris Stegall and Celeste Moya are joined by International Wealth specialists Robert Smith and Steve Hare to discuss financial and estate planning in a globalized world. The conversation covers what companies and individuals need to know when investing in other countries. They discuss various tax-related issues, including capital gains tax hikes, expatriation during election years, and the nu...

How do high-networth families use life insurance as a wealth-building tool? In this episode of Planning Reimagined, we continue the series of the family office and welcome Jay Judas to discuss the intricacies of using life insurance in estate planning for affluent families. This discussion covers the strategic implementation of irrevocable trusts to fund life insurance policies, highlighting the s...

How protected is your wealth? Celeste welcomes Yadira Anzueto to dive into the intricate world of risk management and insurance for affluent families. Yadira, a licensed insurance expert, discusses the vital role of risk management in family planning, revealing how proper insurance can be a family's primary defense against unexpected catastrophic losses, and how the risk completely changes as weal...

In the latest episode of Planning Reimagined, Celeste and Kris are joined by Charmaine Tang, President of Orca, to explore the evolving landscape of family offices and the pivotal role of technology in enhancing their efficiency and effectiveness. Charmaine brings her expertise to the table, discussing issues such as succession, transitioning within family offices, and key person risk. They talk a...

Celeste and Kris are joined in the episode of Planning Reimagined by David Friedman, Partner at Forbes Banister International. David talks about the evolving landscape of family offices, the role of technology in managing family wealth, and the shifting paradigms in investment strategies. He also talks about how technology revolutionizes ownership transparency in investments and long-term asset ma...

In this episode, Celeste is joined by Courtney Joyner Gage and Michael Mazzone to dive even deeper into the world of family wealth management, estate planning, and business succession. They explore the critical importance of communication and thoughtful planning in ensuring that family legacies are preserved and enhanced through generations. They discuss how families can effectively prepare heirs...

We know that making sure your family is taken care of is important to building your legacy. However, have you actually thought about true generational wealth building and why it means so much more than making sure your family has assets past your life? In this episode of Planning Reimagined, Kris and Celeste welcome Mark Auten to discuss personal and estate planning. They discuss that while many a...

In this episode of Planning Reimagined, Celeste, Michael, and Kris are joined by Jeff Bermis, Co-Founder of 1031 Specialists, to discuss wealth management through real estate and the intricacies of 1031 exchanges for tax deferment. They unravel the complexities of swapping investment properties, the evolution of Delaware Statutory Trusts, and the potential benefits and trade-offs of liquidity vers...

Welcome back to another wealth-building episode on the Robin Glen podcast, where your host, Celeste Moya and welcomes Kris Stegall and Michael Mazzone to dive deep into the world of real estate investing. In today’s episode, they discuss the complexities of diversifying your real estate portfolio, understanding the intricate tax implications, and setting up the right ownership structures to protec...

Welcome to the first episode of planning reimagined.