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Hosted by Mike Bascom · 🇺🇸 US · EN-US · 23 episodes
Established thought leaders with verified media credentials.
Concerned about ensuring your loved ones are well cared for? Dive into 'Legacy Blueprint: Plan It Forward' and turn those worries into action! Join host Mike Bascom, a seasoned estate planning attorney, as he collaborates with Georgia's top financial experts to bring you empowering insights and actionable strategies. Don't miss an episode—tune in weekly and start building a secure and thriving future for yourself and your loved ones!
Mike Bascom hosts Legacy Blueprint: Plan It Forward, a education show with 23 episodes published.
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
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 sit
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 si
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 downsizi
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 protecti
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 pro
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 Instruct
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 facilitate
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 ser
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 dedic
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 innovat
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
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, w
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,
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 pro
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 Instruct
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 facilitate
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 dedic
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 innovat
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
Amy Adams
licensed Associate Broker and Gold Standard Instructor · Marion Community College
2 appearances on this show
Samir T. Patel
Trophy Point Capital
2 appearances on this show
David Kleinhandler
Optofino
2 appearances on this show
Sarah Blankenship
Wilcox Financial Group
2 appearances on this show
Robert Amato
Compass Wealth Management
1 appearance on this show
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Legacy Blueprint: Plan It Forward is hosted by Mike Bascom. The show is categorised under education (how to) and has published 23 episodes.
Legacy Blueprint: Plan It Forward has published 23 episodes.
Legacy Blueprint: Plan It Forward regularly covers education, how to. It sits in the education category, with a how to focus.
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Episodes of Legacy Blueprint: Plan It Forward average 29 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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