Hosted by Robin Glen · 🇺🇸 US · EN · 24 episodes
Established thought leaders with verified media credentials.
Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
Robin Glen hosts Planning Reimagined, a business show with 24 episodes published.
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 m
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 si
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
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 ch
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 practi
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 fa
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
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 s
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 c
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 discuss
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
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
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, w
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 a
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 in
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 li
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
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 ef
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 managin
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 importanc
Jeff Savlov
Blum & Savlov
1 appearance on this show
Rick Peck
The Philanthropy Guy
1 appearance on this show
Gina Schaefer
founder of multiple hardware stores, author of Recovery Hardware · A Few Cool Hardware Stores
1 appearance on this show
Celeste
soul aspect · Galactic Federation
1 appearance on this show
Chris
Pastor · unknown
1 appearance on this show
Mike
trauma surgeon · The MDX Podcast
1 appearance on this show
Robert Smith
behavior engineer, expert on stress, PTSD, addictions, neuroplasticity · Nova Southeastern University
1 appearance on this show
David Friedman
certified pharmacy technician and healthcare advocate · Forbes Banister International
1 appearance on this show
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Planning Reimagined is hosted by Robin Glen. The show is categorised under business (investing) and has published 24 episodes.
Planning Reimagined has published 24 episodes.
Planning Reimagined regularly covers business, investing, management. It sits in the business category, with a investing focus.
Planning Reimagined is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Planning Reimagined hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Planning Reimagined average 49 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Planning Reimagined's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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