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Hosted by Unknown Host · 🇺🇸 US · EN · 56 episodes
Established thought leaders with verified media credentials.
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
Unknown Host hosts Purposeful Planning Podcast, a business show with 56 episodes published.
In this episode of the Purposeful Planning Podcast, host Andy Stubblefield sits down with Buddy Thomas, founder of the Super Plan Family Wealth group of companies and PPI's newly appointed Dean of Financial Advising and
What is the other 95% of your foundation's capital doing while the 5% does the giving? In this episode, Courtney Joyner-Gage sits down with Lauren Sercu, co-founder and managing partner of Sorensen Impact Advisory, to tr
In this episode of the Purposeful Planning Podcast, host Andy Stubblefield sits down with Jeff Savlov and Garrett Wells to explore what it really looks like to collaborate through conflict in complex family systems. Draw
In this episode of the PPI Podcast, host Steve Legler sits down with Dr. Ed Shapiro, former longtime CEO and Medical Director of the Austen Riggs Center and author of Finding a Place to Stand. Dr. Shapiro walks through w
What role do mistakes play in effective advising—and how can they become a catalyst for deeper learning and better outcomes? In this episode of the Purposeful Planning Podcast, Kathy Wiseman and Natalie McVeigh explore h
Philanthropic advising is evolving from an informal add-on to a distinct and emerging profession. In this episode of the Purposeful Planning Podcast, host Joseph Brooks sits down with Dien Yuen, CEO of Daylight, and Marg
In this episode of the Purposeful Planning Podcast, the husband-and-wife team of Sean and Jill Maher share how their interdisciplinary approach transforms outcomes for families and business owners. The goal of this conve
In this episode, guest host Natalie McVeigh of Oikonomia and a member of the PPI Education Development Committee is joined by Kathy Wiseman of Working Systems, Inc, The Family Portfolio and faculty at The Bowen Center fo
For many people, talking about money is seen as taboo. While open communication about money and wealth is touted as a best practice in preparing the rising generation and maintain harmony, many families don’t know where
As families and advisors prepare for year-end giving, Stephanie Ellis-Smith, Dean of Philanthropy at the Purpose Planning Institute speaks with Nick Tedesco, President and CEO of the National Center for Family Philanthro
When the going gets tough...what then? Advisors can best support clients when they know through experience what makes a real difference during tough times. Our own experience can give us so much to draw on if we've learn
Stephanie Ellis Smith sits down with Courtney Joyner Gage to explore her work in sustainability and impact investing through Aligned Impact and PPI. Courtney unpacks the spectrum between traditional investing and philant
Explore the innovative world of purpose trusts and their transformative impact on business ownership and succession planning. Join us as we delve into how companies are shifting from traditional profit-centric models to
Why healthcare navigation is a critical yet often overlooked risk in comprehensive wealth and legacy planning.
Meet Dr. Karen McNeill, PPI’s new Dean of Family Stories, History, and Culture. As you will soon discover, she is passionate about the potential for families to nourish a thriving family culture by exploring the unique,
Donating art and collectibles can be a meaningful way to preserve a legacy, but the process is often complex. In this episode, we explore the nuances of gifting to museums and galleries across North America—legal conside
When clients fall into the trap of problem solving when they are facing a polarity, they entrench in epic battles. Join Cathy Carroll, author of "Hug of War: How to Lead a Family Business With both Love and Logic" to lea
Into every life a little rain must fall' - but what if it's not so much a shower, more a downpour? Advisors can best support clients when they know through experience what makes a real difference during tough times. Ian
How advisors work together to support clients’ philanthropic interests. Talking Points: What are your roles at your firms and at what point do they intersect? What types of clients do you work with and how do you support
Steve Legler and John Campbell discuss the prevalence of addiction issues that seem to show up in many families that PPI members serve. It can be a very tricky area for advisors, and Steve and John talk about that and ho
Jeff Savlov
Blum & Savlov
1 appearance on this show
Cathy Carroll
author of "Hug of War: How to Lead a Family Business With both Love and Logic" · Legacy Onward
1 appearance on this show
John Campbell
head of Allspring’s Systematic Core Equity team · Allspring Global Investments
1 appearance on this show
Dr. Ed Shapiro
Austen Riggs Center
1 appearance on this show
Marguerite Griffin
Northern Trust
1 appearance on this show
Dien Yuen
Daylight
1 appearance on this show
Natalie McVeigh
Oikonomia
1 appearance on this show
Kathy Wiseman
Working Systems, Inc
1 appearance on this show
Nick Tedesco
National Center for Family Philanthropy
1 appearance on this show
Courtney Joyner Gage
Aligned Impact
1 appearance on this show
Dr. Karen McNeill
PPI
1 appearance on this show
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Purposeful Planning Podcast is hosted by Unknown Host. The show is categorised under Business (education) and has published 56 episodes.
Purposeful Planning Podcast has published 56 episodes.
Purposeful Planning Podcast regularly covers Business, Education. It sits in the Business category, with a education focus.
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Episodes of Purposeful Planning Podcast average 31 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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