Purposeful Planning Podcast

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.

Purposeful Planning Podcast is a business podcast hosted by Purposeful Planning Institute, with 57 episodes on record and a Required Pod Score of 80.

Purposeful Planning Institute hosts Purposeful Planning Podcast, a business show with 57 episodes published.

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  Episode #58

  Misguided Helpfulness

  Sep 30, 202626 min

  In this episode of the Purposeful Planning podcast , host Susan Bradley sits down with Dr. Moira Somers to discuss her book The Fault Lines of Finance: Understanding and Preventing Financial Misconduct. The conversation centers on what Dr. Somers calls "misguided helpers": well-meaning financial advisors, family office professionals, and other wealth advisors who inadvertently cross ethical lines not out of malice, but out of an overwhelming desire to be useful to clients navigating difficult transitions like divorce, illness, or loss. Dr. Somers unpacks how discomfort avoidance, empathic overreach, and a false sense of urgency fuel scope creep, and she offers practical strategies for catching these patterns before they cause harm, including pausing to ask whether one is truly the best-suited person for a task, building peer communities where advisors can safely surface their hardest and most emotionally charged cases, and treating attention to one's own personal life and well-being as an ethical safeguard rather than a luxury. The episode closes with a call for moral humility and moral courage, encouraging PPI's community of heart-centered professionals to recognize their own vulnerabilities and non-negotiables so they can serve families well without losing themselves in the process.

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  Episode #57

  The Gift of Curiosity: How Legacy Filmmakers Build Trust Advisors Can Learn From

  Aug 31, 202629 min

  In this episode of the Purposeful Planning Podcast, hosted by Karen McNeill, PPI's Dean of Family Stories, History, and Culture, featuring award-winning filmmaker Debbie Brodsky (founder of DMB Pictures) and Dave Goetz (co-founder of Journey 66), the conversation explores why capturing family legacy stories matters for family wealth management, when families tend to undertake these projects (aging founders, generational transitions, milestones, succession moments), and how the deep, trust-based relationships legacy experts build with clients offer a model advisors can learn from. Debbie and Dave share practical skills like genuine curiosity, active listening, comfort with silence, and asking unexpected questions that help advisors uncover the stories, values, and human details that deepen client relationships and support well-being across generations.

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  Episode #56

  Love, Wisdom, Money: A conversation with PPI's new Dean of Financial Advising and Wealth Planning

  Jul 31, 202639 min

  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 Wealth Planning, to explore how 40+ years in the profession led him to reframe wealth as the fusion of love, wisdom, and money. Buddy shares the story behind his "family fiduciary" concept, why coordinating specialists around the human side of a family matters as much as the technical side, and how AI is accelerating the need to fuse EQ and IQ in advising, offering candid takeaways for advisors navigating where the profession is headed.

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  Episode #55

  Every Dollar with Intention: The Other 95% of Your Portfolio

  Jun 30, 202631 minS1

  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 trace the Sorensen Impact Foundation's journey to a 100% mission-aligned portfolio — replacing over 30 investment managers while pursuing market-rate returns. Lauren breaks down the continuum of capital from pure philanthropy to catalytic and market-rate impact investing, shares practical first steps like values-screened direct indexing, and explains why grant dollars remain irreplaceable for the work markets won't fund. She also offers hard-won advice on facilitating family values conversations across generations. Her parting challenge: your capital is already making a statement about what you value — the only question is whether that statement is intentional. NOTE: This podcast is intended for informational purposes only and is not a substitute for personalized advice from Sorenson Impact Advisory. Nothing discussed in this episode constitutes a recommendation, offer, or solicitation to buy or sell any security. Certain statements made during this episode are forward-looking in nature, including descriptions of anticipated investment outcomes, expected portfolio characteristics, and potential benefits of specific strategies. SIA believes such statements are based on reasonable assumptions, but forward-looking statements are inherently uncertain and actual results may differ materially from those described. Undue reliance should not be placed on forward-looking statements. The discussion of tax-loss harvesting describes a potential feature of direct indexing for investors with taxable accounts. Tax outcomes depend on each investor's individual tax situation and cannot be predicted or guaranteed. SIA does not provide legal or tax advice. Please consult a qualified legal or tax professional before implementing any strategy discussed in this episode. Tax-loss harvesting involves the realization of losses and does not guarantee a net tax benefit. Different types of investments involve varying degrees of risk, including the possible loss of money invested. Past performance and past investment decisions described in this episode are not indicative of future results, and it should not be assumed that future performance of any specific investment or investment strategy discussed will be profitable. There can be no assurance that investment objectives will be achieved. Registration with the SEC does not imply a certain level of skill or training.

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  Episode #54

  Collaborating through Conflict

  May 31, 202629 minS1

  <p>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. Drawing from a real-world engagement involving a strained trustee-beneficiary relationship between a mother and daughter, Jeff and Garrett reflect on the challenges of stepping into a high-stakes collaboration as new partners navigating emotional tension, unclear expectations, and evolving client needs. Together, they unpack themes of ego, economics, and expectations, highlighting the importance of humility, communication, role clarity, and staying within one’s expertise while serving fa...

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