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Hosted by wealth.com · business · EN
Let's reimagine estate planning together. We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies). The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovat
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Contact path
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Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchLet's reimagine estate planning together. We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process.
Recent episodes include "Celebrity Estate Plan Horror Stories, From Prince to Heath Ledger" (29 October 2026, 21 minutes), "How to Fix a Mistake in a Trust" (14 October 2026, 16 minutes), and "How to Remove or Replace a Trustee" (28 September 2026, 20 minutes).
The Practical Planner publishes roughly every two weeks, with episodes averaging 26 minutes across 72 episodes.
Booking probability for The Practical Planner is 33%, and the host is rated Selective on guests. The Practical Planner requires a Pod Score of 80 or higher. The Practical Planner's contact route on record: verified email.
The strongest fits for The Practical Planner are Law & Legal Services. The Practical Planner has a business audience.
The Practical Planner is a business podcast with 72 episodes published.
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Episode #15
Celebrities have managers, agents, and advisors around them, yet many still leave estate plans that fail their families. Thomas Kopelman is joined by Lisa Hendrix Weigel, Sr. Counsel, Strategic Growth at Wealth.com , to...
Episode #14
Even a small mistake in a trust can change where the assets go. Thomas Kopelman and Anne Rhodes walk through the most common errors, from a misspelled beneficiary name to a section reference that points nowhere. Anne...
Episode #13
Knowing how to remove or replace a trustee comes down to what the trust document allows. Thomas Kopelman and Anne Rhodes cover why clients change trustees, from aging relatives to a corporate trustee that no longer...
Episode #12
Giving assets away without giving up access is the puzzle at the center of most ultra-high-net-worth planning. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com , to walk...
Episode #11
A green card makes someone a spouse in every way but one: the unlimited marital deduction. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com and a longtime international...
Episode #10
Thomas Kopelman, Anne Rhodes, and Lisa Weigel dig into one of the most common real estate questions advisors hear: should a client hold a rental, second home, or even a primary residence inside an LLC? The answer, they...
Episode #9
Being named in the trust feels like job security — until you realize it can be undone with a signature. In this episode, Thomas Kopelman, Anne Rhodes, and Lisa Weigel break down why advisors who chase trustee or...
Episode #8
Liam Hanlon of Jump joins Thomas Kopelman and Anne Rhodes for a data-driven look at what AI is really revealing about advisor–client conversations. Drawing on Jump's research across thousands of advisor meetings, they...
Episode #7
Thomas Kopelman, Anne Rhodes, and Lisa Weigel explore the critical role financial advisors play when a client loses a spouse. They break the advisor-widow relationship into three phases—preparation while both spouses...
Episode #6
In this episode, Anne Rhodes flips the script and interviews co-host Thomas Kopelman about how he actually uses Wealth.com in his financial planning practice. Thomas walks through his end-to-end process—from using...
Episode #5
Thomas Kopelman is joined by Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com , to explore the essential estate planning steps new parents need to take. They break down how to designate guardians...
Episode #4
Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com , joins Thomas Kopelman and Anne Rhodes to tackle the complexities of estate planning when clients go through a divorce. From the ethical dilemmas...
The Practical Planner
Join hosts Thomas Kopelman and Anne Rhodes as they dive into the complexities of financial planning with a fresh perspective. They tackle the often misunderstood topic of irrevocable trusts, revealing how these...
The Practical Planner
In this episode of the Practical Planner Podcast, Thomas Koppelman and Anne Rhodes discuss the critical aspects of estate planning, focusing on when and why individuals should update their estate plans. They explore...
Episode #1
In this episode, Anne Rhodes is joined by Addie Prewitt, and Alaina Lacter unpack the complexities of estate planning in Louisiana—from its unique legal terminology to key concepts like forced heirship, community...
The Practical Planner
In this episode of the Practical Planner Podcast, host Thomas Kopelman, along with Anne Rhodes and guest Rachel Hartman, delve into the critical topic of liquidity in estate planning. They discuss the importance of...
The Practical Planner
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning. They discuss the differences between the two, the importance of state-specific tax...
The Practical Planner
In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management. They explore the intricacies of being a trust beneficiary, the...
The Practical Planner
Join Thomas Kopelman and Anne Rhodes as they welcome Christopher Holtby to the Practical Planner Podcast. This episode delves into the world of trustees, exploring the differences between corporate and individual...
The Practical Planner
In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton dive into the critical topic of estate planning. They discuss common mistakes people make, such as not having an estate plan...
Recent guests on The Practical Planner. Study who booked and why before you pitch.
PitchCentric classifies The Practical Planner under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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