Purposeful Planning Podcasts

Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being. These podcasts will also be valuable for family leaders, who are dedicated to helping individual family members find their pathway to flourishing lives and strengthening the relational fabric of the family.

New to the Podcast?

Here are four must-listen-to episodes to get you started. You won’t want to miss content like this:

S1:E8 | Inspired Wealth: Financial Leadership for the 21st Century

Guest Speaker(s):
Aileen Miziolek, The Family Business Consulting Group

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute

S1:E13 | Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at an Early Age

Guest Speaker(s):
Sue Schwartzman, Principal, Schwartzman Advising

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute

S1:E14 | The Next Generation: Planning the Future

Guest Speaker(s):
Dean R. Fowler, PhD

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute

S1:E15 | Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others

Guest Speaker(s):
Coventry Edwards-Pitt, CFA, CFP®, Chief Creative Officer, Ballentine Partners

Host:
Jamie Traeger-Muney, PhD, Founder, Wealth Legacy Group

Subscribe Now!

Be a Guest on Our Show

Do you have tangible, practical tips and advice you would like to share with advisors and consultants to legacy families and families in business?

PPI Podcasts

S1:E37 | Addiction Recovery Services for UHNW Families

Guest Speaker(s):
John Campbell, LCSW, LCDC, CSAT, CMAT, BSP, NCIP, Founder & CEO, Campbell Recovery Services

Host:
Steve Legler, MBA, FEA, CPCC, Family Legacy Coach, TSI Heritage

S1:E36 | Accounting for Chronic Illness in the Succession Planning Process

Guest Speaker(s):
Ruschelle Khanna, LCSW, Clinical Hypnotherapist

Host:
Steve Legler, MBA, FEA, CPCC, Family Legacy Coach, TSI Heritage

S1:E35 | Guiding Clients Toward True Prosperity: Beyond Financial Advice, a Journey into Client Behavior

Guest Speaker(s):
Danielle Howard, CFP®, CKA®, Author, Speaker, Personal Finance Thought Leader

Host:
Melissa Mitchell-Blitch, Consultant, Author, Founder, Eredità Consulting

S1:E34 | Tax Advantaged Strategies for Business Sales

Guest Speaker(s):
Tiffany House, CAP®, CEPA, FCEP, Tax, Estate, and Charitable Strategist

Host:
Melissa Mitchell-Blitch, Consultant, Author, Founder, Eredità Consulting

S1:E33 | Resentment and Perfectionism: Why You Need To Stop “Shoulding” On Yourself

Guest Speaker(s):
Corey Hirsch, JD, MSW

Host:
Kristen Heaney, MSW, BCC, ACFWA, Coach/Consultant, Legacy Capitals

S1:E32 | Don’t Leave a Mess!

Guest Speaker(s):
Sandy Pollack CFP, CLU, TEP, FEA, MFA-P, Founder and Principal, Trimaran Advisory Group Ltd.

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute

S1:E31 | Ruling Your Wealth: How to Approach and Understand Key Issues Surrounding Inherited Wealth

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Purposeful Planning Podcasts

New to the Podcast?

Here are four must-listen-to episodes to get you started. You won’t want to miss content like this:

Guest Speaker(s): Aileen Miziolek, The Family Business Consulting Group

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s): Sue Schwartzman, Principal, Schwartzman Advising

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s): Dean R. Fowler, PhD

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s): Coventry Edwards-Pitt, CFA, CFP®, Chief Creative Officer, Ballentine Partners

Host: Jamie Traeger-Muney, PhD, Founder, Wealth Legacy Group

Subscribe Now!

Be a Guest on Our Show

PPI Podcasts

Guest Speaker(s): John Campbell, LCSW, LCDC, CSAT, CMAT, BSP, NCIP, Founder & CEO, Campbell Recovery Services

Host: Steve Legler, MBA, FEA, CPCC, Family Legacy Coach, TSI Heritage

Guest Speaker(s): Ruschelle Khanna, LCSW, Clinical Hypnotherapist

Host: Steve Legler, MBA, FEA, CPCC, Family Legacy Coach, TSI Heritage

Guest Speaker(s): Danielle Howard, CFP®, CKA®, Author, Speaker, Personal Finance Thought Leader

Host: Melissa Mitchell-Blitch, Consultant, Author, Founder, Eredità Consulting

Guest Speaker(s): Tiffany House, CAP®, CEPA, FCEP, Tax, Estate, and Charitable Strategist

Host: Melissa Mitchell-Blitch, Consultant, Author, Founder, Eredità Consulting

Guest Speaker(s): Corey Hirsch, JD, MSW

Host: Kristen Heaney, MSW, BCC, ACFWA, Coach/Consultant, Legacy Capitals

Guest Speaker(s): Sandy Pollack CFP, CLU, TEP, FEA, MFA-P, Founder and Principal, Trimaran Advisory Group Ltd.

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s): Chip Fisher, Life Consultant, Ursus Advisory

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s): Catherine Hammond, President, Hammond Law Group, PC

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

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Guest Speaker(s):
Aileen Miziolek, The Family Business Consulting Group

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s):
Sue Schwartzman, Principal, Schwartzman Advising

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s):
Dean R. Fowler, PhD

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s):
Coventry Edwards-Pitt, CFA, CFP®, Chief Creative Officer, Ballentine Partners

Host:
Jamie Traeger-Muney, PhD, Founder, Wealth Legacy Group

Guest Speaker(s):
John Campbell, LCSW, LCDC, CSAT, CMAT, BSP, NCIP, Founder & CEO, Campbell Recovery Services

Host:
Steve Legler, MBA, FEA, CPCC, Family Legacy Coach, TSI Heritage

Guest Speaker(s):
Ruschelle Khanna, LCSW, Clinical Hypnotherapist

Host:
Steve Legler, MBA, FEA, CPCC, Family Legacy Coach, TSI Heritage

Guest Speaker(s):
Danielle Howard, CFP®, CKA®, Author, Speaker, Personal Finance Thought Leader

Host:
Melissa Mitchell-Blitch, Consultant, Author, Founder, Eredità Consulting

Guest Speaker(s):
Tiffany House, CAP®, CEPA, FCEP, Tax, Estate, and Charitable Strategist

Host:
Melissa Mitchell-Blitch, Consultant, Author, Founder, Eredità Consulting

Guest Speaker(s):
Corey Hirsch, JD, MSW

Host:
Kristen Heaney, MSW, BCC, ACFWA, Coach/Consultant, Legacy Capitals

Guest Speaker(s):
Sandy Pollack CFP, CLU, TEP, FEA, MFA-P, Founder and Principal, Trimaran Advisory Group Ltd.

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s):
Chip Fisher, Life Consultant, Ursus Advisory

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Guest Speaker(s):
Catherine Hammond, President, Hammond Law Group, PC

Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute