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:E41 | To Donate or Not to Donate? The Art of Giving to Museums

Guest Speaker(s):
Gena Rotstein, Principal, Karma & Cents Inc.

Host:
Deborah Goldstein, Principal, Enlightened Philanthropy

S1:E40 | Shifting Clients into Action When They are Entrenched in Opposition

Guest Speaker(s):
Cathy Carroll, President, Legacy Onward, Inc.

Host:
Cooper Biersach, Certified Leadership Coach, Leadership Coaching & Family Business Consulting, BiersachGroup, LLC and Co-Founder & Adjunct Assistant Professor, Family Enterprise Center, UNC Kenan-Flagler Business School

S1:E39 | How to Deal with Setbacks

Guest Speaker(s):
Ian McDermott, Founder, International Teaching Seminars

Host:
Klea Harris, Attorney and Counselor at Law, Angel Advocates, PLLC

S1:E38 | Building a Collaborative Team

Guest Speaker(s):
Betsy Erickson, Managing Director and Head of Family and Individual Practice, Arabella Advisors; Stephanie Diamond, Director, BBR Partners

Host:
Deborah Goldstein, Principal, Enlightened Philanthropy

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

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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): Gena Rotstein, Principal, Karma & Cents Inc.

Host: Deborah Goldstein, Principal, Enlightened Philanthropy

Guest Speaker(s): Cathy Carroll, President, Legacy Onward, Inc.

Host: Cooper Biersach, Certified Leadership Coach, Leadership Coaching & Family Business Consulting, BiersachGroup, LLC and Co-Founder & Adjunct Assistant Professor, Family Enterprise Center, UNC Kenan-Flagler Business School

Guest Speaker(s): Ian McDermott, Founder, International Teaching Seminars

Host: Klea Harris, Attorney and Counselor at Law, Angel Advocates, PLLC

Guest Speaker(s): Betsy Erickson, Managing Director and Head of Family and Individual Practice, Arabella Advisors; Stephanie Diamond, Director, BBR Partners

Host: Deborah Goldstein, Principal, Enlightened Philanthropy

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

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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):
Gena Rotstein, Principal, Karma & Cents Inc.

Host:
Deborah Goldstein, Principal, Enlightened Philanthropy

Guest Speaker(s):
Cathy Carroll, President, Legacy Onward, Inc.

Host:
Cooper Biersach, Certified Leadership Coach, Leadership Coaching & Family Business Consulting, BiersachGroup, LLC and Co-Founder & Adjunct Assistant Professor, Family Enterprise Center, UNC Kenan-Flagler Business School

Guest Speaker(s):
Ian McDermott, Founder, International Teaching Seminars

Host:
Klea Harris, Attorney and Counselor at Law, Angel Advocates, PLLC

Guest Speaker(s):
Betsy Erickson, Managing Director and Head of Family and Individual Practice, Arabella Advisors; Stephanie Diamond, Director, BBR Partners

Host:
Deborah Goldstein, Principal, Enlightened Philanthropy

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