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:
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

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PPI Podcasts

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
Guest Speaker(s):
John Graham, Director of Operations, Giraffe Heroes Project
Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute
Guest Speaker(s):
Sonya Weisshappel, Founder and CEO, Seriatim, Inc.
Host:
Thomasina Williams, Founder, Sankofa Legacy Advisors
Guest Speaker(s):
Arielle Nóbile, Legacy Filmmaker, Legacy Connections Films
Host:
Steve Legler, MBA, FEA, CPCC, Family Legacy Coach & Advisor at TSI Heritage
Guest Speaker(s):
Dave Goetz, Co-Founder of Journey Sixty6 and President of CZ Strategy & Melissa Parks, Co- Founder of Journey Sixty6 and Managing Director of Social Media at CZ Strategy
Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute
Guest Speaker(s):
Richard Marker, Co-Principal and Founder, Institute for Wise Philanthropy
Host:
Deborah Goldstein, Principal, Enlightened Philanthropy, PPI Co-Dean of Philanthropy
Guest Speaker(s):
Janell Turner, Senior Philanthropy Advisor, Phila Engaged Giving
Host:
Deborah Goldstein, Principal, Enlightened Philanthropy, PPI Co-Dean of Philanthropy
Guest Speaker(s):
Karen Corbitt, Founder, Generational Story
Host:
John A. Warnick, Esq., Founder, Purposeful Planning Institute