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:E1 | The Purposeful Planning Revolution

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

S1:E10 | Lessons Learned in a Decade Working with the Next Generation

Guest Speaker:
Whitney Webb, Managing Director, Family Governance, Cresset Capital

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

S1:E11 | Using the KMSI-R in Financial Coaching

Guest Speaker:
Maggie Klokkenga, CPA, CFP®, Founder, Make A Money Mindshift

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

S1:E12 | Uncovering Client Personality: More Than A “Type”

Guest Speaker:
Sarah Stanley Fallaw, Ph.D. Co-author, The Next Millionaire Next Door, and Founder, DataPoints

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

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:E12 | Uncovering Client Personality: More Than A “Type”

Guest Speaker:
Sarah Stanley Fallaw, Ph.D. Co-author, The Next Millionaire Next Door, and Founder, DataPoints

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

S1:E11 | Using the KMSI-R in Financial Coaching

Guest Speaker:
Maggie Klokkenga, CPA, CFP®, Founder, Make A Money Mindshift

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

S1:E10 | Lessons Learned in a Decade Working with the Next Generation

Guest Speaker:
Whitney Webb, Managing Director, Family Governance, Cresset Capital

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

S1:E9 | Building Stronger Family Relationships Through Clean Language

Guest Speaker:
Emily Bouchard, Head of Institute for Family Success, PNC Private Bank Hawthorn

Host:
Melissa Mitchell-Blitch, MS, MA, Founder, Eredita Consulting & PPI Dean of Individual Development

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

Guest Speaker:
Aileen Miziolek, The Family Business Consulting Group

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

S1:E7 | The Invisible Structures of the Family Office

Guest Speaker:
Kirby Rosplock, PhD, Founder, Tamarind Partners, Inc., PPI Dean of Family Offices

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

S1:E6 | Helping Clients Plan for Solo Aging

Guest Speaker:
Carol Marak, Author, Speaker, Coach

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

S1:E5 | Bonds of Human Trust: Tips from Research on Relationships for Management, Consulting, and Advising

Guest Speaker:
Charles Eckhart, PhD, Co-Founder, Cathexis Group and Oksana Yakushko, PhD, Co-Founder, Cathexis Group

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

S1:E4 | Connecting Family Philanthropists Across Generations

Guest Speaker:
Stephanie Ellis-Smith, Principal Advisor/CEO, Phīla Engaged Giving, PPI Dean of Philanthropy

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

S1:E3 | What is “Family Stewardship” & Why Does it Matter to Clients & Advisors?

Guest Speaker:
Thomasina Williams, Founder, Sankofa Legacy Advisors

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

S1:E2 | How Powerful Are Your Questions?

Guest Speaker:
Ian McDermott, Founder and Chief Executive of International Teaching Seminars (ITS), PPI Dean of Innovation & Learning

Host:
Kirby Rosplock, PhD, Founder, Tamarind Partners, Inc., PPI Dean of Family Offices

S1:E1 | The Purposeful Planning Revolution

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

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:

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

Guest Speaker: Whitney Webb, Managing Director, Family Governance, Cresset Capital

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

Guest Speaker: Maggie Klokkenga, CPA, CFP®, Founder, Make A Money Mindshift

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

Guest Speaker: Sarah Stanley Fallaw, Ph.D. Co-author, The Next Millionaire Next Door, and Founder, DataPoints

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

Subscribe Now!

Be a Guest on Our Show

PPI Podcasts

Guest Speaker: Sarah Stanley Fallaw, Ph.D. Co-author, The Next Millionaire Next Door, and Founder, DataPoints

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

Guest Speaker: Maggie Klokkenga, CPA, CFP®, Founder, Make A Money Mindshift

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

Guest Speaker: Whitney Webb, Managing Director, Family Governance, Cresset Capital

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

Guest Speaker: Emily Bouchard, Head of Institute for Family Success, PNC Private Bank Hawthorn

Host: Melissa Mitchell-Blitch, MS, MA, Founder, Eredita Consulting & PPI Dean of Individual Development

Guest Speaker: Aileen Miziolek, The Family Business Consulting Group

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

Guest Speaker: Kirby Rosplock, PhD, Founder, Tamarind Partners, Inc., PPI Dean of Family Offices

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

Guest Speaker: Carol Marak, Author, Speaker, Coach

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

Guest Speaker: Charles Eckhart, PhD, Co-Founder, Cathexis Group and Oksana Yakushko, PhD, Co-Founder, Cathexis Group

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

Guest Speaker: Stephanie Ellis-Smith, Principal Advisor/CEO, Phīla Engaged Giving, PPI Dean of Philanthropy

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

Guest Speaker: Thomasina Williams, Founder, Sankofa Legacy Advisors

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

Guest Speaker: Ian McDermott, Founder and Chief Executive of International Teaching Seminars (ITS), PPI Dean of Innovation & Learning

Host: Kirby Rosplock, PhD, Founder, Tamarind Partners, Inc., PPI Dean of Family Offices

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

Newsletter Signup

Follow Us

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

Guest Speaker:
Whitney Webb, Managing Director, Family Governance, Cresset Capital

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

Guest Speaker:
Maggie Klokkenga, CPA, CFP®, Founder, Make A Money Mindshift

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

Guest Speaker:
Sarah Stanley Fallaw, Ph.D. Co-author, The Next Millionaire Next Door, and Founder, DataPoints

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

Guest Speaker:
Sarah Stanley Fallaw, Ph.D. Co-author, The Next Millionaire Next Door, and Founder, DataPoints

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

Guest Speaker:
Maggie Klokkenga, CPA, CFP®, Founder, Make A Money Mindshift

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

Guest Speaker:
Whitney Webb, Managing Director, Family Governance, Cresset Capital

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

Guest Speaker:
Emily Bouchard, Head of Institute for Family Success, PNC Private Bank Hawthorn

Host:
Melissa Mitchell-Blitch, MS, MA, Founder, Eredita Consulting & PPI Dean of Individual Development

Guest Speaker:
Aileen Miziolek, The Family Business Consulting Group

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

Guest Speaker:
Kirby Rosplock, PhD, Founder, Tamarind Partners, Inc., PPI Dean of Family Offices

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

Guest Speaker:
Carol Marak, Author, Speaker, Coach

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

Guest Speaker:
Charles Eckhart, PhD, Co-Founder, Cathexis Group and Oksana Yakushko, PhD, Co-Founder, Cathexis Group

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

Guest Speaker:
Stephanie Ellis-Smith, Principal Advisor/CEO, Phīla Engaged Giving, PPI Dean of Philanthropy

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

Guest Speaker:
Thomasina Williams, Founder, Sankofa Legacy Advisors

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

Guest Speaker:
Ian McDermott, Founder and Chief Executive of International Teaching Seminars (ITS), PPI Dean of Innovation & Learning

Host:
Kirby Rosplock, PhD, Founder, Tamarind Partners, Inc., PPI Dean of Family Offices

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