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

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:E50 | Combining Financial Planning and Mental Health Counseling to Transform Outcomes for Families

Guest Speaker(s):
Sean Maher, Principal, Valley Forge Financial Group and Jill Maher, LPC, Licensed Professional Counselor, The Peacemaker Center

Host:
Lauren Ferrara, Founder and Chief Storyteller, Why Wait Stories

S1:E49 | A System’s Lens Through a System’s Journey

Guest Speaker(s):
Kathy Wiseman, MBA, Founder, Working Systems, Inc.; Co-Founder, The Family Portfolio, Faculty & The Bowen Center for the Study of the Family

Host:
Natalie McVeigh, CAP, TEP, ACFBA, ACFWA, Senior Management Consultant, Oikonomia

S1:E48 | Turning up the Lights: A Progressive Approach to Wealth Disclosure Conversations

Guest Speaker(s):
Valerie Galinskaya, Managing Director and Head, Merrill Center for Family Wealth®; Shilpa Mirchandani, Director and Center Principal, Merrill Center for Family Wealth®

Host:
Lauren Ferrara, Founder and Chief Storyteller, Why Wait Stories

S1:E47 | Effective Family Philanthropy in Practice

Guest Speaker(s):
Nicholas A. Tedesco, President and CEO, National Center for Family Philanthropy (NCFP)

Host:
Stephanie Ellis Smith, CAP®, Founder and CEO, Phila Engaged Giving

S1:E46 | How to Deal with Setbacks – Part 2

Guest Speaker(s):
Ian McDermott, Founder, International Teaching Seminars, PPI Dean of Professional Intrapersonal Development & Skill Building

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

S1:E45 | Impact with Intention

Guest Speaker(s):
Courtney Joyner Gage, Senior Advisor, Align Impact

Host:
Stephanie Ellis Smith, CAP®, Founder and CEO, Phila Engaged Giving

S1:E44 | Aligning Profit with Purpose: The Rise of Purpose Trusts in Modern Business

Guest Speaker(s):
Natalie Reitman-White, Principal, Purpose Owned

Host:
David R. York, Esq., CPA, Managing Partner, York Howell

S1:E43 | The Cost of Getting Healthcare Wrong

Guest Speaker(s):
Lindsay Loomis, MBA Senior Vice President, Strategic Business Development, Emry Concierge Health Advocates

Host:
Luke Jernagan, Managing Director-Family Learning, Matter Family Office, LLC

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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): Sean Maher, Principal, Valley Forge Financial Group and Jill Maher, LPC, Licensed Professional Counselor, The Peacemaker Center

Host: Lauren Ferrara, Founder and Chief Storyteller, Why Wait Stories

Guest Speaker(s): Kathy Wiseman, MBA, Founder, Working Systems, Inc.; Co-Founder, The Family Portfolio, Faculty & The Bowen Center for the Study of the Family

Host: Natalie McVeigh, CAP, TEP, ACFBA, ACFWA, Senior Management Consultant, Oikonomia

Guest Speaker(s): Valerie Galinskaya, Managing Director and Head, Merrill Center for Family Wealth®; Shilpa Mirchandani, Director and Center Principal, Merrill Center for Family Wealth®

Host: Lauren Ferrara, Founder and Chief Storyteller, Why Wait Stories

Guest Speaker(s): Nicholas A. Tedesco, President and CEO, National Center for Family Philanthropy (NCFP)

Host: Stephanie Ellis Smith, CAP®, Founder and CEO, Phila Engaged Giving

Guest Speaker(s): Ian McDermott, Founder, International Teaching Seminars, PPI Dean of Professional Intrapersonal Development & Skill Building

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

Guest Speaker(s): Courtney Joyner Gage, Senior Advisor, Align Impact

Host: Stephanie Ellis Smith, CAP®, Founder and CEO, Phila Engaged Giving

Guest Speaker(s): Natalie Reitman-White, Principal, Purpose Owned

Host: David R. York, Esq., CPA, Managing Partner, York Howell

Guest Speaker(s): Lindsay Loomis, MBA Senior Vice President, Strategic Business Development, Emry Concierge Health Advocates

Host: Luke Jernagan, Managing Director-Family Learning, Matter Family Office, LLC

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):
Sean Maher, Principal, Valley Forge Financial Group and Jill Maher, LPC, Licensed Professional Counselor, The Peacemaker Center

Host:
Lauren Ferrara, Founder and Chief Storyteller, Why Wait Stories

Guest Speaker(s):
Kathy Wiseman, MBA, Founder, Working Systems, Inc.; Co-Founder, The Family Portfolio, Faculty & The Bowen Center for the Study of the Family

Host:
Natalie McVeigh, CAP, TEP, ACFBA, ACFWA, Senior Management Consultant, Oikonomia

Guest Speaker(s):
Valerie Galinskaya, Managing Director and Head, Merrill Center for Family Wealth®; Shilpa Mirchandani, Director and Center Principal, Merrill Center for Family Wealth®

Host:
Lauren Ferrara, Founder and Chief Storyteller, Why Wait Stories

Guest Speaker(s):
Nicholas A. Tedesco, President and CEO, National Center for Family Philanthropy (NCFP)

Host:
Stephanie Ellis Smith, CAP®, Founder and CEO, Phila Engaged Giving

Guest Speaker(s):
Ian McDermott, Founder, International Teaching Seminars, PPI Dean of Professional Intrapersonal Development & Skill Building

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

Guest Speaker(s):
Courtney Joyner Gage, Senior Advisor, Align Impact

Host:
Stephanie Ellis Smith, CAP®, Founder and CEO, Phila Engaged Giving

Guest Speaker(s):
Natalie Reitman-White, Principal, Purpose Owned

Host:
David R. York, Esq., CPA, Managing Partner, York Howell

Guest Speaker(s):
Lindsay Loomis, MBA Senior Vice President, Strategic Business Development, Emry Concierge Health Advocates

Host:
Luke Jernagan, Managing Director-Family Learning, Matter Family Office, LLC