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:
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:
Sue Schwartzman, Principal, Schwartzman Advising

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

S1:E14 | The Next Generation: Planning the Future

Guest Speaker:
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:
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:E25 | Choosing the Right Team

Guest Speaker:
Richard Marker, Co-Principal and Founder, Institute for Wise Philanthropy

Host:
Deborah Goldstein, Principal, Enlightened Philanthropy, PPI Co-Dean of Philanthropy

S1:E24 | Philanthropy is a Team Sport

Guest Speaker:
Janell Turner, Senior Philanthropy Advisor, Phila Engaged Giving

Host:
Deborah Goldstein, Principal, Enlightened Philanthropy, PPI Co-Dean of Philanthropy

S1:E23 | Preserving Your Legacy

Guest Speaker:
Karen Corbitt, Founder, Generational Story

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

S1:E22 | What Does Love Have to Do with Serving Clients?

Guest Speaker:
Dr. Richard Orlando, Founder, Legacy Capitals

Host:
Melissa Mitchell-Blitch, Family Business and Family Wealth Consultant, Author, PPI Dean of Individual Development

S1:E21 | Lessons From the Ranch – Entrepreneurship and Reclaiming Our Family Stories

Guest Speaker:
Lewis Weil, Founder, Money Positive

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

S1:E20 | Appreciative Inquiry: Building on the Strengths of a Family

Guest Speaker:
Courtney Pullen, MA, LPC, President, Pullen Consulting Group

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

S1:E19 | Why Conversations About Death Matter

Guest Speaker:
Lori LoCicero and Lisa Pahl, Creators of The Death Deck

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

S1:E18 | How Philanthropy Advice Unlocks Giving

Guest Speaker:
Emma Beeston, Philanthropy Advisor

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

S1:E17 | Adapt, Change, or Disappear

Guest Speaker:
Gretchen Figge, CEO, COREnology and David York, Esq., CPA, Managing Partner, York Howell & Guymon

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

S1:E16 | Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices

Guest Speaker:
Richard “Rick” Peck, Independent Philanthropy Advisor, Richard C. Peck Consulting, LLC and Founder of The Philanthropy Guy; and Vanessa Denney, Director of Philanthropic Services, Omaha Community Foundation

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

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

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

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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: Aileen Miziolek, The Family Business Consulting Group

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

Guest Speaker: Sue Schwartzman, Principal, Schwartzman Advising

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

Guest Speaker: Dean R. Fowler, PhD

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

Guest Speaker: 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: Richard Marker, Co-Principal and Founder, Institute for Wise Philanthropy

Host: Deborah Goldstein, Principal, Enlightened Philanthropy, PPI Co-Dean of Philanthropy

Guest Speaker: Janell Turner, Senior Philanthropy Advisor, Phila Engaged Giving

Host: Deborah Goldstein, Principal, Enlightened Philanthropy, PPI Co-Dean of Philanthropy

Guest Speaker: Karen Corbitt, Founder, Generational Story

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

Guest Speaker: Dr. Richard Orlando, Founder, Legacy Capitals

Host: Melissa Mitchell-Blitch, Family Business and Family Wealth Consultant, Author, PPI Dean of Individual Development

Guest Speaker: Lewis Weil, Founder, Money Positive

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

Guest Speaker: Courtney Pullen, MA, LPC, President, Pullen Consulting Group

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

Guest Speaker: Lori LoCicero and Lisa Pahl, Creators of The Death Deck

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

Guest Speaker: Emma Beeston, Philanthropy Advisor

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

Guest Speaker: Gretchen Figge, CEO, COREnology and David York, Esq., CPA, Managing Partner, York Howell & Guymon

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

Guest Speaker: Richard “Rick” Peck, Independent Philanthropy Advisor, Richard C. Peck Consulting, LLC and Founder of The Philanthropy Guy; and Vanessa Denney, Director of Philanthropic Services, Omaha Community Foundation

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

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

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

Guest Speaker: Dean R. Fowler, PhD

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

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Guest Speaker:
Aileen Miziolek, The Family Business Consulting Group

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

Guest Speaker:
Sue Schwartzman, Principal, Schwartzman Advising

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

Guest Speaker:
Dean R. Fowler, PhD

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

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

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

Guest Speaker:
Richard Marker, Co-Principal and Founder, Institute for Wise Philanthropy

Host:
Deborah Goldstein, Principal, Enlightened Philanthropy, PPI Co-Dean of Philanthropy

Guest Speaker:
Janell Turner, Senior Philanthropy Advisor, Phila Engaged Giving

Host:
Deborah Goldstein, Principal, Enlightened Philanthropy, PPI Co-Dean of Philanthropy

Guest Speaker:
Karen Corbitt, Founder, Generational Story

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

Guest Speaker:
Dr. Richard Orlando, Founder, Legacy Capitals

Host:
Melissa Mitchell-Blitch, Family Business and Family Wealth Consultant, Author, PPI Dean of Individual Development

Guest Speaker:
Lewis Weil, Founder, Money Positive

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

Guest Speaker:
Courtney Pullen, MA, LPC, President, Pullen Consulting Group

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

Guest Speaker:
Lori LoCicero and Lisa Pahl, Creators of The Death Deck

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

Guest Speaker:
Emma Beeston, Philanthropy Advisor

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

Guest Speaker:
Gretchen Figge, CEO, COREnology and David York, Esq., CPA, Managing Partner, York Howell & Guymon

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

Guest Speaker:
Richard “Rick” Peck, Independent Philanthropy Advisor, Richard C. Peck Consulting, LLC and Founder of The Philanthropy Guy; and Vanessa Denney, Director of Philanthropic Services, Omaha Community Foundation

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

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

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

Guest Speaker:
Dean R. Fowler, PhD

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