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:
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

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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

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