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:
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

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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