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:

Helping Clients Plan for Solo Aging

Guest Speaker:
Carol Marak, Author, Speaker, Coach

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

S1:E1 | The Purposeful Planning Revolution

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: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

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

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:

Helping Clients Plan for Solo Aging

Guest Speaker:
Carol Marak, Author, Speaker, Coach

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

S1:E1 | The Purposeful Planning Revolution

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: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

Subscribe Now!

Be a Guest on Our Show

PPI Podcasts

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

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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: Carol Marak, Author, Speaker, Coach

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

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

Guest Speaker: Thomasina Williams, Founder, Sankofa Legacy Advisors

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

Subscribe Now!

Be a Guest on Our Show

PPI Podcasts

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

Guest Speaker:
Carol Marak, Author, Speaker, Coach

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

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

Guest Speaker:
Thomasina Williams, Founder, Sankofa Legacy Advisors

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