All Episodes
Purposeful Planning Podcast — 54 episodes
Collaborating through Conflict
Finding a Place to Stand: Dr. Ed Shapiro on Voice, Authority, and the Family System
A System's Lens Through a System's Journey Part 2: The Power of Talking about our Mistakes
Shaping the Field of Philanthropic Advising
Combining Financial Planning and Mental Health Counseling to Transform Outcomes for Families
A System's Lens Through a System's Journey
Turning up the Lights: A Progressive Approach to Wealth Disclosure Conversations
Effective Family Philanthropy in Practice
How to Deal with Setbacks - Part 2
Impact with Intention
Aligning Profit with Purpose: The Rise of Purpose Trusts in Modern Business
The Cost of Getting Healthcare Wrong
Family History: Unleashing the Potential of Your Family's Beautiful Complexity
To Donate or Not to Donate? The Art of Giving to Museums
Shifting Clients into Action When They are Entrenched in Opposition
How to Deal with Setbacks
Building a Collaborative Team
Addiction Recovery Services for UHNW Families
Accounting for Chronic Illness in the Succession Planning Process
Guiding Clients Toward True Prosperity: Beyond Financial Advice, a Journey into Client Behavior
Tax Advantaged Strategies for Business Sales
Resentment and Perfectionism: Why You Need To Stop “Shoulding” On Yourself
Don’t Leave a Mess!
Ruling Your Wealth: How to Approach and Understand Key Issues Surrounding Inherited Wealth
Estate Planning as a Doorway to Family Healing
Risk, Adventure and the Search for Meaning
Do You Know What You Own?
Cultivating Belonging & Trust Through Filmmaking
Which Form Should Your Content Take?
Choosing the Right Team
Philanthropy is a Team Sport
Preserving Your Legacy
What Does Love Have to Do with Serving Clients?
Lessons From the Ranch - Entrepreneurship and Reclaiming Our Family Stories
Appreciative Inquiry: Building on the Strengths of a Family
Why Conversations About Death Matter
How Philanthropy Advice Unlocks Giving
PPP Episode 8: Adapt, Change, or Disappear
Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices
Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others
The Next Generation: Planning the Future
Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at an Early Age
Uncovering Client Personality: More Than A “Type”
Using the KMSI-R in Financial Coaching
Lessons Learned in a Decade Working with the Next Generation
Building Stronger Family Relationships Through Clean Language
Inspired Wealth: Financial Leadership for the 21st Century
The Invisible Structures of the Family Office
Helping Clients Plan for Solo Aging
Bonds of Human Trust: Tips from Research on Relationships for Management, Consulting, and Advising
Connecting Family Philanthropists Across Generations
What is “Family Stewardship” & Why Does it Matter to Clients & Advisors?
How Powerful Are Your Questions?
The Purposeful Planning Revolution