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Artwork for Legacy Blueprint: Plan It Forward

Legacy Blueprint: Plan It Forward

Mike Bascom
Estate Planning
Wealth Management
Financial Planning
Real Estate
Life Insurance
Legacy Planning
Collaboration
Leadership
Retirement Planning
Optofino
Tax Planning
Private Lending
Probate
Business Sales
Generational Wealth
Compass Wealth Management
Pricing Power
Northeast Georgia
Georgia
Trophy Point Capital

Concerned about ensuring your loved ones are well cared for? Dive into 'Legacy Blueprint: Plan It Forward' and turn those worries into action! Join host Mike Bascom, a seasoned estate planning attorney, as he collaborates with Georgia's top financial experts to bring you empowering insights and actionable strategies. Don't miss an episode—tune in weekly and start building a secure and thriving fut... more

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Artwork for Legacy Blueprint: Plan It Forward

Latest Episodes

What are the biggest retirement planning mistakes people make, and how can you avoid them before they jeopardize your financial future?

Retirement planning is about much more than building a nest egg—it’s about creating a strategy that gives you con... more

What are the critical, often-overlooked logistical and financial hurdles families face when transitioning a loved one to in-home care—and how can proactive planning prevent a crisis?

In this episode, host Mike Bascom sits down with Kevin Levinsky, t... more

How can pricing your expertise correctly help you build a more valuable business, attract better clients, and leave a stronger legacy for your family?

In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom sits down with pricing and valua... more

What are the essential estate planning steps you should take before downsizing your home?

In this special episode, Kanani Briggs, Lead Agent and Mentor at The Curtin Team and guide for individuals navigating the downsizing journey, sits down with Mi... more

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Recent Guests

Kassi Hyde
Wealth management professional with 20+ years of experience in retirement planning
Episode: The Biggest Retirement Planning Mistakes (And How to Avoid Them)
Kevin Levinsky
Chief Operating Officer and Chief Financial Officer of Whole Care Caregivers
Whole Care Caregivers
Episode: How to Plan for Long-Term Care Before a Family Crisis Hits
John Ray
Pricing and valuation strategist who helps attorneys, CPAs, consultants, coaches, and other trusted advisors communicate their value
Independent pricing strategist
Episode: The Secret to Charging What You're Worth Without Feeling Salesy
Mike Bascom
Elder law and estate planning attorney
Bascom Law
Episode: Elder Law Essentials: What Your Family Needs Before You Downsize
CJ Francis‑Eronini
Managing partner at YU Financial; former Clemson collegiate athlete
YU Financial
Episode: Debugging Finances for Stronger Multi-Generational Wealth - With CJ Francis-Eronini
Robert Amato
Principal of Compass Wealth Management
Compass Wealth Management
Episode: Bonus Episode: Elevating Professional Expertise Through Industry Trend Knowledge
Samir Patel
Managing partner at Trophy Point Capital, a private lending firm
Trophy Point Capital
Episode: Bonus Episode: Cash Flow and Tangible Assets: Pillars of Real Estate
Elijah John
Certified life insurance broker with accounting/financial services background
Independent broker; works with 70-80 carriers
Episode: Comprehensive Guidance for Life Insurance Planning - with Elijah John
Alyson Burkett
Certified Financial Planner and Chartered Retirement Planning Counselor
21 Goats Financial Planning
Episode: Bonus Episode: Psychological Barriers: The Hidden Obstacles to Financial Success

Host

Mike Bascom
Host of the show who introduces guests and guides the discussion

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#44
United States/Education/How To
Apple Podcasts
#135
Canada/Education/How To
Apple Podcasts
#17
Italy/Education/How To
Apple Podcasts
#25
Taiwan/Education/How To
Apple Podcasts
#25
Denmark/Education/How To
Apple Podcasts
#198
India/Education/How To

Talking Points

Recent interactions between the hosts and their guests.

The Biggest Retirement Planning Mistakes (And How to Avoid Them)
Q: Why is it important to help clients understand both the benefits and trade-offs of financial decisions?
Because ownership of choices builds confidence; when clients see the pros and cons, they can decide what aligns with their goals, knowing they have support and a clear rationale behind each path.
The Secret to Charging What You're Worth Without Feeling Salesy
Q: What role do introverts have in pricing conversations?
Introverts can excel in pricing conversations by being curious, attentive, and genuinely listening to clients' needs, which helps communicate value without appearing salesy.
The Secret to Charging What You're Worth Without Feeling Salesy
Q: What's a practical way to discover true value from clients?
Interrogate the reasons clients choose you—through reviews, testimonials, surveys, and direct conversations—to uncover values that aren't tied to traditional deliverables.
The Secret to Charging What You're Worth Without Feeling Salesy
Q: How can pricing be integrated into the strategic plan of a business?
Pricing should be treated as a strategic lever alongside marketing and operations; consistent, value-based price increases strengthen the business and its exit valuation.
The Secret to Charging What You're Worth Without Feeling Salesy
Q: What is the generosity mindset and how does it affect pricing conversations?
The generosity mindset is about getting out of your own head and into the client's world—asking questions about their hopes and fears to uncover true value, which then justifies pricing.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
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Professions
Age Range
Household Income
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Frequently Asked Questions About Legacy Blueprint: Plan It Forward

What is Legacy Blueprint: Plan It Forward about and what kind of topics does it cover?

This show centers on practical, action-oriented guidance for legacy and wealth planning, blending estate planning with financial strategy. Conversations often feature credentialed advisors who translate complex concepts—such as risk management, retirement planning, real estate as a wealth-building vehicle, private lending, and life insurance—into clear, repeatable steps for families and business owners. Guests frequently come from financial services, real estate, and advisory practices, sharing frameworks (like bucket risk or legacy planning) and client-focused processes designed to protect and transfer wealth across generations. A notable strength is the emphasis on ethics, education, and relationship-building, with episodes that blend tec... more

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Which podcasts are similar to Legacy Blueprint: Plan It Forward?

These podcasts share a similar audience with Legacy Blueprint: Plan It Forward:

1. Huberman Lab
2. BiggerPockets Real Estate Podcast
3. The School of Greatness
4. Better Than Happy
5. The Diary Of A CEO with Steven Bartlett

How many episodes of Legacy Blueprint: Plan It Forward are there?

Legacy Blueprint: Plan It Forward launched 6 months ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Legacy Blueprint: Plan It Forward?

Recent guests on Legacy Blueprint: Plan It Forward include:

1. Kassi Hyde
2. Kevin Levinsky
3. John Ray
4. Mike Bascom
5. CJ Francis‑Eronini
6. Robert Amato
7. Samir Patel
8. Elijah John

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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