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Legacy Blueprint: Plan It Forward

Mike Bascom
Estate Planning
Financial Planning
Wealth Management
Life Insurance
Real Estate
Legacy Planning
Collaboration
Leadership
Tax Planning
Probate
Business Sales
Optofino
Northeast Georgia
Retirement Planning
Wilcox Financial Group
Business Valuation
Private Lending
Alpharetta
Atlanta
Licensing

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

Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe?

In this episode, Amy Adams, a licensed Associate Broker and Gold Standard Instructor with nearly 20 years of in... more

How can learning from experienced individuals benefit real estate investors?

Samir T. Patel is a prominent real estate entrepreneur and managing partner at Trophy Point Capital, a private lending firm that has facilitated over $150 million in transa... more

How can a personal family crisis and a background in financial numbers reshape the way we approach life insurance? 

Elijah John is a certified life insurance broker with a robust background in accounting and financial services. Drawing from his pers... more

Why is it important to establish an emergency fund in financial planning?

Alyson Burkett is a distinguished financial planner with a profound commitment to guiding families through the complexities of retirement, a dedication she has pursued since 2... more

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Recent Guests

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
David Kleinhandler
Visionary entrepreneur, insure tech pioneer, founder of multiple companies
Optofino (founder)
Episode: Bonus Episode: AI-Driven Life Insurance Simplification Platform
Julie Cunningham
Top producing realtor with 25 years of experience in Northeast Georgia
Realtor, Northeast Georgia
Episode: Uncovering Opportunities in Northeast Georgia's Real Estate Market - with Julie Cunningham
Robert Amato
Principal of Compass Wealth Management; CFP, CIMA
Compass Wealth Management
Episode: Elevating Professional Expertise Through Industry Trend Knowledge - with Robert Amato
Amy Adams
Licensed broker with 17+ years in real estate; educator and instructor (GSI, CDEI)
CE Shop; real estate educator
Episode: The Truth About Real Estate: Why It’s a Business, Not Just a Job - with Amy Adams
Samir Patel
Managing partner at Trophy Point Capital
Trophy Point Capital
Episode: Cash Flow and Tangible Assets: Pillars of Real Estate - With Samir T. Patel
Alyson Burkett
Certified Financial Planner and Chartered Retirement Planning Counselor
Independent financial planning professional in Atlanta area
Episode: Psychological Barriers: The Hidden Obstacles to Financial Success - with Alyson Burkett
Sarah Blankenship
COO, Wilcox Financial Group; author and financial educator
Wilcox Financial Group; Powerhouse Money
Episode: Transformative Financial Empowerment through Community - with Sarah Blankenship
Lee Henry
Georgia-based business sales expert with experience in various trades and entrepreneurship
Golden Shield Business
Episode: Consolidations: Bringing Wall Street Values to Main Street Businesses - with Lee Henry

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Talking Points

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Bonus Episode: Transformative Financial Empowerment through Community
Q: What motivated you to write Money Bitch and what are the common myths holding women back?
We wrote Money Bitch because we were tired of the idea that women must have everything figured out before working with a planner. The book challenges that myth and uses real client stories to show that starting sooner, with guidance, helps close gaps and build confidence.
Elevating Professional Expertise Through Industry Trend Knowledge - with Robert Amato
Q: What's the biggest challenge in growing Compass Wealth Management and helping families build wealth?
Keeping clients centered on risk and their goals, avoiding emotional reactions to market highs or lows, and guiding them through periods of volatility with a long-term focus.
Elevating Professional Expertise Through Industry Trend Knowledge - with Robert Amato
Q: How do certifications like CFP and CIMA help you deliver value to clients?
They provided a deeper understanding of planning, asset allocation, and balancing investments with clients' long-term goals, enabling more holistic and resilient portfolios even when some investments don't trend with the market.
Elevating Professional Expertise Through Industry Trend Knowledge - with Robert Amato
Q: What motivated you to eventually build your own practice?
Big firms capture many revenue streams; I wanted to focus on comprehensive planning and strategic investments, manage risk, and ultimately help clients without being confined by commission-driven incentives.
Psychological Barriers: The Hidden Obstacles to Financial Success - with Alyson Burkett
Q: How does Alyson view the balance between saving for the future and enjoying life today, and what practical advice does she offer to families?
Balance comes from first getting the basics right—emergency fund, low debt, and essential protections—then aligning spending with a clear budget that includes regular savings goals; starting with a modest percent of income and aiming for 15-20% over time helps maintain enjoyment while building security.

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2. The Diary Of A CEO with Steven Bartlett

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Legacy Blueprint: Plan It Forward launched 4 months ago and published 17 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. Elijah John
2. David Kleinhandler
3. Julie Cunningham
4. Robert Amato
5. Amy Adams
6. Samir Patel
7. Alyson Burkett
8. Sarah Blankenship

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