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Legacy Blueprint: Plan It Forward

Mike Bascom
Estate Planning
Wealth Management
Financial Planning
Real Estate
Life Insurance
Legacy Planning
Collaboration
Leadership
Retirement Planning
Tax Planning
Optofino
Private Lending
Business Succession Planning
Business Valuation
Probate
Business Sales
Compass Wealth Management
Generational Wealth
Pricing Power
Internal Revenue Service

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

PublishesWeeklyEpisodes29Founded9 months ago
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Artwork for Legacy Blueprint: Plan It Forward

Latest Episodes

How can you enjoy the retirement you’ve earned while protecting your family’s financial future?

Mike Bascom welcomes Hamilton Brandenburg, founder of Brandenburg Financial Services, to explore how retirement income, tax planning, and estate planning... more

If you stepped away from your business for 90 days, would it continue to thrive—or would everything fall apart?

In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom welcomes Andrew Mirolli, CEPA®, to explore how business owners can prot... more

How can you turn a lifetime of saving into a retirement that supports your goals, protects your family, and creates a lasting legacy?

Mike Bascom welcomes Rebecca Irey, founder and CEO of Blue Skye Financial, to discuss why financial independence re... more

How can smart mortgage strategies and real estate ownership help you build wealth and create a stronger financial legacy?

In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom sits down with Tom Hutchens, President of Angel Oak Mortgage ... more

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Recent Guests

Hamilton Brandenburg
Founder of Brandenburg Financial Services who helps families plan for retirement, income, and taxes
Brandenburg Financial Services
Episode: Leaving Money or Making Memories? Finding Your Retirement Balance
Andrew Mirolli
Co-founder and head of client services at BuyAUM, focused on financial advisor growth and succession planning
BuyAUM
Episode: Can Your Business Survive Without You? Succession Planning Explained
Rebecca Irey
Founder and CEO of Blue Sky Financial
Blue Sky Financial
Episode: Building a Lasting Legacy: Retirement, Taxes, and Family Wealth
Tom Hutchens
President of Angel Oak Mortgage Solutions, nationally recognized mortgage industry leader
Angel Oak Mortgage Solutions
Episode: Smart Mortgage Strategies for Real Estate Investors & Business Owners
Patrick Renn
Founder and president of the Renn Wealth Management Group; seasoned financial professional with 50+ years of experience
Renn Wealth Management Group
Episode: Beyond Wealth: How to Make Your Money and Legacy Count
Denson Pepper
CPA with 40+ years experience
Independent CPA
Episode: Tax Planning Before Retirement: Avoiding Costly IRS Problems
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

Host

Mike Bascom
Host of the Legacy Blueprint: Plan It Forward, estate planning attorney, guiding guest discussions and framing actionable estate- and wealth-planning conversations.

Chart Rankings

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

Apple Podcasts
#3
United States/Education/How To
Apple Podcasts
#46
United States/Education
Apple Podcasts
#51
China/Education/How To
Apple Podcasts
#130
India/Education/How To
Apple Podcasts
#175
Taiwan/Education/How To
Apple Podcasts
#219
Norway/Education/How To
Apple Podcasts
#236
Ireland/Education/How To

Talking Points

Recent interactions between the hosts and their guests.

Leaving Money or Making Memories? Finding Your Retirement Balance
Q: What should individuals and couples be thinking about when deciding when to claim benefits, especially when the goal is protecting the financial security of both spouses?
He advises considering survivor benefits, income differences between spouses, and whether someone will continue working. Couples with adequate savings may also choose earlier benefits to fund meaningful experiences during the more active early years of retirement, provided later security is protected.
Leaving Money or Making Memories? Finding Your Retirement Balance
Q: What circumstances might make a Roth conversion worth considering, and how can that decision potentially affect the client's long-term legacy strategy?
Brandenburg recommends comparing current and projected tax brackets, required minimum distributions, health insurance effects, and legacy goals. Roth conversions may be useful when paying tax at a lower rate now can reduce taxes for heirs later.
Can Your Business Survive Without You? Succession Planning Explained
Q: What are some of the biggest mistakes you see people make when they wait too long to begin planning for an eventual transition?
Owners often mistake naming a possible successor for having a tested plan, keep client relationships and operating knowledge dependent on themselves, and delay planning until an unexpected event forces a rushed transition.
Can Your Business Survive Without You? Succession Planning Explained
Q: When business owners start thinking about their legacy, how closely should their business succession plan and their personal estate plan work together?
They should be coordinated: an estate plan can transfer ownership, but it cannot establish who leads the business, controls decisions, or provides liquidity. Planning both together helps avoid unclear control and family conflict.
Beyond Wealth: How to Make Your Money and Legacy Count
Q: What role can life insurance play in a well-designed estate plan for families who care about providing for loved ones and donating to charity?
Life insurance can replace wealth transferred to gifts, preserve inheritance, and enable charitable giving via donor-advised structures or paid-up policies, all while maintaining flexibility and potential tax advantages.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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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?

The show centers on estate planning, wealth management, and multi-generational financial strategy, frequently blending legal structures, tax considerations, and practical caregiving and real estate guidance. Episodes feature seasoned CPAs, elder-law attorneys, financial planners, and real estate professionals who walk through proactive planning, pricing value, and coordinating multi-disciplinary teams to protect families and build lasting legacies. A notable strength is the practical, down-to-earth guidance that ties legal documents, tax strategy, and wealth transfer to everyday life, with a clear emphasis on early planning, transparent communication, and integrating technology to support human expertise rather than replace it. Potential li... 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. The Mel Robbins Podcast
3. The Diary Of A CEO with Steven Bartlett
4. 10% Happier with Dan Harris
5. The Dr. Hyman Show

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

Legacy Blueprint: Plan It Forward launched 9 months ago and published 29 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. Hamilton Brandenburg
2. Andrew Mirolli
3. Rebecca Irey
4. Tom Hutchens
5. Patrick Renn
6. Denson Pepper
7. Kassi Hyde
8. Kevin Levinsky

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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