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Artwork for Legacy Blueprint: Plan It Forward

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

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

What does it mean to take a protection-first approach to financial planning?

CJ Francis-Eronini, managing partner at YU Financial, brings a deeply personal and practical perspective to financial planning, legacy protection, and multi-generational we... more

How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals?

Robert Amato, a seasoned financial planner with a career spanning over 25 years, is well-versed in guiding young professionals through the intric... more

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

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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
Sarah Blankenship
COO, Wilcox Financial Group; author and financial services professional
Wilcox Financial Group; Powerhouse Money
Episode: Bonus Episode: Transformative Financial Empowerment through Community
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
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

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
#120
France/Education/How To
Apple Podcasts
#228
Germany/Education/How To
Apple Podcasts
#242
South Africa/Education/How To

Talking Points

Recent interactions between the hosts and their guests.

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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
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Household Income
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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. The Mel Robbins Podcast
2. The Human Upgrade: Biohacking for Longevity & Performance
3. The Diary Of A CEO with Steven Bartlett
4. The School of Greatness
5. On Purpose with Jay Shetty

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

Legacy Blueprint: Plan It Forward launched 5 months ago and published 20 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. Sarah Blankenship
4. Julie Cunningham
5. Robert Amato
6. Amy Adams
7. Samir Patel
8. Alyson Burkett

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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