Rephonic
Artwork for Legacy Blueprint: Plan It Forward

Legacy Blueprint: Plan It Forward

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

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

PublishesWeeklyEpisodes22Founded6 months ago
Number of ListenersCategories
How ToEducation

Listen to this Podcast

Artwork for Legacy Blueprint: Plan It Forward

Latest Episodes

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

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

Key Facts

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

Similar Podcasts

People also subscribe to these shows.

Mind Pump: Raw Fitness Truth
Mind Pump: Raw Fitness TruthSal Di Stefano, Adam Schafer, Justin Andrews, Doug Egge
Huberman Lab
Huberman LabScicomm Media

Recent Guests

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
Amy Adams
Licensed real estate broker with 17+ years of experience and educator
CE Shop (real estate education), multiple state licenses
Episode: Bonus Episode: The Truth About Real Estate: Why It’s a Business, Not Just a Job
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
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

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
#4
United States/Education/How To
Apple Podcasts
#55
United States/Education
Apple Podcasts
#188
Germany/Education/How To
Apple Podcasts
#218
France/Education/How To
Apple Podcasts
#88
India/Education/How To

Talking Points

Recent interactions between the hosts and their guests.

AI-Driven Life Insurance Simplification Platform - with David Kleinhandler
Q: What inspired you to launch Optofino and what makes it transformative for advisors and clients?
Two pivotal stories—an elderly client at risk of lapsing policies and a demand for visualization tools—led to building a platform that consolidates data across carriers, provides real-time analysis, and couples financial and insurance planning on a single interface.
AI-Driven Life Insurance Simplification Platform - with David Kleinhandler
Q: How do you see technology reshaping the role of financial advisors over the next decade or so?
He argues that technology will empower advisors by standardizing designs across carriers, enabling real-time analysis, pre-underwriting analytics, and better client conversations, ultimately making advisory work more proactive and holistic.
AI-Driven Life Insurance Simplification Platform - with David Kleinhandler
Q: David, you've had a pretty remarkable career starting off in Bronx, and you've grown it to national prominence. Can you share a little bit about your personal journey and what drew you into the world of life insurance and wealth planning?
David explains that witnessing a family helped by life insurance after a breadwinner's death deeply influenced him, and he pursued a path to demystify and optimize insurance for high-net-worth clients, emphasizing service, education, and proactive planning.
Debugging Finances for Stronger Multi-Generational Wealth - With CJ Francis-Eronini
Q: What's the one thing listeners should do this week to start moving their financial houses in order?
Take stock of what you have: document accounts, balances, what each account is invested in, and who reports to you. This creates a foundation to identify gaps, including whether you need an attorney or a financial advisor, and it sets up protection-first planning.
Debugging Finances for Stronger Multi-Generational Wealth - With CJ Francis-Eronini
Q: What are the biggest financial shifts or economic trends that Georgia families need to be preparing for right now?
Long-term care is a major concern that often intersects with taxes and market risk, particularly for mid-to-high-net-worth families who may not expect Medicaid eligibility constraints. Planning early reduces the stress and cost when care needs arise.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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

Where can I find podcast stats for Legacy Blueprint: Plan It Forward?

Rephonic provides a wide range of podcast stats for Legacy Blueprint: Plan It Forward. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Legacy Blueprint: Plan It Forward and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Legacy Blueprint: Plan It Forward get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Legacy Blueprint: Plan It Forward, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Legacy Blueprint: Plan It Forward?

Rephonic provides comprehensive predictive audience data for Legacy Blueprint: Plan It Forward, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Legacy Blueprint: Plan It Forward have?

To see how many followers or subscribers Legacy Blueprint: Plan It Forward has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Mind Pump: Raw Fitness Truth
3. Oprah's Super Soul
4. Huberman Lab
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 22 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Legacy Blueprint: Plan It Forward?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Legacy Blueprint: Plan It Forward?

Rephonic pulls ratings and reviews for Legacy Blueprint: Plan It Forward from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Legacy Blueprint: Plan It Forward?

Rephonic provides full transcripts for episodes of Legacy Blueprint: Plan It Forward. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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

Recent guests on Legacy Blueprint: Plan It Forward include:

1. Mike Bascom
2. CJ Francis‑Eronini
3. Robert Amato
4. Amy Adams
5. Samir Patel
6. Elijah John
7. Alyson Burkett
8. Sarah Blankenship

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days