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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
Compass Wealth Management
Generational Wealth
Pricing Power
Internal Revenue Service
Northeast Georgia
Georgia

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

PublishesWeeklyEpisodes27Founded8 months ago
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Artwork for Legacy Blueprint: Plan It Forward

Latest Episodes

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

How can you ensure that the wealth you’ve built passes on more than just money to the next generation?

Building a meaningful legacy requires thinking beyond dollars and assets. In this episode, Mike Bascom sits down with Patrick Renn, founder and pr... more

Could unresolved tax issues today create financial problems for your family and your legacy tomorrow?

CPA Denson Pepper joins Mike Bascom to explore the important connection between tax planning, retirement, and leaving a strong financial legacy. Dr... more

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Recent Guests

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
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

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
#4
United States/Education/How To
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#55
United States/Education
Apple Podcasts
#82
Germany/Education/How To
Apple Podcasts
#244
Italy/Education/How To
Apple Podcasts
#4
India/Education/How To
Apple Podcasts
#89
Taiwan/Education/How To
Apple Podcasts
#98
India/Education
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#134
Norway/Education/How To

Talking Points

Recent interactions between the hosts and their guests.

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.
Beyond Wealth: How to Make Your Money and Legacy Count
Q: What does it mean for someone to discover the greater purpose of their money and how can that change estate and financial planning?
The guest explains that wealth should be viewed as multi-dimensional, encompassing enjoyment, values, and the desire to leave a meaningful legacy through philanthropy and community impact, which can transform how people plan their estates and engage in charitable giving.
Tax Planning Before Retirement: Avoiding Costly IRS Problems
Q: What practical steps can listeners take right now to strengthen their financial legacy?
Maximize retirement contributions, organize tax documents, review estate documents annually, consider portable exemptions and spousal planning, and ensure close coordination between their CPA and estate planning attorney to keep plans aligned with evolving tax laws.
Tax Planning Before Retirement: Avoiding Costly IRS Problems
Q: How should tax planning be integrated into broader legacy planning for someone approaching retirement?
Integrate tax considerations into every step of estate design—proper use of trusts, evaluating whether to use revocable vs irrevocable structures, optimizing income streams, and coordinating with a CPA to manage current year liabilities and future distributions.
Tax Planning Before Retirement: Avoiding Costly IRS Problems
Q: What have those decades taught you about the financial mistakes that people make today that can create problems for their families years down the road?
Many people underestimate the long-term impact of not filing, under-withholding, and poor retirement planning; proactive strategies include filing all past returns, restructuring business income, and ensuring proper retirement funding to minimize later penalties and interest while aligning with estate goals.

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. A Bit of Optimism
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3. The Daily Stoic
4. Weirdly Helpful (formerly The Best Advice Show)
5. Office Hours with Arthur Brooks

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

Legacy Blueprint: Plan It Forward launched 8 months ago and published 27 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. Rebecca Irey
2. Tom Hutchens
3. Patrick Renn
4. Denson Pepper
5. Kassi Hyde
6. Kevin Levinsky
7. John Ray
8. Mike Bascom

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