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Purposeful Planning Podcast

Purposeful Planning Institute

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navi... more

PublishesWeeklyEpisodes34Foundeda year ago
Number of ListenersCategories
EntrepreneurshipBusinessEducation

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Latest Episodes

Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Tiffany House.  Discover powerful tax-advantaged strategies for selling family businesses and maximizing benefits.  Lear... more

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19 hours ago

Join us for an insightful exploration into the damaging effects of resentment and perfectionism. In this episode, we delve into the realities of life's imperfections and how the "should" mindset breeds resentment and self-doubt. Discover how resentme... more

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15 days ago

This episode explores the pillars of effective communication, strategic planning, and the significance of storytelling. Join as we learn about the importance of communication, reasons why people struggle with planning, and strategies to initiate plan... more

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a month ago

Chip Fisher advises on understanding and valuing the origins of family wealth and the associated challenges. He emphasizes building genuine relationships within and outside one's economic peer group, including friends and partners. Fisher stresses th... more

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2 months ago

Explore the profound connection between estate planning and family healing in this thought-provoking podcast. Join us as we delve into the significance of estate planning as a catalyst for addressing generational challenges within families. From navi... more

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3 months ago

John Graham lived a life of risk and adventure—from wars and revolutions to dangerous mountains and sinking ships. But at a certain point—and it began in the war in Vietnam—he began to realize that a life focused just on satisfying his own need for a... more

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3 months ago

How to prepare your personal property of a future estate  more

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4 months ago

A conversation about how to create a greater sense of belonging, trust, and empathy within our own families, the families we work with, and the wider community. more

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4 months ago

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Purposeful Planning Podcast launched a year ago and published 34 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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