Purposeful Planning Podcast
Purposeful Planning InstituteThe 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
| Publishes | Monthly | Episodes | 48 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Non-ProfitEntrepreneurshipBusiness | |||
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Latest Episodes
For many people, talking about money is seen as taboo. While open communication about money and wealth is touted as a best practice in preparing the rising generation and maintain harmony, many families don’t know where to begin and when and how much... more
As families and advisors prepare for year-end giving, Stephanie Ellis-Smith, Dean of Philanthropy at the Purpose Planning Institute speaks with Nick Tedesco, President and CEO of the National Center for Family Philanthropy about what effective family... more
When the going gets tough...what then? Advisors can best support clients when they know through experience what makes a real difference during tough times. Our own experience can give us so much to draw on if we've learnt how to handle ourselves bet... more
Stephanie Ellis Smith sits down with Courtney Joyner Gage to explore her work in sustainability and impact investing through Aligned Impact and PPI. Courtney unpacks the spectrum between traditional investing and philanthropy, clarifies common miscon... more
Explore the innovative world of purpose trusts and their transformative impact on business ownership and succession planning. Join us as we delve into how companies are shifting from traditional profit-centric models to structures that prioritize mis... more
Why healthcare navigation is a critical yet often overlooked risk in comprehensive wealth and legacy planning.
Meet Dr. Karen McNeill, PPI’s new Dean of Family Stories, History, and Culture. As you will soon discover, she is passionate about the potential for families to nourish a thriving family culture by exploring the unique, complex, and unfinished tapest... more
Donating art and collectibles can be a meaningful way to preserve a legacy, but the process is often complex. In this episode, we explore the nuances of gifting to museums and galleries across North America—legal considerations, donor intent, and ins... more
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Purposeful Planning Podcast launched 3 years ago and published 48 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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