The Practical Planner
wealth.comLet's reimagine estate planning together. We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. What’s the difference between a will and a trust? Wha... more
| Publishes | Twice monthly | Episodes | 59 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnology | |||
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Latest Episodes
In this episode, Anne Rhodes is joined by Addie Prewitt, and Alaina Lacter unpack the complexities of estate planning in Louisiana—from its unique legal terminology to key concepts like forced heirship, community property, and usufruct. They also add... more
In this episode of the Practical Planner Podcast, host Thomas Kopelman, along with Anne Rhodes and guest Rachel Hartman, delve into the critical topic of liquidity in estate planning. They discuss the importance of liquidity for high-net-worth indivi... more
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning. They discuss the differences between the two, the importance of state-specific tax implications, and various strategies for... more
In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management. They explore the intricacies of being a trust beneficiary, the rights involved, and the strategic d... more
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- This is so helpful
i’m studying for the CFP and this makes the estate planning module come to life. it’s also super helpful for client conversations. Keep pumping out these episodes!
Apple Podcasts5steveb-cfp
United States2 years ago - Love it!
Really loved the episode about wealth planning. I started talking to my mom about writing a will. Looking forward to more episodes!
Apple Podcasts5DannerzzUnited States2 years ago - Such helpful advice
This show is so useful - I listen on my daily commute and I always learn something
Apple Podcasts5JM44411245United States2 years ago
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Frequently Asked Questions About The Practical Planner
What is The Practical Planner about and what kind of topics does it cover?
A practitioner-focused show that helps financial advisors and estate planners modernize and scale their practice through practical, actionable guidance on estate planning. Across episodes, the conversations emphasize liquidity planning at death, tax-efficient strategies for high-net-worth clients, careful trust and titling decisions, and the practicalities of implementing plans for clients with complex family dynamics. A standout angle is the hands-on, advisor-oriented approach—addressing real-world issues from funding trusts and selecting trustworthy fiduciaries to navigating state-specific laws and compliance considerations. Listeners can expect concrete techniques, checklists, and strategic frameworks they can apply with clients, not jus... more
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How many listeners does The Practical Planner get?
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What are the audience demographics for The Practical Planner?
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How many subscribers and views does The Practical Planner have?
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Which podcasts are similar to The Practical Planner?
These podcasts share a similar audience with The Practical Planner:
1. The Perfect RIA
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Retirement Tax Services Podcast
5. Facts vs Feelings with Ryan Detrick & Sonu Varghese
How many episodes of The Practical Planner are there?
The Practical Planner launched 2 years ago and published 59 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 The Practical Planner?
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Where can I see ratings and reviews for The Practical Planner?
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How do I access podcast episode transcripts for The Practical Planner?
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What guests have appeared on The Practical Planner?
Recent guests on The Practical Planner include:
1. Addie Prewitt
2. Alaina Lacter
3. Rachel Hartman
4. Cody Garrett
5. Derrick Kinney
6. Steven Jarvis
7. Brent Weiss
8. Seungwoo Son
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.