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 | 55 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnology | |||
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Latest Episodes
Join Thomas Kopelman and Anne Rhodes as they welcome Christopher Holtby to the Practical Planner Podcast. This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financia... more
In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton dive into the critical topic of estate planning. They discuss common mistakes people make, such as not having an estate plan, failing to update it after life c... more
In this episode of the Practical Planner podcast, hosts Thomas Kopelman and David Haughton delve into the intricacies of the "One Big Beautiful Bill," exploring its unexpected twists and implications for estate planning, income tax brackets, and more... more
Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors. This episode provides a comprehensive checklist, covering everything from maximizing deductions and charitable giving ... 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 deep exploration into estate planning is presented through engaging discussions tailored for financial advisors seeking to enhance their practices. Episodes cover a wide array of topics, from fundamental concepts such as the distinctions between wills and trusts, to intricate issues involving compliance and innovative strategies related to cryptocurrencies and charitable giving. The hosts, who are seasoned professionals in the field, share actionable insights and practical advice on effectively guiding clients through the estate planning process, addressing common pitfalls, and adapting to evolving market conditions. Notably, the integration of technology and contemporary strategies is emphasized, making it a valuable resource for advisor... more
Where can I find podcast stats for The Practical Planner?
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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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Which podcasts are similar to The Practical Planner?
These podcasts share a similar audience with The Practical Planner:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Retirement Planning Education, with Andy Panko
4. The Long View
5. The Long Term Investor
How many episodes of The Practical Planner are there?
The Practical Planner launched 2 years ago and published 55 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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What guests have appeared on The Practical Planner?
Recent guests on The Practical Planner include:
1. Cody Garrett
2. Derrick Kinney
3. Steven Jarvis
4. Brent Weiss
5. Seungwoo Son
6. Adam Nash
7. Dasarte Yarnway
8. Chris Nason
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.