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 | 63 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnology | |||
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Latest Episodes
Thomas Kopelman is joined by Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, to explore the essential estate planning steps new parents need to take. They break down how to designate guardians in a will, structure trusts for ... more
Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, joins Thomas Kopelman and Anne Rhodes to tackle the complexities of estate planning when clients go through a divorce. From the ethical dilemmas advisors and attorneys face when... more
Join hosts Thomas Kopelman and Anne Rhodes as they dive into the complexities of financial planning with a fresh perspective. They tackle the often misunderstood topic of irrevocable trusts, revealing how these seemingly rigid structures can be more ... more
In this episode of the Practical Planner Podcast, Thomas Koppelman and Anne Rhodes discuss the critical aspects of estate planning, focusing on when and why individuals should update their estate plans. They explore various triggers for updates, incl... more
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- Great podcast, put your phones away.
Great podcast. Love the content. The phone buzzing in silent mode is distracting. I share the feedback only because I care. Thanks
Apple Podcasts5DW8675309NE
United Statesa month ago - 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-cfpUnited 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 States3 years ago - Such helpful advice
This show is so useful - I listen on my daily commute and I always learn something
Apple Podcasts5JM44411245United States3 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
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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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. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Talking Wealth
4. The Long Term Investor
5. Barron's Advisor
How many episodes of The Practical Planner are there?
The Practical Planner launched 3 years ago and published 63 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. Lisa Weigel
2. Addie Prewitt
3. Alaina Lacter
4. Rachel Hartman
5. Cody Garrett
6. Derrick Kinney
7. Steven Jarvis
8. Brent Weiss
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.