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 | 56 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnology | |||
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Latest Episodes
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
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
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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?
The discussions consistently focus on estate planning and the challenges that advisors face in this intricate field. They explore key topics ranging from fundamental concepts like wills and trusts to more advanced strategies involving tax planning, compliance, and the integration of technology into estate management. Noteworthy themes include the importance of proactive estate planning, identifying common pitfalls, and the ongoing need for financial advisors to keep clients informed about updated legal and tax implications. Furthermore, the show offers practical insights and actionable advice tailored for financial advisors looking to enhance their services and address client needs effectively. The unique structure ensures that listeners no... 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. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. The Great Retirement Debate with Ed Slott & Jeffrey Levine
4. Retirement Tax Services Podcast
5. Retirement Planning Education, with Andy Panko
How many episodes of The Practical Planner are there?
The Practical Planner launched 2 years ago and published 56 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. 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.