Purposeful Planning Podcast Purposeful Planning Institute

Join us for another exciting webinar hosted by Dean of Individual Development at PPI, Melissa Mitchell-Blitch with guest speaker, Tiffany House.  Discover powerful tax-advantaged strategies for selling family businesses and maximizing benefits.  Learn how early planning and gifting shares can leverage estate tax exclusions and explore real-life success stories of creative tax minimization.  Tiffany will simplify charitable trusts and highlight tax-saving opportunities through employee stock ownership programs and qualified small business stock.  Gain the confidence to discuss tax-advantaged sale options and understand various planning tools.
 
BIOGRAPHY
Tiffany House is a tax, estate, and charitable strategist.  She works with clients and donors to help guide them through intricate situations, including transitioning or selling a business, planning philanthropy, values-based estate planning, and tax concerns.  Tiffany is a fiduciary consultant who helps clients and donors create a Master Game Plan that includes their financial, family, retirement, philanthropy, and estate planning goals, values, and legacy.  Since she does not sell products, write documents, or manage assets, there are no conflicts of interest when working with other advisors.  Tiffany has a national-speaking reputation and is very active in her community.

Join us for an insightful exploration into the damaging effects of resentment and perfectionism. In this episode, we delve into the realities of life's imperfections and how the "should" mindset breeds resentment and self-doubt. Discover how resentment acts as a barrier to living a fulfilling life and learn practical strategies for clearing out these negative emotions. Through embracing reality, you'll unlock the key to liberation from perfectionism and resentment, allowing for deeper connections and enhanced well-being in all areas of life.

This episode explores the pillars of effective communication, strategic planning, and the significance of storytelling. Join as we learn about the importance of communication, reasons why people struggle with planning, and strategies to initiate planning without overwhelming fear. The episode also offers advice on selecting trustworthy advisors and highlights key insights from the host's book. Additionally, it delves into the transformative power of storytelling, particularly in the context of family history. Tune in to gain practical tools for personal and professional growth and discover how to shape a future filled with purpose and possibility.
 
BIOGRAPHY
Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, is the founder of Trimaran Advisory Group Ltd., a financial advisory firm specializing in business and estate planning. Sandy and her team understand the complexities faced by entrepreneurs and self-employed professionals, considering both family dynamics and economic factors. They prioritize understanding each family's unique values and issues before addressing financial matters. Sandy emphasizes values-based legacy planning, distinguishing between wealth building and wealth management. Certified as a Family Enterprise Advisor, Certified Financial Planner, Chartered Life Underwriter, and Trust and Estate Practitioner, Sandy resides in Ottawa, Canada, with her husband, three children, and their dog, Mia.

Chip Fisher advises on understanding and valuing the origins of family wealth and the associated challenges. He emphasizes building genuine relationships within and outside one's economic peer group, including friends and partners. Fisher stresses the importance of selecting a life partner who comprehends the responsibility of wealth and values you beyond financial status. Additionally, he suggests understanding and relating to parents and siblings, managing tensions, and fostering personal independence and self-worth. Fisher highlights the significance of hobbies, interests, clubs, and third places for personal development and gaining perspective. Overall, his guidance aims at becoming a well-rounded individual with depth and breadth in life experiences.

BIOGRAPHY
 
Chip Fisher is an independent life consultant to UHNW NextGen’s, helping them navigate key topics which are the foundations of understanding inherited wealth. The discussion of these topics is key to creating a framework to manage one’s perspective on this daunting subject.

Explore the profound connection between estate planning and family healing in this thought-provoking podcast. Join us as we delve into the significance of estate planning as a catalyst for addressing generational challenges within families. From navigating difficult conversations to fostering healthier relationships across generations, discover how estate planning serves as a doorway to healing familial wounds. Whether you're a baby boomer seeking tools for bridging the gap with younger generations or a professional aiming to integrate family healing into your practice, this podcast offers invaluable insights into leveraging assets and businesses for the greater good of family harmony. Tune in to unlock the transformative potential of estate planning in fostering familial connections and building a legacy of understanding and unity.
 
BIOGRAPHY
 
Catherine Hammond is an award-winning attorney, life transition guide, and the author of Hope-less: The truth about hope and where to find it. The experiencing of multiple devastating crises brought her to understand the true nature of hope and dedicate her life to supporting others through the ups and downs of real life. Today Catherine’s primary focus is helping individuals, families, and executive teams navigate challenges and thresholds of all kinds. Mother of two, and “Mimi” to four precious grandchildren, when she’s not spending time with her husband and other loved ones you’ll find Catherine hiking near her Colorado home, traveling, or writing her next book.

John Graham lived a life of risk and adventure—from wars and revolutions to dangerous mountains and sinking ships. But at a certain point—and it began in the war in Vietnam—he began to realize that a life focused just on satisfying his own need for adventure was lacking any real meaning and that emptiness began to torment him. John finally found that meaning in service—in helping people solve tough public problems, in making life better for others. Some of that service has been as a global peacemaker. And much of it has been with his work with the Giraffe Heroes Project, a global movement that moves people to stick their necks out for the common good and gives them tools to succeed.
What John found is available to everyone. It doesn’t matter what your station in life is or the station of your clients. We all face the same challenge. There is no deeper human need and no more powerful yearning than to live a life we know is meaningful. And the most stable, long-term source of that meaning is service.

BIOGRAPHY
John Graham is an author, adventurer, former diplomat and citizen activist. No guru and no saint, he's repeatedly sought the meaning of his life in many places where it wasn't. He finally found the purpose he sought in service—in helping solve significant public problems, and in making life better for other people. Making and implementing this discovery hasn't only brought him enormous satisfaction—it's been the adventure of his life. 
For the last 35 years Graham has been a leader of the Giraffe Heroes Project, a global movement inspiring people to stick their necks out to solve public problems and giving them tools to succeed. He’s helped end apartheid in South Africa, avert a major strike in Canada, save what’s left of the Everglades, settle a war in the Sudan, find long-term environmental solutions in the Pacific Northwest and build bridges between the Muslim world and the West. 
His books include Outdoor Leadership, Stick Your Neck Out–A Street-smart Guide to Creating Change in Your Community and Beyond, It's Up to Us, and a memoir, Quest: Risk, Adventure, and the Search for Meaning. He’s done TV and radio all over the world. For more information, see johngraham.org