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, Danielle Howard.  This session will explore the imperative transformation needed in the financial services industry, focusing on fostering healthier client relationships with money.  It will highlight the impact of money mindsets on financial beliefs and behaviors and discuss exercises to enhance awareness and shift these mindsets. Participants will learn about the limitations of traditional financial planning and the importance of understanding one’s identity, processes, and outcomes to cultivate a positive financial life. The session will also cover self-reflection techniques to explore and improve one’s relationship with money, offering practical tools and resources for deeper insight. 
 
BIOGRAPHY
Danielle Howard is a Certified Financial Planner®, author, speaker and personal finance thought leader. Her 27 years of client engagement and financial world experience has led her to become a catalyst for change around the financial tools, techniques and temperaments that construct a person’s financial life. Understanding the integrations and implications of a whole-life perspective on money mindsets and financial decisions, she guides people on the progressive journey of financial wellness.
Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money, breaking down the taboo topics of the past to engage, educate, encourage her audiences.

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.