25 episodes

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business.

Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.

Purposeful Planning Podcast Purposeful Planning Institute

    • Business
    • 5.0 • 6 Ratings

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business.

Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.

    Don’t Leave a Mess!

    Don’t Leave a Mess!

    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.

    • 26 min
    Ruling Your Wealth: How to Approach and Understand Key Issues Surrounding Inherited Wealth

    Ruling Your Wealth: How to Approach and Understand Key Issues Surrounding Inherited Wealth

    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.

    • 31 min
    Estate Planning as a Doorway to Family Healing

    Estate Planning as a Doorway to Family Healing

    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.

    • 29 min
    Risk, Adventure and the Search for Meaning

    Risk, Adventure and the Search for Meaning

    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

    • 23 min
    Do You Know What You Own?

    Do You Know What You Own?

    How to prepare your personal property of a future estate 
    Advice from a Professional Organizer and Move Manager 
    Talking points 

    Knowing what you own and how current are your appraisals? 
    Where to begin? What do you emotionally care about? What is something worth?
    Legal aspects of distribution - gifts to loved ones, things to sell, things to donate, things to trash 

    About Our Speaker:
    Sonya grew up in New York City where she started her organizing company, Seriatim, in 1999. Proudly dyslexic, Sonya founded her business in order to avoid writing a resume and now, almost two decades later, she and her Seriatim team have earned themselves a reputation as consummate Chaos Whisperers. In 2017, Sonya became the first organizer to be accepted into the Goldman Sachs 10,000 Small Businesses Program. She is currently President of the New York Council of Relocation Professionals (NYCORP). In her spare time, Sonya organizes her husband, three children, and rescue dog, Finn.
    The website is www.seriaitm.net 

    • 43 min
    Cultivating Belonging & Trust Through Filmmaking

    Cultivating Belonging & Trust Through Filmmaking

    A conversation about how to create a greater sense of belonging, trust, and empathy within our own families, the families we work with, and the wider community.
    Talking points:
    --Documentary series "Belonging in the USA: Stories from our Neighbors"
    --How filmmaking for families can be an integral part of a legacy plan that seeks to do more than pass along the financial capital,
    --How listening is the key.
    About Our Speaker:
    After receiving a BFA from New York University’s Tisch School of the Arts, Arielle Nóbile, studied directing at Second City Theatre Chicago and then taught at Second City and at the Piven Theatre. In 2005, Arielle founded Legacy Connections Films, using filmmaking as a tool to help families reflect intergenerationally upon their collective heritage, identity, and vision. She has created over 100 personal documentaries for clients, shorts and features, tackling themes including family dynamics, addiction, mental health, class, belonging and connection.
    She created a 6-part local public television documentary series in 2010 called Belonging in Boulder: Unexpected Stories from Your Neighbors which won a Hugo Television Award. Arielle was named to the 10 Filmmakers to Watch list by “The Independent” magazine. She is the creator of the Belonging in the USA: Stories from our Neighbors documentary trilogy. The first film in the trilogy, Belonging in the USA: The Story of Michael D. McCarty premiered at the Pan African Film Festival in Los Angeles and won several awards including best documentary at the Border scene festival in New Mexico. It is set to air nationally on PBS in late 2023. Arielle’s TEDx Talk The Simple Act of Listening Can be Revolutionary synthesizes what she has learned in nearly two decades of directing documentaries.

    • 25 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

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