Latest Episodes
46
How to Deal with Setbacks - Part 2
When the going gets tough...what then? Advisors can best support clients when they know through experience what makes a real difference during tough times. ...
45
Impact with Intention
Stephanie Ellis Smith sits down with Courtney Joyner Gage to explore her work in sustainability and impact investing through Aligned Impact and PPI. Courtney...
44
Aligning Profit with Purpose: The Rise of Purpose Trusts in Modern Business
Explore the innovative world of purpose trusts and their transformative impact on business ownership and succession planning. Join us as we delve into how...
43
The Cost of Getting Healthcare Wrong
Why healthcare navigation is a critical yet often overlooked risk in comprehensive wealth and legacy planning.
42
Family History: Unleashing the Potential of Your Family's Beautiful Complexity
Meet Dr. Karen McNeill, PPI’s new Dean of Family Stories, History, and Culture. As you will soon discover, she is passionate about the potential...
41
To Donate or Not to Donate? The Art of Giving to Museums
Donating art and collectibles can be a meaningful way to preserve a legacy, but the process is often complex. In this episode, we explore...