Purposeful Planning Podcast

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. ...more

Latest Episodes

36

August 08, 2024 00:24:48
Accounting for Chronic Illness in the Succession Planning Process

Accounting for Chronic Illness in the Succession Planning Process

In this discussion, I will share my experience working with families around issues related to chronic illness in the next generation. We will explore...

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935

June 12, 2024 00:25:23
Guiding Clients Toward True Prosperity: Beyond Financial Advice, a Journey into Client Behavior

Guiding Clients Toward True Prosperity: Beyond Financial Advice, a Journey into Client Behavior

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...

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34

May 17, 2024 00:26:01
Tax Advantaged Strategies for Business Sales

Tax Advantaged Strategies for Business Sales

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...

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33

May 03, 2024 00:30:34
Resentment and Perfectionism: Why You Need To Stop “Shoulding” On Yourself

Resentment and Perfectionism: Why You Need To Stop “Shoulding” On Yourself

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...

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32

April 11, 2024 00:26:15
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,...

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31

March 14, 2024 00:31:53
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...

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