Latest Episodes
50
Combining Financial Planning and Mental Health Counseling to Transform Outcomes for Families
In this episode of the Purposeful Planning Podcast, the husband-and-wife team of Sean and Jill Maher share how their interdisciplinary approach transforms outcomes for...
49
A System's Lens Through a System's Journey
In this episode, guest host Natalie McVeigh of Oikonomia and a member of the PPI Education Development Committee is joined by Kathy Wiseman of...
48
Turning up the Lights: A Progressive Approach to Wealth Disclosure Conversations
For many people, talking about money is seen as taboo. While open communication about money and wealth is touted as a best practice in...
47
Effective Family Philanthropy in Practice
As families and advisors prepare for year-end giving, Stephanie Ellis-Smith, Dean of Philanthropy at the Purpose Planning Institute speaks with Nick Tedesco, President and...
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...