Latest Episodes
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...
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.