Latest Episodes
59
Strangers in Paradise, Revisited: The Hidden Emotional Cost of Wealth
What happens when you finally reach the life you worked so hard to build, and find you don’t quite know how to live in...
2
Family Systems for Advisors 101
What is family systems theory, and why should advisors care? In this episode of the PPI 101 Podcast Series, family legacy coach Steve Legler...
58
Misguided Helpfulness
In this episode of the Purposeful Planning podcast , host Susan Bradley sits down with Dr. Moira Somers to discuss her book The Fault...
1
Advising the Rising Generation 101
In the premiere episode of the PPI 101 podcast series, sponsored by the Merrill Center for Family Wealth, host Steve Legler sits down with...
57
The Gift of Curiosity: How Legacy Filmmakers Build Trust Advisors Can Learn From
In this episode of the Purposeful Planning Podcast, hosted by Karen McNeill, PPI's Dean of Family Stories, History, and Culture, featuring award-winning filmmaker Debbie...
56
Love, Wisdom, Money: A conversation with PPI's new Dean of Financial Advising and Wealth Planning
In this episode of the Purposeful Planning Podcast, host Andy Stubblefield sits down with Buddy Thomas, founder of the Super Plan Family Wealth group...