Latest Episodes
53
Finding a Place to Stand: Dr. Ed Shapiro on Voice, Authority, and the Family System
In this episode of the PPI Podcast, host Steve Legler sits down with Dr. Ed Shapiro, former longtime CEO and Medical Director of the...
52
A System's Lens Through a System's Journey Part 2: The Power of Talking about our Mistakes
What role do mistakes play in effective advising—and how can they become a catalyst for deeper learning and better outcomes? In this episode of...
51
Shaping the Field of Philanthropic Advising
Philanthropic advising is evolving from an informal add-on to a distinct and emerging profession. In this episode of the Purposeful Planning Podcast, host Joseph...
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...