Latest Episodes
55
Every Dollar with Intention: The Other 95% of Your Portfolio
What is the other 95% of your foundation's capital doing while the 5% does the giving? In this episode, Courtney Joyner-Gage sits down with...
54
Collaborating through Conflict
In this episode of the Purposeful Planning Podcast, host Andy Stubblefield sits down with Jeff Savlov and Garrett Wells to explore what it really...
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...