Purposeful Planning Podcast

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. ...more

Latest Episodes

33

May 03, 2024 00:30:34
Resentment and Perfectionism: Why You Need To Stop “Shoulding” On Yourself

Resentment and Perfectionism: Why You Need To Stop “Shoulding” On Yourself

Join us for an insightful exploration into the damaging effects of resentment and perfectionism. In this episode, we delve into the realities of life's...

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32

April 11, 2024 00:26:15
Don’t Leave a Mess!

Don’t Leave a Mess!

This episode explores the pillars of effective communication, strategic planning, and the significance of storytelling. Join as we learn about the importance of communication,...

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31

March 14, 2024 00:31:53
Ruling Your Wealth: How to Approach and Understand Key Issues Surrounding Inherited Wealth

Ruling Your Wealth: How to Approach and Understand Key Issues Surrounding Inherited Wealth

Chip Fisher advises on understanding and valuing the origins of family wealth and the associated challenges. He emphasizes building genuine relationships within and outside...

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30

February 27, 2024 00:29:25
Estate Planning as a Doorway to Family Healing

Estate Planning as a Doorway to Family Healing

Explore the profound connection between estate planning and family healing in this thought-provoking podcast. Join us as we delve into the significance of estate...

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29

February 13, 2024 00:23:54
Risk, Adventure and the Search for Meaning

Risk, Adventure and the Search for Meaning

John Graham lived a life of risk and adventure—from wars and revolutions to dangerous mountains and sinking ships. But at a certain point—and it...

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28

January 30, 2024 00:43:37
Do You Know What You Own?

Do You Know What You Own?

How to prepare your personal property of a future estate  Advice from a Professional Organizer and Move Manager  Talking points  Knowing what you own...

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