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

21

September 25, 2023 00:30:25
Lessons From the Ranch - Entrepreneurship and Reclaiming Our Family Stories

Lessons From the Ranch - Entrepreneurship and Reclaiming Our Family Stories

Lewis Weil, founder of Money Positive joins us for a conversation on financial planning, entrepreneurship, bringing purposeful planning to the middle class, and lessons...

Listen

18

August 28, 2023 00:23:41
Appreciative Inquiry: Building on the Strengths of a Family

Appreciative Inquiry: Building on the Strengths of a Family

In this thought-provoking podcast episode, Courtney delves into an innovative organizational change model that challenges our conventional understanding of how change unfolds within families....

Listen

15

August 21, 2023 00:28:15
Why Conversations About Death Matter

Why Conversations About Death Matter

Lori LoCicero and Lisa Pahl are the creators of The Death Deck, a card game that exploresdeath and dying using multiple-choice questions and a...

Listen

18

August 14, 2023 00:25:26
How Philanthropy Advice Unlocks Giving

How Philanthropy Advice Unlocks Giving

Emma shares insights from interviewing philanthropy advisors from 15 countries for her new book, Advising Philanthropists: Principles and Practice, which she co-authored with Dr....

Listen

17

July 31, 2023 00:27:14
PPP Episode 8: Adapt, Change, or Disappear

PPP Episode 8: Adapt, Change, or Disappear

In this episode, we sit down with industry experts Gretchen Figge and David York to discuss one of the most critical yet overlooked elements...

Listen

16

July 17, 2023 00:29:10
Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices

Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices

Join us as we delve into the world of community foundations and donor choices in order to maximize charitable impact. Our esteemed guest speakers,...

Listen