Podcast Index
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The Practical Planner
wealth.com
St. Louis on the Air
St. Louis Public Radio
Foot Central
Foot Central
Guerilla Sports Off Ice
Guerilla Sports, Jesse Montano
The Sons Of Liberty
The Sons of Liberty
Tom's Polka Party
Kmet Radio
The Tennessee Conservative
Brandon Lewis
Montreal Now with Aaron Rand Podcast
CJAD 800
Two PhDs on a Pod
Viome
The Deep Dive Radio Show and Nick's Nerd News
Nick Espinosa, Chief Security Fanatic
The Courtney Theriault Show
Corus Radio
In Het Wiel
DPG Media
Mallen Baker: Faultlines
Mallen Baker
The Elisha Show: Purpose Driven Life & Mastery
Elisha Arowojobe | Personal Mastery & Purpose Coach
The National Land Podcast
National Land Realty
A Celtic State of Mind
A State of Mind
Steelers Afternoon Drive
Pro Football Insiders
The Michael Medved Show
Michael Medved
Inside Running Podcast
TMYT Network
Bloomberg Surveillance
Bloomberg
The Jake Feinberg Show
Jake Feinberg
Murph & Markus Podcast
KNBR | Cumulus Media San Francisco
Latte Firm - Arsenal FC x
Latte Firm - Arsenal FC x
Vermont This Week
Vermont Public
Know Your Risk Podcast
Know Your Risk Radio
TraderMerlin
Merlin Rothfeld
NOS Met het Oog op Morgen
NPO Radio 1 / NOS
The Windsor Report
Jack Windsor
Rabbit Hole Recap
ODELL and Marty Bent
Chapelboro.com
Chapelboro.com
The Jill Bennett Show
CKNW / Curiouscast
Nutshell Sermons
Bryan Duncan
Nutshell Sermons
Bryan Duncan
Canucks Conversation
The Nation Network
The Office Politics Podcast with Fexingo: Workplace Dynamics, Influence, and Getting Things Done
Fexingo
Overcast
David Fernández
オサナイ先生の 「オサナイだけど、押す！」ラジオ
熱血🔥中小企業診断士！オサナイ先生
All
wealth.com
Being named in the trust feels like job security — until you realize it can be undone with a signature. In this episode, Thomas Kopelman, Anne Rhodes, and Lisa Weigel break down why advisors who chase trustee or "Investm...
Liam Hanlon of Jump joins Thomas Kopelman and Anne Rhodes for a data-driven look at what AI is really revealing about advisor–client conversations. Drawing on Jump's research across thousands of advisor meetings, they ex...
Thomas Kopelman, Anne Rhodes, and Lisa Weigel explore the critical role financial advisors play when a client loses a spouse. They break the advisor-widow relationship into three phases—preparation while both spouses are...
In this episode, Anne Rhodes flips the script and interviews co-host Thomas Kopelman about how he actually uses Wealth.com in his financial planning practice. Thomas walks through his end-to-end process—from using Ester®...
Thomas Kopelman is joined by Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, to explore the essential estate planning steps new parents need to take. They break down how to designate guardians in...
Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, joins Thomas Kopelman and Anne Rhodes to tackle the complexities of estate planning when clients go through a divorce. From the ethical dilemmas ad...
Join hosts Thomas Kopelman and Anne Rhodes as they dive into the complexities of financial planning with a fresh perspective. They tackle the often misunderstood topic of irrevocable trusts, revealing how these seemingly...
In this episode of the Practical Planner Podcast, Thomas Koppelman and Anne Rhodes discuss the critical aspects of estate planning, focusing on when and why individuals should update their estate plans. They explore vari...
In this episode, Anne Rhodes is joined by Addie Prewitt, and Alaina Lacter unpack the complexities of estate planning in Louisiana—from its unique legal terminology to key concepts like forced heirship, community propert...
In this episode of the Practical Planner Podcast, host Thomas Kopelman, along with Anne Rhodes and guest Rachel Hartman, delve into the critical topic of liquidity in estate planning. They discuss the importance of liqui...
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning. They discuss the differences between the two, the importance of state-specific tax implicatio...
In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management. They explore the intricacies of being a trust beneficiary, the rights...
Join Thomas Kopelman and Anne Rhodes as they welcome Christopher Holtby to the Practical Planner Podcast. This episode delves into the world of trustees, exploring the differences between corporate and individual trustee...
In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton dive into the critical topic of estate planning. They discuss common mistakes people make, such as not having an estate plan, fai...
In this episode of the Practical Planner podcast, hosts Thomas Kopelman and David Haughton delve into the intricacies of the "One Big Beautiful Bill," exploring its unexpected twists and implications for estate planning,...
Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors. This episode provides a comprehensive checklist, covering everything from maximizing ded...
In this episode of the Practical Planner podcast, hosts Thomas Kopelman, Dave Haughton, and Anne Rhodes, delve into the crucial role advisors play in estate planning. They explore the three phases of advisor involvement:...
In Episode 48, we provide financial advisors and planners with essential insights into the pivotal role of trust location in estate planning. Explore how selecting the right state can enhance tax efficiency and asset pro...
In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton tackle the top questions advisors frequently receive from clients about estate planning. They delve into the complexities beyond ...
In this insightful episode, we delve into the intricate world of estate planning with Cody Garrett, CFP, from Measure Twice Planners. Discover the pivotal role of an executor and the challenges they face in managing and ...
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