Purposeful Planning Podcast

Purposeful Planning Institute

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. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being. read less
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Episodes

Risk, Adventure and the Search for Meaning
Feb 13 2024
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 began in the war in Vietnam—he began to realize that a life focused just on satisfying his own need for adventure was lacking any real meaning and that emptiness began to torment him. John finally found that meaning in service—in helping people solve tough public problems, in making life better for others. Some of that service has been as a global peacemaker. And much of it has been with his work with the Giraffe Heroes Project, a global movement that moves people to stick their necks out for the common good and gives them tools to succeed. What John found is available to everyone. It doesn’t matter what your station in life is or the station of your clients. We all face the same challenge. There is no deeper human need and no more powerful yearning than to live a life we know is meaningful. And the most stable, long-term source of that meaning is service. BIOGRAPHY John Graham is an author, adventurer, former diplomat and citizen activist. No guru and no saint, he's repeatedly sought the meaning of his life in many places where it wasn't. He finally found the purpose he sought in service—in helping solve significant public problems, and in making life better for other people. Making and implementing this discovery hasn't only brought him enormous satisfaction—it's been the adventure of his life.  For the last 35 years Graham has been a leader of the Giraffe Heroes Project, a global movement inspiring people to stick their necks out to solve public problems and giving them tools to succeed. He’s helped end apartheid in South Africa, avert a major strike in Canada, save what’s left of the Everglades, settle a war in the Sudan, find long-term environmental solutions in the Pacific Northwest and build bridges between the Muslim world and the West.  His books include Outdoor Leadership, Stick Your Neck Out–A Street-smart Guide to Creating Change in Your Community and Beyond, It's Up to Us, and a memoir, Quest: Risk, Adventure, and the Search for Meaning. He’s done TV and radio all over the world. For more information, see johngraham.org
Cultivating Belonging & Trust Through Filmmaking
Jan 15 2024
Cultivating Belonging & Trust Through Filmmaking
A conversation about how to create a greater sense of belonging, trust, and empathy within our own families, the families we work with, and the wider community. Talking points: --Documentary series "Belonging in the USA: Stories from our Neighbors" --How filmmaking for families can be an integral part of a legacy plan that seeks to do more than pass along the financial capital, --How listening is the key. About Our Speaker: After receiving a BFA from New York University’s Tisch School of the Arts, Arielle Nóbile, studied directing at Second City Theatre Chicago and then taught at Second City and at the Piven Theatre. In 2005, Arielle founded Legacy Connections Films, using filmmaking as a tool to help families reflect intergenerationally upon their collective heritage, identity, and vision. She has created over 100 personal documentaries for clients, shorts and features, tackling themes including family dynamics, addiction, mental health, class, belonging and connection. She created a 6-part local public television documentary series in 2010 called Belonging in Boulder: Unexpected Stories from Your Neighbors which won a Hugo Television Award. Arielle was named to the 10 Filmmakers to Watch list by “The Independent” magazine. She is the creator of the Belonging in the USA: Stories from our Neighbors documentary trilogy. The first film in the trilogy, Belonging in the USA: The Story of Michael D. McCarty premiered at the Pan African Film Festival in Los Angeles and won several awards including best documentary at the Border scene festival in New Mexico. It is set to air nationally on PBS in late 2023. Arielle’s TEDx Talk The Simple Act of Listening Can be Revolutionary synthesizes what she has learned in nearly two decades of directing documentaries.
Which Form Should Your Content Take?
Dec 18 2023
Which Form Should Your Content Take?
Description: There are a myriad of ways to influence your ideal audience. Every coach, consultant,wealth advisor, or attorney serves their specific clients as well as the wider community of families ofwealth and in business. Many leaders want to expand their influence more broadly. Maybe you havebeen told, “You should write a book.” But what if you shouldn’t? What then is best format for reachingyour ideal audience?In this episode, Melissa Parks and Dave Goetz help leaders think about the best way to package theircontent to influence others. Many are the formats for publishing ideas: blogs, whitepapers, short-formand long-form video, podcasts, audiobooks, traditional books, ebooks only, and online courses. Listenerswill come away with a fresh framework to help them take the next step in publishing their ideas for thewider world.Introduction to Our SpeakersDave Goetz is co-founder of Journey Sixty6 and president of CZ Strategy, a strategic marketing agency.He is a former magazine and book editor and the author of Death by Suburb: How to Keep the Suburbsfrom Killing Your Soul (HarperOne). He is also a passionate fly fisher, podcaster (2 Guys and a River), andauthor of The Fly Fisher's Book of Lists: Life is short. Catch more fish.Dave has coached hundreds of writers and served as editor for books in the area of philanthropy,leadership, spirituality and religion, legacy memoirs, and business.Melissa Parks is co-founder of Journey Sixty6 and managing director of publishing at CZ Strategy, astrategic marketing agency. She is an Instagram expert, having built a large IG following (Megillicutti).Over the past 25 years, Melissa has coached numerous authors through the publishing journey, fromidea formation to publication. She has also ghostwritten books for thought leaders.She is a speaker and a writer, contributing to online shelter publications. She and her co-founder, DaveGoetz, started working together more than twenty years ago at a publishing company. She holds anM.A. in English Literature from Loyola University Chicago.
Choosing the Right Team
Nov 20 2023
Choosing the Right Team
In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors. Join us for a thought-provoking conversation with Richard Marker as we navigate the complexities of selecting the right team for your philanthropic endeavors. Whether you're a seasoned philanthropist or just embarking on your giving journey, this episode provides invaluable insights for making informed choices.   About Our Speaker:   Richard Marker is an internationally recognized “elder” in philanthropy.  Currently, he is co-principal of the Institute for Wise Philanthropy, a boutique philanthropy education and strategy firm.  He also teaches philanthropists and foundations from around the world at UPenn's High Impact Philanthropy Academy and, previously, at NYU.  He has been CEO of two foundations, a board member of numerous others, a family funder, and author.  He has lectured in 40 countries and throughout the United States.  His writings on "philanthro-ethics" have stimulated new thinking on the intersection of power and social justice in philanthropy practice, and his distinctive strategy model, emphasizing culture over mission, is now used widely. Meet Our Host: Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.   Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant and serves as the Co-Dean of Philanthropy for the Purposeful Planning Institute.
Philanthropy is a Team Sport
Nov 6 2023
Philanthropy is a Team Sport
Janell Turner, a seasoned Senior Philanthropy Advisor at Phila Engaged Giving, will share insights into the dynamic interplay between philanthropy advisors and financial professionals.  Discover the essential role philanthropy advisors play in enriching the client-advisor relationship and maximizing the impact of charitable giving. Hosted by Deborah Goldstein, PPI Co-Dean of Philanthropy and Principal at Enlightened Philanthropy, this session delves into the synergy of expertise that occurs when these professionals come together.   About Our Speaker: Janell is a true champion of inspiring generosity in others, and her expertise makes her a highly sought-after speaker in the realm of trust-based giving, charitable estate planning, and the exciting world where philanthropy and impact investing intersect. Based at the esteemed Phīla Engaged Giving in Seattle, Janell's professional journey is a testament to her passion. Armed with an array of credentials – including being a Certified Specialist in Planned Giving (CSPG), a Chartered Advisor in Philanthropy (CAP®), and a Certified 21/64 Advisor in multi-generational family philanthropy – she serves as a guiding light for philanthropists seeking to navigate the intricate pathways of giving with a sense of purpose, joy, and informed insight. Beyond her advisory role, Janell's commitment to making a difference is profound. She has actively participated in various nonprofit boards and has been acknowledged by influential figures. Governor Jan Brewer selected her to contribute her expertise to the Arizona Governor’s Commission on Service and Volunteerism. She also directed efforts at the Arizona Community Foundation and played pivotal roles in planned giving and endowment building for esteemed institutions like Seattle Opera. A standout highlight is her involvement in the Newark Prisoner Reentry Initiative in 2007, a pioneering program championed by Mayor (now Senator) Cory Booker to curb recidivism and support successful reintegration into society. Her contribution earned recognition from Harvard University's Ash Center for Democratic Governance and Innovation in 2012. Her rich experiences extend beyond her professional endeavors, as she finds joy in travel, indulging in musical theater and opera, unwinding with a captivating book, and sharing cherished moments with her two sons and a spirited Bichon. She’s especially passionate about her current board service with Horizon House, a unique urban senior-living community located in the heart of downtown Seattle, and Seattle Opera. Janell is a beacon of inspiration in the realm of philanthropy, infusing warmth, purpose, and dedication into all she does. Her profound impact is a testament to her unwavering commitment to fostering positive change and meaningful connections in the world of giving.   Meet Our Host: Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists on their giving journey. Drawing from more than twenty years of experience in fundraising and nonprofit management, she engages clients in an intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values and interests with appropriate options culminates in an attainable Philanthropy Plan.  Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she enjoys advising youth as they navigate the world of philanthropy. Goldstein is also the creator of Philanthropy Camp for Women.   Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worke
What Does Love Have to Do with Serving Clients?
Oct 2 2023
What Does Love Have to Do with Serving Clients?
Advisors are commonly asked to have a distinct value proposition that they can share with their clients and prospective clients. Most focus on serving the decision-maker(s) in their client families, which prevents them from providing their "whole" value to the clients they serve. In this podcast, Dr. Richard Orlando will share what it means to love one's clients and why this is important to Advisors and the clients they serve.   About Our Guest Speaker For the past twenty-five years, Dr. Orlando has sat at boardroom tables and kitchen tables alike, advising high and ultra-high net worth client-families—many at the helm of a family enterprise—as well as training thousands of advisors to build upon financial advising to include the qualitative, multigenerational planning needs of their client-families. Prior to founding Legacy Capitals, Dr. Orlando led Merrill Lynch’s Global Practice Management Consulting Group for fifteen years and served in Merrill’s Family Office. He has been referenced in numerous publications, including The New York Times, Bloomberg Business, and The Wall Street Journal online, among others. His interdisciplinary background includes computer science, business, and psychology. After earning a Bachelor of Science in computer science and business from St. John’s University, he pursued a career on Wall Street, earning his Series 7 and 63 licenses. Returning to school, he received a master’s degree in counseling/theology from Trinity International University, then a doctorate in family systems from Seton Hall University with a dissertation on wealth management family teams. Dr. Orlando is an approved instructor for the Investments & Wealth Institute’s Certified Private Wealth Advisor (CPWA) Certification Program, a faculty member of the UHNW Institute, holds a certificate in family wealth advising from the Family Firm Institute, and is certified as a professional coach from the International Coach Federation’s accredited program. Additionally, he is the author of Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions and Love Your Clients: the tale of the Whole Family Advisor®. Dr. Orlando sits on the board of directors for Urban Hope in Staten Island. Born and raised in New York City, he resides in Bucks County, Pennsylvania, with his wife and children. Meet Our Host   Melissa Mitchell-Blitch helps families develop skills to navigate decisions, transitions, and conflict related to business and wealth. She is a former CPA and financial advisor -- who left h
Appreciative Inquiry: Building on the Strengths of a Family
Aug 28 2023
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. Through a captivating discussion, Courtney sheds light on the powerful framework of Appreciative Inquiry and explores its potential to reshape our approach to family dynamics. About Our Speaker: Courtney Pullen M.A. is the President of The Pullen Consulting Group. He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building. Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983. He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver. Courtney also spent 17 years as a Senior Consultant with Conversant, a communication and collaboration consulting firm to Fortune 100 Companies. Pullen has lectured frequently, conducted numerous workshops and been published in the areas of individual and organizational change, behavioral finance, communication and family wealth dynamics. He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute. He is also a graduate of the Newfield coaching program. He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences. His primary focus is as a consultant to financial services firms and affluent families. He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He is also on CPWA faculty at the University of Chicago Booth School of Business.
Why Conversations About Death Matter
Aug 21 2023
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 dose of humor. The two describe theirpersonal and professional experiences that led them to create a tool to open end-of-lifeconversations. They share why conversations about end-of-life preferences can be just asimportant as the paperwork. Lisa and Lori provide tools participants can use to engage theirclients in these meaningful conversations. Introduction to Our Speakers: Lisa Pahl is co-creator of The Death Deck, a lively and humorous card game that inspiresmeaningful conversations on what matters most in our lives and in our deaths. As a LicensedClinical Social Worker with over fifteen years of experience in hospice and emergency medicine,Lisa helps people cope with illness, dying, and grief. With a passionate belief that peace at theend begins with meaningful conversations over time, Lisa engages people in talking about andpreparing for this important stage of life. Lori LoCicero is a freelance writer and co-creator of The Death Deck. A creative storyteller andeternal optimist, Lori combines her personal stories of loss with her innate sense of humor towrite about life and talk about death. She has written and directed independent films,documentaries, and a variety of live gala events. Her upcoming memoir offers readers an intimatelook at loss and her discovery of post-traumatic growth and was the catalyst for creating TheDeath Deck. You can find out more about Lisa, Lori, and The Death Deck at thedeathdeck.com.
PPP Episode 8: Adapt, Change, or Disappear
Jul 31 2023
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 in wealth planning for high-net-worth clients. Join us as we explore how understanding this missing piece is crucial to meeting the unique needs of an affluent clientele. They will introduce us to a cutting-edge tool designed specifically for advisors and consultants. This innovative resource empowers professionals to ensure that the "Why" and "Who" of planning take the lead in driving the "What" and "How." By leveraging this tool, advisors can deepen their understanding of clients' values and motivations, aligning their financial plans accordingly. Introduction to Our Speaker(s): Gretchen Figge is the CEO for COREnology. She oversees the company's sales and operations. She is very excited about the development of COREnology's software and can't wait to share it with the industry. Gretchen Figge is most known for her entrepreneurial spirit, which shows itself in both business and her personal relationships. After a few years of working in the corporate world, she started her first company, Elf Works, Inc., in 2002, which specializes in helping other companies grow. After a successful first two years, she hired her husband, who is now her business partner. Over the years, she has had the opportunity to not only start several additional businesses but also become an investor in others. She has also consulted with many entrepreneurs and provided them guidance in starting their own companies.  Gretchen loves to support those in the process of growth, as such, she has seen great organizational success and growth as she has served on the boards of both professional organizations and non-profits. Gretchen graduated from the University of Utah with a bachelor’s degree in political science. She later had the rare opportunity to attend and graduate from the Goldman Sachs Small Business Program and is still an active alumna. She is also an ACC ICF credentialled coach and a licensed General Contractor. When she's not working, Gretchen is likely enjoying time with her husband and 13-year-old son, cooking for friends, or watching sci-fi shows. David R. York is an Attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell.  David practices law in the areas of estate planning, tax, business planning, and non-profit entities.  He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute.  David has extensive experience in designing and implementing advanced wealth planning strategies for high net worth clients.  David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, the Southeastern Family Office Forum, and the Million Dollar Roundtable.   He is the co-author of three books, Entrusted: Building a Legacy That Lasts and Riveted:  44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon, and author of
Maximizing Charitable Impact: Navigating the World of Community Foundations and Donor Choices
Jul 17 2023
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, Richard "Rick" Peck, an independent philanthropy advisor and founder of The Philanthropy Guy, and Vanessa Denney, Director of Philanthropic Services at the Omaha Community Foundation, bring their extensive expertise to the conversation. Together with host John A. Warnick, Esq., Founder of the Purposeful Planning Institute, they discuss the history of community foundations, highlight the unique aspects that differentiate them from private foundations and commercial donor-advised funds, and explore how community foundation staff collaborates with donors and professional advisors to make a meaningful impact. Gain insights into typical donor profiles and discover the various types of assets that can be donated. Don't miss this engaging episode that equips you with the knowledge to navigate the world of community foundations and make a difference in your philanthropic journey. About Our Guest Speakers: Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.  Rick’s depth of expertise includes 18 years in philanthropy, most recently as VP of Development and Philanthropy Services for the New Hampshire Charitable Foundation, as well as philanthropy leadership roles with Dartmouth Health, The Geisel School of Medicine at Dartmouth College, and Dartmouth College.  He holds key roles in a variety of national fundraising associations, including as incoming president of the board of directors for the International Association of Advisors in Philanthropy (AiP).  Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  Vanessa Denney is the Director of Philanthropic Services at the Omaha Community Foundation, joining in January 2020 after serving in both the government and nonprofit sectors in Omaha. She and her team partner with foundations and their advisor teams to further their philanthropic missions.  Vanessa is a graduate of the University of Nebraska at Omaha with a Master of Arts in Critical and Creative Thinking.  She earned her Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services and is a 21/64 Certified Advisor, enhancing her effectiveness when working with philanthropic individuals and families.
Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others
Jul 3 2023
Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others
In this episode, Coventry Edwards-Pitt will share takeaways from her new book, Engaged Healthy, Wealthy & Wise: Lessons from Inheritors and Their Significant Others on how they have navigated love and family wealth and forged their own joint path. After conducting 50+ interviews over two years, Covie was blown away by the perspective of young people who are rarely asked for their views by an industry that is employed largely by their parents’ generation. Engaged, the first book to focus exclusively on the experience of inheritors and their significant others – shines a lens on the perspective of the inheriting generation and allows us to understand how their lives have been impacted by the wealth advising strategies we so routinely recommend. Their insights upend a number of our industry’s norms and call on us to look within to assess what it really means to do right by our clients.   Meet Our Host Dr. Jamie Traeger-Muney is the founder of the Wealth Legacy Group, a firm specializing in the emotional impact of wealth on inheritors, women, and couples. She works with multi-generational families, helping them to concretize their values, develop a vision for their future, and create sound governance structures. Jamie’s personal experience as a second generation owner of a family business and board member of her family foundation, combined with her theoretical and practical expertise in wealth psychology, has given her a unique sensitivity to issues surrounding the inter-generational family dynamics of affluence. Based on research done with 4th generation family enterprises, she co-authored, Social Impact in 100-Year Family Businesses: How Family Values Drive Sustainability through Philanthropy, Impact Investing, and CSR as well as part of Borrowed From Your Grandchildren. Jamie also contributed a chapter to Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors. She is currently researching Financially Diverse couples, a topic that while becoming increasingly common, has yet to be clinically studied. Jamie has the distinction of being the first psychologist to be hired as an employee of a bank, to work with their clients (2007). She worked as a Family Wealth Consultant for Wells Fargo’s Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets. Jamie has been married for 30 years and has two children.     About Our Guest Speaker:  Coventry Edwards-Pitt, CFA, CFP®, is the
Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at an Early Age
Jun 19 2023
Family Rituals and Practices that Set the Stage for Discussions of Enoughness, Generosity, and Purpose at an Early Age
Learn a few simple rituals and practices that encourage young people to be generous, explore purpose and passion, and even begin to understand their place in the world. These practices allow young people to pair the power of questioning with the power of giving. It offers them a safe space to explore big ideas such as, “Am I enough?”  “What is enough?”  and lets them know that adults are interested in what they have to say. About Our Speaker:    Sue Schwartzman has over two decades of experience working with high- net worth individuals, families, and teens, to systematically and strategically engage in philanthropy and volunteerism and to navigate and communicate about money and values.  Sue recently co-authored her first children’s book, Two Measly Spots!- a children’s book so delightfully adventurous and vibrantly animated on a topic important for all of us to explore: what does enough mean? What is enough? What is the allure of more? Sue is on a quest to support people in determining their own “enoughness”.  Sue pioneered one of the most esteemed teen philanthropy programs internationally. Her work is responsible for training more than 900 teenagers who have raised over $10 Million for an array of non-profits. She also developed a Seventh Grade Philanthropy Curriculum still used to foster giving and civic engagement in middle school-aged kids.  With a Masters of Education from Stanford University, Sue takes a distinct learn-by-doing approach to philanthropy that is informed by her decades-long teaching of hundreds of kids and young adults. She is passionate about connecting with youth and millennials alike, and is an acclaimed speaker and facilitator.  Her work has also been featured in The San Francisco Chronicle, Investor’s Business Daily, The Atlantic Philanthropies, The Chronicle of Philanthropy, Chicago Tribune and Times of Israel.  A CAP (Chartered Advisor in Philanthropy), A 21/64-certified multigenerational family trainer, speaker, and advisor, Sue is a master at giving voice to all generations around the family philanthropy table, and at connecting family members in new and lasting ways. Learn more at www.SchwartzmanAdvising.com or reach Sue at Sue@SchwartzmanAdvising.com.