Powered by RND
PodcastsBusinessThe Practical Planner
Listen to The Practical Planner in the App
Listen to The Practical Planner in the App
(36,319)(250,152)
Save favorites
Alarm
Sleep timer

The Practical Planner

Podcast The Practical Planner
wealth.com
Let's reimagine estate planning together.  We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim...

Available Episodes

5 of 39
  • Prenups, Post-Nups, and Protecting Assets in Marriage
    No one gets married planning for divorce—but failing to plan can leave assets vulnerable. In this episode, Thomas Kopelman, Anne Rhodes, and Dave Haughton dive into why prenuptial agreements (prenups) are a key estate planning tool, not just a safeguard for the ultra-wealthy. They break down the difference between community and separate property, how prenups protect business owners, and what happens if you don’t have one in place. They also discuss post-nuptial agreements, common misconceptions, and how advisors can guide clients through these crucial conversations.
    --------  
    22:44
  • How to Handle Digital Assets in Estate Planning
    Crypto, online accounts, and other digital assets are now a critical part of estate planning—but many advisors and clients aren’t prepared. In this episode, Thomas Kopelman and Dave Haughton break down what advisors need to know, from crypto taxation and security risks to ensuring digital assets are accessible when needed. They cover key estate planning strategies, common mistakes, and how to help clients organize and protect their full digital footprint. Ignoring digital assets isn’t an option—advisors who understand them will be the ones clients trust most.
    --------  
    19:48
  • How AI Is Changing Wealth Management and Estate Planning
    AI is transforming wealth management and estate planning, but how should advisors think about it? In this episode, Thomas Kopelman, Dave Haughton, and Anne Rhodes sit down with Seungwoo Son, VP of Applied AI at Wealth.com, to unpack what AI can do today—and where it’s headed. They break down how advisors can use AI to streamline workflows, why human oversight still matters, and what to watch for when evaluating AI tools. From data privacy concerns to spotting unreliable outputs, they cover the must-knows for integrating AI effectively. AI won’t replace advisors, but those who use it wisely will have a clear advantage.
    --------  
    28:04
  • What is a Financial Advisor’s True Role in Estate Planning?
    This week, hosts Thomas Kopelman and Dave Haughton provide their perspectives on the critical role advisors have in helping their clients with their estate plans. They already have an intimate understanding of their financial situation and future goals, so they’re uniquely positioned to help educate them on their estate plan options.  They discuss how advisors can integrate estate planning into ongoing financial planning sessions, how to coordinate with estate attorneys and other third-parties and, ultimately, how they can be the go-to person to help their clients make informed decisions
    --------  
    21:25
  • 2025 Tax and Wealth Transfer Numbers Every Advisor Should Know
    Join hosts Thomas Kopelman and David Haughton as they dive into the critical financial planning numbers for 2025. Learn about updated estate tax exemptions, gifting limits, IRA and 401(k) contribution thresholds, and strategies like the Mega Backdoor Roth.  Gain valuable insights into tax-advantaged accounts, including HSAs and 529 plans, and how these changes can impact your clients’ financial plans. For any questions, email us at [email protected]. Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast!
    --------  
    24:27

More Business podcasts

About The Practical Planner

Let's reimagine estate planning together.  We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process.  What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies).  The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology.  Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Advisor by Business Insider. Anne Rhodes is the Chief Legal Officer at wealth.com. Prior to her current role, she was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco).
Podcast website

Listen to The Practical Planner, NerdWallet's Smart Money Podcast and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features
Social
v7.13.0 | © 2007-2025 radio.de GmbH
Generated: 4/2/2025 - 8:41:28 AM