Podcast Index
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The Practical Planner
wealth.com
The Pat McAfee Show
Pat McAfee, ESPN
Newshour
BBC World Service
The Endtime Show | Endtime
Endtime
dc
Salai Dawtcemsang
TSCN
TSCN
ספיישלים מוזיקליים
גלצ
The Theater on Bleecker — Fexingo Horror
Fexingo
The Ben and Ashley I Almost Famous Podcast
iHeartPodcasts
The Most Dramatic Podcast Ever
iHeartPodcasts
Armstrong & Getty Podcast
560 KSFO
Ba'al Busters Broadcast
BaalBusters
Idle Thumbs
Idle Thumbs
Locked On UCLA - Daily Podcast On UCLA Bruins
Zach Anderson-Yoxsimer, Locked On Podcast Network
Stugotz and Company LIVE!
Fox Sports Radio and iHeartPodcasts
All Steelers Talk
All Steelers Talk
5 O'Clock Report - Family Life News
Family Life
Franger507
Franger507
Locked On Mariners - Daily Podcast On the Seattle Mariners
Locked On Podcast Network, Ty Dane Gonzalez, Colby Patnode
The Medical Mind
American Psychiatric Association
The Transformation Station
Christina Romita
Gut durch die Zeit. Der Podcast rund um Mediation, Konflikt-Coaching und Organisationsberatung.
Dr. Sascha Weigel
Just Serve in San Diego
Collette Cribbins
Three Moves Ahead
Idle Thumbs
CNN 5 Things
CNN Podcasts
Futbol Picante
ESPN Deportes, ESPN.com.mx, José Ramón Fernández, Rafael Puente
Pop Culture Crisis
Timcast Media
Denník N Newsfilter
Denník N
Daily Fantasy Sports by Ship It Nation
Ship It Nation
The Shift Baseball Show
The Shift
Audios Juan Ramón Rallo
Free Cuban
What A Day
What A Day
Authentic Parenting
Anna Seewald
Help Me Be Me
Cloud10
Where It All Starts
Zandile Qhuqha
Армія FM
Армія FM
Parsha with Rabbi David Bibi
JewishPodcasts.fm
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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