Podcast Index

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The Practical Planner The Practical Planner wealth.com TED-Ed TED-Ed TED-Ed LessWrong (Curated & Popular) LessWrong (Curated & Popular) LessWrong Cybersecurity Today Cybersecurity Today Jim Love NotiPod Hoy NotiPod Hoy Via Podcast TED Tech TED Tech TED Tech Business of Machining Business of Machining John Grimsmo & John Saunders Auslegungssache – der c't-Datenschutz-Podcast Auslegungssache – der c't-Datenschutz-Podcast c't Magazin t3n Arbeit in Progress t3n Arbeit in Progress t3n Digital Pioneers The SupplyChainBrain Podcast The SupplyChainBrain Podcast Bob Bowman Better Offline Better Offline Cool Zone Media and iHeartPodcasts Bright Side Home Theater Bright Side Home Theater dj@brightsidehometheater.com M365.FM - Modern work, security, and productivity with Microsoft 365 M365.FM - Modern work, security, and productivity with Microsoft 365 Mirko Peters - Founder of m365.fm, m365.show and m365con.net Thinking Crypto News & Interviews Thinking Crypto News & Interviews Tony Edward AI Fire Daily AI Fire Daily AIFire.co Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs) Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs) Marvin Bee Coinbase Markets Podcast Coinbase Markets Podcast Coinbase Bli säker-podden Bli säker-podden Nikka Systems Stephan's Daily Tech News Stephan's Daily Tech News Stephan Forseilles Mere Morpheus Mere Morpheus Kyrin Down Dad Reviews with @LaneVids Dad Reviews with @LaneVids LaneVids Software Defined Talk Software Defined Talk Software Defined Talk LLC Reflections Reflections Livewire Labs Payment & Banking Fintech Podcast Payment & Banking Fintech Podcast Alles über Banken, Zahlungsverkehr & Fintechs solarsorglos.de - Der Solar Podcast solarsorglos.de - Der Solar Podcast Maik Marx und Solaria Patoarchitekci Patoarchitekci Łukasz Kałużny, Szymon Warda Podcast Patapoe Podcast Patapoe 0d0a CyberCode Academy CyberCode Academy CyberCode Academy The Good Tech Companies The Good Tech Companies HackerNoon Caffe 2.0 Caffe 2.0 Valentino Spataro ColdFusion ColdFusion Dagogo Big L Radio Listen Again Big L Radio Listen Again admin Big L 1395am Looks Like New Looks Like New MEDLab Proof of Law Proof of Law Quantum Lex Out of the Woods: The Threat Hunting Podcast Out of the Woods: The Threat Hunting Podcast Out of the Woods: The Threat Hunting Podcast The Milk Road Show The Milk Road Show The Milk Road Show Vets In Ag Podcast Vets In Ag Podcast AGD Consulting
The Practical Planner

Tecnología

The Practical Planner

wealth.com

Estate Planning for Widows and Widowers

June 25, 2026 6:43pm 27 min

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...

Wealth.com Most Common Questions: How Thomas Uses the Platform

June 10, 2026 8:44am 24 min

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 Esther...

Tips for New Parents

May 26, 2026 2:56pm 24 min

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...

Estate Planning for Clients Going Through a Divorce

May 12, 2026 6:00am 35 min

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...

Everything You Need to Know About Irrevocable Trusts

April 22, 2026 5:00am 28 min

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...

The Top Reasons to Update Your Estate Plan

April 07, 2026 9:37am 15 min

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...

Navigating Louisiana's Estate Planning Landscape

March 19, 2026 11:19am 30 min

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...

Creating Liquidity at Death

January 21, 2026 6:00am 23 min

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...

Capital Gains vs Estate Tax Planning

January 07, 2026 6:00am 24 min

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...

Trust Distributions

December 18, 2025 9:27am 22 min

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...

Corporate Trustees with Special Guest, Christopher Holtby

December 03, 2025 6:00am 34 min

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...

Top Estate Planning Mistakes

November 18, 2025 6:15am 24 min

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...

Dive Into the One Big Beautiful Bill

November 04, 2025 6:15am 26 min

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,...

Everything you need to think about tax planning before the year's end

October 14, 2025 6:00am 15 min

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...

How to Incorporate Estate Planning Into Your Practice

October 07, 2025 6:00am 21 min

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:...

Why Trust Location Matters: Exploring Tax & Asset Protection States

September 29, 2025 6:30am 23 min

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...

Top Client Questions

September 22, 2025 6:10am 24 min

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 ...

The Role of an Executor

September 16, 2025 1:18pm 36 min

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 ...

Helping clients leave a legacy and facilitate a family meeting with Derrick Kinney

September 09, 2025 9:31am 35 min

In this episode of the Practical Planner podcast, hosts Thomas Kopelman and Anne Rhodes are joined by esteemed guest, Financial Advisor and Founder of the Good Money Framework, Derek Kinney. Together, they delve into the...

Navigating the Line Between Tax and Legal Advice

August 27, 2025 6:00am 36 min

CPA and Retirement Tax Services founder Steven Jarvis joins the Wealth.com team to unpack the compliance, communication, and client service dynamics around tax planning. They explore how financial advisors can, and shoul...

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