Podcast Episodes

Top Client Questions

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…

Published on 10 hours ago

The Role of an Executor

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 …

Published on 6 days, 2 hours ago

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

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…

Published on 1 week, 6 days ago

Navigating the Line Between Tax and Legal Advice

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 ad…

Published on 3 weeks, 5 days ago

Trusts, Titling & Tough Calls: A Practical Q&A

In this special Q&A episode, Thomas and David tackle some of the most common—and practical—estate planning questions they get from clients. From deciding when a revocable trust makes sense to the pro…

Published on 2 months, 3 weeks ago

Titling Assets: The Critical Step After Estate Docs Are Signed

Titling assets correctly is one of the most overlooked but critical parts of estate planning. In this episode, Thomas Kopelman and David Haughton unpack the complexities of properly funding a trust—b…

Published on 3 months, 1 week ago

Dynasty Trusts & the GST Exemption: Protecting Wealth Across Generations

Thomas, Anne, and David break down one of the most complex—but powerful—tools in advanced estate planning: the dynasty trust and the Generation-Skipping Transfer (GST) tax. Learn how ultra-high-net-w…

Published on 3 months, 3 weeks ago

The Family Support Playbook: Gifting, Loaning, and Renting Explained

Season 1 Episode 41

Helping kids financially isn’t one-size-fits-all. In this episode, Thomas Kopelman, Anne Rhodes, and David Haughton unpack the nuanced differences between gifting, loaning, and renting when supportin…

Published on 4 months, 1 week ago

Estate Planning Myths, Roadblocks and Solutions with Brent Weiss, Co-Founder of Facet

Brent Weiss, Head of Financial Wellness at Facet, joins Thomas Kopelman and Anne Rhodes to bust common estate planning myths and explore how technology is reshaping the planning experience. They disc…

Published on 4 months, 3 weeks ago

Turning Market Turmoil into Estate Planning Opportunity

Season 1 Episode 44

In this episode of The Practical Planner, Thomas Kopelman and David Haughton dive into the estate planning opportunities that arise during down markets. With recent market volatility and policy shift…

Published on 5 months, 1 week ago