Podcast Episodes
Back to SearchRevocable Trusts Explained: The Power To Change Your Mind
Season 1 Episode 8
In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman discuss what advisors need to know about revocable trusts, including:
Published on 1 year, 7 months ago
When To Update An Estate Plan
Season 1 Episode 7
A fully optimized Estate Plan changes in tandem with life circumstances changing.
In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman dive into:
The life events that should pro…
Published on 1 year, 8 months ago
Key Estate Planning Terms To Know
Season 1 Episode 6
There are a lot of confusing Estate Planning terms, and many of the available resources for understanding this nomenclature aren’t straightforward for financial advisors.
In this episode of The Pract…
Published on 1 year, 9 months ago
Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.
Season 1 Episode 5
Practical Planner Hosts Anne Rhodes & Thomas Kopelman are joined by Tyrone Ross Jr. — CEO and co-founder of Turnqey Labs and 401 Financial, Strategic Advisor to wealth.com. — to discuss the unique la…
Published on 1 year, 9 months ago
Intro to Revocable Trusts vs Irrevocable Trusts
Season 1 Episode 4
In this episode of The Practical Planner, hosts Anne Rhodes & Thomas Kopelman dive deeper into the world of trusts, giving nuanced definitions of what differentiates a revocable trust from an irrevoc…
Published on 1 year, 10 months ago
Trusts vs. Wills
Season 1 Episode 3
What is the difference between a trust and a will? This is one of the top questions in estate planning, but finding a clear answer isn’t always easy.
In this episode of The Practical Planner, Anne & T…
Published on 1 year, 10 months ago
Foundational Estate Planning Documents
Season 1 Episode 2
There are several key estate planning documents every financial advisor should understand and be able to discuss with their clients.
This can be daunting because documents are often referred to by dif…
Published on 1 year, 10 months ago
Estate Planning Basics
Season 1 Episode 2
In the premiere episode of The Practical Planner, hosts Anne & Thomas break down the foundational estate planning knowledge advisors need in an actionable way with real-life examples.
Published on 1 year, 11 months ago
Introducing The Practical Planner
Season 1 Episode 1
The Practical Planner is a new show from wealth.com where Anne Rhodes, expert estate planning attorney and our Chief Legal Officer + Thomas Kopelman, a top financial advisor and Co-Founder of AllStre…
Published on 1 year, 11 months ago