Planning Reimagined

Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.

Planning Reimagined is a business podcast hosted by Robin Glen, with 24 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Robin Glen hosts Planning Reimagined, a business show with 24 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #23

  Handshakes Don’t Survive Heartbreak: The Real Cost of an Unfunded Buy-Sell

  Feb 22, 202625 minS2

  <p>A family business can survive competition. It usually doesn’t survive silence.</p><p>In this episode of Planning Reimagined, Celeste Moya and Kris Stegall unpack a real-world business succession breakdown: the Smith family’s multi-subsidiary landscaping company is thrown into chaos after the unexpected death of a key-owner—because there was no buy-sell agreement, no funding, and no clear plan for ownership transfer.</p><p>They break down why “we’ll work it out” is not a strategy, what it actually means to fund a buy-sell, how liquidity can prevent conflict (and litigation), and the practical steps business owners can t...

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  Episode #22

  The Power of a Policy Review: How One Annual Check Saved $80,000 a Year

  Jan 13, 202617 minS2

  <p>In this episode of Planning Reimagined, Celeste Moya and Kris Stegall discuss why routine policy reviews are one of the most overlooked tools in effective financial planning. Through a real-world case, they show how a simple review of a premium-financed life insurance policy uncovered an inefficient loan structure—saving the client $80,000 per year without changing the insurance itself.</p><p>The conversation explores how life insurance, premium financing, indexed universal life, disability insurance, long-term care, and annuities should be treated as living financial tools that require ongoing attention. Celeste and Kris also address common misconceptions around policy performance, loan sp...

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  Episode #21

  Planning for a Loved One With Special Needs

  Nov 24, 202520 minS2

  <p>In this episode of Planning Reimagined, Celeste Moya and Kris Stegall discuss the critical importance of proactive planning for individuals with special needs, focusing on the case of Edward Whitmore, a retired executive concerned about his son Daniel's future. </p><p>They explore the complexities of financial management for vulnerable individuals, the creation of a special needs trust, and the role of corporate trustees in ensuring financial dignity and protection. The conversation emphasizes the need for comprehensive planning that considers both financial and non-financial aspects of care, including long-term care considerations and the importance of flexibility in trust management.t...

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  Episode #20

  The Hidden LTC Risk That Can Derail Your Plan (and How One Family Fixed It)

  Oct 13, 202520 minS2

  <p>Welcome back to Planning Reimagined, now reimagined for real-life stories, shorter episodes, and actionable insights.</p><p>In this episode, Celeste Moya and Kris Stegall share the story of Philip and Danielle Lawson (names changed), a couple in their 40s who thought their planning boxes were checked… until they realized one major blind spot: long-term care for aging parents.</p><p>When Philip’s parents, living on pensions and Social Security, faced potential care needs, the couple discovered just how quickly those costs could derail their own goals for college savings, retirement timelines, and charitable giving.</p><p>Celeste and...

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  Episode #19

  Reimagining Goal Setting: Emphasizing Process and Mindset for Lasting Achievement

  Jan 13, 202557 minS0

  <p>In this episode, Celeste welcomes Dan Lappin, Founder of Lappin 180, to discuss a whole new way to approach goal setting through building a resilient mindset. Through personal anecdotes, professional insights, and practical strategies, they unravel the often misunderstood concept of detachment from outcomes, emphasizing a focus on processes rather than end goals. Dan discusses how embracing discomfort and failure can be pivotal for growth. Celeste talks about how her father's advice to be "comfortable being uncomfortable" has shaped her career and personal life.</p><p>They also talk about the power of incremental progress, positive self-talk, and adopting a...

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