Purposeful Planning Podcast

The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.

Purposeful Planning Podcast is a business podcast hosted by Unknown Host, with 56 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.

Unknown Host hosts Purposeful Planning Podcast, a business show with 56 episodes published.

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  Episode #56

  Love, Wisdom, Money: A conversation with PPI's new Dean of Financial Advising and Wealth Planning

  Jul 31, 202639 min

  In this episode of the Purposeful Planning Podcast, host Andy Stubblefield sits down with Buddy Thomas, founder of the Super Plan Family Wealth group of companies and PPI's newly appointed Dean of Financial Advising and Wealth Planning, to explore how 40+ years in the profession led him to reframe wealth as the fusion of love, wisdom, and money. Buddy shares the story behind his "family fiduciary" concept, why coordinating specialists around the human side of a family matters as much as the technical side, and how AI is accelerating the need to fuse EQ and IQ in advising, offering candid takeaways for advisors navigating where the profession is headed.

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  Episode #55

  Every Dollar with Intention: The Other 95% of Your Portfolio

  Jun 30, 202631 minS1

  What is the other 95% of your foundation's capital doing while the 5% does the giving? In this episode, Courtney Joyner-Gage sits down with Lauren Sercu, co-founder and managing partner of Sorensen Impact Advisory, to trace the Sorensen Impact Foundation's journey to a 100% mission-aligned portfolio — replacing over 30 investment managers while pursuing market-rate returns. Lauren breaks down the continuum of capital from pure philanthropy to catalytic and market-rate impact investing, shares practical first steps like values-screened direct indexing, and explains why grant dollars remain irreplaceable for the work markets won't fund. She also offers hard-won advice on facilitating family values conversations across generations. Her parting challenge: your capital is already making a statement about what you value — the only question is whether that statement is intentional. NOTE: This podcast is intended for informational purposes only and is not a substitute for personalized advice from Sorenson Impact Advisory. Nothing discussed in this episode constitutes a recommendation, offer, or solicitation to buy or sell any security. Certain statements made during this episode are forward-looking in nature, including descriptions of anticipated investment outcomes, expected portfolio characteristics, and potential benefits of specific strategies. SIA believes such statements are based on reasonable assumptions, but forward-looking statements are inherently uncertain and actual results may differ materially from those described. Undue reliance should not be placed on forward-looking statements. The discussion of tax-loss harvesting describes a potential feature of direct indexing for investors with taxable accounts. Tax outcomes depend on each investor's individual tax situation and cannot be predicted or guaranteed. SIA does not provide legal or tax advice. Please consult a qualified legal or tax professional before implementing any strategy discussed in this episode. Tax-loss harvesting involves the realization of losses and does not guarantee a net tax benefit. Different types of investments involve varying degrees of risk, including the possible loss of money invested. Past performance and past investment decisions described in this episode are not indicative of future results, and it should not be assumed that future performance of any specific investment or investment strategy discussed will be profitable. There can be no assurance that investment objectives will be achieved. Registration with the SEC does not imply a certain level of skill or training.

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  Episode #54

  Collaborating through Conflict

  May 31, 202629 minS1

  <p>In this episode of the Purposeful Planning Podcast, host Andy Stubblefield sits down with Jeff Savlov and Garrett Wells to explore what it really looks like to collaborate through conflict in complex family systems. Drawing from a real-world engagement involving a strained trustee-beneficiary relationship between a mother and daughter, Jeff and Garrett reflect on the challenges of stepping into a high-stakes collaboration as new partners navigating emotional tension, unclear expectations, and evolving client needs. Together, they unpack themes of ego, economics, and expectations, highlighting the importance of humility, communication, role clarity, and staying within one’s expertise while serving fa...

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  Episode #53

  Finding a Place to Stand: Dr. Ed Shapiro on Voice, Authority, and the Family System

  Apr 30, 202627 minS1

  <p>In this episode of the PPI Podcast, host Steve Legler sits down with Dr. Ed Shapiro, former longtime CEO and Medical Director of the Austen Riggs Center and author of Finding a Place to Stand. Dr. Shapiro walks through what makes Riggs unlike any other psychiatric setting — an open campus, intensive psychotherapy, a therapeutic community, and real roles in the surrounding town — all built around the conviction that patients are competent adults who can take charge of their own lives once they find the language for what they've been carrying. The conversation then turns to the families PPI members serv...

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  Episode #52

  A System's Lens Through a System's Journey Part 2: The Power of Talking about our Mistakes

  Mar 31, 202633 minS0

  <p>What role do mistakes play in effective advising—and how can they become a catalyst for deeper learning and better outcomes? In this episode of the Purposeful Planning Podcast, Kathy Wiseman and Natalie McVeigh explore how missteps in systems work, client referrals, and family meetings can serve as powerful opportunities for growth. Kathy shares her personal journey of reframing mistakes, emphasizing transparency, clarity, and the importance of helping clients build their own problem-solving capacity rather than over-functioning as advisors. Together, they discuss creative approaches to engaging families—from experiential exercises to rethinking meeting dynamics—and offer a fresh perspective on wha...

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