HeyJaredPurposeful 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…
- Indexed episodes, last 90 days
- 2
- Latest publication
- Aug 31, 2026
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- Earliest in this view
- Jul 31, 2026
Latest episodes
The Gift of Curiosity: How Legacy Filmmakers Build Trust Advisors Can Learn From (opens the original)
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In this episode of the Purposeful Planning Podcast, hosted by Karen McNeill, PPI's Dean of Family Stories, History, and Culture, featuring award-winning filmmaker Debbie Brodsky (founder of DMB Pictures) and Dave Goetz (co-founder of Journey 66), the conversation explores why capturing family legacy stories matters for family wealth management, when families tend to undertake these projects (aging founders, generational transitions, milestones, succession moments), and how the deep, trust-based
Love, Wisdom, Money: A conversation with PPI's new Dean of Financial Advising and Wealth Planning (opens the original)
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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 tech
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