Legacy Blueprint: Plan It Forward
by Mike Bascom
Is this your podcast?On the show
From 10 epsHost
Recent guests
Recent episodes
Can Your Business Survive Without You? Succession Planning Explained
Oct 14, 2026
56m 06s
Building a Lasting Legacy: Retirement, Taxes, and Family Wealth
Oct 7, 2026
43m 33s
Smart Mortgage Strategies for Real Estate Investors & Business Owners
Sep 30, 2026
21m 55s
Beyond Wealth: How to Make Your Money and Legacy Count
Sep 23, 2026
23m 05s
Tax Planning Before Retirement: Avoiding Costly IRS Problems
Aug 26, 2026
29m 30s
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Blended from 1 signal.
Built from
By chart position
- 🇺🇸United States · How ToHOME#5240K to 1.5M
- 🇳🇬NG · How To#32.2K to 14K
- 🇮🇳India · How To#401.8K to 11K
- 🇮🇪Ireland · How To#9565 to 405
- 🇹🇼TW · How To#13336 to 224
- Per-Episode Audience
Est. listeners per new episode within ~30 days
244K to 1.5M🎙 ~2x weekly·24 episodes·Last published 4d ago - Monthly Reach
Unique listeners across all episodes (30 days)
488K to 3.1M🇺🇸98%🇳🇬1%🇮🇳1% - Active Followers
Loyal subscribers who consistently listen
195K to 1.2M
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/14/26 |  Can Your Business Survive Without You? Succession Planning Explained | If you stepped away from your business for 90 days, would it continue to thrive—or would everything fall apart?In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom welcomes Andrew Mirolli, CEPA®, to explore how business owners can protect what they’ve built and prepare for a successful ownership transition. Andrew explains why naming a successor isn’t enough, how estate planning and business succession planning should work together, and what it takes to create value that lasts beyond the founder. They also discuss preserving family relationships, transferring client trust, and finding a meaningful purpose after leaving the business.Key Takeaways:A succession plan requires a tested successor, clear responsibilities, and established client relationships—not simply a name or a handshake.Building systems, documenting processes, and delegating decisions help your business maintain its value without relying entirely on you.Coordinating your estate plan with your succession plan helps clarify ownership, leadership, and how your family will benefit from the business.Starting early gives you time to transfer trust and create more options for selling, retiring, or reducing your involvement.Planning a purposeful life after the business can help you approach retirement with direction and avoid feeling disconnected from your identity.Connect with Andrew Mirolli:https://buyaum.com/https://www.linkedin.com/in/andrewmirolli/https://www.youtube.com/@buyAUMConnect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 56m 06s | ||||||
| 10/7/26 |  Building a Lasting Legacy: Retirement, Taxes, and Family Wealth | How can you turn a lifetime of saving into a retirement that supports your goals, protects your family, and creates a lasting legacy?Mike Bascom welcomes Rebecca Irey, founder and CEO of Blue Skye Financial, to discuss why financial independence requires more than building a nest egg. Rebecca shares her approach to planning for retirement income, managing taxes, navigating Social Security and Medicare, and preparing for the financial changes that follow the loss of a spouse. Together, they explore how personalized planning and a coordinated team of advisors can help families and business owners make informed decisions about their future.Key Takeaways:Financial independence means having the freedom and resources to make choices that reflect your personal goals.Proactive tax planning helps you understand how today’s financial decisions can affect your retirement income.Social Security decisions should account for both spouses and the financial needs of the surviving partner.Business owners should make saving for their own future part of their business planning.Your financial advisor, estate planning attorney, and tax professionals should work together to support your family’s goals.Connect with Rebecca Irey:https://www.linkedin.com/in/blueskyebusiness/https://blueskyefinancial.com/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 43m 33s | ||||||
| 9/30/26 |  Smart Mortgage Strategies for Real Estate Investors & Business Owners | How can smart mortgage strategies and real estate ownership help you build wealth and create a stronger financial legacy?In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom sits down with Tom Hutchens, President of Angel Oak Mortgage Solutions, to explore the role real estate and strategic financing can play in long-term wealth building. Tom explains how non-QM mortgages can create opportunities for self-employed borrowers, entrepreneurs, retirees, and real estate investors who may not fit traditional lending guidelines. They also discuss using leverage to grow a real estate portfolio, why today's interest rate shouldn't necessarily dictate a long-term buying decision, the growing use of HELOCs, and why your mortgage strategy should work alongside your broader financial and estate plan.Key Takeaways:Homeownership can be a powerful component of long-term wealth building, regardless of short-term changes in rates and market conditions.Non-QM mortgages can provide alternative financing options for self-employed borrowers and business owners whose tax returns may not fully reflect their ability to repay a loan.Strategic use of mortgage leverage can allow real estate investors to access equity and expand their property portfolios rather than tying up all their available capital.Interest rates are only one factor in a real estate decision, and borrowers should also consider affordability, location, long-term goals, and potential future refinancing opportunities.Mortgage decisions should be considered alongside financial and estate planning because real estate financing can affect both the wealth you build and the assets you ultimately leave behind.Connect with Tom Hutchenshttps://angeloakms.com/https://www.linkedin.com/in/tomhutchens/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 21m 55s | ||||||
| 9/23/26 |  Beyond Wealth: How to Make Your Money and Legacy Count | How can you ensure that the wealth you’ve built passes on more than just money to the next generation?Building a meaningful legacy requires thinking beyond dollars and assets. In this episode, Mike Bascom sits down with Patrick Renn, founder and president of Renn Wealth Management Group and author of Finding Your Money’s Greater Purpose: How to Make Your Legacy Count, to explore how thoughtful financial, estate, and charitable planning can help families put their wealth to work with purpose. Patrick shares lessons from more than 50 years in financial planning, including strategies for charitable giving, business succession, family communication, life insurance, and preparing younger generations to become responsible stewards of wealth. At the heart of the conversation is a simple but powerful idea: families should strive to pass along their values along with their valuables.Key Takeaways:True wealth is about more than accumulating assets; it is also about creating an impact that reflects your values.Families can strengthen their legacy by intentionally passing their values along with their valuables.Strategic charitable giving can support meaningful causes while becoming part of a broader financial and estate plan.Business owners should establish continuity and succession plans before an unexpected event forces others to make those decisions for them.Open family conversations about money, philanthropy, stewardship, and inheritance can better prepare younger generations to manage the legacy they will eventually receive.Connect with Patrick Rennhttps://x.com/RennWealthMgmthttps://www.rennwealth.com/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 23m 05s | ||||||
| 8/26/26 | tax planningretirement+4 | Denson Pepper | IRSCPA | — | tax planningretirement+5 | — | 29m 30s | ||
| 7/29/26 | retirement planningfinancial strategy+3 | Kassi Hyde | Apollo Wealth Management | — | retirement planningfinancial mistakes+3 | — | 22m 58s | ||
| 7/22/26 | long-term care planningin-home care+4 | Kevin Levinsky | Whole Care CaregiversMedicaid | — | long-term careproactive planning+5 | — | 32m 27s | ||
| 7/15/26 | pricing strategybusiness growth+3 | John Ray | johnray.colinkedin.com/in/johnray1+3 | — | pricingbusiness valuation+3 | — | 27m 17s | ||
| 7/1/26 | estate planningdownsizing+3 | Kanani Briggs | Bascom LawThe Curtin Team | — | estate planningdownsizing+5 | — | 14m 59s | ||
| 6/24/26 | financial planningmulti-generational wealth+3 | CJ Francis-Eronini | YU Financial | — | financial planningmulti-generational wealth+5 | — | 35m 04s | ||
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 6/18/26 | financial planningbucket strategy+3 | Robert Amato | Compass Wealth Management | — | financial planningbucket strategy+5 | — | 19m 02s | ||
| 6/4/26 | real estateconsumer protection+3 | Amy Adams | Georgia | — | real estatedeed fraud+3 | — | 32m 28s | ||
| 5/28/26 | real estatecash flow+3 | Samir T. Patel | Trophy Point Capital | West Point | real estate investingcash flow+3 | — | 37m 09s | ||
| 5/20/26 | life insurance planningfinancial risk mitigation+4 | Elijah John | LinkedIn | Parkinson's disease | life insurancefinancial planning+6 | — | 20m 48s | ||
| 5/13/26 |  Bonus Episode: Psychological Barriers: The Hidden Obstacles to Financial Success | Why is it important to establish an emergency fund in financial planning?Alyson Burkett is a distinguished financial planner with a profound commitment to guiding families through the complexities of retirement, a dedication she has pursued since 2009. Holding prestigious designations such as the Chartered Retirement Planning Counselor and Certified Financial Planner, Alyson leverages her expertise to cater specifically to the financial needs of women, who often face unique challenges like career transitions and longer lifespans. As secretary of the Atlanta chapter of Women in Financial Services, she advocates for tailored financial strategies that address these distinct challenges, especially in the Southern United States. Inspired by her family's legacy of financial prudence and altruism, Alyson emphasizes the importance of creating generational wealth and charitable giving, while also stressing the need for comprehensive estate planning and preparation for unforeseen events to ensure financial security and relief for future generations.Key TakeawaysFinancial planning is more about habits and psychology than just saving money.Women face unique challenges in achieving financial security due to factors like career breaks and higher health expenses.Legacy planning involves estate planning, preparing for family provisions, and leaving a lasting financial impact.Creating an emergency fund and having basic estate planning documents are crucial steps for beginners in financial planning.Alyson Burkett emphasizes the importance of confirming beneficiaries and asset ownership for streamlined legacy planning.Thorough planning and documentation are essential in estate management to secure a financial future and leave a lasting legacy.Connect with Alyson Burkett:https://www.linkedin.com/in/alysonburketthttps://21goatsfp.com/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 25m 12s | ||||||
| 5/6/26 |  Bonus Episode: AI-Driven Life Insurance Simplification Platform | Which AI tools are optimal for enhancing customer experience in the insurance industry?David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in transforming the insuretech industry with his innovative approach and over 35 years of expertise in wealth planning and insurance technology. He launched Optofino to tackle the prevalent challenges in life insurance, such as the lack of aftercare and policy complexity, inspired by his experiences and insights into the industry's shortcomings. Kleinhandler firmly believes in the transformative power of technology, particularly AI-driven tools, to redefine the role of financial advisors by providing consistent, superior case designs and enhancing the life insurance sector's value proposition. Through Optofino, Kleinhandler aims to position life insurance as a critical asset class in wealth management, leveraging technology to deliver tailored, effective solutions that revolutionize client-advisor interactions and elevate the industry standard.Key TakeawaysOptofino focuses on Insuretech in the insurance industry, addressing the lack of aftercare and the need for real-time policy analysis.What AI-driven case designs can simplify life insurance processes for financial advisors.Life insurance is a valuable asset class with living benefits beyond just a death benefit.A key defensive strategy for high-net-worth individuals, focusing on longevity, long term care, legacy, taxes, philanthropy, and structure.Revolutionize life insurance through technology by providing uniformity in best-in-class designs across carriers.AI tools like OpenAI and Canva are used by Optofino to enhance processes and customer experience in the insurance industry.Connect with David Kleinhandler:https://optifino.com/https://www.linkedin.com/in/david-kleinhandler/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 35m 57s | ||||||
| 4/29/26 |  Bonus Episode: Transformative Financial Empowerment through Community | What role do mentorship and community play in empowering women's financial independence?Sarah Blankenship, with over a decade of experience in the financial services industry, is a leading advocate for women's financial empowerment and the COO of Wilcox Financial Group. She believes that financial empowerment is especially crucial for women during significant life transitions, such as leaving an abusive relationship or starting a new business. By challenging financial myths and promoting proactive financial education, Sarah encourages women to take control of their finances, resulting in increased wealth, better credit scores, and overall confidence. Through mentorship and community support, she fosters an environment where women can align their financial choices with personal values, ultimately achieving a sense of purpose, security, and the ability to positively impact their communities.Key TakeawaysMentorship and community are crucial in empowering women's financial independence and confidence.Financial education and empowerment are essential for women to build wealth and security.Viewing wealth as a tool for freedom enables individuals to make intentional financial choices.The American Women's Business Association and educational initiatives play a key role in empowering women financially.Integrating generosity into financial plans requires aligning values with gifting strategies.Regular 'money dates' help individuals align financial priorities with personal values.Connect with Sarah Blankenship:https://www.wilcoxfinancialgroup.com/https://www.linkedin.com/in/sarahnblankenship/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 38m 52s | ||||||
| 4/22/26 |  Bonus Episode: Consolidations: Bringing Wall Street Values to Main Street Businesses | What role does due diligence play in facilitating a successful business sale?Lee Henry, a distinguished business sales expert based in Georgia, combines his robust work ethic, rooted in his upbringing on a dairy farm, with a comprehensive understanding of multiple trades to guide business owners in maximizing the value of their companies. He believes that true success in business sales comes from diligence and an unwavering commitment to driving multiples of value, rather than focusing solely on revenue or profit. Henry stresses the importance of thorough sell-side diligence and often advises sellers to reconsider their motivations to ensure they are genuinely prepared for the emotional journey of selling their business, including securing the support of their spouses and planning for life post-sale. Through strategic planning, meticulous negotiation, and an emphasis on legacy building, Lee aims to elevate Main Street businesses to Wall Street standards, ultimately ensuring prosperity for current and future generations.Key TakeawaysSeek legal counsel for business structuring and asset protectionStart planning early and run businesses with purpose for a successful exitConduct thorough due diligence to prevent buyer fatigue and ensure a successful saleNegotiate multiple offers through a letter of intent phase to save on transaction costsBalance emotions and finances in business sales for a smooth transitionEnhance business value through purpose-driven strategies and thorough sell-side diligenceConsolidate small businesses to increase valuation and leave a lasting legacyConnect with Lee Henry:https://www.goldenshieldessentials.com/https://www.linkedin.com/in/lee-henry-030a6882/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 33m 59s | ||||||
| 4/15/26 |  Uncovering Opportunities in Northeast Georgia's Real Estate Market - with Julie Cunningham | Why is staging and pricing a property correctly important in the current market?Julie Cunningham is a seasoned realtor with 25 years of experience in the real estate market of Northeast Georgia, known for her positive, determined, and compassionate approach. She believes that current market trends present significant opportunities for both buyers and sellers; buyers benefit from attractive incentives on new constructions, while sellers can capitalize on quick sales due to low inventory if homes are well-staged and priced correctly. Julie emphasizes the importance of staying informed about these trends, as factors like interest rates and the overall economy introduce uncertainty, making her role as an advisor crucial. Her dedication to building long-term relationships through personal touches and referrals has been a cornerstone of her success, allowing her to navigate and thrive in the dynamic real estate landscape.Key TakeawaysPositivity and determination guide clients through emotional and logistical transitions with compassion.Staging and pricing property correctly are crucial for securing a sale in the current real estate market.Focusing on a niche market in real estate allows for scaling a business and standing out in a competitive industry.Understanding the changing dynamics of the real estate landscape is essential when advising buyers and sellers.Connect with Julie Cunningham:https://juliecunningham.kw.com/https://www.instagram.com/juliecunninghamandcohttps://www.facebook.com/JulieCunninghamKellerWilliamshttps://www.linkedin.com/in/julieandcompany/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 14m 21s | ||||||
| 4/8/26 |  Elevating Professional Expertise Through Industry Trend Knowledge - with Robert Amato | How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals?Robert Amato, a seasoned financial planner with a career spanning over 25 years, is well-versed in guiding young professionals through the intricacies of financial planning. As the founder of Compass Wealth Management and holding credentials such as CFP and CIMA, Amato emphasizes the necessity for young individuals to engage in comprehensive financial planning early in their careers. He believes that a clear understanding of one's financial situation and long-term goals, combined with strategic risk management, can significantly enhance financial decision-making and mitigate future complexities. Central to his philosophy is the use of a bucket strategy, which balances short-term liquidity needs with long-term investment objectives, ensuring young professionals are well-prepared for a stable financial future.Key Takeaways: Obtaining CFP and CIMA certifications early enhances ability to provide exceptional value to clients.Understanding and managing financial risks is crucial for protecting legacy and financial future.Early financial planning is key for young professionals to achieve long-term financial success.Detailed financial planning helps clients understand current situation and make informed decisions.Balancing short-term volatility with long-term goals through bucket strategy is important for financial success.Connect with Robert Amato:https://www.compasswm.net/https://www.linkedin.com/in/robert-amato-cfp%C2%AE-cima%C2%AE-4b282635/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 19m 02s | ||||||
| 4/1/26 |  The Truth About Real Estate: Why It’s a Business, Not Just a Job - with Amy Adams | Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe?In this episode, Amy Adams, a licensed Associate Broker and Gold Standard Instructor with nearly 20 years of industry experience, joins host Mike Bascom to demystify the complexities of the modern property market. Amy discusses real estate education and market evolution, sharing valuable insights and practical tips for listeners. Drawing from her extensive experience, she discusses deed fraud, the rise of corporate property ownership, and the necessity of viewing license law through the lens of consumer protection, offering actionable advice for aspiring agents and homeowners alike. This episode is a must-listen for real estate professionals and family investors, providing both knowledge and tools to navigate this important subject. Key Takeaways:The Power of Generational Wealth: Real estate serves as a critical asset for building long-term family wealth, acting as a "savings account you sleep in" that can be collateralized to start businesses or fund futures. Real Estate as a Service, Not Just a Transaction: High-quality agents provide a vital service rooted in consumer protection, helping buyers navigate the scary process of making the most expensive purchase of their lives. Shifting Market Trends and Niche Opportunities: The Georgia market is evening out to be more buyer-friendly, while new industry niches like property management are expanding due to increased corporate home ownership. The Critical Importance of Education: Staying updated on legal changes and emerging threats—such as deed fraud—is essential for licensees to protect their clients and maintain professional standards. Real Estate is a Business, Not a Job: Success in the industry requires self-discipline, marketing skills, and the ability to manage the cyclical "feast and famine" nature of commissions by saving during boom times. Connect with Amy Adams:https://www.linkedin.com/in/amy-adams-6880632b/https://www.theceshop.com/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 32m 28s | ||||||
| 3/25/26 |  Cash Flow and Tangible Assets: Pillars of Real Estate - With Samir T. Patel | How can learning from experienced individuals benefit real estate investors?Samir T. Patel is a prominent real estate entrepreneur and managing partner at Trophy Point Capital, a private lending firm that has facilitated over $150 million in transactions. His journey into real estate began ambitiously at West Point, where he acquired his first hotel during his junior year, weathering economic challenges like the financial crisis. Patel's philosophy centers on understanding real estate as a cash-flow-generating asset class and emphasizes the importance of learning from seasoned professionals who have navigated market cycles. He advocates for new entrepreneurs to prioritize risk mitigation and solid planning, urging them to be cautious of inexperienced industry figures and to have strategic measures in place, especially when involving loved ones in their investments.Key TakeawaysReal estate assets should produce cash flow to be valuable investments.Learning from experienced individuals helps in navigating market cycles and downturns.Thorough risk analysis is crucial to avoid financial losses in real estate deals.Private lending offers flexible terms and deeper understanding of real estate markets.Risk mitigation and simplicity are key factors in successful private lending.Real estate entrepreneurship requires strong interpersonal skills beyond financial knowledge.Investing in real estate and private lending can help preserve wealth and reduce risks.Connect with Samir T. Patel:https://www.linkedin.com/in/samir-patel-atlanta/https://trophypointcapital.com/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 37m 09s | ||||||
| 3/18/26 |  Psychological Barriers: The Hidden Obstacles to Financial Success - with Alyson Burkett | Why is it important to establish an emergency fund in financial planning?Alyson Burkett is a distinguished financial planner with a profound commitment to guiding families through the complexities of retirement, a dedication she has pursued since 2009. Holding prestigious designations such as the Chartered Retirement Planning Counselor and Certified Financial Planner, Alyson leverages her expertise to cater specifically to the financial needs of women, who often face unique challenges like career transitions and longer lifespans. As secretary of the Atlanta chapter of Women in Financial Services, she advocates for tailored financial strategies that address these distinct challenges, especially in the Southern United States. Inspired by her family's legacy of financial prudence and altruism, Alyson emphasizes the importance of creating generational wealth and charitable giving, while also stressing the need for comprehensive estate planning and preparation for unforeseen events to ensure financial security and relief for future generations.Key TakeawaysFinancial planning is more about habits and psychology than just saving money.Women face unique challenges in achieving financial security due to factors like career breaks and higher health expenses.Legacy planning involves estate planning, preparing for family provisions, and leaving a lasting financial impact.Creating an emergency fund and having basic estate planning documents are crucial steps for beginners in financial planning.Alyson Burkett emphasizes the importance of confirming beneficiaries and asset ownership for streamlined legacy planning.Thorough planning and documentation are essential in estate management to secure a financial future and leave a lasting legacy.Connect with Alyson Burkett:https://www.linkedin.com/in/alysonburketthttps://21goatsfp.com/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 25m 12s | ||||||
| 3/11/26 |  AI-Driven Life Insurance Simplification Platform - with David Kleinhandler | Which AI tools are optimal for enhancing customer experience in the insurance industry?David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in transforming the insuretech industry with his innovative approach and over 35 years of expertise in wealth planning and insurance technology. He launched Optofino to tackle the prevalent challenges in life insurance, such as the lack of aftercare and policy complexity, inspired by his experiences and insights into the industry's shortcomings. Kleinhandler firmly believes in the transformative power of technology, particularly AI-driven tools, to redefine the role of financial advisors by providing consistent, superior case designs and enhancing the life insurance sector's value proposition. Through Optofino, Kleinhandler aims to position life insurance as a critical asset class in wealth management, leveraging technology to deliver tailored, effective solutions that revolutionize client-advisor interactions and elevate the industry standard.Key TakeawaysOptofino focuses on Insuretech in the insurance industry, addressing the lack of aftercare and the need for real-time policy analysis.What AI-driven case designs can simplify life insurance processes for financial advisors.Life insurance is a valuable asset class with living benefits beyond just a death benefit.A key defensive strategy for high-net-worth individuals, focusing on longevity, long term care, legacy, taxes, philanthropy, and structure.Revolutionize life insurance through technology by providing uniformity in best-in-class designs across carriers.AI tools like OpenAI and Canva are used by Optofino to enhance processes and customer experience in the insurance industry.Connect with David Kleinhandler:https://optifino.com/https://www.linkedin.com/in/david-kleinhandler/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 35m 57s | ||||||
| 3/4/26 |  Transformative Financial Empowerment through Community - with Sarah Blankenship | What role do mentorship and community play in empowering women's financial independence?Sarah Blankenship, with over a decade of experience in the financial services industry, is a leading advocate for women's financial empowerment and the COO of Wilcox Financial Group. She believes that financial empowerment is especially crucial for women during significant life transitions, such as leaving an abusive relationship or starting a new business. By challenging financial myths and promoting proactive financial education, Sarah encourages women to take control of their finances, resulting in increased wealth, better credit scores, and overall confidence. Through mentorship and community support, she fosters an environment where women can align their financial choices with personal values, ultimately achieving a sense of purpose, security, and the ability to positively impact their communities.Key TakeawaysMentorship and community are crucial in empowering women's financial independence and confidence.Financial education and empowerment are essential for women to build wealth and security.Viewing wealth as a tool for freedom enables individuals to make intentional financial choices.The American Women's Business Association and educational initiatives play a key role in empowering women financially.Integrating generosity into financial plans requires aligning values with gifting strategies.Regular 'money dates' help individuals align financial priorities with personal values.Connect with Sarah Blankenship:https://www.wilcoxfinancialgroup.com/https://www.linkedin.com/in/sarahnblankenship/Connect with Mike Bascom:https://bascomlaw.com/https://www.linkedin.com/in/mikebascom/ | 38m 52s | ||||||
Showing 25 of 24
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.
Similar Audience Demographics
Podcasts that attract a similar listener profile
Chart history for Legacy Blueprint: Plan It Forward
Peaked at #3 in NG, top 10 in 2 of 8 tracked markets, currently #3 in NG.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| NG | — | #3 | #3 | — |
| United States | — | #5 | #5 | — |
| India | — | #40 | #40 | — |
| United States | — | #44 | #44 | — |
| Ireland | — | #95 | #95 | — |
| TW | — | #133 | #133 | — |
| NG | — | #139 | #139 | — |
| Norway | — | #164 | #164 | — |
Chart Positions
8 placements across 6 markets.
Chart Positions
8 placements across 6 markets.