The Practical Planner
by wealth.com
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N/A🎙 ~2x weekly·60 episodes·Last published 1mo ago - Monthly Reach
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On the show
From 16 epsHosts
Recent guests
Recent episodes
How to Create Stickiness as an Advisor, for the Post-Death of Clients
Jul 17, 2026
21m 46s
A Deep Dive into Jump's Annual Research Report
Jul 9, 2026
42m 38s
Estate Planning for Widows and Widowers
Jun 25, 2026
27m 03s
Wealth.com Most Common Questions: How Thomas Uses the Platform
Jun 10, 2026
24m 51s
Tips for New Parents
May 26, 2026
24m 50s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/17/26 | trusteeshipfiduciary responsibilities+3 | Thomas KopelmanAnne Rhodes+1 | wealth.com | — | trusteesfiduciary+5 | — | 21m 46s | ||
| 7/9/26 | AI in advisor-client conversationsnote-taking tools+3 | Liam Hanlon | Jumpwealth.com | — | AIadvisor-client conversations+5 | — | 42m 38s | ||
| 6/25/26 | estate planningfinancial advisors+4 | Thomas KopelmanAnne Rhodes+1 | — | — | estate planningfinancial advisors+5 | — | 27m 03s | ||
| 6/10/26 | financial planningestate planning+3 | Thomas Kopelman | Wealth.com | — | Wealth.comestate plans+5 | — | 24m 51s | ||
| 5/26/26 | estate planningnew parents+5 | Lisa Weigel | Wealth.com | — | estate planningnew parents+5 | — | 24m 50s | ||
| 5/12/26 | estate planningdivorce+4 | Lisa Weigel | Wealth.com | — | estate planningdivorce+5 | — | 35m 06s | ||
| 4/22/26 | financial planningirrevocable trusts+3 | — | wealth.com | — | irrevocable trustsfinancial planning+3 | — | 28m 16s | ||
| 4/7/26 | estate planningfamily dynamics+3 | Anne Rhodes | — | — | estate planupdate+3 | — | 15m 50s | ||
| 3/19/26 | estate planningLouisiana law+4 | Addie PrewittAlaina Lacter | — | Louisiana | estate planningLouisiana law+5 | — | 30m 24s | ||
| 1/21/26 | liquidityestate planning+4 | Rachel Hartman | — | — | liquidityestate planning+5 | — | 23m 29s | ||
| 1/7/26 | capital gains taxestate tax planning+3 | Rachel Hartman | wealth.com | — | capital gainsestate tax+5 | — | 24m 09s | ||
| 12/18/25 | trust managementtrust beneficiaries+3 | Anne Rhodes | — | — | trust distributionsestate planning+3 | — | 22m 44s | ||
| 12/3/25 | trusteesfinancial planning+4 | Christopher Holtby | wealth.com | — | trusteesfinancial planning+5 | — | 34m 25s | ||
| 11/18/25 | estate planningcommon mistakes+3 | — | wealth.com | — | estate planningmistakes+3 | — | 24m 24s | ||
| 11/4/25 | estate planningincome tax+4 | — | wealth.com | — | estate tax exemptionincome tax brackets+3 | — | 26m 23s | ||
| 10/14/25 | tax planningfinancial advisors+4 | — | wealth.com | — | tax planningfinancial advisors+4 | — | 15m 20s |
Showing 16 of 16
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