The Planning Perspectives Podcast

Beyond the Headlines: Unpacking 2025’s Economy & 2026 Outlook (Ep. 7)

Periods of economic uncertainty often lead people to question their financial choices, yet most long-term outcomes are shaped by steady decisions rather...

The Art of Building Bridges in Business with Sal Patti (Ep. 6)

Many people talk about relationships in business, but few live it the way Sal Patti does.

His story shows how community, authenticity, and servant...

The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)

Conversations about money, family, and purpose can be the hardest ones to have, yet they’re often the most important.

In this episode of The...

How To Practice for Retirement (Ep. 4)

Retirement isn’t just about reaching a number or a specific age. It’s a significant life transition that requires preparation beyond financial planning.

How...

Leading With Values and Vision with Rodger Levenson (Ep. 3)

Leadership transitions often bring uncertainty, but with the right mindset, they can create opportunity and growth.

How do you step into bigger...