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Latest Episodes
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Everything You Need to Know About Irrevocable Trusts
The Top Reasons to Update Your Estate Plan
Navigating Louisiana's Estate Planning Landscape
Creating Liquidity at Death
Capital Gains vs Estate Tax Planning
Trust Distributions
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About The Practical Planner
Let's reimagine estate planning together. We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies). The Practical Planner is a production of wealth.com. Wealth.
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Frequently Asked Questions
What is Daily Briefing's The Practical Planner daily summary?
It's a free AI-powered email that summarizes new episodes of The Practical Planner as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the The Practical Planner podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official The Practical Planner product?
No. Daily Briefing is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by wealth.com.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does The Practical Planner release new episodes?
The Practical Planner publishes biweekly. Our AI generates a summary within hours of each new episode.
What topics does The Practical Planner cover?
The Practical Planner covers topics including Technology, Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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