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Planning Reimagined - Videos
Below are the videos versions of the latest episodes of Planning Reimagined. Click the icon to head to the Planning Reimagined YouTube page and subscribe to be alerted when each new episode drops.
Episode 19:
In our latest episode of Planning Reimagined, Celeste welcomes Dan Lappin, Founder of Lappin 180, to discuss a whole new way to approach goal setting through building a resilient mindset. Through personal anecdotes, professional insights, and practical strategies, they unravel the often misunderstood concept of detachment from outcomes, emphasizing a focus on processes rather than end goals. Dan discusses how embracing discomfort and failure can be pivotal for growth. Celeste talks about how her father's advice to be "comfortable being uncomfortable" has shaped her career and personal life.
Episode 18:
In this episode, Celeste and Kris welcome Jeff Savlov, a family business and wealth consultant, to discuss the intricate dynamics of family values, communication, and wealth management. Jeff introduces an exercise for families to identify their core values and highlights the importance of creating a family mission statement. He also shares his purposeful legacy family project designed to engage young children in meaningful discussions about values and needs. Through compelling anecdotes and practical advice, they discuss the challenges families face in maintaining open communication, particularly about financial matters, and offer tools to foster healthier dynamics.
Episode 17:
In this episode, Celeste and Kris sit down with philanthropy adviser Rick Peck to explore the intricacies of strategic charitable planning. Rick shares practical strategies for charitable giving, from simple checkbook donations to more complex approaches like commercial donor-advised funds (DAFs) and private foundations, highlighting the importance of aligning philanthropic goals with personal and financial objectives. They also discuss the evolving landscape of philanthropy, noting how changes in tax laws and the rise of digital assets like cryptocurrency influence nonprofit strategies.
Episode 16:
In this special episode of Planning Reimagined, Celeste is joined by Chad Houser, Founder of Cafe Momentum, and Cafe Momentum Ambassador Tristyn Williams, to discuss the transformative journey of Cafe Momentum and its significant impact on justice-involved youth. Chad discusses his motivations and the evolution of the organization, which combines a dining experience with social impact. Tristyn shares her powerful story of personal growth and transformation, transitioning from a troubled past to becoming a community ambassador and mentor.
Episode 15:
In this episode of Planning Reimagined, Celeste is joined by Judy Barton and Katherine Sharp to discuss the intricacies of post-sale wealth management for business owners. Judy highlights the importance of shifting the conversation from budgeting to cash flow needs and wealth longevity, emphasizing investment structure, efficient tax management, asset protection, and more. They also discuss valuable tax strategies and estate planning insights, underlining the necessity of regular estate plan re-evaluation and proactive financial education across generations.
Episode 14:
In this episode of Planning Reimagined, Celeste is joined by Gina Schaefer, Founder of Logan Hardware, who shares her remarkable journey from being laid off in tech three times to building a flourishing chain of hardware stores in Washington, DC. Gina discusses her significant challenges, including opening her first store in a neighborhood still reeling from the 1968 riots and the rapid growth that followed due to strong community involvement and seizing timely opportunities.
Episode 13:
In this episode of Planning Reimagined, the team at Robin Glen dive into the world of business exit and succession planning, sharing insights on ensuring robust estate and tax planning while thinking about how you would like to exit your business. They discuss the critical aspects of business sale planning and its impact on both direct and indirect beneficiaries, like employees, ensuring that businesses remain stable and secure. From the importance of liquidity during estate tax payments to the strategic role of life insurance in maintaining financial flexibility, they cover it all.
Episode 12:
In this episode, we dive deep into the critical aspects of estate and business transition planning. Celeste welcomes experts Oliver Cohn and Israel Miller to discuss the necessity of a well-thought-out exit strategy for business owners. The conversation covers everything from ensuring business stability and proper due diligence to the emotional and financial complexities involved in successfully passing down or selling a business.
Episode 11:
In this episode of Planning Reimagined, Celeste welcomes Susan Bryant, CEO and founder of Unboxed Advisors. Susan and Celeste share insights on the significance of proper insurance and the strategic steps needed to ensure long-term business stability. They also discuss working with a team of expert advisors to navigate these complexities, the challenges entrepreneurs face, and the necessity of continuous and proactive planning.
Episode 10:
In this episode of Planning Reimagined, Celeste and Kris welcome Phil Pilibosian, Senior Managing Director at US Capital Wealth Advisors, for an in-depth discussion on the critical importance of personalized, holistic advisory services in wealth management. Phil discusses the distinct limitations large financial firms like Goldman Sachs face when handling small, tailored deals and how boutique firms provide a more flexible, client-focused approach.
Episode 9:
Hosts Kris Stegall and Celeste Moya are joined by International Wealth specialists Robert Smith and Steve Hare to discuss financial and estate planning in a globalized world. The conversation covers what companies and individuals need to know when investing in other countries. They discuss various tax-related issues, including capital gains tax hikes, expatriation during election years, and the nuanced tax obligations for non-US citizens owning property or investments in the US.
Episode 8:
Celeste and Kris welcome Jay Judas to discuss the intricacies of using life insurance in estate planning for affluent families. Their discussion covers the strategic implementation of irrevocable trusts to fund life insurance policies, the versatility of life insurance, including PPLI, to offer tax-efficient solutions tailored for high net-worth individuals and families, and the importance of liquidity. They share various examples, stressing the importance of comprehensive planning, professional management, and the necessity of not viewing life insurance as a one-size-fits-all product.
Episode 7:
Celeste welcomes Yadira Anzueto to dive into the intricate world of risk management and insurance for affluent families. Yadira, a licensed insurance expert, discusses the vital role of risk management in family planning, revealing how proper insurance can be a family's primary defense against unexpected catastrophic losses, and how the risk completely changes as wealth grows.
Episode 6:
In this episode, Celeste and Kris are joined by Charmaine Tang, President of Orca, to explore the evolving landscape of family offices and the pivotal role of technology in enhancing their efficiency and effectiveness. Charmaine brings her expertise to the table, discussing issues such as succession, transitioning within family offices, and key person risk. They talk about how technology can facilitate a smooth transition to the next generation, mitigating risks and providing equal access to essential information for better decision-making.
Episode 5:
In this episode, Celeste and Kris are joined by David Friedman, Partner at Forbes Banister International. David talks about the evolving landscape of family offices, the role of technology in managing family wealth, and the shifting paradigms in investment strategies. He also discusses how technology revolutionizes ownership transparency in investments and long-term asset management, the importance of experiential investing for newer generations, and how it creates new demand for flexibility and new investments.
Episode 4:
In this episode, Celeste and Mike are joined by Courtney Joyner Gage of Mariposa Advisors to dive even deeper into the world of family wealth management, estate planning, and business succession. They explore the critical importance of communication and thoughtful planning in ensuring that family legacies are preserved and enhanced through generations. They discuss how families can effectively prepare heirs for responsibilities that come with inheriting a business or wealth.
Episode 3:
In this episode of Planning Reimagined, Celeste and Kris are joined by Mark Auten, an attorney from Plunk Smith, to discuss how to manage and preserve multi-generational family wealth, using lessons learned from the Kennedys and the TV show Succession.
Episode 2:
In this episode of Planning Reimagined, Celeste, Michael, and Kris are joined by Jeff Bermis, Managing Partner of Silver Horn Capital, to discuss wealth management through real estate and the intricacies of 1031 exchanges for tax deferment.
Episode 1:
In today’s episode, our experts discuss the complexities of diversifying your real estate portfolio, understanding the intricate tax implications, and setting up the right ownership structures to protect your assets and maximize your income deductions.
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