Family Wealth Blueprint Podcast

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Penny Di Giovanna, Financial Planning By Design LLC

6 episodes

6 days ago

In this special Season 1 finale, Penny DiGiovanna reflects on what she’s learned from a year of conversations about legacy, wealth, and family governance. From second marriages and blended families to business transitions and inheritance dynamics, this episode looks back at the themes that shaped the first season of The Family Wealth Blueprint Podcast — and forward to the frameworks that will define the next. Penny shares how clarity, communication, and structure work together to help creat...

Investing

Business

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Investing

Business

Episodes (6/6)

Family Wealth Blueprint Podcast

Season One Recap: Worthy Conversations and Lessons Learned

6 days ago

6 minutes

Family Wealth Blueprint Podcast

A Tale Of Two Inheritances

A Tale of Two Inheritances What makes the difference between a smooth wealth transfer and a family crisis? In this episode of the Family Wealth Blueprint Podcast, Penny DiGiovanna shares a “tale of two inheritances.” One story highlights the issues that can occur when documents are outdated and communication is missing especially when an unexpected death occurs. The other shows how proactive planning, clear governance, and advisor collaboration can help create a smoother, more tax-efficient t...

1 month ago

13 minutes

Family Wealth Blueprint Podcast

The Real Estate Risk You Can’t See — and Why It Could Cost Your Legacy

In this episode of The Family Wealth Blueprint Podcast, Penny shares Rachel’s story: a successful entrepreneur who built a real estate portfolio and finds herself navigating the complexities of divorce. On the surface, it looked like success. Underneath, the lack of coordination between her advisors, outdated estate documents, and absence of protection strategies exposed her wealth and family to serious risk. You’ll learn: How divorce often leaves ownership, titling, and estate plans dangerou...

2 months ago

12 minutes

Family Wealth Blueprint Podcast

When the Business Owner Is the Legacy: What Happens When the Plan Dies With Them?

In this episode of The Family Wealth Blueprint, Penny shares the cautionary story of the Millers—a family who lost more than a loved one when their business-owning patriarch passed away. Without clear succession planning, governance, or communication, their family and business were left scrambling. Penny explores what went wrong, why human and intellectual capital are just as vital as financial capital, and how proactive, holistic planning can prevent this from happening to your family....

3 months ago

16 minutes

Family Wealth Blueprint Podcast

Introducing the Family Wealth Blueprint: Planning with Intention and Stewardship

In this episode, we explore what family wealth planning really looks like at Financial Planning By Design. This isn’t just about money—it’s about people, purpose, and the kind of legacy that holds meaning across generations. I’ll introduce you to our signature process, the Family Wealth Blueprint, and how it serves as a strategic guide for families who want to move forward with clarity, collaboration, and deep-rooted intention. If you’re navigating succession, complexity, or simply want to en...

3 months ago

8 minutes

Family Wealth Blueprint Podcast

The Second Marriage Trap: What Most Couples Miss

In this debut episode, Penny Di Giovanna shares the story of a successful second-marriage couple who blended their lives—but not their finances. He owns multiple businesses. She’s a high-earning executive with real estate assets. They’ve built a beautiful life together—yet they’re financially exposed, with outdated wills and no coordinated plan. This isn’t rare. It’s a trap. In today’s episode, you’ll hear: Why second marriages require intentional financial planningThe hidden risk...

4 months ago

10 minutes