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Family Wealth Blueprint Podcast
Penny Di Giovanna, Financial Planning By Design LLC
3 episodes
3 weeks ago
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....
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Investing
Business
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All content for Family Wealth Blueprint Podcast is the property of Penny Di Giovanna, Financial Planning By Design LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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....
Show more...
Investing
Business
Episodes (3/3)
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....
Show more...
3 weeks 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...
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4 weeks 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...
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1 month ago
10 minutes

Family Wealth Blueprint Podcast
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....