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...
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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...
The Real Estate Risk You Can’t See — and Why It Could Cost Your Legacy
Family Wealth Blueprint Podcast
12 minutes
3 months ago
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 Underneath, the lack of coordination between her advisors, outdated estate documents, and absence of protection strategies exposed her wealth and family to serious risk.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...
Family Wealth Blueprint Podcast
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...
