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Purposeful Planning Podcast
Purposeful Planning Institute
47 episodes
1 week ago
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
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Entrepreneurship
Education,
Business,
Non-Profit
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All content for Purposeful Planning Podcast is the property of Purposeful Planning Institute 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.
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.
Show more...
Entrepreneurship
Education,
Business,
Non-Profit
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Do You Know What You Own?
Purposeful Planning Podcast
43 minutes 37 seconds
1 year ago
Do You Know What You Own?
How to prepare your personal property of a future estate  Advice from a Professional Organizer and Move Manager  Talking points  Knowing what you own and how current are your appraisals?  Where to begin? What do you emotionally care about? What is something worth? Legal aspects of distribution - gifts to loved ones, things to sell, things to donate, things to trash  About Our Speaker: Sonya grew up in New York City where she started her organizing company, Seriatim, in 1999. Proudly dyslexic, Sonya founded her business in order to avoid writing a resume and now, almost two decades later, she and her Seriatim team have earned themselves a reputation as consummate Chaos Whisperers. In 2017, Sonya became the first organizer to be accepted into the Goldman Sachs 10,000 Small Businesses Program. She is currently President of the New York Council of Relocation Professionals (NYCORP). In her spare time, Sonya organizes her husband, three children, and rescue dog, Finn. The website is www.seriaitm.net 
Purposeful Planning Podcast
The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being.