Purposeful Planning Podcast

About 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.

Publisher

Purposeful Planning Institute

Category

business · education

Language

en

Explicit

No

First episode

23 Dec 2022

Latest episode

15 Oct 2026

Latest episodes

12 of 60 episodes have a transcript.

1. 

   15 Oct 2026TRANSCRIPT

   Family Systems for Advisors 101

   Dean Charles Eckhart explains family systems theory to host Steve Legler, offering advisors a new lens to understand client dynamics and unlock progress.

2. 

   30 Sept 2026TRANSCRIPT

   Misguided Helpfulness

   Host Susan Bradley interviews Dr. Moira Somers about preventing financial misconduct by understanding "misguided helpers" and their ethical pitfalls.

3. 

   21 Sept 2026TRANSCRIPT

   Advising the Rising Generation 101

   In the premiere episode of the PPI 101 podcast series, sponsored by the Merrill Center for Family Wealth, host Steve Legler sits down with Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth, to explore what "rising generation" really means and why it matters for family wealth advisors. Valerie explains that the term is intentionally inclusive, spanning anyone from an 11-year-old to a rising generation member in her 60s, and shares research showing that nearly half of ultra-high-net-worth families now share financial decision-making across two or more generations, with limited governance and unclear expectations cited as the biggest challenges. Drawing on real client stories, she outlines a three-part approach to engaging the rising generation, listening without judgment, helping them build relevant skills, and ensuring advisory teams reflect the perspectives of those they serve, while offering practical language advisors can use to earn buy-in from skeptical parents. The conversation makes the case that understanding the rising generation isn't just good practice but essential to serving families well amid an estimated $124 trillion wealth transfer underway through 2048.

Inside a recent episode

Family Systems for Advisors 101

Published 15 Oct 2026 · Transcript excerpt

[…] And I think in terms of the value for the PPI community, there are a few key things I'd say about why I'd encourage everybody to Consider family systems perspectives and and follow your curiosity if it's piqued. One is that family systems frameworks provide us an opportunity to think about groups and families as a system that is interconnected rather than just a collection of individuals. Especially in the US, we are a fairly individualistic society. And as a result, it's easy to think about families as this bucket of different people that are at different ages and have different, you know, decision making power, perhaps the wealth leader versus the next generation, these kinds of things. […]

Who has been a guest on Purposeful Planning Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Charles Eckhart
• Moira Somers
• Debbie Brodsky
• Dave Goetz
• Buddy Thomas

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

8 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 34 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

43

Social presence

0

YouTube

0

Engagement

60

Questions about Purposeful Planning Podcast