The Practical Planner: Everything advisors need for effective estate planning

The Practical Planner: Everything advisors need for effective estate planning

Hosted by Thomas Kopelman and Anne Rhodes and David Haughton and Thomas Koppelman · wealth.com

4.9from 47 ratings

Books guestsus

Unclaimed — is this your show?

71Podcast AuthorityScore out of 100 · How it is scored
65
Episodes
17
Transcribed
47
Ratings
Weekly
Cadence
2023
First episode
22K
YouTube views

About The Practical Planner: Everything advisors need for effective estate planning

Let's reimagine estate planning together.  We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process.  What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies).  The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology.  Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Advisor by Business Insider. Anne Rhodes is the Chief Legal Officer at wealth.com. Prior to her current role, she was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco).

Publisher
wealth.com
Category
business · technology
Language
en
Explicit
No
First episode
12 Oct 2023
Latest episode
25 Jun 2026
Apple PodcastsSpotifyWebsiteRSS feed

Latest episodes

17 of 65 episodes have a transcript.

  1. 25 Jun 2026TRANSCRIPT

    Estate Planning for Widows and Widowers

  2. 10 Jun 2026TRANSCRIPT

    Wealth.com Most Common Questions: How Thomas Uses the Platform

  3. 26 May 2026TRANSCRIPT

    Tips for New Parents

Inside a recent episode

Estate Planning for Widows and Widowers

Published 25 Jun 2026 · Transcript excerpt

[…] If there's federal, then of course an estate tax will have to be filed. And those take a long time to clear. I think when I left private practice at the end of last year, it was probably I think we were on like two years was our average turnaround time. Again, it's just a lot of like waiting around for that final closing letter from the IRS. Social security, making sure social security knows that the person has died, usually like the funeral home or nursing home or things like that will notify, but just making sure that benefits are, you know, stopped or changed as they need to happen. And the other big one I would say is the identity protection piece of like making sure like, okay, we're going to notify like Equifax or TransUnion, those type of agencies so that there's no potential fraud. […]

Read the full transcript with a Pod Engine plan.

See plans

Who has been a guest on The Practical Planner: Everything advisors need for effective estate planning

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

  • Lisa Weigel
  • Addie Prewitt
  • Alaina Lacter
  • Rachel Hartman
  • Christopher Holtby

Reach and audience

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

YouTube views
21,895
Score snapshot 15 Sept 2025
Apple Podcasts (US)
4.9 / 5
29 ratings
Spotify
5.0 / 5
18 ratings

Podcast Authority Score: 71 / 100

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

Quality
80
Social presence
0
YouTube
76
Engagement
77

Contact The Practical Planner: Everything advisors need for effective estate planning

Guest appearances
Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Shows with a similar audience

Questions about The Practical Planner: Everything advisors need for effective estate planning

Who hosts The Practical Planner: Everything advisors need for effective estate planning?

Thomas Kopelman and Anne Rhodes and David Haughton and Thomas Koppelman host the show. Published by wealth.com.

How often do new episodes come out?

The show publishes weekly, based on its RSS feed.

Does The Practical Planner: Everything advisors need for effective estate planning take guests?

Yes. Guests have been identified in episode analyses.

Where can I read transcripts?

17 of 65 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.

Host of The Practical Planner: Everything advisors need for effective estate planning?

Claim your podcast to manage its listing and keep your show details accurate.

Claim this podcast

Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.

Explore this show
Podcast research with Pod Engine

See plans