The Practical Planner is Wealth.com’s original podcast for financial advisors who want to go deeper on estate planning without the fluff. Hosted by Anne Rhodes, Chief Legal Officer at Wealth.com, and Thomas Kopelman, Head of Community and Co-Founder of AllStreet Wealth, each episode tackles real conversations around the strategies, structures, and client dynamics that define effective estate planning today.
In Episode 1, Anne and Thomas lay the groundwork—what advisors need to know about estate planning fundamentals and why this topic deserves more attention in client conversations.
🎧 Listen to Episode 1: Estate Planning Basics
➡️ Available wherever you get your podcasts
Stay tuned for upcoming episodes featuring expert guests, timely insights, and practical strategies you can use in your firm.
